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Compiled from SEC Form N-PX filings and Moelis & Company’s Form 8-K, filed 2025-06-06 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore Moelis & Company in the interactive database Compare manager voting policies
These tallies are Moelis & Company’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-06-06 (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 | 105,050,801 | 1,832,746 | 18,876 | -- | 6,378,591 | Majority: yes |
| Elect Director: Eric Cantor | 101,893,915 | 4,987,224 | 21,284 | -- | 6,378,591 | Majority: yes |
| Elect Director: Louise Mirrer | 100,718,038 | 6,164,823 | 19,562 | -- | 6,378,591 | Majority: yes |
| Elect Director: Kenneth L. Shropshire | 89,122,211 | 17,752,192 | 28,020 | -- | 6,378,591 | Majority: yes |
| Elect Director: Laila Worrell | 91,065,343 | 15,817,674 | 19,406 | -- | 6,378,591 | 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: | 82,139,375 | 24,628,012 | 135,036 | -- | 6,378,591 | Majority: yes |
| Proposal 3: The appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2025 was ratified, based upon the following final tabulation of votes: | 110,769,178 | 2,486,856 | 24,980 | -- | 0 | Majority: yes |
Source: Moelis & Company, Form 8-K, filed with the SEC on 2025-06-06 — read the filing on EDGAR.
Each item below shows how the 370 asset managers that disclosed a Moelis & Company 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.
Meeting held 2025-06-05.
Combines 10 wordings of this item as funds reported it.
77% Majority: yes · of votes cast
Moelis & Company’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:”): 82,139,375 for, 24,628,012 against, per its Form 8-K filed 2025-06-06 (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 366 asset managers below cast 60% of the shares they voted on this item FOR (45,324,236 for, 29,817,096 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 8,522,915 | 14,852 | 0 | 0 | For |
| BlackRock | 7,601,671 | 11,839 | 0 | 0 | For |
| Charles Schwab | 0 | 5,890,802 | 0 | 0 | Against |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 0 | 5,502,448 | 0 | 0 | Against |
| State Street | 3,686,869 | 36,695 | 0 | 0 | For |
| LONDON CO OF VIRGINIA | 3,435,280 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 2,872,273 | 0 | 0 | 0 | For |
| WASATCH ADVISORS LP | 2,134,559 | 15,197 | 0 | 0 | For |
| AMERIPRISE FINANCIAL INC | 1,862,192 | 22,477 | 0 | 0 | For |
| Fidelity | 248,375 | 1,456,000 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 1,637,758 | 0 | 0 | Against |
| WASATCH FUNDS TRUST | 1,615,972 | 0 | 0 | 0 | For |
| Capital Group | 1,438,186 | 0 | 0 | 0 | For |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1,370,845 | 0 | 0 | 0 | For |
| Virtus | 0 | 1,272,711 | 0 | 0 | Against |
| JPMorgan | 996,180 | 0 | 0 | 0 | For |
| Heard Capital LLC | 904,740 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 763,320 | 0 | 0 | Against |
| WELLS FARGO BANK N A | 0 | 745,969 | 0 | 0 | Against |
| John Hancock | 0 | 724,271 | 0 | 0 | Against |
| Columbia Threadneedle | 534,742 | 152,221 | 0 | 0 | For |
| Voya | 579,600 | 94,308 | 0 | 0 | For |
| MADISON FUNDS | 670,840 | 0 | 0 | 0 | For |
| Natixis | 0 | 611,802 | 0 | 0 | Against |
| LORD, ABBETT & CO. LLC | 603,595 | 0 | 0 | 0 | For |
Showing the 25 largest of 366 asset managers. See all 366 in the interactive database.
Meeting held 2025-06-05.
Combines 5 wordings of this item as funds reported it.
