Moelis & Co. Class AMC

13F holders, Q4 2025 (December 31)
399holders +3
42new positions
49sold out
9famous investors
$68.80avg. 13F price*

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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions42$155.9M
Exits49$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.

Show all 399 holders