Moelis Ownership | Who Owns Moelis?
Moelis Ownership Summary
Moelis is owned by 87.82% institutional investors, 0.93% insiders, and 11.26% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.62% of MC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.19% of its assets in Moelis shares.
MC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Moelis | 87.82% | 0.93% | 11.26% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Capital Markets Stocks | 34.70% | 18.00% | 47.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.41M | 11.62% | $621.03M |
| Vanguard group | 8.15M | 11.26% | $601.92M |
| Kayne anderson rudnick investment management | 7.10M | 9.81% | $524.35M |
| Wasatch advisors lp | 2.63M | 3.64% | $194.49M |
| Ameriprise financial | 2.17M | 2.99% | $159.97M |
| Timucuan asset management inc/fl | 2.00M | 2.76% | $147.65M |
| Goldman sachs group | 1.78M | 2.46% | $131.31M |
| Geode capital management | 1.59M | 2.19% | $117.19M |
| Madison asset management | 1.16M | 1.61% | $86.06M |
| Madison investment advisors | 1.16M | 1.61% | $86.06M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Timucuan asset management inc/fl | 2.00M | 4.52% | $147.65M |
| Winslow asset management | 171.95K | 2.53% | $12.70M |
| Tributary capital management | 439.78K | 2.52% | $32.49M |
| Capital management corp /va | 181.09K | 2.40% | $13.38M |
| Salvus wealth management | 36.56K | 1.72% | $2.70M |
| Emerald mutual fund advisers trust | 301.22K | 1.35% | $22.25M |
| Blue zone wealth advisors | 58.79K | 1.25% | $4.34M |
| Emerald advisers | 426.99K | 1.22% | $31.55M |
| Kayne anderson rudnick investment management | 7.10M | 1.22% | $524.35M |
| Pier capital | 107.74K | 1.14% | $7.96M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Madison investment advisors | 1.16M | 0.97% | 1.16M |
| Norges bank | 712.10K | 0.01% | 712.10K |
| Balyasny asset management | 723.38K | 0.08% | 494.12K |
| Raymond james financial | 377.03K | 0.01% | 377.03K |
| Capital research global investors | 280.46K | 0.00% | 280.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Timucuan asset management inc/fl | 2.00M | 4.52% | -584.98K |
| Westwood group | - | - | -486.18K |
| Madison asset management | 1.16M | 0.97% | -394.43K |
| Wasatch advisors lp | 2.63M | 0.96% | -215.54K |
| Royal bank of canada | 441.97K | 0.01% | -214.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Madison investment advisors | 1.16M | 0.97% | 1.16M | $86.06M |
| Norges bank | 712.10K | 0.01% | 712.10K | $52.61M |
| Raymond james financial | 377.03K | 0.01% | 377.03K | $27.85M |
| Capital research global investors | 280.46K | 0.00% | 280.46K | $20.72M |
| Fred alger management | 221.93K | 0.08% | 221.93K | $16.40M |
Sold Out
| Holder | Change |
|---|---|
| Advisornet financial | -4.00 |
| Mendota financial group | -6.00 |
| Capital performance advisors llp | -11.00 |
| Financial network wealth advisors | -56.00 |
| Jaffetilchin investment partners | -106.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 327 | -2.68% | 63,512,519 | -10.38% | 87 | 0.91% | 164 | -4.09% | 111 | 5.71% |
| Sep 30, 2024 | 335 | 12.79% | 70,857,888 | -2.29% | 97 | 0.97% | 170 | 14.09% | 105 | 12.90% |
| Jun 30, 2024 | 297 | -5.11% | 72,521,988 | 0.82% | 100 | 0.96% | 149 | -1.32% | 93 | -17.70% |
| Mar 31, 2024 | 313 | 8.68% | 71,929,480 | -0.51% | 102 | 0.92% | 151 | 7.86% | 113 | 5.61% |
| Dec 31, 2023 | 288 | 3.97% | 72,299,274 | -1.12% | 105 | 0.93% | 140 | 10.24% | 107 | -1.83% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.37M | 6.19% | - |
| Touchstone Mid Cap Y | 2.84M | 4.03% | -19.40K |
| Vanguard US Total Market Shares ETF | 2.25M | 3.19% | 2.01K |
| Vanguard Total Stock Mkt Idx Inv | 2.24M | 3.17% | 1.35K |
| Schwab US Dividend Equity ETF™ | 1.95M | 2.76% | 1.52K |
| Vanguard Small Cap Index | 1.80M | 2.55% | 1.47K |
| iShares Russell 2000 ETF | 1.47M | 2.08% | - |
| Virtus KAR Small-Cap Core I | 1.25M | 1.77% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.07M | 1.52% | 4.12K |
| Wasatch Core Growth | 1.05M | 1.49% | -135.53K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 19, 2025 | Pilcher Ciafone Katherine | Chief Operating Officer | Sell | $260.11K |
| Feb 19, 2025 | Cantor Eric | Vice Chairman, MD | Sell | $1.22M |
| Feb 19, 2025 | SIMON JOSEPH | Chief Financial Officer | Sell | $426.09K |
| Feb 19, 2025 | MOELIS KENNETH | Chairman, CEO | Sell | $718.69K |
| Feb 19, 2025 | Callesano Christopher | Principal Accounting Officer | Sell | $94.87K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 25 |
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