Moelis & Co. Class AMC
13F holders, Q2 2025 (June 30)375holders −4
55new positions
60sold out
6famous investors
$62.36avg. 13F price*
At the end of Q2 2025, 375 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, down 4 from Q1 2025. 55 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($551.5M), BlackRock, Inc. ($547.7M) and Kayne Anderson Rudnick Investment Management LLC ($421.8M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Moelis & Co. Class A
- CUSIP
- 60786M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $94.4M |
| Exits | 60 | $166.2M |
All 13F filers, Q1 2025 → Q2 2025: 7,211,401 shares bought and 5,450,244 shares sold, net +1,761,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 375 holders
| Vanguard Group Inc. | 0.01% | Add +6.5% | 8,849,607 | $551.5M |
| BlackRock, Inc. | 0.01% | Add +4.7% | 8,788,977 | $547.7M |
| Kayne Anderson Rudnick Investment Management LLC | 1.01% | Reduce -2.2% | 6,768,276 | $421.8M |
| London Co. of Virginia | 1.20% | Reduce -3.6% | 3,416,998 | $212.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.7% | 3,080,123 | $192.0M |
| State Street Corp. | 0.01% | Add +3.2% | 2,862,337 | $178.4M |
| Wasatch Advisors LP | 0.93% | Add +4.1% | 2,845,605 | $177.3M |
| Ameriprise Financial Inc. | 0.04% | Add +6.0% | 2,396,230 | $149.3M |
| Geode Capital Management, LLC | 0.01% | Add +26.0% | 2,052,862 | $127.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -18.8% | 1,913,291 | $119.2M |
| Timucuan Asset Management Inc. | 2.60% | Add +0.5% | 1,424,527 | $88.8M |
| Citadel Advisors | 0.07% | Add +20.5% | 1,328,346 | $82.8M |
| Madison Asset Management, LLC | 0.87% | Add +2.5% | 1,295,284 | $80.7M |
| HighTower Advisors, LLC | 0.08% | Add +10.6% | 1,060,294 | $66.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +61.4% | 1,040,595 | $64.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.7% | 945,558 | $58.9M |
| Wells Fargo & Company | 0.01% | Reduce -2.1% | 939,805 | $58.6M |
| Heard Capital LLC | 3.00% | Reduce -0.5% | 920,240 | $57.3M |
| Lord, Abbett & Co. LLC | 0.19% | Add +40.2% | 904,263 | $56.4M |
| Northern Trust Corp. | 0.01% | Add +0.8% | 865,405 | $53.9M |
| Natixis Advisors, LLC | 0.08% | Add +27.4% | 783,426 | $48.8M |
| Azora Capital LP | 2.11% | New | 750,358 | $46.8M |
| Capital World Investors | 0.01% | No change | 719,000 | $44.8M |
| Morgan Stanley | 0.00% | Add +5.5% | 717,461 | $44.7M |
| Jennison Associates LLC | 0.02% | Add +38.4% | 671,431 | $41.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +1161.8% | 661,594 | $41.2M |
| Bank of New York Mellon Corp | 0.01% | Add +1.8% | 651,332 | $40.6M |
| Royal Bank of Canada | 0.01% | Add +37.0% | 636,747 | $39.7M |
| Bank of America Corp. | 0.00% | Add +8.6% | 630,286 | $39.3M |
| Renaissance Technologies | 0.05% | Add +16.0% | 572,144 | $35.7M |
| Baron Capital (BAMCO) | 0.09% | No change | 527,186 | $32.9M |
| Voya Investment Management LLC | 0.04% | Add +46.4% | 502,190 | $31.3M |
| Norges Bank | 0.00% | Reduce -11.3% | 501,416 | $31.2M |
| Emerald Advisers, LLC | 1.05% | Add +7.4% | 458,006 | $28.5M |
| UBS Group AG | 0.01% | Reduce -10.2% | 454,436 | $28.3M |
| Invesco Ltd. | 0.00% | Add +41.4% | 452,522 | $28.2M |
| Artisan Partners Limited Partnership | 0.04% | Reduce -0.3% | 430,554 | $26.8M |
| Tributary Capital Management, LLC | 2.29% | Reduce -2.5% | 414,964 | $25.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.5% | 402,214 | $25.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.8% | 382,100 | $23.8M |
| Principal Financial Group Inc. | 0.01% | Add +4.4% | 368,034 | $22.9M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +32.8% | 336,918 | $22.2M |
| Fisher Asset Management | 0.01% | Reduce -0.9% | 350,249 | $21.8M |
| Nuveen, LLC | 0.01% | Reduce -5.3% | 317,239 | $19.8M |
| Sei Investments Co. | 0.02% | Add +5.4% | 305,963 | $19.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -36.1% | 281,282 | $17.5M |
