MOELIS & CO

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MC·60786M105·US·Common Stock·Financial Services - Capital Markets-13D/G

MC (MOELIS & CO) is held by 179 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($592.6M), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC ($354.1M), VANGUARD PORTFOLIO MANAGEMENT LLC ($293.6M). Net institutional sentiment: Mixed.

179

Holders

(17 Elite)

$4.4B

Total Value

53% (194)

Consensus

103 buying - 91 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)49

Insider (Form 4)69

Activist (13D/13G)33

Congressional (STOCK Act)85

Holder Quality

83

★★★★★

Elite

43

★★★★

Strong

11

★★★

Solid

49

★★

Below

28

★

Weak

Held by 179 funds

17 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders Aug 31, 2026 · Activists Jul 16, 2026 · Congress none

InsiderSKShropshire KennethSell $130KAug 27, 2026

InsiderWRWATANABE OSAMU R.Sell $336KAug 4, 2026

ActivistWasatch Advisors LP4.4%Jul 16, 2026

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Top Holders

Top Holders (179)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	9.1M(+2.9%)	$592.6M	0.0%	-16.49%	32
KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	5.4M(-6.3%)	$354.1M	1.1%	+132.25%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	4.5M(-3.1%)	$293.6M	0.0%	+2.15%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	3.4M(+1.1%)	$219.2M	0.0%	+1.97%	31
WASATCH ADVISORS LP	Decreased	3.2M(-13.3%)	$212.4M	1.4%	+37.30%	0
STATE STREET CORP	Increased	3M(+4.2%)	$199.2M	0.0%	+9.40%	32
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	3M(+9.3%)	$193.3M	0.0%	+13.42%	33
LONDON CO OF VIRGINIA	Decreased	2.8M(-3.9%)	$182.6M	1.0%	+130.74%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	2.4M(+8.8%)	$154.4M	0.0%	+37.15%	33
AMERIPRISE FINANCIAL INC	Increased	2.3M(+9.2%)	$153.4M	0.0%	+11.78%	33
HighTower Advisors, LLC	Increased	1.8M(+3.3%)	$120.6M	0.1%	+17.88%	37
JONES FINANCIAL COMPANIES LLLP	Increased	1.7M(+32.5%)	$110.2M	0.0%	-1.71%	38
DIMENSIONAL FUND ADVISORS LP	Increased	1.3M(+5.3%)	$88M	0.0%	+18.07%	31
GOLDMAN SACHS GROUP INC	Decreased	1.3M(-27.8%)	$82.9M	0.0%	-12.86%	0
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	Increased	1.2M(+1.8%)	$79.5M	0.1%	+1.86%	36
Fisher Asset Management, LLC	Increased	1M(+0.9%)	$67.9M	0.0%	-1.59%	30
Bank of New York Mellon Corp	Increased	1M(+0.7%)	$65.4M	0.0%	+8.54%	30
MORGAN STANLEY	Increased	968,210(+2.0%)	$63.3M	0.0%	+1.04%	30
WELLS FARGO & COMPANY/MN	Increased	930,431(+0.3%)	$60.9M	0.0%	+41.39%	29
NORTHERN TRUST CORP	Increased	864,683(+6.7%)	$56.6M	0.0%	+47.57%	31

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer