Moelis & Co. Class AMC
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 333 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, up 40 from Q2 2024. 61 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($574.8M), Vanguard Group Inc. ($551.3M) and Kayne Anderson Rudnick Investment Management LLC ($495.6M). 6 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Moelis & Co. Class A
- CUSIP
- 60786M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $144.8M |
| Exits | 21 | $9.3M |
All 13F filers, Q2 2024 → Q3 2024: 5,109,696 shares bought and 6,268,277 shares sold, net −1,158,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 333 holders
| BlackRock, Inc. | 0.01% | — | 8,390,376 | $574.8M |
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 8,047,549 | $551.3M |
| Kayne Anderson Rudnick Investment Management LLC | 1.09% | Add +0.6% | 7,233,837 | $495.6M |
| London Co. of Virginia | 1.33% | Add +1.9% | 3,692,882 | $253.0M |
| Wasatch Advisors LP | 0.96% | Reduce -20.5% | 2,848,073 | $195.1M |
| State Street Corp. | 0.01% | Add +0.1% | 2,733,951 | $187.3M |
| Timucuan Asset Management Inc. | 5.37% | Reduce -15.1% | 2,583,495 | $177.0M |
| Ameriprise Financial Inc. | 0.04% | Add +28.0% | 2,242,708 | $153.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -24.5% | 1,960,578 | $134.3M |
| Heard Capital LLC | 6.91% | Reduce -16.4% | 1,798,360 | $123.2M |
| Geode Capital Management, LLC | 0.01% | Add +0.7% | 1,590,316 | $109.0M |
| Madison Asset Management, LLC | 1.20% | Reduce -11.9% | 1,559,321 | $106.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.5% | 1,206,118 | $82.6M |
| Citadel Advisors | 0.08% | Add +961.0% | 1,106,178 | $75.8M |
| Wells Fargo & Company | 0.02% | Reduce -0.1% | 1,068,985 | $73.2M |
| Lord, Abbett & Co. LLC | 0.22% | Reduce -13.0% | 974,140 | $66.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.9% | 922,920 | $63.2M |
| HighTower Advisors, LLC | 0.09% | Reduce -13.4% | 896,235 | $61.4M |
| Northern Trust Corp. | 0.01% | Add +14.8% | 823,389 | $56.4M |
| Natixis Advisors, LLC | 0.11% | Add +13.7% | 804,860 | $55.1M |
| Morgan Stanley | 0.00% | Add +22.2% | 775,075 | $53.1M |
| Norges Bank | 0.01% | Add +13.1% | 745,551 | $51.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -7.8% | 731,104 | $50.1M |
| Capital World Investors | 0.01% | No change | 719,000 | $49.3M |
| Assenagon Asset Management S.A. | 0.10% | New | 715,472 | $49.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.4% | 691,830 | $47.4M |
| Royal Bank of Canada | 0.01% | Add +10.9% | 656,427 | $45.0M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 539,380 | $37.0M |
| Baron Capital (BAMCO) | 0.10% | Reduce -3.8% | 527,186 | $36.1M |
| Artisan Partners Limited Partnership | 0.05% | Reduce -52.6% | 506,709 | $34.7M |
| Westwood Holdings Group Inc. | 0.26% | Reduce -17.0% | 486,176 | $33.3M |
| Emerald Advisers, LLC | 1.17% | Add +1.4% | 440,330 | $30.2M |
| Tributary Capital Management, LLC | 2.31% | Reduce -0.4% | 434,716 | $29.8M |
| Raymond James & Associates | 0.02% | Add +0.6% | 372,919 | $25.5M |
| Emerald Mutual Fund Advisers Trust | 1.28% | Reduce -5.2% | 360,871 | $24.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.9% | 354,760 | $24.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.7% | 333,370 | $22.8M |
| Voya Investment Management LLC | 0.03% | Reduce -18.7% | 320,671 | $22.0M |
| Cramer Rosenthal McGlynn LLC | 1.15% | Reduce -20.3% | 303,007 | $20.8M |
| Sei Investments Co. | 0.03% | Reduce -7.0% | 284,360 | $19.5M |
| Invesco Ltd. | 0.00% | Add +181.8% | 281,519 | $19.3M |
| Stifel Financial Corp. | 0.02% | Add +2.0% | 241,772 | $16.6M |
| Millennium Management | 0.01% | New | 238,817 | $16.4M |
| Balyasny Asset Management L.P. | 0.04% | Add +3682.6% | 229,261 | $15.7M |
| Legal & General Group Plc | 0.00% | Reduce -1.0% | 193,862 | $13.3M |
