Moelis & Company
US ˙ NYSE ˙ US60786M1053

SecurityMC / Moelis & Company
InstitutionStifel Financial Corp
Latest Disclosed Ownership168,778 shares
Latest Disclosed Value $ 9,620,430
Stifel Financial Corp reports 26.46% increase in ownership of MC / Moelis & Company

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 168,778 shares of Moelis & Company (US:MC) valued at $9,620,346 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 133,466 shares of Moelis & Company. This represents a change in shares of 26.46% during the quarter. The current value of the position is $11,328,379 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)
2026-05-12 2026-03-31 13F MOELIS CL A 60786M105 168,778 35,312 26.46 9,620 4.86 0.0021
2026-02-13 2025-12-31 13F MOELIS CL A 60786M105 133,466 -4,758 -3.44 9,174 -6.94 0.0083
2025-11-12 2025-09-30 13F MOELIS CL A 60786M105 138,224 -1,752 -1.25 9,858 13.01 0.0090
2025-08-14 2025-06-30 13F MOELIS CL A 60786M105 139,976 -944 -0.67 8,723 6.07 0.0085
2025-05-14 2025-03-31 13F MOELIS CL A 60786M105 140,920 -52,502 -27.14 8,224 -42.45 0.0087
2025-02-13 2024-12-31 13F MOELIS CL A 60786M105 193,422 -48,350 -20.00 14,290 -13.72 0.0149
2024-11-14 2024-09-30 13F MOELIS CL A 60786M105 241,772 4,762 2.01 16,564 22.91 0.0174
2024-08-13 2024-06-30 13F MOELIS CL A 60786M105 237,010 49 0.02 13,476 0.18 0.0152
2024-05-14 2024-03-31 13F MOELIS CL A 60786M105 236,961 5,731 2.48 13,452 3.65 0.0153
2024-02-12 2023-12-31 13F MOELIS CL A 60786M105 231,230 20,193 9.57 12,979 36.27 0.0163
2023-11-13 2023-09-30 13F MOELIS CL A 60786M105 211,037 2,949 1.42 9,524 0.95 0.0134
2023-08-14 2023-06-30 13F MOELIS CL A 60786M105 208,088 -1,213 -0.58 9,435 17.27 0.0129
2023-05-12 2023-03-31 13F MOELIS CL A 60786M105 209,301 51,450 32.59 8,046 32.84 0.0115
2023-02-13 2022-12-31 13F MOELIS CL A 60786M105 157,851 -16,410 -9.42 6,057 2.78 0.0091
2022-11-14 2022-09-30 13F MOELIS CL A 60786M105 174,261 38,489 28.35 5,892 10.28 0.0096
2022-08-15 2022-06-30 13F MOELIS CL A 60786M105 135,772 12,963 10.56 5,343 -7.32 0.0084
2022-05-13 2022-03-31 13F MOELIS CL A 60786M105 122,809 2,703 2.25 5,765 -23.22 0.0079
2022-02-14 2021-12-31 13F MOELIS CL A 60786M105 120,106 -6,126 -4.85 7,508 -3.87 0.0099
2021-11-15 2021-09-30 13F MOELIS CL A 60786M105 126,232 13,106 11.59 7,810 21.35 0.0115
2021-08-13 2021-06-30 13F MOELIS CL A 60786M105 113,126 -125 -0.11 6,436 3.56 0.0096
2021-05-14 2021-03-31 13F MOELIS CL A 60786M105 113,251 -13,094 -10.36 6,215 5.20 0.0102
2021-02-12 2020-12-31 13F MOELIS CL A 60786M105 126,345 495 0.39 5,908 33.60 0.0105
2020-11-16 2020-09-30 13F MOELIS CL A 60786M105 125,850 3,127 2.55 4,422 15.64 0.0091
2020-08-14 2020-06-30 13F MOELIS CL A 60786M105 122,723 38,565 45.82 3,824 61.69 0.0088
2020-05-14 2020-03-31 13F MOELIS CL A 60786M105 84,158 14,661 21.10 2,365 6.72 0.0065
2020-02-13 2019-12-31 13F MOELIS CL A 60786M105 69,497 -17,966 -20.54 2,216 -22.81 0.0046
2019-11-19 2019-09-30 13F/A-1 MOELIS CL A 60786M105 87,463 2,145 2.51 2,871 -3.79 0.0073
2019-11-13 2019-09-30 13F MOELIS CL A 60786M105 87,463 2,145 2,871 1,609.3394
2019-08-14 2019-06-30 13F MOELIS CL A 60786M105 85,318 18,676 28.02 2,984 8.27 0.0077
2019-05-14 2019-03-31 13F MOELIS CL A 60786M105 66,642 11,196 20.19 2,756 44.14 0.0078
2019-02-13 2018-12-31 13F MOELIS CL A 60786M105 55,446 11,623 26.52 1,912 -20.27 0.0062
2018-11-13 2018-09-30 13F MOELIS CL A 60786M105 43,823 -44,209 -50.22 2,398 -53.59 0.0069
2018-08-14 2018-06-30 13F MOELIS CL A 60786M105 88,032 46,614 112.55 5,167 145.11 0.0159
2018-05-11 2018-03-31 13F MOELIS CL A 60786M105 41,418 26,301 173.98 2,108 187.98 0.0067
2018-02-14 2017-12-31 13F MOELIS CL A 60786M105 15,117 239 1.61 732 14.20 0.0023
2017-11-13 2017-09-30 13F MOELIS CL A 60786M105 14,878 -21,664 -59.29 641 -54.92 0.0022
2017-08-14 2017-06-30 13F MOELIS CL A 60786M105 36,542 478 1.33 1,422 2.30 0.0053
2017-05-10 2017-03-31 13F MOELIS CL A 60786M105 36,064 36,064 1,390 0.0054
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.