LORD, ABBETT & CO. LLC

Position in MC — Moelis & Co

CIK 728100 JERSEY CITY, NJ

Position in MC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$15,908,358

-$8,043,338 QoQ

Shares Held

279,094

-19.9% QoQ

Ownership

0.355%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92.20656839631091.ToString("F0")% Shared 0.ToString("F0")% None 7.79343160368908.ToString("F0")%

Financial Services · as of Mar 31, 2026

LORD, ABBETT & CO. LLC holds $1,072,661,084 across 15 Capital Markets names. MC ranks #10 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,150,577	$353,920,456
2	SCHW	Schwab Charles Corp	3,309,211	$310,999,649
3	IBKR	Interactive Brokers Group, Inc.	1,463,821	$98,178,474
4	CRCL	Circle Internet Group, Inc.	985,107	$93,989,058
5	PIPR	Piper Sandler Companies	519,243	$39,748,051
6	SNEX	StoneX Group Inc.	431,569	$34,806,039
7	MIAX	Miami International Holdings, Inc.	860,687	$33,497,938
8	WULF	Terawulf Inc.	2,188,848	$31,585,076

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,908,358	279,094	-19.9%	Shares	Sole	2026-05-14
2025-12-31	$23,951,696	348,439	-49.8%	Shares	Sole	2026-02-13
2025-09-30	$49,548,072	694,729	-23.2%	Shares	Sole	2025-11-13
2025-06-30	$56,353,670	904,263	+40.2%	Shares	Sole	2025-08-14
2025-03-31	$37,638,873	644,943	-27.9%	Shares	Sole	2025-05-13
2024-12-31	$66,064,382	894,212	-8.2%	Shares	Sole	2025-02-14
2024-09-30	$66,738,331	974,140	-13.0%	Shares	Other	2024-12-13
2024-06-30	$63,650,903	1,119,432	+0.1%	Shares	Other	2024-10-07
2024-03-31	$63,482,767	1,118,245	+5.2%	Shares	Other	2024-10-07
2023-12-31	$59,657,377	1,062,843	-12.6%	Shares	Other	2024-10-07
2023-09-30	$54,854,386	1,215,475	-0.5%	Shares	Other	2024-10-07
2023-06-30	$55,413,413	1,222,175	-11.6%	Shares	Other	2024-10-07
2023-03-31	$53,121,042	1,381,921	+69.7%	Shares	Other	2024-10-07
2022-12-31	$31,238,052	814,127	+26.3%	Shares	Other	2024-10-07
2022-09-30	$21,789,530	644,470	+0.5%	Shares	Other	2022-11-14
2022-06-30	$25,227,874	641,115	+2.5%	Shares	Other	2022-08-12
2022-03-31	$29,368,492	625,527	-8.1%	Shares	Sole	2022-05-13
2021-12-31	$42,564,246	680,919	+1.4%	Shares	Sole	2022-02-11
2021-09-30	$41,553,933	671,633	+52.4%	Shares	Sole	2021-11-09
2021-06-30	$25,072,788	440,724	-36.8%	Shares	Sole	2021-08-11
2021-03-31	$38,284,233	697,599	+123.6%	Shares	Sole	2021-05-11
2020-12-31	$14,587,951	311,975	+7.6%	Shares	Sole	2021-02-09
2020-09-30	$10,186,207	289,875	-6.6%	Shares	Sole	2020-11-12
2020-06-30	$9,674,401	310,475	+1.6%	Shares	Sole	2020-08-14
2020-03-31	$8,584,606	305,502	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.