Exploring Moelis & Company (MC) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind the scenes at Moelis & Company (MC), the global independent investment bank? As of April 2025, a significant portion of Moelis & Company's shares are held by institutional investors. Curious about which firms wield the most influence and why they're investing? Let's delve into the investor profile of Moelis & Company, exploring the major shareholders and the factors driving their investment decisions, from strategic growth to financial performance.

Moelis & Company (MC) Who Invests in Moelis & Company (MC) and Why?

Understanding the investor profile of Moelis & Company (MC) provides valuable insights into the company's attractiveness and market perception. Investors are drawn to MC for various reasons, reflecting diverse investment strategies and motivations. A breakdown of the key investor types and their underlying reasons for investing in MC is detailed below.

Key Investor Types:

Moelis & Company's (MC) investor base can be broadly categorized into retail investors, institutional investors, and hedge funds. Each group has different investment horizons, risk tolerances, and objectives that influence their investment decisions.

• Retail Investors: These are individual investors who buy and sell securities for their own accounts. Retail investors may be attracted to MC due to its growth prospects and market position.
• Institutional Investors: These include entities such as pension funds, mutual funds, insurance companies, and endowments. They typically manage large sums of money and often have a long-term investment horizon.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to generate active returns for their investors. Hedge funds may invest in MC for short-term trading opportunities.

Investment Motivations:

Several factors attract investors to Moelis & Company (MC). These motivations often align with the company's financial performance, strategic positioning, and overall market trends.

• Growth Prospects: Investors are often drawn to MC due to its potential for growth in the financial services industry. The company's strategic initiatives and market expansion efforts can signal positive future performance.
• Market Position: MC's standing in the investment banking sector is a significant factor. A strong market position indicates stability and competitive advantage, attracting both institutional and retail investors.

Investment Strategies:

The strategies employed by investors in Moelis & Company (MC) vary depending on their investment goals and risk appetite. Common strategies include long-term holding, short-term trading, and value investing.

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, maintaining their investment in MC over an extended period to benefit from sustained growth and stability.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, capitalizing on short-term price fluctuations to generate profits.
• Value Investing: Value investors seek to invest in companies that they believe are undervalued by the market. They may be attracted to MC if they perceive its stock price to be below its intrinsic value.

For additional insights into the financial health of Moelis & Company (MC), consider exploring: Breaking Down Moelis & Company (MC) Financial Health: Key Insights for Investors

Moelis & Company (MC) Institutional Ownership and Major Shareholders of Moelis & Company (MC)

Institutional ownership in Moelis & Company (MC) reflects the degree of confidence that major financial institutions have in the company's financial health, strategic direction, and growth potential. These institutional investors often have significant influence on the company's stock price and overall market perception.

Here's an overview of the institutional ownership and major shareholders of Moelis & Company (MC), including recent changes in ownership and the potential impact of these investors.

Top institutional investors play a crucial role in the financial stability and strategic direction of Moelis & Company (MC). Examining their holdings provides insight into market sentiment and potential stock performance.

According to recent data, the top institutional holders of Moelis & Company (MC) include:

• BlackRock Fund Advisors: As of March 31, 2025, BlackRock Fund Advisors holds 1,819,472 shares of MC, representing approximately 2.588% of the company.
• Vanguard Group Inc: Vanguard Group Inc. owns 4,984,488 shares, accounting for about 7.089% of the company.
• Dimensional Fund Advisors LP: Dimensional Fund Advisors LP holds 2,039,473 shares, which represents roughly 2.899% ownership.
• Geode Capital Management LLC: Geode Capital Management LLC owns 733,422 shares, accounting for approximately 1.042% of the company.

These major institutional shareholders collectively hold a significant percentage of Moelis & Company (MC), influencing the company's stock dynamics and strategic decisions.

Changes in institutional ownership can signal shifts in investor sentiment and future stock performance. Recent transactions involving major institutional holders of Moelis & Company (MC) include:

• increases in stakes:
  • Norges Bank purchased 4,769 shares during the first quarter, increasing its holdings to 67,934 shares valued at $3,982,000.
• decreases in stakes:
  • Allspring Global Investments Holdings LLC reduced its position by 4.1% during the fourth quarter. They sold 5,500 shares, leaving them with 128,375 shares valued at $7,888,000.
  • Victory Capital Management Inc. trimmed its holdings by 3.1% in the fourth quarter, selling 2,706 shares to hold 84,369 shares valued at $5,183,000.

These changes reflect ongoing evaluations of Moelis & Company (MC) by major institutional investors, impacting stock volatility and investor confidence.

The presence and activities of large institutional investors can significantly influence Moelis & Company (MC)'s stock price and strategic direction.

Key impacts include:

• Stock Price Stability: High institutional ownership can reduce stock volatility as these investors typically hold shares for the long term.
• Strategic Influence: Major shareholders can influence corporate governance and strategic decisions through voting rights and direct engagement with company management.
• Market Perception: The investment decisions of large institutions can impact market confidence, affecting overall investor sentiment towards Moelis & Company (MC).

Below is a table summarizing key institutional ownership details for Moelis & Company (MC):

Understanding these dynamics is essential for current and potential investors in Moelis & Company (MC). For additional insights, you might find this resource helpful: Moelis & Company (MC): History, Ownership, Mission, How It Works & Makes Money.

