Moelis & Company
US ˙ NYSE ˙ US60786M1053

SecurityMC / Moelis & Company
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,277,774 shares
Latest Disclosed Value $ 72,824,837
Dimensional Fund Advisors Lp reports 5.02% increase in ownership of MC / Moelis & Company

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,277,774 shares of Moelis & Company (US:MC) valued at $72,833,118 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,216,644 shares of Moelis & Company. This represents a change in shares of 5.02% during the quarter. The current value of the position is $85,764,191 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)
2026-05-07 2026-03-31 13F MOELIS CL A 60786M105 1,277,774 61,130 5.02 72,825 -12.93 0.0033
2026-02-12 2025-12-31 13F MOELIS CL A 60786M105 1,216,644 105,185 9.46 83,641 5.51 0.0175
2025-11-12 2025-09-30 13F MOELIS CL A 60786M105 1,111,459 70,864 6.81 79,273 22.23 0.0170
2025-08-12 2025-06-30 13F MOELIS CL A 60786M105 1,040,595 396,015 61.44 64,853 72.41 0.0150
2025-05-13 2025-03-31 13F MOELIS CL A 60786M105 644,580 -62,646 -8.86 37,615 -28.01 0.0093
2025-02-13 2024-12-31 13F MOELIS CL A 60786M105 707,226 -23,878 -3.27 52,251 4.32 0.0125
2024-11-07 2024-09-30 13F MOELIS CL A 60786M105 731,104 -61,566 -7.77 50,089 11.14 0.0121
2024-08-09 2024-06-30 13F MOELIS CL A 60786M105 792,670 -223,393 -21.99 45,068 -21.87 0.0118
2024-05-10 2024-03-31 13F MOELIS CL A 60786M105 1,016,063 -107,858 -9.60 57,682 -8.57 0.0156
2024-02-07 2023-12-31 13F MOELIS CL A 60786M105 1,123,921 -75,228 -6.27 63,088 16.57 0.0184
2023-11-09 2023-09-30 13F MOELIS CL A 60786M105 1,199,149 -30,311 -2.47 54,119 -2.92 0.0177
2023-08-09 2023-06-30 13F MOELIS CL A 60786M105 1,229,460 192,570 18.57 55,747 39.88 0.0178
2023-05-12 2023-03-31 13F MOELIS CL A 60786M105 1,036,890 20,919 2.06 39,855 104,778.95 0.0134
2023-02-09 2022-12-31 13F MOELIS CL A 60786M105 1,015,971 -11,235 -1.09 39 -99.89 0.0115
2022-11-10 2022-09-30 13F MOELIS CL A 60786M105 1,027,206 18,565 1.84 34,730 -12.50 0.0133
2022-08-12 2022-06-30 13F MOELIS CL A 60786M105 1,008,641 40,121 4.14 39,690 -12.72 0.0142
2022-05-13 2022-03-31 13F MOELIS CLA 60786M105 968,520 15,006 1.57 45,473 -23.71 0.0140
2022-02-09 2021-12-31 13F MOELIS CLA 60786M105 953,514 7,794 0.82 59,604 1.86 0.0180
2021-11-12 2021-09-30 13F MOELIS CLA 60786M105 945,720 25,256 2.74 58,515 11.74 0.0188
2021-08-12 2021-06-30 13F MOELIS CLA 60786M105 920,464 -36,592 -3.82 52,365 -0.30 0.0166
2021-05-14 2021-03-31 13F MOELIS CLA 60786M105 957,056 -89,340 -8.54 52,524 7.35 0.0174
2021-03-08 2020-12-31 13F/A-2 MOELIS CLA 60786M105 1,046,396 -35,244 -3.26 48,929 28.75 0.0177
2021-02-11 2020-12-31 13F MOELIS CLA 60786M105 1,046,396 -35,244 48,929 17,670.5541
2020-11-12 2020-09-30 13F MOELIS CLA 60786M105 1,081,640 12,476 1.17 38,004 14.08 0.0161
2020-08-13 2020-06-30 13F MOELIS CLA 60786M105 1,069,164 16,639 1.58 33,314 12.62 0.0146
2020-05-14 2020-03-31 13F MOELIS CLA 60786M105 1,052,525 49,915 4.98 29,580 -7.58 0.0154
2020-02-14 2019-12-31 13F MOELIS CLA 60786M105 1,002,610 59,853 6.35 32,005 3.35 0.0117
2019-11-12 2019-09-30 13F MOELIS CLA 60786M105 942,757 67,304 7.69 30,969 1.22 0.0120
2019-08-13 2019-06-30 13F MOELIS CLA 60786M105 875,453 27,183 3.20 30,596 -13.32 0.0119
2019-08-12 2019-03-31 13F/A-2 MOELIS CLA 60786M105 848,270 129,364 17.99 35,298 42.81 0.0141
2019-05-10 2019-03-31 13F MOELIS CLA 60786M105 848,270 129,364 35,298
2019-02-26 2018-12-31 13F/A-1 MOELIS CLA 60786M105 718,906 65,485 10.02 24,716 -30.98 0.0112
2019-02-13 2018-12-31 13F MOELIS CLA 60786M105 718,906 65,485 24,716
2018-11-13 2018-09-30 13F MOELIS CLA 60786M105 653,421 57,865 9.72 35,808 2.51 0.0136
2018-08-10 2018-06-30 13F MOELIS CLA 60786M105 595,556 42,356 7.66 34,930 24.17 0.0139
2018-05-11 2018-03-31 13F MOELIS CLA 60786M105 553,200 13,809 2.56 28,130 7.53 0.0117
2018-02-12 2017-12-31 13F MOELIS CLA 60786M105 539,391 14,110 2.69 26,161 15.68 0.0108
2017-11-13 2017-09-30 13F MOELIS CLA 60786M105 525,281 33,068 6.72 22,614 18.26 0.0099
2017-08-11 2017-06-30 13F MOELIS CLA 60786M105 492,213 79,405 19.24 19,123 20.32 0.0088
2017-05-12 2017-03-31 13F MOELIS CLA 60786M105 412,808 112,600 37.51 15,893 56.17 0.0076
2017-02-09 2016-12-31 13F MOELIS CLA 60786M105 300,208 22,638 8.16 10,177 36.35 0.0051
2016-11-10 2016-09-30 13F MOELIS CLA 60786M105 277,570 -10,622 -3.69 7,464 15.11 0.0040
2016-08-09 2016-06-30 13F MOELIS CLA 60786M105 288,192 8,644 3.09 6,484 -17.84 0.0037
2016-05-13 2016-03-31 13F MOELIS CLA 60786M105 279,548 153,154 121.17 7,892 113.99 0.0047
2016-02-10 2015-12-31 13F MOELIS CLA 60786M105 126,394 74,860 145.26 3,688 172.58 0.0023
2015-11-13 2015-09-30 13F MOELIS CLA 60786M105 51,534 42,775 488.35 1,353 439.04 0.0009
2015-08-14 2015-06-30 13F MOELIS CLA 60786M105 8,759 8,759 251 0.0002
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.