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MCMC
Showing 8 of 31 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in MOELIS & CO

Yes. Charles Schwab Investment Management holds 2,955,235 shares of MC (Moelis), worth $193.3M, as of its Q2 2026 13F filing. It increased the position by 252,053 shares (+9.3%) from Q1 2026. Charles Schwab Investment Management has held MC in every 13F on record since Q4 2018, 31 quarterly filings.

Current Value

$193.3M

Current Shares

3M

Total Value Change

+$130.1M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3M
+9.3%
$193.3M0.0%$64.78
33
2026-Q1
Decreased
2.7M
-15.4%
$154.1M0.0%$55.88
0
2025-Q4
Increased
3.2M
+2.1%
$219.6M0.0%$66.73
31
2025-Q3
Increased
3.1M
+1.6%
$223.1M0.0%$68.53
31
2025-Q2
Increased
3.1M
+4.7%
$192M0.0%$59.31
32
2025-Q1
Increased
2.9M
+214.5%
$171.7M0.0%$54.88
49
2024-Q4
Increased
935,552
+1.4%
$69.1M0.0%$68.88
30
2024-Q3
Increased
922,920
+1.9%
$63.2M0.0%$63.30
30

Other major holders of MC: BlackRock, Inc., VANGUARD GROUP INC

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