Back to JONES FINANCIAL COMPANIES LLLP JONES FINANCIAL COMPANIES LLLP

MCMC
Showing 8 of 14 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in MOELIS & CO

Yes. Jones Financial Companies holds 1,709,578 shares of MC (Moelis), worth $110.2M, as of its Q2 2026 13F filing. It increased the position by 419,038 shares (+32.5%) from Q1 2026. Jones Financial Companies has held MC since Q2 2024, across 9 quarterly 13F filings.

Current Value

$110.2M

Current Shares

1.7M

Total Value Change

+$110.2M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+32.5%
$110.2M0.0%$64.78
38
2026-Q1
Increased
1.3M
+556x
$70.1M0.0%$55.88
48
2025-Q4
Increased
2,318
+42.7%
$159,3350.0%$66.73
30
2025-Q3
Increased
1,624
+14.8%
$117,5430.0%$68.53
25
2025-Q2
Increased
1,414
+45.5%
$88,9740.0%$59.31
29
2025-Q1
Increased
972
+18.3%
$56,2960.0%$54.88
24
2024-Q4
Increased
822
+148.3%
$60,7070.0%$68.88
34
2024-Q3
Increased
331
+75.1%
$22,7850.0%$63.30
19

Other major holders of MC: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used