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Madison Investment Advisors’s Moelis & Co MC Stock Holding History

Madison Investment Advisors’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
2024
Q4 		$86.1M Buy
+1,164,887
New +$84.3M 0.97% 36

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Madison Investment Advisors's MC Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Moelis & Co (MC) in Q4 2024: 1,164,887 shares worth $86.1M. The stake represents 0.97% of the portfolio and ranks #36 among its holdings.

351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Madison Investment Advisors held 1,164,887 shares of Moelis & Co worth $86.1M as of Q4 2024.
  • Moelis & Co was a new Madison Investment Advisors position in Q4 2024.
  • Moelis & Co made up 0.97% of Madison Investment Advisors's portfolio in Q4 2024, its #36 holding.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.