Moelis & Co. Class AMC
13F holders, Q3 2024 (September 30)333holders +40
61new positions
21sold out
6famous investors
$68.51avg. 13F price*
At the end of Q3 2024, 333 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, up 40 from Q2 2024. 61 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($574.8M), Vanguard Group Inc. ($551.3M) and Kayne Anderson Rudnick Investment Management LLC ($495.6M). 6 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Moelis & Co. Class A
- CUSIP
- 60786M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $144.8M |
| Exits | 21 | $9.3M |
All 13F filers, Q2 2024 → Q3 2024: 5,109,696 shares bought and 6,268,277 shares sold, net −1,158,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 333 holders
| BlackRock, Inc. | 0.01% | — | 8,390,376 | $574.8M |
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 8,047,549 | $551.3M |
| Kayne Anderson Rudnick Investment Management LLC | 1.09% | Add +0.6% | 7,233,837 | $495.6M |
| London Co. of Virginia | 1.33% | Add +1.9% | 3,692,882 | $253.0M |
| Wasatch Advisors LP | 0.96% | Reduce -20.5% | 2,848,073 | $195.1M |
| State Street Corp. | 0.01% | Add +0.1% | 2,733,951 | $187.3M |
| Timucuan Asset Management Inc. | 5.37% | Reduce -15.1% | 2,583,495 | $177.0M |
| Ameriprise Financial Inc. | 0.04% | Add +28.0% | 2,242,708 | $153.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -24.5% | 1,960,578 | $134.3M |
| Heard Capital LLC | 6.91% | Reduce -16.4% | 1,798,360 | $123.2M |
| Geode Capital Management, LLC | 0.01% | Add +0.7% | 1,590,316 | $109.0M |
| Madison Asset Management, LLC | 1.20% | Reduce -11.9% | 1,559,321 | $106.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.5% | 1,206,118 | $82.6M |
| Citadel Advisors | 0.08% | Add +961.0% | 1,106,178 | $75.8M |
| Wells Fargo & Company | 0.02% | Reduce -0.1% | 1,068,985 | $73.2M |
| Lord, Abbett & Co. LLC | 0.22% | Reduce -13.0% | 974,140 | $66.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.9% | 922,920 | $63.2M |
| HighTower Advisors, LLC | 0.09% | Reduce -13.4% | 896,235 | $61.4M |
| Northern Trust Corp. | 0.01% | Add +14.8% | 823,389 | $56.4M |
| Natixis Advisors, LLC | 0.11% | Add +13.7% | 804,860 | $55.1M |
| Morgan Stanley | 0.00% | Add +22.2% | 775,075 | $53.1M |
| Norges Bank | 0.01% | Add +13.1% | 745,551 | $51.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -7.8% | 731,104 | $50.1M |
| Capital World Investors | 0.01% | No change | 719,000 | $49.3M |
| Assenagon Asset Management S.A. | 0.10% | New | 715,472 | $49.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.4% | 691,830 | $47.4M |
| Royal Bank of Canada | 0.01% | Add +10.9% | 656,427 | $45.0M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 539,380 | $37.0M |
| Baron Capital (BAMCO) | 0.10% | Reduce -3.8% | 527,186 | $36.1M |
| Artisan Partners Limited Partnership | 0.05% | Reduce -52.6% | 506,709 | $34.7M |
| Westwood Holdings Group Inc. | 0.26% | Reduce -17.0% | 486,176 | $33.3M |
| Emerald Advisers, LLC | 1.17% | Add +1.4% | 440,330 | $30.2M |
| Tributary Capital Management, LLC | 2.31% | Reduce -0.4% | 434,716 | $29.8M |
| Raymond James & Associates | 0.02% | Add +0.6% | 372,919 | $25.5M |
| Emerald Mutual Fund Advisers Trust | 1.28% | Reduce -5.2% | 360,871 | $24.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.9% | 354,760 | $24.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.7% | 333,370 | $22.8M |
| Voya Investment Management LLC | 0.03% | Reduce -18.7% | 320,671 | $22.0M |
| Cramer Rosenthal McGlynn LLC | 1.15% | Reduce -20.3% | 303,007 | $20.8M |
| Sei Investments Co. | 0.03% | Reduce -7.0% | 284,360 | $19.5M |
| Invesco Ltd. | 0.00% | Add +181.8% | 281,519 | $19.3M |
| Stifel Financial Corp. | 0.02% | Add +2.0% | 241,772 | $16.6M |
