Moelis & Co. Class AMC
13F holders, Q1 2024 (March 31)307holders
5famous investors
$56.75avg. 13F price*
At the end of Q1 2024, 307 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings. The largest holders were BlackRock Inc. ($452.9M), Vanguard Group Inc. ($441.1M) and Kayne Anderson Rudnick Investment Management LLC ($405.5M). 5 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Moelis & Co. Class A
- CUSIP
- 60786M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $78.6M |
| Exits | 25 | $68.5M |
Ownership 307 holders
| BlackRock Inc. | 0.01% | Reduce -0.3% | 7,977,784 | $452.9M |
| Vanguard Group Inc. | 0.01% | Reduce -0.0% | 7,769,940 | $441.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.94% | Add +0.9% | 7,142,856 | $405.5M |
| London Co. of Virginia | 1.07% | Add +3.2% | 3,580,584 | $203.3M |
| Wasatch Advisors LP | 1.01% | Add +4.9% | 3,417,643 | $194.0M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -4.5% | 3,222,361 | $182.9M |
| Timucuan Asset Management Inc. | 5.80% | Add +1.7% | 3,027,630 | $171.9M |
| State Street Corp. | 0.01% | Add +2.5% | 2,623,802 | $149.0M |
| Heard Capital LLC | 7.55% | Add +13.9% | 2,117,000 | $120.2M |
| Alliancebernstein L.P. | 0.03% | Reduce -21.4% | 1,664,998 | $94.5M |
| Madison Asset Management, LLC | 1.12% | Add +14.6% | 1,603,609 | $91.0M |
| Ameriprise Financial Inc. | 0.02% | Add +38.9% | 1,539,404 | $87.4M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 1,453,230 | $82.5M |
| JPMorgan Chase & Co. | 0.01% | Add +11.0% | 1,274,633 | $72.4M |
| Lord, Abbett & Co. LLC | 0.21% | Add +5.2% | 1,118,245 | $63.5M |
| Westwood Holdings Group Inc. | 0.50% | Reduce -1.1% | 1,109,652 | $63.0M |
| Wells Fargo & Company | 0.02% | Add +0.2% | 1,079,816 | $61.3M |
| Artisan Partners Limited Partnership | 0.09% | Reduce -0.2% | 1,076,715 | $61.1M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -9.6% | 1,016,063 | $57.7M |
| HighTower Advisors, LLC | 0.09% | Reduce -13.3% | 983,679 | $55.8M |
| Northern Trust Corp. | 0.01% | Reduce -1.6% | 906,791 | $51.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.5% | 843,378 | $47.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.7% | 726,009 | $41.2M |
| Capital World Investors | 0.01% | No change | 719,000 | $40.8M |
| Norges Bank | 0.01% | Reduce -6.8% | 693,014 | $39.3M |
| Morgan Stanley | 0.00% | Reduce -10.6% | 638,475 | $36.2M |
| Bank of America Corp. | 0.00% | Add +7.7% | 549,729 | $31.2M |
| Baron Capital (BAMCO) | 0.08% | No change | 547,747 | $31.1M |
| Royal Bank of Canada | 0.01% | Add +7.1% | 519,690 | $29.5M |
| Cramer Rosenthal McGlynn LLC | 1.42% | Reduce -11.7% | 461,273 | $26.2M |
| Emerald Advisers, LLC | 1.03% | Add +0.4% | 452,825 | $25.7M |
| Tributary Capital Management, LLC | 2.02% | Reduce -1.4% | 435,383 | $24.7M |
| Emerald Mutual Fund Advisers Trust | 1.13% | No change | 380,711 | $21.6M |
| Raymond James & Associates | 0.01% | Reduce -1.2% | 363,668 | $20.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -56.5% | 346,907 | $19.7M |
| Barclays PLC | 0.01% | Add +78.6% | 315,626 | $17.9M |
| Balyasny Asset Management L.P. | 0.04% | New | 264,616 | $15.0M |
| Citadel Advisors | 0.01% | New | 262,224 | $14.9M |
| Sei Investments Co. | 0.02% | Add +25.0% | 258,695 | $14.7M |
| Natixis Advisors, LLC | 0.03% | Add +73.2% | 253,662 | $14.4M |
| Stifel Financial Corp. | 0.02% | Add +2.5% | 236,961 | $13.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.1% | 231,085 | $13.1M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.1% | 205,892 | $11.7M |
| No Street GP LP | 1.00% | New | 200,000 | $11.4M |
| Rhumbline Advisers | 0.01% | Reduce -0.6% | 197,822 | $11.2M |
| Legal & General Group Plc | 0.00% | Add +2.0% | 195,159 | $11.1M |
| Capital Management Corp. | 2.06% | Reduce -12.9% | 190,330 | $10.8M |
| Deutsche Bank AG | 0.00% | Add +0.8% | 177,817 | $10.1M |
| Winslow Asset Management Inc. | 1.89% | Add +1.1% | 176,811 | $10.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +20.8% | 176,314 | $10.0M |
| HSBC Holdings PLC | 0.01% | Add +67.7% | 175,283 | $10.0M |
| Royce & Associates LP | 0.09% | Reduce -2.4% | 174,613 | $9.9M |
