Moelis & Co. Class AMC
13F holders, Q2 2024 (June 30)293holders −14
26new positions
42sold out
4famous investors
$56.86avg. 13F price*
At the end of Q2 2024, 293 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, down 14 from Q1 2024. 26 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($463.6M), BlackRock Inc. ($463.4M) and Kayne Anderson Rudnick Investment Management LLC ($408.8M). 4 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 Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $14.7M |
| Exits | 42 | $50.5M |
All 13F filers, Q1 2024 → Q2 2024: 3,564,280 shares bought and 3,732,566 shares sold, net −168,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 293 holders
| Vanguard Group Inc. | 0.01% | Add +4.9% | 8,153,938 | $463.6M |
| BlackRock Inc. | 0.01% | Add +2.1% | 8,149,615 | $463.4M |
| Kayne Anderson Rudnick Investment Management LLC | 1.00% | Add +0.7% | 7,190,221 | $408.8M |
| London Co. of Virginia | 1.16% | Add +1.2% | 3,622,548 | $206.0M |
| Wasatch Advisors LP | 1.09% | Add +4.8% | 3,581,825 | $203.7M |
| Timucuan Asset Management Inc. | 5.94% | Add +0.5% | 3,041,565 | $172.9M |
| State Street Corp. | 0.01% | Add +4.1% | 2,730,680 | $155.3M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -19.4% | 2,595,609 | $147.6M |
| Heard Capital LLC | 7.46% | Add +1.6% | 2,150,710 | $122.3M |
| Madison Asset Management, LLC | 1.25% | Add +10.4% | 1,770,835 | $100.7M |
| Ameriprise Financial Inc. | 0.03% | Add +13.8% | 1,751,753 | $99.6M |
| Geode Capital Management, LLC | 0.01% | Add +8.7% | 1,579,618 | $89.8M |
| JPMorgan Chase & Co. | 0.01% | Add +14.7% | 1,462,303 | $83.1M |
| Alliancebernstein L.P. | 0.03% | Reduce -14.6% | 1,421,491 | $80.8M |
| Lord, Abbett & Co. LLC | 0.21% | Add +0.1% | 1,119,432 | $63.7M |
| Wells Fargo & Company | 0.02% | Reduce -0.9% | 1,070,321 | $60.9M |
| Artisan Partners Limited Partnership | 0.09% | Reduce -0.7% | 1,069,169 | $60.8M |
| HighTower Advisors, LLC | 0.09% | Add +5.3% | 1,035,441 | $58.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.4% | 906,090 | $51.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -22.0% | 792,670 | $45.1M |
| Bank of New York Mellon Corp | 0.01% | Add +4.1% | 755,541 | $43.0M |
| Capital World Investors | 0.01% | No change | 719,000 | $40.9M |
| Northern Trust Corp. | 0.01% | Reduce -20.9% | 716,996 | $40.8M |
| Natixis Advisors, LLC | 0.09% | Add +179.2% | 708,140 | $40.3M |
| Norges Bank | 0.01% | Reduce -4.9% | 659,209 | $37.5M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 634,225 | $36.1M |
| Royal Bank of Canada | 0.01% | Add +13.9% | 591,790 | $33.6M |
| Westwood Holdings Group Inc. | 0.27% | Reduce -47.2% | 585,475 | $33.3M |
| Baron Capital (BAMCO) | 0.09% | No change | 547,747 | $31.1M |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 544,402 | $31.0M |
| Tributary Capital Management, LLC | 2.06% | Add +0.3% | 436,542 | $24.8M |
| Emerald Advisers, LLC | 1.04% | Reduce -4.0% | 434,486 | $24.7M |
| Voya Investment Management LLC | 0.03% | Add +954.4% | 394,625 | $22.4M |
| Emerald Mutual Fund Advisers Trust | 1.13% | No change | 380,711 | $21.6M |
| Cramer Rosenthal McGlynn LLC | 1.27% | Reduce -17.6% | 380,207 | $21.6M |
| Raymond James & Associates | 0.01% | Add +2.0% | 370,866 | $21.1M |
| Principal Financial Group Inc. | 0.01% | Add +0.8% | 349,692 | $19.9M |
| Sei Investments Co. | 0.02% | Add +18.2% | 305,871 | $17.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.0% | 293,529 | $16.7M |
| Barclays PLC | 0.01% | Reduce -16.0% | 265,116 | $15.1M |
| HSBC Holdings PLC | 0.01% | Add +40.7% | 246,655 | $14.1M |
| Stifel Financial Corp. | 0.02% | Add +0.0% | 237,010 | $13.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.0% | 207,912 | $11.8M |
| Rhumbline Advisers | 0.01% | Add +1.9% | 201,473 | $11.5M |
| Legal & General Group Plc | 0.00% | Add +0.4% | 195,877 | $11.1M |
| Deutsche Bank AG | 0.01% | Add +9.6% | 194,813 | $11.1M |
| Capital Management Corp. | 2.13% | Reduce -1.8% | 186,995 | $10.6M |
