Security Snapshot

Moelis & Co - CL A (MC) Institutional Ownership

CUSIP: 60786M105

13F Institutional Holders and Ownership History from Q2 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

398

Shares (Excl. Options)

80,095,308

Price

$57.00

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+2,755,563
Value change
+$116,082,033
Number of holders
398
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
73,384,775
SEC-reported price per share
$63.97
Insider filing price
$63.97
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • MC - Moelis & Co - CL A is tracked under CUSIP 60786M105.
  • 398 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 398 to 398 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $5,316,349,047 to $4,561,404,580.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 398 institutions filings for Q1 2026.

Open SEC evidence

Security key

60786M105

Latest holder period

Q1 2026

13F holders

398

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
MC
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9.1% $441,974,902 6,739,477 Kayne Anderson Rudnick Investment Management, LLC 30 Jun 2025
WASATCH ADVISORS LP 5.1% $213,329,540 3,742,624 Wasatch Advisors LP 31 Mar 2026
LONDON CO OF VIRGINIA 4.1% $228,362,319 3,061,978 The London Company 31 Dec 2025

As of 31 Mar 2026, 398 institutional investors reported holding 80,095,308 shares of Moelis & Co - CL A (MC). This represents 109% of the company’s total 73,384,775 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
80%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 8,802,109 -0.09% 0.01% $501,720,227
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7.9% 5,777,773 -4.2% 0.97% $329,333,108
VANGUARD PORTFOLIO MANAGEMENT LLC 6.3% 4,628,683 0% 0.01% $263,834,931
WASATCH ADVISORS LP 5.1% 3,742,624 +9% 1.4% $213,329,540
VANGUARD CAPITAL MANAGEMENT LLC 4.5% 3,315,040 0% 0% $188,957,280
STATE STREET CORP 4% 2,921,129 +2.3% 0.01% $166,504,353
LONDON CO OF VIRGINIA 4% 2,903,947 -5.2% 1% $165,525,286
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.7% 2,703,182 -15% 0.02% $154,081,374
GEODE CAPITAL MANAGEMENT, LLC 3% 2,169,253 +4% 0.01% $123,665,619
AMERIPRISE FINANCIAL INC 2.9% 2,147,192 -20% 0.03% $122,405,361
HighTower Advisors, LLC 2.4% 1,785,339 +29% 0.11% $101,762,926
Madison Asset Management, LLC 2.4% 1,773,735 +46% 1.3% $101,102,869
GOLDMAN SACHS GROUP INC 2.4% 1,755,018 -6.5% 0.01% $100,036,001
TIMUCUAN ASSET MANAGEMENT INC/FL 2.1% 1,514,701 +7.7% 3.2% $86,337,954
NATIXIS ADVISORS, LLC 1.8% 1,352,595 +33% 0.11% $77,098,000
Channing Capital Management, LLC 1.8% 1,308,095 +460% 1.9% $74,561,415
JONES FINANCIAL COMPANIES LLLP 1.8% 1,290,540 +55575% 0.03% $70,050,721
DIMENSIONAL FUND ADVISORS LP 1.7% 1,277,774 +5% 0.02% $72,824,837
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 1.6% 1,193,768 0.12% $68,045,000
JPMORGAN CHASE & CO 1.6% 1,177,612 +15% 0% $64,650,899
Fisher Asset Management, LLC 1.4% 1,028,637 +125% 0.02% $58,632,308
Bank of New York Mellon Corp 1.4% 993,897 -1.1% 0.01% $56,652,081
Heard Capital LLC 1.3% 979,810 -0.17% 2.9% $55,849,170
MORGAN STANLEY 1.3% 948,994 +17% 0% $54,092,773
WELLS FARGO & COMPANY/MN 1.3% 927,731 -1.4% 0.01% $52,880,658

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
48
Latest
Q1 2026
Rows shown
1-25 of 48
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 80,095,308 $4,561,404,580 +$116,082,033 $57.00 398
2025 Q4 77,286,247 $5,316,349,047 +$97,191,587 $68.74 398
2025 Q3 75,743,250 $5,399,190,940 -$11,462,017 $71.32 393
2025 Q2 76,041,294 $4,741,771,204 +$154,861,966 $62.32 372
2025 Q1 73,745,480 $4,303,266,167 +$182,076,535 $58.36 376
2024 Q4 71,136,384 $5,255,550,965 -$117,932,420 $73.88 349
2024 Q3 71,715,614 $4,913,490,513 -$81,047,256 $68.51 330
2024 Q2 72,635,219 $4,130,162,810 -$4,389,348 $56.86 292
2024 Q1 72,609,594 $4,121,664,453 +$14,695,073 $56.77 302
2023 Q4 72,396,320 $4,063,585,447 -$31,685,517 $56.13 280
2023 Q3 73,167,808 $3,301,826,106 -$101,552,970 $45.13 267
2023 Q2 75,415,627 $3,417,134,366 +$441,378,569 $45.34 255
2023 Q1 65,761,200 $2,527,543,064 +$68,277,104 $38.44 243
2022 Q4 63,704,415 $2,444,599,537 +$45,217,023 $38.37 237
2022 Q3 62,620,573 $2,117,224,708 +$30,536,792 $33.81 236
2022 Q2 61,581,152 $2,423,240,692 +$93,248,261 $39.35 250
2022 Q1 58,815,372 $2,761,254,230 +$40,706,461 $46.95 266
2021 Q4 57,892,953 $3,618,095,421 +$96,616,998 $62.51 302
2021 Q3 56,162,233 $3,473,977,451 -$21,212,067 $61.87 282
2021 Q2 56,264,949 $3,200,004,662 -$57,842,133 $56.89 261
2021 Q1 57,314,777 $3,144,060,847 +$85,773,449 $54.88 253
2020 Q4 56,100,010 $2,622,031,924 -$41,106,155 $46.76 221
2020 Q3 56,974,692 $1,997,987,505 -$62,687,760 $35.14 181
2020 Q2 58,866,753 $1,833,416,684 +$220,124,019 $31.16 180
2020 Q1 51,846,628 $1,457,167,035 +$163,163,305 $28.10 167
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .