JONES FINANCIAL COMPANIES LLLP

Position in MC — Moelis & Co

CIK 815917 DES PERES, MO

Position in MC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$73,560,780

+$73,401,441 QoQ

Shares Held

1,290,540

+55574.7% QoQ

Ownership

1.64%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 99.35918297766825.ToString("F0")% Shared 0.ToString("F0")% None 0.6408170223317371.ToString("F0")%

Financial Services · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $571,457,826 across 44 Capital Markets names. MC ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	1,702,694	$160,019,181
2	GS	Goldman Sachs Group Inc	159,643	$135,056,380
3	MS	Morgan Stanley	604,069	$99,411,634
4	MC	Moelis & Co This page	1,290,540	$73,560,780
5	HLI	Houlihan Lokey, Inc.	297,478	$42,723,790
6	IBKR	Interactive Brokers Group, Inc.	287,053	$19,252,644
7	HOOD	Robinhood Markets, Inc.	203,832	$14,125,557
8	EVR	Evercore Inc.	26,006	$7,763,050

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$73,560,780	1,290,540	+55574.7%	Shares	Sole	2026-05-15
2025-12-31	$159,339	2,318	+42.7%	Shares	Sole	2026-02-17
2025-09-30	$115,822	1,624	+14.9%	Shares	Sole	2025-11-04
2025-06-30	$88,119	1,414	+45.5%	Shares	Sole	2025-08-13
2025-03-31	$56,725	972	+18.2%	Shares	Sole	2025-05-28
2024-12-31	$60,729	822	+148.3%	Shares	Sole	2025-02-06
2024-09-30	$22,676	331	+75.1%	Shares	Sole	2024-11-12
2024-06-30	$10,746	189	-38.8%	Shares	Sole	2024-08-14
2021-12-31	$19,315	309	0.0%	Shares	Sole	2022-02-11
2021-09-30	$19,117	309	0.0%	Shares	Sole	2021-11-12
2021-06-30	$17,579	309	0.0%	Shares	Sole	2021-08-12
2021-03-31	$16,957	309	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.