Sentiment-Signal
24,0
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
8
Keine neuen Positionen
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)
Score-Verlauf (90 Tage)
Stammdaten
Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. The company serves its clients in North and South America, Europe, the Middle East, Asia, and Australia. It has strategic alliances in Mexico with Alfaro, Dávila y Scherer, S.C.; and in Australia with MA Moelis Australia. The company was founded in 2007 and is headquartered in New York, New York.
Unternehmen & Branche
| Name | Moelis & Co |
|---|---|
| Ticker | MC |
| CIK | 0001596967 |
| Boerse | US |
| Sektor | Financial Services |
| Industrie | Financial - Capital Markets |
| SIC | 6282 · Investment Advice |
Wertpapier & Kennzahlen
| CUSIP | 60786M105 |
|---|---|
| ISIN | US60786M1053 |
| Typ | Common Stock |
| Marktkapitalisierung | 5,07 Mrd. USD |
| Beta | 1,86 |
| Dividendenrendite | 2,60 % |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2014-12-31 | 10-K | 2,787,000 |
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 8,809,808 | 0 | 8,809,808 | 605,586,221 | Neu | +100,0% | |
| VANGUARD GROUP INC | 8,509,013 | 0 | 8,509,013 | 584,909,554 | Neu | +100,0% | |
| WASATCH ADVISORS LP | 3,432,623 | 0 | 3,432,623 | 235,958,505 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,194,479 | 0 | 3,194,479 | 219,588,486 | Neu | +100,0% | |
| STATE STREET CORP | 2,856,379 | 0 | 2,856,379 | 196,347,492 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 2,678,168 | 0 | 2,678,168 | 184,097,366 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 2,085,586 | 0 | 2,085,586 | 143,380,880 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 1,876,578 | 0 | 1,876,578 | 128,996,004 | Neu | +100,0% | |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1,405,796 | 0 | 1,405,796 | 96,634,413 | Neu | +100,0% | |
| Madison Asset Management, LLC | 1,218,178 | 0 | 1,218,178 | 83,737,560 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 1,216,644 | 0 | 1,216,644 | 83,640,943 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 1,025,893 | 0 | 1,025,893 | 70,519,885 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 940,910 | 0 | 940,910 | 64,678,137 | Neu | +100,0% | |
| JENNISON ASSOCIATES LLC | 935,531 | 0 | 935,531 | 64,308,401 | Neu | +100,0% | |
| MORGAN STANLEY | 813,212 | 0 | 813,212 | 55,900,306 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 786,698 | 0 | 786,698 | 54,077,621 | Neu | +100,0% | |
| Capital World Investors | 719,000 | 0 | 719,000 | 49,424,060 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 687,700 | 0 | 687,700 | 47,272,514 | Neu | +100,0% | |
| UBS Group AG | 624,407 | 0 | 624,407 | 42,921,737 | Neu | +100,0% | |
| NORGES BANK | 624,365 | 0 | 624,365 | 42,918,850 | Neu | +100,0% | |
| EMERALD ADVISERS, LLC | 615,594 | 0 | 615,594 | 42,315,932 | Neu | +100,0% | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 571,167 | 0 | 571,167 | 39,262,020 | Neu | +100,0% | |
| BAMCO INC /NY/ | 513,197 | 0 | 513,197 | 35,277,162 | Neu | +100,0% | |
| VOYA INVESTMENT MANAGEMENT LLC | 468,549 | 0 | 468,549 | 32,208,058 | Neu | +100,0% | |
| Fisher Asset Management, LLC | 456,892 | 0 | 456,892 | 31,406,754 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 453,972 | 0 | 453,972 | 31,206,000 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 435,801 | 0 | 435,801 | 29,956,965 | Neu | +100,0% | |
| Tributary Capital Management, LLC | 369,765 | 0 | 369,765 | 25,417,672 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 353,873 | 0 | 353,873 | 24,325,230 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 333,322 | 0 | 333,322 | 22,912,325 | Neu | +100,0% | |
