KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in MC — Moelis & Co
CIK 1021223
LOS ANGELES, CA
Position in MC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$354,114,403
+$24,781,342 QoQ
Shares Held
5,412,938
-6.3% QoQ
Ownership
6.92%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#2
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 18%
None 12%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $1,678,971,062 across 10 Capital Markets names. MC ranks #3 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
6,365,531 | $554,055,817 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
1,434,522 | $404,076,156 | |
| 3 | MC |
Moelis & Co
This page
|
5,412,938 | $354,114,403 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
2,426,619 | $325,482,405 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
1,101,072 | $33,813,920 | |
| 6 | MS |
Morgan Stanley
|
30,996 | $6,479,403 | |
| 7 | GS |
Goldman Sachs Group Inc
|
916 | $926,414 | |
| 8 | SCHW |
Schwab Charles Corp
|
195 | $17,992 |
All Filings in MC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,114,403 | 5,412,938 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $329,333,061 | 5,777,773 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $414,760,318 | 6,033,755 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $460,542,837 | 6,457,415 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $421,798,959 | 6,768,276 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $403,863,280 | 6,920,207 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $524,351,848 | 7,097,345 | Shares | Defined | 2025-02-21 | |
| 2024-09-30 | $495,590,172 | 7,233,837 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $408,835,965 | 7,190,221 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $405,499,934 | 7,142,856 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $397,506,485 | 7,081,890 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $328,510,701 | 7,279,209 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $327,804,481 | 7,229,918 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $269,487,041 | 7,010,589 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $258,545,462 | 6,738,219 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $234,250,725 | 6,928,445 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $241,443,099 | 6,135,784 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $252,505,409 | 5,378,177 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $347,561,912 | 5,560,101 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $355,910,453 | 5,752,553 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $343,862,444 | 6,044,339 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $334,745,224 | 6,099,585 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $286,524,002 | 6,127,545 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $215,207,409 | 6,124,286 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $180,778,416 | 5,801,618 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $161,670,707 | 5,753,406 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||