$MC

$55.37 +$0.84 (1.54%) Live

$MC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 78.3M shares outstanding

Who owns MC?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 49.9%

BlackRock, Inc. 11.6% · Kayne Anderson Rudnick Investment Management LLC 6.9%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

391

-9 vs last qtr

Net shares bought

+158.4K

by institutions in Q2 2026

New / sold out

55 / 64

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Citadel Advisors LLC +655.5K
Junto Capital Management LP NEW +482.0K

Biggest sellers in Q2 2026

Capital World Investors SOLD OUT −719.0K
Wasatch Advisors LP −496.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$508K

2 notices from 1 person

Shares covered

7.6K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Osamu R Watanabe Officer $508K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Moelis & Company.

How patient are the owners?

Institutional shares by how long they've been held

5+ years78% 3–5 years6% 1–3 years8% Under 1 year8%

Quarterly turnover

8.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting MC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	9.1M	11.57%	+255.8K (+2.9%)	≤2021	0.0%
Shares held by quarter Peak holding9.1M (Q2'26) Change over 8 quarters+667.6K Share of the company11.570% BlackRock, Inc.'s full portfolio →
KA Kayne Anderson Rudnick Investment Management LLC	5.4M	6.92%	−364.8K (−6.3%)	≤2021	1.1%
Shares held by quarter Peak holding7.2M (Q3'24) Change over 8 quarters−1.8M Share of the company6.920% Kayne Anderson Rudnick Investment Management LLC's full portfolio →

BlackRock, Inc.

9.1M

% of company

11.57%

Change vs last qtr

+255.8K (+2.9%)

Held since

≤2021

Kayne Anderson Rudnick Investment Management LLC

5.4M

% of company

6.92%

Change vs last qtr

−364.8K (−6.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Moelis & Company, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MC on Form N-PORT; together they hold 46.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$248M	3.8M	4.84%	0.22%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$155M	2.4M	3.02%	0.01%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$248M

% of company

4.84%

% of the fund

0.22%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$155M

% of company

3.02%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Moelis & Company and how much of the fund the position is.

Comments