Moelis & Co. Class AMC
13F holders, Q4 2024 (December 31)351holders +18
47new positions
39sold out
8famous investors
$73.88avg. 13F price*
At the end of Q4 2024, 351 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, up 18 from Q3 2024. 47 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($621.0M), Vanguard Group Inc. ($601.9M) and Kayne Anderson Rudnick Investment Management LLC ($524.4M). 8 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Moelis & Co. Class A
- CUSIP
- 60786M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $98.9M |
| Exits | 39 | $75.9M |
All 13F filers, Q3 2024 → Q4 2024: 3,742,417 shares bought and 5,414,143 shares sold, net −1,671,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 351 holders
| BlackRock, Inc. | 0.01% | Add +0.2% | 8,405,993 | $621.0M |
| Vanguard Group Inc. | 0.01% | Add +1.2% | 8,147,315 | $601.9M |
| Kayne Anderson Rudnick Investment Management LLC | 1.21% | Reduce -1.9% | 7,097,345 | $524.4M |
| London Co. of Virginia | 1.48% | Reduce -0.7% | 3,668,831 | $271.1M |
| State Street Corp. | 0.01% | Add +4.6% | 2,858,839 | $211.2M |
| Wasatch Advisors LP | 0.96% | Reduce -7.6% | 2,632,536 | $194.5M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.5% | 2,165,231 | $160.0M |
| Timucuan Asset Management Inc. | 4.52% | Reduce -22.6% | 1,998,515 | $147.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -9.3% | 1,777,364 | $131.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.3% | 1,585,802 | $117.2M |
| Citadel Advisors | 0.09% | Add +18.0% | 1,304,881 | $96.4M |
| Madison Asset Management, LLC | 0.97% | Reduce -25.3% | 1,164,887 | $86.1M |
| Madison Investment Advisors, LLC | 0.97% | — | 1,164,887 | $86.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.4% | 1,152,899 | $85.2M |
| Wells Fargo & Company | 0.02% | Reduce -10.2% | 960,478 | $71.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.4% | 935,552 | $69.1M |
| Lord, Abbett & Co. LLC | 0.22% | Reduce -8.2% | 894,212 | $66.1M |
| HighTower Advisors, LLC | 0.09% | Reduce -2.3% | 875,868 | $64.7M |
| Northern Trust Corp. | 0.01% | Add +4.5% | 860,125 | $63.5M |
| Heard Capital LLC | 3.70% | Reduce -53.2% | 841,970 | $62.2M |
| Assenagon Asset Management S.A. | 0.10% | Add +7.5% | 768,945 | $56.8M |
| Balyasny Asset Management L.P. | 0.13% | Add +215.5% | 723,384 | $53.4M |
| Capital World Investors | 0.01% | No change | 719,000 | $53.1M |
| Norges Bank | 0.01% | Reduce -4.5% | 712,101 | $52.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -3.3% | 707,226 | $52.3M |
| Morgan Stanley | 0.00% | Reduce -13.9% | 667,324 | $49.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.9% | 651,190 | $48.1M |
| Bank of America Corp. | 0.00% | Add +14.3% | 616,604 | $45.6M |
| Natixis Advisors, LLC | 0.08% | Reduce -26.1% | 594,467 | $43.9M |
| Baron Capital (BAMCO) | 0.10% | No change | 527,186 | $38.9M |
| Royal Bank of Canada | 0.01% | Reduce -32.7% | 441,970 | $32.7M |
| Tributary Capital Management, LLC | 2.52% | Add +1.2% | 439,778 | $32.5M |
| Artisan Partners Limited Partnership | 0.05% | Reduce -15.3% | 429,338 | $31.7M |
| Emerald Advisers, LLC | 1.22% | Reduce -3.0% | 426,994 | $31.5M |
| Raymond James Financial Inc. | 0.01% | — | 377,028 | $27.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.5% | 352,868 | $26.1M |
| Invesco Ltd. | 0.00% | Add +22.6% | 345,245 | $25.5M |
| Principal Financial Group Inc. | 0.01% | Add +3.3% | 344,467 | $25.4M |
| Voya Investment Management LLC | 0.03% | Add +1.0% | 323,953 | $23.9M |
| UBS Group AG | 0.01% | Add +101.7% | 308,321 | $22.8M |
| Emerald Mutual Fund Advisers Trust | 1.35% | Reduce -16.5% | 301,224 | $22.3M |
| Axiom Investors LLC | 0.15% | Add +52.3% | 283,193 | $20.9M |
| Capital Research Global Investors | 0.00% | New | 280,460 | $20.7M |
| Sei Investments Co. | 0.03% | Reduce -3.1% | 275,669 | $20.4M |
| Cramer Rosenthal McGlynn LLC | 1.09% | Reduce -14.2% | 260,045 | $19.2M |
