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 11.67% of MC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.96% 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 | 46.70% | 16.65% | 36.66% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.82M | 11.67% | $629.09M |
| Vanguard group | 8.73M | 11.55% | $622.80M |
| Kayne anderson rudnick investment management | 6.46M | 8.54% | $460.54M |
| Wasatch advisors lp | 3.30M | 4.37% | $235.65M |
| London co of virginia | 3.27M | 4.32% | $232.92M |
| Charles schwab investment management | 3.13M | 4.14% | $223.07M |
| State street | 2.89M | 3.82% | $205.84M |
| Ameriprise financial | 2.27M | 3.00% | $162.03B |
| Geode capital management | 2.08M | 2.76% | $148.68M |
| Goldman sachs group | 1.79M | 2.36% | $127.46M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Park circle | 50.18K | 3.00% | $3.58M |
| Timucuan asset management inc/fl | 1.42M | 2.97% | $101.40M |
| Tributary capital management | 793.60K | 2.68% | $56.60M |
| Heard capital | 756.54K | 2.62% | $53.96M |
| Capital management corp /va | 228.33K | 2.56% | $16.28M |
| Winslow asset management | 168.68K | 2.26% | $12.03M |
| Palisades investment partners | 76.34K | 2.14% | $5.44M |
| Pier capital | 142.56K | 1.59% | $10.17M |
| London co of virginia | 3.27M | 1.29% | $232.92M |
| Wasatch advisors lp | 3.30M | 1.27% | $235.65M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Madison investment advisors | 1.16M | 0.97% | 1.16M |
| Norges bank | 712.10K | 0.01% | 712.10K |
| Price t rowe associates inc /md/ | 751.45K | 0.01% | 694.32K |
| Bank of new york mellon | 1.24M | 0.02% | 584.67K |
| Wasatch advisors lp | 3.30M | 1.27% | 458.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -723.38K |
| Azora capital lp | 223.47K | 0.74% | -526.89K |
| Westwood group | - | - | -486.18K |
| Kayne anderson rudnick investment management | 6.46M | 1.12% | -310.86K |
| Capital research global investors | - | - | -280.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Madison investment advisors | 1.16M | 0.97% | 1.16M | $86.06M |
| Norges bank | 712.10K | 0.01% | 712.10K | $52.61M |
| Eisler capital management | 110.09K | 0.03% | 110.09K | $7.84M |
| Alps advisors | 85.60K | 0.03% | 85.60K | $6.10M |
| Jain global | 78.01K | 0.03% | 78.01K | $5.56M |
Sold Out
| Holder | Change |
|---|---|
| Wealthtrak capital management | -5.00 |
| Southstate | -5.00 |
| Mendota financial group | -6.00 |
| Raleigh capital management | -6.00 |
| National bank of canada /fi/ | -7.00 |
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 | 4.42M | 5.96% | - |
| 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% | 440.00 |
| Vanguard Small Cap Index | 1.80M | 2.43% | -11.77K |
| iShares Russell 2000 ETF | 1.47M | 1.98% | - |
| Virtus KAR Small-Cap Core I | 1.22M | 1.65% | -25.80K |
| Wasatch Core Growth | 1.15M | 1.55% | 40.93K |
| Vanguard Small Cap Growth Index Inv | 1.01M | 1.37% | -2.87K |
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 | - | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 6 |
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