| UBS Group AG | 0.00% | Add +11.6% | 160,361 | $9.1M |
| FMR LLC | 0.00% | Add +13.2% | 140,336 | $8.0M |
| Public Sector Pension Investment Board | 0.06% | Reduce -1.2% | 136,645 | $7.8M |
| Swiss National Bank | 0.01% | Add +0.3% | 131,600 | $7.5M |
| Jane Street Group, LLC | 0.01% | Add +71.1% | 121,916 | $6.9M |
| Susquehanna Portfolio Strategies, LLC | 0.14% | No change | 109,275 | $6.2M |
| First Eagle Investment Management, LLC | 0.01% | Add +8.9% | 105,651 | $6.0M |
| Regions Financial Corp. | 0.04% | Reduce -2.6% | 101,772 | $5.8M |
| Invesco Ltd. | 0.00% | Reduce -46.4% | 100,235 | $5.7M |
| Jennison Associates LLC | 0.00% | Reduce -0.2% | 93,081 | $5.3M |
| Grandeur Peak Global Advisors, LLC | 0.41% | Reduce -25.8% | 91,914 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 89,173 | $5.1M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -17.9% | 79,277 | $4.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 79,234 | $4.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -67.6% | 78,346 | $4.4M |
| Prudential Financial Inc. | 0.01% | Reduce -2.5% | 76,044 | $4.3M |
| Pinebridge Investments, L.P. | 0.03% | New | 74,764 | $4.2M |
| Fisher Asset Management | 0.00% | Add +10.4% | 74,378 | $4.2M |
| Marshall Wace, LLP | 0.01% | Add +81.4% | 70,989 | $4.0M |
| Credit Suisse AG/ | 0.00% | Reduce -0.4% | 68,178 | $3.9M |
| California State Teachers Retirement System | 0.00% | Reduce -5.2% | 66,672 | $3.8M |
| Diversify Advisory Services, LLC | 0.21% | — | 64,630 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.6% | 63,917 | $3.6M |
| Jupiter Asset Management Ltd. | 0.03% | New | 63,440 | $3.6M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +1.7% | 63,422 | $3.6M |
| Salvus Wealth Management, LLC | 2.39% | Reduce -0.8% | 61,653 | $3.5M |
| Moran Wealth Management, LLC | 0.11% | Add +1.8% | 59,482 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.8% | 58,850 | $3.3M |
| Texas Permanent School Fund Corp. | 0.03% | Add +1.3% | 58,344 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.6% | 57,833 | $3.3M |
| Richard Bernstein Advisors LLC | 0.07% | No change | 56,761 | $3.2M |
| New York State Common Retirement Fund | 0.00% | No change | 56,600 | $3.2M |
| Blue Zone Wealth Advisors, LLC | 1.10% | New | 56,595 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Reduce -0.6% | 53,878 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 52,432 | $3.0M |
| PARK CIRCLE Co | 2.66% | No change | 50,176 | $2.8M |
| Comerica Bank | 0.01% | Reduce -5.8% | 49,346 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.2% | 48,508 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Add +230.8% | 46,964 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Add +14.5% | 46,726 | $2.7M |
| NewEdge Wealth, LLC | 0.06% | Add +1.4% | 50,872 | $2.6M |
| Cornerstone Investment Partners, LLC | 0.13% | Reduce -0.2% | 46,171 | $2.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.4% | 46,088 | $2.6M |
| First National Bank of Omaha | 0.18% | Reduce -8.6% | 44,304 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 43,962 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -4.3% | 43,860 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -4.3% | 43,860 | $2.5M |
| Citigroup Inc. | 0.00% | Add +4.0% | 42,671 | $2.4M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -0.9% | 40,612 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.1% | 39,461 | $2.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +102.4% | 39,353 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | Add +8.9% | 39,327 | $2.2M |
| Voya Investment Management LLC | 0.00% | Reduce -11.0% | 37,425 | $2.1M |
| American International Group, Inc. | 0.01% | Reduce -0.9% | 36,040 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.3% | 35,766 | $2.0M |
| Man Group plc | 0.01% | Add +8.5% | 35,275 | $2.0M |
| Eagle Rock Investment Company, LLC | 0.37% | No change | 34,888 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.1% | 34,519 | $2.0M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.5% | 34,388 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -26.0% | 34,310 | $1.9M |
