Federated Hermes
MC icon

Federated Hermes’s Moelis & Co MC Stock Holding History

Federated Hermes’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.58M Buy
85,252
+3,983
+5% +$261K 0.01% 820
2026
Q1 		$4.63M Buy
81,269
+8,433
+12% +$548K 0.01% 813
2025
Q4 		$5.01M Buy
72,836
+45,050
+162% +$3.01M 0.01% 785
2025
Q3 		$1.98M Buy
27,786
+1,215
+5% +$86.7K ﹤0.01% 932
2025
Q2 		$1.66M Sell
26,571
-5,852
-18% -$328K ﹤0.01% 988
2025
Q1 		$1.89M Buy
+32,423
New +$2.29M ﹤0.01% 948
2023
Q1 		– Sell
-625,000
Closed -$24M – 2207
2022
Q4 		$24M Sell
625,000
-457,735
-42% -$18.6M 0.07% 341
2022
Q3 		$36.6M Sell
1,082,735
-320,994
-23% -$13.4M 0.11% 236
2022
Q2 		$55.2M Sell
1,403,729
-120,135
-8% -$5.24M 0.15% 180
2022
Q1 		$71.5M Sell
1,523,864
-163,434
-10% -$8.5M 0.16% 170
2021
Q4 		$105M Sell
1,687,298
-139,829
-8% -$9.37M 0.2% 145
2021
Q3 		$113M Buy
1,827,127
+126,980
+7% +$7.61M 0.22% 120
2021
Q2 		$96.7M Buy
1,700,147
+32,664
+2% +$1.77M 0.18% 153
2021
Q1 		$91.5M Buy
1,667,483
+302,483
+22% +$16.2M 0.18% 157
2020
Q4 		$63.8M Buy
1,365,000
+300,000
+28% +$12.1M 0.13% 196
2020
Q3 		$37.4M Hold
1,065,000
– – 0.09% 268
2020
Q2 		$33.2M Buy
1,065,000
+175,000
+20% +$5.49M 0.08% 282
2020
Q1 		$25M Buy
+890,000
New +$29.2M 0.07% 294
2014
Q3 		– Sell
-10,000
Closed -$336K – 2031
2014
Q2 		$336K Buy
+10,000
New +$303K ﹤0.01% 1428

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Federated Hermes's MC Position: Q2 2026 in Review

Federated Hermes increased its Moelis & Co (MC) stake by 4.9% in Q2 2026, buying an estimated $261K and bringing the position to 85,252 shares worth $5.58M. The position accounts for 0.01% of the portfolio, ranked #820.

Federated Hermes first reported a position in MC in Q2 2014 and has held it in 19 quarters since. The position peaked at $113M in Q3 2021. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Federated Hermes held 85,252 shares of Moelis & Co worth $5.58M as of Q2 2026.
  • Federated Hermes bought 3,983 Moelis & Co shares in Q2 2026, an estimated $261K.
  • Moelis & Co made up 0.01% of Federated Hermes's portfolio in Q2 2026, its #820 holding.
  • Federated Hermes first reported a position in Moelis & Co in Q2 2014 and has held it in 19 quarters since.
  • Federated Hermes's Moelis & Co position peaked at $113M in Q3 2021.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.