Moelis & Co. Class AMC
13F holders, Q2 2024 (June 30)293holders −14
26new positions
42sold out
4famous investors
$56.86avg. 13F price*
At the end of Q2 2024, 293 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, down 14 from Q1 2024. 26 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($463.6M), BlackRock Inc. ($463.4M) and Kayne Anderson Rudnick Investment Management LLC ($408.8M). 4 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 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $14.7M |
| Exits | 42 | $50.5M |
All 13F filers, Q1 2024 → Q2 2024: 3,564,280 shares bought and 3,732,566 shares sold, net −168,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 293 holders
| Vanguard Group Inc. | 0.01% | Add +4.9% | 8,153,938 | $463.6M |
| BlackRock Inc. | 0.01% | Add +2.1% | 8,149,615 | $463.4M |
| Kayne Anderson Rudnick Investment Management LLC | 1.00% | Add +0.7% | 7,190,221 | $408.8M |
| London Co. of Virginia | 1.16% | Add +1.2% | 3,622,548 | $206.0M |
| Wasatch Advisors LP | 1.09% | Add +4.8% | 3,581,825 | $203.7M |
| Timucuan Asset Management Inc. | 5.94% | Add +0.5% | 3,041,565 | $172.9M |
| State Street Corp. | 0.01% | Add +4.1% | 2,730,680 | $155.3M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -19.4% | 2,595,609 | $147.6M |
| Heard Capital LLC | 7.46% | Add +1.6% | 2,150,710 | $122.3M |
| Madison Asset Management, LLC | 1.25% | Add +10.4% | 1,770,835 | $100.7M |
| Ameriprise Financial Inc. | 0.03% | Add +13.8% | 1,751,753 | $99.6M |
| Geode Capital Management, LLC | 0.01% | Add +8.7% | 1,579,618 | $89.8M |
| JPMorgan Chase & Co. | 0.01% | Add +14.7% | 1,462,303 | $83.1M |
| Alliancebernstein L.P. | 0.03% | Reduce -14.6% | 1,421,491 | $80.8M |
| Lord, Abbett & Co. LLC | 0.21% | Add +0.1% | 1,119,432 | $63.7M |
| Wells Fargo & Company | 0.02% | Reduce -0.9% | 1,070,321 | $60.9M |
| Artisan Partners Limited Partnership | 0.09% | Reduce -0.7% | 1,069,169 | $60.8M |
| HighTower Advisors, LLC | 0.09% | Add +5.3% | 1,035,441 | $58.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.4% | 906,090 | $51.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -22.0% | 792,670 | $45.1M |
| Bank of New York Mellon Corp | 0.01% | Add +4.1% | 755,541 | $43.0M |
| Capital World Investors | 0.01% | No change | 719,000 | $40.9M |
| Northern Trust Corp. | 0.01% | Reduce -20.9% | 716,996 | $40.8M |
| Natixis Advisors, LLC | 0.09% | Add +179.2% | 708,140 | $40.3M |
| Norges Bank | 0.01% | Reduce -4.9% | 659,209 | $37.5M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 634,225 | $36.1M |
| Royal Bank of Canada | 0.01% | Add +13.9% | 591,790 | $33.6M |
| Westwood Holdings Group Inc. | 0.27% | Reduce -47.2% | 585,475 | $33.3M |
| Baron Capital (BAMCO) | 0.09% | No change | 547,747 | $31.1M |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 544,402 | $31.0M |
| Tributary Capital Management, LLC | 2.06% | Add +0.3% | 436,542 | $24.8M |
| Emerald Advisers, LLC | 1.04% | Reduce -4.0% | 434,486 | $24.7M |
| Voya Investment Management LLC | 0.03% | Add +954.4% | 394,625 | $22.4M |
| Emerald Mutual Fund Advisers Trust | 1.13% | No change | 380,711 | $21.6M |
| Cramer Rosenthal McGlynn LLC | 1.27% | Reduce -17.6% | 380,207 | $21.6M |
| Raymond James & Associates | 0.01% | Add +2.0% | 370,866 | $21.1M |
| Principal Financial Group Inc. | 0.01% | Add +0.8% | 349,692 | $19.9M |
| Sei Investments Co. | 0.02% | Add +18.2% | 305,871 | $17.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.0% | 293,529 | $16.7M |
| Barclays PLC | 0.01% | Reduce -16.0% | 265,116 | $15.1M |
| HSBC Holdings PLC | 0.01% | Add +40.7% | 246,655 | $14.1M |
| Stifel Financial Corp. | 0.02% | Add +0.0% | 237,010 | $13.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.0% | 207,912 | $11.8M |
| Rhumbline Advisers | 0.01% | Add +1.9% | 201,473 | $11.5M |
| Legal & General Group Plc | 0.00% | Add +0.4% | 195,877 | $11.1M |
