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Compiled from SEC Form N-PX filings and MOELIS & CO.’s Form 8-K, filed 2024-06-07 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore MOELIS & CO. in the interactive database Compare manager voting policies
These tallies are MOELIS & CO.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-06-07 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Kenneth Moelis | 103,306,834 | 3,014,706 | 25,736 | -- | 5,413,216 | Majority: yes |
| Elect Director: Eric Cantor | 101,885,128 | 4,437,948 | 24,200 | -- | 5,413,216 | Majority: yes |
| Elect Director: John A. Allison IV | 83,610,302 | 22,710,625 | 26,349 | -- | 5,413,216 | Majority: yes |
| Elect Director: Kenneth L. Shropshire | 91,312,517 | 14,989,594 | 45,165 | -- | 5,413,216 | Majority: yes |
| Elect Director: Laila Worrell | 91,772,379 | 14,531,668 | 43,229 | -- | 5,413,216 | Majority: yes |
| 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: | 98,862,902 | 7,432,542 | 51,832 | -- | 5,413,216 | Majority: yes |
| Proposal 4: The 2024 Moelis Omnibus Incentive Plan was approved, based upon the following final tabulation of votes: | 78,351,831 | 27,777,335 | 218,110 | -- | 5,413,216 | Majority: yes |
| 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: | 109,410,884 | 2,318,307 | 31,301 | -- | 0 | Majority: yes |
This meeting is also recorded here as 2024-06-07; 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 2024-06-07 — read the filing on EDGAR.
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.
Combines 11 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
MOELIS & CO.’s own tally for this item (“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:”): 98,862,902 for, 7,432,542 against, per its Form 8-K filed 2024-06-07 (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.
The 310 asset managers below cast 90% of the shares they voted on this item FOR (64,007,491 for, 6,991,839 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,768,985 | 0 | 0 | 0 | For |
| BlackRock | 6,770,706 | 6,731 | 0 | 0 | For |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4,305,639 | 1,621 | 0 | 0 | For |
| State Street | 3,560,410 | 6,731 | 0 | 0 | For |
| LONDON CO OF VIRGINIA | 3,504,606 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 2,943,928 | 0 | 0 | 0 | For |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 2,938,521 | 0 | 0 | 0 | For |
| WASATCH ADVISORS LP | 2,609,182 | 14,284 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,996,078 | 0 | 0 | 0 | For |
| AllianceBernstein | 1,969,091 | 0 | 0 | 0 | For |
| Fidelity | 1,740,934 | 0 | 0 | 0 | For |
| Charles Schwab | 1,669,057 | 0 | 0 | 0 | For |
| Capital Group | 1,438,182 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,407,796 | 0 | 0 | 0 | For |
| AMERIPRISE FINANCIAL INC | 1,336,613 | 0 | 0 | 0 | For |
| JPMorgan | 1,311,294 | 0 | 0 | 0 | For |
| Virtus | 1,231,747 | 0 | 0 | 0 | For |
| Artisan | 1,064,729 | 0 | 0 | 0 | For |
| LORD, ABBETT & CO. LLC | 1,055,699 | 0 | 0 | 0 | For |
| Lord Abbett | 1,008,204 | 0 | 0 | 0 | For |
| Corient Private Wealth LLC | 818,234 | 0 | 0 | 0 | For |
| HighTower Advisors, LLC | 811,264 | 0 | 0 | 0 | For |
| MADISON FUNDS | 0 | 780,874 | 0 | 0 | Against |
| WELLS FARGO BANK N A | 742,175 | 0 | 0 | 0 | For |
| Dimensional | 0 | 739,491 | 0 | 0 | Against |
Showing the 25 largest of 310 asset managers. See all 310 in the interactive database.
Combines 8 wordings of this item as funds reported it.
