Moelis & Company Ownership | Who Owns Moelis & Company?

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Moelis & Company Ownership Summary

Moelis & Company is owned by 97.95% institutional investors, 0.39% insiders, and 1.66% retail investors. 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Moelis & Company	97.95%	0.39%	1.66%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Capital Markets Stocks	43.37%	15.77%	40.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.15M	11.30%	$463.63M
Blackrock	8.15M	11.30%	$463.39M
Kayne anderson rudnick investment management	7.19M	9.97%	$408.84M
London co of virginia	3.62M	5.02%	$205.98M
Wasatch advisors lp	3.58M	4.96%	$203.66M
Timucuan asset management inc/fl	3.04M	4.22%	$172.94M
State street	2.73M	3.78%	$155.27M
Goldman sachs group	2.60M	3.60%	$147.59M
Heard capital	2.15M	2.98%	$122.29M
Madison asset management	1.77M	2.45%	$100.69M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Heard capital	2.15M	7.46%	$122.29M
Timucuan asset management inc/fl	3.04M	5.94%	$172.94M
Park circle	50.18K	2.73%	$2.85M
Salvus wealth management	60.45K	2.36%	$3.44M
Capital management corp /va	187.00K	2.13%	$10.63M
Tributary capital management	436.54K	2.06%	$24.82M
Winslow asset management	173.82K	1.95%	$9.88M
Cramer rosenthal mcglynn	380.21K	1.27%	$21.62M
Madison asset management	1.77M	1.25%	$100.69M
London co of virginia	3.62M	1.16%	$205.98M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	659.21K	0.01%	659.21K
Natixis advisors	708.14K	0.09%	454.48K
Vanguard group	8.15M	0.01%	384.00K
Voya investment management	379.66K	0.02%	342.23K
Ameriprise financial	1.75M	0.03%	212.35K

Top Sellers

Holder	Shares	% Assets	Change
Goldman sachs group	2.60M	0.03%	-626.75K
Westwood group	585.48K	0.16%	-524.18K
Balyasny asset management	6.06K	0.00%	-258.56K
Alliancebernstein	1.42M	0.03%	-243.51K
Dimensional fund advisors lp	792.67K	0.01%	-223.39K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	659.21K	0.01%	659.21K	$37.48M
Cinctive capital management lp	83.94K	0.23%	83.94K	$4.77M
Spiderrock advisors	57.49K	0.07%	57.49K	$3.27M
Corebridge financial	40.98K	0.01%	40.98K	$2.33M
Mirae asset global etfs	34.17K	0.00%	34.17K	$1.94M

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	333	12.12%	70,842,729	-2.32%	97	0.97%	168	12.75%	105	12.90%
Jun 30, 2024	297	-4.81%	72,521,988	0.82%	100	0.96%	149	-0.67%	93	-17.70%
Mar 31, 2024	312	8.33%	71,929,280	-0.51%	102	0.92%	150	7.14%	113	5.61%
Dec 31, 2023	288	4.35%	72,299,274	-0.51%	105	0.94%	140	11.11%	107	-1.83%
Sep 30, 2023	276	4.55%	72,671,102	-3.57%	105	0.87%	126	-16.00%	109	47.30%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	4.46M	6.32%	-
Touchstone Mid Cap Y	2.86M	4.07%	59.06K
Vanguard Total Stock Mkt Idx Inv	2.24M	3.17%	-10.31K
Vanguard Small Cap Index	1.76M	2.50%	3.45K
iShares Russell 2000 ETF	1.47M	2.08%	-
Virtus KAR Small-Cap Core I	1.25M	1.78%	51.00K
Wasatch Core Growth	1.19M	1.68%	-328.67K
Vanguard Institutional Extnd Mkt Idx Tr	1.05M	1.49%	-7.65K
Vanguard Small Cap Growth Index Inv	969.47K	1.37%	-2.14K
CT (Lux) American Smaller Com 9U USD	857.74K	1.22%	45.54K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 07, 2024	Callesano Christopher	Principal Accounting Officer	Sell	$70.80K
Jul 31, 2024	Shropshire Kenneth	-	Sell	$34.30K
Jul 30, 2024	Pilcher Ciafone Katherine	Chief Operating Officer	Sell	$252.51K
Jul 30, 2024	MOELIS KENNETH	Chairman, CEO	Sell	$365.56K
Jul 30, 2024	MOELIS KENNETH	Chairman, CEO	Sell	$6.44M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
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 97.95%, followed by 0.39% insiders and 1.66% retail investors. The average institutional ownership in Moelis & Company's industry, Capital Markets Stocks, is 43.37%, 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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