Moelis & Co. Class AMC
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $58.1M |
| Exits | 35 | $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.