Moelis & Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 8.41 M | $621.03 M | 0.19% | 11.62% |
| VANGUARD GROUP INC | 02/11/2025 | 8.15 M | $601.92 M | 1.24% | 11.26% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/21/2025 | 7.10 M | $524.35 M | -1.89% | 9.81% |
| LONDON CO OF VIRGINIA | 02/14/2025 | 3.67 M | $271.05 M | -0.65% | 5.07% |
| WASATCH ADVISORS LP | 02/13/2025 | 2.63 M | $194.49 M | -7.57% | 3.64% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 2.17 M | $159.97 M | -3.45% | 2.99% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 02/13/2025 | 2.00 M | $147.65 M | -22.64% | 2.76% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 1.78 M | $131.31 M | -9.34% | 2.46% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.59 M | $117.19 M | -0.28% | 2.19% |
| MADISON ASSET MANAGEMENT, LLC | 02/10/2025 | 1.16 M | $86.06 M | -25.30% | 1.61% |
| MADISON INVESTMENT ADVISORS, LLC | 02/11/2025 | 1.16 M | $86.06 M | 100.00% | 1.61% |
| JPMORGAN CHASE & CO | 02/12/2025 | 1.15 M | $85.18 M | -4.41% | 1.59% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 960,478 | $70.96 M | -10.15% | 1.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 935,552 | $69.12 M | 1.37% | 1.29% |
| LORD, ABBETT & CO. LLC | 02/14/2025 | 894,212 | $66.06 M | -8.21% | 1.24% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 875,868 | $64.71 M | -2.27% | 1.21% |
| HEARD CAPITAL LLC | 02/14/2025 | 841,970 | $62.20 M | -53.18% | 1.16% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 768,945 | $56.81 M | 7.47% | 1.06% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 723,384 | $53.44 M | 215.53% | 1.00% |
| CAPITAL WORLD INVESTORS | 02/13/2025 | 719,000 | $53.12 M | 0.00% | 0.99% |
| NORGES BANK | 02/12/2025 | 712,101 | $52.61 M | 100.00% | 0.98% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 707,226 | $52.25 M | -3.27% | 0.98% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 651,190 | $48.11 M | -5.87% | 0.90% |
| NATIXIS ADVISORS, L.P. | 02/10/2025 | 594,467 | $43.92 M | -26.14% | 0.82% |
| BAMCO INC /NY/ | 02/14/2025 | 527,186 | $38.95 M | 0.00% | 0.73% |
| ROYAL BANK OF CANADA | 02/14/2025 | 441,970 | $32.65 M | -32.67% | 0.61% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 01/21/2025 | 439,778 | $32.49 M | 1.16% | 0.61% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 02/12/2025 | 429,338 | $31.72 M | -15.27% | 0.59% |
| EMERALD ADVISERS, LLC | 02/11/2025 | 426,994 | $31.55 M | -3.03% | 0.59% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 377,028 | $27.85 M | 100.00% | 0.52% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 352,868 | $26.07 M | -0.53% | 0.49% |
| INVESCO LTD. | 02/13/2025 | 345,245 | $25.51 M | 22.64% | 0.48% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 344,467 | $25.45 M | 3.33% | 0.48% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/14/2025 | 323,953 | $23.93 M | 1.02% | 0.45% |
| UBS GROUP AG | 02/14/2025 | 308,321 | $22.78 M | 101.71% | 0.43% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 02/14/2025 | 301,224 | $22.25 M | -16.53% | 0.42% |
| AXIOM INVESTORS LLC /DE | 02/12/2025 | 283,193 | $20.92 M | 52.29% | 0.39% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/13/2025 | 280,460 | $20.72 M | 100.00% | 0.39% |
| SEI INVESTMENTS CO | 02/11/2025 | 275,669 | $20.37 M | -3.06% | 0.38% |
| CRAMER ROSENTHAL MCGLYNN LLC | 02/13/2025 | 260,045 | $19.21 M | -14.18% | 0.36% |
| DEUTSCHE BANK AG\ | 02/14/2025 | 255,444 | $18.87 M | 37.97% | 0.35% |
| FRED ALGER MANAGEMENT, LLC | 02/14/2025 | 221,927 | $16.40 M | 100.00% | 0.31% |
| FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 220,770 | $16.31 M | 252.84% | 0.31% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 196,197 | $14.50 M | -2.66% | 0.27% |
| RHUMBLINE ADVISERS | 01/30/2025 | 195,814 | $14.47 M | 1.01% | 0.27% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 193,422 | $14.29 M | -20.00% | 0.27% |
| CAPITAL MANAGEMENT CORP /VA | 02/07/2025 | 181,088 | $13.38 M | 0.35% | 0.25% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 177,507 | $13.11 M | -0.62% | 0.25% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 175,843 | $12.99 M | 17.77% | 0.24% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 175,795 | $12.99 M | 21.07% | 0.24% |
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Moelis & Company institutional Ownership - FAQ's
During the previous two years, 457 institutional investors and hedge funds held shares of Moelis & Company. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 8.41 M
VANGUARD GROUP INC: 8.15 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 7.1 M
LONDON CO OF VIRGINIA: 3.67 M
WASATCH ADVISORS LP: 2.63 M
AMERIPRISE FINANCIAL INC: 2.17 M
98.47% of Moelis & Company stock is owned by institutional investors.
Institutional investors have bought a total of 79.84 M shares in the last 24 months. This purchase volume represents approximately $6.02 B in transactions.