Moelis & Co. Class AMC

13F holders, Q4 2024 (December 31)
351holders +18
47new positions
39sold out
8famous investors
$73.88avg. 13F price*

At the end of Q4 2024, 351 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, up 18 from Q3 2024. 47 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($621.0M), Vanguard Group Inc. ($601.9M) and Kayne Anderson Rudnick Investment Management LLC ($524.4M). 8 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions47$98.9M
Exits39$75.9M

All 13F filers, Q3 2024 → Q4 2024: 3,742,417 shares bought and 5,414,143 shares sold, net −1,671,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 351 holders

BlackRock, Inc. 0.01% Add +0.2% 8,405,993 $621.0M
Vanguard Group Inc. 0.01% Add +1.2% 8,147,315 $601.9M
Kayne Anderson Rudnick Investment Management LLC 1.21% Reduce -1.9% 7,097,345 $524.4M
London Co. of Virginia 1.48% Reduce -0.7% 3,668,831 $271.1M
State Street Corp. 0.01% Add +4.6% 2,858,839 $211.2M
Wasatch Advisors LP 0.96% Reduce -7.6% 2,632,536 $194.5M
Ameriprise Financial Inc. 0.04% Reduce -3.5% 2,165,231 $160.0M
Timucuan Asset Management Inc. 4.52% Reduce -22.6% 1,998,515 $147.7M
Goldman Sachs Group Inc. 0.03% Reduce -9.3% 1,777,364 $131.3M
Geode Capital Management, LLC 0.01% Reduce -0.3% 1,585,802 $117.2M
Citadel Advisors 0.09% Add +18.0% 1,304,881 $96.4M
Madison Asset Management, LLC 0.97% Reduce -25.3% 1,164,887 $86.1M
Madison Investment Advisors, LLC 0.97% — 1,164,887 $86.1M
JPMorgan Chase & Co. 0.01% Reduce -4.4% 1,152,899 $85.2M
Wells Fargo & Company 0.02% Reduce -10.2% 960,478 $71.0M
Charles Schwab Investment Management Inc. 0.01% Add +1.4% 935,552 $69.1M
Lord, Abbett & Co. LLC 0.22% Reduce -8.2% 894,212 $66.1M
HighTower Advisors, LLC 0.09% Reduce -2.3% 875,868 $64.7M
Northern Trust Corp. 0.01% Add +4.5% 860,125 $63.5M
Heard Capital LLC 3.70% Reduce -53.2% 841,970 $62.2M
Assenagon Asset Management S.A. 0.10% Add +7.5% 768,945 $56.8M
Balyasny Asset Management L.P. 0.13% Add +215.5% 723,384 $53.4M
Capital World Investors 0.01% No change 719,000 $53.1M
Norges Bank 0.01% Reduce -4.5% 712,101 $52.6M
Dimensional Fund Advisors LP 0.01% Reduce -3.3% 707,226 $52.3M
Morgan Stanley 0.00% Reduce -13.9% 667,324 $49.3M
Bank of New York Mellon Corp 0.01% Reduce -5.9% 651,190 $48.1M
Bank of America Corp. 0.00% Add +14.3% 616,604 $45.6M
Natixis Advisors, LLC 0.08% Reduce -26.1% 594,467 $43.9M
Baron Capital (BAMCO) 0.10% No change 527,186 $38.9M
Royal Bank of Canada 0.01% Reduce -32.7% 441,970 $32.7M
Tributary Capital Management, LLC 2.52% Add +1.2% 439,778 $32.5M
Artisan Partners Limited Partnership 0.05% Reduce -15.3% 429,338 $31.7M
Emerald Advisers, LLC 1.22% Reduce -3.0% 426,994 $31.5M
Raymond James Financial Inc. 0.01% — 377,028 $27.9M
Envestnet Asset Management Inc. 0.01% Reduce -0.5% 352,868 $26.1M
Invesco Ltd. 0.00% Add +22.6% 345,245 $25.5M
Principal Financial Group Inc. 0.01% Add +3.3% 344,467 $25.4M
Voya Investment Management LLC 0.03% Add +1.0% 323,953 $23.9M
UBS Group AG 0.01% Add +101.7% 308,321 $22.8M
Emerald Mutual Fund Advisers Trust 1.35% Reduce -16.5% 301,224 $22.3M
Axiom Investors LLC 0.15% Add +52.3% 283,193 $20.9M
Capital Research Global Investors 0.00% New 280,460 $20.7M
Sei Investments Co. 0.03% Reduce -3.1% 275,669 $20.4M
Cramer Rosenthal McGlynn LLC 1.09% Reduce -14.2% 260,045 $19.2M
