Chuck Royce's MC Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 163,661 shares of Moelis & Company (MC) worth $11.25 M, representing 0.11% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in MC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 887,043 shares. Largest reduction occurred in Q2 2017, reducing 501,185 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Moelis & Company (MC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Moelis & Company (MC) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +51,650 | Add 46.11% | 163,661 | $68.74 |
| Q3 2025 | +18,142 | Add 19.33% | 112,011 | $71.32 |
| Q2 2025 | +13,260 | Add 16.45% | 93,869 | $62.32 |
| Q1 2025 | -6,201 | Reduce 7.14% | 80,609 | $58.36 |
| Q4 2024 | -25,678 | Reduce 22.83% | 86,810 | $73.88 |
| Q3 2024 | -68,040 | Reduce 37.69% | 112,488 | $68.51 |
| Q2 2024 | +5,915 | Add 3.39% | 180,528 | $56.86 |
| Q1 2024 | -4,256 | Reduce 2.38% | 174,613 | $56.77 |
| Q4 2023 | -100,378 | Reduce 35.95% | 178,869 | $56.13 |
| Q3 2023 | -91,084 | Reduce 24.60% | 279,247 | $45.13 |
| Q2 2023 | -77,502 | Reduce 17.31% | 370,331 | $45.34 |
| Q1 2023 | -93,188 | Reduce 17.22% | 447,833 | $38.44 |
| Q4 2022 | -52,618 | Reduce 8.86% | 541,021 | $38.37 |
| Q3 2022 | -27,532 | Reduce 4.43% | 593,639 | $33.81 |
| Q2 2022 | +52,124 | Add 9.16% | 621,171 | $39.35 |
| Q1 2022 | +49,787 | Add 9.59% | 569,047 | $46.95 |
| Q4 2021 | -187,574 | Reduce 26.54% | 519,260 | $62.51 |
| Q3 2021 | -124,401 | Reduce 14.97% | 706,834 | $61.87 |
| Q2 2021 | -137,000 | Reduce 14.15% | 831,235 | $56.89 |
| Q1 2021 | -30,713 | Reduce 3.07% | 968,235 | $54.88 |
| Q4 2020 | -12,703 | Reduce 1.26% | 998,948 | $46.76 |
| Q3 2020 | +64,245 | Add 6.78% | 1.01 M | $35.14 |
| Q2 2020 | +113,025 | Add 13.55% | 947,406 | $31.16 |
| Q1 2020 | +378,373 | Add 82.98% | 834,381 | $28.10 |
| Q4 2019 | +9,449 | Add 2.12% | 456,008 | $31.92 |
| Q3 2019 | -33,796 | Reduce 7.04% | 446,559 | $32.85 |
| Q2 2019 | +45,448 | Add 10.45% | 480,355 | $34.95 |
| Q1 2019 | -32,363 | Reduce 6.93% | 434,907 | $41.61 |
| Q4 2018 | +220,116 | Add 89.06% | 467,270 | $34.38 |
| Q3 2018 | -6,200 | Reduce 2.45% | 247,154 | $54.80 |
| Q2 2018 | -209,692 | Reduce 45.29% | 253,354 | $58.65 |
| Q1 2018 | -78,644 | Reduce 14.52% | 463,046 | $50.85 |
| Q4 2017 | -157,924 | Reduce 22.57% | 541,690 | $48.50 |
| Q3 2017 | -93,572 | Reduce 11.80% | 699,614 | $43.05 |
| Q2 2017 | -501,185 | Reduce 38.72% | 793,186 | $38.85 |
| Q1 2017 | -464,643 | Reduce 26.41% | 1.29 M | $38.50 |
| Q4 2016 | -403,098 | Reduce 18.64% | 1.76 M | $33.90 |
| Q3 2016 | +146,541 | Add 7.27% | 2.16 M | $26.89 |
| Q2 2016 | +179,115 | Add 9.75% | 2.02 M | $22.50 |
| Q1 2016 | +887,043 | Add 93.43% | 1.84 M | $28.23 |
| Q4 2015 | +673,330 | Add 243.89% | 949,413 | $29.18 |
| Q3 2015 | +276,083 | New Buy | 276,083 | $26.26 |
| Q2 2015 | -5,900 | Sold Out | 0 | $0.00 |
| Q3 2014 | -5,900 | Reduce 50.00% | 5,900 | $34.07 |
| Q2 2014 | +11,800 | New Buy | 11,800 | $33.64 |
Chuck Royce's Moelis & Company Investment FAQs
Chuck Royce first purchased Moelis & Company (MC) in Q2 2014, acquiring 11,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Moelis & Company (MC) for 47 quarters since Q2 2014.
Chuck Royce's largest addition to Moelis & Company (MC) was in Q1 2016, adding 1,836,456 shares worth $51.84 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 163,661 shares of Moelis & Company (MC), valued at approximately $11.25 M.
As of the Q4 2025 filing, Moelis & Company (MC) represents approximately 0.11% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Moelis & Company (MC) was 2,162,112 shares, as reported at the end of Q3 2016.