| UBS Group AG | 0.00% | Add +16.0% | 186,048 | $10.6M |
| Royce & Associates LP | 0.10% | Add +3.4% | 180,528 | $10.3M |
| Winslow Asset Management Inc. | 1.95% | Reduce -1.7% | 173,818 | $9.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -8.0% | 162,272 | $9.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +100.5% | 158,866 | $9.0M |
| Public Sector Pension Investment Board | 0.06% | Add +13.3% | 154,814 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +51.8% | 135,399 | $7.7M |
| Swiss National Bank | 0.01% | Reduce -0.3% | 131,200 | $7.5M |
| FMR LLC | 0.00% | Reduce -10.3% | 125,920 | $7.2M |
| First Eagle Investment Management, LLC | 0.02% | Add +18.3% | 124,951 | $7.1M |
| Susquehanna Portfolio Strategies, LLC | 0.26% | No change | 109,275 | $6.2M |
| Citadel Advisors | 0.01% | Reduce -60.2% | 104,263 | $5.9M |
| Regions Financial Corp. | 0.04% | Reduce -0.8% | 100,982 | $5.7M |
| Invesco Ltd. | 0.00% | Reduce -0.3% | 99,903 | $5.7M |
| Jennison Associates LLC | 0.00% | Add +0.5% | 93,523 | $5.3M |
| Cinctive Capital Management LP | 0.26% | New | 83,943 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +34.2% | 78,985 | $4.5M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -0.6% | 78,768 | $4.5M |
| Jane Street Group, LLC | 0.00% | Reduce -36.0% | 78,032 | $4.4M |
| Prudential Financial Inc. | 0.01% | Add +0.9% | 76,732 | $4.4M |
| Allianz Asset Management GmbH | 0.01% | Add +995.3% | 66,866 | $3.8M |
| Palisades Investment Partners, LLC | 1.85% | — | 65,868 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.0% | 65,353 | $3.7M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 63,422 | $3.6M |
| Fisher Asset Management | 0.00% | Reduce -16.2% | 62,350 | $3.5M |
| Salvus Wealth Management, LLC | 2.36% | Reduce -1.9% | 60,450 | $3.4M |
| New York State Common Retirement Fund | 0.00% | Add +4.7% | 59,264 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.0% | 58,405 | $3.3M |
| Blue Zone Wealth Advisors, LLC | 1.14% | Add +2.6% | 58,054 | $3.3M |
| SpiderRock Advisors, LLC | 0.09% | New | 57,490 | $3.3M |
| Richard Bernstein Advisors LLC | 0.07% | Add +0.0% | 56,774 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +2.5% | 55,211 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +12.3% | 54,462 | $3.1M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +49.5% | 51,275 | $2.9M |
| Grandeur Peak Global Advisors, LLC | 0.23% | Reduce -45.1% | 50,447 | $2.9M |
| PARK CIRCLE Co | 2.81% | No change | 50,176 | $2.9M |
| Cornerstone Investment Partners, LLC | 0.14% | Add +8.3% | 50,012 | $2.8M |
| Citigroup Inc. | 0.00% | Add +16.8% | 49,838 | $2.8M |
| NewEdge Wealth, LLC | 0.06% | Reduce -2.1% | 49,823 | $2.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -36.8% | 49,489 | $2.8M |
| LPL Financial LLC | 0.00% | Add +11.2% | 48,896 | $2.8M |
| Diversify Advisory Services, LLC | 0.15% | Reduce -26.4% | 47,551 | $2.8M |
| Neuberger Berman Group LLC | 0.00% | Add +3.8% | 47,833 | $2.7M |
| Comerica Bank | 0.01% | Reduce -3.7% | 47,520 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +0.3% | 47,124 | $2.7M |
| First National Bank of Omaha | 0.17% | Add +1.6% | 45,013 | $2.6M |
| State of Alaska, Department of Revenue | 0.03% | Add +1.7% | 41,306 | $2.3M |
| Corebridge Financial, Inc. | 0.01% | — | 40,983 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Add +18.1% | 40,755 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -8.2% | 40,261 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -8.2% | 40,261 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.1% | 39,738 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -1.2% | 38,852 | $2.2M |
| Eagle Rock Investment Company, LLC | 0.40% | Add +10.6% | 38,598 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.3% | 38,159 | $2.2M |