| Millennium Management | 0.01% | New | 238,817 | $16.4M |
| Balyasny Asset Management L.P. | 0.04% | Add +3682.6% | 229,261 | $15.7M |
| Legal & General Group Plc | 0.00% | Reduce -1.0% | 193,862 | $13.3M |
| Rhumbline Advisers | 0.01% | Reduce -3.8% | 193,860 | $13.3M |
| Axiom Investors LLC | 0.11% | New | 185,952 | $12.7M |
| Deutsche Bank AG | 0.01% | Reduce -5.0% | 185,144 | $12.7M |
| Capital Management Corp. | 2.20% | Reduce -3.5% | 180,459 | $12.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -14.1% | 178,614 | $12.2M |
| Winslow Asset Management Inc. | 2.22% | Add +0.8% | 175,179 | $12.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Reduce -4.2% | 155,508 | $10.7M |
| UBS Group AG | 0.00% | Reduce -17.8% | 152,852 | $10.5M |
| HSBC Holdings PLC | 0.01% | Reduce -39.0% | 150,583 | $10.3M |
| Public Sector Pension Investment Board | 0.06% | Reduce -3.5% | 149,314 | $10.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.6% | 145,203 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +6.2% | 143,741 | $9.8M |
| Barclays PLC | 0.00% | Reduce -46.4% | 142,138 | $9.7M |
| Swiss National Bank | 0.01% | Add +4.7% | 137,400 | $9.4M |
| FMR LLC | 0.00% | Add +0.2% | 126,127 | $8.6M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -3.4% | 120,751 | $8.3M |
| Pier Capital, LLC | 1.15% | New | 118,989 | $8.2M |
| Royce & Associates LP | 0.07% | Reduce -37.7% | 112,488 | $7.7M |
| Susquehanna Portfolio Strategies, LLC | 0.51% | No change | 109,275 | $7.5M |
| Jacobs Levy Equity Management, Inc. | 0.03% | New | 101,741 | $7.0M |
| Regions Financial Corp. | 0.05% | Add +0.4% | 101,384 | $6.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +322.4% | 98,000 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +13.7% | 88,742 | $6.1M |
| Jennison Associates LLC | 0.00% | Reduce -5.7% | 88,234 | $6.0M |
| Citigroup Inc. | 0.01% | Add +75.0% | 87,213 | $6.0M |
| ExodusPoint Capital Management, LP | 0.06% | New | 86,452 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -94.0% | 85,465 | $5.9M |
| Victory Capital Management Inc. | 0.01% | Add +72.2% | 85,202 | $5.8M |
| Renaissance Technologies | 0.01% | New | 83,644 | $5.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.4% | 79,286 | $5.4M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -3.1% | 76,311 | $5.2M |
| Prudential Financial Inc. | 0.01% | Reduce -3.3% | 74,241 | $5.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 71,483 | $4.9M |
| Palisades Investment Partners, LLC | 2.09% | Add +6.3% | 70,015 | $4.8M |
| Informed Momentum Co LLC | 0.70% | New | 67,931 | $4.7M |
| California State Teachers Retirement System | 0.01% | Add +1.9% | 66,574 | $4.6M |
| Fisher Asset Management | 0.00% | Add +0.3% | 62,570 | $4.3M |
| Blue Zone Wealth Advisors, LLC | 1.25% | Add +1.3% | 58,791 | $4.0M |
| NewEdge Wealth, LLC | 0.07% | Add +17.5% | 58,560 | $4.0M |
| D. E. Shaw & Co. | 0.01% | Add +875.5% | 57,653 | $3.9M |
| Richard Bernstein Advisors LLC | 0.08% | No change | 56,774 | $3.9M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +69.9% | 55,809 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.4% | 55,256 | $3.8M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Reduce -1.3% | 54,502 | $3.7M |
| SpiderRock Advisors, LLC | 0.08% | Reduce -6.0% | 54,071 | $3.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.6% | 51,975 | $3.6M |
| New York State Common Retirement Fund | 0.00% | Reduce -12.5% | 51,864 | $3.6M |
| LPL Financial LLC | 0.00% | Add +3.4% | 50,561 | $3.5M |
| PARK CIRCLE Co | 3.06% | No change | 50,176 | $3.4M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.03% | — | 50,107 | $3.4M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -21.0% | 50,107 | $3.4M |
| HRT Financial LP | 0.02% | New | 49,370 | $3.4M |
