Moelis & Co. Class AMC

13F holders, Q2 2026 (June 30)
396holders −5
50new positions
54sold out
6famous investors
$65.36avg. 13F price*

At the end of Q2 2026, 396 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, down 5 from Q1 2026. 50 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($592.6M), Kayne Anderson Rudnick Investment Management LLC ($354.1M) and Vanguard Portfolio Management LLC ($293.6M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Moelis & Co. Class A
CUSIP
60786M105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 307Q1 2024Q2 2024: 293Q2 2024Q3 2024: 333Q3 2024Q4 2024: 351Q4 2024Q1 2025: 379Q1 2025Q2 2025: 375Q2 2025Q3 2025: 396Q3 2025Q4 2025: 399Q4 2025Q1 2026: 401Q1 2026Q2 2026: 396Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions50$108.3M
Exits54$126.5M

All 13F filers, Q1 2026 → Q2 2026: 6,469,963 shares bought and 6,661,784 shares sold, net −191,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 396 holders

BlackRock, Inc. 0.01% Add +2.9% 9,057,944 $592.6M
Kayne Anderson Rudnick Investment Management LLC 1.10% Reduce -6.3% 5,412,938 $354.1M
Vanguard Portfolio Management LLC 0.01% Reduce -3.1% 4,487,258 $293.6M
Vanguard Capital Management LLC 0.00% Add +1.1% 3,351,361 $219.2M
Wasatch Advisors LP 1.39% Reduce -13.3% 3,246,593 $212.4M
State Street Corp. 0.01% Add +4.2% 3,044,858 $199.2M
Charles Schwab Investment Management Inc. 0.03% Add +9.3% 2,955,235 $193.3M
London Co. of Virginia 1.04% Reduce -3.9% 2,791,199 $182.6M
Geode Capital Management, LLC 0.01% Add +8.8% 2,359,476 $154.4M
Ameriprise Financial Inc. 0.03% Add +9.2% 2,344,828 $153.4M
HighTower Advisors, LLC 0.12% Add +3.3% 1,843,458 $120.6M
Natixis Advisors, LLC 0.13% Add +27.3% 1,721,484 $112.6M
Jones Financial Companies LLLP 0.04% Add +32.5% 1,709,578 $110.2M
Madison Asset Management, LLC 1.30% Reduce -6.0% 1,667,157 $109.1M
Timucuan Asset Management Inc. 3.62% Reduce -0.8% 1,503,334 $98.3M
Dimensional Fund Advisors LP 0.02% Add +5.3% 1,345,514 $88.0M
Channing Capital Management, LLC 2.02% Add +2.3% 1,338,234 $87.5M
Goldman Sachs Group Inc. 0.01% Reduce -27.8% 1,267,442 $82.9M
Nomura Asset Management International Inc. 0.12% Add +1.8% 1,215,510 $79.5M
Fisher Asset Management 0.02% Add +0.9% 1,037,894 $67.9M
Bank of New York Mellon Corp 0.01% Add +0.7% 1,000,415 $65.4M
Heard Capital LLC 2.74% No change 979,810 $64.1M
Morgan Stanley 0.00% Add +2.0% 968,210 $63.3M
Wells Fargo & Company 0.01% Add +0.3% 930,431 $60.9M
Northern Trust Corp. 0.01% Add +6.7% 864,683 $56.6M
JPMorgan Chase & Co. 0.00% Reduce -32.8% 791,833 $50.0M
Bank of America Corp. 0.00% Add +8.4% 752,349 $49.2M
Citadel Advisors 0.03% Add +1042.1% 718,444 $47.0M
Manufacturers Life Insurance Company, The 0.03% Add +15.9% 656,429 $42.9M
Jennison Associates LLC 0.03% Reduce -18.8% 643,712 $42.1M
Vanguard Fiduciary Trust Co. 0.01% Add +3.9% 534,677 $35.0M
Royal Bank of Canada 0.01% Reduce -17.9% 533,542 $34.9M
Emerald Advisers, LLC 0.82% Reduce -3.0% 531,883 $34.8M
New York State Common Retirement Fund 0.04% Add +41.5% 524,027 $34.3M
Junto Capital Management LP 0.58% New 481,954 $31.5M
Tributary Capital Management, LLC 2.47% Reduce -3.5% 459,690 $30.1M
UBS Group AG 0.00% Reduce -5.3% 445,789 $29.2M
Norges Bank 0.00% — 433,073 $28.3M
Raymond James Financial Inc. 0.01% Reduce -7.0% 430,844 $28.2M
Royce & Associates LP 0.22% Add +28.6% 424,508 $27.8M
Freestone Grove Partners LP 0.18% New 415,005 $27.1M
Fort Washington Investment Advisors Inc. 0.14% Add +8.3% 412,153 $27.0M
