MC Institutional Ownership & Shareholders
MOELIS & CO - CLASS A (MC) is currently held by 393 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.01B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of MC tracked by InsiderSet, reporting ownership valued at approximately $592.57M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $552.35M, representing an estimated loss of -6.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed MC value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Kayne Anderson Rudnick Investment Management Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in MOELIS & CO - CLASS A (MC).
This page ranks the largest institutional MC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
393
Total Reported Value
$5.01B
Largest Holder
Blackrock, Inc.
Largest Position
$592.57M
Insider Transactions (90d)
12
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 9,057,944 | $592,570,712 | $552,353,425 | -$40,217,287 | -6.79% | |
| Kayne Anderson Rudnick Investment Management Llc | 1.10% | 5,412,938 | $354,114,459 | $330,080,959 | -$24,033,500 | -6.79% | |
| Vanguard Portfolio Management Llc | 0.01% | 4,487,258 | $293,556,418 | $273,632,993 | -$19,923,425 | -6.79% | |
| Vanguard Capital Management Llc | 0.00% | 3,351,361 | $219,246,037 | $204,365,994 | -$14,880,043 | -6.79% | |
| State Street Corp | 0.01% | 3,044,858 | $199,194,610 | $185,675,441 | -$13,519,169 | -6.79% | |
| Charles Schwab Investment Management Inc | 0.03% | 2,955,235 | $193,331,474 | $180,210,230 | -$13,121,244 | -6.79% | |
| London Co Of Virginia | 1.04% | 2,791,199 | $182,600,608 | $170,207,315 | -$12,393,293 | -6.79% | |
| Geode Capital Management, Llc | 0.01% | 2,359,476 | $154,379,746 | $143,880,846 | -$10,498,900 | -6.80% | |
| Ameriprise Financial Inc | 0.03% | 2,344,828 | $153,397,294 | $142,987,611 | -$10,409,683 | -6.79% | |
| Wasatch Advisors Lp | 1.00% | 2,334,025 | $134,253,118 | $142,328,845 | +$8,075,727 | +6.02% | |
| Natixis Advisors, Llc | 0.13% | 1,721,484 | $112,620,000 | $104,976,094 | -$7,643,906 | -6.79% | |
| Jones Financial Companies Lllp | 0.04% | 1,709,578 | $110,233,894 | $104,250,066 | -$5,983,828 | -5.43% | |
| Madison Asset Management, Llc | 1.30% | 1,667,157 | $109,065,428 | $101,663,234 | -$7,402,194 | -6.79% | |
| Timucuan Asset Management Inc/Fl | 3.62% | 1,503,334 | $98,348,107 | $91,673,307 | -$6,674,800 | -6.79% | |
| Dimensional Fund Advisors Lp | 0.02% | 1,345,514 | $88,006,775 | $82,049,444 | -$5,957,331 | -6.77% | |
| Goldman Sachs Group Inc | 0.01% | 1,267,442 | $82,916,043 | $77,288,613 | -$5,627,430 | -6.79% | |
| Nomura Asset Management International Inc. | 0.12% | 1,215,510 | $79,519,000 | $74,121,800 | -$5,397,200 | -6.79% | |
| Channing Capital Management, Llc | 1.93% | 1,281,707 | $73,723,787 | $78,158,493 | +$4,434,706 | +6.02% | |
| Fisher Asset Management, Llc | 0.02% | 1,037,894 | $67,899,055 | $63,290,776 | -$4,608,279 | -6.79% | |
| Bank Of New York Mellon Corp | 0.01% | 1,000,415 | $65,447,121 | $61,005,307 | -$4,441,814 | -6.79% | |
| Heard Capital Llc | 2.74% | 979,810 | $64,099,170 | $59,748,814 | -$4,350,356 | -6.79% | |
| Morgan Stanley | 0.00% | 968,210 | $63,340,440 | $59,041,446 | -$4,298,994 | -6.79% | |
| Wells Fargo & Company/Mn | 0.01% | 930,431 | $60,868,854 | $56,737,682 | -$4,131,172 | -6.79% | |
| Northern Trust Corp | 0.01% | 864,683 | $56,567,563 | $52,728,369 | -$3,839,194 | -6.79% | |
| Jpmorgan Chase & Co | 0.00% | 791,833 | $50,031,758 | $48,285,976 | -$1,745,782 | -3.49% | |
| Bank Of America Corp | 0.00% | 752,349 | $49,218,668 | $45,878,242 | -$3,340,426 | -6.79% | |
| Citadel Advisors Llc | 0.03% | 718,444 | $47,000,606 | $43,810,715 | -$3,189,891 | -6.79% | |
