Moelis & Co. Class AMC
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $98.9M |
| Exits | 39 | $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.