Vanguard holds 3.88M Moelis & Co shares (MC) after Schedule 13G
Rhea-AI Filing Summary
Moelis & Co ownership filing: Vanguard Capital Management reports beneficial ownership of 3,880,626 shares of Common Stock, representing 5.28% of the class. The filing states 565,586 shares are held with sole voting power and the reporting includes securities held for Vanguard funds and managed accounts. The filing is signed by the reporter on 04/30/2026.
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Insights
Large passive holder reports a modest >5% stake in Moelis & Co.
Vanguard Capital Management reports 3,880,626 shares beneficially owned (5.28%), a stake that crosses the 5% disclosure threshold and must be reported under Schedule 13G. The entry shows substantial dispositive power but limited sole voting power (565,586).
Holder disclosures note holdings include Vanguard funds and managed accounts; cash‑flow treatment and specific fund-level allocations are not detailed in the excerpt. Subsequent filings could show changes if Vanguard adjusts fund exposures or disposes of holdings.
Filing aligns with passive investor Schedule 13G reporting conventions.
The filing identifies the reporting entity, CUSIP 60786M105, and references SEC Release No. 34-39538 for aggregation of affiliated holdings. It states dispositive authority over the reported shares and clarifies that no other single person holds >5% of the class through this reporting unit.
Disclosure preserves common Schedule 13G qualifiers about aggregated affiliate holdings; investors should consult future filings for any material changes in ownership or voting arrangements.