Moelis & Company
US ˙ NYSE ˙ US60786M1053

SecurityMC / Moelis & Company
InstitutionBarclays Plc
Latest Disclosed Ownership130,959 shares
Latest Disclosed Value $ 9,002,122
Barclays Plc reports 8.12% increase in ownership of MC / Moelis & Company

On February 13, 2026 - Barclays Plc filed a 13F-HR form disclosing ownership of 130,959 shares of Moelis & Company (US:MC) valued at $9,002,122 USD as of December 31, 2025. The entity filed a previous 13F-HR/A on March 31, 2026 disclosing 121,127 shares of Moelis & Company. This represents a change in shares of 8.12% during the quarter. The current value of the position is $8,789,968 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)
2026-02-13 2025-12-31 13F MOELIS &amp COM 60786M105 130,959 9,832 8.12 9,002 4.21 0.0022
2026-03-31 2025-09-30 13F/A-3 MOELIS &amp COM 60786M105 121,127 -42,530 -25.99 8,639 -15.31 0.0019
2026-03-19 2025-09-30 13F/A-2 MOELIS COM 60786M105 142,138 -21,519 9,738 0.0026
2025-11-12 2025-09-30 13F MOELIS &amp COM 60786M105 121,127 -42,530 8,639 0.0019
2026-02-27 2025-06-30 13F/A-2 MOELIS &amp COM 60786M105 163,657 30,630 23.03 10,199 31.38 0.0023
2025-08-14 2025-06-30 13F/A-1 MOELIS &amp COM 60786M105 163,657 30,630 10 0.0023
2025-08-13 2025-06-30 13F MOELIS &amp COM 60786M105 163,657 30,630 10 0.0008
2026-03-17 2025-03-31 13F/A-1 MOELIS COM 60786M105 133,027 -10,924 -7.59 7,763 -27.01 0.0022
2025-05-15 2025-03-31 13F MOELIS &amp COM 60786M105 133,027 -10,924 8 0.0022
2026-03-19 2024-12-31 13F/A-1 MOELIS COM 60786M105 143,951 1,813 1.28 10,635 9.22 0.0030
2025-02-13 2024-12-31 13F MOELIS &amp COM 60786M105 143,951 1,813 11 0.0030
2026-03-31 2024-09-30 13F/A-2 MOELIS COM 60786M105 142,138 -122,978 -46.39 9,738 -35.41 0.0026
2024-11-19 2024-09-30 13F/A-1 MOELIS &amp COM 60786M105 142,138 -122,978 10 0.0026
2024-11-15 2024-09-30 13F MOELIS &amp COM 60786M105 142,138 -122,978 10 0.0008
2026-03-23 2024-06-30 13F/A-1 MOELIS COM 60786M105 265,116 -50,510 -16.00 15,074 -15.87 0.0046
2024-08-14 2024-06-30 13F MOELIS &amp COM 60786M105 265,116 -50,510 15 0.0046
2026-03-24 2024-03-31 13F/A-1 MOELIS & COM 60786M105 315,626 138,939 78.64 17,918 80.68 0.0062
2024-05-15 2024-03-31 13F MOELIS &amp COM 60786M105 315,626 138,939 18 0.0062
2026-03-25 2023-12-31 13F/A-1 MOELIS & COM 60786M105 176,687 -117,323 -39.90 9,917 -25.26 0.0036
2024-02-15 2023-12-31 13F MOELIS &amp COM 60786M105 176,687 -117,323 10 0.0036
2026-03-26 2023-09-30 13F/A-1 MOELIS & COM 60786M105 294,010 105,715 56.14 13,269 55.42 0.0083
2023-11-07 2023-09-30 13F MOELIS &amp COM 60786M105 294,010 105,715 13 0.0083
2026-03-30 2023-06-30 13F/A-2 MOELIS & COM 60786M105 188,295 140,265 292.04 8,537 362.46 0.0054
2023-09-20 2023-06-30 13F/A-1 MOELIS &amp COM 60786M105 188,295 140,265 9 0.0054
2023-08-03 2023-06-30 13F MOELIS &amp COM 60786M105 188,295 140,265 9 0.0054
2026-03-30 2023-03-31 13F/A-1 MOELIS & COM 60786M105 48,030 15,377 47.09 1,846 47.44 0.0008
2023-05-04 2023-03-31 13F MOELIS &amp COM 60786M105 48,030 15,377 2 0.0008
2026-03-30 2022-12-31 13F/A-1 MOELIS & COM 60786M105 32,653 -26,514 -44.81 1,253 -37.40 0.0006
2023-02-13 2022-12-31 13F MOELIS &amp COM 60786M105 32,653 -26,514 1 0.0006
