- Type / Class
- Equity / CL A
- Shares outstanding
- 73,384,775
- Total 13F shares
- 30,130,970
- Share change
- +1,815,159
- Total reported value
- $1,718,215,362
- Price per share
- $57.00
- Number of holders
- 229
- Value change
- +$91,281,949
- Number of buys
- 113
- Number of sells
- 108
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?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
Recent filing periods for CUSIP 60786M105:
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, Inc. |
13F
|
Company |
12%
|
8,809,808
|
$605,586,221 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
12%
|
8,509,013
|
$584,909,554 | — | 31 Dec 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13D/G
13F
|
Company |
9.1%
|
6,739,477
|
$441,974,902 | $0 | 30 Jun 2025 | |
| WASATCH ADVISORS LP |
13F
13D/G
|
Company |
5.1%
from 13D/G
|
3,432,623
|
$235,958,505 | — | 31 Dec 2025 | |
| LONDON CO OF VIRGINIA |
13D/G
13F
|
The London Company · Company |
4.1%
|
3,061,978
|
$228,362,319 | $0 | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
4.4%
|
3,194,479
|
$219,588,486 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.9%
|
2,856,379
|
$196,347,492 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
3.6%
|
2,678,168
|
$184,097,366 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.8%
|
2,085,586
|
$143,380,880 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2.6%
|
1,876,578
|
$128,996,004 | — | 31 Dec 2025 | |
| TIMUCUAN ASSET MANAGEMENT INC/FL |
13F
|
Company |
1.9%
|
1,405,796
|
$96,634,413 | — | 31 Dec 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
1.9%
|
1,385,692
|
$95,252,502 | — | 31 Dec 2025 | |
| Madison Asset Management, LLC |
13F
|
Company |
1.7%
|
1,218,178
|
$83,737,560 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.7%
|
1,216,644
|
$83,640,943 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.4%
|
1,025,893
|
$70,519,885 | — | 31 Dec 2025 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
1.4%
|
1,019,832
|
$70,103,000 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.4%
|
1,004,824
|
$69,071,561 | — | 31 Dec 2025 | |
| Heard Capital LLC |
13F
|
Company |
1.3%
|
981,510
|
$67,468,997 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.3%
|
940,910
|
$64,678,137 | — | 31 Dec 2025 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.3%
|
935,531
|
$64,308,401 | — | 31 Dec 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
1.2%
|
885,321
|
$60,856,966 | — | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.1%
|
825,722
|
$56,761,000 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.1%
|
813,212
|
$55,900,306 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
786,698
|
$54,077,621 | — | 31 Dec 2025 | |
| Capital World Investors |
13F
|
Company |
0.98%
|
719,000
|
$49,424,060 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.94%
|
687,700
|
$47,272,514 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.85%
|
624,407
|
$42,921,737 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
0.85%
|
624,365
|
$42,918,850 | — | 31 Dec 2025 | |
| EMERALD ADVISERS, LLC |
13F
|
Company |
0.84%
|
615,594
|
$42,315,932 | — | 31 Dec 2025 | |
| Navid Mahmoodzadegan |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
1,279,255
mixed-class rows
|
$39,969,632 | — | 09 Feb 2026 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.78%
|
571,167
|
$39,262,020 | — | 31 Dec 2025 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.7%
|
513,197
|
$35,277,162 | — | 31 Dec 2025 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.64%
|
468,549
|
$32,208,058 | — | 31 Dec 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.62%
|
456,892
|
$31,406,754 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.62%
|
453,972
|
$31,206,000 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.59%
|
435,801
|
$29,956,965 | — | 31 Dec 2025 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.52%
|
381,458
|
$29,215,845 | — | 31 Dec 2025 | |
| Kenneth Moelis |
3/4/5
|
Executive Chairman, Director |
—
mixed-class rows
|
5,182,256
mixed-class rows
|
$28,381,878 | — | 18 Feb 2026 | |
| Tributary Capital Management, LLC |
13F
|
Company |
0.5%
|
369,765
|
$25,417,672 | — | 31 Dec 2025 | |
| EMERALD MUTUAL FUND ADVISERS TRUST |
13F
|
Company |
0.5%
|
363,523
|
$24,988,571 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.48%
|
353,873
|
$24,325,230 | — | 31 Dec 2025 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.47%
|
348,439
|
$23,952,000 | — | 31 Dec 2025 | |
| Freestone Grove Partners LP |
13F
|
Company |
0.47%
|
345,769
|
$23,768,161 | — | 31 Dec 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.47%
|
343,997
|
$23,646,354 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.46%
|
340,863
|
$23,430,941 | — | 31 Dec 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.45%
|
333,322
|
$22,912,325 | — | 31 Dec 2025 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.44%
|
321,800
|
$22,120,532 | — | 31 Dec 2025 | |
| CAPITAL MANAGEMENT CORP /VA |
13F
|
Company |
0.42%
|
308,624
|
$21,214,809 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.4%
|
295,944
|
$20,343,191 | — | 31 Dec 2025 | |
| Eric Cantor |
3/4/5
|
Vice Chairman, MD, Director |
—
mixed-class rows
|
366,547
mixed-class rows
|
$20,038,021 | — | 26 Mar 2026 |
Institutional Holders of Moelis & Co - CL A (MC) as of Q1 2026
As of 31 Mar 2026,
Moelis & Co - CL A (MC) was held by
229 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
30,130,970 shares.
The largest 10 holders included
VANGUARD PORTFOLIO MANAGEMENT LLC, WASATCH ADVISORS LP, VANGUARD CAPITAL MANAGEMENT LLC, HighTower Advisors, LLC, Madison Asset Management, LLC, DIMENSIONAL FUND ADVISORS LP, Fisher Asset Management, LLC, Bank of New York Mellon Corp, WELLS FARGO & COMPANY/MN, and JENNISON ASSOCIATES LLC.
This page lists
229
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
396
Q1 2026 holders
229
Holder diff
-167
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.