| Deutsche Bank AG | 0.01% | Add +38.0% | 255,444 | $18.9M |
| Fred Alger Management, LLC | 0.08% | New | 221,927 | $16.4M |
| Fisher Asset Management | 0.01% | Add +252.8% | 220,770 | $16.3M |
| Legal & General Group Plc | 0.00% | Add +1.2% | 196,197 | $14.5M |
| Rhumbline Advisers | 0.01% | Add +1.0% | 195,814 | $14.5M |
| Stifel Financial Corp. | 0.01% | Reduce -20.0% | 193,422 | $14.3M |
| Capital Management Corp. | 2.40% | Add +0.3% | 181,088 | $13.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.6% | 177,507 | $13.1M |
| Public Sector Pension Investment Board | 0.05% | Add +17.8% | 175,843 | $13.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +21.1% | 175,795 | $13.0M |
| Winslow Asset Management Inc. | 2.53% | Reduce -1.8% | 171,949 | $12.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +71.4% | 168,000 | $12.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +7.4% | 154,342 | $11.4M |
| Renaissance Technologies | 0.02% | Add +75.1% | 146,444 | $10.8M |
| Barclays PLC | 0.01% | Add +1.3% | 143,951 | $10.6M |
| Swiss National Bank | 0.01% | Add +0.7% | 138,400 | $10.2M |
| HSBC Holdings PLC | 0.01% | Reduce -10.4% | 134,884 | $10.1M |
| FMR LLC | 0.00% | Add +6.3% | 134,127 | $9.9M |
| Hodges Capital Management Inc. | 0.55% | New | 123,840 | $9.1M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -2.1% | 118,251 | $8.7M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Add +16.2% | 118,223 | $8.7M |
| Tudor Investment Corporation | 0.09% | New | 117,952 | $8.7M |
| Millennium Management | 0.01% | Reduce -52.6% | 113,187 | $8.4M |
| Pier Capital, LLC | 1.14% | Reduce -9.4% | 107,741 | $8.0M |
| Citigroup Inc. | 0.01% | Add +13.9% | 99,318 | $7.3M |
| Regions Financial Corp. | 0.05% | Reduce -3.8% | 97,528 | $7.2M |
| Algert Global LLC | 0.16% | New | 91,610 | $6.8M |
| Jennison Associates LLC | 0.00% | Reduce -1.3% | 87,109 | $6.4M |
| Royce & Associates LP | 0.06% | Reduce -22.8% | 86,810 | $6.4M |
| Alliancebernstein L.P. | 0.00% | Add +0.6% | 86,005 | $6.4M |
| Victory Capital Management Inc. | 0.01% | Add +0.8% | 85,865 | $6.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.8% | 81,534 | $6.0M |
| Palisades Investment Partners, LLC | 2.39% | Add +9.3% | 76,526 | $5.7M |
| D. E. Shaw & Co. | 0.01% | Add +31.6% | 75,886 | $5.6M |
| Weiss Asset Management LP | 0.17% | Add +363.3% | 73,977 | $5.5M |
| EFG Asset Management (North America) Corp. | 0.73% | Add +172.4% | 72,599 | $5.4M |
| Prudential Financial Inc. | 0.01% | Reduce -3.4% | 71,687 | $5.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 66,777 | $4.9M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 65,827 | $4.9M |
| Trexquant Investment LP | 0.05% | New | 62,475 | $4.6M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -20.5% | 60,687 | $4.5M |
| Cinctive Capital Management LP | 0.24% | Add +303.9% | 60,457 | $4.5M |
| Blue Zone Wealth Advisors, LLC | 1.25% | Reduce -0.0% | 58,786 | $4.3M |
| LPL Financial LLC | 0.00% | Add +14.3% | 57,774 | $4.3M |
| Diversify Wealth Management, LLC | 0.33% | Add +98.2% | 58,976 | $4.2M |
| Man Group plc | 0.01% | Add +99.0% | 56,959 | $4.2M |
| Richard Bernstein Advisors LLC | 0.10% | No change | 56,774 | $4.2M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +1.7% | 55,409 | $4.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -1.4% | 55,014 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.3% | 54,560 | $4.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -27.1% | 52,147 | $3.9M |
| New York State Common Retirement Fund | 0.01% | No change | 51,864 | $3.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.6% | 51,681 | $3.8M |
| PARK CIRCLE Co | 3.37% | No change | 50,176 | $3.7M |
| NewEdge Wealth, LLC | 0.06% | Reduce -15.1% | 49,741 | $3.7M |
| Comerica Bank | 0.01% | Add +0.7% | 48,417 | $3.6M |
| Prana Capital Management, LP | 0.17% | New | 48,201 | $3.6M |