Moelis & Company (MC) Key Investors and Their Impact on Moelis & Company (MC)

Understanding the investor profile of Moelis & Company (MC) provides valuable insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

Identifying notable investors in Moelis & Company (MC) is crucial for understanding the company's shareholder base and potential influences on its strategic decisions. Institutional investors, in particular, often hold significant stakes and can exert considerable influence. According to recent data, several key institutional investors have substantial holdings in the company.

Here are some of the major institutional holders of Moelis & Company (MC) common stock, based on the latest filings:

• BlackRock Fund Advisors: As of March 31, 2024, BlackRock Fund Advisors holds 1,848,787 shares of MC, representing approximately 2.77% of the outstanding shares.
• The Vanguard Group: As of March 31, 2024, The Vanguard Group holds 3,818,989 shares of MC, representing approximately 5.72% of the outstanding shares.
• Dimensional Fund Advisors LP: As of March 31, 2024, Dimensional Fund Advisors LP holds 1,586,788 shares of MC, representing approximately 2.38% of the outstanding shares.

These significant holdings by institutional investors indicate a strong level of confidence in Moelis & Company (MC)'s business model and future prospects. These firms conduct extensive research and analysis before making investment decisions, suggesting a positive outlook on the company's financial health and strategic direction.

The influence of these investors on Moelis & Company (MC) is multifaceted. Large institutional shareholders often engage with the company's management on issues such as corporate governance, executive compensation, and strategic initiatives. Their voting power can be pivotal in shareholder meetings, influencing decisions on key proposals.

Recent moves by major investors, such as buying or selling significant stakes, can provide signals about their evolving views on the company. For example, a substantial increase in holdings by a prominent investor may indicate a bullish outlook, while a significant reduction could suggest concerns about future performance.

Here's a look at recent trading activity by some of these key investors:

These recent transactions reflect ongoing adjustments in investor positions, potentially driven by factors such as portfolio rebalancing, changes in investment strategy, or evolving assessments of Moelis & Company (MC)'s prospects.

Understanding the composition and activities of Moelis & Company (MC)'s investor base is essential for stakeholders seeking to gauge market sentiment and potential influences on the company's future. Monitoring these trends can provide valuable insights into the factors shaping Moelis & Company (MC)'s trajectory.

To gain more insights into the company's objectives and principles, explore: Mission Statement, Vision, & Core Values of Moelis & Company (MC).

Moelis & Company (MC) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of any publicly traded company. For Moelis & Company (MC), several factors influence how investors perceive the company and how the stock market responds to key events.

Here's an overview of the current investor sentiment, recent market reactions, and analyst perspectives regarding Moelis & Company:

Investor Sentiment:

• Recent data indicates a 17% increase in search interest for Moelis & Company stock from India over the past 30 days (March 18, 2025 to April 17, 2025), suggesting growing global interest.
• Short interest in Moelis & Company has increased by 7.59% recently, signaling a potentially decreasing investor sentiment.
• The put/call ratio for MC is 0.39, which leans towards a bullish outlook.

Recent Market Reactions:

• As of April 15, 2025, the share price was $52.34. A year prior, on April 16, 2024, it was $51.11, representing a 2.41% increase over that period.
• In the last month, Moelis & Company's shares have decreased by about 23.1% (as of March 7, 2025), underperforming the S&P 500.
• However, as of April 17, 2025, the stock price gained 1.73%, closing at $51.65.

Analyst Perspectives:

• Moelis & Company has a consensus rating of Reduce, with an average rating score of 1.86 based on 1 buy, 4 hold, and 2 sell ratings.
• Analysts' 12-month price targets average $85.0, with a high estimate of $100.00 and a low estimate of $70.00 (as of March 13, 2025).
• Earnings for Moelis & Company are expected to grow by 25.25% in the coming year, from $2.97 to $3.72 per share.
• Morgan Stanley upgraded Moelis (NYSE:MC) from Underweight to Overweight on December 9, 2024.

Key Statistics (as of April 18, 2025):

• Market Capitalization: $3.6B
• Revenue (TTM): $1.2B
• Earnings Per Share (EPS): $1.78
• PE Ratio: 29.01
• Dividend Yield: 5.04%
• Profit Margin: 11.39%
• Return on Equity (TTM): 35.99%

Institutional Ownership:

• Institutional investors hold a significant portion of Moelis & Company's shares. As of December 9, 2024, there were 650 funds or institutions reporting positions in Moelis, an increase of 6.91% over the last quarter.
• Total shares owned by institutions increased by 4.98% in the last three months, reaching 90,869K shares.
• Major shareholders include:
• BlackRock, Inc.
• Vanguard Group Inc
• Kayne Anderson Rudnick Investment Management Llc (owns 10.25% of the company)
• London Co Of Virginia (owns 5.23% of the company)
• IJR - iShares Core S&P Small-Cap ETF (owns 4.61% of the company)

Analyst Ratings and Price Targets (March 2024):

The average 12-month price target is $54.5, with a high estimate of $58.00 and a low estimate of $47.00 (as of March 13, 2024). This average target has increased by 16.78% from the previous average of $46.67.

For further insights into the company's values, see: Mission Statement, Vision, & Core Values of Moelis & Company (MC).