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MOELIS & CO. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and MOELIS & CO.’s Form 8-K, filed June 7, 2024 (Item 5.07 on EDGAR). Page generated October 13, 2026.

  • 9Reported items
  • 313Asset managers
  • 3,531Fund votes
  • June 6, 2024Meeting date

Results at a glance

Meeting of June 6, 2024: 8 items on MOELIS & CO.’s Form 8-K, filed June 7, 2024: 3 approved · 5 without a stated outcome.

Material dissent

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided · This season’s results screens

Proxy season: 2023-2024 2024-2025 2025-2026

Explore MOELIS & CO. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by MOELIS & CO.

These tallies are MOELIS & CO.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 7, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

MOELIS & CO. — official shareholder meeting results, meeting held June 6, 2024
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Kenneth Moelis 103,306,8343,014,70625,736 --5,413,216 97%Not verified—
Elect Director: Eric Cantor 101,885,1284,437,94824,200 --5,413,216 96%Not verified—
Elect Director: John A. Allison IV 83,610,30222,710,62526,349 --5,413,216 79%Not verified—
Elect Director: Kenneth L. Shropshire 91,312,51714,989,59445,165 --5,413,216 86%Not verified—
Elect Director: Laila Worrell 91,772,37914,531,66843,229 --5,413,216 86%Not verified—
2. Non-binding, advisory vote on the compensation of the Company's named executive officers 98,862,9027,432,54251,832 --5,413,216 93%Approved—
4. 2024 Moelis Omnibus Incentive Plan 78,351,83127,777,335218,110 --5,413,216 74%Approved—
5. Appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2024 109,410,8842,318,30731,301 --0 98%Approved—

This meeting is also recorded here as June 7, 2024; both records come from the same filing, so the date should be checked against it.

Source: MOELIS & CO., Form 8-K, filed with the SEC on June 7, 2024 — read the filing on EDGAR.

How asset managers voted at the MOELIS & CO. 2023-2024 meeting

Each item below shows how the 313 asset managers that disclosed a MOELIS & CO. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of MOELIS & CO.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Elect Director: Eric Cantor

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 101,885,128AGAINST: 4,437,948
Details: description as filed, official tally, votes by 88 asset managers

Description as filed by funds: Election of Directors: Eric Cantor

MOELIS & CO.’s own tally for this item (“Elect Director: Eric Cantor”): 101,885,128 for, 4,437,948 against, per its Form 8-K filed June 7, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 88 asset managers below reported 30,524,695 for, 1,710,895 against, 16,518 abstained, 49,789 not voted.

FOR
FOR: 30,524,695AGAINST: 1,710,895ABSTAIN: 16,518NOT VOTED: 49,789
Largest asset managers voting on “Election of Directors: Eric Cantor” at MOELIS & CO., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard7,608,9360 00For
BlackRock5,625,0240 00For
TOUCHSTONE FUNDS GROUP TRUST2,943,9280 00For
WASATCH FUNDS TRUST1,996,0780 00For
Fidelity1,602,7850 00For
Virtus1,231,7470 00For
State Street20,2431,109,158 00Against
Lord Abbett1,008,2040 00For
Charles Schwab821,5270 00For
MADISON FUNDS780,8740 00For
Capital Group719,0000 00For
JPMorgan656,2530 00For
Dimensional614,3180 00For
AllianceBernstein599,1740 00For
Artisan450,1070 00For
Jackson National231,525182,605 00Mixed
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)350,0000 00For
Tributary Funds, Inc.280,5220 00For
WisdomTree0212,836 00Against
Principal203,7180 00For
FINANCIAL INVESTORS TRUST203,4020 00For
Columbia Threadneedle192,1660 00For
Equitable177,7500 00For
Lincoln Financial117,27354,600 00Mixed
TIAA169,6960 00For

Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.