| Neuberger Berman Group LLC | 0.00% | Add +0.1% | 47,498 | $3.5M |
| First National Bank of Omaha | 0.21% | Reduce -2.0% | 43,442 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.1% | 42,628 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Add +7.2% | 42,623 | $3.1M |
| &partners | 0.04% | Add +227.0% | 41,836 | $3.1M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -17.1% | 41,528 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.1% | 40,241 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -0.1% | 40,116 | $3.0M |
| Two Sigma Advisers, LP | 0.01% | Add +63.6% | 39,600 | $2.9M |
| Allianz Asset Management GmbH | 0.00% | Add +5.6% | 39,348 | $2.9M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -7.4% | 39,230 | $2.9M |
| Clough Capital Partners L P | 0.33% | New | 38,950 | $2.9M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -0.3% | 38,769 | $2.9M |
| Eagle Rock Investment Company, LLC | 0.47% | Reduce -0.1% | 38,580 | $2.9M |
| AQR Capital Management | 0.00% | New | 38,304 | $2.8M |
| Edgestream Partners, L.P. | 0.12% | New | 37,683 | $2.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 37,626 | $2.8M |
| Salvus Wealth Management, LLC | 1.72% | Reduce -23.2% | 36,559 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.2% | 36,473 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -6.5% | 35,570 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -6.5% | 35,570 | $2.6M |
| Walleye Capital LLC | 0.03% | Add +3003.0% | 35,343 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.3% | 34,100 | $2.5M |
| Verdence Capital Advisors LLC | 0.20% | Reduce -0.3% | 33,562 | $2.5M |
| Hilton Capital Management, LLC | 0.21% | Add +42.5% | 33,357 | $2.5M |
| Janus Henderson Group PLC | 0.00% | No change | 33,326 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +206.5% | 32,055 | $2.4M |
| Empowered Funds, LLC | 0.03% | Add +2.0% | 31,136 | $2.3M |
| Jump Financial, LLC | 0.05% | New | 30,822 | $2.3M |
| M&T Bank Corp | 0.01% | Reduce -2.8% | 30,459 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 29,349 | $2.2M |
| Strata Wealth Advisors, LLC | 0.66% | Reduce -0.3% | 28,626 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +2.3% | 27,881 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.5% | 27,289 | $2.0M |
| Tidal Investments LLC | 0.02% | Add +41.7% | 26,671 | $2.0M |
| Intech Investment Management LLC | 0.02% | Add +31.0% | 25,418 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 25,414 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -0.7% | 25,024 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | New | 24,842 | $1.8M |
| Maryland State Retirement & Pension System | 0.04% | Add +0.0% | 23,771 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.0% | 22,942 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,895 | $1.7M |
| Quantbot Technologies LP | 0.06% | Add +262.8% | 22,865 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -38.1% | 22,271 | $1.6M |
| Aquatic Capital Management LLC | 0.04% | Reduce -5.0% | 21,661 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 21,500 | $1.6M |
| ProShare Advisors LLC | 0.00% | Add +44.5% | 21,298 | $1.6M |
| Gabelli Funds LLC | 0.01% | Reduce -14.1% | 20,650 | $1.5M |
| Amalgamated Bank | 0.01% | Add +0.1% | 20,648 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 20,420 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Add +62.8% | 19,960 | $1.5M |
| Callan Family Office, LLC | 0.09% | Add +549.7% | 19,808 | $1.5M |
| Townsquare Capital LLC | 0.02% | Reduce -17.3% | 19,521 | $1.4M |
| Canada Pension Plan Investment Board | 0.00% | New | 19,500 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,033 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +22.1% | 18,927 | $1.4M |
| Harbor Capital Advisors, Inc. | 0.06% | Reduce -9.9% | 18,900 | $1.4M |
| Trust Point Inc. | 0.09% | Reduce -6.2% | 17,801 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.8% | 17,702 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.1% | 17,311 | $1.3M |