| Comerica Bank | 0.01% | Add +1.1% | 48,068 | $3.3M |
| Salvus Wealth Management, LLC | 2.00% | Reduce -21.2% | 47,627 | $3.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.8% | 47,439 | $3.3M |
| Campbell & CO Investment Adviser LLC | 0.24% | New | 46,226 | $3.2M |
| First National Bank of Omaha | 0.19% | Reduce -1.5% | 44,345 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +32.3% | 42,526 | $2.9M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -17.4% | 42,363 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.1% | 41,768 | $2.9M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.0% | 40,555 | $2.8M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.8% | 40,153 | $2.8M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.4% | 39,773 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -15.7% | 39,715 | $2.7M |
| Illinois Municipal Retirement Fund | 0.04% | Add +0.1% | 38,872 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +13.1% | 38,657 | $2.6M |
| Eagle Rock Investment Company, LLC | 0.44% | No change | 38,598 | $2.6M |
| Diversify Advisory Services, LLC | 0.14% | Reduce -21.4% | 37,355 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -5.5% | 38,037 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -5.5% | 38,037 | $2.6M |
| Allianz Asset Management GmbH | 0.00% | Reduce -44.3% | 37,256 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.6% | 36,005 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -4.0% | 34,000 | $2.3M |
| Verdence Capital Advisors LLC | 0.18% | Reduce -9.2% | 33,676 | $2.3M |
| Janus Henderson Group PLC | 0.00% | No change | 33,326 | $2.3M |
| M&T Bank Corp | 0.01% | Reduce -1.7% | 31,349 | $2.1M |
| Empowered Funds, LLC | 0.03% | Add +5.9% | 30,514 | $2.1M |
| Seven Eight Capital, LP | 0.19% | New | 30,265 | $2.1M |
| Monashee Investment Management LLC | 0.23% | New | 30,000 | $2.1M |
| Diversify Wealth Management, LLC | 0.20% | Add +11.5% | 29,756 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -12.3% | 29,349 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -13.3% | 28,772 | $2.0M |
| Strata Wealth Advisors, LLC | 0.63% | Reduce -2.4% | 28,712 | $2.0M |
| Man Group plc | 0.01% | Add +7.4% | 28,617 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.4% | 27,705 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -8.8% | 27,255 | $1.9M |
| Holocene Advisors, LP | 0.01% | New | 26,755 | $1.8M |
| EFG Asset Management (North America) Corp. | 0.31% | Reduce -1.2% | 26,654 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +4.6% | 25,197 | $1.7M |
| Dynamic Technology Lab Private Ltd | 0.18% | New | 24,870 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Add +24.7% | 24,200 | $1.7M |
| Gabelli Funds LLC | 0.01% | Reduce -9.4% | 24,050 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -3.1% | 23,761 | $1.6M |
| Townsquare Capital LLC | 0.02% | Reduce -0.2% | 23,611 | $1.6M |
| Hilton Capital Management, LLC | 0.12% | New | 23,417 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,895 | $1.6M |
| Aquatic Capital Management LLC | 0.04% | Add +9.6% | 22,800 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 21,500 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.06% | Add +15.6% | 20,985 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -3.5% | 20,628 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +8.5% | 20,257 | $1.4M |
| Intech Investment Management LLC | 0.01% | New | 19,398 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Add +10.5% | 19,297 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,033 | $1.3M |
| Trust Point Inc. | 0.10% | Add +0.8% | 18,976 | $1.3M |
| Tidal Investments LLC | 0.01% | New | 18,824 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +6.0% | 18,627 | $1.3M |