| Verdence Capital Advisors LLC | 0.19% | Add +14.0% | 37,083 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Add +7.3% | 35,400 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 34,167 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -36.2% | 33,451 | $1.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 33,326 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -48.1% | 33,170 | $1.9M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -4.5% | 32,846 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -31.2% | 32,149 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -5.8% | 31,886 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -5.8% | 29,874 | $1.7M |
| Strata Wealth Advisors, LLC | 0.58% | Reduce -2.4% | 29,428 | $1.7M |
| Empowered Funds, LLC | 0.03% | Add +10.2% | 28,808 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -6.3% | 28,671 | $1.6M |
| Diversify Wealth Management, LLC | 0.20% | — | 26,694 | $1.6M |
| EFG Asset Management (North America) Corp. | 0.27% | New | 26,979 | $1.5M |
| Man Group plc | 0.00% | Reduce -24.5% | 26,647 | $1.5M |
| Gabelli Funds LLC | 0.01% | No change | 26,550 | $1.5M |
| AMG National Trust Bank | 0.04% | Reduce -0.4% | 26,262 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | Add +2.1% | 24,530 | $1.4M |
| Atria Investments, Inc | 0.02% | New | 24,090 | $1.4M |
| Townsquare Capital LLC | 0.02% | Add +5.8% | 23,660 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -29.9% | 23,200 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,895 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 21,500 | $1.2M |
| Amalgamated Bank | 0.01% | Add +2.6% | 21,373 | $1.2M |
| Aquatic Capital Management LLC | 0.04% | Reduce -16.5% | 20,800 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Add +2.6% | 19,400 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +35.5% | 19,033 | $1.1M |
| Trust Point Inc. | 0.09% | Add +4.3% | 18,829 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +1.9% | 18,666 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +0.2% | 18,159 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.2% | 17,574 | $999K |
| New York State Teachers Retirement System | 0.00% | Reduce -3.0% | 17,500 | $995K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.8% | 17,492 | $995K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 17,465 | $993K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -4.6% | 17,049 | $969K |
| Quantbot Technologies LP | 0.05% | Reduce -39.1% | 16,819 | $956K |
| XTX Topco Ltd | 0.08% | Add +274.4% | 16,524 | $940K |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -28.7% | 16,294 | $926K |
| Campbell Newman Asset Management Inc. | 0.07% | Add +0.4% | 16,289 | $926K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.6% | 15,495 | $881K |
| American Century Companies Inc. | 0.00% | Reduce -43.6% | 15,448 | $878K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +5.3% | 15,160 | $862K |
| Harbor Advisors LLC | 0.15% | No change | 14,800 | $842K |
| UniSuper Management Pty Ltd | 0.01% | No change | 14,103 | $802K |
| SkyView Investment Advisors, LLC | 0.14% | Add +1.4% | 13,866 | $788K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +620.5% | 13,754 | $782K |
| OneDigital Investment Advisors LLC | 0.01% | Add +27.5% | 13,640 | $776K |
| Two Sigma Investments, LP | 0.00% | New | 12,633 | $718K |
| First Hawaiian Bank | 0.02% | No change | 12,626 | $718K |
| State of Wisconsin Investment Board | 0.00% | Reduce -8.6% | 11,816 | $672K |
| Quantum Private Wealth, LLC | 0.24% | No change | 11,752 | $668K |
| Handelsbanken Fonder AB | 0.00% | No change | 11,751 | $668K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +6.0% | 11,735 | $667K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 10,359 | $589K |
| Naples Global Advisors, LLC | 0.06% | Add +3.3% | 10,171 | $578K |
| Pitcairn Co. | 0.04% | Add +8.7% | 10,114 | $575K |
| Wesbanco Bank Inc. | 0.02% | No change | 9,809 | $558K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.5% | 9,491 | $540K |
| Alberta Investment Management Corp | 0.01% | Reduce -66.5% | 9,301 | $529K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.6% | 9,281 | $528K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.2% | 9,225 | $525K |
