JONES FINANCIAL COMPANIES LLLP

Position in MC — Moelis & Co

CIK 815917 DES PERES, MO

Position in MC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$111,840,592

+$38,279,812 QoQ

Shares Held

1,709,578

+32.5% QoQ

Ownership

2.18%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#13

of 393 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $745,384,896 across 44 Capital Markets names. MC ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	170,305	$172,241,367
2	MS	Morgan Stanley	794,874	$166,160,460
3	SCHW	Schwab Charles Corp	1,582,419	$146,009,800
4	MC	Moelis & Co This page	1,709,578	$111,840,592
5	IBKR	Interactive Brokers Group, Inc.	578,028	$50,311,556
6	HLI	Houlihan Lokey, Inc.	290,735	$38,996,285
7	HOOD	Robinhood Markets, Inc.	265,962	$26,670,669
8	EVR	Evercore Inc.	29,792	$10,172,180

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$111,840,592	1,709,578	+32.5%	Shares	Sole	2026-08-14
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.