Moelis & Co. Class AMC
13F holders, Q1 2024 (March 31)307holders
5famous investors
$56.75avg. 13F price*
At the end of Q1 2024, 307 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings. The largest holders were BlackRock Inc. ($452.9M), Vanguard Group Inc. ($441.1M) and Kayne Anderson Rudnick Investment Management LLC ($405.5M). 5 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Moelis & Co. Class A
- CUSIP
- 60786M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $78.6M |
| Exits | 25 | $68.5M |
Ownership 307 holders
| BlackRock Inc. | 0.01% | Reduce -0.3% | 7,977,784 | $452.9M |
| Vanguard Group Inc. | 0.01% | Reduce -0.0% | 7,769,940 | $441.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.94% | Add +0.9% | 7,142,856 | $405.5M |
| London Co. of Virginia | 1.07% | Add +3.2% | 3,580,584 | $203.3M |
| Wasatch Advisors LP | 1.01% | Add +4.9% | 3,417,643 | $194.0M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -4.5% | 3,222,361 | $182.9M |
| Timucuan Asset Management Inc. | 5.80% | Add +1.7% | 3,027,630 | $171.9M |
| State Street Corp. | 0.01% | Add +2.5% | 2,623,802 | $149.0M |
| Heard Capital LLC | 7.55% | Add +13.9% | 2,117,000 | $120.2M |
| Alliancebernstein L.P. | 0.03% | Reduce -21.4% | 1,664,998 | $94.5M |
| Madison Asset Management, LLC | 1.12% | Add +14.6% | 1,603,609 | $91.0M |
| Ameriprise Financial Inc. | 0.02% | Add +38.9% | 1,539,404 | $87.4M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 1,453,230 | $82.5M |
| JPMorgan Chase & Co. | 0.01% | Add +11.0% | 1,274,633 | $72.4M |
| Lord, Abbett & Co. LLC | 0.21% | Add +5.2% | 1,118,245 | $63.5M |
| Westwood Holdings Group Inc. | 0.50% | Reduce -1.1% | 1,109,652 | $63.0M |
| Wells Fargo & Company | 0.02% | Add +0.2% | 1,079,816 | $61.3M |
| Artisan Partners Limited Partnership | 0.09% | Reduce -0.2% | 1,076,715 | $61.1M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -9.6% | 1,016,063 | $57.7M |
| HighTower Advisors, LLC | 0.09% | Reduce -13.3% | 983,679 | $55.8M |
| Northern Trust Corp. | 0.01% | Reduce -1.6% | 906,791 | $51.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.5% | 843,378 | $47.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.7% | 726,009 | $41.2M |
| Capital World Investors | 0.01% | No change | 719,000 | $40.8M |
| Norges Bank | 0.01% | Reduce -6.8% | 693,014 | $39.3M |
| Morgan Stanley | 0.00% | Reduce -10.6% | 638,475 | $36.2M |
| Bank of America Corp. | 0.00% | Add +7.7% | 549,729 | $31.2M |
| Baron Capital (BAMCO) | 0.08% | No change | 547,747 | $31.1M |
| Royal Bank of Canada | 0.01% | Add +7.1% | 519,690 | $29.5M |
| Cramer Rosenthal McGlynn LLC | 1.42% | Reduce -11.7% | 461,273 | $26.2M |
| Emerald Advisers, LLC | 1.03% | Add +0.4% | 452,825 | $25.7M |
| Tributary Capital Management, LLC | 2.02% | Reduce -1.4% | 435,383 | $24.7M |
| Emerald Mutual Fund Advisers Trust | 1.13% | No change | 380,711 | $21.6M |
| Raymond James & Associates | 0.01% | Reduce -1.2% | 363,668 | $20.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -56.5% | 346,907 | $19.7M |
| Barclays PLC | 0.01% | Add +78.6% | 315,626 | $17.9M |
| Balyasny Asset Management L.P. | 0.04% | New | 264,616 | $15.0M |
| Citadel Advisors | 0.01% | New | 262,224 | $14.9M |
| Sei Investments Co. | 0.02% | Add +25.0% | 258,695 | $14.7M |
| Natixis Advisors, LLC | 0.03% | Add +73.2% | 253,662 | $14.4M |
| Stifel Financial Corp. | 0.02% | Add +2.5% | 236,961 | $13.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.1% | 231,085 | $13.1M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.1% | 205,892 | $11.7M |
| No Street GP LP | 1.00% | New | 200,000 | $11.4M |
| Rhumbline Advisers | 0.01% | Reduce -0.6% | 197,822 | $11.2M |
| Legal & General Group Plc | 0.00% | Add +2.0% | 195,159 | $11.1M |
| Capital Management Corp. | 2.06% | Reduce -12.9% | 190,330 | $10.8M |
