# MOELIS & CO CL A

MOELIS & CO CL A is a security (CUSIP 60786M105) tracked across SEC portfolio filings. 418 institutional managers reported $4.5B on Form 13F as of 2026-06-30; 35 registered fund positions totaling $198.5M via N-PORT as of 2026-06-30.

## Summary

- Issuer: MOELIS & CO
- Class: CL A
- CUSIP: 60786M105
- Asset category: EC
- 13F holders: 418
- 13F value: $4.5B
- 13F period: 2026-06-30
- N-PORT fund positions: 35
- N-PORT value: $198.5M
- N-PORT report: 2026-06-30

## Top institutional holders (Form 13F)

_Showing 15 of 418 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $584.9M | 8,509,013 |
| BlackRock, Inc. | New York, NY | $501.7M | 8,802,109 |
| [KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/104599) | LOS ANGELES, CA | $329.3M | 5,777,773 |
| [WASATCH ADVISORS LP](https://search.stillhousedata.com/firm/6081) | SALT LAKE CITY, UT | $212.4M | 3,246,593 |
| STATE STREET CORP | BOSTON, MA | $166.5M | 2,921,129 |
| [LONDON CO OF VIRGINIA](https://search.stillhousedata.com/firm/106654) | RICHMOND, VA | $165.5M | 2,903,947 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $154.1M | 2,703,182 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $123.7M | 2,169,253 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $120.6M | 1,843,458 |
| [Madison Asset Management, LLC](https://search.stillhousedata.com/firm/130874) | Madison, WI | $101.1M | 1,773,735 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $100.0M | 1,755,018 |
| [Channing Capital Management, LLC](https://search.stillhousedata.com/firm/128450) | Chicago, IL | $87.5M | 1,338,234 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | JACKSONVILLE, FL | $86.3M | 1,514,701 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $72.8M | 1,277,774 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $70.1M | 1,290,540 |

## Top fund holders (N-PORT)

_Showing 15 of 35 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $47.1M | 5.77% |
| [SMALLCAP World Fund Inc](https://search.stillhousedata.com/fund/S000009599) | SMALLCAP World Fund Inc | $41.0M | 5.06% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $25.7M | 14.66% |
| [PGIM Jennison Small Company Fund](https://search.stillhousedata.com/fund/S000004629) | Prudential Jennison Small Co Fund, Inc. | $18.8M | 58.93% |
| [Emerald Growth Fund](https://search.stillhousedata.com/fund/S000036390) | FINANCIAL INVESTORS TRUST | $13.5M | 95.95% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $7.4M | 9.92% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $6.5M | 13.44% |
| [VANGUARD EXPLORER FUND](https://search.stillhousedata.com/fund/S000002578) | VANGUARD EXPLORER FUND | $5.6M | 2.56% |
| [ALPS | OShares U.S. Small-Cap Quality Dividend ETF](https://search.stillhousedata.com/fund/S000075798) | ALPS ETF TRUST | $4.6M | 52.97% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $3.1M | 13.72% |
| [Columbia Variable Portfolio - Small Company Growth Fund](https://search.stillhousedata.com/fund/S000010658) | COLUMBIA FUNDS VARIABLE INSURANCE TRUST | $2.8M | 132.12% |
| [BNY Mellon Smallcap Stock Index Fund](https://search.stillhousedata.com/fund/S000000132) | BNY MELLON INDEX FUNDS, INC. | $2.4M | 28.34% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $2.4M | 0.40% |
| [Small Cap Portfolio](https://search.stillhousedata.com/fund/S000001917) | BNY MELLON VARIABLE INVESTMENT FUND | $2.3M | 75.45% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $2.1M | 0.70% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/60786M105.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.