83% Majority: yes · of votes cast
Moelis & Company’s own tally for this item (“Elect Director: Kenneth L. Shropshire”): 89,122,211 for, 17,752,192 against, per its Form 8-K filed 2025-06-06 (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 96 asset managers below cast 85% of the shares they voted on this item FOR (28,834,687 for, 5,161,000 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 8,301,222 | 1,439 | 0 | 0 | For |
| BlackRock | 6,070,815 | 0 | 0 | 0 | For |
| Charles Schwab | 2,918,232 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 2,872,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,615,972 | 0 | 0 | 0 | For |
| Fidelity | 114,075 | 1,456,000 | 0 | 0 | Against |
| Virtus | 1,149 | 1,270,018 | 0 | 0 | Against |
| State Street | 1,165,593 | 1,121 | 0 | 0 | For |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| MADISON FUNDS | 670,840 | 0 | 0 | 0 | For |
| Lord Abbett | 570,714 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 534,742 | 0 | 0 | 0 | For |
| Jackson National | 0 | 388,077 | 0 | 0 | Against |
| John Hancock | 0 | 387,748 | 0 | 0 | Against |
| Prudential/PGIM | 351,750 | 6,137 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 350,000 | 0 | 0 | 0 | For |
| TIAA | 329,796 | 0 | 0 | 0 | For |
| Dimensional | 0 | 311,367 | 0 | 0 | Against |
| Voya | 0 | 289,800 | 0 | 0 | Against |
| Tributary Funds, Inc. | 269,730 | 0 | 0 | 0 | For |
| Invesco | 222,174 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 202,151 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 182,024 | 0 | 0 | Against |
| Equitable | 101,534 | 77,400 | 0 | 0 | For |
| Artisan | 173,258 | 0 | 0 | 0 | For |
Showing the 25 largest of 96 asset managers. See all 96 in the interactive database.
Meeting held 2025-06-05.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Moelis & Company’s own tally for this item (“Elect Director: Kenneth Moelis”): 105,050,801 for, 1,832,746 against, per its Form 8-K filed 2025-06-06 (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 96 asset managers below cast 99% of the shares they voted on this item FOR (33,623,052 for, 374,793 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 8,302,657 | 4 | 0 | 0 | For |
| BlackRock | 6,070,815 | 0 | 0 | 0 | For |
| Charles Schwab | 2,918,232 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 2,872,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,615,972 | 0 | 0 | 0 | For |
| Fidelity | 1,570,075 | 0 | 0 | 0 | For |
| Virtus | 1,271,167 | 0 | 0 | 0 | For |
| State Street | 1,166,674 | 40 | 0 | 0 | For |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| MADISON FUNDS | 670,840 | 0 | 0 | 0 | For |
| Lord Abbett | 570,714 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 534,742 | 0 | 0 | 0 | For |
| Jackson National | 388,077 | 0 | 0 | 0 | For |
| John Hancock | 387,748 | 0 | 0 | 0 | For |
| Prudential/PGIM | 282,687 | 75,200 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 350,000 | 0 | 0 | 0 | For |
| TIAA | 329,796 | 0 | 0 | 0 | For |
| Dimensional | 311,367 | 0 | 0 | 0 | For |
| Voya | 0 | 289,800 | 0 | 0 | Against |
| Tributary Funds, Inc. | 269,730 | 0 | 0 | 0 | For |
| Invesco | 222,174 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 202,151 | 0 | 0 | 0 | For |
| WisdomTree | 182,024 | 0 | 0 | 0 | For |
| Equitable | 178,934 | 0 | 0 | 0 | For |
| Artisan | 173,258 | 0 | 0 | 0 | For |
Showing the 25 largest of 96 asset managers. See all 96 in the interactive database.
Meeting held 2025-06-05.
Combines 5 wordings of this item as funds reported it.
