Moelis & Company
US ˙ NYSE ˙ US60786M1053

SecurityMC / Moelis & Company
InstitutionAmalgamated Bank
Latest Disclosed Ownership21,314 shares
Latest Disclosed Value $ 1,215
Amalgamated Bank reports 1.13% decrease in ownership of MC / Moelis & Company

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 21,314 shares of Moelis & Company (US:MC) valued at $1,214,898 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 21,557 shares of Moelis & Company. This represents a change in shares of -1.13% during the quarter. The current value of the position is $1,430,596 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F MOELIS COM 60786M105 21,314 -243 -1.13 1 0.00 0.0093
2026-02-05 2025-12-31 13F MOELIS COM 60786M105 21,557 324 1.53 1 0.00 0.0107
2025-10-29 2025-09-30 13F MOELIS COM 60786M105 21,233 220 1.05 2 0.00 0.0108
2025-08-04 2025-06-30 13F MOELIS COM 60786M105 21,013 891 4.43 1 0.00 0.0101
2025-04-25 2025-03-31 13F MOELIS COM 60786M105 20,122 -526 -2.55 1 0.00 0.0100
2025-02-04 2024-12-31 13F MOELIS COM 60786M105 20,648 20 0.10 2 0.00 0.0125
2024-10-30 2024-09-30 13F MOELIS COM 60786M105 20,628 -745 -3.49 1 0.00 0.0116
2024-08-12 2024-06-30 13F MOELIS COM 60786M105 21,373 535 2.57 1 0.00 0.0103
2024-04-23 2024-03-31 13F MOELIS COM 60786M105 20,838 -6,395 -23.48 1 0.00 0.0101
2024-02-06 2023-12-31 13F MOELIS COM 60786M105 27,233 -673 -2.41 2 0.00 0.0122
2023-11-08 2023-09-30 13F MOELIS COM 60786M105 27,906 -861 -2.99 1 0.00 0.0107
2023-08-11 2023-06-30 13F MOELIS COM 60786M105 28,767 20,879 264.69 1 0.0106
2023-05-02 2023-03-31 13F MOELIS COM 60786M105 7,888 -1,393 -15.01 0 0.0026
2023-02-10 2022-12-31 13F MOELIS COM 60786M105 9,281 66 0.72 0 -100.00 0.0032
2022-11-09 2022-09-30 13F MOELIS COM 60786M105 9,215 36 0.39 312 -13.57 0.0030
2022-08-15 2022-06-30 13F MOELIS COM 60786M105 9,179 372 4.22 361 -12.59 0.0034
2022-08-25 2022-03-31 13F/A-1 MOELIS COM 60786M105 8,807 -682 -7.19 413 -30.35 0.0032
2022-06-30 2022-03-31 13F MOELIS COM 60786M105 8,807 -682 413 0.0033
2022-02-15 2021-12-31 13F/A-1 MOELIS COM 60786M105 9,489 -95 -0.99 593 0.00 0.0044
2022-02-15 2021-12-31 13F MOELIS COM 60786M105 9,489 -95 593 0.0044
2021-10-29 2021-09-30 13F MOELIS COM 60786M105 9,584 -635 -6.21 593 2.07 0.0050
2021-08-16 2021-06-30 13F MOELIS COM 60786M105 10,219 2,695 35.82 581 40.68 0.0047
2021-05-13 2021-03-31 13F MOELIS COM 60786M105 7,524 -737 -8.92 413 6.99 0.0155
2021-02-12 2020-12-31 13F MOELIS COM 60786M105 8,261 39 0.47 386 33.56 0.0146
2020-10-30 2020-09-30 13F MOELIS COM 60786M105 8,222 -235 -2.78 289 9.47 0.0126
2020-08-10 2020-06-30 13F MOELIS COM 60786M105 8,457 174 2.10 264 13.30 0.0122
2020-05-13 2020-03-31 13F MOELIS COM 60786M105 8,283 -246 -2.88 233 -14.34 0.0057
2020-02-13 2019-12-31 13F MOELIS COM 60786M105 8,529 383 4.70 272 1.49 0.0050
2019-11-13 2019-09-30 13F MOELIS COM 60786M105 8,146 -119 -1.44 268 -7.27 0.0056
2019-08-14 2019-06-30 13F MOELIS COM 60786M105 8,265 1,485 21.90 289 2.48 0.0067
2019-05-15 2019-03-31 13F MOELIS COM 60786M105 6,780 269 4.13 282 25.89 0.0068
2019-02-15 2018-12-31 13F MOELIS COM 60786M105 6,511 6,511 224 0.0063
2018-11-14 2018-09-30 13F MOELIS COM 60786M105 0 -5,959 -100.00 0 -100.00
2018-07-18 2018-06-30 13F MOELIS COM 60786M105 5,959 1,795 43.11 349 64.62 0.0085
2018-05-22 2018-03-31 13F MOELIS COM 60786M105 4,164 -82 -1.93 212 2.91 0.0056
2018-02-13 2017-12-31 13F MOELIS CO - COM 60786M105 4,246 4,246 206 0.0056
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.