2. Elect Director: John A. Allison IV

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

79% Majority: yes · of votes cast

FOR 79%AGAINST
FOR: 83,610,302AGAINST: 22,710,625
Details: description as filed, official tally, votes by 88 asset managers

Description as filed by funds: Election of Directors: John A. Allison IV

MOELIS & CO.’s own tally for this item (“Elect Director: John A. Allison IV”): 83,610,302 for, 22,710,625 against, per its Form 8-K filed June 7, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 79% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 88 asset managers below reported 22,753,088 for, 9,484,094 against, 14,926 abstained, 49,789 not voted.

FORAGAINST
FOR: 22,753,088AGAINST: 9,484,094ABSTAIN: 14,926NOT VOTED: 49,789
Largest asset managers voting on “Election of Directors: John A. Allison IV” at MOELIS & CO., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard7,608,9360 00For
BlackRock5,625,0240 00For
TOUCHSTONE FUNDS GROUP TRUST02,943,928 00Against
WASATCH FUNDS TRUST1,996,0780 00For
Fidelity192,5361,410,249 00Mixed
Virtus1,231,7470 00For
State Street8,5941,120,807 00Against
Lord Abbett1,008,2040 00For
Charles Schwab0821,527 00Against
MADISON FUNDS780,8740 00For
Capital Group719,0000 00For
JPMorgan656,2530 00For
Dimensional0614,318 00Against
AllianceBernstein0599,174 00Against
Artisan450,1070 00For
Jackson National219,019195,111 00Mixed
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)350,0000 00For
Tributary Funds, Inc.280,5220 00For
WisdomTree0212,836 00Against
Principal128,34875,370 00Mixed
FINANCIAL INVESTORS TRUST203,4020 00For
Columbia Threadneedle0192,166 00Against
Equitable102,26075,490 00Mixed
Lincoln Financial113,40058,473 00Mixed
TIAA0169,696 00Against

Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.

3. Elect Director: Kenneth L. Shropshire

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

86% Majority: yes · of votes cast

FOR 86%AGAINST
FOR: 91,312,517AGAINST: 14,989,594
Details: description as filed, official tally, votes by 88 asset managers

Description as filed by funds: Election of Directors: Kenneth L. Shropshire

MOELIS & CO.’s own tally for this item (“Elect Director: Kenneth L. Shropshire”): 91,312,517 for, 14,989,594 against, per its Form 8-K filed June 7, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 86% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 88 asset managers below reported 26,316,664 for, 5,920,518 against, 14,926 abstained, 49,789 not voted.

FORAGAINST
FOR: 26,316,664AGAINST: 5,920,518ABSTAIN: 14,926NOT VOTED: 49,789
Largest asset managers voting on “Election of Directors: Kenneth L. Shropshire” at MOELIS & CO., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard7,608,9360 00For
BlackRock5,625,0240 00For
TOUCHSTONE FUNDS GROUP TRUST02,943,928 00Against
WASATCH FUNDS TRUST1,996,0780 00For
Fidelity1,506,59896,187 00Mixed
Virtus1,231,7470 00For
State Street1,115,61913,782 00For
Lord Abbett1,008,2040 00For
Charles Schwab821,5270 00For
MADISON FUNDS780,8740 00For
Capital Group719,0000 00For
JPMorgan656,2530 00For
Dimensional0614,318 00Against
AllianceBernstein0599,174 00Against
Artisan450,1070 00For
Jackson National219,019195,111 00Mixed
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)350,0000 00For
Tributary Funds, Inc.280,5220 00For
WisdomTree0212,836 00Against
Principal128,34875,370 00Mixed
FINANCIAL INVESTORS TRUST203,4020 00For
Columbia Threadneedle192,1660 00For
Equitable102,26075,490 00Mixed
Lincoln Financial168,0003,873 00For
TIAA0169,696 00Against

Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.

4. Elect Director: Kenneth Moelis

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 103,306,834AGAINST: 3,014,706
Details: description as filed, official tally, votes by 88 asset managers

Description as filed by funds: Election of Directors: Kenneth Moelis

MOELIS & CO.’s own tally for this item (“Elect Director: Kenneth Moelis”): 103,306,834 for, 3,014,706 against, per its Form 8-K filed June 7, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 88 asset managers below reported 31,994,699 for, 242,483 against, 14,926 abstained, 49,789 not voted.

