Moelis & Co - CL A (MC)

CUSIP: 60786M105

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / CL A
Shares outstanding
73,384,775
Total 13F shares
72,635,219
Share change
-79,667
Total reported value
$4,130,162,810
Put/Call ratio
25%
Price per share
$56.86
Number of holders
292
Value change
-$4,389,348
Number of buys
142
Number of sells
133

Quarterly Holders Quick Answers

What is CUSIP 60786M105?
CUSIP 60786M105 identifies MC - Moelis & Co - CL A in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of MC - Moelis & Co - CL A (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
BlackRock Finance, Inc.
13F
Company
11%
7,977,784
$452,898,797 31 Mar 2024
13F
VANGUARD GROUP INC
13F
Company
11%
7,769,940
$441,099,494 31 Mar 2024
13F
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
Company
9.7%
7,142,856
$405,499,960 31 Mar 2024
13F
LONDON CO OF VIRGINIA
13F
Company
4.9%
3,580,584
$203,269,747 31 Mar 2024
13F
WASATCH ADVISORS LP
13F
Company
4.7%
3,417,643
$194,019,593 31 Mar 2024
13F
GOLDMAN SACHS GROUP INC
13F
Company
4.4%
3,222,361
$182,933,452 31 Mar 2024
13F
TIMUCUAN ASSET MANAGEMENT INC/FL
13F
Company
4.1%
3,027,630
$171,878,533 31 Mar 2024
13F
STATE STREET CORP
13F
Company
3.6%
2,623,802
$148,953,240 31 Mar 2024
13F
Heard Capital LLC
13F
Company
2.9%
2,117,000
$120,182,090 31 Mar 2024
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
2.3%
1,664,998
$94,521,936 31 Mar 2024
13F
Madison Asset Management, LLC
13F
Company
2.2%
1,603,609
$91,036,906 31 Mar 2024
13F
AMERIPRISE FINANCIAL INC
13F
Company
2.1%
1,539,404
$87,391,962 31 Mar 2024
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
2%
1,453,230
$82,512,567 31 Mar 2024
13F
JPMORGAN CHASE & CO
13F
Company
1.7%
1,274,633
$72,360,904 31 Mar 2024
13F
LORD, ABBETT & CO. LLC
13F
Company
1.5%
1,118,245
$63,483,000 31 Mar 2024
13F
WESTWOOD HOLDINGS GROUP INC
13F
Company
1.5%
1,109,652
$62,995,000 31 Mar 2024
13F
WELLS FARGO & COMPANY/MN
13F
Company
1.5%
1,079,816
$61,301,136 31 Mar 2024
13F
Artisan Partners Limited Partnership
13F
Company
1.5%
1,076,715
$61,125,111 31 Mar 2024
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
1.4%
1,016,063
$57,681,913 31 Mar 2024
13F
HighTower Advisors, LLC
13F
Company
1.3%
983,679
$55,842,000 31 Mar 2024
13F
NORTHERN TRUST CORP
13F
Company
1.2%
906,791
$51,478,525 31 Mar 2024
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1.1%
843,378
$47,878,569 31 Mar 2024
13F
Bank of New York Mellon Corp
13F
Company
0.99%
726,009
$41,215,515 31 Mar 2024
13F
Capital World Investors
13F
Company
0.98%
719,000
$40,817,630 31 Mar 2024
13F
NORGES BANK
13F
Company
0.94%
693,014
$39,342,405 31 Mar 2024
13F
MORGAN STANLEY
13F
Company
0.87%
638,475
$36,246,328 31 Mar 2024
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.75%
549,729
$31,208,129 31 Mar 2024
13F
BAMCO INC /NY/
13F
Company
0.75%
547,747
$31,095,597 31 Mar 2024
13F
ROYAL BANK OF CANADA
13F
Company
0.71%
519,690
$29,503,000 31 Mar 2024
13F
CRAMER ROSENTHAL MCGLYNN LLC
13F
Company
0.63%
461,273
$26,186,468 31 Mar 2024
13F
EMERALD ADVISERS, LLC
13F
Company
0.62%
452,825
$25,706,875 31 Mar 2024
13F
Tributary Capital Management, LLC
13F
Company
0.59%
435,383
$24,716,714 31 Mar 2024
13F
EMERALD MUTUAL FUND ADVISERS TRUST
13F
Company
0.52%
380,711
$21,612,963 31 Mar 2024
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.5%
363,668
$20,645,416 31 Mar 2024
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.47%
346,907
$19,693,911 31 Mar 2024
13F
BARCLAYS PLC
13F
Company
0.43%
315,626
$17,918,088 31 Mar 2024
13F
BALYASNY ASSET MANAGEMENT L.P.
13F
Company
0.36%
264,616
$15,022,250 31 Mar 2024
13F
CITADEL ADVISORS LLC
13F
Company
0.36%
262,224
$14,886,456 31 Mar 2024
13F
SEI INVESTMENTS CO
13F
Company
0.35%
258,695
$14,686,111 31 Mar 2024
13F
NATIXIS ADVISORS, LLC
13F
Company
0.35%
253,662
$14,400,000 31 Mar 2024
13F
STIFEL FINANCIAL CORP
13F
Company
0.32%
236,961
$13,452,288 31 Mar 2024
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
0.31%
231,085
$13,118,698 31 Mar 2024
13F
Nuveen Asset Management, LLC
13F
Company
0.28%
205,892
$11,688,489 31 Mar 2024
13F
No Street GP LP
13F
Company
0.27%
200,000
$11,354,000 31 Mar 2024
13F
RHUMBLINE ADVISERS
13F
Company
0.27%
197,822
$11,230,322 31 Mar 2024
13F
Legal & General Group Plc
13F
Company
0.27%
195,159
$11,079,177 31 Mar 2024
13F
CAPITAL MANAGEMENT CORP /VA
13F
Company
0.26%
190,330
$10,805,031 31 Mar 2024
13F
DEUTSCHE BANK AG\
13F
Company
0.24%
177,817
$10,094,671 31 Mar 2024
13F
WINSLOW ASSET MANAGEMENT INC
13F
Company
0.24%
176,811
$10,038,000 31 Mar 2024
13F
Connor, Clark & Lunn Investment Management Ltd.
13F
Company
0.24%
176,314
$10,009,346 31 Mar 2024
13F

Institutional Holders of Moelis & Co - CL A (MC) as of Q2 2024

As of 30 Jun 2024, Moelis & Co - CL A (MC) was held by 292 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 72,635,219 shares. The largest 10 holders included VANGUARD GROUP INC, BlackRock Inc., KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, LONDON CO OF VIRGINIA, WASATCH ADVISORS LP, TIMUCUAN ASSET MANAGEMENT INC/FL, STATE STREET CORP, GOLDMAN SACHS GROUP INC, Heard Capital LLC, and Madison Asset Management, LLC. This page lists 291 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
302
Q2 2024 holders
292
Holder diff
-10
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 Value $ Q2 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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