| New York State Teachers Retirement System | 0.00% | No change | 17,200 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.4% | 16,615 | $1.2M |
| Campbell Newman Asset Management Inc. | 0.10% | Reduce -0.3% | 15,998 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Add +35.7% | 15,951 | $1.2M |
| STRS Ohio | 0.00% | Add +163.3% | 15,800 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -18.3% | 15,765 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 15,431 | $1.1M |
| New England Research & Management, Inc. | 0.57% | New | 15,225 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.2% | 15,069 | $1.1M |
| Harbor Advisors LLC | 0.17% | No change | 14,800 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -59.1% | 15,278 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 14,700 | $1.1M |
| Integrated Quantitative Investments LLC | 0.53% | — | 14,500 | $1.1M |
| SkyView Investment Advisors, LLC | 0.17% | Add +2.0% | 14,448 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.8% | 14,244 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | New | 14,039 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.6% | 13,901 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Add +7.5% | 13,167 | $973K |
| Cerity Partners LLC | 0.00% | Reduce -2.0% | 13,562 | $958K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.6% | 12,139 | $944K |
| First Hawaiian Bank | 0.03% | No change | 12,626 | $933K |
| OmniStar Financial Group, Inc. | 0.72% | Reduce -4.2% | 12,116 | $896K |
| Nebula Research & Development LLC | 0.10% | New | 11,799 | $872K |
| Quantum Private Wealth, LLC | 0.28% | No change | 11,752 | $868K |
| Impact Capital Partners LLC | 0.29% | — | 11,097 | $820K |
| AMG National Trust Bank | 0.02% | Reduce -33.2% | 10,876 | $807K |
| State of Wisconsin Investment Board | 0.00% | Reduce -11.3% | 10,654 | $787K |
| US Bancorp \de | 0.00% | Reduce -2.7% | 10,437 | $771K |
| State of Wyoming | 0.10% | Add +526.1% | 10,437 | $771K |
| Osaic Holdings, Inc. | 0.00% | Add +163.7% | 10,435 | $771K |
| Naples Global Advisors, LLC | 0.07% | No change | 10,171 | $751K |
| Cornerstone Investment Partners, LLC | 0.04% | Reduce -10.3% | 10,154 | $750K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.9% | 9,903 | $732K |
| Fieldview Capital Management, LLC | 0.11% | — | 9,840 | $727K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.0% | 9,744 | $720K |
| Pitcairn Co. | 0.04% | Add +2.7% | 9,687 | $716K |
| Argent Trust Co | 0.03% | Add +29.2% | 9,589 | $708K |
| Susquehanna Fundamental Investments, LLC | 0.01% | — | 8,969 | $663K |
| Bank of Montreal | 0.00% | Add +13.9% | 8,752 | $647K |
| Wesbanco Bank Inc. | 0.02% | Reduce -11.2% | 8,709 | $643K |
| Curated Wealth Partners LLC | 0.07% | Reduce -0.1% | 8,602 | $636K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.5% | 8,424 | $622K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.4% | 8,404 | $621K |
| Peak Financial Advisors LLC | 0.32% | Reduce -1.6% | 8,363 | $618K |
| Mariner, LLC | 0.00% | Add +0.8% | 8,173 | $604K |
| Captrust Financial Advisors | 0.00% | Add +46.0% | 7,966 | $589K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,648 | $565K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.3% | 7,394 | $546K |
| Jane Street Group, LLC | 0.00% | Reduce -91.7% | 7,334 | $542K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.5% | 6,979 | $516K |
| Franklin Resources Inc. | 0.00% | Add +75.6% | 6,872 | $508K |
| Dark Forest Capital Management LP | 0.07% | New | 6,871 | $508K |
| MML Investors Services, LLC | 0.00% | Reduce -11.1% | 6,828 | $504K |
| O'ROURKE & COMPANY, Inc | 0.25% | Add +5.0% | 6,812 | $503K |
| Praxis Investment Management Inc. | 0.03% | Reduce -28.2% | 6,780 | $501K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.1% | 6,766 | $500K |
| Cibc World Markets Corp. | 0.00% | New | 6,613 | $489K |
