Moelis & Company
US ˙ NYSE ˙ US60786M1053

SecurityMC / Moelis & Company
InstitutionMorgan Stanley
Latest Disclosed Ownership948,994 shares
Latest Disclosed Value $ 54,092,773
Morgan Stanley reports 16.70% increase in ownership of MC / Moelis & Company

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 948,994 shares of Moelis & Company (US:MC) valued at $54,092,658 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 813,212 shares of Moelis & Company. This represents a change in shares of 16.70% during the quarter. The current value of the position is $63,696,477 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.

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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)
2026-05-15 2026-03-31 13F MOELIS CL A 60786M105 948,994 135,782 16.70 54,093 -3.23 0.0033
2026-05-27 2025-12-31 13F/A-1 MOELIS CL A 60786M105 813,212 -24,036 -2.87 55,900 -6.38 0.0033
2026-02-13 2025-12-31 13F MOELIS CL A 60786M105 813,212 -24,036 55,900 0.0033
2026-05-27 2025-09-30 13F/A-1 MOELIS CL A 60786M105 837,248 119,787 16.70 59,713 33.55 0.0036
2025-11-14 2025-09-30 13F MOELIS CL A 60786M105 837,248 119,787 59,713 0.0036
2025-08-15 2025-06-30 13F MOELIS CL A 60786M105 717,461 37,743 5.55 44,712 12.72 0.0029
2025-05-15 2025-03-31 13F MOELIS CL A 60786M105 679,718 12,394 1.86 39,668 -19.54 0.0028
2025-05-15 2024-12-31 13F/A-1 MOELIS CL A 60786M105 667,324 -107,751 -13.90 49,302 -7.15 0.0035
2025-02-14 2024-12-31 13F MOELIS CL A 60786M105 667,324 -107,751 49,302 0.0035
2025-05-14 2024-09-30 13F/A-2 MOELIS CL A 60786M105 775,075 140,850 22.21 53,100 47.25 0.0039
2025-02-14 2024-09-30 13F/A-1 MOELIS CL A 60786M105 775,075 140,850 53,100 0.0038
2024-11-14 2024-09-30 13F MOELIS CL A 60786M105 775,075 140,850 53,100 0.0038
2025-05-14 2024-06-30 13F/A-2 MOELIS CL A 60786M105 634,225 -4,250 -0.67 36,062 -0.51 0.0028
2024-10-17 2024-06-30 13F/A-1 MOELIS CL A 60786M105 634,225 -4,250 36,062 0.0028
2024-08-14 2024-06-30 13F MOELIS CL A 60786M105 634,225 -4,250 36,062 0.0028
2024-10-17 2024-03-31 13F/A-2 MOELIS CL A 60786M105 638,475 -75,788 -10.61 36,246 -9.59 0.0029
2024-08-16 2024-03-31 13F/A-1 MOELIS CL A 60786M105 638,475 -75,788 36,246 0.0029
2024-05-15 2024-03-31 13F MOELIS CL A 60786M105 638,475 -75,788 36,246 0.0029
2024-08-16 2023-12-31 13F/A-1 MOELIS CL A 60786M105 714,263 123,706 20.95 40,092 50.43 0.0035
2024-02-13 2023-12-31 13F MOELIS CL A 60786M105 714,263 123,706 40,092 0.0035
2023-11-15 2023-09-30 13F MOELIS CL A 60786M105 590,557 -287,726 -32.76 26,652 -33.07 0.0027
2023-08-14 2023-06-30 13F MOELIS CL A 60786M105 878,283 180,801 25.92 39,821 48.52 0.0039
2023-05-15 2023-03-31 13F MOELIS CL A 60786M105 697,482 -121,178 -14.80 26,811 -14.65 0.0029
2023-02-14 2022-12-31 13F MOELIS CL A 60786M105 818,660 83,207 11.31 31,412 26.34 0.0036
2022-11-14 2022-09-30 13F MOELIS CL A 60786M105 735,453 78,584 11.96 24,864 -3.81 0.0034
2022-10-27 2022-06-30 13F/A-1 MOELIS CL A 60786M105 656,869 324,319 97.52 25,849 65.56 0.0034
2022-08-15 2022-06-30 13F MOELIS CL A 60786M105 656,869 324,319 25,849 0.0007
2022-10-27 2022-03-31 13F/A-1 MOELIS CL A 60786M105 332,550 -72,246 -17.85 15,613 -38.30 0.0021
2022-05-13 2022-03-31 13F MOELIS CL A 60786M105 332,550 -72,246 15,613 0.0021
2022-02-14 2021-12-31 13F MOELIS CL A 60786M105 404,796 183,192 82.67 25,304 84.57 0.0031
2021-11-15 2021-09-30 13F MOELIS CL A 60786M105 221,604 76,298 52.51 13,710 65.82 0.0018