FOR
FOR: 31,994,699AGAINST: 242,483ABSTAIN: 14,926NOT VOTED: 49,789
Largest asset managers voting on “Election of Directors: Kenneth Moelis” at MOELIS & CO., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard7,608,9360 00For
BlackRock5,625,0240 00For
TOUCHSTONE FUNDS GROUP TRUST2,943,9280 00For
WASATCH FUNDS TRUST1,996,0780 00For
Fidelity1,602,7850 00For
Virtus1,231,7470 00For
State Street1,127,2682,133 00For
Lord Abbett1,008,2040 00For
Charles Schwab821,5270 00For
MADISON FUNDS780,8740 00For
Capital Group719,0000 00For
JPMorgan656,2530 00For
Dimensional614,3180 00For
AllianceBernstein599,1740 00For
Artisan450,1070 00For
Jackson National414,1300 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)350,0000 00For
Tributary Funds, Inc.280,5220 00For
WisdomTree212,8360 00For
Principal203,7180 00For
FINANCIAL INVESTORS TRUST203,4020 00For
Columbia Threadneedle0192,166 00Against
Equitable177,7500 00For
Lincoln Financial171,8730 00For
TIAA169,6960 00For

Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.

5. Elect Director: Laila Worrell

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

86% Majority: yes · of votes cast

FOR 86%
FOR: 91,772,379AGAINST: 14,531,668
Details: description as filed, official tally, votes by 88 asset managers

Description as filed by funds: Election of Directors: Laila J. Worrell

MOELIS & CO.’s own tally for this item (“Elect Director: Laila Worrell”): 91,772,379 for, 14,531,668 against, per its Form 8-K filed June 7, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 86% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 88 asset managers below reported 26,316,664 for, 5,920,518 against, 14,926 abstained, 49,789 not voted.

FORAGAINST
FOR: 26,316,664AGAINST: 5,920,518ABSTAIN: 14,926NOT VOTED: 49,789
Largest asset managers voting on “Election of Directors: Laila J. Worrell” at MOELIS & CO., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard7,608,9360 00For
BlackRock5,625,0240 00For
TOUCHSTONE FUNDS GROUP TRUST02,943,928 00Against
WASATCH FUNDS TRUST1,996,0780 00For
Fidelity1,506,59896,187 00Mixed
Virtus1,231,7470 00For
State Street1,115,61913,782 00For
Lord Abbett1,008,2040 00For
Charles Schwab821,5270 00For
MADISON FUNDS780,8740 00For
Capital Group719,0000 00For
JPMorgan656,2530 00For
Dimensional0614,318 00Against
AllianceBernstein0599,174 00Against
Artisan450,1070 00For
Jackson National219,019195,111 00Mixed
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)350,0000 00For
Tributary Funds, Inc.280,5220 00For
WisdomTree0212,836 00Against
Principal128,34875,370 00Mixed
FINANCIAL INVESTORS TRUST203,4020 00For
Columbia Threadneedle192,1660 00For
Equitable102,26075,490 00Mixed
Lincoln Financial168,0003,873 00For
TIAA0169,696 00Against

Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.

6. 4. 2024 Moelis Omnibus Incentive Plan

Official resultCOMPENSATIONReported outcome: Approved

Combines 2 wordings of this item as funds reported it.

74% Approved · of votes cast

FOR 74%AGAINST
FOR: 78,351,831AGAINST: 27,777,335
Details: description as filed, official tally, votes by 91 asset managers

Description as filed by funds: MOELIS OMNIBUS INCENTIVE PLAN.

MOELIS & CO.’s own tally for this item (“4. 2024 Moelis Omnibus Incentive Plan”): 78,351,831 for, 27,777,335 against — passed, per its Form 8-K filed June 7, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Proposal 4: The 2024 Moelis Omnibus Incentive Plan was approved, based upon the following final tabulation of votes:”
Support: 74% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 91 asset managers below reported 20,767,759 for, 11,395,276 against, 115,845 abstained, 49,789 not voted.

