Moelis & Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 8.82 M | $629.09 M | 0.36% | 11.67% |
| VANGUARD GROUP INC | 11/07/2025 | 8.73 M | $622.80 M | -1.32% | 11.55% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2025 | 6.46 M | $460.54 M | -4.59% | 8.54% |
| WASATCH ADVISORS LP | 11/14/2025 | 3.30 M | $235.65 M | 16.12% | 4.37% |
| LONDON CO OF VIRGINIA | 11/14/2025 | 3.27 M | $232.92 M | -4.42% | 4.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 3.13 M | $223.07 M | 1.55% | 4.14% |
| STATE STREET CORP | 11/14/2025 | 2.89 M | $205.84 M | 0.83% | 3.82% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 2.27 M | $162.03 M | -5.19% | 3.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 2.08 M | $148.68 M | 1.54% | 2.76% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.79 M | $127.46 M | -6.60% | 2.36% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 11/13/2025 | 1.42 M | $101.40 M | -0.20% | 1.88% |
| MADISON ASSET MANAGEMENT, LLC | 11/06/2025 | 1.28 M | $91.59 M | -0.85% | 1.70% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 1.26 M | $89.60 M | 18.49% | 1.66% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 1.24 M | $88.15 M | 89.76% | 1.63% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.11 M | $79.27 M | 6.81% | 1.47% |
| JPMORGAN CHASE & CO | 11/26/2025 | 962.78 K | $68.67 M | 1.82% | 1.27% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 924.51 K | $65.94 M | -1.63% | 1.22% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 918.88 K | $65.53 M | 17.29% | 1.22% |
| JENNISON ASSOCIATES LLC | 10/30/2025 | 898.06 K | $64.05 M | 33.75% | 1.19% |
| NORTHERN TRUST CORP | 11/14/2025 | 862.18 K | $61.49 M | -0.37% | 1.14% |
| MORGAN STANLEY | 11/14/2025 | 837.25 K | $59.71 M | 16.70% | 1.11% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 10/23/2025 | 793.60 K | $56.60 M | 91.25% | 1.05% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 772.40 K | $55.09 M | 22.55% | 1.02% |
| HEARD CAPITAL LLC | 11/14/2025 | 756.54 K | $53.96 M | -17.79% | 1.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 751.45 K | $53.59 M | 1,215.29% | 0.99% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 719.00 K | $51.28 M | 0.00% | 0.95% |
| ROYAL BANK OF CANADA | 11/14/2025 | 706.89 K | $50.41 M | 11.02% | 0.93% |
| LORD, ABBETT & CO. LLC | 11/13/2025 | 694.73 K | $49.55 M | -23.17% | 0.92% |
| UBS GROUP AG | 11/13/2025 | 681.67 K | $48.62 M | 50.00% | 0.90% |
| VOYA INVESTMENT MANAGEMENT LLC | 10/09/2025 | 565.73 K | $40.35 M | 12.65% | 0.75% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 541.70 K | $38.63 M | -18.12% | 0.72% |
| BAMCO INC /NY/ | 11/14/2025 | 525.78 K | $37.50 M | -0.27% | 0.70% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 491.47 K | $35.05 M | 40.32% | 0.65% |
| EMERALD ADVISERS, LLC | 10/30/2025 | 451.50 K | $32.20 M | -1.42% | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 437.15 K | $31.18 M | 8.68% | 0.58% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 11/12/2025 | 407.89 K | $29.09 M | -5.26% | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 389.74 K | $27.80 M | 2.00% | 0.52% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 369.44 K | $26.35 M | -35.43% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 358.70 K | $25.58 M | -2.54% | 0.47% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 354.66 K | $23.69 M | 5.27% | 0.47% |
| SEI INVESTMENTS CO | 11/13/2025 | 325.46 K | $23.21 M | 6.37% | 0.43% |
| NUVEEN, LLC | 11/12/2025 | 315.54 K | $22.50 M | -0.54% | 0.42% |
| AXIOM INVESTORS LLC /DE | 11/14/2025 | 312.77 K | $22.31 M | 63.97% | 0.41% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 289.37 K | $20.64 M | 14.40% | 0.38% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 10/30/2025 | 273.35 K | $19.50 M | 2.21% | 0.36% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 259.44 K | $18.50 M | -3.69% | 0.34% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 245.38 K | $17.50 M | 698.61% | 0.32% |
| CRAMER ROSENTHAL MCGLYNN LLC | 11/12/2025 | 240.80 K | $17.17 M | 23.27% | 0.32% |
| CAPITAL MANAGEMENT CORP /VA | 11/04/2025 | 228.33 K | $16.28 M | -7.24% | 0.30% |
| AZORA CAPITAL LP | 11/14/2025 | 223.47 K | $15.94 M | -70.22% | 0.30% |
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Moelis & Company institutional Ownership - FAQ's
During the previous two years, 536 institutional investors and hedge funds held shares of Moelis & Company. The most heavily invested institutionals were:
BlackRock, Inc.: 8.82 M
VANGUARD GROUP INC: 8.73 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 6.46 M
WASATCH ADVISORS LP: 3.3 M
LONDON CO OF VIRGINIA: 3.27 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3.13 M
100.66% of Moelis & Company stock is owned by institutional investors.
Institutional investors have bought a total of 89.81 M shares in the last 24 months. This purchase volume represents approximately $6.13 B in transactions.