Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Moelis & Co MC Stock Holding History

Kayne Anderson Rudnick 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
Q1 		$329M Sell
5,777,773
-255,982
-4% -$16.6M 0.97% 36
2025
Q4 		$415M Sell
6,033,755
-423,660
-7% -$28.3M 1.11% 29
2025
Q3 		$461M Sell
6,457,415
-310,861
-5% -$22.2M 1.12% 30
2025
Q2 		$422M Sell
6,768,276
-151,931
-2% -$8.53M 1.01% 35
2025
Q1 		$404M Sell
6,920,207
-177,138
-2% -$12.5M 0.99% 39
2024
Q4 		$524M Sell
7,097,345
-136,492
-2% -$9.88M 1.21% 26
2024
Q3 		$496M Buy
7,233,837
+43,616
+0.6% +$2.82M 1.09% 32
2024
Q2 		$409M Buy
7,190,221
+47,365
+0.7% +$2.56M 1% 36
2024
Q1 		$405M Buy
7,142,856
+60,966
+0.9% +$3.33M 0.94% 39
2023
Q4 		$398M Sell
7,081,890
-197,319
-3% -$9.27M 0.99% 38
2023
Q3 		$329M Buy
7,279,209
+49,291
+0.7% +$2.32M 0.94% 41
2023
Q2 		$328M Buy
7,229,918
+219,329
+3% +$8.75M 0.92% 39
2023
Q1 		$269M Buy
7,010,589
+272,370
+4% +$11.7M 0.79% 46
2022
Q4 		$259M Sell
6,738,219
-190,226
-3% -$7.72M 0.81% 45
2022
Q3 		$234M Buy
6,928,445
+792,661
+13% +$33.2M 0.78% 47
2022
Q2 		$241M Buy
6,135,784
+757,607
+14% +$33.1M 0.76% 53
2022
Q1 		$253M Sell
5,378,177
-181,924
-3% -$9.46M 0.67% 54
2021
Q4 		$348M Sell
5,560,101
-192,452
-3% -$12.9M 0.8% 46
2021
Q3 		$356M Sell
5,752,553
-291,786
-5% -$17.5M 0.86% 44
2021
Q2 		$344M Sell
6,044,339
-55,246
-0.9% -$3M 0.85% 43
2021
Q1 		$335M Sell
6,099,585
-27,960
-0.5% -$1.5M 0.9% 37
2020
Q4 		$287M Buy
6,127,545
+3,259
+0.1% +$131K 0.83% 41
2020
Q3 		$215M Buy
6,124,286
+322,668
+6% +$10.2M 0.78% 41
2020
Q2 		$181M Buy
5,801,618
+48,212
+0.8% +$1.51M 0.75% 41
2020
Q1 		$162M Buy
5,753,406
+440,423
+8% +$14.4M 0.92% 31
2019
Q4 		$170M Sell
5,312,983
-386,073
-7% -$12.6M 0.82% 35
2019
Q3 		$187M Sell
5,699,056
-2,725,310
-32% -$92.4M 0.98% 31
2019
Q2 		$294M Buy
8,424,366
+976,172
+13% +$35.3M 1.56% 17
2019
Q1 		$310M Buy
7,448,194
+331,793
+5% +$14.2M 1.77% 13
2018
Q4 		$245M Buy
7,116,401
+8,490
+0.1% +$360K 1.69% 15
2018
Q3 		$390M Buy
7,107,911
+1,034,092
+17% +$60.7M 2.28% 6
2018
Q2 		$356M Buy
6,073,819
+1,121,155
+23% +$64.4M 2.29% 6
2018
Q1 		$252M Buy
4,952,664
+4,182,512
+543% +$214M 1.88% 11
2017
Q4 		$37.4M Buy
+770,152
New +$34.8M 0.3% 84

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's MC Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Moelis & Co (MC) stake by 4.2% in Q1 2026, selling an estimated $16.6M and leaving 5,777,773 shares worth $329M. The position accounts for 0.97% of the portfolio, ranked #36.

Kayne Anderson Rudnick Investment Management first reported a position in MC in Q4 2017 and has held it in 34 quarters since. The position peaked at $524M in Q4 2024. 400 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 5,777,773 shares of Moelis & Co worth $329M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 255,982 Moelis & Co shares in Q1 2026, an estimated $16.6M.
  • Moelis & Co made up 0.97% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #36 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Moelis & Co in Q4 2017 and has held it in 34 quarters since.
  • Kayne Anderson Rudnick Investment Management's Moelis & Co position peaked at $524M in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.