STOCK TITAN

Vanguard holds 3.88M Moelis & Co shares (MC) after Schedule 13G

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
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.

Positive

  • None.

Negative

  • None.

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.

Beneficial ownership 3,880,626 shares Amount beneficially owned reported on Schedule 13G
Percent of class 5.28% Percent of class reported in Item 4
Sole voting power 565,586 shares Shares with sole power to vote reported in Item 4(i)
CUSIP 60786M105 Identifier for Moelis & Co common stock
Filing signature date 04/30/2026 Signature date on the Schedule 13G
Schedule 13G regulatory
"reports beneficial ownership on Schedule 13G"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Amount beneficially owned: 3880626"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power financial
"Sole Dispositive Power 3,880,626.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Investment Company Act regulatory
"investment companies registered under the Investment Company Act of 1940"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.





60786M105

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/30/2026

FAQ

What stake does Vanguard Capital Management hold in Moelis & Co (MC)?

Vanguard Capital Management reports beneficial ownership of 3,880,626 shares, equal to 5.28% of Moelis & Co common stock as stated in the filing.

How many shares does Vanguard have sole voting power over for MC?

The filing reports 565,586 shares as shares with sole voting power held by Vanguard Capital Management or its reporting unit.

Does the Schedule 13G show Vanguard directly manages these shares for funds?

Yes. The filing states the holdings include securities held by Vanguard funds and managed accounts over which Vanguard affiliates exercise dispositive power.

What CUSIP and filing date are shown for this MC disclosure?

The CUSIP listed is 60786M105 and the Schedule 13G signature date shown in the excerpt is 04/30/2026.

Does the filing state any other person holds more than 5% for MC?

The filing states that no one other person's interest reported by this filing exceeds 5% of the class for the securities covered by this report.