Moelis & Co (MC) Institutional Ownership

Ownership Summary

Recent 13F filings as of September 2025 show that 386 institutional investors hold a position in Moelis & Co (NYSE:MC).

• The percentage of Moelis owned by institutions changed from 95.0% in June 2025 to 97.3% in September 2025, marking a slight up trend.
• In percentage terms, this reflects as a holdings change of 0.54% quarter on quarter, and an increase of 16.62% year over year.
• Of these 386 institutional investors, 208 increased their holdings in Moelis, while 133 of them reduced positions, and 45 investors maintained their exposure.
• The aggregate institutional position in Moelis now stands at 76.39Mn shares as of September 2025, after investors increased their holdings (up by 410.53K shares quarter on quarter which is up 4.83Mn shares year over year).
• BlackRock, Inc.'s holding of 8.82Mn shares as of September 30, 2025 makes it the primary institutional investor in Moelis, owning 11.24% of the stock.
• Among the most significant buyers of Moelis during September 2025 were PRICE T ROWE ASSOCIATES INC /MD/ (694.32K), Heard Capital LLC (592.84K), Bank of New York Mellon Corp (584.67K), WASATCH ADVISORS LP (458.57K), UBS Group AG (227.23K).
• Leading sellers of Moelis stock in September 2025 included CITADEL ADVISORS LLC (1.05Mn), Azora Capital LP (526.89K), MILLENNIUM MANAGEMENT LLC (379.95K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (310.86K), Qube Research & Technologies Ltd (248.25K).
• The top 10 institutional holders of Moelis for the quarter ending September 2025 included BlackRock, Inc. (8.82Mn), VANGUARD GROUP INC (8.73Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (6.46Mn), WASATCH ADVISORS LP (3.30Mn), LONDON CO OF VIRGINIA (3.27Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (3.13Mn), STATE STREET CORP (2.89Mn), AMERIPRISE FINANCIAL INC (2.27Mn), GEODE CAPITAL MANAGEMENT, LLC (2.08Mn), GOLDMAN SACHS GROUP INC (1.79Mn).