Who Owns Moelis Stock?
NYSE: MCFinanceInvestment ManagersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 110.74%
- Institutions (% of float)
- 111.95%
- Held by insiders
- 1.09%
- Institutional holders
- 511
- Institutions 98.9%
- Insiders 1.1%
- Public and other 0.0%
Who owns Moelis stock?
Institutional investors own about 110.7% of Moelis's shares, spread across 511 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 1.09% of MC.
The largest institutional holders are Blackrock Inc. (12.23%), Kayne Anderson Rudnick Investment Management LLC (7.31%) and Vanguard Portfolio Management LLC (6.06%). Together, the top 10 institutions control 52.7% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their MC positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of MC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 9.06M | 12.23% | +2.9% |
| Kayne Anderson Rudnick Investment Management LLC | 5.41M | 7.31% | -6.3% |
| Vanguard Portfolio Management LLC | 4.49M | 6.06% | -3.1% |
| Vanguard Capital Management LLC | 3.35M | 4.52% | +1.1% |
| Wasatch Advisors LP | 3.25M | 4.38% | -13.3% |
| State Street Corporation | 3.04M | 4.11% | +4.2% |
| Charles Schwab Investment Management, Inc. | 2.96M | 3.99% | +9.3% |
| LONDON CO OF VIRGINIA | 2.79M | 3.77% | -3.9% |
| Geode Capital Management, LLC | 2.36M | 3.19% | +8.8% |
| Ameriprise Financial, Inc. | 2.34M | 3.17% | +9.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of MC
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 3.79M | 5.11% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.36M | 3.19% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | 1.95M | 2.64% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | 1.77M | 2.39% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.71M | 2.30% |
| iShares Trust-iShares Russell 2000 ETF | 1.47M | 1.99% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | 1.02M | 1.37% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 985.69K | 1.33% |
| Virtus Equity Trust-Virtus KAR Small-Cap Core Fund | 952.92K | 1.29% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | 926.33K | 1.25% |
Frequently asked questions
Who is the largest shareholder of Moelis?
Blackrock Inc. is the largest institutional shareholder of MC, owning 12.23% of shares outstanding (9.06M shares) as of its latest 13F filing.
What percentage of Moelis is owned by institutions?
Institutions own about 110.7% of MC shares and 112.0% of the public float.
How much of Moelis do insiders own?
Insiders, such as officers and directors, own about 1.09% of MC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.