| Deutsche Bank AG | 0.01% | Add +9.6% | 194,813 | $11.1M |
| Capital Management Corp. | 2.13% | Reduce -1.8% | 186,995 | $10.6M |
| UBS Group AG | 0.00% | Add +16.0% | 186,048 | $10.6M |
| Royce & Associates LP | 0.10% | Add +3.4% | 180,528 | $10.3M |
| Winslow Asset Management Inc. | 1.95% | Reduce -1.7% | 173,818 | $9.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -8.0% | 162,272 | $9.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +100.5% | 158,866 | $9.0M |
| Public Sector Pension Investment Board | 0.06% | Add +13.3% | 154,814 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +51.8% | 135,399 | $7.7M |
| Swiss National Bank | 0.01% | Reduce -0.3% | 131,200 | $7.5M |
| FMR LLC | 0.00% | Reduce -10.3% | 125,920 | $7.2M |
| First Eagle Investment Management, LLC | 0.02% | Add +18.3% | 124,951 | $7.1M |
| Susquehanna Portfolio Strategies, LLC | 0.26% | No change | 109,275 | $6.2M |
| Citadel Advisors | 0.01% | Reduce -60.2% | 104,263 | $5.9M |
| Regions Financial Corp. | 0.04% | Reduce -0.8% | 100,982 | $5.7M |
| Invesco Ltd. | 0.00% | Reduce -0.3% | 99,903 | $5.7M |
| Jennison Associates LLC | 0.00% | Add +0.5% | 93,523 | $5.3M |
| Cinctive Capital Management LP | 0.26% | New | 83,943 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +34.2% | 78,985 | $4.5M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -0.6% | 78,768 | $4.5M |
| Jane Street Group, LLC | 0.00% | Reduce -36.0% | 78,032 | $4.4M |
| Prudential Financial Inc. | 0.01% | Add +0.9% | 76,732 | $4.4M |
| Allianz Asset Management GmbH | 0.01% | Add +995.3% | 66,866 | $3.8M |
| Palisades Investment Partners, LLC | 1.85% | — | 65,868 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.0% | 65,353 | $3.7M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 63,422 | $3.6M |
| Fisher Asset Management | 0.00% | Reduce -16.2% | 62,350 | $3.5M |
| Salvus Wealth Management, LLC | 2.36% | Reduce -1.9% | 60,450 | $3.4M |
| New York State Common Retirement Fund | 0.00% | Add +4.7% | 59,264 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.0% | 58,405 | $3.3M |
| Blue Zone Wealth Advisors, LLC | 1.14% | Add +2.6% | 58,054 | $3.3M |
| SpiderRock Advisors, LLC | 0.09% | New | 57,490 | $3.3M |
| Richard Bernstein Advisors LLC | 0.07% | Add +0.0% | 56,774 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +2.5% | 55,211 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +12.3% | 54,462 | $3.1M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +49.5% | 51,275 | $2.9M |
| Grandeur Peak Global Advisors, LLC | 0.23% | Reduce -45.1% | 50,447 | $2.9M |
| PARK CIRCLE Co | 2.81% | No change | 50,176 | $2.9M |
| Cornerstone Investment Partners, LLC | 0.14% | Add +8.3% | 50,012 | $2.8M |
| Citigroup Inc. | 0.00% | Add +16.8% | 49,838 | $2.8M |
| NewEdge Wealth, LLC | 0.06% | Reduce -2.1% | 49,823 | $2.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -36.8% | 49,489 | $2.8M |
| LPL Financial LLC | 0.00% | Add +11.2% | 48,896 | $2.8M |
| Diversify Advisory Services, LLC | 0.15% | Reduce -26.4% | 47,551 | $2.8M |
| Neuberger Berman Group LLC | 0.00% | Add +3.8% | 47,833 | $2.7M |
| Comerica Bank | 0.01% | Reduce -3.7% | 47,520 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +0.3% | 47,124 | $2.7M |
| First National Bank of Omaha | 0.17% | Add +1.6% | 45,013 | $2.6M |
| State of Alaska, Department of Revenue | 0.03% | Add +1.7% | 41,306 | $2.3M |
| Corebridge Financial, Inc. | 0.01% | — | 40,983 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Add +18.1% | 40,755 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -8.2% | 40,261 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -8.2% | 40,261 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.1% | 39,738 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -1.2% | 38,852 | $2.2M |
"% of holder's portfolio" is MC's weight in each manager's 13F, not the share of Moelis & Co. Class A the manager owns.