Who Owns Moelis & Company (MC)?Hedge Fund & Institutional Holders

$52.18+0.47 (+0.91%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

Infinity%

QoQ Change in Holders

+10 / -4

Price History

$48.86$56.95$65.03$73.12$81.20Sep 24Jun 25Mar 26

MC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JENNISON ASSOCIATES LLCNew Position+936K+$64.3B
BALYASNY ASSET MANAGEMENT L.P.New Position+885K+$60.0B
EMERALD ADVISERS, LLCNew Position+616K+$42.3B
Tributary Capital Management, LLCNew Position+370K+$25.4B
EMERALD MUTUAL FUND ADVISERS TRUSTNew Position+364K+$25.0B
PRINCIPAL FINANCIAL GROUP INCNew Position+354K+$24.3B
Freestone Grove Partners LPNew Position+346K+$23.0B
AMERIPRISE FINANCIAL INCIncreased+406K+$20.0B
Channing Capital Management, LLCNew Position+234K+$16.1B
ADAGE CAPITAL PARTNERS GP, L.L.C.New Position+240K+$16.0B
Heard Capital LLCIncreased+225K+$13.5B
Assenagon Asset Management S.A.Increased+160K+$10.9B
D. E. Shaw & Co., Inc.New Position+134K+$9.0B
CITADEL ADVISORS LLCIncreased+139K+$8.5B
CANADA PENSION PLAN INVESTMENT BOARDIncreased+129K+$8.2B

MC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCDecreased-424K-$45.8B
LONDON CO OF VIRGINIADecreased-204K-$22.4B
ROYAL BANK OF CANADADecreased-253K-$20.4B
Azora Capital LPClosed Position-223K-$15.9B
JANUS HENDERSON GROUP PLCDecreased-211K-$15.5B
NORTHERN TRUST CORPDecreased-75K-$10.5B
Nuveen, LLCDecreased-102K-$9.5B
VOYA INVESTMENT MANAGEMENT LLCDecreased-97K-$9.3B
Nicholas Investment Partners, LPClosed Position-119K-$8.5B
Madison Asset Management, LLCDecreased-66K-$7.9B
Eisler Capital Management Ltd.Closed Position-110K-$7.8B
Aquatic Capital Management LLCClosed Position-99K-$7.1B
RENAISSANCE TECHNOLOGIES LLCDecreased-74K-$6.3B
Artisan Partners Limited PartnershipDecreased-64K-$6.1B
UBS Group AGDecreased-57K-$5.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC4,968,233$341.5B916.62%Share
2WASATCH ADVISORS LP3,432,623$236.0B1402.00%Share
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,194,479$219.0B34.03%Share
4LONDON CO OF VIRGINIA3,061,979$210.5B1214.35%Share
5GOLDMAN SACHS GROUP INC1,636,011$112.0B13.81%Share
6TIMUCUAN ASSET MANAGEMENT INC/FL1,405,796$96.0B3.12%Share
7AMERIPRISE FINANCIAL INC1,340,170$92.0B20.79%Share
8AMERIPRISE FINANCIAL INC1,258,359$86.0B19.43%Share
9Madison Asset Management, LLC1,218,178$83.7B962.86%Share
10DIMENSIONAL FUND ADVISORS LP1,123,071$77.0B16.15%Share
11KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,065,522$73.2B196.58%Share
12Heard Capital LLC981,510$67.5B3.17%Share
13BALYASNY ASSET MANAGEMENT L.P.885,321$60.0B76.17%Share
14JENNISON ASSOCIATES LLC714,026$49.1B29.47%Share
15Capital World Investors719,000$49.0B6.66%Share
16WELLS FARGO & COMPANY/MN680,898$46.0B8.38%Share
17NORTHERN TRUST CORP628,603$43.0B5.48%Share
18EMERALD ADVISERS, LLC615,594$42.3B1.30%Share
19JPMORGAN CHASE & CO607,948$41.0B2.57%Share
20MANUFACTURERS LIFE INSURANCE COMPANY, THE571,167$39.0B32.05%Share
21BANK OF AMERICA CORP /DE/531,361$36.0B2.62%Share
22UBS Group AG518,095$35.6B5.77%Share
23BAMCO INC /NY/513,197$35.3B95.57%Share
24Fisher Asset Management, LLC456,892$31.0B10.58%Share
25RAYMOND JAMES FINANCIAL INC400,194$27.0B8.40%Share
26Tributary Capital Management, LLC369,765$25.4B2.50%Share
27EMERALD MUTUAL FUND ADVISERS TRUST363,523$25.0B1.22%Share
28PRINCIPAL FINANCIAL GROUP INC349,481$24.0B12.27%Share
29Artisan Partners Limited Partnership343,997$23.0B34.43%Share
30Freestone Grove Partners LP345,769$23.0B166.28%Share
31CANADA PENSION PLAN INVESTMENT BOARD321,800$22.0B14.71%Share
32VOYA INVESTMENT MANAGEMENT LLC322,212$22.0B21.69%Share
33SEI INVESTMENTS CO319,980$21.0B20.73%Share
34RENAISSANCE TECHNOLOGIES LLC295,944$20.0B31.03%Share
35JPMORGAN CHASE & CO275,386$18.0B1.13%Share
36AXIOM INVESTORS LLC /DE261,097$17.9B157.52%Share
37ROYAL BANK OF CANADA255,072$17.0B2.77%Share
38PUBLIC SECTOR PENSION INVESTMENT BOARD256,092$17.0B57.08%Share
39Channing Capital Management, LLC233,532$16.1B0.41%Share
40ADAGE CAPITAL PARTNERS GP, L.L.C.239,900$16.0B24.21%Share
41JENNISON ASSOCIATES LLC221,505$15.2B9.14%Share
42CRAMER ROSENTHAL MCGLYNN LLC221,463$15.2B0.98%Share
43GOLDMAN SACHS GROUP INC231,870$15.0B1.85%Share
44AQR CAPITAL MANAGEMENT LLC226,181$15.0B7.87%Share
45ROYAL BANK OF CANADA194,639$13.0B2.11%Share
46DEUTSCHE BANK AG\194,504$13.0B4.23%Share
47RHUMBLINE ADVISERS198,191$13.0B10.51%Share
48Assenagon Asset Management S.A.182,147$12.5B17.24%Share
49ROYCE & ASSOCIATES LP163,661$11.3B114.08%Share
50WELLS FARGO & COMPANY/MN166,138$11.0B2.00%Share

MC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025387$3.0T+125
Q3 2025262$3.0T-57
Q2 2025319$2.2T-53
Q1 2025372$3.4T+49
Q4 2024323$11.3T+55
Q3 2024268$117.4T+28
Q2 2024240$130.0T-5
Q1 2024245$431.8T—

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As of Q4 2025, 50 institutional investors hold MC (Moelis & Company). The largest holder is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC with $341.5B in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own MC?

As of Q4 2025, 50 institutional investors report holding MC (Moelis & Company) in their 13F filings.

Who is the largest institutional holder of MC?

The largest institutional holder of MC is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC with $341.5B in shares.

Is institutional ownership of MC increasing or decreasing?

This quarter, 10 institutions opened new positions in MC and 4 closed their positions.