| Truist Financial Corp. | 0.00% | Reduce -5.9% | 6,376 | $471K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -3.5% | 6,315 | $467K |
| Cetera Investment Advisers | 0.00% | Add +9.5% | 6,290 | $465K |
| Kolinsky Wealth Management, LLC | 0.27% | No change | 6,052 | $447K |
| Fulton Bank, N.A. | 0.02% | Add +100.4% | 6,043 | $446K |
| Riverview Capital Advisers, LLC | 0.13% | No change | 5,980 | $442K |
| Creative Planning | 0.00% | Add +2.7% | 5,958 | $440K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.9% | 5,939 | $439K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -93.4% | 5,696 | $421K |
| Teza Capital Management LLC | 0.06% | Reduce -1.2% | 5,664 | $418K |
| Entropy Technologies, LP | 0.04% | New | 5,575 | $412K |
| Corient Private Wealth LP | 0.00% | Add +14.2% | 5,569 | $411K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 5,187 | $383K |
| Xponance LLC | 0.00% | Add +9.5% | 5,079 | $375K |
| Verition Fund Management LLC | 0.00% | Reduce -56.7% | 4,923 | $364K |
| Fox Run Management, L.L.C. | 0.07% | New | 4,895 | $362K |
| Choreo, LLC | 0.01% | Add +4.0% | 4,831 | $358K |
| Equitable Holdings, Inc. | 0.00% | No change | 4,600 | $340K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,530 | $335K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 4,492 | $332K |
| Heritage Family Offices, LLP | 0.16% | Add +5.0% | 4,464 | $330K |
| CIBC Asset Management Inc | 0.00% | Add +8.0% | 4,405 | $325K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.8% | 4,367 | $323K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.4% | 4,162 | $307K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +117.6% | 4,015 | $297K |
| Profund Advisors LLC | 0.01% | Add +7.4% | 3,937 | $291K |
| XTX Topco Ltd | 0.02% | Reduce -72.1% | 3,834 | $283K |
| Petros Family Wealth, LLC | 0.31% | — | 3,830 | $283K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +8.8% | 3,717 | $275K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -11.6% | 3,573 | $264K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -45.2% | 3,531 | $261K |
| AE Wealth Management LLC | 0.00% | New | 3,520 | $260K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -2.1% | 3,468 | $256K |
| Dakota Wealth Management | 0.01% | New | 3,459 | $256K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -51.1% | 3,313 | $245K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,270 | $242K |
| Trajan Wealth LLC | 0.01% | Reduce -9.9% | 3,132 | $231K |
| Vident Advisory, LLC | 0.00% | Reduce -5.8% | 3,099 | $229K |
| Glenmede Trust Co. NA | 0.00% | New | 3,045 | $225K |
| KBC Group NV | 0.00% | Add +46.8% | 3,035 | $224K |
| Princeton Capital Management LLC | 0.07% | New | 3,000 | $222K |
| DGS Capital Management, LLC | 0.05% | No change | 2,945 | $218K |
| Commonwealth Equity Services, LLC | 0.00% | New | 2,837 | $210K |
| Portside Wealth Group, LLC | 0.03% | New | 2,834 | $209K |
| Juncture Wealth Strategies, LLC | 0.08% | New | 2,800 | $207K |
| Quantinno Capital Management LP | 0.00% | New | 2,793 | $206K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,757 | $204K |
| Shelton Capital Management | 0.01% | Reduce -8.5% | 2,747 | $203K |
| Cwm, LLC | 0.00% | Add +5.8% | 2,536 | $187K |
| Walleye Trading LLC | 0.00% | Add +18.7% | 2,009 | $148K |
| Kestra Investment Management, LLC | 0.01% | New | 1,971 | $146K |
| Harvest Fund Management Co., Ltd | 0.01% | No change | 1,895 | $140K |
| HM Payson & Co. | 0.00% | No change | 1,573 | $116K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.1% | 1,373 | $101K |
| GAMMA Investing LLC | 0.01% | Add +18.1% | 1,175 | $87K |
| Signaturefd, LLC | 0.00% | Reduce -2.4% | 1,171 | $87K |
| Private Trust Co. NA | 0.01% | Add +4.3% | 1,106 | $82K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,099 | $81K |
| IFP Advisors, Inc | 0.00% | Add +2.0% | 1,084 | $80K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.9% | 1,030 | $76K |
