MOELIS & CO MC
CL A · Common Stock · CUSIP 60786M105
Global independent investment bank
- SectorFinancials
- IndustryInvestment Advice
- HeadquartersNew York, NY
- Founded2007
- Websitemoelis.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.36. Options: 7 managers hold calls ($5.0m notional), 4 hold puts ($573.2k).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 245 |
| Q4 2022 | 240 |
| Q1 2023 | 245 |
| Q2 2023 | 259 |
| Q3 2023 | 268 |
| Q4 2023 | 280 |
| Q1 2024 | 308 |
| Q2 2024 | 294 |
| Q3 2024 | 334 |
| Q4 2024 | 351 |
| Q1 2025 | 381 |
| Q2 2025 | 377 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 120 | 132 |
| Q4 2023 | 127 | 141 |
| Q1 2024 | 146 | 140 |
| Q2 2024 | 142 | 136 |
| Q3 2024 | 173 | 126 |
| Q4 2024 | 162 | 159 |
| Q1 2025 | 229 | 139 |
| Q2 2025 | 216 | 175 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $9.4m | $4.5m | 0.48 |
| Q4 2024 | $9.0m | $1.4m | 0.15 |
| Q1 2025 | $4.2m | $758.7k | 0.18 |
| Q2 2025 | $5.0m | $573.2k | 0.11 |
Biggest buyers
| ROYAL BANK OF CANADA | Added | +808.9k |
| Azora Capital LP | New | +750.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +609.2k |
| VANGUARD GROUP INC | Added | +543.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +424.1k |
| DIMENSIONAL FUND ADVISORS LP | Added | +396.0k |
| BlackRock, Inc. | Added | +393.2k |
| LORD, ABBETT & CO. LLC | Added | +259.3k |
| CITADEL ADVISORS LLC | Added | +226.1k |
| JENNISON ASSOCIATES LLC | Added | +186.2k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Sold out | -465.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -443.6k |
| JPMORGAN CHASE & CO | Reduced | -327.1k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -295.9k |
| JANE STREET GROUP, LLC | Sold out | -288.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | -228.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold out | -204.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -188.0k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -184.0k |
| Cubist Systematic Strategies, LLC | Sold out | -182.8k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $2.0m32.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.6m26.4k shares |
| CITADEL ADVISORS LLC | Added | $947.3k15.2k shares |
| WOLVERINE TRADING, LLC | New | $270.7k4.3k shares |
| SIMPLEX TRADING, LLC | Added | $118.0k1.9k shares |
| GROUP ONE TRADING LLC | Reduced | $31.2k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Walleye Trading LLC | Added | $317.8k5.1k shares |
| CITADEL ADVISORS LLC | Reduced | $224.4k3.6k shares |
| SIMPLEX TRADING, LLC | New | $31.0k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution -1.2 pts · filed 2026-05-14 | 7.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: WASATCH ADVISORS LP (4.4%, 2026-07-16), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), LONDON CO OF VIRGINIA (4.1%, 2026-02-17)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 2 | $605.5k | — |
| Q4 2023 | 0 | — | 1 | $3.9m | — |
| Q1 2024 | 0 | — | 8 | $34.1m | — |
| Q2 2024 | 0 | — | 2 | $6.6m | — |
| Q3 2024 | 0 | — | 4 | $8.0m | — |
| Q4 2024 | 0 | — | 1 | $70.8k | — |
| Q1 2025 | 0 | — | 9 | $4.7m | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 8.8m $551.5m | Added +543.9k |
| BlackRock, Inc. 0.01% of their portfolio | 8.8m $547.7m | Added +393.2k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.01% of their portfolio | 6.8m $421.8m | Reduced -151.9k |
| LONDON CO OF VIRGINIA 1.20% of their portfolio | 3.4m $212.9m | Reduced -126.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 3.1m $192.0m | Added +137.8k |
| STATE STREET CORP 0.01% of their portfolio | 2.9m $178.4m | Added +89.1k |
| WASATCH ADVISORS LP 0.93% of their portfolio | 2.8m $177.3m | Added +112.3k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 2.4m $149.3m | Added +135.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.1m $127.9m | Added +424.1k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.9m $119.2m | Reduced -443.6k |
| TIMUCUAN ASSET MANAGEMENT INC/FL 2.60% of their portfolio | 1.4m $88.8m | Added +7.5k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 1.3m $82.8m | Added +226.1k |
| Madison Asset Management, LLC 0.87% of their portfolio | 1.3m $80.7m | Added +31.1k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.3m $79.4m | Added +808.9k |
| HighTower Advisors, LLC 0.08% of their portfolio | 1.1m $66.1m | Added +101.4k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.0m $64.9m | Added +396.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 945.6k $58.9m | Reduced -327.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 939.8k $58.6m | Reduced -20.1k |
| Heard Capital LLC 3.00% of their portfolio | 920.2k $57.3m | Reduced -5.0k |
| LORD, ABBETT & CO. LLC 0.18% of their portfolio | 904.3k $56.4m | Added +259.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 865.4k $53.9m | Added +6.4k |
| NATIXIS ADVISORS, LLC 0.08% of their portfolio | 783.4k $48.8m | Added +168.3k |
| Azora Capital LP 2.11% of their portfolio | 750.4k $46.8m | New |
| Capital World Investors 0.01% of their portfolio | 719.0k $44.8m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 717.5k $44.7m | Added +37.7k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 671.4k $41.8m | Added +186.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 661.6k $41.2m | Added +609.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 651.3k $40.6m | Added +11.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 630.3k $39.3m | Added +49.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 572.1k $35.7m | Added +78.8k |