| Natixis | 0.01% | New | 18,500 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 18,222 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.7% | 17,200 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +40.0% | 16,424 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.9% | 16,549 | $1.1M |
| AMG National Trust Bank | 0.03% | Reduce -38.0% | 16,280 | $1.1M |
| Campbell Newman Asset Management Inc. | 0.08% | Reduce -1.5% | 16,041 | $1.1M |
| Weiss Asset Management LP | 0.04% | New | 15,966 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 15,495 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.8% | 15,040 | $1.0M |
| Cinctive Capital Management LP | 0.06% | Reduce -82.2% | 14,967 | $1.0M |
| Harbor Advisors LLC | 0.17% | No change | 14,800 | $1.0M |
| ProShare Advisors LLC | 0.00% | Add +42.3% | 14,739 | $1.0M |
| SkyView Investment Advisors, LLC | 0.16% | Add +2.2% | 14,166 | $971K |
| Cerity Partners LLC | 0.00% | Add +129.8% | 13,845 | $949K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.3% | 13,812 | $946K |
| XTX Topco Ltd | 0.07% | Reduce -16.9% | 13,736 | $941K |
| Sanctuary Advisors, LLC | 0.01% | Add +25.3% | 12,214 | $917K |
| Twinbeech Capital LP | 0.02% | New | 13,292 | $911K |
| &partners | 0.02% | Add +40.5% | 12,794 | $877K |
| OmniStar Financial Group, Inc. | 0.65% | New | 12,652 | $869K |
| First Hawaiian Bank | 0.03% | No change | 12,626 | $865K |
| Mackenzie Financial Corp. | 0.00% | Add +190.4% | 12,263 | $840K |
| Los Angeles Capital Management LLC | 0.00% | Add +35.2% | 12,248 | $839K |
| State of Wisconsin Investment Board | 0.00% | Add +1.7% | 12,016 | $823K |
| Quantum Private Wealth, LLC | 0.27% | No change | 11,752 | $805K |
| Handelsbanken Fonder AB | 0.00% | No change | 11,751 | $805K |
| Verition Fund Management LLC | 0.01% | New | 11,365 | $779K |
| Cornerstone Investment Partners, LLC | 0.04% | Reduce -77.4% | 11,325 | $776K |
| US Bancorp \de | 0.00% | Add +26.6% | 10,722 | $735K |
| Susquehanna International Group, LLP | 0.00% | New | 10,458 | $716K |
| Naples Global Advisors, LLC | 0.06% | No change | 10,171 | $697K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.8% | 10,096 | $692K |
| Aster Capital Management (DIFC) Ltd | 0.15% | — | 9,880 | $677K |
| Wesbanco Bank Inc. | 0.02% | No change | 9,809 | $672K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.6% | 9,742 | $667K |
| Pitcairn Co. | 0.04% | Reduce -6.8% | 9,430 | $650K |
| Praxis Investment Management Inc. | 0.04% | Add +22.8% | 9,440 | $647K |
| Virtu Financial LLC | 0.03% | New | 9,242 | $633K |
| PEAK6 Investments LLC | 0.03% | Add +570.6% | 9,094 | $623K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -9.0% | 8,640 | $592K |
| Curated Wealth Partners LLC | 0.08% | Reduce -4.2% | 8,613 | $590K |
| Peak Financial Advisors LLC | 0.30% | Reduce -2.9% | 8,497 | $582K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +86.9% | 8,373 | $574K |
| Mariner, LLC | 0.00% | Reduce -11.4% | 8,112 | $556K |
| Bank of Montreal | 0.00% | Add +7.0% | 7,685 | $530K |
| MML Investors Services, LLC | 0.00% | Add +13.6% | 7,679 | $526K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,648 | $524K |
| Argent Trust Co | 0.02% | Add +3.9% | 7,420 | $508K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.4% | 7,160 | $491K |
| D.A. Davidson & Co. | 0.00% | No change | 7,056 | $483K |
| First National Advisers, LLC | 0.08% | Add +8.7% | 7,051 | $483K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.7% | 6,944 | $476K |
| Legacy Capital Wealth Partners, LLC | 0.09% | New | 6,781 | $465K |
| Truist Financial Corp. | 0.00% | Add +17.7% | 6,777 | $464K |
| Private Advisor Group, LLC | 0.00% | Add +30.6% | 6,594 | $452K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -2.9% | 6,542 | $448K |
