Moelis & Co. Class AMC

13F holders, Q3 2024 (September 30)
333holders +40
61new positions
21sold out
6famous investors
$68.51avg. 13F price*

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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions61$144.8M
Exits21$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.

Show all 333 holders