FORAGAINST
FOR: 20,767,759AGAINST: 11,395,276ABSTAIN: 115,845NOT VOTED: 49,789
Largest asset managers voting on “MOELIS OMNIBUS INCENTIVE PLAN.” at MOELIS & CO., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard7,608,9360 00For
BlackRock5,625,0240 00For
TOUCHSTONE FUNDS GROUP TRUST02,943,928 00Against
WASATCH FUNDS TRUST1,996,0780 00For
Fidelity85,7361,517,049 00Mixed
Virtus1,231,7470 00For
State Street8,5941,120,807 00Against
Lord Abbett1,008,2040 00For
Charles Schwab0821,527 00Against
MADISON FUNDS0780,874 00Against
Capital Group719,0000 00For
JPMorgan656,2530 00For
Dimensional0614,318 00Against
AllianceBernstein0599,174 00Against
Artisan450,1070 00For
Jackson National219,019195,111 00Mixed
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)0350,000 00Against
Tributary Funds, Inc.280,5220 00For
WisdomTree0212,836 00Against
Principal128,34875,370 00Mixed
FINANCIAL INVESTORS TRUST203,4020 00For
Columbia Threadneedle0192,166 00Against
Equitable102,26075,490 00Mixed
Lincoln Financial0171,873 00Against
TIAA0169,696 00Against

Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.

7. 2. Non-binding, advisory vote on the compensation of the Company's named executive officers

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 11 wordings of this item as funds reported it.

93% Approved · of votes cast

FOR 93%
FOR: 98,862,902AGAINST: 7,432,542
Details: description as filed, official tally, votes by 310 asset managers

Description as filed by funds: To approve, on an advisory basis, the compensation of our Named Executive Officers.

MOELIS & CO.’s own tally for this item (“2. Non-binding, advisory vote on the compensation of the Company's named executive officers”): 98,862,902 for, 7,432,542 against — passed, per its Form 8-K filed June 7, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Proposal 2: The non-binding, advisory vote on the compensation of the Company's named executive officers was approved, based upon the following final tabulation of votes:”
Support: 93% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 88 asset managers voting on “To approve, on an advisory basis, the compensation of our Named Executive Officers.” at MOELIS & CO., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard7,608,9360 00For
BlackRock5,625,0240 00For
TOUCHSTONE FUNDS GROUP TRUST2,943,9280 00For
WASATCH FUNDS TRUST1,996,0780 00For
Fidelity1,602,7850 00For
Virtus1,231,7470 00For
State Street1,126,0353,366 00For
Artisan1,064,7290 00For
Lord Abbett1,008,2040 00For
Charles Schwab821,5270 00For
MADISON FUNDS0780,874 00Against
Capital Group719,0000 00For
JPMorgan656,2530 00For
Dimensional0614,318 00Against
AllianceBernstein599,1740 00For
Jackson National219,019195,111 00Mixed
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)350,0000 00For
Tributary Funds, Inc.280,5220 00For
WisdomTree0212,836 00Against
Principal203,7180 00For
FINANCIAL INVESTORS TRUST203,4020 00For
Columbia Threadneedle192,1660 00For
Equitable177,7500 00For
Lincoln Financial168,0003,873 00For
TIAA169,6960 00For