| Manufacturers Life Insurance Company, The | 0.03% | 656,429 | $42,943,585 | $40,029,040 | -$2,914,545 | -6.79% | |
| Jennison Associates Llc | 0.03% | 643,712 | $42,111,642 | $39,253,558 | -$2,858,084 | -6.79% | |
| Vanguard Fiduciary Trust Co | 0.01% | 534,677 | $34,978,569 | $32,604,603 | -$2,373,966 | -6.79% | |
| Royal Bank Of Canada | 0.01% | 533,542 | $34,904,000 | $32,535,391 | -$2,368,609 | -6.79% | |
| Emerald Advisers, Llc | 0.82% | 531,883 | $34,795,786 | $32,434,225 | -$2,361,561 | -6.79% | |
| New York State Common Retirement Fund | 0.04% | 524,027 | $34,281,846 | $31,955,166 | -$2,326,680 | -6.79% | |
| Junto Capital Management Lp | 0.58% | 481,954 | $31,529,431 | $29,389,555 | -$2,139,876 | -6.79% | |
| Ubs Group Ag | 0.00% | 445,789 | $29,163,517 | $27,184,213 | -$1,979,304 | -6.79% | |
| Fort Washington Investment Advisors Inc | 0.15% | 503,899 | $28,984,270 | $30,727,761 | +$1,743,491 | +6.02% | |
| Norges Bank | 0.00% | 433,073 | $28,331,636 | $26,408,792 | -$1,922,844 | -6.79% | |
| Raymond James Financial Inc | 0.01% | 430,844 | $28,185,837 | $26,272,867 | -$1,912,970 | -6.79% | |
| Royce & Associates Lp | 0.22% | 424,508 | $27,771,313 | $25,886,498 | -$1,884,815 | -6.79% | |
| Freestone Grove Partners Lp | 0.18% | 415,005 | $27,149,627 | $25,307,005 | -$1,842,622 | -6.79% | |
| Envestnet Asset Management Inc | 0.01% | 397,569 | $26,008,961 | $24,243,758 | -$1,765,203 | -6.79% | |
| Tributary Capital Management, Llc | 2.30% | 437,992 | $25,193,321 | $26,708,752 | +$1,515,431 | +6.02% | |
| Woodline Partners Lp | 0.08% | 383,317 | $25,076,598 | $23,374,671 | -$1,701,927 | -6.79% | |
| Renaissance Technologies LLC | Jim Simons | 0.03% | 342,644 | $22,415,770 | $20,894,431 | -$1,521,339 | -6.79% |
| Emerald Mutual Fund Advisers Trust | 0.79% | 342,465 | $22,404,060 | $20,883,516 | -$1,520,544 | -6.79% | |
| Capital Management Corp | 3.33% | 386,250 | $22,217,096 | $23,553,525 | +$1,336,429 | +6.02% | |
| Aqr Capital Management Llc | 0.01% | 337,349 | $22,069,390 | $20,571,542 | -$1,497,848 | -6.79% | |
| Lord, Abbett & Co. Llc | 0.06% | 321,051 | $21,003,000 | $19,577,690 | -$1,425,310 | -6.79% | |
| Principal Financial Group Inc | 0.01% | 359,027 | $20,651,233 | $21,893,466 | +$1,242,233 | +6.02% | |
| Canada Pension Plan Investment Board | 0.01% | 288,900 | $18,899,838 | $17,617,122 | -$1,282,716 | -6.79% |
Frequently asked questions about MC
Who are the largest institutional holders of MC?
The largest institutional holders of MC reported in the latest SEC Form 13F filings include Blackrock, Inc., Kayne Anderson Rudnick Investment Management Llc, Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and State Street Corp. InsiderSet ranks institutional holders by their latest reported MC position.
What is MC institutional ownership?
This page tracks MC positions reported by institutional investment managers through SEC Form 13F. MOELIS & CO - CLASS A (MC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MC?
InsiderSet currently tracks 393 institutional managers reporting MC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MC shareholders.
How much MC stock do institutions own?
Institutional investment managers disclosed approximately $5.01B in MC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MC institutional ownership last updated?
The latest MC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MC position after the reporting date.
Are institutions buying or selling MC?
Institutional buying and selling can be analyzed by comparing MC positions across consecutive 13F reporting periods. InsiderSet's MC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MC ownership changes.
How has MC institutional ownership changed over time?
InsiderSet tracks MC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.