| M&T Bank Corp | 0.01% | Add +26.2% | 33,845 | $1.9M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 33,669 | $1.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 33,100 | $1.9M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.2% | 33,000 | $1.9M |
| Verdence Capital Advisors LLC | 0.17% | Reduce -1.6% | 32,518 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -6.1% | 31,698 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -9.9% | 30,600 | $1.7M |
| Strata Wealth Advisors, LLC | 0.60% | Reduce -42.1% | 30,143 | $1.7M |
| PDT Partners, LLC | 0.15% | Reduce -0.2% | 28,331 | $1.6M |
| Alberta Investment Management Corp | 0.02% | Reduce -26.1% | 27,729 | $1.6M |
| Quantbot Technologies LP | 0.09% | New | 27,614 | $1.6M |
| American Century Companies Inc. | 0.00% | Reduce -8.8% | 27,414 | $1.6M |
| Gabelli Funds LLC | 0.01% | No change | 26,550 | $1.5M |
| AMG National Trust Bank | 0.04% | Reduce -0.0% | 26,362 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | New | 26,286 | $1.5M |
| Empowered Funds, LLC | 0.03% | Add +2.4% | 26,148 | $1.5M |
| Aquatic Capital Management LLC | 0.05% | New | 24,900 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 22,895 | $1.3M |
| Quadrature Capital Ltd | 0.02% | Reduce -26.0% | 22,798 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.1% | 22,864 | $1.3M |
| Townsquare Capital LLC | 0.02% | Add +24.1% | 22,368 | $1.3M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 24,022 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 21,500 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -23.5% | 20,838 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.10% | New | 20,809 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -29.2% | 20,063 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Add +425.0% | 18,900 | $1.1M |
| Canada Pension Plan Investment Board | 0.00% | New | 18,700 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -9.2% | 27,743 | $1.0M |
| Arizona State Retirement System | 0.01% | Reduce -1.6% | 18,321 | $1.0M |
| Jump Financial, LLC | 0.03% | New | 18,200 | $1.0M |
| Harbor Capital Advisors, Inc. | 0.13% | New | 18,120 | $1.0M |
| Trust Point Inc. | 0.08% | Add +42.3% | 18,047 | $1.0M |
| New York State Teachers Retirement System | 0.00% | Reduce -14.2% | 18,046 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -35.1% | 17,964 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -8.4% | 17,867 | $1.0M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -19.6% | 17,465 | $991K |
| Cookson Peirce & Co. Inc. | 0.05% | New | 16,620 | $944K |
| Campbell Newman Asset Management Inc. | 0.07% | Add +2.5% | 16,219 | $921K |
| Harbor Advisors LLC | 0.15% | No change | 14,800 | $840K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 14,397 | $817K |
| UniSuper Management Pty Ltd | 0.01% | New | 14,103 | $801K |
| Tudor Investment Corporation | 0.01% | New | 13,924 | $790K |
| SkyView Investment Advisors, LLC | 0.14% | New | 13,678 | $776K |
| Cerity Partners LLC | 0.00% | Add +146.1% | 13,555 | $770K |
| ProShare Advisors LLC | 0.00% | Add +7.4% | 13,469 | $765K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -6.5% | 13,409 | $761K |
| State of Wisconsin Investment Board | 0.00% | Reduce -15.0% | 12,933 | $734K |
| Edgestream Partners, L.P. | 0.04% | New | 12,660 | $719K |
| First Hawaiian Bank | 0.02% | No change | 12,626 | $717K |
| Millennium Management | 0.00% | Reduce -51.7% | 12,397 | $704K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 11,800 | $670K |
| Quantum Private Wealth, LLC | 0.25% | No change | 11,752 | $667K |
| Handelsbanken Fonder AB | 0.00% | No change | 11,751 | $667K |
| Ausbil Investment Management Ltd | 0.32% | Reduce -19.1% | 11,526 | $647K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.7% | 11,067 | $628K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.5% | 10,695 | $607K |
| US Bancorp \de | 0.00% | Reduce -4.9% | 10,676 | $606K |
| Naples Global Advisors, LLC | 0.06% | Reduce -11.9% | 9,846 | $559K |
| Wesbanco Bank Inc. | 0.02% | New | 9,809 | $557K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -3.0% | 9,637 | $547K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -26.4% | 14,043 | $540K |
