Moelis & Co. Class AMC

13F holders, Q3 2025 (September 30)
396holders +21
59new positions
35sold out
8famous investors
$71.29avg. 13F price*

At the end of Q3 2025, 396 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, up 21 from Q2 2025. 59 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($629.1M), Vanguard Group Inc. ($622.8M) and Kayne Anderson Rudnick Investment Management LLC ($460.5M). 8 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions59$58.1M
Exits35$35.5M

All 13F filers, Q2 2025 → Q3 2025: 5,332,730 shares bought and 5,130,154 shares sold, net +202,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 396 holders

BlackRock, Inc. 0.01% Add +0.4% 8,820,661 $629.1M
Vanguard Group Inc. 0.01% Reduce -1.3% 8,732,435 $622.8M
Kayne Anderson Rudnick Investment Management LLC 1.12% Reduce -4.6% 6,457,415 $460.5M
Wasatch Advisors LP 1.27% Add +16.1% 3,304,180 $235.7M
London Co. of Virginia 1.29% Reduce -4.4% 3,265,878 $232.9M
Charles Schwab Investment Management Inc. 0.04% Add +1.6% 3,127,782 $223.1M
State Street Corp. 0.01% Add +0.8% 2,886,158 $205.8M
Ameriprise Financial Inc. 0.04% Reduce -5.2% 2,271,903 $162.0M
Geode Capital Management, LLC 0.01% Add +1.5% 2,084,422 $148.7M
Goldman Sachs Group Inc. 0.02% Reduce -6.6% 1,787,107 $127.5M
Timucuan Asset Management Inc. 2.97% Reduce -0.2% 1,421,715 $101.4M
Madison Asset Management, LLC 1.01% Reduce -0.8% 1,284,261 $91.6M
HighTower Advisors, LLC 0.10% Add +18.5% 1,256,324 $89.6M
Bank of New York Mellon Corp 0.02% Add +89.8% 1,235,998 $88.2M
Dimensional Fund Advisors LP 0.02% Add +6.8% 1,111,459 $79.3M
JPMorgan Chase & Co. 0.00% Add +1.8% 962,778 $68.7M
Wells Fargo & Company 0.01% Reduce -1.6% 924,514 $65.9M
Natixis Advisors, LLC 0.10% Add +17.3% 918,876 $65.5M
Jennison Associates LLC 0.04% Add +33.8% 898,056 $64.0M
Northern Trust Corp. 0.01% Reduce -0.4% 862,180 $61.5M
Morgan Stanley 0.00% Add +16.7% 837,248 $59.7M
Bank of America Corp. 0.00% Add +22.6% 772,399 $55.1M
Heard Capital LLC 2.62% Reduce -17.8% 756,540 $54.0M
T. Rowe Price Associates Inc. 0.01% Add +1215.3% 751,452 $53.6M
Capital World Investors 0.01% No change 719,000 $51.3M
Royal Bank of Canada 0.01% Add +11.0% 706,886 $50.4M
Lord, Abbett & Co. LLC 0.15% Reduce -23.2% 694,729 $49.5M
UBS Group AG 0.01% Add +50.0% 681,668 $48.6M
Voya Investment Management LLC 0.05% Add +12.7% 565,727 $40.3M
Manufacturers Life Insurance Company, The 0.03% Reduce -18.1% 541,699 $38.6M
Baron Capital (BAMCO) 0.10% Reduce -0.3% 525,778 $37.5M
Fisher Asset Management 0.01% Add +40.3% 491,470 $35.1M
Emerald Advisers, LLC 1.03% Reduce -1.4% 451,497 $32.2M
Raymond James Financial Inc. 0.01% Add +8.7% 437,145 $31.2M
Artisan Partners Limited Partnership 0.04% Reduce -5.3% 407,894 $29.1M
Tributary Capital Management, LLC 2.56% Reduce -4.4% 396,800 $28.3M
Envestnet Asset Management Inc. 0.01% Add +2.0% 389,739 $27.8M
Renaissance Technologies 0.03% Reduce -35.4% 369,444 $26.3M
Principal Financial Group Inc. 0.01% Reduce -2.5% 358,695 $25.6M
Wealth Enhancement Advisory Services, LLC 0.04% Add +5.3% 354,658 $23.7M
Sei Investments Co. 0.03% Add +6.4% 325,456 $23.2M
Nuveen, LLC 0.01% Reduce -0.5% 315,535 $22.5M
Axiom Investors LLC 0.16% Add +64.0% 312,770 $22.3M
Public Sector Pension Investment Board 0.08% Add +14.4% 289,371 $20.6M
