Moelis & Co (MC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

77,930,565Shares Outstanding

922,643Shares held by institutions

$58,135,735Value of institutional holdings

95.17%Institutional ownership %

2.49%Shares Changed QoQ

372No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Moelis & Co (NYSE:MC) is held by 372 institutional firms.

Moelis saw its institutional ownership percentage fell to 95.2% in December 2025 from 98.1% in September 2025.
The company experienced a 2.49% quarterly change in institutional shares held, alongside an increase of 7.83% in total owners annually.
Of these 372 institutional investors, 190 increased their holdings in Moelis, while 141 of them reduced positions, and 41 investors maintained their exposure.
The aggregate institutional position in Moelis now stands at 74.16Mn shares as of December 2025, after investors increased their holdings (up by 1.81Mn shares quarter on quarter which is up 1.88Mn shares year over year).
BlackRock, Inc.'s holding of 8.81Mn shares as of December 31, 2025 makes it the primary institutional investor in Moelis, owning 11.30% of the stock.
Among the most significant buyers of Moelis during December 2025 were BALYASNY ASSET MANAGEMENT L.P. (885.32K), NORGES BANK (624.37K), AMERIPRISE FINANCIAL INC (406.26K), Freestone Grove Partners LP (345.77K), ADAGE CAPITAL PARTNERS GP, L.L.C. (239.90K).
Leading sellers of Moelis stock in December 2025 included Heard Capital LLC (531.57K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (423.66K), LORD, ABBETT & CO. LLC (346.29K), ROYAL BANK OF CANADA (252.91K), Bank of New York Mellon Corp (231.17K).
The top 10 institutional holders of Moelis for the quarter ending December 2025 included BlackRock, Inc. (8.81Mn), VANGUARD GROUP INC (8.51Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (6.03Mn), WASATCH ADVISORS LP (3.43Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (3.19Mn), LONDON CO OF VIRGINIA (3.06Mn), STATE STREET CORP (2.86Mn), AMERIPRISE FINANCIAL INC (2.68Mn), GEODE CAPITAL MANAGEMENT, LLC (2.09Mn), GOLDMAN SACHS GROUP INC (1.88Mn).

372 Institutional Holders

922,643 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	8,809,808	-10,853	-0.12%	$605,586,221.00
VANGUARD GROUP INC	31 Dec, 2025	8,509,013	-223,422	-2.56%	$584,909,554.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	6,033,755	-423,660	-6.56%	$414,760,368.00
WASATCH ADVISORS LP	31 Dec, 2025	3,432,623	128,443	3.89%	$235,958,505.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	3,194,479	66,697	2.13%	$219,588,486.00
LONDON CO OF VIRGINIA	31 Dec, 2025	3,061,979	-203,899	-6.24%	$210,480,800.00
STATE STREET CORP	31 Dec, 2025	2,856,379	-29,779	-1.03%	$196,347,492.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	2,678,168	406,265	17.88%	$184,097,366.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,085,586	1,164	0.06%	$143,380,880.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	1,876,472	89,365	5.00%	$128,988,718.00
TIMUCUAN ASSET MANAGEMENT INC/FL	31 Dec, 2025	1,405,796	-15,919	-1.12%	$96,634,413.00
HighTower Advisors, LLC	31 Dec, 2025	1,385,692	129,368	10.30%	$95,252,502.00
Madison Asset Management, LLC	31 Dec, 2025	1,218,178	-66,083	-5.15%	$83,737,560.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,216,644	105,185	9.46%	$83,640,943.00
JPMORGAN CHASE & CO	31 Dec, 2025	1,025,893	63,115	6.56%	$70,519,885.00
Bank of New York Mellon Corp	31 Dec, 2025	1,004,824	-231,174	-18.70%	$69,071,561.00
Heard Capital LLC	31 Dec, 2025	981,510	-531,570	-35.13%	$67,468,997.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	940,910	16,396	1.77%	$64,678,137.00
JENNISON ASSOCIATES LLC	31 Dec, 2025	935,531	37,475	4.17%	$64,308,401.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	885,321	885,321	0.00%	$60,856,966.00

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