Madison Asset Management, LLC

Position in MC — Moelis & Co

CIK 1299351 MADISON, WI

Position in MC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$109,065,410

+$7,962,515 QoQ

Shares Held

1,667,157

-6.0% QoQ

Ownership

2.13%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#14

of 393 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Madison Asset Management, LLC holds $195,195,721 across 3 Capital Markets names. MC ranks #1 (55.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MC	Moelis & Co This page	1,667,157	$109,065,410
2	SCHW	Schwab Charles Corp	847,868	$78,232,780
3	MS	Morgan Stanley	37,780	$7,897,531

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$109,065,410	1,667,157	-6.0%	Shares	Sole	2026-08-10
2026-03-31	$101,102,895	1,773,735	+45.6%	Shares	Sole	2026-05-07
2025-12-31	$83,737,555	1,218,178	-5.1%	Shares	Sole	2026-02-04
2025-09-30	$91,593,494	1,284,261	-0.9%	Shares	Sole	2025-11-06
2025-06-30	$80,722,098	1,295,284	+2.5%	Shares	Sole	2025-08-11
2025-03-31	$73,778,712	1,264,200	+8.5%	Shares	Sole	2025-05-06
2024-12-31	$86,061,851	1,164,887	-25.3%	Shares	Sole	2025-02-10
2024-09-30	$106,829,081	1,559,321	-11.9%	Shares	Sole	2024-11-12
2024-06-30	$100,689,678	1,770,835	+10.4%	Shares	Sole	2024-08-09
2024-03-31	$91,036,882	1,603,609	+14.6%	Shares	Sole	2024-05-09
2023-12-31	$78,562,298	1,399,649	+4.5%	Shares	Sole	2024-02-12
2023-09-30	$60,437,825	1,339,194	+1.4%	Shares	Sole	2023-11-13
2023-06-30	$59,892,099	1,320,955	+1.6%	Shares	Sole	2023-08-01
2023-03-31	$49,960,929	1,299,712	+63.5%	Shares	Sole	2023-04-26
2022-12-31	$30,497,089	794,816	+1.1%	Shares	Sole	2023-02-08
2022-09-30	$26,590,144	786,458	+1.7%	Shares	Sole	2022-11-10
2022-06-30	$30,424,829	773,185	+84.7%	Shares	Sole	2022-08-09
2022-03-31	$19,658,011	418,701	-0.9%	Shares	Sole	2022-05-12
2021-12-31	$26,410,662	422,503	-30.6%	Shares	Sole	2022-02-15
2021-09-30	$37,648,946	608,517	-0.0%	Shares	Sole	2021-11-12
2021-06-30	$34,631,218	608,740	-0.6%	Shares	Sole	2021-08-09
2021-03-31	$33,595,560	612,164	-33.1%	Shares	Sole	2021-05-11
2020-12-31	$42,769,782	914,666	+2.4%	Shares	Sole	2021-02-12
2020-09-30	$31,395,200	893,432	-3.9%	Shares	Sole	2020-11-12
2020-06-30	$28,970,916	929,747	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.