Security key
60786M105
- Type / Class
- Equity / CL A
- Shares outstanding
- 73,384,775
- Total 13F shares
- 71,136,384
- Share change
- -1,679,436
- Total reported value
- $5,255,550,965
- Put/Call ratio
- 16%
- Price per share
- $73.88
- Number of holders
- 349
- Value change
- -$117,932,420
- Number of buys
- 163
- Number of sells
- 156
Report period
Q4 2024
Institutions
349
Top holders
10
MC full security history
Newer quarter: Q1 2025
Previous quarter: Q3 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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
11%
|
8,390,376
|
$574,824,659 | — | 30 Sep 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
8,047,549
|
$551,337,582 | — | 30 Sep 2024 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
9.9%
|
7,233,837
|
$495,590,189 | — | 30 Sep 2024 | |
| LONDON CO OF VIRGINIA |
13F
|
Company |
5%
|
3,692,882
|
$252,999,311 | — | 30 Sep 2024 | |
| WASATCH ADVISORS LP |
13F
|
Company |
3.9%
|
2,848,073
|
$195,121,481 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
2,733,951
|
$187,302,983 | — | 30 Sep 2024 | |
| TIMUCUAN ASSET MANAGEMENT INC/FL |
13F
|
Company |
3.5%
|
2,583,495
|
$176,995,216 | — | 30 Sep 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
3.1%
|
2,242,708
|
$153,647,967 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2.7%
|
1,960,578
|
$134,319,220 | — | 30 Sep 2024 | |
| Heard Capital LLC |
13F
|
Company |
2.5%
|
1,798,360
|
$123,205,643 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,590,316
|
$108,973,362 | — | 30 Sep 2024 | |
| Madison Asset Management, LLC |
13F
|
Company |
2.1%
|
1,559,321
|
$106,829,062 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.6%
|
1,206,118
|
$82,631,144 | — | 30 Sep 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1.5%
|
1,106,178
|
$75,784,255 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.5%
|
1,068,985
|
$73,236,171 | — | 30 Sep 2024 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
1.3%
|
974,140
|
$66,738,000 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
922,920
|
$63,229,249 | — | 30 Sep 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
1.2%
|
896,235
|
$61,441,000 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
823,389
|
$56,410,380 | — | 30 Sep 2024 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
1.1%
|
804,860
|
$55,141,000 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
1.1%
|
775,075
|
$53,100,469 | — | 30 Sep 2024 | |
| NORGES BANK |
13F
|
Company |
1%
|
745,551
|
$51,077,699 | — | 30 Sep 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1%
|
731,104
|
$50,088,520 | — | 30 Sep 2024 | |
| Capital World Investors |
13F
|
Company |
0.98%
|
719,000
|
$49,258,690 | — | 30 Sep 2024 | |
| Assenagon Asset Management S.A. |
13F
|
Company |
0.97%
|
715,472
|
$49,016,987 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.94%
|
691,830
|
$47,397,294 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.89%
|
656,427
|
$44,971,000 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.74%
|
539,380
|
$36,952,925 | — | 30 Sep 2024 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.72%
|
527,186
|
$36,117,513 | — | 30 Sep 2024 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.69%
|
506,709
|
$34,714,634 | — | 30 Sep 2024 | |
| WESTWOOD HOLDINGS GROUP INC |
13F
|
Company |
0.66%
|
486,176
|
$33,307,918 | — | 30 Sep 2024 | |
| EMERALD ADVISERS, LLC |
13F
|
Company |
0.6%
|
440,330
|
$30,167,008 | — | 30 Sep 2024 | |
| Tributary Capital Management, LLC |
13F
|
Company |
0.59%
|
434,716
|
$29,782,378 | — | 30 Sep 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.51%
|
372,919
|
$25,548,704 | — | 30 Sep 2024 | |
| EMERALD MUTUAL FUND ADVISERS TRUST |
13F
|
Company |
0.49%
|
360,871
|
$24,723,272 | — | 30 Sep 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.48%
|
354,760
|
$24,304,594 | — | 30 Sep 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.45%
|
333,370
|
$22,839,179 | — | 30 Sep 2024 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.44%
|
320,671
|
$21,969,170 | — | 30 Sep 2024 | |
| CRAMER ROSENTHAL MCGLYNN LLC |
13F
|
Company |
0.41%
|
303,007
|
$20,759,010 | — | 30 Sep 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.39%
|
284,360
|
$19,481,492 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.38%
|
281,519
|
$19,286,867 | — | 30 Sep 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.33%
|
241,772
|
$16,563,796 | — | 30 Sep 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.33%
|
238,817
|
$16,361,353 | — | 30 Sep 2024 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.31%
|
229,261
|
$15,706,671 | — | 30 Sep 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.26%
|
193,862
|
$13,281,486 | — | 30 Sep 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.26%
|
193,860
|
$13,281,324 | — | 30 Sep 2024 | |
| AXIOM INVESTORS LLC /DE |
13F
|
Company |
0.25%
|
185,952
|
$12,739,572 | — | 30 Sep 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.25%
|
185,144
|
$12,684,215 | — | 30 Sep 2024 | |
| CAPITAL MANAGEMENT CORP /VA |
13F
|
Company |
0.25%
|
180,459
|
$12,363,242 | — | 30 Sep 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.24%
|
178,614
|
$12,236,846 | — | 30 Sep 2024 |
Institutional Holders of Moelis & Co - CL A (MC) as of Q4 2024
As of 31 Dec 2024,
Moelis & Co - CL A (MC) was held by
349 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
71,136,384 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, LONDON CO OF VIRGINIA, STATE STREET CORP, WASATCH ADVISORS LP, AMERIPRISE FINANCIAL INC, TIMUCUAN ASSET MANAGEMENT INC/FL, GOLDMAN SACHS GROUP INC, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
350
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
330
Q4 2024 holders
349
Holder diff
19
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.