2021-08-23 2021-06-30 13F/A-1 MOELIS CL A 60786M105 145,306 -44,169 -23.31 8,268 -20.49 0.0011
2021-08-16 2021-06-30 13F MOELIS CL A 60786M105 145,306 -44,169 8,268 0.0002
2021-05-17 2021-03-31 13F MOELIS CL A 60786M105 189,475 59,592 45.88 10,399 71.23 0.0015
2021-02-16 2020-12-31 13F MOELIS CL A 60786M105 129,883 25,764 24.74 6,073 65.97 0.0009
2020-11-13 2020-09-30 13F MOELIS CL A 60786M105 104,119 -11,749 -10.14 3,659 1.36 0.0007
2020-08-14 2020-06-30 13F MOELIS CL A 60786M105 115,868 8,109 7.53 3,610 19.22 0.0008
2020-05-26 2020-03-31 13F/A-1 MOELIS CL A 60786M105 107,759 -61,668 -36.40 3,028 -44.00 0.0008
2020-05-15 2020-03-31 13F MOELIS CL A 60786M105 107,759 -61,668 3,028 232.6135
2020-02-14 2019-12-31 13F MOELIS CL A 60786M105 169,427 25,730 17.91 5,407 14.53 0.0013
2019-11-14 2019-09-30 13F MOELIS CL A 60786M105 143,697 17,692 14.04 4,721 7.20 0.0012
2019-08-14 2019-06-30 13F MOELIS CL A 60786M105 126,005 -18,128 -12.58 4,404 -26.56 0.0012
2019-05-15 2019-03-31 13F MOELIS CL A 60786M105 144,133 -344,882 -70.53 5,997 -64.33 0.0017
2019-02-14 2018-12-31 13F MOELIS CL A 60786M105 489,015 11,275 2.36 16,812 -35.78 0.0050
2019-04-23 2018-09-30 13F/A-2 MOELIS CL A 60786M105 477,740 19,018 4.15 26,180 -2.69 0.0066
2018-11-20 2018-09-30 13F/A-1 MOELIS CL A 60786M105 477,740 0 26,180 0.0066
2018-11-14 2018-09-30 13F MOELIS CL A 60786M105 477,740 19,018 26,180
2019-04-23 2018-06-30 13F/A-1 MOELIS CL A 60786M105 458,722 20,896 4.77 26,904 20.84 0.0073
2018-08-14 2018-06-30 13F MOELIS CL A 60786M105 458,722 20,896 26,904
2019-04-23 2018-03-31 13F/A-1 MOELIS CL A 60786M105 437,826 132,612 43.45 22,264 50.40 0.0062
2018-05-14 2018-03-31 13F MOELIS CL A 60786M105 437,826 132,612 22,264
2019-04-23 2017-12-31 13F/A-1 MOELIS CL A 60786M105 305,214 -176,324 -36.62 14,803 -28.59 0.0041
2018-02-14 2017-12-31 13F MOELIS CL A 60786M105 305,214 -176,324 14,803
2017-11-14 2017-09-30 13F MOELIS CL A 60786M105 481,538 164,002 51.65 20,730 68.03 0.0062
2017-08-11 2017-06-30 13F MOELIS CL A 60786M105 317,536 -1,996 -0.62 12,337 0.28 0.0037
2017-05-22 2017-03-31 13F/A-1 MOELIS CL A 60786M105 319,532 47,402 17.42 12,302 33.36 0.0038
2017-05-12 2017-03-31 13F MOELIS CL A 60786M105 319,532 12,302
2017-02-22 2016-12-31 13F/A-1 MOELIS CL A 60786M105 272,130 -47,018 -14.73 9,225 7.49 0.0030
2017-02-13 2016-12-31 13F MOELIS CL A 60786M105 272,130 9,225
2016-11-10 2016-09-30 13F MOELIS CL A 60786M105 319,148 -59,841 -15.79 8,582 0.66 0.0029
2016-08-12 2016-06-30 13F MOELIS CL A 60786M105 378,989 97,450 34.61 8,526 7.29 0.0031
2016-05-12 2016-03-31 13F MOELIS CL A 60786M105 281,539 -45,434 -13.90 7,947 -16.71 0.0031
2016-02-09 2015-12-31 13F MOELIS CL A 60786M105 326,973 -45,229 -12.15 9,541 -2.38 0.0035
2016-02-08 2015-09-30 13F/A-1 MOELIS CL A 60786M105 372,202 84,504 29.37 9,774 18.34 0.0036
2015-11-09 2015-09-30 13F MOELIS CL A 60786M105 372,202 9,774
2015-08-12 2015-06-30 13F MOELIS CL A 60786M105 287,698 90,171 45.65 8,259 38.81 0.0029
2015-05-14 2015-03-31 13F MOELIS CL A 60786M105 197,527 -49,276 -19.97 5,950 -30.97 0.0022
2015-02-13 2014-12-31 13F MOELIS CL A 60786M105 246,803 203,887 475.08 8,620 487.99 0.0032
2014-12-16 2014-09-30 13F/A-1 MOELIS CL A 60786M105 42,916 42,916 1,466 0.0006
2014-11-14 2014-09-30 13F MOELIS CL A 60786M105 42,916 1,466 0.0006
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.