Fund voting reports, all 88 managers: 30,649,636 for, 2,202,168 against, 14,926 abstained, 49,789 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 251 asset managers voting on “To approve, on an advisory basis, the compensation of our Named Executive Officers.” at MOELIS & CO., 2023-2024
Asset managerForAgainst AbstainWithheldVote
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC4,305,6391,621 00For
LONDON CO OF VIRGINIA3,504,6060 00For
TIMUCUAN ASSET MANAGEMENT INC/FL2,938,5210 00For
WASATCH ADVISORS LP2,609,18214,284 00For
State Street2,434,3743,366 00For
GEODE CAPITAL MANAGEMENT, LLC1,407,7960 00For
AllianceBernstein1,369,9170 00For
AMERIPRISE FINANCIAL INC1,336,6130 00For
BlackRock1,145,6826,731 00For
LORD, ABBETT & CO. LLC1,055,6990 00For
Tributary Capital Management, LLC434,0220 00For
Charles Schwab847,5300 00For
Corient Private Wealth LLC818,2340 00For
HighTower Advisors, LLC811,2640 00For
WELLS FARGO BANK N A742,1750 00For
Capital Group719,1820 00For
JPMorgan655,0410 00For
Madison Investment Advisors, LLC0650,265 00Against
MELLON INVESTMENTS Corp0575,742 00Against
Northern Trust517,90846 00For
Natixis0482,642 00Against
BAMCO INC /NY/463,4000 00For
PRINCIPAL GLOBAL INVESTORS345,4050 00For
RAYMOND JAMES & ASSOCIATES0342,319 00Against
EMERALD MUTUAL FUND ADVISERS TRUST340,3110 00For

Institutional-manager reports, all 251 managers: 33,357,895 for, 4,789,672 against, 380 abstained, 1,003 not voted, 517,106 1 year, 1,276 unknown. Showing the 25 largest; see all in the interactive database.

8. To approve, on an advisory basis, the frequency (every 1, 2 or 3 years) of future advisory votes to approve the…

No official matchFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 8 wordings of this item as funds reported it.

99.0% Fund and manager reports combined; may count the same shares twice · no official result

1 YEAR
Details: description as filed, votes by 290 asset managers

Description as filed by funds: To approve, on an advisory basis, the frequency (every 1, 2 or 3 years) of future advisory votes to approve the compensation of our Named Executive officers.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 86 asset managers voting on “To approve, on an advisory basis, the frequency (every 1, 2 or 3 years) of future advisory votes to approve th” at MOELIS & CO., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard00 00--
BlackRock00 00--
TOUCHSTONE FUNDS GROUP TRUST00 00--
WASATCH FUNDS TRUST00 00--
Fidelity00 00--
Virtus00 00--
State Street00 00--
Artisan00 00--
Lord Abbett00 00--
Charles Schwab00 00--
MADISON FUNDS00 00--
Capital Group00 00--
JPMorgan00 00--
Dimensional00 00--
AllianceBernstein00 00--
Jackson National00 00--
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)00 00--
Tributary Funds, Inc.00 00--
WisdomTree00 00--
Principal00 00--
FINANCIAL INVESTORS TRUST00 00--
Columbia Threadneedle00 00--
Equitable00 00--
Lincoln Financial00 00--
TIAA00 00--

Fund voting reports, all 86 managers: 17,429 for, 14,926 abstained, 32,132,500 1 year, 637,255 3 year. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 231 asset managers voting on “To approve, on an advisory basis, the frequency (every 1, 2 or 3 years) of future advisory votes to approve th” at MOELIS & CO., 2023-2024
Asset managerForAgainst AbstainWithheldVote
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC00 00--
LONDON CO OF VIRGINIA00 00--
WASATCH ADVISORS LP00 00--
State Street00 00--
GEODE CAPITAL MANAGEMENT, LLC00 00--
AllianceBernstein00 00--
AMERIPRISE FINANCIAL INC00 00--
BlackRock00 00--
LORD, ABBETT & CO. LLC00 00--
Charles Schwab00 00Not Voted
Corient Private Wealth LLC00 00--
HighTower Advisors, LLC00 00--
WELLS FARGO BANK N A00 00--
Capital Group00 00--
Madison Investment Advisors, LLC00 00--
MELLON INVESTMENTS Corp00 00--
Northern Trust00 00--
Natixis00 00--
BAMCO INC /NY/00 00--
PRINCIPAL GLOBAL INVESTORS00 00--
RAYMOND JAMES & ASSOCIATES00 00--
EMERALD MUTUAL FUND ADVISERS TRUST00 00--
Man Group plc00 00--
RBC Capital Markets, LLC00 00--
Columbia Threadneedle00 00--

Institutional-manager reports, all 231 managers: 260,370 for, 2,575 against, 380 abstained, 1,003 not voted, 33,326,970 1 year, 164,108 3 year, 1,276 unknown. Showing the 25 largest; see all in the interactive database.

