MC · NYSE · Financial - Capital Markets

Moelis & Company (MC)

Independent investment bank advising on mergers, restructurings, capital markets, and private capital.

$58.88
After hours−0.02 (−0.03%)
At close$58.90(−2.75%)

13F · 13D/G · Form 4

Institutions106.38%83.27M shares
404 holders · as of Jun 30, 2026
Insiders0.32%252.7K shares
5 holders · as of Aug 31, 2026
Strategic holders8.81%6.89M shares
1 holder · as of Aug 8, 2023
Adds to115.51%

78.27M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 115.51%; nothing is left for Other.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
11.57%9.06M Aas of Jun 30, 2026
BlackRock, Inc.Strategic
8.81%6.89Mfiled Aug 8, 2023
Kayne Anderson Rudnick Investment Management LLCInstitution
6.92%5.41M Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.73%4.49M Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.28%3.35M Aas of Jun 30, 2026
Wasatch Advisors LPInstitution
4.15%3.25M Aas of Jun 30, 2026
State Street CorpInstitution
3.89%3.04M Aas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
3.78%2.96M Aas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
3.78%2.96M Aas of Jun 30, 2026
London Co of VirginiaInstitution
3.57%2.79M Aas of Jun 30, 2026
Geode Capital Management, LLCInstitution
3.01%2.36M Aas of Jun 30, 2026
Ameriprise Financial IncInstitution
3.00%2.34M Aas of Jun 30, 2026
Hightower Advisors, LLCInstitution
2.36%1.84M Aas of Jun 30, 2026
Natixis Advisors, L.P.Institution
2.20%1.72M Aas of Jun 30, 2026
Jones Financial Companies LLLPInstitution
2.18%1.71M Aas of Jun 30, 2026
Madison Asset Management, LLCInstitution
2.13%1.67M Aas of Jun 30, 2026
Timucuan Asset Management Inc/FLInstitution
1.92%1.50M Aas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.72%1.35M Aas of Jun 30, 2026
Channing Capital Management, LLCInstitution
1.71%1.34M Aas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.62%1.27M Aas of Jun 30, 2026
Macquarie Management Holdings, Inc.Institution
1.55%1.22M Aas of Jun 30, 2026
Fisher Asset Management, LLCInstitution
1.33%1.04M Aas of Jun 30, 2026
Bank of New York Mellon CorpInstitution
1.28%1.00M Aas of Jun 30, 2026
Heard Capital LLCInstitution
1.25%979,810 Aas of Jun 30, 2026
Morgan StanleyInstitution
1.24%968,210 Aas of Jun 30, 2026

13F, as of Jun 30, 2026

404 holders · 83.27M shares · 54 new positions · 218 increased · 130 reduced · 60 closed

HolderShares% of companyChg q/qFiled
BlackRock, Inc.9.06M11.57%+255.8KAug 7, 2026
Kayne Anderson Rudnick Investment Management LLC5.41M6.92%−364.8KAug 13, 2026
Vanguard Portfolio Management LLC4.49M5.73%−141.4KAug 13, 2026
Vanguard Capital Management LLC3.35M4.28%+36.3KAug 13, 2026
Wasatch Advisors LP3.25M4.15%−496.0KJul 10, 2026
State Street Corp3.04M3.89%+123.7KAug 7, 2026
Charles Schwab Investment Management Inc2.96M3.78%+252.1KAug 14, 2026
Sixth Street Partners Management Company, L.P.2.96M3.78%+2.96MnewAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Kayne Anderson Rudnick Investment Management, LLC7.90%5.78M13GMay 14, 2026
Vanguard Portfolio Management6.39%4.69M13GApr 29, 2026
Vanguard Capital Management5.28%3.88M13GApr 30, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 27, 2026
Kenneth Shropshiredirector
Sale1,881$69.067,633
Aug 4, 2026
Osamu R. Watanabeofficer: General Counsel, Secretary
Sale4,850$69.30131
Feb 19, 2026
Osamu R. Watanabeofficer: General Counsel, Secretary
Sale2,765$62.234,981

House and Senate disclosures

Not reported.