85% Majority: yes · of votes cast
Moelis & Company’s own tally for this item (“Elect Director: Laila Worrell”): 91,065,343 for, 15,817,674 against, per its Form 8-K filed 2025-06-06 (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 96 asset managers below cast 89% of the shares they voted on this item FOR (30,288,629 for, 3,709,216 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 8,301,226 | 1,435 | 0 | 0 | For |
| BlackRock | 6,070,815 | 0 | 0 | 0 | For |
| Charles Schwab | 2,918,232 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 2,872,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,615,972 | 0 | 0 | 0 | For |
| Fidelity | 1,565,775 | 4,300 | 0 | 0 | For |
| Virtus | 1,149 | 1,270,018 | 0 | 0 | Against |
| State Street | 1,165,593 | 1,121 | 0 | 0 | For |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| MADISON FUNDS | 670,840 | 0 | 0 | 0 | For |
| Lord Abbett | 570,714 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 534,742 | 0 | 0 | 0 | For |
| Jackson National | 0 | 388,077 | 0 | 0 | Against |
| John Hancock | 0 | 387,748 | 0 | 0 | Against |
| Prudential/PGIM | 351,750 | 6,137 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 350,000 | 0 | 0 | 0 | For |
| TIAA | 329,796 | 0 | 0 | 0 | For |
| Dimensional | 0 | 311,367 | 0 | 0 | Against |
| Voya | 0 | 289,800 | 0 | 0 | Against |
| Tributary Funds, Inc. | 269,730 | 0 | 0 | 0 | For |
| Invesco | 222,174 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 202,151 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 182,024 | 0 | 0 | Against |
| Equitable | 101,534 | 77,400 | 0 | 0 | For |
| Artisan | 173,258 | 0 | 0 | 0 | For |
Showing the 25 largest of 96 asset managers. See all 96 in the interactive database.
Meeting held 2025-06-05.
Combines 5 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
Moelis & Company’s own tally for this item (“Elect Director: Louise Mirrer”): 100,718,038 for, 6,164,823 against, per its Form 8-K filed 2025-06-06 (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 96 asset managers below cast 90% of the shares they voted on this item FOR (30,511,550 for, 3,486,295 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 8,298,318 | 4,343 | 0 | 0 | For |
| BlackRock | 6,070,815 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 2,918,232 | 0 | 0 | Against |
| TOUCHSTONE FUNDS GROUP TRUST | 2,872,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,615,972 | 0 | 0 | 0 | For |
| Fidelity | 1,570,075 | 0 | 0 | 0 | For |
| Virtus | 1,270,018 | 1,149 | 0 | 0 | For |
| State Street | 1,166,714 | 0 | 0 | 0 | For |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| MADISON FUNDS | 670,840 | 0 | 0 | 0 | For |
| Lord Abbett | 570,714 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 534,742 | 0 | 0 | 0 | For |
| Jackson National | 388,077 | 0 | 0 | 0 | For |
| John Hancock | 387,748 | 0 | 0 | 0 | For |
| Prudential/PGIM | 357,887 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 350,000 | 0 | 0 | 0 | For |
| TIAA | 0 | 329,796 | 0 | 0 | Against |
| Dimensional | 311,367 | 0 | 0 | 0 | For |
| Voya | 289,800 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 269,730 | 0 | 0 | 0 | For |
| Invesco | 222,174 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 202,151 | 0 | 0 | 0 | For |
| WisdomTree | 182,024 | 0 | 0 | 0 | For |
| Equitable | 178,934 | 0 | 0 | 0 | For |
| Artisan | 173,258 | 0 | 0 | 0 | For |
Showing the 25 largest of 96 asset managers. See all 96 in the interactive database.
Meeting held 2025-06-05.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Moelis & Company’s own tally for this item (“Proposal 3: The appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2025 was ratified, based upon the following final tabulation of votes:”): 110,769,178 for, 2,486,856 against, per its Form 8-K filed 2025-06-06 (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 96 asset managers below cast 99.6% of the shares they voted on this item FOR (33,883,069 for, 113,627 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 8,302,656 | 5 | 0 | 0 | For |
| BlackRock | 6,070,815 | 0 | 0 | 0 | For |
| Charles Schwab | 2,918,232 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 2,872,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,615,972 | 0 | 0 | 0 | For |
| Fidelity | 1,570,075 | 0 | 0 | 0 | For |
| Virtus | 1,270,018 | 0 | 0 | 0 | For |
| State Street | 1,166,262 | 452 | 0 | 0 | For |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| MADISON FUNDS | 670,840 | 0 | 0 | 0 | For |
| Lord Abbett | 570,714 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 534,742 | 0 | 0 | 0 | For |
| Jackson National | 388,077 | 0 | 0 | 0 | For |
| John Hancock | 387,748 | 0 | 0 | 0 | For |
| Prudential/PGIM | 357,887 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 350,000 | 0 | 0 | 0 | For |
| TIAA | 329,796 | 0 | 0 | 0 | For |
| Dimensional | 311,367 | 0 | 0 | 0 | For |
| Voya | 289,800 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 269,730 | 0 | 0 | 0 | For |
| Invesco | 222,174 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 202,151 | 0 | 0 | 0 | For |
| WisdomTree | 182,024 | 0 | 0 | 0 | For |
| Equitable | 178,934 | 0 | 0 | 0 | For |
| Artisan | 173,258 | 0 | 0 | 0 | For |
Showing the 25 largest of 96 asset managers. See all 96 in the interactive database.
