Moelis Ownership | Who Owns Moelis?
Moelis Ownership Summary
Moelis is owned by 110.24% institutional investors, 1.12% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.01% of MC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.99% of its assets in Moelis shares.
MC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Moelis | 110.24% | 1.12% | -11.35% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Capital Markets Stocks | 50.31% | 16.26% | 33.43% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 9.06M | 12.01% | $592.57M |
| Vanguard group | 8.51M | 11.33% | $584.91M |
| Kayne anderson rudnick investment management | 5.41M | 7.18% | $354.11M |
| Vanguard capital management | 3.35M | 4.44% | $219.25M |
| State street | 3.04M | 4.04% | $199.19M |
| Charles schwab investment management | 2.96M | 3.92% | $193.33M |
| Sixth street partners management company | 2.96M | 3.92% | $193.33M |
| London co of virginia | 2.79M | 3.70% | $182.60M |
| Geode capital management | 2.36M | 3.13% | $154.38M |
| Ameriprise financial | 2.34M | 3.11% | $153.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Timucuan asset management inc/fl | 1.50M | 3.62% | $98.35M |
| Capital management corp /va | 367.08K | 3.60% | $24.01M |
| Park circle | 49.88K | 2.78% | $3.26M |
| Heard capital | 979.81K | 2.74% | $64.10M |
| Tributary capital management | 459.69K | 2.47% | $30.07M |
| Channing capital management | 1.34M | 2.02% | $87.55M |
| Winslow asset management | 164.92K | 1.88% | $10.79M |
| Palisades investment partners | 84.50K | 1.57% | $5.53M |
| Madison asset management | 1.67M | 1.30% | $109.07M |
| Kayne anderson rudnick investment management | 5.41M | 1.10% | $354.11M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 2.96M | 0.03% | 2.96M |
| Madison investment advisors | 1.16M | 0.97% | 1.16M |
| Citadel advisors | 718.44K | 0.01% | 655.54K |
| Junto capital management lp | 481.95K | 0.55% | 481.95K |
| Norges bank | 433.07K | 0.00% | 433.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | 2.33M | 1.00% | -912.57K |
| Capital world investors | - | - | -719.00K |
| Azora capital lp | 223.47K | 0.74% | -526.89K |
| Goldman sachs group | 1.27M | 0.01% | -487.58K |
| Westwood group | - | - | -486.18K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 2.96M | 0.03% | 2.96M | $193.33M |
| Madison investment advisors | 1.16M | 0.97% | 1.16M | $86.06M |
| Junto capital management lp | 481.95K | 0.55% | 481.95K | $31.53M |
| Norges bank | 433.07K | 0.00% | 433.07K | $28.33M |
| Penn capital management company | 210.06K | 0.87% | 210.06K | $13.77M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -2.00 |
| Harbour investments | -3.00 |
| Davis capital management | -4.00 |
| Advisornet financial | -5.00 |
| New millennium group | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 400 | -1.23% | 83,161,037 | 3.82% | 110 | 0.98% | 215 | -4.02% | 130 | -3.70% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.43M | 5.99% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.37M | 3.20% | -2.98K |
| Vanguard US Total Market Shares ETF | 2.25M | 3.19% | 2.01K |
| Vanguard Total Stock Mkt Idx Inv | 2.36M | 3.18% | 19.76K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.36M | 3.18% | 19.76K |
| Schwab US Dividend Equity ETF™ | 2.06M | 2.78% | 5.70K |
| Touchstone Mid Cap Y | 1.95M | 2.63% | -120.43K |
| Vanguard Small Cap Index | 1.71M | 2.31% | 2.52K |
| iShares Russell 2000 ETF | 1.47M | 1.99% | - |
| Wasatch Core Growth | 1.02M | 1.37% | -164.70K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 27, 2026 | Shropshire Kenneth | - | Sell | $129.90K |
| Aug 04, 2026 | WATANABE OSAMU R. | General Counsel, Secretary | Sell | $336.11K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 2 |
| 2026 Q2 | - | - |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 2 |
MC Ownership FAQ
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