Moelis Ownership | Who Owns Moelis?
Moelis Ownership Summary
Moelis is owned by 105.70% institutional investors, 1.11% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.73% of MC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.03% of its assets in Moelis shares.
MC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Moelis | 105.70% | 1.11% | -6.80% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Capital Markets Stocks | 33.12% | 15.10% | 51.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.80M | 11.73% | $501.72M |
| Vanguard group | 8.51M | 11.33% | $584.91M |
| Kayne anderson rudnick investment management | 5.78M | 7.70% | $329.33M |
| Wasatch advisors lp | 3.74M | 4.99% | $213.33M |
| State street | 2.92M | 3.89% | $166.50M |
| London co of virginia | 2.90M | 3.87% | $165.53M |
| Charles schwab investment management | 2.70M | 3.60% | $154.08M |
| Geode capital management | 2.17M | 2.89% | $123.67M |
| Ameriprise financial | 2.15M | 2.86% | $122.41M |
| Hightower advisors | 1.79M | 2.38% | $101.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Capital management corp /va | 355.24K | 3.46% | $20.25M |
| Timucuan asset management inc/fl | 1.51M | 3.18% | $86.34M |
| Heard capital | 979.81K | 2.89% | $55.85M |
| Tributary capital management | 476.19K | 2.63% | $27.14M |
| Park circle | 49.88K | 2.63% | $2.84M |
| Kettle hill capital management | 155.45K | 2.22% | $8.86M |
| Channing capital management | 1.31M | 1.91% | $74.56M |
| Winslow asset management | 164.91K | 1.83% | $9.40M |
| Palisades investment partners | 77.63K | 1.73% | $4.42M |
| Wasatch advisors lp | 3.74M | 1.42% | $213.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jones financial companies lllp | 1.29M | 0.03% | 1.29M |
| Macquarie management | 1.19M | 0.12% | 1.19M |
| Madison investment advisors | 1.16M | 0.97% | 1.16M |
| Channing capital management | 1.31M | 1.91% | 1.07M |
| Norges bank | 624.37K | 0.00% | 624.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -885.32K |
| Price t rowe associates inc /md/ | 237.32K | 0.00% | -588.40K |
| Ameriprise financial | 2.15M | 0.03% | -530.98K |
| Azora capital lp | 223.47K | 0.74% | -526.89K |
| Charles schwab investment management | 2.70M | 0.02% | -491.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Macquarie management | 1.19M | 0.12% | 1.19M | $68.05M |
| Madison investment advisors | 1.16M | 0.97% | 1.16M | $86.06M |
| Norges bank | 624.37K | 0.00% | 624.37K | $42.92M |
| Vanguard fiduciary trust | 514.42K | 0.01% | 514.42K | $29.32M |
| Fort washington investment advisors inc /oh/ | 380.72K | 0.12% | 380.72K | $21.70B |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -2.00 |
| Harbour investments | -3.00 |
| New millennium group | -5.00 |
| Grey fox wealth advisors | -5.00 |
| Flagship harbor advisors | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 395 | -1.74% | 79,302,051 | 2.61% | 105 | 1.00% | 216 | 3.35% | 133 | -9.52% |
| Dec 31, 2025 | 160 | -60.10% | 17,454,101 | -76.96% | 23 | 0.23% | 72 | -68.42% | 60 | -48.72% |
| Sep 30, 2025 | 188 | -50.26% | 23,909,759 | -68.56% | 31 | 0.31% | 107 | -51.14% | 50 | -56.90% |
| Jun 30, 2025 | 370 | -3.39% | 75,920,003 | 3.00% | 100 | 1.01% | 216 | -6.90% | 112 | 13.13% |
| Mar 31, 2025 | 378 | 6.18% | 73,620,231 | 3.35% | 99 | 1.03% | 227 | 26.11% | 99 | -15.38% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.48M | 6.03% | - |
| Vanguard US Total Market Shares ETF | 2.25M | 3.19% | 2.01K |
| Vanguard Total Stock Mkt Idx Inv | 2.36M | 3.18% | 5.95K |
| Touchstone Mid Cap Y | 2.07M | 2.83% | -234.65K |
| Schwab US Dividend Equity ETF™ | 1.71M | 2.30% | 1.47K |
| Vanguard Small Cap Index | 1.69M | 2.27% | -5.57K |
| iShares Russell 2000 ETF | 1.47M | 1.98% | - |
| Wasatch Core Growth | 1.18M | 1.59% | -66.84K |
| Virtus KAR Small-Cap Core I | 1.06M | 1.45% | -162.00K |
| Nomura Small Cap Core I | 958.02K | 1.29% | 258.38K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 19, 2026 | WATANABE OSAMU R. | General Counsel, Secretary | Sell | $172.07K |
| Aug 22, 2025 | Shropshire Kenneth | - | Sell | $189.64K |
| Jul 25, 2025 | WATANABE OSAMU R. | General Counsel, Secretary | Sell | $460.54K |
| Feb 19, 2025 | Pilcher Ciafone Katherine | Chief Operating Officer | Sell | $260.11K |
| Feb 19, 2025 | Cantor Eric | Vice Chairman, MD | Sell | $1.22M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 9 |
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