| Mariner, LLC | 0.00% | Add +10.3% | 9,159 | $520K |
| &partners | 0.02% | New | 9,109 | $517K |
| Los Angeles Capital Management LLC | 0.00% | New | 9,058 | $515K |
| Curated Wealth Partners LLC | 0.07% | — | 8,987 | $511K |
| Peak Financial Advisors LLC | 0.29% | Add +0.4% | 8,749 | $497K |
| Sanctuary Advisors, LLC | 0.00% | — | 9,751 | $485K |
| US Bancorp \de | 0.00% | Reduce -20.7% | 8,466 | $481K |
| Edgestream Partners, L.P. | 0.02% | Reduce -33.4% | 8,428 | $479K |
| Inceptionr LLC | 0.13% | Add +23.6% | 8,112 | $461K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,648 | $435K |
| Teza Capital Management LLC | 0.05% | Reduce -5.7% | 7,336 | $417K |
| Bank of Montreal | 0.00% | Add +2.8% | 7,181 | $409K |
| Argent Trust Co | 0.02% | Add +8.7% | 7,145 | $406K |
| D.A. Davidson & Co. | 0.00% | No change | 7,056 | $401K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +3.9% | 6,924 | $394K |
| MML Investors Services, LLC | 0.00% | Reduce -15.6% | 6,758 | $384K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +0.1% | 6,738 | $383K |
| Algert Global LLC | 0.01% | New | 6,711 | $382K |
| Praxis Investment Management Inc. | 0.03% | No change | 7,690 | $377K |
| First National Advisers, LLC | 0.07% | Add +10.0% | 6,489 | $369K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.1% | 6,390 | $363K |
| Arden Trust Co | 0.05% | Reduce -1.2% | 6,274 | $357K |
| O'ROURKE & COMPANY, Inc | 0.20% | Add +0.2% | 6,195 | $352K |
| Cetera Investment Advisers | 0.00% | Reduce -16.6% | 6,084 | $346K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -97.7% | 6,061 | $345K |
| Kolinsky Wealth Management, LLC | 0.25% | Add +0.1% | 6,040 | $343K |
| Cerity Partners LLC | 0.00% | Reduce -55.5% | 6,026 | $343K |
| SG Americas Securities, LLC | 0.00% | Add +42.9% | 6,007 | $342K |
| Riverview Capital Advisers, LLC | 0.11% | No change | 5,980 | $340K |
| D. E. Shaw & Co. | 0.00% | New | 5,910 | $336K |
| Creative Planning | 0.00% | Reduce -5.7% | 5,872 | $334K |
| Truist Financial Corp. | 0.00% | Reduce -3.4% | 5,760 | $328K |
| Clearstead Advisors, LLC | 0.01% | New | 5,570 | $317K |
| Private Advisor Group, LLC | 0.00% | Add +9.4% | 5,050 | $287K |
| Equitable Holdings, Inc. | 0.00% | No change | 4,600 | $262K |
| STRS Ohio | 0.00% | Add +53.3% | 4,600 | $262K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.0% | 4,543 | $259K |
| Choreo, LLC | 0.00% | New | 4,525 | $259K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 4,538 | $258K |
| Xponance LLC | 0.00% | Add +10.4% | 4,501 | $256K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 4,492 | $255K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.1% | 4,481 | $255K |
| Juncture Wealth Strategies, LLC | 0.10% | Reduce -30.2% | 4,400 | $250K |
| Heritage Wealth Management, LLC | 0.13% | Reduce -10.5% | 4,270 | $243K |
| Heritage Family Offices, LLP | 0.13% | — | 4,270 | $243K |
| Venturi Wealth Management, LLC | 0.01% | New | 4,230 | $241K |
| Mackenzie Financial Corp. | 0.00% | No change | 4,223 | $240K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.8% | 4,209 | $239K |
| Captrust Financial Advisors | 0.00% | Reduce -3.1% | 4,152 | $236K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.2% | 4,150 | $236K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.0% | 4,069 | $231K |
| PDT Partners, LLC | 0.02% | Reduce -85.9% | 3,989 | $227K |
| Franklin Resources Inc. | 0.00% | No change | 3,878 | $221K |
| Trajan Wealth LLC | 0.01% | Reduce -6.4% | 3,698 | $210K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.6% | 3,623 | $206K |
| Profund Advisors LLC | 0.01% | Reduce -4.2% | 3,574 | $203K |
| Simon Quick Advisors, LLC | 0.01% | Add +0.1% | 3,534 | $201K |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.4% | 3,406 | $194K |
| Walleye Capital LLC | 0.00% | New | 3,086 | $175K |
| nVerses Capital, LLC | 0.10% | Add +100.0% | 3,000 | $171K |
| Cwm, LLC | 0.00% | Add +1.5% | 2,348 | $134K |