| CANADA PENSION PLAN INVESTMENT BOARD | 321,800 | 0 | 321,800 | 22,120,532 | Neu | +100,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 295,944 | 0 | 295,944 | 20,343,191 | Neu | +100,0% | |
| AXIOM INVESTORS LLC /DE | 261,097 | 0 | 261,097 | 17,947,808 | Neu | +100,0% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 256,092 | 0 | 256,092 | 17,603,764 | Neu | +100,0% | |
| DEUTSCHE BANK AG\ | 252,886 | 0 | 252,886 | 17,383,384 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 234,196 | 0 | 234,196 | 16,098,661 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 226,810 | 0 | 226,810 | 15,590,920 | Neu | +100,0% | |
| CRAMER ROSENTHAL MCGLYNN LLC | 221,463 | 0 | 221,463 | 15,223,367 | Neu | +100,0% | |
| TUDOR INVESTMENT CORP ET AL | 207,885 | 0 | 207,885 | 14,290,015 | Neu | +100,0% | |
| Legal & General Group Plc | 199,662 | 0 | 199,662 | 13,724,766 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 198,191 | 0 | 198,191 | 13,623,625 | Neu | +100,0% | |
| Invesco Ltd. | 193,390 | 0 | 193,390 | 13,293,628 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 187,807 | 0 | 187,807 | 12,909,854 | Neu | +100,0% | |
| Assenagon Asset Management S.A. | 182,147 | 0 | 182,147 | 12,520,785 | Neu | +100,0% | |
| ROYCE & ASSOCIATES LP | 163,661 | 0 | 163,661 | 11,250,057 | Neu | +100,0% | |
| Susquehanna Portfolio Strategies, LLC | 151,452 | 0 | 151,452 | 10,410,810 | Neu | +100,0% | |
| Swiss National Bank | 146,400 | 0 | 146,400 | 10,063,536 | Neu | +100,0% | |
| Pier Capital, LLC | 141,352 | 0 | 141,352 | 9,716,536 | Neu | +100,0% | |
| D. E. Shaw & Co., Inc. | 134,411 | 0 | 134,411 | 9,239,412 | Neu | +100,0% | |
| STIFEL FINANCIAL CORP | 133,466 | 0 | 133,466 | 9,174,456 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2025-08-22 | Shropshire Kenneth | Director | Open Market Sale | -2,615 | 72.52 | -189,639.80 | -100,0% |
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-03-27 | 387 | 55,44 | 21.455 |
| 2026-03-26 | 71 | 55,30 | 3.926 |
| 2026-03-23 | 61 | 53,98 | 3.293 |
| 2026-03-12 | 50.605 | 55,00 | 2.783.275 |
| 2026-03-06 | 8 | 58,22 | 466 |
| 2026-03-05 | 3 | 59,59 | 179 |
| 2026-03-04 | 3 | 58,63 | 176 |
| 2026-02-26 | 1.787 | 62,72 | 112.081 |
| 2026-02-19 | 11.299 | 63,89 | 721.893 |
Top-Fondshalter
Hinweis: Keine aktuelleren Daten zu dieser Aktie verfuegbar. Stand der gezeigten 13F-Holdings: 31.12.2025. Letztes global veroeffentlichtes 13F-Quartal: 31.03.2026.
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| BlackRock, Inc. | 8,809,808 | 605,586,221 | 15.49 |
| VANGUARD GROUP INC | 8,509,013 | 584,909,554 | 14.96 |
| WASATCH ADVISORS LP | 3,432,623 | 235,958,505 | 6.03 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,194,479 | 219,588,486 | 5.62 |
| STATE STREET CORP | 2,856,379 | 196,347,492 | 5.02 |
| AMERIPRISE FINANCIAL INC | 2,678,168 | 184,097,366 | 4.71 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,085,586 | 143,380,880 | 3.67 |
| GOLDMAN SACHS GROUP INC | 1,876,578 | 128,996,004 | 3.30 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1,405,796 | 96,634,413 | 2.47 |
| Madison Asset Management, LLC | 1,218,178 | 83,737,560 | 2.14 |
| DIMENSIONAL FUND ADVISORS LP | 1,216,644 | 83,640,943 | 2.14 |
| JPMORGAN CHASE & CO | 1,025,893 | 70,519,885 | 1.80 |
| WELLS FARGO & COMPANY/MN | 940,910 | 64,678,137 | 1.65 |
| JENNISON ASSOCIATES LLC | 935,531 | 64,308,401 | 1.64 |
| MORGAN STANLEY | 813,212 | 55,900,306 | 1.43 |
| NORTHERN TRUST CORP | 786,698 | 54,077,621 | 1.38 |
| Capital World Investors | 719,000 | 49,424,060 | 1.26 |
| BANK OF AMERICA CORP /DE/ | 687,700 | 47,272,514 | 1.21 |
| UBS Group AG | 624,407 | 42,921,737 | 1.10 |
| NORGES BANK | 624,365 | 42,918,850 | 1.10 |