| Deutsche Bank AG | 0.00% | Add +0.8% | 177,817 | $10.1M |
| Winslow Asset Management Inc. | 1.89% | Add +1.1% | 176,811 | $10.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +20.8% | 176,314 | $10.0M |
| HSBC Holdings PLC | 0.01% | Add +67.7% | 175,283 | $10.0M |
| Royce & Associates LP | 0.09% | Reduce -2.4% | 174,613 | $9.9M |
| UBS Group AG | 0.00% | Add +11.6% | 160,361 | $9.1M |
| FMR LLC | 0.00% | Add +13.2% | 140,336 | $8.0M |
| Public Sector Pension Investment Board | 0.06% | Reduce -1.2% | 136,645 | $7.8M |
| Swiss National Bank | 0.01% | Add +0.3% | 131,600 | $7.5M |
| Jane Street Group, LLC | 0.01% | Add +71.1% | 121,916 | $6.9M |
| Susquehanna Portfolio Strategies, LLC | 0.14% | No change | 109,275 | $6.2M |
| First Eagle Investment Management, LLC | 0.01% | Add +8.9% | 105,651 | $6.0M |
| Regions Financial Corp. | 0.04% | Reduce -2.6% | 101,772 | $5.8M |
| Invesco Ltd. | 0.00% | Reduce -46.4% | 100,235 | $5.7M |
| Jennison Associates LLC | 0.00% | Reduce -0.2% | 93,081 | $5.3M |
| Grandeur Peak Global Advisors, LLC | 0.41% | Reduce -25.8% | 91,914 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 89,173 | $5.1M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -17.9% | 79,277 | $4.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 79,234 | $4.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -67.6% | 78,346 | $4.4M |
| Prudential Financial Inc. | 0.01% | Reduce -2.5% | 76,044 | $4.3M |
| Pinebridge Investments, L.P. | 0.03% | New | 74,764 | $4.2M |
| Fisher Asset Management | 0.00% | Add +10.4% | 74,378 | $4.2M |
| Marshall Wace, LLP | 0.01% | Add +81.4% | 70,989 | $4.0M |
| Credit Suisse AG/ | 0.00% | Reduce -0.4% | 68,178 | $3.9M |
| California State Teachers Retirement System | 0.00% | Reduce -5.2% | 66,672 | $3.8M |
| Diversify Advisory Services, LLC | 0.21% | — | 64,630 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.6% | 63,917 | $3.6M |
| Jupiter Asset Management Ltd. | 0.03% | New | 63,440 | $3.6M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +1.7% | 63,422 | $3.6M |
| Salvus Wealth Management, LLC | 2.39% | Reduce -0.8% | 61,653 | $3.5M |
| Moran Wealth Management, LLC | 0.11% | Add +1.8% | 59,482 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.8% | 58,850 | $3.3M |
| Texas Permanent School Fund Corp. | 0.03% | Add +1.3% | 58,344 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.6% | 57,833 | $3.3M |
| Richard Bernstein Advisors LLC | 0.07% | No change | 56,761 | $3.2M |
| New York State Common Retirement Fund | 0.00% | No change | 56,600 | $3.2M |
| Blue Zone Wealth Advisors, LLC | 1.10% | New | 56,595 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Reduce -0.6% | 53,878 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 52,432 | $3.0M |
| PARK CIRCLE Co | 2.66% | No change | 50,176 | $2.8M |
| Comerica Bank | 0.01% | Reduce -5.8% | 49,346 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.2% | 48,508 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Add +230.8% | 46,964 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Add +14.5% | 46,726 | $2.7M |
| NewEdge Wealth, LLC | 0.06% | Add +1.4% | 50,872 | $2.6M |
| Cornerstone Investment Partners, LLC | 0.13% | Reduce -0.2% | 46,171 | $2.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.4% | 46,088 | $2.6M |
| First National Bank of Omaha | 0.18% | Reduce -8.6% | 44,304 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 43,962 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -4.3% | 43,860 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -4.3% | 43,860 | $2.5M |
| Citigroup Inc. | 0.00% | Add +4.0% | 42,671 | $2.4M |
"% of holder's portfolio" is MC's weight in each manager's 13F, not the share of Moelis & Co. Class A the manager owns.