| Smartleaf Asset Management LLC | 0.01% | Add +368.2% | 1,016 | $75K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -96.5% | 1,006 | $74K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -9.1% | 999 | $74K |
| CI Investments Inc. | 0.00% | New | 929 | $69K |
| Bayforest Capital Ltd | 0.08% | — | 854 | $63K |
| AlphaQuest LLC | 0.01% | New | 829 | $61K |
| Jones Financial Companies LLLP | 0.00% | Add +148.3% | 822 | $61K |
| MAI Capital Management | 0.00% | New | 800 | $59K |
| Eagle Bay Advisors LLC | 0.04% | No change | 770 | $57K |
| Colonial Trust Co / SC | 0.01% | Reduce -4.6% | 741 | $55K |
| R Squared Ltd | 0.05% | — | 630 | $47K |
| Avior Wealth Management, LLC | 0.00% | Reduce -27.6% | 582 | $43K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -29.9% | 509 | $38K |
| Clearstead Advisors, LLC | 0.00% | Reduce -16.3% | 505 | $37K |
| Quadrant Capital Group LLC | 0.00% | Add +7.8% | 485 | $36K |
| UMB Bank, n.a. | 0.00% | No change | 482 | $36K |
| Headlands Technologies LLC | 0.00% | New | 419 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | Add +52.5% | 398 | $30K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 380 | $28K |
| Trust Co. of Vermont | 0.00% | No change | 371 | $27K |
| City State Bank | 0.01% | No change | 350 | $26K |
| Fifth Third Bancorp | 0.00% | Reduce -61.3% | 313 | $23K |
| Lindbrook Capital, LLC | 0.00% | No change | 273 | $20K |
| Global Retirement Partners, LLC | 0.00% | Reduce -28.9% | 258 | $19K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 231 | $17K |
| Bessemer Group Inc. | 0.00% | Add +68.8% | 211 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 200 | $15K |
| Blue Trust, Inc. | 0.00% | Reduce -81.2% | 203 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 198 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +54.5% | 190 | $14K |
| Arax Advisory Partners | 0.00% | Add +19.4% | 185 | $14K |
| SBI Securities Co., Ltd. | 0.00% | — | 177 | $13K |
| Private Wealth Management Group, LLC | 0.00% | No change | 147 | $11K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 128 | $10K |
| WPG Advisers, LLC | 0.01% | — | 133 | $10K |
| Salem Investment Counselors Inc. | 0.00% | No change | 105 | $8K |
| Danske Bank A/S | 0.00% | Reduce -75.0% | 100 | $7K |
| Rothschild Investment LLC | 0.00% | Add +12.5% | 90 | $7K |
| Exchange Traded Concepts, LLC | 0.00% | New | 81 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Add +95.0% | 78 | $6K |
| Principal Securities, Inc. | 0.00% | No change | 76 | $6K |
| Sterling Capital Management LLC | 0.00% | Add +2.8% | 73 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $5K |
| High Note Wealth, LLC | 0.00% | New | 69 | $5K |
| Key Financial Inc | 0.00% | New | 59 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 59 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 58 | $4K |
| Human Investing LLC | 0.00% | New | 54 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 44 | $3K |
| Truvestments Capital LLC | 0.00% | New | 41 | $3K |
| Park Square Financial Group, LLC | 0.00% | — | 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% | No change | 25 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 18 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 14 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $518 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $370 |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 5 | $369 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $296 |
| Abound Wealth Management | 0.00% | Reduce -62.5% | 3 | $222 |
| True Wealth Design, LLC | 0.00% | New | 3 | $222 |
| Assetmark, Inc. | 0.00% | New | 2 | $148 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $74 |
| Capital A Wealth Management, LLC | 0.00% | — | 1 | $74 |
| Brooklyn Investment Group | 0.00% | New | 1 | $74 |
| Covestor Ltd | 0.00% | No change | 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.