Moelis & Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 8.81 M | $605.59 M | -0.12% | 11.73% |
| VANGUARD GROUP INC | 01/29/2026 | 8.51 M | $584.91 M | -2.56% | 11.33% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/13/2026 | 6.03 M | $414.76 M | -6.56% | 8.03% |
| WASATCH ADVISORS LP | 02/12/2026 | 3.43 M | $235.96 M | 3.89% | 4.58% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 3.19 M | $219.59 M | 2.13% | 4.26% |
| LONDON CO OF VIRGINIA | 02/17/2026 | 3.06 M | $210.48 M | -6.24% | 4.08% |
| STATE STREET CORP | 02/13/2026 | 2.86 M | $196.35 M | -1.03% | 3.80% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 2.68 M | $184.10 M | 17.88% | 3.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.09 M | $143.38 M | 0.06% | 2.78% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.88 M | $129.00 M | 5.01% | 2.50% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 02/13/2026 | 1.41 M | $96.63 M | -1.12% | 1.87% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 1.39 M | $95.25 M | 10.30% | 1.85% |
| MADISON ASSET MANAGEMENT, LLC | 02/04/2026 | 1.22 M | $83.74 M | -5.15% | 1.62% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.22 M | $83.64 M | 9.46% | 1.62% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.03 M | $70.52 M | 6.56% | 1.37% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 1.02 M | $70.10 M | 10.99% | 1.36% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.00 M | $69.07 M | -18.70% | 1.34% |
| HEARD CAPITAL LLC | 02/17/2026 | 981.51 K | $67.47 M | 29.74% | 1.31% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 940.91 K | $64.68 M | 1.77% | 1.25% |
| JENNISON ASSOCIATES LLC | 01/30/2026 | 935.53 K | $64.31 M | 4.17% | 1.25% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 885.32 K | $60.86 M | 100.00% | 1.18% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 825.72 K | $56.76 M | 9.88% | 1.10% |
| MORGAN STANLEY | 02/13/2026 | 813.21 K | $55.90 M | -2.87% | 1.08% |
| NORTHERN TRUST CORP | 02/17/2026 | 786.70 K | $54.08 M | -8.75% | 1.05% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 719.00 K | $49.42 M | 0.00% | 0.96% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 687.70 K | $47.27 M | -10.97% | 0.92% |
| UBS GROUP AG | 01/29/2026 | 624.41 K | $42.92 M | -8.40% | 0.83% |
| NORGES BANK | 02/10/2026 | 624.37 K | $42.92 M | 100.00% | 0.83% |
| EMERALD ADVISERS, LLC | 02/09/2026 | 615.59 K | $42.32 M | 36.35% | 0.82% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 571.17 K | $39.26 M | 5.44% | 0.76% |
| BAMCO INC /NY/ | 02/17/2026 | 513.20 K | $35.28 M | -2.39% | 0.68% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 468.55 K | $32.21 M | -17.18% | 0.62% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 456.89 K | $31.41 M | -7.04% | 0.61% |
| ROYAL BANK OF CANADA | 02/17/2026 | 453.97 K | $31.21 M | -35.78% | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 435.80 K | $29.96 M | -0.31% | 0.58% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 381.46 K | $29.22 M | 7.56% | 0.51% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 01/27/2026 | 369.77 K | $25.42 M | -6.81% | 0.49% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 02/09/2026 | 363.52 K | $24.99 M | 32.99% | 0.48% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 353.87 K | $24.33 M | -1.34% | 0.47% |
| LORD, ABBETT & CO. LLC | 02/13/2026 | 348.44 K | $23.95 M | -49.85% | 0.46% |
| FREESTONE GROVE PARTNERS LP | 02/17/2026 | 345.77 K | $23.77 M | 100.00% | 0.46% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 02/17/2026 | 344.00 K | $23.65 M | -15.67% | 0.46% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 340.86 K | $23.43 M | -12.54% | 0.45% |
| SEI INVESTMENTS CO | 02/13/2026 | 333.32 K | $22.91 M | 2.42% | 0.44% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 321.80 K | $22.12 M | 66.56% | 0.43% |
| CAPITAL MANAGEMENT CORP /VA | 02/02/2026 | 308.62 K | $21.21 M | 35.17% | 0.41% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 295.94 K | $20.34 M | -19.89% | 0.39% |
| AXIOM INVESTORS LLC /DE | 02/11/2026 | 261.10 K | $17.95 M | -16.52% | 0.35% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 256.09 K | $17.60 M | -11.50% | 0.34% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 252.89 K | $17.38 M | -2.53% | 0.34% |
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Moelis & Co institutional Ownership - FAQ's
During the previous two years, 564 institutional investors and hedge funds held shares of Moelis & Co. The most heavily invested institutionals were:
WASATCH ADVISORS LP: 3.74 M
HighTower Advisors, LLC: 1.79 M
Fisher Asset Management, LLC: 1.03 M
Bank of New York Mellon Corp: 993,897
EMERALD ADVISERS, LLC: 548,077
Tributary Capital Management, LLC: 476,195
102.91% of Moelis & Co stock is owned by institutional investors.
Institutional investors have bought a total of 95.89 M shares in the last 24 months. This purchase volume represents approximately $5.23 B in transactions.