Moelis & Co. Class AMC
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 399 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, up 3 from Q3 2025. 42 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($605.6M), Vanguard Group Inc. ($584.9M) and Kayne Anderson Rudnick Investment Management LLC ($414.8M). 9 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 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $155.9M |
| Exits | 49 | $72.2M |
All 13F filers, Q3 2025 → Q4 2025: 5,248,037 shares bought and 4,426,729 shares sold, net +821,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 399 holders
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 8,809,808 | $605.6M |
| Vanguard Group Inc. | 0.01% | Reduce -2.6% | 8,509,013 | $584.9M |
| Kayne Anderson Rudnick Investment Management LLC | 1.11% | Reduce -6.6% | 6,033,755 | $414.8M |
| Wasatch Advisors LP | 1.40% | Add +3.9% | 3,432,623 | $236.0M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.1% | 3,194,479 | $219.6M |
| London Co. of Virginia | 1.21% | Reduce -6.2% | 3,061,979 | $210.5M |
| State Street Corp. | 0.01% | Reduce -1.0% | 2,856,379 | $196.3M |
| Ameriprise Financial Inc. | 0.04% | Add +17.9% | 2,678,168 | $184.1M |
| Geode Capital Management, LLC | 0.01% | Add +0.1% | 2,085,586 | $143.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +5.0% | 1,876,578 | $129.0M |
| Timucuan Asset Management Inc. | 3.14% | Reduce -1.1% | 1,405,796 | $96.6M |
| HighTower Advisors, LLC | 0.10% | Add +10.3% | 1,385,692 | $95.3M |
| Madison Asset Management, LLC | 0.96% | Reduce -5.2% | 1,218,178 | $83.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +9.5% | 1,216,644 | $83.6M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 1,025,893 | $70.5M |
| Natixis Advisors, LLC | 0.10% | Add +11.0% | 1,019,832 | $70.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -18.7% | 1,004,824 | $69.1M |
| Heard Capital LLC | 3.17% | Add +29.7% | 981,510 | $67.5M |
| Wells Fargo & Company | 0.01% | Add +1.8% | 940,910 | $64.7M |
| Jennison Associates LLC | 0.04% | Add +4.2% | 935,531 | $64.3M |
| Balyasny Asset Management L.P. | 0.12% | New | 885,321 | $60.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +9.9% | 825,722 | $56.8M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 813,212 | $55.9M |
| Northern Trust Corp. | 0.01% | Reduce -8.8% | 786,698 | $54.1M |
| Capital World Investors | 0.01% | No change | 719,000 | $49.4M |
| Bank of America Corp. | 0.00% | Reduce -11.0% | 687,700 | $47.3M |
| UBS Group AG | 0.01% | Reduce -8.4% | 624,407 | $42.9M |
| Norges Bank | 0.00% | — | 624,365 | $42.9M |
| Emerald Advisers, LLC | 1.30% | Add +36.4% | 615,594 | $42.3M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +5.4% | 571,167 | $39.3M |
| Baron Capital (BAMCO) | 0.10% | Reduce -2.4% | 513,197 | $35.3M |
| Voya Investment Management LLC | 0.04% | Reduce -17.2% | 468,549 | $32.2M |
| Fisher Asset Management | 0.01% | Reduce -7.0% | 456,892 | $31.4M |
| Royal Bank of Canada | 0.01% | Reduce -35.8% | 453,972 | $31.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.3% | 435,801 | $30.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +7.6% | 381,458 | $29.2M |
| Tributary Capital Management, LLC | 2.50% | Reduce -6.8% | 369,765 | $25.4M |
| Emerald Mutual Fund Advisers Trust | 1.22% | Add +33.0% | 363,523 | $25.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.3% | 353,873 | $24.3M |
| Lord, Abbett & Co. LLC | 0.08% | Reduce -49.9% | 348,439 | $24.0M |
| Freestone Grove Partners LP | 0.17% | New | 345,769 | $23.8M |
| Artisan Partners Limited Partnership | 0.04% | Reduce -15.7% | 343,997 | $23.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.5% | 340,863 | $23.4M |
| Sei Investments Co. | 0.02% | Add +2.4% | 333,322 | $22.9M |
| Canada Pension Plan Investment Board | 0.01% | Add +66.6% | 321,800 | $22.1M |