99.0% fund support · no official result
The 290 asset managers below cast 99.0% of the shares they voted on this item FOR (277,759 for, 2,575 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 0 | 0 | One Year |
| BlackRock | 0 | 0 | 0 | 0 | One Year |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 0 | 0 | 0 | 0 | One Year |
| State Street | 0 | 0 | 0 | 0 | One Year |
| LONDON CO OF VIRGINIA | 0 | 0 | 0 | 0 | One Year |
| TOUCHSTONE FUNDS GROUP TRUST | 0 | 0 | 0 | 0 | 1 Year |
| WASATCH ADVISORS LP | 0 | 0 | 0 | 0 | One Year |
| WASATCH FUNDS TRUST | 0 | 0 | 0 | 0 | One Year |
| AllianceBernstein | 0 | 0 | 0 | 0 | One Year |
| Fidelity | 0 | 0 | 0 | 0 | One Year |
| Charles Schwab | 0 | 0 | 0 | 0 | 1 Year |
| Capital Group | 0 | 0 | 0 | 0 | One Year |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| AMERIPRISE FINANCIAL INC | 0 | 0 | 0 | 0 | One Year |
| Virtus | 0 | 0 | 0 | 0 | One Year |
| Artisan | 0 | 0 | 0 | 0 | One Year |
| LORD, ABBETT & CO. LLC | 0 | 0 | 0 | 0 | One Year |
| Lord Abbett | 0 | 0 | 0 | 0 | One Year |
| Corient Private Wealth LLC | 0 | 0 | 0 | 0 | 1 Year |
| HighTower Advisors, LLC | 0 | 0 | 0 | 0 | One Year |
| MADISON FUNDS | 0 | 0 | 0 | 0 | 1 Year |
| WELLS FARGO BANK N A | 0 | 0 | 0 | 0 | One Year |
| Dimensional | 0 | 0 | 0 | 0 | Three Years |
| JPMorgan | 15,117 | 0 | 0 | 0 | 1 Year |
| Madison Investment Advisors, LLC | 0 | 0 | 0 | 0 | 1 Year |
Showing the 25 largest of 290 asset managers. See all 290 in the interactive database.
Combines 2 wordings of this item as funds reported it.
74% Majority: yes · of votes cast
MOELIS & CO.’s own tally for this item (“Proposal 4: The 2024 Moelis Omnibus Incentive Plan was approved, based upon the following final tabulation of votes:”): 78,351,831 for, 27,777,335 against, per its Form 8-K filed 2024-06-07 (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.
The 91 asset managers below cast 65% of the shares they voted on this item FOR (20,767,759 for, 11,395,276 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,608,936 | 0 | 0 | 0 | For |
| BlackRock | 5,625,024 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 0 | 2,943,928 | 0 | 0 | Against |
| WASATCH FUNDS TRUST | 1,996,078 | 0 | 0 | 0 | For |
| Fidelity | 85,736 | 1,517,049 | 0 | 0 | Against |
| Virtus | 1,231,747 | 0 | 0 | 0 | For |
| State Street | 8,594 | 1,120,807 | 0 | 0 | Against |
| Lord Abbett | 1,008,204 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 821,527 | 0 | 0 | Against |
| MADISON FUNDS | 0 | 780,874 | 0 | 0 | Against |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| JPMorgan | 656,253 | 0 | 0 | 0 | For |
| Dimensional | 0 | 614,318 | 0 | 0 | Against |
| AllianceBernstein | 0 | 599,174 | 0 | 0 | Against |
| Artisan | 450,107 | 0 | 0 | 0 | For |
| Jackson National | 219,019 | 195,111 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0 | 350,000 | 0 | 0 | Against |
| Tributary Funds, Inc. | 280,522 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 212,836 | 0 | 0 | Against |
| Principal | 128,348 | 75,370 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 203,402 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 192,166 | 0 | 0 | Against |
| Equitable | 102,260 | 75,490 | 0 | 0 | For |
| Lincoln Financial | 0 | 171,873 | 0 | 0 | Against |
| TIAA | 0 | 169,696 | 0 | 0 | Against |
Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
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 2024-06-07 (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.
The 88 asset managers below cast 95% of the shares they voted on this item FOR (30,524,695 for, 1,710,895 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,608,936 | 0 | 0 | 0 | For |
| BlackRock | 5,625,024 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 2,943,928 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,996,078 | 0 | 0 | 0 | For |
| Fidelity | 1,602,785 | 0 | 0 | 0 | For |
| Virtus | 1,231,747 | 0 | 0 | 0 | For |
| State Street | 20,243 | 1,109,158 | 0 | 0 | Against |
| Lord Abbett | 1,008,204 | 0 | 0 | 0 | For |
| Charles Schwab | 821,527 | 0 | 0 | 0 | For |
| MADISON FUNDS | 780,874 | 0 | 0 | 0 | For |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| JPMorgan | 656,253 | 0 | 0 | 0 | For |
| Dimensional | 614,318 | 0 | 0 | 0 | For |
| AllianceBernstein | 599,174 | 0 | 0 | 0 | For |
| Artisan | 450,107 | 0 | 0 | 0 | For |
| Jackson National | 231,525 | 182,605 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 350,000 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 280,522 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 212,836 | 0 | 0 | Against |
| Principal | 203,718 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 203,402 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 192,166 | 0 | 0 | 0 | For |
| Equitable | 177,750 | 0 | 0 | 0 | For |
| Lincoln Financial | 117,273 | 54,600 | 0 | 0 | For |
| TIAA | 169,696 | 0 | 0 | 0 | For |
Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.
Combines 4 wordings of this item as funds reported it.
79% Majority: yes · of votes cast
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 2024-06-07 (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.
