Who owns Moelis & Co, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Wasatch Advisors LP: 4.4% · 3,246,593 shares
Kayne Anderson Rudnick Investment Management, LLC: 7.9% · 5,778,143 shares
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Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Moelis & Co they hold.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. | $593M | 9,057,944 | 0.01% | — | June 30, 2026 |
| VANGUARD GROUP INC | $585M | 8,509,013 | 0.01% | — | December 31, 2025 |
504 more institutional holders behind a free account
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Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | $248M | 0.22% | — | June 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $155M | 0.01% | — | June 30, 2026 |
352 more funds behind a free account
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