MCMOELIS & COMPANY

CSNew York Stock Exchange (XNYS)·USD

Identity

Security key: 18375
Ticker: MC
Type: CS — Common Stock
Exchange: New York Stock Exchange(XNYS)
Venue group: NYSE
Operating MIC: XNYS
Market: stocks
Locale: us
Currency: USD
Listed: 2014-04-16
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: MC

Detail

Enriched 2026-08-14 20:47

Market cap: $4,909,340,779.11
Shares outstanding (class): 74,078,589
Shares outstanding (weighted): 74,080,893
SIC: 6282 INVESTMENT ADVICE
Employees: 1,416
Location: NEW YORK, NY
Homepage: https://www.moelis.com
Description: Moelis & Co is an independent investment bank that provides strategic and financial advice to a diverse client base, including corporations, financial sponsors, governments, and sovereign wealth funds. The company assists its clients in achieving their strategic goals by offering comprehensive, globally integrated financial advisory services across all industry sectors. It also advises clients on their critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. It generates revenue from advisory transactions. The firm derives a majority of its revenue from the United States, followed by Europe and the rest of the World.

Market cap and share counts drift.

Funds holding this security

186 funds · 191 positions · $1.39B reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
iShares Core S&P Small-Cap ETF iShares Trust	IJR	$202.11M	0.22%	3,545,796 NS	FIGI
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$134.26M	0.01%	2,355,467 NS	FIGI
Touchstone Funds Group Trust-Touchstone Mid Cap… Touchstone Funds Group Trust	—	$118.26M	2.70%	2,074,748 NS	FIGI
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS	VB	$96.51M	0.06%	1,693,140 NS	FIGI
iShares Russell 2000 ETF iShares Trust	IWM	$83.84M	0.12%	1,470,957 NS	FIGI
Wasatch Core Growth Fund WASATCH FUNDS TRUST	—	$67.27M	2.26%	1,180,137 NS	FIGI
Virtus KAR Small-Cap Core Fund Virtus Equity Trust	—	$57.17M	3.17%	1,002,917 NS	FIGI
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS	VBK	$53.96M	0.14%	946,687 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$47.05M	0.06%	825,492 NS	FIGI
SMALLCAP World Fund Inc SMALLCAP World Fund Inc	—	$40.98M	0.05%	719,000 NS	FIGI
State Street(R) SPDR(R) Portfolio S&P 600(TM) S… SPDR SERIES TRUST	SPSM	$38.18M	0.28%	669,780 NS	FIGI
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST	—	$33.50M	2.54%	587,792 NS	FIGI
iShares Russell 2000 Growth ETF iShares Trust	IWO	$30.18M	0.25%	529,559 NS	FIGI
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS	—	$26.45M	0.27%	464,092 NS	FIGI
JPMorgan Small Cap Equity Fund JPMorgan Trust I	—	$25.67M	0.90%	450,421 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERMC
FIGI_COMPOSITEBBG000RNBH63
FIGI_SHARE_CLASSBBG001STYX58
CIK0001596967
ISINUS60786M1053
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Financials
Industry: Capital Markets
Source: LLMunreviewed
Self-reported confidence: 0.95
Model: deepseek
Rationale: Moelis & Company is an independent investment bank providing advisory services, classified under financial capital markets.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.