9. 5. Appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2024

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 3 wordings of this item as funds reported it.

98% Approved · of votes cast

FOR 98%
FOR: 109,410,884AGAINST: 2,318,307
Details: description as filed, official tally, votes by 88 asset managers

Description as filed by funds: TO RATIFY THE APPOINTMENT OF DELOITTE & TOUCHE LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2024.

MOELIS & CO.’s own tally for this item (“5. Appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2024”): 109,410,884 for, 2,318,307 against — passed, per its Form 8-K filed June 7, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Proposal 5: The appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2024 was ratified, based upon the following final tabulation of votes:”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 88 asset managers below reported 32,142,434 for, 94,748 against, 14,926 abstained, 49,789 not voted.

FOR
FOR: 32,142,434AGAINST: 94,748ABSTAIN: 14,926NOT VOTED: 49,789
Largest asset managers voting on “TO RATIFY THE APPOINTMENT OF DELOITTE & TOUCHE LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING F” at MOELIS & CO., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard7,608,9360 00For
BlackRock5,625,0240 00For
TOUCHSTONE FUNDS GROUP TRUST2,943,9280 00For
WASATCH FUNDS TRUST1,996,0780 00For
Fidelity1,602,7850 00For
Virtus1,231,7470 00For
State Street1,125,1144,287 00For
Lord Abbett1,008,2040 00For
Charles Schwab821,5270 00For
MADISON FUNDS780,8740 00For
Capital Group719,0000 00For
JPMorgan656,2530 00For
Dimensional614,3180 00For
AllianceBernstein599,1740 00For
Artisan450,1070 00For
Jackson National414,1300 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)350,0000 00For
Tributary Funds, Inc.280,5220 00For
WisdomTree212,8360 00For
Principal203,7180 00For
FINANCIAL INVESTORS TRUST203,4020 00For
Columbia Threadneedle192,1660 00For
Equitable177,7500 00For
Lincoln Financial171,8730 00For
TIAA169,6960 00For

Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.

Largest MOELIS & CO. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported.

Fund voting reports: top MOELIS & CO. shareholders by shares voted on “To approve, on an advisory basis, the compensation of our Named Executive Officers.”, 2023-2024
#Asset manager Shares voted
1Vanguard 7,608,936
2BlackRock 5,625,024
3TOUCHSTONE FUNDS GROUP TRUST 2,943,928
4WASATCH FUNDS TRUST 1,996,078
5Fidelity 1,602,785
6Virtus 1,231,747
7State Street 1,129,401
8Artisan 1,064,729
9Lord Abbett 1,008,204
10Charles Schwab 821,527
Institutional-manager reports: top MOELIS & CO. shareholders by shares voted on “To approve, on an advisory basis, the compensation of our Named Executive Officers.”, 2023-2024
#Asset manager Shares voted
1KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,307,260
2LONDON CO OF VIRGINIA 3,504,606
3TIMUCUAN ASSET MANAGEMENT INC/FL 2,938,521
4WASATCH ADVISORS LP 2,623,466
5State Street 2,437,740
6GEODE CAPITAL MANAGEMENT, LLC 1,407,796
7AllianceBernstein 1,369,917
8AMERIPRISE FINANCIAL INC 1,336,613
9BlackRock 1,152,413
10LORD, ABBETT & CO. LLC 1,055,699

Shown as share counts, not percentages: no shares-outstanding figure has been matched to MOELIS & CO. for the 2023-2024 season, so there is no denominator to divide by.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on October 13, 2026; a live search always shows the current data.

At MOELIS & CO.'s shareholder meeting held June 6, 2024, in the 2023-2024 proxy season, 313 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,531 separate fund positions. Their filings are grouped here into 9 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve, on an advisory basis, the compensation of our Named Executive Officers. — MOELIS & CO.'s filing reports the proposal as approved, with 93% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: MOELIS & CO.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 7, 2024.

MOELIS & CO. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.