Moelis & Co
A global independent investment bank that advises corporations, governments, and financial sponsors on mergers, restructurings, and capital raising — without lending or trading, a conflict-free model that keeps its advice impartial. It was founded in 2007 by Ken Moelis, who named the firm for himself in the classic tradition of banking partnerships after leaving UBS. A fun detail: Moelis set out to recreate the close-knit, "familial" working culture he first felt at Drexel Burnham Lambert in 1981.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| Wasatch Advisors LP | 13G/APassive | 4.4% | 3.25M | Jul 16, 2026 |
| Kayne Anderson Rudnick Investment Management, LLC | 13G/APassive | 7.9% | 5.78M | May 14, 2026 |
| Vanguard Capital Management | 13GPassive | 5.28% | 3.88M | Apr 30, 2026 |
| Vanguard Portfolio Management | 13GPassive | 6.39% | 4.69M | Apr 29, 2026 |
| The Vanguard Group | 13G/APassive | 0% | 0 | Mar 27, 2026 |
| The London Company | 13G/APassive | 4.14% | 3.06M | Feb 17, 2026 |