| Headlands Technologies LLC | 0.01% | New | 1,992 | $113K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -74.2% | 1,943 | $110K |
| Simplex Trading, LLC | 0.00% | Add +213.5% | 1,909 | $108K |
| KBC Group NV | 0.00% | No change | 1,663 | $95K |
| State of Wyoming | 0.01% | New | 1,583 | $90K |
| HM Payson & Co. | 0.00% | Reduce -1.9% | 1,573 | $89K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.3% | 1,541 | $88K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +75.2% | 1,465 | $83K |
| PEAK6 Investments LLC | 0.00% | Reduce -2.0% | 1,356 | $77K |
| Signaturefd, LLC | 0.00% | No change | 1,214 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Add +605.0% | 1,128 | $64K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,099 | $62K |
| Private Trust Co. NA | 0.01% | Add +1.5% | 1,060 | $60K |
| Avior Wealth Management, LLC | 0.00% | Add +0.8% | 828 | $47K |
| Eagle Bay Advisors LLC | 0.03% | No change | 770 | $44K |
| Hexagon Capital Partners LLC | 0.01% | Add +9.0% | 716 | $41K |
| Colonial Trust Co / SC | 0.01% | No change | 700 | $40K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 543 | $31K |
| UMB Bank, n.a. | 0.00% | Add +63.5% | 497 | $28K |
| Raffa Wealth Management, LLC | 0.01% | No change | 463 | $26K |
| GAMMA Investing LLC | 0.00% | Add +38.9% | 461 | $26K |
| Quadrant Capital Group LLC | 0.00% | Add +782.4% | 450 | $26K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 413 | $23K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 380 | $22K |
| Trust Co. of Vermont | 0.00% | No change | 371 | $21K |
| Blue Trust, Inc. | 0.00% | Add +18350.0% | 369 | $21K |
| Global Retirement Partners, LLC | 0.00% | Add +31.3% | 361 | $21K |
| City State Bank | 0.01% | No change | 350 | $20K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 300 | $17K |
| Lindbrook Capital, LLC | 0.00% | No change | 273 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -43.4% | 261 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +215.2% | 249 | $14K |
| Rise Advisors, LLC | 0.01% | Add +1.3% | 228 | $13K |
| NewEdge Advisors, LLC | 0.00% | Reduce -28.3% | 198 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 200 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 189 | $11K |
| Fifth Third Bancorp | 0.00% | Add +32.4% | 180 | $10K |
| Arax Advisory Partners | 0.00% | New | 155 | $9K |
| Private Wealth Management Group, LLC | 0.00% | Add +126.2% | 147 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -0.8% | 131 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +3.5% | 119 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.7% | 98 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 112 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 79 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 76 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 59 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 57 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 57 | $3K |
| Baldwin Wealth Partners LLC | 0.00% | New | 54 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 55 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $3K |
| Rothschild Investment LLC | 0.00% | Add +800.0% | 45 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 44 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.5% | 39 | $2K |
| Huntington National Bank | 0.00% | Add +14.7% | 39 | $2K |
| Allworth Financial LP | 0.00% | No change | 31 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 31 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 29 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $2K |
| Innealta Capital, LLC | 0.00% | New | 18 | $1K |
| CVA Family Office, LLC | 0.00% | New | 10 | $569 |
| Abound Wealth Management | 0.00% | No change | 8 | $455 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -30.0% | 7 | $399 |
| AdvisorNet Financial, Inc | 0.00% | No change | 4 | $227 |
| Larson Financial Group LLC | 0.00% | New | 4 | $227 |
| Covestor Ltd | 0.00% | No change | 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.