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Moelis & Company Ownership | Who Owns Moelis & Company?

OverviewForecastRevenueFinancialsChartTranscripts

Moelis & Company Ownership Summary

Moelis & Company is owned by 100.52% institutional investors, 0.39% insiders. Vanguard group is the largest institutional shareholder, holding 11.30% of MC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.32% of its assets in Moelis & Company shares.

MC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockMoelis & Company100.52%0.39%-0.91%
SectorFinancial Services Stocks 43.55%12.63%43.82%
IndustryCapital Markets Stocks43.47%14.01%42.52%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group8.15M11.30%$463.63M
Blackrock8.15M11.30%$463.39M
Kayne anderson rudnick investment management7.19M9.97%$408.84M
London co of virginia3.62M5.02%$205.98M
Wasatch advisors lp3.58M4.96%$203.66M
Timucuan asset management inc/fl3.04M4.22%$172.94M
State street2.73M3.78%$155.27M
Goldman sachs group2.60M3.60%$147.59M
Heard capital2.15M2.98%$122.29M
Madison asset management1.77M2.45%$100.69M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Heard capital2.15M7.46%$122.29M
Timucuan asset management inc/fl3.04M5.94%$172.94M
Park circle50.18K2.73%$2.85M
Salvus wealth management60.45K2.36%$3.44M
Capital management corp /va187.00K2.13%$10.63M
Tributary capital management436.54K2.06%$24.82M
Winslow asset management173.82K1.95%$9.88M
Cramer rosenthal mcglynn380.21K1.27%$21.62M
Madison asset management1.77M1.25%$100.69M
London co of virginia3.62M1.16%$205.98M

Top Buyers

HolderShares% AssetsChange
Norges bank659.21K0.01%659.21K
Natixis advisors708.14K0.09%454.48K
Vanguard group8.15M0.01%384.00K
Voya investment management379.66K0.02%342.23K
Ameriprise financial1.75M0.03%212.35K

Top Sellers

HolderShares% AssetsChange
Goldman sachs group2.60M0.03%-626.75K
Westwood group585.48K0.16%-524.18K
Balyasny asset management6.06K0.00%-258.56K
Alliancebernstein1.42M0.03%-243.51K
Dimensional fund advisors lp792.67K0.01%-223.39K

New Positions

HolderShares% AssetsChangeValue
Norges bank659.21K0.01%659.21K$37.48M
Cinctive capital management lp83.94K0.23%83.94K$4.77M
Spiderrock advisors57.49K0.07%57.49K$3.27M
Corebridge financial40.98K0.01%40.98K$2.33M
Mirae asset global etfs34.17K0.00%34.17K$1.94M

Sold Out

HolderChange
Innealta capital-18.00
Assetmark-26.00
Triad wealth partners-31.00
Mather group, llc.-39.00
Harbor investment advisory-54.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2024297-4.81%72,521,9880.82%1000.96%149-0.67%93-17.70%
Mar 31, 20243128.33%71,929,280-0.51%1020.92%1507.14%1135.61%
Dec 31, 20232884.35%72,299,274-0.51%1050.94%14011.11%107-1.83%
Sep 30, 20232764.55%72,671,102-3.57%1050.87%126-16.00%10947.30%
Jun 30, 20232646.02%75,362,76014.54%1101.14%15020.00%74-10.84%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF4.46M6.32%-
Touchstone Mid Cap Y2.86M4.07%59.06K
Vanguard Total Stock Mkt Idx Inv2.24M3.17%-10.31K
Vanguard Small Cap Index1.76M2.50%3.45K
iShares Russell 2000 ETF1.47M2.08%-
Virtus KAR Small-Cap Core I1.25M1.78%51.00K
Wasatch Core Growth1.19M1.68%-328.67K
Vanguard Institutional Extnd Mkt Idx Tr1.06M1.50%-17.75K
Vanguard Small Cap Growth Index Inv969.47K1.37%-2.14K
CT (Lux) American Smaller Com 9U USD857.74K1.22%45.54K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 07, 2024Callesano Christopher Principal Accounting OfficerSell$70.80K
Jul 31, 2024Shropshire Kenneth-Sell$34.30K
Jul 30, 2024Pilcher Ciafone Katherine Chief Operating OfficerSell$252.51K
Jul 30, 2024MOELIS KENNETH Chairman, CEOSell$365.56K
Jul 30, 2024MOELIS KENNETH Chairman, CEOSell$6.44M

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q3-6
2024 Q2-3
2024 Q1-25
2023 Q4-3

MC Ownership FAQ

Who Owns Moelis & Company?

Moelis & Company shareholders are primarily institutional investors at 100.52%, followed by 0.39% insiders and -0.91% retail investors. The average institutional ownership in Moelis & Company's industry, Capital Markets Stocks, is 43.47%, which Moelis & Company exceeds.

Who owns the most shares of Moelis & Company?

Moelis & Company’s largest shareholders are Vanguard group (8.15M shares, 11.30%), Blackrock (8.15M shares, 11.30%), and Kayne anderson rudnick investment management (7.19M shares, 9.97%). Together, they hold 32.56% of Moelis & Company’s total shares outstanding.

Does Blackrock own Moelis & Company?

Yes, BlackRock owns 11.30% of Moelis & Company, totaling 8.15M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 463.39M$. In the last quarter, BlackRock increased its holdings by 171.83K shares, a 2.15% change.

Who is Moelis & Company’s biggest shareholder by percentage of total assets invested?

Heard capital is Moelis & Company’s biggest shareholder by percentage of total assets invested, with 7.46% of its assets in 2.15M Moelis & Company shares, valued at 122.29M$.

Who is the top mutual fund holder of Moelis & Company shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Moelis & Company shares, with 6.32% of its total shares outstanding invested in 4.46M Moelis & Company shares.

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