2022-11-03 2022-09-30 13F MOELIS &amp COM 60786M105 59,167 22,014 59.25 2,000 36.80 0.0022
2022-08-12 2022-06-30 13F MOELIS &amp COM 60786M105 37,153 -5,446 -12.78 1,462 -26.90 0.0009
2022-05-16 2022-03-31 13F MOELIS &amp COM 60786M105 42,599 -52,623 -55.26 2,000 -66.40 0.0016
2022-02-23 2021-12-31 13F/A-1 MOELIS &amp COM 60786M105 95,222 31,940 50.47 5,952 52.03 0.0022
2022-02-14 2021-12-31 13F MOELIS &amp COM 60786M105 95,222 31,940 5,952 0.0007
2021-11-09 2021-09-30 13F MOELIS &amp COM 60786M105 63,282 46,235 271.22 3,915 303.19 0.0018
2021-08-13 2021-06-30 13F MOELIS &amp COM 60786M105 17,047 -46,659 -73.24 971 -72.23 0.0005
2021-05-13 2021-03-31 13F MOELIS &amp COM 60786M105 63,706 39,890 167.49 3,496 214.11 0.0019
2021-02-11 2020-12-31 13F MOELIS &amp COM 60786M105 23,816 -3,264 -12.05 1,113 16.79 0.0006
2020-11-12 2020-09-30 13F MOELIS &amp COM 60786M105 27,080 -9,908 -26.79 953 -17.35 0.0006
2020-08-12 2020-06-30 13F MOELIS &amp COM 60786M105 36,988 -28,591 -43.60 1,153 -37.47 0.0009
2020-05-13 2020-03-31 13F MOELIS &amp COM 60786M105 65,579 85 0.13 1,844 -11.77 0.0015
2020-02-10 2019-12-31 13F MOELIS &amp COM 60786M105 65,494 -2,489 -3.66 2,090 -6.40 0.0012
2019-11-15 2019-09-30 13F/A-1 MOELIS &amp COM 60786M105 67,983 -4,411 -6.09 2,233 -11.74 0.0014
2019-11-14 2019-09-30 13F MOELIS &amp COM 60786M105 67,983 -4,411 2,233 516.2721
2019-08-14 2019-06-30 13F MOELIS &amp COM 60786M105 72,394 22,633 45.48 2,530 22.16 0.0015
2019-05-15 2019-03-31 13F MOELIS &amp COM 60786M105 49,761 27,320 121.74 2,071 168.61 0.0014
2019-02-14 2018-12-31 13F MOELIS &amp COM 60786M105 22,441 1,994 9.75 771 -31.16 0.0006
2018-11-14 2018-09-30 13F MOELIS &amp COM 60786M105 20,447 -15,183 -42.61 1,120 -46.41 0.0008
2018-08-14 2018-06-30 13F MOELIS &amp COM 60786M105 35,630 26,746 301.06 2,090 362.39 0.0018
2018-05-15 2018-03-31 13F MOELIS &amp COM 60786M105 8,884 -2,500 -21.96 452 -18.12 0.0003
2018-02-14 2017-12-31 13F MOELIS &amp COM 60786M105 11,384 10,660 1,472.38 552 1,680.65 0.0005
2017-11-14 2017-09-30 13F MOELIS &amp COM 60786M105 724 -1,496 -67.39 31 -64.37 0.0000
2017-08-14 2017-06-30 13F MOELIS &amp COM 60786M105 2,220 -4,084 -64.78 87 -64.20 0.0001
2017-05-15 2017-03-31 13F MOELIS &amp COM 60786M105 6,304 2,251 55.54 243 76.09 0.0003
2017-02-14 2016-12-31 13F MOELIS &amp COM 60786M105 4,053 3,474 600.00 138 820.00 0.0001
2016-11-14 2016-09-30 13F MOELIS &amp COM 60786M105 579 510 739.13 15 650.00 0.0000
2016-08-12 2016-06-30 13F MOELIS &amp COM 60786M105 69 69 0.00 2 0.0000
2016-02-12 2015-12-31 13F MOELIS &amp COM 60786M105 0 -92 -100.00 0 -100.00
2015-11-13 2015-09-30 13F MOELIS &amp COM 60786M105 92 -243 -72.54 2 -77.78 0.0000
2015-08-14 2015-06-30 13F MOELIS &amp COM 60786M105 335 116 52.97 9 28.57 0.0000
2015-05-19 2015-03-31 13F/A-1 MOELIS &amp COM 60786M105 219 -201 -47.86 7 -50.00 0.0000
2015-05-14 2015-03-31 13F MOELIS &amp COM 60786M105 219 7
2015-02-13 2014-12-31 13F MOELIS &amp COM 60786M105 420 343 445.45 14 366.67 0.0000
2014-11-14 2014-09-30 13F MOELIS &amp COM 60786M105 77 -85 -52.47 3 -40.00 0.0000
2014-08-14 2014-06-30 13F MOELIS &amp COM 60786M105 162 162 5 0.0000
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.