Moelis Ownership | Who Owns Moelis?
Moelis Ownership Summary
Moelis is owned by 23.24% institutional investors, 1.07% insiders, and 75.69% retail investors. 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 | 23.24% | 1.07% | 75.69% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Capital Markets Stocks | 28.28% | 14.21% | 57.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.81M | 11.73% | $605.59M |
| Vanguard group | 8.51M | 11.33% | $584.91M |
| Kayne anderson rudnick investment management | 6.46M | 8.54% | $460.54M |
| Wasatch advisors lp | 3.43M | 4.58% | $235.96M |
| 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 | 2.09M | 2.78% | $143.38M |
| Goldman sachs group | 1.88M | 2.50% | $128.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Capital management corp /va | 308.62K | 3.48% | $21.21M |
| Park circle | 50.18K | 3.00% | $3.58M |
| Timucuan asset management inc/fl | 1.42M | 2.97% | $101.40M |
| Heard capital | 756.54K | 2.62% | $53.96M |
| Tributary capital management | 369.76K | 2.50% | $25.42M |
| Winslow asset management | 169.02K | 2.14% | $11.62M |
| Palisades investment partners | 77.94K | 2.02% | $5.36M |
| Pier capital | 141.35K | 1.55% | $9.72M |
| Wasatch advisors lp | 3.43M | 1.40% | $235.96M |
| Emerald advisers | 615.59K | 1.30% | $42.32M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Madison investment advisors | 1.16M | 0.97% | 1.16M |
| Price t rowe associates inc /md/ | 751.45K | 0.01% | 694.32K |
| Norges bank | 624.37K | 0.00% | 624.37K |
| Emerald advisers | 615.59K | 1.30% | 164.10K |
| Assenagon asset management | 182.15K | 0.02% | 159.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -723.38K |
| Azora capital lp | 223.47K | 0.74% | -526.89K |
| Westwood group | - | - | -486.18K |
| Lord, abbett | 348.44K | 0.07% | -346.29K |
| Kayne anderson rudnick investment management | 6.46M | 1.12% | -310.86K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Madison investment advisors | 1.16M | 0.97% | 1.16M | $86.06M |
| Norges bank | 624.37K | 0.00% | 624.37K | $42.92M |
| Eisler capital management | 110.09K | 0.03% | 110.09K | $7.84M |
| Jain global | 78.01K | 0.03% | 78.01K | $5.56M |
| Bw gestao de investimentos ltda. | 64.00K | 0.10% | 64.00K | $4.40M |
Sold Out
| Holder | Change |
|---|---|
| Wealthtrak capital management | -5.00 |
| Grey fox wealth advisors | -5.00 |
| New millennium group | -5.00 |
| Mendota financial group | -6.00 |
| Raleigh capital management | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 327 | -2.68% | 63,512,519 | -10.38% | 87 | 0.91% | 164 | -4.09% | 111 | 5.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.47M | 6.03% | 6.11K |
| Vanguard US Total Market Shares ETF | 2.25M | 3.19% | 2.01K |
| Vanguard Total Stock Mkt Idx Inv | 2.34M | 3.16% | 5.19K |
| Touchstone Mid Cap Y | 2.31M | 3.12% | -155.93K |
| Schwab US Dividend Equity ETF™ | 2.28M | 3.08% | 5.00K |
| Vanguard Small Cap Index | 1.68M | 2.27% | -124.00 |
| iShares Russell 2000 ETF | 1.47M | 1.99% | 86.78K |
| Wasatch Core Growth | 1.25M | 1.69% | -80.64K |
| Virtus KAR Small-Cap Core I | 1.22M | 1.65% | -196.00 |
| Vanguard Small Cap Growth Index Inv | 930.86K | 1.26% | -17.82K |
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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