| Pictet Asset Management Holding SA | 0.00% | Add +23.7% | 9,433 | $536K |
| Pitcairn Co. | 0.03% | Add +1.2% | 9,304 | $528K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -10.3% | 9,115 | $517K |
| Peak Financial Advisors LLC | 0.30% | Add +2.9% | 8,715 | $495K |
| ExodusPoint Capital Management, LP | 0.01% | New | 8,610 | $489K |
| Mariner, LLC | 0.00% | Add +3.1% | 8,302 | $471K |
| Fox Run Management, L.L.C. | 0.10% | New | 8,013 | $455K |
| MML Investors Services, LLC | 0.00% | Add +5.5% | 8,003 | $454K |
| Teza Capital Management LLC | 0.06% | Reduce -56.8% | 7,778 | $442K |
| Praxis Investment Management Inc. | 0.03% | No change | 7,690 | $437K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,648 | $434K |
| Duality Advisers, LP | 0.04% | Add +66.2% | 7,594 | $431K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -81.0% | 7,558 | $429K |
| Armistice Capital, LLC | 0.01% | New | 7,553 | $429K |
| Nisa Investment Advisors, LLC | 0.00% | Add +373.5% | 7,543 | $428K |
| Cetera Investment Advisers | 0.00% | New | 7,292 | $414K |
| Bank of Montreal | 0.00% | Reduce -43.4% | 6,989 | $401K |
| D.A. Davidson & Co. | 0.00% | No change | 7,056 | $401K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +0.1% | 6,732 | $382K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.7% | 6,667 | $378K |
| Brevan Howard Capital Management LP | 0.04% | New | 6,594 | $374K |
| Argent Trust Co | 0.02% | Add +71.0% | 6,575 | $373K |
| Inceptionr LLC | 0.10% | New | 6,561 | $372K |
| Arden Trust Co | 0.05% | Add +0.2% | 6,350 | $360K |
| Juncture Wealth Strategies, LLC | 0.15% | Reduce -45.7% | 6,300 | $358K |
| Natixis | 0.00% | Reduce -59.6% | 6,300 | $358K |
| Cipher Capital LP | 0.17% | New | 6,294 | $357K |
| Creative Planning | 0.00% | Add +2.6% | 6,227 | $354K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +14.4% | 6,197 | $352K |
| O'ROURKE & COMPANY, Inc | 0.20% | Add +9.5% | 6,181 | $351K |
| Nebula Research & Development LLC | 0.08% | Reduce -44.4% | 6,141 | $349K |
| Allianz Asset Management GmbH | 0.00% | Reduce -11.1% | 6,105 | $347K |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.9% | 6,066 | $344K |
| Kolinsky Wealth Management, LLC | 0.26% | Reduce -0.4% | 6,034 | $343K |
| Riverview Capital Advisers, LLC | 0.12% | No change | 5,980 | $339K |
| Truist Financial Corp. | 0.00% | Add +1.2% | 5,960 | $338K |
| First National Advisers, LLC | 0.07% | New | 5,900 | $335K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -30.6% | 5,711 | $324K |
| KLR Investment Advisors, LLC | 0.23% | Add +27.9% | 5,966 | $318K |
| Entropy Technologies, LP | 0.03% | Add +7.8% | 5,492 | $312K |
| Centiva Capital, LP | 0.02% | Add +38.7% | 5,210 | $296K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Add +0.0% | 4,972 | $282K |
| Heritage Wealth Management, LLC | 0.14% | Reduce -3.1% | 4,772 | $271K |
| Private Advisor Group, LLC | 0.00% | New | 4,615 | $262K |
| Equitable Holdings, Inc. | 0.00% | New | 4,600 | $261K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +4.7% | 4,589 | $260K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.4% | 4,538 | $258K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.1% | 4,485 | $255K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 4,492 | $252K |
| XTX Topco Ltd | 0.03% | New | 4,414 | $251K |
| Osaic Holdings, Inc. | 0.00% | Reduce -86.8% | 4,392 | $249K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -8.9% | 4,347 | $247K |
| Captrust Financial Advisors | 0.00% | Reduce -83.1% | 4,287 | $243K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.0% | 4,285 | $243K |
| Raymond James Trust N.A. | 0.01% | Reduce -1.5% | 4,244 | $241K |
| Mackenzie Financial Corp. | 0.00% | No change | 4,223 | $240K |
| SG Americas Securities, LLC | 0.00% | Reduce -72.4% | 4,203 | $239K |
| CIBC Asset Management Inc | 0.00% | Reduce -0.8% | 4,194 | $238K |
| Envoi LLC | 0.55% | New | 4,115 | $234K |
| Xponance LLC | 0.00% | Add +0.3% | 4,075 | $231K |
| Trajan Wealth LLC | 0.02% | — | 3,952 | $224K |
| Franklin Resources Inc. | 0.00% | Reduce -3.9% | 3,878 | $220K |
