UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 281 filers reported holding MOELIS & CO in Q4 2023. The put-call ratio across all filers is 0.99 and the average weighting 0.2%.

Quarter-by-quarter ownership
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q2 2024$9,033,122
+100.8%
158,866
+100.5%
0.00%
+50.0%
Q1 2024$4,498,115
+1.1%
79,2340.0%0.00%0.0%
Q4 2023$4,447,406
+24.4%
79,2340.0%0.00%0.0%
Q3 2023$3,575,832
+23.7%
79,234
+5.3%
0.00%
+100.0%
Q2 2023$2,891,7250.0%75,2270.0%0.00%0.0%
Q1 2023$2,891,725
-99.9%
75,227
+14.5%
0.00%0.0%
Q3 2022$2,220,844,000
-26.1%
65,686
-14.0%
0.00%
-50.0%
Q2 2022$3,006,340,000
-27.3%
76,400
-13.2%
0.00%0.0%
Q1 2022$4,134,182,000
-12.8%
88,055
+16.1%
0.00%0.0%
Q4 2021$4,740,947,000
-0.4%
75,843
-1.4%
0.00%0.0%
Q3 2021$4,758,360,000
+28.7%
76,909
+18.4%
0.00%0.0%
Q2 2021$3,696,656,000
+14.0%
64,979
+9.9%
0.00%
+100.0%
Q1 2021$3,243,574,000
+21.9%
59,103
+3.8%
0.00%0.0%
Q4 2020$2,661,627,000
+21.9%
56,921
-8.4%
0.00%0.0%
Q3 2020$2,183,846,000
+19.1%
62,147
+5.6%
0.00%0.0%
Q2 2020$1,834,234,000
+16.1%
58,865
+4.7%
0.00%0.0%
Q1 2020$1,580,373,000
+0.8%
56,241
+14.5%
0.00%0.0%
Q4 2019$1,567,719,000
-7.3%
49,114
-4.6%
0.00%0.0%
Q3 2019$1,691,218,000
+2.5%
51,483
+9.1%
0.00%0.0%
Q2 2019$1,649,676,000
-15.6%
47,201
+0.4%
0.00%0.0%
Q1 2019$1,955,255,000
+35.4%
46,990
+11.9%
0.00%0.0%
Q4 2018$1,443,547,000
-36.8%
41,988
+0.7%
0.00%
-50.0%
Q3 2018$2,284,448,000
+8.0%
41,687
+15.6%
0.00%0.0%
Q2 2018$2,114,275,000
+36.5%
36,049
+18.4%
0.00%
+100.0%
Q1 2018$1,548,535,000
+21.2%
30,453
+15.6%
0.00%0.0%
Q4 2017$1,277,491,000
+65.2%
26,340
+46.7%
0.00%0.0%
Q3 2017$773,135,000
+35.9%
17,959
+22.7%
0.00%0.0%
Q2 2017$568,764,000
+0.3%
14,640
-0.6%
0.00%0.0%
Q1 2017$567,144,000
+49345.9%
14,731
-56.5%
0.00%0.0%
Q4 2016$1,147,000
+8.6%
33,829
-13.9%
0.00%0.0%
Q3 2016$1,056,000
+17.6%
39,281
-1.6%
0.00%0.0%
Q2 2016$898,000
-55.6%
39,917
-44.3%
0.00%
-50.0%
Q1 2016$2,024,000
+13.6%
71,717
+17.5%
0.00%0.0%
Q4 2015$1,781,000
+621.1%
61,034
+549.3%
0.00%
Q3 2015$247,000
-8.5%
9,4000.0%0.00%
Q2 2015$270,0009,4000.00%
Other shareholders
MOELIS & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Heard Capital LLC 297,234$9,261,811,0004.54%
TIMUCUAN ASSET MANAGEMENT INC/FL 1,590,515$49,560,0003.20%
WINSLOW ASSET MANAGEMENT INC 186,221$5,803,0001.56%
CAPITAL MANAGEMENT CORP /VA 138,407$4,313,0001.44%
Tributary Capital Management, LLC 483,076$15,053,0001.28%
Pier Capital, LLC 217,984$6,792,0001.09%
CRAMER ROSENTHAL MCGLYNN LLC 851,931$26,546,0001.07%
PARK CIRCLE Co 26,676$831,0001.06%
EMERALD ADVISERS, LLC 671,214$20,915,0000.91%
LONDON CO OF VIRGINIA 3,731,562$116,275,0000.90%
View complete list of MOELIS & CO shareholders