Moelis & Co

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Moelis & Co
TickerMC
CIK #0001596967
CUSIP60786M105
SectorFinance - Investment Advice
Address399 Park Avenue, 5th Floor, New York, NY 10022
Source [EDGAR]
CIK Filing 2011 - 2025
[0001596967] 10-K
[0001596967] 10-Q
[0001596967] 3
[0001596967] 4
[0001596967] 8-K
[0001596967] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
BlackRock Inc Moelis & Co [2023-08-08] 10.4
Moelis & Co Rubicon Technologies Inc [2023-02-14] 7.8
Wasatch Advisors Inc Moelis & Co [2023-02-08] 6.1
BlackRock Inc Moelis & Co [2023-01-25] 8.7
AllianceBernstein LP Moelis & Co [2021-02-08] 5.3
Capital Research Global Investors Moelis & Co [2020-02-14] 6.0
JPMorgan Chase & Co Moelis & Co [2020-01-24] 5.7
Kayne Anderson Rudnick Investment Management LLC Moelis & Co [2018-03-07] 8.36
BlackRock Inc Moelis & Co [2017-01-30] 6.6
Lord Abbett & Co LLC Moelis & Co [2016-02-16] 5.18
Vanguard Group Inc Moelis & Co [2016-02-10] 5.86
Jennison Associates LLC Moelis & Co [2016-02-03] 8.2
Prudential Financial Inc Moelis & Co [2016-02-03] 8.2
Moelis Kenneth Moelis & Co [2015-02-17] 10.3
BAMCO Inc /NY/ Moelis & Co [2015-02-17] 0.13
Waddell & Reed Financial Inc Moelis & Co [2015-02-13] 2.7
Wellington Management Group LLP Moelis & Co [2015-02-12] 5.04
JPMorgan Chase & Co Moelis & Co [2015-01-29] 5.7
Form 3/4/5 Filer 2011 - 2025
Moelis & Co
Watanabe Osamu R
Barker Thorold
Mirrer Louise
Shropshire Kenneth
Worrell Laila
Pilcher Ciafone Katherine
Callesano Christopher
Riehl Nick
Cantor Eric
Simon Joseph
Moelis Kenneth
Raich Jeffrey
Mahmoodzadegan Navid
Allison John A
Crain Elizabeth
Richardson Yolonda C
Greenstreet Yvonne
Leaman J Richard III
Bollenbach Stephen F
Form 13F Holdings
Firm Period DFND Voting Shares
BlackRock, Inc. [2025-06-30] SOLE 8,635,550 8,788,977
Vanguard Group Inc [2025-06-30] SOLE 0 8,673,352
Kayne Anderson Rudnick Investment Management LLC [2025-06-30] SOLE 4,813,837 5,410,103
London Co of Virginia [2025-06-30] SOLE 3,307,710 3,416,998
Charles Schwab Investment Management Inc [2025-06-30] SOLE 3,080,064 3,080,123
State Street Corp [2025-06-30] DFND 2,656,254 2,862,337
Wasatch Advisors LP [2025-06-30] SOLE 2,192,520 2,845,605
Ameriprise Financial Inc [2025-06-30] DFND 0 2,396,230
Geode Capital Management LLC [2025-06-30] DFND 2,052,862 2,052,862
Goldman Sachs Group Inc [2025-06-30] DFND 1,909,535 1,913,291
Timucuan Asset Management Inc/Fl [2025-06-30] SOLE 1,424,527 1,424,527
Kayne Anderson Rudnick Investment Management LLC [2025-06-30] DFND 0 1,358,173
Citadel Advisors LLC [2025-06-30] DFND 1,347,146 1,347,146
Madison Asset Management LLC [2025-06-30] SOLE 1,240,567 1,295,284
Hightower Advisors LLC [2025-06-30] SOLE 1,060,294 1,060,294
Dimensional Fund Advisors LP [2025-06-30] SOLE 896,374 975,410
JPMorgan Chase & Co [2025-06-30] DFND 858,534 945,321
Wells Fargo & Company/MN [2025-06-30] DFND 40,836 939,805
Heard Capital LLC [2025-06-30] SOLE 920,240 920,240
Lord Abbett & Co LLC [2025-06-30] SOLE 868,249 904,263
Northern Trust Corp [2025-06-30] DFND 759,600 763,682
Azora Capital LP [2025-06-30] SOLE 750,358 750,358
Capital World Investors [2025-06-30] DFND 719,000 719,000
Morgan Stanley [2025-06-30] DFND 625,613 717,461
Manufacturers Life Insurance Company the [2025-06-30] DFND 661,594 661,594
Bank of New York Mellon Corp [2025-06-30] DFND 623,920 650,170
Royal Bank of Canada [2025-06-30] DFND 421,242 632,194
Bank of America Corp /DE/ [2025-06-30] DFND 16,320 630,286
Renaissance Technologies LLC [2025-06-30] SOLE 572,144 572,144
Jennison Associates LLC [2025-06-30] DFND 531,035 531,732
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