Moelis MC Institutional Ownership

NYSE MC

$59.71 +0.14 (+0.24%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

395 Institutions

Increased 218 55.2%

Unchanged 46 11.6%

Reduced 131 33.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

110.02%

▲+3.91 pp QoQ

Shares Held by Institutions

83.18Mn

of 75.60Mn outstanding

▲+7.03% QoQ

Shares Outstanding

75.60Mn

-7.57Mn held outside 13F filers

Institutional Investors

395

filed 13F for Jun 2026

▼-3 vs prior quarter

Net Shares Added (QoQ)

+5.46Mn

accumulated since last quarter

Value of Holdings

$4.97Bn

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 30 Jun, 2026

Moelis & Co (NYSE:MC) has 395 institutional investors that have filed 13F reports for the period ending June 2026.

They owned 110.0% of outstanding stock in June 2026, up from 106.1% the prior quarter.
Their total shares held in MC increased 7.03% quarter over quarter, and separately, investors owning Moelis increased 5.9% from a year ago.
During the quarter, 218 of these 395 funds increased positions in MC, 131 reduced exposure, and 46 held steady.
The aggregate institutional position in Moelis amounted to 83.18Mn shares as of June 2026, up by 5.46Mn shares quarter on quarter, and up 7.96Mn shares year over year.
As of June 30, 2026, the biggest holder of Moelis is BlackRock, Inc. at 9.06Mn shares, representing 11.98% of shares outstanding.
The most significant purchases of MC for the quarter ending June 2026 came from Sixth Street Partners Management Company, L.P. (2.96Mn), CITADEL ADVISORS LLC (655.54K), Junto Capital Management LP (481.95K), NORGES BANK (433.07K), JONES FINANCIAL COMPANIES LLLP (419.04K).
The largest sales of MC for the quarter ending June 2026 came from WASATCH ADVISORS LP (496.03K), Goldman Sachs Group Inc (487.58K), Jpmorgan Chase & Co (385.78K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (364.84K), VOYA INVESTMENT MANAGEMENT LLC (322.95K).
Moelis's 10 largest shareholders as of June 2026 include BlackRock, Inc. (9.06Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (5.41Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.49Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.35Mn), WASATCH ADVISORS LP (3.25Mn), State Street Corp (3.04Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.96Mn), Sixth Street Partners Management Company, L.P. (2.96Mn), LONDON CO OF VIRGINIA (2.79Mn), GEODE CAPITAL MANAGEMENT, LLC (2.36Mn) per Business Quant data.

Form 13F Holdings

395 Institutional Holders

Report period 30 Jun, 2026

Total shares held 83.18Mn

Of outstanding 110.02%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	9,057,944	11.98%	▲255,835	+2.91%	$592.57Mn
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	5,412,938	7.16%	▼364,835	-6.31%	$354.11Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,487,258	5.94%	▼141,425	-3.06%	$293.56Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,351,361	4.43%	▲36,321	+1.10%	$219.25Mn
5	WASATCH ADVISORS LP	0000814133	3,246,593	4.29%	▼496,031	-13.25%	$212.39Mn
6	State Street Corp	0000093751	3,044,858	4.03%	▲123,729	+4.24%	$199.19Mn
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	2,955,235	3.91%	▲252,053	+9.32%	$193.33Mn
7	Sixth Street Partners Management Company, L.P.	0001812095	2,955,235	3.91%	▲2,955,235	0.00%	$193.33Mn
8	LONDON CO OF VIRGINIA	0001259887	2,791,199	3.69%	▼112,748	-3.88%	$182.60Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,359,476	3.12%	▲190,223	+8.77%	$154.38Mn
10	Ameriprise Financial Inc	0000820027	2,344,828	3.10%	▲197,636	+9.20%	$153.40Mn
11	HighTower Advisors, LLC	0001462245	1,843,458	2.44%	▲58,119	+3.26%	$120.60Mn
12	NATIXIS ADVISORS, LLC	0001018331	1,721,484	2.28%	▲368,889	+27.27%	$112.62K
13	JONES FINANCIAL COMPANIES LLLP	0000815917	1,709,578	2.26%	▲419,038	+32.47%	$110.23Mn
14	Madison Asset Management, LLC	0001299351	1,667,157	2.21%	▼106,578	-6.01%	$109.07Mn
15	TIMUCUAN ASSET MANAGEMENT INC/FL	0001034541	1,503,334	1.99%	▼11,367	-0.75%	$98.35Mn
16	DIMENSIONAL FUND ADVISORS LP	0000354204	1,345,514	1.78%	▲67,740	+5.30%	$88.01Mn
17	Channing Capital Management, LLC	0001302404	1,338,234	1.77%	▲30,139	+2.30%	$87.55Mn
18	Goldman Sachs Group Inc	0000886982	1,267,442	1.68%	▼487,576	-27.78%	$82.92Mn
19	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	1,215,510	1.61%	▲21,742	+1.82%	$79.52Mn

Showing 1 to 20 of 395 holders