Moelis & Co - Moelis Ord Shs Class A (MC) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2014 to Q4 2025

Type / Class
Equity / Moelis Ord Shs Class A
Symbol
MC on NYSE
Shares outstanding
74,060,187
Price per share
$68.74
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
76,123,756
Total reported value
$5,426,329,065
% of total 13F portfolios
0.01%
Share change
+70,736
Value change
+$14,778,229
Number of holders
389
Price from insider filings
$68.74
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Moelis & Co - Moelis Ord Shs Class A (MC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9.1% $462,193,333 6,739,477 Kayne Anderson Rudnick Investment Management, LLC 30 Jun 2025

As of 30 Sep 2025, 389 institutional investors reported holding 76,123,756 shares of Moelis & Co - Moelis Ord Shs Class A (MC). This represents 103% of the company’s total 74,060,187 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Moelis & Co - Moelis Ord Shs Class A (MC) together control 78% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 8,820,661 +0.36% 0.01% $629,089,558
VANGUARD GROUP INC 12% 8,732,435 -1.3% 0.01% $622,797,263
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8.7% 6,457,415 -4.6% 1.1% $460,542,877
WASATCH ADVISORS LP 4.5% 3,304,180 +16% 1.3% $235,654,118
LONDON CO OF VIRGINIA 4.4% 3,265,878 -4.4% 1.3% $232,922,807
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.2% 3,127,782 +1.5% 0.04% $223,073,412
STATE STREET CORP 3.9% 2,886,158 +0.83% 0.01% $205,840,789
AMERIPRISE FINANCIAL INC 3.1% 2,271,903 -5.2% 0.04% $162,032,166
GEODE CAPITAL MANAGEMENT, LLC 2.8% 2,084,422 +1.5% 0.01% $148,678,887
GOLDMAN SACHS GROUP INC 2.4% 1,787,107 -6.6% 0.02% $127,456,456
TIMUCUAN ASSET MANAGEMENT INC/FL 1.9% 1,421,715 -0.2% 3% $101,396,686
Madison Asset Management, LLC 1.7% 1,284,261 -0.85% 1% $91,593,507
HighTower Advisors, LLC 1.7% 1,256,324 +18% 0.1% $89,600,970
Bank of New York Mellon Corp 1.7% 1,235,998 +90% 0.02% $88,151,419
DIMENSIONAL FUND ADVISORS LP 1.5% 1,111,459 +6.8% 0.02% $79,272,719
JPMORGAN CHASE & CO 1.3% 962,778 +1.8% 0% $68,665,341
WELLS FARGO & COMPANY/MN 1.2% 924,514 -1.6% 0.01% $65,936,327
NATIXIS ADVISORS, LLC 1.2% 918,876 +17% 0.1% $65,534,000
JENNISON ASSOCIATES LLC 1.2% 898,056 +34% 0.04% $64,049,353
NORTHERN TRUST CORP 1.2% 862,180 -0.37% 0.01% $61,490,676
MORGAN STANLEY 1.1% 837,247 +17% 0% $59,712,592
Tributary Capital Management, LLC 1.1% 793,600 +91% 2.7% $56,599,604
BANK OF AMERICA CORP /DE/ 1% 772,399 +23% 0% $55,087,474
Heard Capital LLC 1% 756,540 -18% 2.9% $53,956,432
PRICE T ROWE ASSOCIATES INC /MD/ 1% 751,452 +1215% 0.01% $53,594,000