| O'ROURKE & COMPANY, Inc | 0.22% | Add +4.8% | 6,489 | $445K |
| Venturi Wealth Management, LLC | 0.02% | Add +52.3% | 6,443 | $441K |
| Quantbot Technologies LP | 0.02% | Reduce -62.5% | 6,302 | $432K |
| nVerses Capital, LLC | 0.20% | Add +110.0% | 6,300 | $432K |
| Kolinsky Wealth Management, LLC | 0.27% | Add +0.2% | 6,052 | $415K |
| STRS Ohio | 0.00% | Add +30.4% | 6,000 | $411K |
| Riverview Capital Advisers, LLC | 0.13% | No change | 5,980 | $410K |
| Creative Planning | 0.00% | Reduce -1.2% | 5,800 | $397K |
| Cetera Investment Advisers | 0.00% | Reduce -5.6% | 5,744 | $394K |
| Teza Capital Management LLC | 0.04% | Reduce -21.9% | 5,733 | $393K |
| Captrust Financial Advisors | 0.00% | Add +31.4% | 5,458 | $374K |
| Acadian Asset Management LLC | 0.00% | New | 5,441 | $372K |
| Baldwin Wealth Partners LLC | 0.02% | Add +9548.1% | 5,210 | $357K |
| SG Americas Securities, LLC | 0.00% | Reduce -17.4% | 4,964 | $340K |
| Corient Private Wealth LP | 0.00% | New | 4,878 | $334K |
| Petrus Trust Company, LTA | 0.03% | New | 4,836 | $331K |
| Xponance LLC | 0.00% | Add +3.1% | 4,639 | $318K |
| Centiva Capital, LP | 0.01% | New | 4,612 | $316K |
| Choreo, LLC | 0.00% | Add +2.6% | 4,644 | $315K |
| Equitable Holdings, Inc. | 0.00% | No change | 4,600 | $315K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 4,540 | $311K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 4,492 | $310K |
| Paloma Partners Management Co | 0.02% | New | 4,258 | $292K |
| Heritage Family Offices, LLP | 0.15% | Reduce -0.4% | 4,251 | $291K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.3% | 4,220 | $289K |
| Diametric Capital, LP | 0.14% | New | 4,118 | $282K |
| CIBC Asset Management Inc | 0.00% | Add +0.3% | 4,080 | $280K |
| Nisa Investment Advisors, LLC | 0.00% | Add +108.1% | 4,043 | $277K |
| Franklin Resources Inc. | 0.00% | Add +0.9% | 3,913 | $273K |
| Osaic Holdings, Inc. | 0.00% | Add +16.2% | 3,957 | $271K |
| Profund Advisors LLC | 0.01% | Add +2.5% | 3,665 | $251K |
| Raymond James Trust N.A. | 0.01% | Reduce -11.9% | 3,656 | $250K |
| Bridgefront Capital, LLC | 0.09% | New | 3,551 | $243K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.2% | 3,542 | $243K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 3,522 | $241K |
| Trajan Wealth LLC | 0.01% | Reduce -6.0% | 3,478 | $238K |
| Prelude Capital Management, LLC | 0.02% | New | 3,457 | $237K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 3,415 | $234K |
| Vident Advisory, LLC | 0.01% | New | 3,290 | $225K |
| Engineers Gate Manager LP | 0.00% | New | 3,206 | $220K |
| Qsemble Capital Management, LP | 0.04% | New | 3,079 | $211K |
| Callan Family Office, LLC | 0.04% | New | 3,049 | $209K |
| Fulton Bank, N.A. | 0.01% | New | 3,016 | $207K |
| Shelton Capital Management | 0.01% | New | 3,003 | $206K |
| DGS Capital Management, LLC | 0.05% | New | 2,945 | $202K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 2,707 | $185K |
| Cwm, LLC | 0.00% | Add +2.0% | 2,396 | $164K |
| KBC Group NV | 0.00% | Add +24.4% | 2,068 | $142K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 1,895 | $130K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.6% | 1,845 | $126K |
| Walleye Trading LLC | 0.00% | New | 1,692 | $116K |
| State of Wyoming | 0.02% | Add +5.3% | 1,667 | $114K |
| HM Payson & Co. | 0.00% | No change | 1,573 | $108K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 1,553 | $106K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.9% | 1,388 | $95K |
| Signaturefd, LLC | 0.00% | Reduce -1.1% | 1,200 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.1% | 1,197 | $82K |
| Walleye Capital LLC | 0.00% | Reduce -63.1% | 1,139 | $78K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,099 | $75K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 1,099 | $75K |
