Moelis & Company MC

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59.22 USD -1.76 (-2.89%)

At closeNov 3, 2026, 4:32 PM EST

59.22 0.00 0.00%

After hours · Nov 3, 4:32 PM ET

59.16 Day range 61.46
51.06 52-week range 78.22
YTD
-13.85%
1 year
-6.59%

Held by funds

173 US ETFs and mutual funds hold MC · largest positions

Funds holding MC, by value held
FundValue heldWeight in fund
IJR $261.32M0.25%
NIR $226.40M0.22%
VTI $136.67M0.01%
SPDW $134.95M0.33%
SCHD $123.50M0.10%
IWM $109.74M0.15%
NJM $98.73M0.12%
VB $95.96M0.05%
VSCRX $62.34M3.60%
FSSNX $56.30M0.16%
VBK $53.41M0.12%
VXF $48.09M0.05%
IWO $41.63M0.30%
SPSM $40.53M0.25%
NLO $35.54M0.24%
DFAS $30.11M0.09%
CGOAX $27.92M0.82%
VTSIX $26.69M0.25%
VTWO $25.25M0.14%
SCHA $23.06M0.10%

Ownership

Held by insiders 1.09%
Held by institutions 108.93%
Float held by institutions 110.13%
Institutions 519

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.12.23%9,057,944536.32MJun 29, 2026
Kayne Anderson Rudnick Investment Management LLC7.31%5,412,938320.50MJun 29, 2026
Vanguard Portfolio Management LLC6.06%4,487,258265.69MJun 29, 2026
Vanguard Capital Management LLC4.52%3,351,361198.43MJun 29, 2026
State Street Corporation4.11%3,044,858180.29MJun 29, 2026
Charles Schwab Investment Management, Inc.3.99%2,955,235174.98MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
iShares Trust-iShares Core S&P Small-Cap ETF5.11%3,787,297224.25MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.19%2,363,831139.96MJun 29, 2026
SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF2.74%2,031,473120.28MAug 30, 2026
Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap2.64%1,954,321115.72MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.30%1,706,260101.03MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF1.99%1,470,95787.10MSep 29, 2026
MC insiders
InsiderRelationLatest transactionDateShares held
ALLISON JOHN A IVDirectorStock Award(Grant)Dec 1, 20245,263
CALLESANO CHRISTOPHERChief Financial OfficerConversion of Exercise of derivative securityFeb 18, 20262,292
CANTOR ERICOfficer and DirectorConversion of Exercise of derivative securityFeb 18, 2026236,948
MAHMOODZADEGAN NAVIDPresidentSaleFeb 18, 2025197,602
MOELIS KENNETH DOfficer and DirectorConversion of Exercise of derivative securityOct 29, 2025209,310
PILCHER CIAFONE KATHERINEChief Operating OfficerConversion of Exercise of derivative securityFeb 18, 20267,969