Institutional Holders of Moelis & Co - Moelis Ord Shs Class A (MC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,006,492 $72,308,038 +$14,488,167 $68.74 49
2025 Q3 76,123,756 $5,426,329,065 +$14,778,229 $71.32 389
2025 Q2 76,041,294 $4,741,771,204 +$154,861,978 $62.32 372
2025 Q1 73,745,380 $4,303,260,654 +$182,076,539 $58.36 375
2024 Q4 71,077,752 $5,251,214,275 -$63,319,421 $73.88 347
2024 Q3 70,932,026 $4,859,806,701 -$124,820,258 $68.51 328
2024 Q2 72,521,988 $4,123,724,736 +$34,913,841 $56.86 292
2024 Q1 71,874,444 $4,079,859,341 -$19,652,835 $56.77 301
2023 Q4 90,259 $5,066,245 -$67,132 $56.13 2
2023 Q3 72,649,351 $3,278,428,413 -$104,184,005 $45.13 264
2023 Q2 74,898,522 $3,393,688,818 +$426,074,984 $45.34 252
2023 Q1 65,000,996 $2,498,320,764 +$68,689,754 $38.44 240
2022 Q4 63,652,836 $2,442,620,781 +$47,109,972 $38.37 234
2022 Q3 62,390,029 $2,109,430,809 +$31,791,447 $33.81 232
2022 Q2 61,453,048 $2,415,630,614 +$92,509,344 $39.35 245
2022 Q1 58,167,157 $2,730,821,706 +$43,751,516 $46.95 261
2021 Q4 57,662,146 $3,603,667,747 +$97,871,159 $62.51 299
2021 Q3 55,914,665 $3,458,713,549 -$24,150,679 $61.87 280
2021 Q2 56,062,127 $3,188,465,826 -$57,713,133 $56.89 262
2021 Q1 57,232,628 $3,139,552,559 +$86,405,378 $54.88 252
2020 Q4 56,050,116 $2,619,699,061 -$40,519,021 $46.76 220
2020 Q3 56,741,140 $1,989,783,238 -$63,126,445 $35.14 178
2020 Q2 57,501,449 $1,790,874,730 +$208,372,602 $31.16 176
2020 Q1 51,762,467 $1,454,802,035 +$160,869,287 $28.10 165
2019 Q4 45,957,504 $1,466,990,293 +$37,350,481 $31.92 178
2019 Q3 44,602,921 $1,465,147,479 -$16,554,896 $32.85 184
2019 Q2 45,224,096 $1,577,133,503 +$17,684,736 $34.95 188
2019 Q1 44,896,624 $1,862,913,605 +$114,376,399 $41.61 205
2018 Q4 42,328,905 $1,451,120,949 -$64,285,792 $34.38 216
2018 Q3 43,051,061 $2,353,720,721 +$192,624,762 $54.80 205
2018 Q2 39,405,534 $2,305,380,572 +$133,123,404 $58.65 196
2018 Q1 37,410,033 $1,898,300,960 +$383,514,429 $50.85 194
2017 Q4 28,341,552 $1,373,447,291 -$13,026,474 $48.50 175
2017 Q3 30,192,220 $1,300,122,023 +$227,923,180 $43.05 169
2017 Q2 25,047,783 $973,274,106 +$11,925,716 $38.85 142
2017 Q1 24,583,143 $946,239,205 +$332,403,632 $38.50 126
2016 Q4 17,467,227 $592,145,239 +$10,912,541 $33.90 108
2016 Q3 17,298,546 $465,147,227 -$228,412 $26.89 98
2016 Q2 17,201,075 $387,019,204 +$5,689,367 $22.50 91
2016 Q1 17,076,092 $482,036,953 +$11,266,853 $28.23 95
2015 Q4 16,462,180 $480,373,874 +$24,193,719 $29.18 87
2015 Q3 15,932,416 $418,384,714 +$14,984,710 $26.26 80
2015 Q2 15,138,450 $434,621,315 +$34,316,429 $28.71 82
2015 Q1 13,921,136 $419,279,431 -$11,475,896 $30.12 92
2014 Q4 14,129,192 $493,344,901 +$198,259,033 $34.93 97
2014 Q3 8,035,575 $273,920,707 -$1,544,293 $34.15 58
2014 Q2 8,088,346 $270,873,067 +$270,846,998 $33.61 60