Moelis & Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 9.06 M | $592.57 M | 2.91% | 11.99% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2026 | 5.41 M | $354.11 M | -6.31% | 7.17% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 4.49 M | $293.56 M | -3.06% | 5.94% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.35 M | $219.25 M | 1.10% | 4.44% |
| WASATCH ADVISORS LP | 07/10/2026 | 3.25 M | $212.39 M | -13.25% | 4.30% |
| STATE STREET CORP | 08/07/2026 | 3.04 M | $199.19 M | 4.24% | 4.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 2.96 M | $193.33 M | 9.32% | 3.91% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 2.96 M | $193.33 M | 100.00% | 3.91% |
| LONDON CO OF VIRGINIA | 08/14/2026 | 2.79 M | $182.60 M | -3.88% | 3.69% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 2.36 M | $154.38 M | 8.77% | 3.12% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 2.34 M | $153.40 M | 9.20% | 3.10% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 1.84 M | $120.60 M | 3.26% | 2.44% |
| NATIXIS ADVISORS, L.P. | 08/14/2026 | 1.72 M | $112.62 M | 27.27% | 2.28% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 1.71 M | $110.23 M | 32.47% | 2.26% |
| MADISON ASSET MANAGEMENT, LLC | 08/10/2026 | 1.67 M | $109.07 M | -6.01% | 2.21% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 08/13/2026 | 1.50 M | $98.35 M | -0.75% | 1.99% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.35 M | $88.01 M | 5.30% | 1.78% |
| CHANNING CAPITAL MANAGEMENT, LLC | 07/29/2026 | 1.34 M | $87.55 M | 2.30% | 1.77% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.27 M | $82.92 M | -27.78% | 1.68% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 1.22 M | $79.52 M | 1.82% | 1.61% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 1.04 M | $67.90 M | 0.90% | 1.37% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.00 M | $65.45 M | 0.66% | 1.32% |
| HEARD CAPITAL LLC | 08/11/2026 | 979.81 K | $64.10 M | 0.00% | 1.30% |
| MORGAN STANLEY | 08/13/2026 | 968.21 K | $63.34 M | 2.02% | 1.28% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 930.43 K | $60.87 M | 0.29% | 1.23% |
| NORTHERN TRUST CORP | 08/13/2026 | 864.68 K | $56.57 M | 6.69% | 1.14% |
| JPMORGAN CHASE & CO | 08/12/2026 | 791.83 K | $50.03 M | -32.76% | 1.05% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 752.35 K | $49.22 M | 8.44% | 1.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 718.44 K | $47.00 M | 1,042.06% | 0.95% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 656.43 K | $42.94 M | 15.95% | 0.87% |
| JENNISON ASSOCIATES LLC | 08/03/2026 | 643.71 K | $42.11 M | -18.79% | 0.85% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 534.68 K | $34.98 M | 3.94% | 0.71% |
| ROYAL BANK OF CANADA | 08/14/2026 | 533.54 K | $34.90 M | -17.88% | 0.71% |
| EMERALD ADVISERS, LLC | 08/05/2026 | 531.88 K | $34.80 M | -2.95% | 0.70% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 524.03 K | $34.28 M | 41.54% | 0.69% |
| JUNTO CAPITAL MANAGEMENT LP | 08/14/2026 | 481.95 K | $31.53 M | 100.00% | 0.64% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 07/23/2026 | 459.69 K | $30.07 M | -3.47% | 0.61% |
| UBS GROUP AG | 08/13/2026 | 445.79 K | $29.16 M | -5.35% | 0.59% |
| NORGES BANK | 08/12/2026 | 433.07 K | $28.33 M | 100.00% | 0.57% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 430.84 K | $28.19 M | -7.05% | 0.57% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 424.51 K | $27.77 M | 28.64% | 0.56% |
| FREESTONE GROVE PARTNERS LP | 08/14/2026 | 415.01 K | $27.15 M | 100.00% | 0.55% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 07/17/2026 | 412.15 K | $26.96 M | 8.26% | 0.55% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 397.57 K | $26.01 M | 2.56% | 0.53% |
| WOODLINE PARTNERS LP | 08/14/2026 | 383.32 K | $25.08 M | 168.92% | 0.51% |
| CAPITAL MANAGEMENT CORP /VA | 07/29/2026 | 367.08 K | $24.01 M | 3.33% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 363.65 K | $23.79 M | 0.50% | 0.48% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 342.64 K | $22.42 M | 56.10% | 0.45% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 08/05/2026 | 342.47 K | $22.40 M | 0.00% | 0.45% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 337.35 K | $22.07 M | -3.17% | 0.45% |
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Moelis & Co institutional Ownership - FAQ's
During the previous two years, 572 institutional investors and hedge funds held shares of Moelis & Co. The most heavily invested institutionals were:
BlackRock, Inc.: 9.06 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 5.41 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 4.49 M
VANGUARD CAPITAL MANAGEMENT LLC: 3.35 M
WASATCH ADVISORS LP: 3.25 M
STATE STREET CORP: 3.04 M
110.22% of Moelis & Co stock is owned by institutional investors.
Institutional investors have bought a total of 105.28 M shares in the last 24 months. This purchase volume represents approximately $5.74 B in transactions.