First Eagle Investment Management
MC icon

First Eagle Investment Management’s Moelis & Co MC Stock Holding History

First Eagle Investment Management’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 		$7.2M Buy
110,000
+34,899
+46% +$2.29M 0.01% 281
2026
Q1 		$4.28M Sell
75,101
-4,200
-5% -$273K 0.01% 282
2025
Q4 		$5.45M Sell
79,301
-550
-0.7% -$36.7K 0.01% 249
2025
Q3 		$5.69M Buy
79,851
+300
+0.4% +$21.4K 0.01% 235
2025
Q2 		$4.96M Sell
79,551
-23,500
-23% -$1.32M 0.01% 256
2025
Q1 		$6.01M Sell
103,051
-15,200
-13% -$1.07M 0.01% 232
2024
Q4 		$8.74M Sell
118,251
-2,500
-2% -$181K 0.02% 197
2024
Q3 		$8.27M Sell
120,751
-4,200
-3% -$271K 0.02% 202
2024
Q2 		$7.1M Buy
124,951
+19,300
+18% +$1.04M 0.02% 219
2024
Q1 		$6M Buy
105,651
+8,600
+9% +$470K 0.01% 246
2023
Q4 		$5.45M Sell
97,051
-8,055
-8% -$378K 0.01% 240
2023
Q3 		$4.74M Buy
105,106
+3,838
+4% +$181K 0.01% 222
2023
Q2 		$4.59M Buy
101,268
+53,530
+112% +$2.14M 0.01% 212
2023
Q1 		$1.84M Buy
+47,738
New +$2.05M ﹤0.01% 293
2022
Q3 		– Sell
-13,451
Closed -$529K – 407
2022
Q2 		$529K Sell
13,451
-44,321
-77% -$1.93M ﹤0.01% 322
2022
Q1 		$2.71M Buy
57,772
+38,064
+193% +$1.98M 0.01% 114
2021
Q4 		$1.23M Buy
19,708
+17,000
+628% +$1.14M ﹤0.01% 118
2021
Q3 		$168K Buy
2,708
+2,000
+282% +$120K ﹤0.01% 279
2021
Q2 		$40K Buy
+708
New +$38.5K ﹤0.01% 237

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

First Eagle Investment Management's MC Position: Q2 2026 in Review

First Eagle Investment Management increased its Moelis & Co (MC) stake by 46% in Q2 2026, buying an estimated $2.29M and bringing the position to 110,000 shares worth $7.2M. The position accounts for 0.01% of the portfolio, ranked #281.

First Eagle Investment Management first reported a position in MC in Q2 2021 and has held it in 19 quarters since. The position peaked at $8.74M in Q4 2024. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • First Eagle Investment Management held 110,000 shares of Moelis & Co worth $7.2M as of Q2 2026.
  • First Eagle Investment Management bought 34,899 Moelis & Co shares in Q2 2026, an estimated $2.29M.
  • Moelis & Co made up 0.01% of First Eagle Investment Management's portfolio in Q2 2026, its #281 holding.
  • First Eagle Investment Management first reported a position in Moelis & Co in Q2 2021 and has held it in 19 quarters since.
  • First Eagle Investment Management's Moelis & Co position peaked at $8.74M in Q4 2024.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on First Eagle Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.