| Wedbush Securities Inc. | 0.01% | New | 3,839 | $218K |
| Profund Advisors LLC | 0.01% | Reduce -12.4% | 3,731 | $212K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -22.6% | 3,621 | $206K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 4,513 | $204K |
| Simon Quick Advisors, LLC | 0.01% | New | 3,530 | $200K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -8.7% | 3,512 | $199K |
| STRS Ohio | 0.00% | Reduce -33.3% | 3,000 | $170K |
| Cwm, LLC | 0.00% | Add +684.4% | 2,314 | $131K |
| AlphaQuest LLC | 0.02% | New | 2,125 | $121K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.8% | 1,909 | $108K |
| Parallel Advisors, LLC | 0.00% | No change | 1,680 | $95K |
| KBC Group NV | 0.00% | No change | 1,663 | $94K |
| HM Payson & Co. | 0.00% | Add +72.2% | 1,603 | $91K |
| nVerses Capital, LLC | 0.20% | New | 1,500 | $85K |
| PEAK6 Investments LLC | 0.00% | Reduce -75.7% | 1,384 | $79K |
| Signaturefd, LLC | 0.00% | No change | 1,214 | $69K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,099 | $62K |
| Private Trust Co. NA | 0.01% | Add +68.4% | 1,044 | $59K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +510.2% | 836 | $47K |
| Avior Wealth Management, LLC | 0.00% | New | 821 | $47K |
| Eagle Bay Advisors LLC | 0.03% | No change | 770 | $44K |
| Colonial Trust Co / SC | 0.01% | Add +212.5% | 700 | $40K |
| Hexagon Capital Partners LLC | 0.01% | Add +147.9% | 657 | $37K |
| Simplex Trading, LLC | 0.00% | New | 609 | $34K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 543 | $31K |
| Raffa Wealth Management, LLC | 0.01% | New | 463 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | New | 461 | $26K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 413 | $23K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 380 | $22K |
| Trust Co. of Vermont | 0.00% | No change | 371 | $21K |
| City State Bank | 0.01% | Reduce -36.4% | 350 | $20K |
| GAMMA Investing LLC | 0.00% | Reduce -46.4% | 332 | $19K |
| UMB Bank, n.a. | 0.00% | Add +10.1% | 304 | $17K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 276 | $16K |
| Global Retirement Partners, LLC | 0.00% | No change | 275 | $16K |
| Lindbrook Capital, LLC | 0.00% | No change | 273 | $15K |
| Rise Advisors, LLC | 0.01% | New | 225 | $13K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 200 | $11K |
| Farther Finance Advisors, LLC | 0.00% | No change | 160 | $9K |
| Fifth Third Bancorp | 0.00% | Reduce -25.7% | 136 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -2.2% | 132 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 122 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +1050.0% | 115 | $7K |
| Smartleaf Asset Management LLC | 0.00% | New | 79 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -50.0% | 79 | $4K |
| First Financial Corp. | 0.00% | New | 79 | $4K |
| Principal Securities, Inc. | 0.00% | Reduce -57.8% | 76 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +42.4% | 84 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 65 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 59 | $3K |
| NBT Bank, N.A. | 0.00% | Add +1.8% | 57 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | New | 54 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 55 | $3K |
| Quadrant Capital Group LLC | 0.00% | No change | 51 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 44 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +300.0% | 40 | $2K |
| Mather Group, Llc. | 0.00% | New | 39 | $2K |
| Huntington National Bank | 0.00% | Reduce -22.7% | 34 | $2K |
| Allworth Financial LP | 0.00% | No change | 31 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 29 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -98.3% | 26 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 10 | $568 |
| Abound Wealth Management | 0.00% | No change | 8 | $455 |
| Rothschild Investment LLC | 0.00% | New | 5 | $284 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -71.4% | 4 | $227 |
| Blue Trust, Inc. | 0.00% | Reduce -98.5% | 2 | $114 |
| Covestor Ltd | 0.00% | Reduce -99.7% | 4 | $0 |
"% of holder's portfolio" is MC's weight in each manager's 13F, not the share of Moelis & Co. Class A the manager owns.