| Capital Management Corp. | 3.48% | Add +35.2% | 308,624 | $21.2M |
| Renaissance Technologies | 0.03% | Reduce -19.9% | 295,944 | $20.3M |
| Axiom Investors LLC | 0.16% | Reduce -16.5% | 261,097 | $17.9M |
| Public Sector Pension Investment Board | 0.06% | Reduce -11.5% | 256,092 | $17.6M |
| Deutsche Bank AG | 0.01% | Reduce -2.5% | 252,886 | $17.4M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 239,900 | $16.5M |
| AQR Capital Management | 0.01% | Add +25.2% | 234,196 | $16.1M |
| Channing Capital Management, LLC | 0.41% | New | 233,532 | $16.1M |
| Cramer Rosenthal McGlynn LLC | 0.98% | Reduce -8.0% | 221,463 | $15.2M |
| Nuveen, LLC | 0.00% | Reduce -32.3% | 213,598 | $14.7M |
| Tudor Investment Corporation | 0.08% | Add +159.3% | 207,885 | $14.3M |
| Legal & General Group Plc | 0.00% | Reduce -6.3% | 199,662 | $13.7M |
| Rhumbline Advisers | 0.01% | Reduce -6.0% | 198,191 | $13.6M |
| Cander Asset Management LP | 2.50% | — | 196,678 | $13.5M |
| Invesco Ltd. | 0.00% | Reduce -7.6% | 193,390 | $13.3M |
| Citadel Advisors | 0.01% | Add +282.0% | 188,210 | $12.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +36.4% | 187,807 | $12.9M |
| Assenagon Asset Management S.A. | 0.02% | Add +714.3% | 182,147 | $12.5M |
| Winslow Asset Management Inc. | 2.14% | Add +0.2% | 169,019 | $11.6M |
| Royce & Associates LP | 0.11% | Add +46.1% | 163,661 | $11.3M |
| Susquehanna Portfolio Strategies, LLC | 0.16% | Reduce -4.5% | 151,452 | $10.4M |
| Swiss National Bank | 0.01% | Add +1.8% | 146,400 | $10.1M |
| Pier Capital, LLC | 1.55% | Reduce -0.8% | 141,352 | $9.7M |
| D. E. Shaw & Co. | 0.01% | New | 134,411 | $9.2M |
| Stifel Financial Corp. | 0.01% | Reduce -3.4% | 133,466 | $9.2M |
| Barclays PLC | 0.00% | Add +8.1% | 130,959 | $9.0M |
| FMR LLC | 0.00% | Reduce -13.2% | 122,640 | $8.4M |
| Longaeva Partners L.P. | 0.91% | New | 110,660 | $7.6M |
| New York State Common Retirement Fund | 0.01% | Add +47.5% | 108,983 | $7.5M |
| Diversify Wealth Management, LLC | 0.33% | Add +1.2% | 94,930 | $7.0M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -0.8% | 105,801 | $6.8M |
| Regions Financial Corp. | 0.04% | Reduce -1.6% | 97,720 | $6.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.6% | 89,081 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.9% | 88,675 | $6.1M |
| Millennium Management | 0.00% | Add +2.5% | 87,842 | $6.0M |
| First Trust Advisors LP | 0.00% | Add +176.5% | 87,666 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +12.6% | 86,234 | $5.9M |
| Blue Zone Wealth Advisors, LLC | 1.08% | Add +1.1% | 82,540 | $5.7M |
| Alps Advisors Inc. | 0.03% | Reduce -5.7% | 80,738 | $5.5M |
| Callan Family Office, LLC | 0.12% | Reduce -1.5% | 80,646 | $5.5M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -0.7% | 79,301 | $5.5M |
| Palisades Investment Partners, LLC | 2.02% | Add +2.1% | 77,940 | $5.4M |
| Empowered Funds, LLC | 0.09% | Add +16.3% | 76,054 | $5.2M |
| Holocene Advisors, LP | 0.01% | New | 73,193 | $5.0M |
| Federated Hermes, Inc. | 0.01% | Add +162.1% | 72,836 | $5.0M |
| Prudential Financial Inc. | 0.01% | Reduce -29.2% | 70,720 | $5.0M |
| EFG International AG | 0.09% | — | 71,000 | $4.9M |
| California State Teachers Retirement System | 0.00% | Add +1.9% | 70,476 | $4.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -3.3% | 66,898 | $4.6M |
| BW Gestao de Investimentos Ltda. | 0.16% | New | 64,000 | $4.4M |
| LPL Financial LLC | 0.00% | Add +0.5% | 63,003 | $4.3M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +27.7% | 62,574 | $4.3M |
| New Age Alpha Advisors, LLC | 0.18% | Add +3278.2% | 60,908 | $4.2M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +1.8% | 55,106 | $3.8M |
| &partners | 0.02% | Add +3.1% | 52,991 | $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.