| BAMCO INC /NY/ 0.09% of their portfolio | 527.2k $32.9m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 502.2k $31.3m | Reduced -184.0k |
| NORGES BANK 0.00% of their portfolio | 501.4k $31.2m | Reduced -63.8k |
| EMERALD ADVISERS, LLC 1.05% of their portfolio | 458.0k $28.5m | Added +31.5k |
| UBS Group AG 0.01% of their portfolio | 454.4k $28.3m | Reduced -51.6k |
| Invesco Ltd. 0.00% of their portfolio | 452.5k $28.2m | Added +132.4k |
| Artisan Partners Limited Partnership 0.04% of their portfolio | 430.6k $26.8m | Reduced -1.5k |
| Tributary Capital Management, LLC 2.29% of their portfolio | 415.0k $25.9m | Reduced -10.8k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 402.2k $25.1m | Reduced -23.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 382.1k $23.8m | Added +24.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 368.0k $22.9m | Added +15.6k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 350.2k $21.8m | Reduced -3.2k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio | 336.9k $22.2m | Added +83.3k |
| Nuveen, LLC 0.01% of their portfolio | 317.2k $19.8m | Reduced -17.9k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 306.0k $19.1m | Added +15.7k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 281.3k $17.5m | Reduced -158.9k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 269.4k $16.8m | Reduced -24.0k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.02% of their portfolio | 267.5k $16.7m | Reduced -33.8k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 252.9k $15.8m | Added +29.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 250.7k $15.6m | Added +81.4k |
| CAPITAL MANAGEMENT CORP /VA 2.61% of their portfolio | 246.2k $15.3m | Added +36.5k |
| Legal & General Group Plc 0.00% of their portfolio | 214.3k $13.4m | Added +22.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 211.2k $13.2m | Added +17.9k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 209.6k $13.1m | Added +16.1k |
| CRAMER ROSENTHAL MCGLYNN LLC 0.84% of their portfolio | 195.3k $12.2m | Added +80.4k |
| AXIOM INVESTORS LLC /DE 0.10% of their portfolio | 190.8k $11.9m | Reduced -105.5k |
| WINSLOW ASSET MANAGEMENT INC 2.14% of their portfolio | 170.6k $10.6m | Added +1.6k |
| BARCLAYS PLC 0.00% of their portfolio | 163.7k $10.2m | Added +30.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 163.1k $10.2m | Added +94.7k |
| Susquehanna Portfolio Strategies, LLC 0.21% of their portfolio | 150.8k $9.4m | New |
| Pier Capital, LLC 1.43% of their portfolio | 150.1k $9.4m | Reduced -7.6k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 140.0k $8.7m | Reduced -944 |
| Swiss National Bank 0.01% of their portfolio | 134.9k $8.4m | Reduced -1.9k |
| FMR LLC 0.00% of their portfolio | 133.0k $8.3m | Reduced -14.2k |
| CITIGROUP INC 0.01% of their portfolio | 126.8k $7.9m | Reduced -369 |
| Hudson Bay Capital Management LP 0.05% of their portfolio | 126.2k $7.9m | New |
| REGIONS FINANCIAL CORP 0.04% of their portfolio | 98.5k $6.1m | Added +1.8k |
| Interval Partners, LP 0.14% of their portfolio | 97.0k $6.0m | New |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 93.9k $5.8m | Added +13.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 93.1k $5.8m | Added +13.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 91.5k $5.7m | Added +3.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 91.2k $5.7m | Added +5.9k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.41% of their portfolio | 89.2k $6.6m | Added +12.9k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 87.3k $5.4m | Added +37.6k |
| Callan Family Office, LLC 0.17% of their portfolio | 84.7k $5.3m | Added +78.6k |
| EFG Asset Management (North America) Corp. 0.71% of their portfolio | 80.5k $5.0m | Added +8.3k |
| Blue Zone Wealth Advisors, LLC 1.25% of their portfolio | 80.3k $5.0m | Added +13.4k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 79.6k $5.0m | Reduced -23.5k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 77.1k $4.8m | Reduced -19.9k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 76.9k $4.8m | Added +262 |
| Palisades Investment Partners, LLC 2.07% of their portfolio | 76.0k $4.7m | Reduced -728 |
| Lighthouse Investment Partners, LLC 0.19% of their portfolio | 70.1k $4.4m | Added +32.4k |
| Y-Intercept (Hong Kong) Ltd 0.11% of their portfolio | 69.2k $4.3m | Added +44.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 69.2k $4.3m | Added +209 |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 67.5k $4.2m | Added +10.0k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 67.0k $4.2m | Added +51.5k |
| Point72 (DIFC) Ltd 0.31% of their portfolio | 63.4k $4.0m | New |
| ALGERT GLOBAL LLC 0.08% of their portfolio | 62.7k $3.9m | Reduced -1.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 59.9k $3.7m | Added +1.7k |
| Man Group plc 0.01% of their portfolio | 59.5k $3.7m | Reduced -82.0k |
| LPL Financial LLC 0.00% of their portfolio | 58.7k $3.7m | Reduced -3.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 57.1k $3.6m | Added +8.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 55.8k $3.5m | Added +39.0k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 54.5k $3.4m | Added +2.7k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 51.8k $3.2m | Reduced -5.3k |
| Vestmark Advisory Solutions, Inc. 0.05% of their portfolio | 51.6k $3.2m | Reduced -44.7k |
| Empowered Funds, LLC 0.04% of their portfolio | 50.7k $3.2m | Added +7.9k |
| PARK CIRCLE Co 2.68% of their portfolio | 50.2k $3.1m | Unchanged |
| &PARTNERS 0.02% of their portfolio | 50.2k $3.1m | Added +4.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 49.4k $3.1m | Reduced -22.6k |