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Ken Fisher's Moelis & Company (MC) position

Yes: as of Q1 2026, Ken Fisher holds 1.0M shares of MC worth an amount we cannot price (0.0% of the disclosed portfolio). Last quarter the position was increased by 125.1%. First disclosed Q3 2022.
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Current value
an amount we cannot price
Shares held
1.0M
% of portfolio
0.0%
Quarter-end price
No quarter-end price available

Average buy price is hidden here because at least one covered purchase quarter has no usable local mean price.

MC price vs Fisher's position

Dates
$67$67.5$68← Earlier —10 purchases, 5 sells
Average closing price · filing quarter
Price range · filing quarter

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +572K +125.1% 1.0M May 5, 2026
Q4 2025 Reduced −35K −7.0% 457K Feb 9, 2026
Q3 2025 Added +141K +40.3% 491K Nov 12, 2025
Q2 2025 Reduced −3K −0.9% 350K Aug 13, 2025
Q1 2025 Added +133K +60.1% 353K May 14, 2025
Q4 2024 Added +158K +252.8% 221K Feb 5, 2025
Q3 2024 Added +220 +0.4% 63K Nov 12, 2024
Q2 2024 Reduced −12K −16.2% 62K Aug 14, 2024
Q1 2024 Added +7K +10.4% 74K May 9, 2024
Q4 2023 Reduced −5K −7.4% 67K Mar 5, 2024
Q3 2023 Added +6K +8.4% 73K Nov 13, 2023
Q2 2023 Reduced −11K −13.8% 67K Dec 12, 2023
Q1 2023 Added +794 +1.0% 78K Dec 12, 2023
Q4 2022 Added +39K +102.6% 77K Feb 3, 2023
Q3 2022 New +38K 38K Nov 8, 2022
Data through Q1 2026 · filed May 5, 2026
15 grouped rows from 15 quarters

More Fisher positions

Common questions

Does Ken Fisher own MC?

Yes. As of Q1 2026, Ken Fisher disclosed 1.0M shares of MC, worth an amount we cannot price. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Ken Fisher buy MC?

Ken Fisher first disclosed a MC position in Q3 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Ken Fisher sell MC?

The quarter-by-quarter table above shows each sale and reduction Ken Fisher disclosed in MC. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of MC does Ken Fisher own?

Ken Fisher disclosed 1.0M shares of MC as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Ken Fisher pay for MC?

Ken Fisher began building the MC position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.