Fisher Asset Management Boosts Stake in Moelis & Company

Institutional investor increases holdings in asset management firm by over 40%

Mar. 4, 2026 at 9:20am

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Fisher Asset Management LLC, an institutional investor, has increased its stake in Moelis & Company (NYSE:MC) by 40.3% during the third quarter, according to a recent SEC filing. The firm now owns 491,470 shares of the asset manager's stock, worth approximately $35 million.

Why it matters

This increase in ownership by a major institutional investor signals confidence in Moelis & Company's performance and future growth prospects. As a leading independent investment bank, Moelis & Company's financial results and market positioning are closely watched by the investment community.

The details

According to the SEC filing, Fisher Asset Management purchased an additional 141,221 shares of Moelis & Company during the third quarter, bringing its total ownership to 491,470 shares or 0.63% of the company. The institutional investor cited the asset manager's strong financial performance and growth potential as reasons for increasing its stake.

  • Fisher Asset Management filed the SEC disclosure on March 4, 2026, reporting its Q3 2025 holdings.

The players

Fisher Asset Management LLC

An institutional investment management firm that oversees over $1 trillion in assets.

Moelis & Company

An independent investment bank that provides financial advisory, capital raising, and asset management services to corporations, governments, and financial sponsors.

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The takeaway

This increase in ownership by a major institutional investor like Fisher Asset Management underscores the market's confidence in Moelis & Company's ability to continue delivering strong financial results and growth in the asset management industry.