§ FINANCIAL SERVICES
USD · Financial ServicesMC
MOELIS & CO - CLASS A
USDSector · Financial ServicesBeta · 1.91
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
228 increased/new, 128 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 17.7 | P/B | 9.74 |
| EPS (TTM) | 2.94 | Dividend | 4.79% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 8.8M | 0.0% | −0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5.8M | 1.0% | −4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.6M | n/a | n/a |
| WASATCH ADVISORS LP | 3.7M | 1.4% | +9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.3M | n/a | n/a |
| State Street | 2.9M | 0.0% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for MC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER51.6% · 283 holders
PASSIVE / INDEX18.6% · 10 holders
QUALITY / COMPOUNDER17.6% · 25 holders
DEALER / BANK15.6% · 43 holders
INCOME / DEFENSIVE2.9% · 27 holders
SYSTEMATIC / QUANT0.9% · 10 holders
TACTICAL / MACRO0.6% · 3 holders
DEEP VALUE0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MC in the last 180 days.