Security key
60786M105
- Type / Class
- Equity / CL A
- Shares outstanding
- 73,384,775
- Total 13F shares
- 71,715,614
- Share change
- -1,218,735
- Total reported value
- $4,913,490,513
- Put/Call ratio
- 52%
- Price per share
- $68.51
- Number of holders
- 330
- Value change
- -$81,047,256
- Number of buys
- 170
- Number of sells
- 124
Report period
Q3 2024
Institutions
330
Top holders
10
MC full security history
Newer quarter: Q4 2024
Previous quarter: Q2 2024
Moelis & Co SEC filings
Moelis & Co company facts
Broader feeds
Reporting periods
Holder history for CUSIP 60786M105
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
8,153,938
|
$463,632,915 | — | 30 Jun 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
11%
|
8,149,615
|
$463,387,114 | — | 30 Jun 2024 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
9.8%
|
7,190,221
|
$408,835,981 | — | 30 Jun 2024 | |
| LONDON CO OF VIRGINIA |
13F
|
Company |
4.9%
|
3,622,548
|
$205,978,074 | — | 30 Jun 2024 | |
| WASATCH ADVISORS LP |
13F
|
Company |
4.9%
|
3,581,825
|
$203,662,570 | — | 30 Jun 2024 | |
| TIMUCUAN ASSET MANAGEMENT INC/FL |
13F
|
Company |
4.1%
|
3,041,565
|
$172,943,364 | — | 30 Jun 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
2,730,680
|
$155,266,465 | — | 30 Jun 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
3.5%
|
2,595,609
|
$147,586,346 | — | 30 Jun 2024 | |
| Heard Capital LLC |
13F
|
Company |
2.9%
|
2,150,710
|
$122,289,370 | — | 30 Jun 2024 | |
| Madison Asset Management, LLC |
13F
|
Company |
2.4%
|
1,770,835
|
$100,689,697 | — | 30 Jun 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
2.4%
|
1,751,753
|
$99,604,681 | — | 30 Jun 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,579,618
|
$89,835,118 | — | 30 Jun 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2%
|
1,462,303
|
$83,146,547 | — | 30 Jun 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.9%
|
1,421,491
|
$80,825,978 | — | 30 Jun 2024 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
1.5%
|
1,119,432
|
$63,651,000 | — | 30 Jun 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.5%
|
1,070,321
|
$60,858,446 | — | 30 Jun 2024 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
1.5%
|
1,069,169
|
$60,792,949 | — | 30 Jun 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
1.4%
|
1,035,441
|
$58,887,000 | — | 30 Jun 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
906,090
|
$51,520,273 | — | 30 Jun 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.1%
|
792,670
|
$45,067,914 | — | 30 Jun 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1%
|
755,541
|
$42,960,082 | — | 30 Jun 2024 | |
| Capital World Investors |
13F
|
Company |
0.98%
|
719,000
|
$40,882,340 | — | 30 Jun 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.98%
|
716,996
|
$40,768,392 | — | 30 Jun 2024 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
0.96%
|
708,140
|
$40,265,000 | — | 30 Jun 2024 | |
| NORGES BANK |
13F
|
Company |
0.9%
|
659,209
|
$37,482,624 | — | 30 Jun 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.86%
|
634,225
|
$36,062,109 | — | 30 Jun 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.81%
|
591,790
|
$33,649,000 | — | 30 Jun 2024 | |
| WESTWOOD HOLDINGS GROUP INC |
13F
|
Company |
0.8%
|
585,475
|
$33,290,109 | — | 30 Jun 2024 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.75%
|
547,747
|
$31,144,894 | — | 30 Jun 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.74%
|
544,402
|
$30,954,698 | — | 30 Jun 2024 | |
| Tributary Capital Management, LLC |
13F
|
Company |
0.59%
|
436,542
|
$24,821,788 | — | 30 Jun 2024 | |
| EMERALD ADVISERS, LLC |
13F
|
Company |
0.59%
|
434,486
|
$24,704,874 | — | 30 Jun 2024 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.54%
|
394,625
|
$22,438,378 | — | 30 Jun 2024 | |
| EMERALD MUTUAL FUND ADVISERS TRUST |
13F
|
Company |
0.52%
|
380,711
|
$21,647,227 | — | 30 Jun 2024 | |
| CRAMER ROSENTHAL MCGLYNN LLC |
13F
|
Company |
0.52%
|
380,207
|
$21,618,570 | — | 30 Jun 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.51%
|
370,866
|
$21,087,448 | — | 30 Jun 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.48%
|
349,692
|
$19,883,487 | — | 30 Jun 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.42%
|
305,871
|
$17,391,840 | — | 30 Jun 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.4%
|
293,529
|
$16,690,051 | — | 30 Jun 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.36%
|
265,116
|
$15,074,495 | — | 30 Jun 2024 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.34%
|
246,655
|
$14,112,582 | — | 30 Jun 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.32%
|
237,010
|
$13,476,377 | — | 30 Jun 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.28%
|
207,912
|
$11,821,876 | — | 30 Jun 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.27%
|
201,473
|
$11,455,732 | — | 30 Jun 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.27%
|
195,877
|
$11,137,565 | — | 30 Jun 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.27%
|
194,813
|
$11,077,068 | — | 30 Jun 2024 | |
| CAPITAL MANAGEMENT CORP /VA |
13F
|
Company |
0.25%
|
186,995
|
$10,632,532 | — | 30 Jun 2024 | |
| UBS Group AG |
13F
|
Company |
0.25%
|
186,048
|
$10,578,690 | — | 30 Jun 2024 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.25%
|
180,528
|
$10,264,822 | — | 30 Jun 2024 | |
| WINSLOW ASSET MANAGEMENT INC |
13F
|
Company |
0.24%
|
173,818
|
$9,883,000 | — | 30 Jun 2024 |
Institutional Holders of Moelis & Co - CL A (MC) as of Q3 2024
As of 30 Sep 2024,
Moelis & Co - CL A (MC) was held by
330 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
71,715,614 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, LONDON CO OF VIRGINIA, WASATCH ADVISORS LP, STATE STREET CORP, TIMUCUAN ASSET MANAGEMENT INC/FL, AMERIPRISE FINANCIAL INC, GOLDMAN SACHS GROUP INC, and Heard Capital LLC.
This page lists
331
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
292
Q3 2024 holders
330
Holder diff
38
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.