Citigroup Reduces Stake in Moelis & Company

Asset manager's stock ownership declines by 15% in third quarter

Published on Mar. 2, 2026

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Citigroup Inc. has reduced its holdings in Moelis & Company (NYSE:MC) by 15% during the third quarter, according to a disclosure filed with the Securities and Exchange Commission (SEC). Citigroup previously owned approximately 0.14% of Moelis & Company's stock, valued at $7.689 million at the end of the quarter.

Why it matters

Moelis & Company is a prominent asset management firm, and changes in ownership by major institutional investors like Citigroup can signal shifts in market sentiment or strategic positioning. This disclosure provides insight into portfolio adjustments by one of the company's larger shareholders.

The details

Citigroup sold 19,034 shares of Moelis & Company stock during the third quarter, reducing its total holdings to 107,810 shares. The sale represented a 15% decrease in Citigroup's position in the asset manager. No other details were provided about the rationale behind Citigroup's decision to trim its stake in Moelis & Company.

  • Citigroup filed the disclosure with the SEC in the third quarter of 2026.

The players

Citigroup Inc.

A major American multinational investment bank and financial services corporation.

Moelis & Company

An independent investment bank that provides financial advisory, capital raising and asset management services to a global client base.

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The takeaway

This transaction highlights the dynamic nature of institutional investor portfolios, as large financial firms like Citigroup continuously evaluate and adjust their holdings in response to market conditions and strategic priorities. The reduced stake in Moelis & Company may signal a shift in Citigroup's view of the asset manager's outlook or its fit within the bank's broader investment strategy.