Envestnet Asset Management Inc. 0.01% Add +2.6% 397,569 $26.0M
Woodline Partners LP 0.08% Add +168.9% 383,317 $25.1M
Capital Management Corp. 3.60% Add +3.3% 367,076 $24.0M
Principal Financial Group Inc. 0.01% Add +0.5% 363,650 $23.8M
Renaissance Technologies 0.03% Add +56.1% 342,644 $22.4M
Emerald Mutual Fund Advisers Trust 0.79% No change 342,465 $22.4M
AQR Capital Management 0.01% Reduce -3.2% 337,349 $22.1M
Lord, Abbett & Co. LLC 0.06% Add +15.0% 321,051 $21.0M
Canada Pension Plan Investment Board 0.01% Add +1.2% 288,900 $18.9M
Sei Investments Co. 0.02% Reduce -12.7% 284,910 $18.6M
Wealth Enhancement Advisory Services, LLC 0.03% Add +0.1% 283,885 $18.1M
Deutsche Bank AG 0.01% Reduce -9.8% 272,492 $17.8M
Public Sector Pension Investment Board 0.04% Reduce -10.6% 255,553 $16.7M
Bessemer Group Inc. 0.02% Add +36190.6% 247,502 $16.2M
Invesco Ltd. 0.00% Add +11.5% 229,255 $15.0M
Prana Capital Management, LP 0.44% Add +21.0% 219,265 $14.3M
Penn Capital Management Company, LLC 0.87% New 210,064 $13.8M
Cramer Rosenthal McGlynn LLC 0.67% Add +56.6% 201,323 $13.2M
Victory Capital Management Inc. 0.01% Add +74.7% 198,144 $13.0M
Legal & General Group Plc 0.00% Add +4.4% 194,336 $12.7M
First Trust Advisors LP 0.01% Add +127.6% 191,599 $12.5M
Rhumbline Advisers 0.01% Reduce -12.5% 180,413 $11.8M
Nuveen, LLC 0.00% Reduce -10.5% 179,466 $11.7M
Winslow Asset Management Inc. 1.88% Add +0.0% 164,918 $10.8M
Stifel Financial Corp. 0.01% Reduce -6.5% 157,760 $10.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.4% 150,866 $9.9M
Swiss National Bank 0.01% Add +0.6% 147,300 $9.6M
Balyasny Asset Management L.P. 0.02% New 141,768 $9.3M
Longaeva Partners L.P. 0.26% New 138,324 $9.0M
Schonfeld Strategic Advisors LLC 0.05% Add +233.4% 135,698 $8.9M
American Century Companies Inc. 0.00% Add +69.0% 123,765 $8.1M
First Eagle Investment Management, LLC 0.01% Add +46.5% 110,000 $7.2M
Pier Capital, LLC 0.91% Reduce -24.6% 104,681 $6.8M
Empowered Funds, LLC 0.03% Add +3.8% 100,128 $6.6M
T. Rowe Price Associates Inc. 0.00% Reduce -58.0% 99,722 $6.5M
Alps Advisors Inc. 0.03% Add +17.4% 94,704 $6.2M
Quantinno Capital Management LP 0.01% Add +7.8% 94,367 $6.2M
Alliancebernstein L.P. 0.00% Add +3.2% 99,343 $5.7M
California State Teachers Retirement System 0.01% Reduce -2.7% 85,488 $5.6M
Federated Hermes, Inc. 0.01% Add +4.9% 85,252 $5.6M
Palisades Investment Partners, LLC 1.57% Add +8.8% 84,500 $5.5M
Regions Financial Corp. 0.03% Reduce -9.8% 82,564 $5.4M
Callan Family Office, LLC 0.10% Reduce -0.1% 81,327 $5.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.9% 81,146 $5.3M
Prudential Financial Inc. 0.01% Add +1.9% 77,150 $5.0M
Axiom Investors LLC 0.04% Reduce -48.9% 76,770 $5.0M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -0.3% 71,989 $4.7M
Janney Montgomery Scott LLC 0.01% Add +41.0% 69,982 $4.6M
LPL Financial LLC 0.00% Add +5.0% 69,052 $4.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +9.6% 68,711 $4.5M
&partners 0.02% Add +17.8% 67,660 $4.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +0.1% 66,443 $4.3M
EFG International AG 0.08% Add +9.0% 63,816 $4.2M
Ensign Peak Advisors, Inc 0.01% Add +164.7% 62,302 $4.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +20.0% 62,151 $4.1M
Corient Private Wealth LP 0.01% Add +1.1% 58,232 $3.8M
Hilton Capital Management, LLC 0.26% Add +4.7% 58,226 $3.8M
Vestmark Advisory Solutions, Inc. 0.04% Add +48.8% 58,131 $3.8M

"% of holder's portfolio" is MC's weight in each manager's 13F, not the share of Moelis & Co. Class A the manager owns.

Show all 396 holders