Emerald Mutual Fund Advisers Trust 1.01% Add +2.2% 273,351 $19.5M
Deutsche Bank AG 0.01% Reduce -3.7% 259,439 $18.5M
Janus Henderson Group PLC 0.01% Add +698.6% 245,380 $17.5M
Cramer Rosenthal McGlynn LLC 1.10% Add +23.3% 240,796 $17.2M
Capital Management Corp. 2.56% Reduce -7.2% 228,327 $16.3M
Azora Capital LP 0.74% Reduce -70.2% 223,470 $15.9M
Legal & General Group Plc 0.00% Reduce -0.6% 213,002 $15.2M
Rhumbline Advisers 0.01% Reduce -0.2% 210,800 $15.0M
Invesco Ltd. 0.00% Reduce -53.7% 209,371 $14.9M
Canada Pension Plan Investment Board 0.01% Add +18.4% 193,200 $13.8M
AQR Capital Management 0.01% Reduce -10.8% 187,048 $13.3M
Winslow Asset Management Inc. 2.26% Reduce -1.1% 168,678 $12.0M
Susquehanna Portfolio Strategies, LLC 0.18% Add +5.1% 158,556 $11.3M
Swiss National Bank 0.01% Add +6.6% 143,800 $10.3M
Pier Capital, LLC 1.59% Reduce -5.0% 142,560 $10.2M
FMR LLC 0.00% Add +6.2% 141,255 $10.1M
Stifel Financial Corp. 0.01% Reduce -1.3% 138,224 $9.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -45.1% 137,684 $9.8M
Barclays PLC 0.00% Reduce -26.0% 121,127 $8.6M
Nicholas Investment Partners, LP 0.74% Add +394.6% 119,117 $8.5M
Royce & Associates LP 0.08% Add +19.3% 112,011 $8.0M
Eisler Capital Management Ltd. 0.18% New 110,089 $7.8M
Citigroup Inc. 0.01% Reduce -15.0% 107,810 $7.7M
Los Angeles Capital Management LLC 0.03% Add +116.0% 106,661 $7.6M
Prudential Financial Inc. 0.01% Add +29.6% 99,872 $7.1M
Regions Financial Corp. 0.05% Add +0.8% 99,300 $7.1M
Aquatic Capital Management LLC 0.13% Add +111.2% 99,199 $7.1M
Alliancebernstein L.P. 0.00% Add +0.1% 91,351 $6.5M
Victory Capital Management Inc. 0.00% Reduce -2.8% 90,553 $6.5M
Millennium Management 0.01% New 85,729 $6.1M
Alps Advisors Inc. 0.03% New 85,598 $6.1M
Diversify Wealth Management, LLC 0.34% Add +5.1% 93,764 $5.9M
Callan Family Office, LLC 0.19% Reduce -3.3% 81,901 $5.8M
Blue Zone Wealth Advisors, LLC 1.16% Add +1.7% 81,616 $5.8M
Tudor Investment Corporation 0.04% New 80,173 $5.7M
First Eagle Investment Management, LLC 0.01% Add +0.4% 79,851 $5.7M
Jain Global LLC 0.08% New 78,008 $5.6M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.4% 76,598 $5.5M
Palisades Investment Partners, LLC 2.14% Add +0.4% 76,337 $5.4M
Mackenzie Financial Corp. 0.01% Add +662.8% 75,311 $5.4M
New York State Common Retirement Fund 0.01% Add +23.4% 73,910 $5.3M
ExodusPoint Capital Management, LP 0.07% New 73,451 $5.2M
EFG Asset Management (North America) Corp. 0.67% Reduce -9.5% 72,808 $5.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +2.5% 69,181 $4.9M
California State Teachers Retirement System 0.01% Add +0.0% 69,159 $4.9M
Empowered Funds, LLC 0.05% Add +28.9% 65,419 $4.7M
LPL Financial LLC 0.00% Add +6.8% 62,673 $4.5M
Schonfeld Strategic Advisors LLC 0.03% Add +100.4% 62,305 $4.4M
Interval Partners, LP 0.09% Reduce -40.7% 57,563 $4.1M
Two Sigma Advisers, LP 0.01% Add +9.8% 56,900 $4.1M
Vestmark Advisory Solutions, Inc. 0.07% Add +4.9% 54,157 $3.9M
Edgestream Partners, L.P. 0.11% Add +420.1% 53,957 $3.8M
Thrivent Financial for Lutherans 0.01% Reduce -1.9% 53,514 $3.8M
Oppenheimer Asset Management Inc. 0.04% Add +21.8% 53,115 $3.8M
&partners 0.02% Add +2.5% 51,394 $3.7M
PARK CIRCLE Co 3.11% No change 50,176 $3.6M

"% 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 396 holders