| IFP Advisors, Inc | 0.00% | Add +1245.6% | 1,063 | $73K |
| Private Trust Co. NA | 0.01% | No change | 1,060 | $73K |
| GAMMA Investing LLC | 0.01% | Add +115.8% | 995 | $68K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 900 | $62K |
| Blue Trust, Inc. | 0.00% | Add +192.9% | 1,081 | $61K |
| Fifth Third Bancorp | 0.00% | Add +348.9% | 808 | $55K |
| Avior Wealth Management, LLC | 0.00% | Reduce -2.9% | 804 | $55K |
| Colonial Trust Co / SC | 0.01% | Add +11.0% | 777 | $53K |
| Eagle Bay Advisors LLC | 0.02% | No change | 770 | $53K |
| Hexagon Capital Partners LLC | 0.01% | Add +1.4% | 726 | $50K |
| Clearstead Advisors, LLC | 0.00% | Reduce -89.2% | 603 | $41K |
| UMB Bank, n.a. | 0.00% | Reduce -3.0% | 482 | $33K |
| Quadrant Capital Group LLC | 0.00% | No change | 450 | $31K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 413 | $28K |
| Danske Bank A/S | 0.00% | New | 400 | $27K |
| Reston Wealth Management LLC | 0.01% | New | 387 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 380 | $26K |
| Trust Co. of Vermont | 0.00% | No change | 371 | $25K |
| Global Retirement Partners, LLC | 0.00% | Add +0.6% | 363 | $25K |
| City State Bank | 0.01% | No change | 350 | $24K |
| Jones Financial Companies LLLP | 0.00% | Add +75.1% | 331 | $23K |
| Fourpath Capital Management, LLC | 0.00% | New | 286 | $20K |
| Lindbrook Capital, LLC | 0.00% | No change | 273 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 261 | $18K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 229 | $16K |
| Ashton Thomas Securities, LLC | 0.00% | New | 228 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -12.8% | 217 | $15K |
| Quarry LP | 0.00% | New | 216 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 200 | $14K |
| NewEdge Advisors, LLC | 0.00% | No change | 198 | $14K |
| Arax Advisory Partners | 0.00% | No change | 155 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 147 | $10K |
| Bessemer Group Inc. | 0.00% | Add +127.3% | 125 | $9K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -2.3% | 128 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +25.5% | 123 | $8K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 106 | $7K |
| Salem Investment Counselors Inc. | 0.00% | New | 105 | $7K |
| Rothschild Investment LLC | 0.00% | Add +77.8% | 80 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 76 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $5K |
| Sterling Capital Management LLC | 0.00% | — | 71 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 59 | $4K |
| NBT Bank, N.A. | 0.00% | Add +1.8% | 58 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -50.0% | 56 | $4K |
| 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 | $3K |
| Geneos Wealth Management Inc. | 0.00% | New | 40 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 39 | $3K |
| Huntington National Bank | 0.00% | No change | 39 | $3K |
| Allworth Financial LP | 0.00% | No change | 31 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 29 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 25 | $2K |
| CVA Family Office, LLC | 0.00% | Add +80.0% | 18 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -88.2% | 14 | $960 |
| Earned Wealth Advisors, LLC | 0.00% | New | 11 | $754 |
| Abound Wealth Management | 0.00% | No change | 8 | $549 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $480 |
| Mendota Financial Group, LLC | 0.00% | New | 6 | $412 |
| AdvisorNet Financial, Inc | 0.00% | No change | 4 | $274 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $274 |
| Summit Securities Group LLC | 0.00% | New | 1 | $0 |
| Covestor Ltd | 0.00% | Reduce -25.0% | 3 | $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.