The 88 asset managers below cast 71% of the shares they voted on this item FOR (22,753,088 for, 9,484,094 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,608,936 | 0 | 0 | 0 | For |
| BlackRock | 5,625,024 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 0 | 2,943,928 | 0 | 0 | Against |
| WASATCH FUNDS TRUST | 1,996,078 | 0 | 0 | 0 | For |
| Fidelity | 192,536 | 1,410,249 | 0 | 0 | Against |
| Virtus | 1,231,747 | 0 | 0 | 0 | For |
| State Street | 8,594 | 1,120,807 | 0 | 0 | Against |
| Lord Abbett | 1,008,204 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 821,527 | 0 | 0 | Against |
| MADISON FUNDS | 780,874 | 0 | 0 | 0 | For |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| JPMorgan | 656,253 | 0 | 0 | 0 | For |
| Dimensional | 0 | 614,318 | 0 | 0 | Against |
| AllianceBernstein | 0 | 599,174 | 0 | 0 | Against |
| Artisan | 450,107 | 0 | 0 | 0 | For |
| Jackson National | 219,019 | 195,111 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 350,000 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 280,522 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 212,836 | 0 | 0 | Against |
| Principal | 128,348 | 75,370 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 203,402 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 192,166 | 0 | 0 | Against |
| Equitable | 102,260 | 75,490 | 0 | 0 | For |
| Lincoln Financial | 113,400 | 58,473 | 0 | 0 | For |
| TIAA | 0 | 169,696 | 0 | 0 | Against |
Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.
Combines 3 wordings of this item as funds reported it.
86% Majority: yes · of votes cast
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 2024-06-07 (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.
The 88 asset managers below cast 82% of the shares they voted on this item FOR (26,316,664 for, 5,920,518 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,608,936 | 0 | 0 | 0 | For |
| BlackRock | 5,625,024 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 0 | 2,943,928 | 0 | 0 | Against |
| WASATCH FUNDS TRUST | 1,996,078 | 0 | 0 | 0 | For |
| Fidelity | 1,506,598 | 96,187 | 0 | 0 | For |
| Virtus | 1,231,747 | 0 | 0 | 0 | For |
| State Street | 1,115,619 | 13,782 | 0 | 0 | For |
| Lord Abbett | 1,008,204 | 0 | 0 | 0 | For |
| Charles Schwab | 821,527 | 0 | 0 | 0 | For |
| MADISON FUNDS | 780,874 | 0 | 0 | 0 | For |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| JPMorgan | 656,253 | 0 | 0 | 0 | For |
| Dimensional | 0 | 614,318 | 0 | 0 | Against |
| AllianceBernstein | 0 | 599,174 | 0 | 0 | Against |
| Artisan | 450,107 | 0 | 0 | 0 | For |
| Jackson National | 219,019 | 195,111 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 350,000 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 280,522 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 212,836 | 0 | 0 | Against |
| Principal | 128,348 | 75,370 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 203,402 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 192,166 | 0 | 0 | 0 | For |
| Equitable | 102,260 | 75,490 | 0 | 0 | For |
| Lincoln Financial | 168,000 | 3,873 | 0 | 0 | For |
| TIAA | 0 | 169,696 | 0 | 0 | Against |
Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
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 2024-06-07 (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.
The 88 asset managers below cast 99.2% of the shares they voted on this item FOR (31,994,699 for, 242,483 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,608,936 | 0 | 0 | 0 | For |
| BlackRock | 5,625,024 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 2,943,928 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,996,078 | 0 | 0 | 0 | For |
| Fidelity | 1,602,785 | 0 | 0 | 0 | For |
| Virtus | 1,231,747 | 0 | 0 | 0 | For |
| State Street | 1,127,268 | 2,133 | 0 | 0 | For |
| Lord Abbett | 1,008,204 | 0 | 0 | 0 | For |
| Charles Schwab | 821,527 | 0 | 0 | 0 | For |
| MADISON FUNDS | 780,874 | 0 | 0 | 0 | For |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| JPMorgan | 656,253 | 0 | 0 | 0 | For |
| Dimensional | 614,318 | 0 | 0 | 0 | For |
| AllianceBernstein | 599,174 | 0 | 0 | 0 | For |
| Artisan | 450,107 | 0 | 0 | 0 | For |
| Jackson National | 414,130 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 350,000 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 280,522 | 0 | 0 | 0 | For |
| WisdomTree | 212,836 | 0 | 0 | 0 | For |
| Principal | 203,718 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 203,402 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 192,166 | 0 | 0 | Against |
| Equitable | 177,750 | 0 | 0 | 0 | For |
| Lincoln Financial | 171,873 | 0 | 0 | 0 | For |
| TIAA | 169,696 | 0 | 0 | 0 | For |
Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.
Combines 4 wordings of this item as funds reported it.
86% Majority: yes · of votes cast
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 2024-06-07 (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.