Deutsche Bank AG 0.01% Add +38.0% 255,444 $18.9M
Fred Alger Management, LLC 0.08% New 221,927 $16.4M
Fisher Asset Management 0.01% Add +252.8% 220,770 $16.3M
Legal & General Group Plc 0.00% Add +1.2% 196,197 $14.5M
Rhumbline Advisers 0.01% Add +1.0% 195,814 $14.5M
Stifel Financial Corp. 0.01% Reduce -20.0% 193,422 $14.3M
Capital Management Corp. 2.40% Add +0.3% 181,088 $13.4M
Nuveen Asset Management, LLC 0.00% Reduce -0.6% 177,507 $13.1M
Public Sector Pension Investment Board 0.05% Add +17.8% 175,843 $13.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +21.1% 175,795 $13.0M
Winslow Asset Management Inc. 2.53% Reduce -1.8% 171,949 $12.7M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +71.4% 168,000 $12.4M
Wealth Enhancement Advisory Services, LLC 0.02% Add +7.4% 154,342 $11.4M
Renaissance Technologies 0.02% Add +75.1% 146,444 $10.8M
Barclays PLC 0.01% Add +1.3% 143,951 $10.6M
Swiss National Bank 0.01% Add +0.7% 138,400 $10.2M
HSBC Holdings PLC 0.01% Reduce -10.4% 134,884 $10.1M
FMR LLC 0.00% Add +6.3% 134,127 $9.9M
Hodges Capital Management Inc. 0.55% New 123,840 $9.1M
First Eagle Investment Management, LLC 0.02% Reduce -2.1% 118,251 $8.7M
Jacobs Levy Equity Management, Inc. 0.03% Add +16.2% 118,223 $8.7M
Tudor Investment Corporation 0.09% New 117,952 $8.7M
Millennium Management 0.01% Reduce -52.6% 113,187 $8.4M
Pier Capital, LLC 1.14% Reduce -9.4% 107,741 $8.0M
Citigroup Inc. 0.01% Add +13.9% 99,318 $7.3M
Regions Financial Corp. 0.05% Reduce -3.8% 97,528 $7.2M
Algert Global LLC 0.16% New 91,610 $6.8M
Jennison Associates LLC 0.00% Reduce -1.3% 87,109 $6.4M
Royce & Associates LP 0.06% Reduce -22.8% 86,810 $6.4M
Alliancebernstein L.P. 0.00% Add +0.6% 86,005 $6.4M
Victory Capital Management Inc. 0.01% Add +0.8% 85,865 $6.3M
CANADA LIFE ASSURANCE Co 0.01% Add +2.8% 81,534 $6.0M
Palisades Investment Partners, LLC 2.39% Add +9.3% 76,526 $5.7M
D. E. Shaw & Co. 0.01% Add +31.6% 75,886 $5.6M
Weiss Asset Management LP 0.17% Add +363.3% 73,977 $5.5M
EFG Asset Management (North America) Corp. 0.73% Add +172.4% 72,599 $5.4M
Prudential Financial Inc. 0.01% Reduce -3.4% 71,687 $5.3M
Arrowstreet Capital, Limited Partnership 0.00% New 66,777 $4.9M
California State Teachers Retirement System 0.01% Reduce -1.1% 65,827 $4.9M
Trexquant Investment LP 0.05% New 62,475 $4.6M
Mutual of America Capital Management LLC 0.05% Reduce -20.5% 60,687 $4.5M
Cinctive Capital Management LP 0.24% Add +303.9% 60,457 $4.5M
Blue Zone Wealth Advisors, LLC 1.25% Reduce -0.0% 58,786 $4.3M
LPL Financial LLC 0.00% Add +14.3% 57,774 $4.3M
Diversify Wealth Management, LLC 0.33% Add +98.2% 58,976 $4.2M
Man Group plc 0.01% Add +99.0% 56,959 $4.2M
Richard Bernstein Advisors LLC 0.10% No change 56,774 $4.2M
Vestmark Advisory Solutions, Inc. 0.14% Add +1.7% 55,409 $4.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -1.4% 55,014 $4.1M
Thrivent Financial for Lutherans 0.01% Reduce -1.3% 54,560 $4.0M
Qube Research & Technologies Ltd 0.01% Reduce -27.1% 52,147 $3.9M
New York State Common Retirement Fund 0.01% No change 51,864 $3.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.6% 51,681 $3.8M
PARK CIRCLE Co 3.37% No change 50,176 $3.7M
NewEdge Wealth, LLC 0.06% Reduce -15.1% 49,741 $3.7M

"% 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 351 holders