| Rhumbline Advisers | 0.01% | Reduce -3.8% | 193,860 | $13.3M |
| Axiom Investors LLC | 0.11% | New | 185,952 | $12.7M |
| Deutsche Bank AG | 0.01% | Reduce -5.0% | 185,144 | $12.7M |
| Capital Management Corp. | 2.20% | Reduce -3.5% | 180,459 | $12.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -14.1% | 178,614 | $12.2M |
| Winslow Asset Management Inc. | 2.22% | Add +0.8% | 175,179 | $12.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Reduce -4.2% | 155,508 | $10.7M |
| UBS Group AG | 0.00% | Reduce -17.8% | 152,852 | $10.5M |
| HSBC Holdings PLC | 0.01% | Reduce -39.0% | 150,583 | $10.3M |
| Public Sector Pension Investment Board | 0.06% | Reduce -3.5% | 149,314 | $10.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.6% | 145,203 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +6.2% | 143,741 | $9.8M |
| Barclays PLC | 0.00% | Reduce -46.4% | 142,138 | $9.7M |
| Swiss National Bank | 0.01% | Add +4.7% | 137,400 | $9.4M |
| FMR LLC | 0.00% | Add +0.2% | 126,127 | $8.6M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -3.4% | 120,751 | $8.3M |
| Pier Capital, LLC | 1.15% | New | 118,989 | $8.2M |
| Royce & Associates LP | 0.07% | Reduce -37.7% | 112,488 | $7.7M |
| Susquehanna Portfolio Strategies, LLC | 0.51% | No change | 109,275 | $7.5M |
| Jacobs Levy Equity Management, Inc. | 0.03% | New | 101,741 | $7.0M |
| Regions Financial Corp. | 0.05% | Add +0.4% | 101,384 | $6.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +322.4% | 98,000 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +13.7% | 88,742 | $6.1M |
| Jennison Associates LLC | 0.00% | Reduce -5.7% | 88,234 | $6.0M |
| Citigroup Inc. | 0.01% | Add +75.0% | 87,213 | $6.0M |
| ExodusPoint Capital Management, LP | 0.06% | New | 86,452 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -94.0% | 85,465 | $5.9M |
| Victory Capital Management Inc. | 0.01% | Add +72.2% | 85,202 | $5.8M |
| Renaissance Technologies | 0.01% | New | 83,644 | $5.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.4% | 79,286 | $5.4M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -3.1% | 76,311 | $5.2M |
| Prudential Financial Inc. | 0.01% | Reduce -3.3% | 74,241 | $5.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 71,483 | $4.9M |
| Palisades Investment Partners, LLC | 2.09% | Add +6.3% | 70,015 | $4.8M |
| Informed Momentum Co LLC | 0.70% | New | 67,931 | $4.7M |
| California State Teachers Retirement System | 0.01% | Add +1.9% | 66,574 | $4.6M |
| Fisher Asset Management | 0.00% | Add +0.3% | 62,570 | $4.3M |
| Blue Zone Wealth Advisors, LLC | 1.25% | Add +1.3% | 58,791 | $4.0M |
| NewEdge Wealth, LLC | 0.07% | Add +17.5% | 58,560 | $4.0M |
| D. E. Shaw & Co. | 0.01% | Add +875.5% | 57,653 | $3.9M |
| Richard Bernstein Advisors LLC | 0.08% | No change | 56,774 | $3.9M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +69.9% | 55,809 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.4% | 55,256 | $3.8M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Reduce -1.3% | 54,502 | $3.7M |
| SpiderRock Advisors, LLC | 0.08% | Reduce -6.0% | 54,071 | $3.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.6% | 51,975 | $3.6M |
| New York State Common Retirement Fund | 0.00% | Reduce -12.5% | 51,864 | $3.6M |
| LPL Financial LLC | 0.00% | Add +3.4% | 50,561 | $3.5M |
| PARK CIRCLE Co | 3.06% | No change | 50,176 | $3.4M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.03% | — | 50,107 | $3.4M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -21.0% | 50,107 | $3.4M |
| HRT Financial LP | 0.02% | New | 49,370 | $3.4M |
| Comerica Bank | 0.01% | Add +1.1% | 48,068 | $3.3M |
| Salvus Wealth Management, LLC | 2.00% | Reduce -21.2% | 47,627 | $3.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.8% | 47,439 | $3.3M |
"% of holder's portfolio" is MC's weight in each manager's 13F, not the share of Moelis & Co. Class A the manager owns.