Moelis & Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 8.80 M | $501.72 M | -0.09% | 11.73% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 5.78 M | $329.33 M | -4.24% | 7.70% |
| 05/08/2026 | 4.63 M | $263.83 M | 100.00% | 6.17% | |
| WASATCH ADVISORS LP | 04/21/2026 | 3.74 M | $213.33 M | 9.03% | 4.99% |
| 05/15/2026 | 3.32 M | $188.96 M | 100.00% | 4.42% | |
| STATE STREET CORP | 05/15/2026 | 2.92 M | $166.50 M | 2.27% | 3.89% |
| LONDON CO OF VIRGINIA | 05/15/2026 | 2.90 M | $165.53 M | -5.16% | 3.87% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 2.70 M | $154.08 M | -15.38% | 3.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.17 M | $123.67 M | 4.01% | 2.89% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 2.15 M | $122.41 M | -19.83% | 2.86% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 1.79 M | $101.76 M | 28.84% | 2.38% |
| MADISON ASSET MANAGEMENT, LLC | 05/07/2026 | 1.77 M | $101.10 M | 45.61% | 2.36% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.76 M | $100.04 M | -6.48% | 2.34% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 05/14/2026 | 1.51 M | $86.34 M | 7.75% | 2.02% |
| NATIXIS ADVISORS, L.P. | 05/13/2026 | 1.35 M | $77.10 M | 32.63% | 1.80% |
| CHANNING CAPITAL MANAGEMENT, LLC | 05/14/2026 | 1.31 M | $74.56 M | 460.14% | 1.74% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 1.29 M | $70.05 M | 55,574.72% | 1.72% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.28 M | $72.82 M | 5.02% | 1.70% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 1.19 M | $68.05 M | 100.00% | 1.59% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.18 M | $64.65 M | 14.79% | 1.57% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 1.03 M | $58.63 M | 125.14% | 1.37% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 993.90 K | $56.65 M | -1.09% | 1.32% |
| HEARD CAPITAL LLC | 05/15/2026 | 979.81 K | $55.85 M | -0.17% | 1.31% |
| MORGAN STANLEY | 05/15/2026 | 948.99 K | $54.09 M | 16.70% | 1.26% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 927.73 K | $52.88 M | -1.40% | 1.24% |
| NORTHERN TRUST CORP | 05/14/2026 | 810.47 K | $46.20 M | 3.02% | 1.08% |
| JENNISON ASSOCIATES LLC | 05/06/2026 | 792.62 K | $45.18 M | -15.28% | 1.06% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 719.00 K | $40.98 M | 0.00% | 0.96% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 693.81 K | $39.55 M | 0.89% | 0.92% |
| ROYAL BANK OF CANADA | 05/15/2026 | 649.72 K | $37.04 M | 43.12% | 0.87% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 566.16 K | $32.27 M | -0.88% | 0.75% |
| EMERALD ADVISERS, LLC | 05/04/2026 | 548.08 K | $31.24 M | -10.97% | 0.73% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 514.42 K | $29.32 M | 100.00% | 0.69% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 05/04/2026 | 476.20 K | $27.14 M | 28.78% | 0.63% |
| UBS GROUP AG | 05/05/2026 | 470.99 K | $26.85 M | -24.57% | 0.63% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 463.51 K | $26.42 M | 6.36% | 0.62% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 387.66 K | $22.10 M | 13.73% | 0.52% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 04/22/2026 | 380.72 K | $21.70 M | 100.00% | 0.51% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 370.22 K | $21.10 M | 239.70% | 0.49% |
| VOYA INVESTMENT MANAGEMENT LLC | 05/12/2026 | 367.94 K | $20.97 M | -21.47% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 361.86 K | $20.63 M | 2.26% | 0.48% |
| CAPITAL MANAGEMENT CORP /VA | 04/23/2026 | 355.24 K | $20.25 M | 15.10% | 0.47% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 348.38 K | $19.86 M | 48.76% | 0.46% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 05/04/2026 | 342.47 K | $19.52 M | -5.79% | 0.46% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 329.99 K | $18.81 M | 101.63% | 0.44% |
| SEI INVESTMENTS CO | 05/13/2026 | 326.36 K | $18.60 M | -2.09% | 0.44% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 302.27 K | $17.23 M | 19.53% | 0.40% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 285.75 K | $16.29 M | 11.58% | 0.38% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 285.40 K | $16.27 M | -11.31% | 0.38% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 283.53 K | $15.95 M | -25.67% | 0.38% |
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Moelis & Co institutional Ownership - FAQ's
During the previous two years, 553 institutional investors and hedge funds held shares of Moelis & Co. The most heavily invested institutionals were:
BlackRock, Inc.: 8.8 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 5.78 M
WASATCH ADVISORS LP: 3.74 M
STATE STREET CORP: 2.92 M
LONDON CO OF VIRGINIA: 2.9 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2.7 M
106.75% of Moelis & Co stock is owned by institutional investors.
Institutional investors have bought a total of 94.61 M shares in the last 24 months. This purchase volume represents approximately $5.16 B in transactions.