Moelis & Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 8.39 M | $574.82 M | 100.00% | 11.60% |
| VANGUARD GROUP INC | 11/13/2024 | 8.05 M | $551.34 M | -1.30% | 11.13% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2024 | 7.23 M | $495.59 M | 0.61% | 10.00% |
| LONDON CO OF VIRGINIA | 11/14/2024 | 3.69 M | $253.00 M | 1.94% | 5.11% |
| WASATCH ADVISORS LP | 11/14/2024 | 2.85 M | $195.12 M | -20.49% | 3.94% |
| STATE STREET CORP | 11/14/2024 | 2.73 M | $187.30 M | 0.12% | 3.78% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 11/13/2024 | 2.58 M | $177.00 M | -15.06% | 3.57% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 2.24 M | $153.65 M | 28.03% | 3.10% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.96 M | $134.32 M | -24.47% | 2.71% |
| HEARD CAPITAL LLC | 11/14/2024 | 1.80 M | $123.21 M | -16.38% | 2.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.59 M | $108.97 M | 0.68% | 2.20% |
| MADISON ASSET MANAGEMENT, LLC | 11/12/2024 | 1.56 M | $106.83 M | -11.94% | 2.16% |
| JPMORGAN CHASE & CO | 11/08/2024 | 1.21 M | $82.63 M | -17.52% | 1.67% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.11 M | $75.78 M | 960.95% | 1.53% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1.07 M | $73.24 M | -0.12% | 1.48% |
| LORD, ABBETT & CO. LLC | 12/13/2024 | 974,140 | $66.74 M | -12.98% | 1.35% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 922,920 | $63.23 M | 1.86% | 1.28% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 896,235 | $61.44 M | -13.44% | 1.24% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 804,860 | $55.14 M | 13.66% | 1.11% |
| MORGAN STANLEY | 11/14/2024 | 775,075 | $53.10 M | 22.21% | 1.07% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 731,104 | $50.09 M | -7.77% | 1.01% |
| CAPITAL WORLD INVESTORS | 11/13/2024 | 719,000 | $49.26 M | 0.00% | 0.99% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 715,472 | $49.02 M | 100.00% | 0.99% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 691,830 | $47.40 M | -8.43% | 0.96% |
| ROYAL BANK OF CANADA | 11/14/2024 | 656,427 | $44.97 M | 10.92% | 0.91% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 539,380 | $36.95 M | -0.92% | 0.75% |
| BAMCO INC /NY/ | 11/14/2024 | 527,186 | $36.12 M | -3.75% | 0.73% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 11/12/2024 | 506,709 | $34.71 M | -52.61% | 0.70% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2024 | 486,176 | $33.31 M | -16.96% | 0.67% |
| EMERALD ADVISERS, LLC | 10/29/2024 | 440,330 | $30.17 M | 1.35% | 0.61% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 10/24/2024 | 434,716 | $29.78 M | -0.42% | 0.60% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 372,919 | $25.55 M | 0.55% | 0.52% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 10/29/2024 | 360,871 | $24.72 M | -5.21% | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 354,760 | $24.30 M | 20.86% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 333,370 | $22.84 M | -4.67% | 0.46% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 309,911 | $21.23 M | -18.37% | 0.43% |
| CRAMER ROSENTHAL MCGLYNN LLC | 11/14/2024 | 303,007 | $20.76 M | -20.30% | 0.42% |
| SEI INVESTMENTS CO | 11/12/2024 | 284,360 | $19.48 M | -7.03% | 0.39% |
| INVESCO LTD. | 11/12/2024 | 281,519 | $19.29 M | 181.79% | 0.39% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 241,772 | $16.56 M | 2.01% | 0.33% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 238,817 | $16.36 M | 100.00% | 0.33% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 229,261 | $15.71 M | 3,682.56% | 0.32% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 201,561 | $13.81 M | -0.99% | 0.28% |
| RHUMBLINE ADVISERS | 11/12/2024 | 193,860 | $13.28 M | -3.78% | 0.27% |
| AXIOM INVESTORS LLC /DE | 11/12/2024 | 185,952 | $12.74 M | 100.00% | 0.26% |
| CAPITAL MANAGEMENT CORP /VA | 10/30/2024 | 180,459 | $12.36 M | -3.50% | 0.25% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 178,614 | $12.24 M | -14.09% | 0.25% |
| WINSLOW ASSET MANAGEMENT INC | 11/04/2024 | 175,179 | $12.00 M | 0.78% | 0.24% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 155,508 | $10.65 M | -4.17% | 0.22% |
| UBS GROUP AG | 11/14/2024 | 152,852 | $10.47 M | -17.84% | 0.21% |
Moelis & Companyinstitutional Ownership - FAQ's
During the previous two years, 425 institutional investors and hedge funds held shares of Moelis & Company. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 8.39 M
VANGUARD GROUP INC: 8.05 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 7.23 M
LONDON CO OF VIRGINIA: 3.69 M
WASATCH ADVISORS LP: 2.85 M
STATE STREET CORP: 2.73 M
97.97% of Moelis & Company stock is owned by institutional investors.
Institutional investors have bought a total of 81.26 M shares in the last 24 months. This purchase volume represents approximately $6.08 B in transactions.