Meeting held 2025-06-05.
Combines 4 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Moelis & Company’s own tally for this item (“Elect Director: Eric Cantor”): 101,893,915 for, 4,987,224 against, per its Form 8-K filed 2025-06-06 (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 95 asset managers below cast 94% of the shares they voted on this item FOR (31,987,195 for, 2,006,922 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 8,302,650 | 11 | 0 | 0 | For |
| BlackRock | 6,070,815 | 0 | 0 | 0 | For |
| Charles Schwab | 2,918,232 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 2,872,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,615,972 | 0 | 0 | 0 | For |
| Fidelity | 1,570,075 | 0 | 0 | 0 | For |
| Virtus | 1,271,167 | 0 | 0 | 0 | For |
| State Street | 3,592 | 1,163,122 | 0 | 0 | Against |
| Capital Group | 719,000 | 0 | 0 | 0 | For |
| MADISON FUNDS | 670,840 | 0 | 0 | 0 | For |
| Lord Abbett | 570,714 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 534,742 | 0 | 0 | 0 | For |
| Jackson National | 226,588 | 161,489 | 0 | 0 | For |
| John Hancock | 387,748 | 0 | 0 | 0 | For |
| Prudential/PGIM | 282,687 | 75,200 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 350,000 | 0 | 0 | 0 | For |
| TIAA | 329,796 | 0 | 0 | 0 | For |
| Dimensional | 311,367 | 0 | 0 | 0 | For |
| Voya | 0 | 289,800 | 0 | 0 | Against |
| Tributary Funds, Inc. | 269,730 | 0 | 0 | 0 | For |
| Invesco | 222,174 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 202,151 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 182,024 | 0 | 0 | Against |
| Equitable | 178,934 | 0 | 0 | 0 | For |
| Artisan | 173,258 | 0 | 0 | 0 | For |
Showing the 25 largest of 95 asset managers. See all 95 in the interactive database.
Meeting held 2024-06-06 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
93% Majority: yes · of votes cast
Moelis & Company’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 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 394 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 0 | 394 | 0 | 0 | Against |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Ranked by the number of Moelis & Company shares each manager voted on the most widely held ballot item of the 2024-2025 meeting.
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | Vanguard | 8,537,767 |
| 2 | BlackRock | 7,613,510 |
| 3 | Charles Schwab | 5,892,776 |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5,502,448 |
| 5 | State Street | 3,723,564 |
| 6 | LONDON CO OF VIRGINIA | 3,435,280 |
| 7 | TOUCHSTONE FUNDS GROUP TRUST | 2,872,273 |
| 8 | WASATCH ADVISORS LP | 2,149,756 |
| 9 | AMERIPRISE FINANCIAL INC | 1,884,669 |
| 10 | Fidelity | 1,704,375 |
Shown as share counts, not percentages: no shares-outstanding figure has been matched to Moelis & Company for the 2024-2025 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 & Company's shareholder meeting held 2025-06-05, in the 2024-2025 proxy season, 370 asset managers reported how they voted on 8 ballot items in their SEC Form N-PX filings, covering 2,697 separate fund positions. On the most widely held item on that ballot — To approve, on an advisory basis, the compensation of our Named Executive Officers. — FOR was 77% 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 & Company's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2025-06-06.
Moelis & Company proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.