Moelis & Co (MC) Shareholding Patterns

Stock Card

$68.40

$-0.23 (-0.34%)

As on 28-Aug-2026 16:00EDT

Market cap

$5,079 Mln

Revenue (TTM)

$1,574 Mln

P/E Ratio

23.2

P/B Ratio

Div. Yield

3.9 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
Madison Asset Management, LLC	Institutions	1.95	63.52	31-Mar-2023
Artisan Partners Limited Partnership	Institutions	1.82	-5.01	31-Mar-2023
Dimensional Fund Advisors, Inc.	Institutions	1.56	2.06	31-Mar-2023
Kayne Anderson Rudnick Investment Management LLC	Institutions	10.12	-2.75	31-Dec-2022
Vanguard Group Inc	Institutions	9.79	0.54	31-Dec-2022
BlackRock Inc	Institutions	8.39	0.55	31-Dec-2022
Wasatch Advisors Inc.	Institutions	5.89	28.08	31-Dec-2022
London Company of Virginia	Institutions	5.41	8.26	31-Dec-2022
AllianceBernstein L.P.	Institutions	4.37	0.65	31-Dec-2022
JPMorgan Chase & Co	Institutions	3.77	-0.93	31-Dec-2022
Timucuan Asset Management Inc/FL	Institutions	3.70	0.72	31-Dec-2022
Westwood Holdings Group Inc	Institutions	2.49	5.74	31-Dec-2022
Heard Capital LLC	Institutions	2.42	6.98	31-Dec-2022
State Street Corporation	Institutions	1.99	-1.34	31-Dec-2022
Geode Capital Management, LLC	Institutions	1.94	0.28	31-Dec-2022
Wells Fargo & Co	Institutions	1.51	-0.20	31-Dec-2022
Ameriprise Financial Inc	Institutions	1.30	36.02	31-Dec-2022
Morgan Stanley - Brokerage Accounts	Institutions	1.23	11.31	31-Dec-2022
Lord, Abbett & Co LLC	Institutions	1.22	26.33	31-Dec-2022
Capital World Investors	Institutions	1.08	0.00	31-Dec-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	10.83	12.92	30-Sep-2022
JPMorgan Chase & Co	Institutions	3.96	0.67	30-Sep-2022
Westwood Holdings Group Inc	Institutions	2.45	-3.75	30-Sep-2022
Geode Capital Management, LLC	Institutions	2.01	3.63	30-Sep-2022
Wells Fargo & Co	Institutions	1.58	13.66	30-Sep-2022
Morgan Stanley - Brokerage Accounts	Institutions	1.15	11.96	30-Sep-2022
Vanguard Group Inc	Institutions	10.28	-0.86	30-Jun-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	9.58	14.09	30-Jun-2022
London Company of Virginia	Institutions	5.23	-1.34	30-Jun-2022
AllianceBernstein L.P.	Institutions	4.50	-3.71	30-Jun-2022
JPMorgan Chase & Co	Institutions	3.93	6.93	30-Jun-2022
Timucuan Asset Management Inc/FL	Institutions	3.72	3.76	30-Jun-2022
Wasatch Advisors Inc.	Institutions	3.52	119.89	30-Jun-2022
Westwood Holdings Group Inc	Institutions	2.54	0.02	30-Jun-2022
Artisan Partners Limited Partnership	Institutions	2.30	-1.68	30-Jun-2022
Federated Hermes Inc	Institutions	2.19	-7.88	30-Jun-2022
Heard Capital LLC	Institutions	2.17	0.14	30-Jun-2022
State Street Corporation	Institutions	2.06	1.18	30-Jun-2022
Geode Capital Management, LLC	Institutions	1.94	14.18	30-Jun-2022
Dimensional Fund Advisors, Inc.	Institutions	1.57	4.14	30-Jun-2022
Wells Fargo & Co	Institutions	1.39	-5.37	30-Jun-2022
Madison Asset Management, LLC	Institutions	1.21	84.66	30-Jun-2022
Capital World Investors	Institutions	1.12	0.00	30-Jun-2022
Ameriprise Financial Inc	Institutions	1.02	-9.53	30-Jun-2022
Lord, Abbett & Co LLC	Institutions	1.00	2.49	30-Jun-2022
JPMorgan Chase & Co	Institutions	3.68	22.19	31-Mar-2022
Timucuan Asset Management Inc/FL	Institutions	3.59	12.35	31-Mar-2022
Federated Hermes Inc	Institutions	2.38	-9.69	31-Mar-2022
State Street Corporation	Institutions	2.03	-0.50	31-Mar-2022
Wells Fargo & Co	Institutions	1.46	14.82	31-Mar-2022
Manufacturers Life Insurance Co	Institutions	1.37	178.66	31-Mar-2022
Ameriprise Financial Inc	Institutions	1.12	19.94	31-Mar-2022
BlackRock Inc	Institutions	7.07	0.42	31-Dec-2021
Westwood Holdings Group Inc	Institutions	1.99	12.80	30-Sep-2021
BAMCO Inc	Institutions	1.41	-19.87	30-Sep-2021
BlackRock Inc	Institutions	6.88	-5.59	30-Jun-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
22-Aug-2025	Kenneth Shropshire	Sell	Market	36	72.52	2.62
25-Jul-2025	Osamu R Watanabe	Sell	Market	87	72.64	6.34
25-Jul-2025	Osamu R Watanabe	Sell	Market	87	72.64	6.34
21-Feb-2025	Kenneth Shropshire	Sell	Market	35	72.30	2.55
21-Feb-2025	Kenneth Shropshire	Sell	Market	35	72.30	2.55

Moelis & Co (MC) Shareholding Patterns

Shareholding Pattern

Shareholders more than 1%

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