Moelis MC Institutional Ownership

NYSE MC

$53.09 -1.46 (-2.68%)

As of: Oct 19, 2026 · 3:59 PM EDT

Institutions by Trading Activity

392 Institutions

Increased 217 55.4%

Unchanged 46 11.7%

Reduced 129 32.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

—

13F totals exceed reported shares outstanding

Shares Held by Institutions

80.11Mn

of 78.27Mn outstanding

▲+0.22% QoQ

Shares Outstanding

78.27Mn

Institutional Investors

392

filed 13F for Jun 2026

▼-5 vs prior quarter

Net Shares Added (QoQ)

+173.21K

accumulated since last quarter

Value of Holdings

$4.43Bn

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

Updated Oct 11, 2026

Moelis & Co (NYSE:MC) had 392 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Total holdings of Moelis shares rose 0.22% from Q1 2026, and the number of holders rose 5.66% from Q2 2025.
Looking at the 392 holders of MC individually, 217 added to their positions, 129 reduced their stakes and 46 left their positions unchanged.
In total, institutional investors held 80.11Mn shares of Moelis at the end of Q2 2026, up 173.21K from the prior quarter and up 6.24Mn from a year earlier.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Moelis with 9.06Mn shares.
Among existing holders, the largest additions to Moelis in Q2 2026 came from Citadel Advisors LLC (+655.54K shares), Jones Financial Companies LLLP (+419.04K shares), Natixis Advisors, LLC (+368.89K shares), BlackRock, Inc. (+255.84K shares) and Charles Schwab Investment Management Inc (+252.05K shares).
The largest position reductions in MC for Q2 2026 were by Wasatch Advisors LP (-496.03K shares), Goldman Sachs Group Inc (-487.58K shares), JPMorgan Chase & Co (-385.78K shares), Kayne Anderson Rudnick Investment Management LLC (-364.83K shares) and Voya Investment Management LLC (-322.95K shares).
Per Business Quant data, the 10 largest holders of Moelis at the end of Q2 2026 were BlackRock, Inc. (9.06Mn shares), Kayne Anderson Rudnick Investment Management LLC (5.41Mn shares), Vanguard Portfolio Management LLC (4.49Mn shares), Vanguard Capital Management LLC (3.35Mn shares), Wasatch Advisors LP (3.25Mn shares), State Street Corp (3.04Mn shares), Charles Schwab Investment Management Inc (2.96Mn shares), London Co of Virginia (2.79Mn shares), Geode Capital Management, LLC (2.36Mn shares) and Ameriprise Financial Inc (2.34Mn shares).

Form 13F Holdings

393 Institutional Holders

Report period 30 Jun, 2026

Total shares held 80.11Mn

Of outstanding —

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	9,057,944	11.57%	▲255,835	+2.91%	$592.57Mn
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	5,412,938	6.92%	▼364,835	-6.31%	$354.11Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,487,258	5.73%	▼141,425	-3.06%	$293.56Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,351,361	4.28%	▲36,321	+1.10%	$219.25Mn
5	WASATCH ADVISORS LP	0000814133	3,246,593	4.15%	▼496,031	-13.25%	$212.39Mn
6	State Street Corp	0000093751	3,044,858	3.89%	▲123,729	+4.24%	$199.19Mn
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	2,955,235	3.78%	▲252,053	+9.32%	$193.33Mn
8	LONDON CO OF VIRGINIA	0001259887	2,791,199	3.57%	▼112,748	-3.88%	$182.60Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,359,476	3.01%	▲190,223	+8.77%	$154.38Mn
10	Ameriprise Financial Inc	0000820027	2,344,828	3.00%	▲197,636	+9.20%	$153.40Mn
11	HighTower Advisors, LLC	0001462245	1,843,458	2.36%	▲58,119	+3.26%	$120.60Mn
12	NATIXIS ADVISORS, LLC	0001018331	1,721,484	2.20%	▲368,889	+27.27%	$112.62K
13	JONES FINANCIAL COMPANIES LLLP	0000815917	1,709,578	2.18%	▲419,038	+32.47%	$110.23Mn
14	Madison Asset Management, LLC	0001299351	1,667,157	2.13%	▼106,578	-6.01%	$109.07Mn
15	TIMUCUAN ASSET MANAGEMENT INC/FL	0001034541	1,503,334	1.92%	▼11,367	-0.75%	$98.35Mn
16	DIMENSIONAL FUND ADVISORS LP	0000354204	1,345,514	1.72%	▲67,740	+5.30%	$88.01Mn
17	Channing Capital Management, LLC	0001302404	1,338,234	1.71%	▲30,139	+2.30%	$87.55Mn
18	Goldman Sachs Group Inc	0000886982	1,267,442	1.62%	▼487,576	-27.78%	$82.92Mn
19	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	1,215,510	1.55%	▲21,742	+1.82%	$79.52Mn
20	Fisher Asset Management, LLC	0000850529	1,037,894	1.33%	▲9,257	+0.90%	$67.90Mn

Showing 1 to 20 of 393 holders