The 88 asset managers below cast 82% of the shares they voted on this item FOR (26,316,664 for, 5,920,518 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,608,936 | 0 | 0 | 0 | For |
| BlackRock | 5,625,024 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 0 | 2,943,928 | 0 | 0 | Against |
| WASATCH FUNDS TRUST | 1,996,078 | 0 | 0 | 0 | For |
| Fidelity | 1,506,598 | 96,187 | 0 | 0 | For |
| Virtus | 1,231,747 | 0 | 0 | 0 | For |
| State Street | 1,115,619 | 13,782 | 0 | 0 | For |
| Lord Abbett | 1,008,204 | 0 | 0 | 0 | For |
| Charles Schwab | 821,527 | 0 | 0 | 0 | For |
| MADISON FUNDS | 780,874 | 0 | 0 | 0 | For |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| JPMorgan | 656,253 | 0 | 0 | 0 | For |
| Dimensional | 0 | 614,318 | 0 | 0 | Against |
| AllianceBernstein | 0 | 599,174 | 0 | 0 | Against |
| Artisan | 450,107 | 0 | 0 | 0 | For |
| Jackson National | 219,019 | 195,111 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 350,000 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 280,522 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 212,836 | 0 | 0 | Against |
| Principal | 128,348 | 75,370 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 203,402 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 192,166 | 0 | 0 | 0 | For |
| Equitable | 102,260 | 75,490 | 0 | 0 | For |
| Lincoln Financial | 168,000 | 3,873 | 0 | 0 | For |
| TIAA | 0 | 169,696 | 0 | 0 | Against |
Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
MOELIS & CO.’s own tally for this item (“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:”): 109,410,884 for, 2,318,307 against, per its Form 8-K filed 2024-06-07 (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.
The 88 asset managers below cast 99.7% of the shares they voted on this item FOR (32,142,434 for, 94,748 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,608,936 | 0 | 0 | 0 | For |
| BlackRock | 5,625,024 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 2,943,928 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,996,078 | 0 | 0 | 0 | For |
| Fidelity | 1,602,785 | 0 | 0 | 0 | For |
| Virtus | 1,231,747 | 0 | 0 | 0 | For |
| State Street | 1,125,114 | 4,287 | 0 | 0 | For |
| Lord Abbett | 1,008,204 | 0 | 0 | 0 | For |
| Charles Schwab | 821,527 | 0 | 0 | 0 | For |
| MADISON FUNDS | 780,874 | 0 | 0 | 0 | For |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| JPMorgan | 656,253 | 0 | 0 | 0 | For |
| Dimensional | 614,318 | 0 | 0 | 0 | For |
| AllianceBernstein | 599,174 | 0 | 0 | 0 | For |
| Artisan | 450,107 | 0 | 0 | 0 | For |
| Jackson National | 414,130 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 350,000 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 280,522 | 0 | 0 | 0 | For |
| WisdomTree | 212,836 | 0 | 0 | 0 | For |
| Principal | 203,718 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 203,402 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 192,166 | 0 | 0 | 0 | For |
| Equitable | 177,750 | 0 | 0 | 0 | For |
| Lincoln Financial | 171,873 | 0 | 0 | 0 | For |
| TIAA | 169,696 | 0 | 0 | 0 | For |
Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.
— fund support · no official result
No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 0 | 0 | 0 | 0 | One Year |
| Desjardins Global Asset Management Inc. | 0 | 0 | 0 | 0 | One Year |
| Empower | 0 | 0 | 0 | 0 | Not Voted |
| Morningstar Funds Trust | 0 | 0 | 0 | 0 | 1 Year |
| Regime de rentes du Mouvement Desjardins | 0 | 0 | 0 | 0 | One Year |
| Ausbil Investment Management Ltd | 0 | 0 | 0 | 0 | One Year |
| Multi-Select Securities Fund for Puerto Rico Residents | 0 | 0 | 0 | 0 | Not Voted |
Ranked by the number of MOELIS & CO. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting.
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | Vanguard | 7,768,985 |
| 2 | BlackRock | 6,777,437 |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4,307,260 |
| 4 | State Street | 3,567,141 |
| 5 | LONDON CO OF VIRGINIA | 3,504,606 |
| 6 | TOUCHSTONE FUNDS GROUP TRUST | 2,943,928 |
| 7 | TIMUCUAN ASSET MANAGEMENT INC/FL | 2,938,521 |
| 8 | WASATCH ADVISORS LP | 2,623,466 |
| 9 | WASATCH FUNDS TRUST | 1,996,078 |
| 10 | AllianceBernstein | 1,969,091 |
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.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 02 October 2026; a live search always shows the current data.
At MOELIS & CO.'s shareholder meeting held 2024-06-06, in the 2023-2024 proxy season, 313 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,458 separate fund positions. Their filings are grouped here into 10 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. — FOR was 93% 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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: MOELIS & CO.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-06-07.
MOELIS & CO. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.