| Deutsche Bank AG | 0.01% | Reduce -8.2% | 269,375 | $16.8M |
| Emerald Mutual Fund Advisers Trust | 1.02% | Reduce -11.2% | 267,451 | $16.7M |
| Public Sector Pension Investment Board | 0.07% | Add +13.0% | 252,940 | $15.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +48.1% | 250,710 | $15.6M |
| Capital Management Corp. | 2.61% | Add +17.4% | 246,151 | $15.3M |
| Legal & General Group Plc | 0.00% | Add +11.6% | 214,303 | $13.4M |
| Rhumbline Advisers | 0.01% | Add +9.3% | 211,220 | $13.2M |
| AQR Capital Management | 0.01% | Add +8.3% | 209,590 | $13.1M |
| Cramer Rosenthal McGlynn LLC | 0.84% | Add +70.0% | 195,338 | $12.2M |
| Axiom Investors LLC | 0.10% | Add +28.8% | 190,750 | $11.9M |
| Winslow Asset Management Inc. | 2.14% | Add +0.9% | 170,551 | $10.6M |
| Barclays PLC | 0.00% | Add +23.0% | 163,657 | $10.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +138.4% | 163,100 | $10.2M |
| Susquehanna Portfolio Strategies, LLC | 0.21% | New | 150,826 | $9.4M |
| Pier Capital, LLC | 1.43% | Reduce -4.8% | 150,078 | $9.4M |
| Stifel Financial Corp. | 0.01% | Reduce -0.7% | 139,976 | $8.7M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 134,900 | $8.4M |
| FMR LLC | 0.00% | Reduce -9.7% | 133,032 | $8.3M |
| Citigroup Inc. | 0.01% | Reduce -0.3% | 126,844 | $7.9M |
| Hudson Bay Capital Management LP | 0.06% | New | 126,163 | $7.9M |
| Diversify Wealth Management, LLC | 0.41% | Add +16.9% | 89,189 | $6.6M |
| Regions Financial Corp. | 0.04% | Add +1.8% | 98,541 | $6.1M |
| Interval Partners, LP | 0.14% | New | 97,030 | $6.0M |
| Royce & Associates LP | 0.06% | Add +16.4% | 93,869 | $5.8M |
| Victory Capital Management Inc. | 0.00% | Add +17.3% | 93,137 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Add +4.1% | 91,549 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Add +6.9% | 91,210 | $5.7M |
| Ensign Peak Advisors, Inc | 0.01% | Add +75.6% | 87,300 | $5.4M |
| Callan Family Office, LLC | 0.17% | Add +1277.1% | 84,703 | $5.3M |
| EFG Asset Management (North America) Corp. | 0.71% | Add +11.5% | 80,469 | $5.0M |
| Blue Zone Wealth Advisors, LLC | 1.25% | Add +20.0% | 80,277 | $5.0M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -22.8% | 79,551 | $5.0M |
| Prudential Financial Inc. | 0.01% | Reduce -20.5% | 77,067 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.3% | 76,913 | $4.8M |
| Palisades Investment Partners, LLC | 2.07% | Reduce -0.9% | 76,002 | $4.7M |
| Lighthouse Investment Partners, LLC | 0.19% | Add +86.0% | 70,077 | $4.4M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +183.9% | 69,228 | $4.3M |
| California State Teachers Retirement System | 0.00% | Add +0.3% | 69,155 | $4.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +17.4% | 67,503 | $4.2M |
| Marshall Wace, LLP | 0.01% | Add +331.2% | 67,023 | $4.2M |
| Point72 (DIFC) Ltd | 0.31% | New | 63,397 | $4.0M |
| Algert Global LLC | 0.08% | Reduce -1.9% | 62,690 | $3.9M |
| New York State Common Retirement Fund | 0.01% | Add +2.9% | 59,885 | $3.7M |
| Man Group plc | 0.01% | Reduce -58.0% | 59,452 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -5.1% | 58,705 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.2% | 57,132 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Add +232.0% | 55,755 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.2% | 54,548 | $3.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -9.3% | 51,800 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -46.4% | 51,623 | $3.2M |
| Empowered Funds, LLC | 0.04% | Add +18.5% | 50,737 | $3.2M |
| NewEdge Wealth, LLC | 0.05% | Reduce -5.4% | 45,241 | $3.1M |
| PARK CIRCLE Co | 2.68% | No change | 50,176 | $3.1M |
| &partners | 0.02% | Add +9.4% | 50,158 | $3.1M |
"% of holder's portfolio" is MC's weight in each manager's 13F, not the share of Moelis & Co. Class A the manager owns.