Moelis MC Institutional Ownership

NYSE MC

$68.51 +0.22 (+0.32%)

As of: Aug 24, 2026 · 3:59 PM EDT

Institutions by Trading Activity

395 Institutions

Increased 226 57.2%

Unchanged 41 10.4%

Reduced 128 32.4%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

9,115.64%

▲+61.84 pp QoQ

Shares Held by Institutions

80.04Mn

of 878.00K outstanding

▲+22.83% QoQ

Shares Outstanding

878.00K

-79.16Mn held outside 13F filers

Institutional Investors

395

filed 13F for Mar 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+14.88Mn

accumulated since last quarter

Value of Holdings

$5.33Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 31 Mar, 2026

Moelis & Co (NYSE:MC) appears in 395 institutional 13F filings for the quarter ending March 2026.

Collectively, these holders controlled 9115.6% of Moelis's outstanding shares in March 2026, up from 9053.8% in December 2025.
Their total shares held in MC increased 22.83% from the prior quarter, while the number of investors in Moelis increased 3.67% year over year.
Of these 395 holders, 226 added to their stakes in Moelis, 128 trimmed positions, and 41 made no changes.
Altogether, these fund groups held 80.04Mn shares in MC by March 2026, up by 14.88Mn shares quarter on quarter, and down 4.05Mn shares year over year.
As of March 31, 2026, the biggest holder of Moelis is BlackRock, Inc. at 8.8Mn shares, representing 1002.52% of shares outstanding.
The most significant purchases of MC for the quarter ending March 2026 came from VANGUARD PORTFOLIO MANAGEMENT LLC (4.63Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.32Mn), NATIXIS ADVISORS, LLC (1.35Mn), JONES FINANCIAL COMPANIES LLLP (1.29Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (1.19Mn).
The biggest sellers of Moelis for the quarter ending March 2026 included Goldman Sachs Group Inc (2.0Mn), Ameriprise Financial Inc (530.98K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (491.3K), BAMCO INC /NY/ (350.0K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (255.98K).
According to Business Quant data, leading holders of MC for March 2026 are BlackRock, Inc. (8.8Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (5.78Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.63Mn), WASATCH ADVISORS LP (3.74Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.32Mn), State Street Corp (2.92Mn), LONDON CO OF VIRGINIA (2.9Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.7Mn), GEODE CAPITAL MANAGEMENT, LLC (2.17Mn), Ameriprise Financial Inc (2.15Mn).

Form 13F Holdings

395 Institutional Holders

Report period 31 Mar, 2026

Total shares held 80.04Mn

Of outstanding 9,115.64%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	8,802,109	1,002.52%	▼7,699	-0.09%	$501.72Mn
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	5,777,773	658.06%	▼255,982	-4.24%	$329.33Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,628,683	527.18%	▲4,628,683	0.00%	$263.83Mn
4	WASATCH ADVISORS LP	0000814133	3,742,624	426.27%	▲310,001	+9.03%	$213.33Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,315,040	377.57%	▲3,315,040	0.00%	$188.96Mn
6	State Street Corp	0000093751	2,921,129	332.70%	▲64,750	+2.27%	$166.50Mn
7	LONDON CO OF VIRGINIA	0001259887	2,903,947	330.75%	▼158,032	-5.16%	$165.53Mn
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	2,703,182	307.88%	▼491,297	-15.38%	$154.08Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,169,253	247.07%	▲83,667	+4.01%	$123.67Mn
10	Ameriprise Financial Inc	0000820027	2,147,192	244.55%	▼530,976	-19.83%	$122.41Mn
11	HighTower Advisors, LLC	0001462245	1,785,339	203.34%	▲399,647	+28.84%	$101.76Mn
12	Madison Asset Management, LLC	0001299351	1,773,735	202.02%	▲555,557	+45.61%	$101.10Mn
13	Goldman Sachs Group Inc	0000886982	1,755,018	199.89%	▼1,998,032	-53.24%	$100.04Mn
14	TIMUCUAN ASSET MANAGEMENT INC/FL	0001034541	1,514,701	172.52%	▲108,905	+7.75%	$86.34Mn
15	NATIXIS ADVISORS, LLC	0001018331	1,352,595	154.05%	▲1,352,595	0.00%	$77.10K
16	Channing Capital Management, LLC	0001302404	1,308,095	148.99%	▲1,074,563	+460.14%	$74.56Mn
17	JONES FINANCIAL COMPANIES LLLP	0000815917	1,290,540	146.99%	▲1,288,222	+55,574.72%	$70.05Mn
18	DIMENSIONAL FUND ADVISORS LP	0000354204	1,277,774	145.53%	▲61,130	+5.02%	$72.82Mn
19	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	1,193,768	135.96%	▲1,193,768	0.00%	$68.05Mn
20	Jpmorgan Chase & Co	0000019617	1,177,612	134.12%	▲151,719	+14.79%	$64.65Mn

Showing 1 to 20 of 395 holders