Moelis Ownership | Who Owns Moelis?
Moelis Ownership Summary
Moelis is owned by 100.40% institutional investors, 1.07% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.62% of MC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.98% of its assets in Moelis shares.
MC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Moelis | 100.40% | 1.07% | -1.47% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Capital Markets Stocks | 45.78% | 17.11% | 37.11% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.79M | 11.62% | $547.73M |
| Vanguard group | 8.15M | 11.26% | $601.92M |
| Kayne anderson rudnick investment management | 6.77M | 8.95% | $421.80M |
| London co of virginia | 3.42M | 4.52% | $212.95M |
| Wasatch advisors lp | 2.85M | 3.76% | $177.34M |
| Ameriprise financial | 2.17M | 2.99% | $159.97M |
| Goldman sachs group | 1.78M | 2.46% | $131.31M |
| Geode capital management | 1.59M | 2.19% | $117.19M |
| Timucuan asset management inc/fl | 1.42M | 1.88% | $88.78M |
| Madison asset management | 1.30M | 1.71% | $80.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Park circle | 50.18K | 2.65% | $3.13M |
| Timucuan asset management inc/fl | 1.42M | 2.60% | $88.78M |
| Tributary capital management | 439.78K | 2.52% | $32.49M |
| Capital management corp /va | 181.09K | 2.40% | $13.38M |
| Winslow asset management | 170.55K | 2.14% | $10.63M |
| Azora capital lp | 750.36K | 2.11% | $46.76M |
| Palisades investment partners | 76.00K | 2.07% | $4.74M |
| Pier capital | 150.08K | 1.43% | $9.35M |
| Blue zone wealth advisors | 80.28K | 1.25% | $5.00M |
| London co of virginia | 3.42M | 1.20% | $212.95M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Madison investment advisors | 1.16M | 0.97% | 1.16M |
| Azora capital lp | 750.36K | 2.11% | 750.36K |
| Norges bank | 712.10K | 0.01% | 712.10K |
| Blackrock funding, inc. /de | 8.79M | 0.01% | 393.18K |
| Lord, abbett | 904.26K | 0.18% | 259.32K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -723.38K |
| Westwood group | - | - | -486.18K |
| Tudor investment corp et al | - | - | -295.92K |
| Jane street group | - | - | -288.23K |
| Capital research global investors | - | - | -280.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Madison investment advisors | 1.16M | 0.97% | 1.16M | $86.06M |
| Azora capital lp | 750.36K | 2.11% | 750.36K | $46.76M |
| Norges bank | 712.10K | 0.01% | 712.10K | $52.61M |
| Susquehanna portfolio strategies | 150.83K | 0.21% | 150.83K | $9.40M |
| Hudson bay capital management lp | 126.16K | 0.03% | 126.16K | $7.86M |
Sold Out
| Holder | Change |
|---|---|
| Southstate | -5.00 |
| Mendota financial group | -6.00 |
| National bank of canada /fi/ | -7.00 |
| Capital performance advisors llp | -11.00 |
| Amundi | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 327 | -2.68% | 63,512,519 | -10.38% | 87 | 0.91% | 164 | -4.09% | 111 | 5.71% |
| Sep 30, 2024 | 335 | 12.79% | 70,857,888 | -2.29% | 97 | 0.97% | 170 | 14.09% | 105 | 12.90% |
| Jun 30, 2024 | 297 | -5.11% | 72,521,988 | 0.82% | 100 | 0.96% | 149 | -1.32% | 93 | -17.70% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.43M | 5.98% | - |
| Touchstone Mid Cap Y | 2.59M | 3.50% | -122.00K |
| Vanguard US Total Market Shares ETF | 2.25M | 3.19% | 2.01K |
| Vanguard Total Stock Mkt Idx Inv | 2.32M | 3.13% | -49.16K |
| Schwab US Dividend Equity ETF™ | 2.11M | 2.84% | -360.00 |
| Vanguard Small Cap Index | 1.80M | 2.43% | -11.77K |
| iShares Russell 2000 ETF | 1.47M | 1.98% | - |
| Virtus KAR Small-Cap Core I | 1.25M | 1.68% | - |
| Wasatch Core Growth | 1.15M | 1.55% | 40.93K |
| CT (Lux) American Smaller Com 9U USD | 1.02M | 1.38% | -6.19K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Feb 19, 2025 | SIMON JOSEPH | Chief Financial Officer | Sell | $426.09K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 6 |
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