Moelis & Co. Class AMC
13F holders, Q1 2025 (March 31)379holders +28
70new positions
41sold out
10famous investors
$58.35avg. 13F price*
At the end of Q1 2025, 379 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, up 28 from Q4 2024. 70 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($490.0M), Vanguard Group Inc. ($484.7M) and Kayne Anderson Rudnick Investment Management LLC ($403.9M). 10 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $74.8M |
| Exits | 41 | $103.4M |
All 13F filers, Q4 2024 → Q1 2025: 8,966,766 shares bought and 4,769,125 shares sold, net +4,197,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 379 holders
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 8,395,800 | $490.0M |
| Vanguard Group Inc. | 0.01% | Add +1.9% | 8,305,688 | $484.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.99% | Reduce -2.5% | 6,920,207 | $403.9M |
| London Co. of Virginia | 1.18% | Reduce -3.4% | 3,543,210 | $206.8M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +214.5% | 2,942,299 | $171.7M |
| State Street Corp. | 0.01% | Reduce -3.0% | 2,773,194 | $161.8M |
| Wasatch Advisors LP | 0.89% | Add +3.8% | 2,733,324 | $159.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +32.6% | 2,356,893 | $137.5M |
| Ameriprise Financial Inc. | 0.04% | Add +4.4% | 2,260,345 | $131.9M |
| Geode Capital Management, LLC | 0.01% | Add +2.7% | 1,628,724 | $95.1M |
| Timucuan Asset Management Inc. | 2.57% | Reduce -29.1% | 1,417,062 | $82.7M |
| JPMorgan Chase & Co. | 0.01% | Add +10.4% | 1,272,645 | $74.3M |
| Madison Asset Management, LLC | 0.82% | Add +8.5% | 1,264,200 | $73.8M |
| Citadel Advisors | 0.06% | Reduce -15.5% | 1,102,287 | $64.3M |
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 959,906 | $56.0M |
| HighTower Advisors, LLC | 0.08% | Add +9.5% | 958,902 | $56.0M |
| Heard Capital LLC | 3.21% | Add +9.9% | 925,240 | $54.0M |
| Northern Trust Corp. | 0.01% | Reduce -0.1% | 858,968 | $50.1M |
| Capital World Investors | 0.01% | No change | 719,000 | $42.0M |
| Morgan Stanley | 0.00% | Add +1.9% | 679,718 | $39.7M |
| Lord, Abbett & Co. LLC | 0.14% | Reduce -27.9% | 644,943 | $37.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -8.9% | 644,580 | $37.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.8% | 639,573 | $37.3M |
| Natixis Advisors, LLC | 0.07% | Add +3.5% | 615,169 | $35.9M |
| Bank of America Corp. | 0.00% | Reduce -5.9% | 580,341 | $33.9M |
| Norges Bank | 0.00% | Reduce -20.6% | 565,235 | $33.0M |
| Baron Capital (BAMCO) | 0.09% | No change | 527,186 | $30.8M |
| UBS Group AG | 0.01% | Add +64.1% | 506,081 | $29.5M |
| Renaissance Technologies | 0.04% | Add +236.9% | 493,364 | $28.8M |
| Jennison Associates LLC | 0.02% | Add +457.1% | 485,238 | $28.3M |
| Millennium Management | 0.03% | Add +311.4% | 465,677 | $27.2M |
| Royal Bank of Canada | 0.01% | Add +5.1% | 464,633 | $27.1M |
| Qube Research & Technologies Ltd | 0.04% | Add +744.2% | 440,231 | $25.7M |
| Artisan Partners Limited Partnership | 0.04% | Add +0.6% | 432,060 | $25.2M |
| Emerald Advisers, LLC | 1.12% | Reduce -0.1% | 426,466 | $24.9M |
| Tributary Capital Management, LLC | 2.17% | Reduce -3.2% | 425,782 | $24.8M |
| Raymond James Financial Inc. | 0.01% | Add +12.9% | 425,732 | $24.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.4% | 357,789 | $20.9M |
| Fisher Asset Management | 0.01% | Add +60.1% | 353,469 | $20.6M |
| Principal Financial Group Inc. | 0.01% | Add +2.3% | 352,466 | $20.6M |
| Voya Investment Management LLC | 0.03% | Add +5.9% | 343,099 | $20.0M |
| Nuveen, LLC | 0.01% | — | 335,185 | $19.6M |
| Invesco Ltd. | 0.00% | Reduce -7.3% | 320,103 | $18.7M |
| Emerald Mutual Fund Advisers Trust | 1.29% | No change | 301,224 | $17.6M |
| Tudor Investment Corporation | 0.15% | Add +150.9% | 295,915 | $17.3M |
| Deutsche Bank AG | 0.01% | Add +14.9% | 293,408 | $17.1M |
| Sei Investments Co. | 0.02% | Add +5.3% | 290,247 | $16.9M |
| Jane Street Group, LLC | 0.03% | Add +3830.0% | 288,229 | $16.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +64.3% | 253,658 | $14.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +47.0% | 247,000 | $14.4M |
| Public Sector Pension Investment Board | 0.06% | Add +27.3% | 223,818 | $13.1M |
| Capital Management Corp. | 2.12% | Add +15.8% | 209,653 | $12.2M |
| Jacobs Levy Equity Management, Inc. | 0.05% | Add +72.5% | 203,968 | $11.9M |
| AQR Capital Management | 0.01% | Add +405.1% | 193,466 | $11.3M |
| Rhumbline Advisers | 0.01% | Reduce -1.3% | 193,270 | $11.3M |
| Legal & General Group Plc | 0.00% | Reduce -2.1% | 192,020 | $11.2M |
| Voloridge Investment Management, LLC | 0.04% | New | 187,976 | $11.0M |
| Cubist Systematic Strategies, LLC | 0.14% | New | 182,826 | $10.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.7% | 169,277 | $9.9M |
| Winslow Asset Management Inc. | 2.18% | Reduce -1.7% | 168,962 | $9.9M |
| Trexquant Investment LP | 0.11% | Add +158.9% | 161,749 | $9.4M |
| Pier Capital, LLC | 1.54% | Add +46.4% | 157,679 | $9.2M |
| Axiom Investors LLC | 0.08% | Reduce -47.7% | 148,130 | $8.6M |
| FMR LLC | 0.00% | Add +9.8% | 147,262 | $8.6M |
| Man Group plc | 0.03% | Add +148.3% | 141,440 | $8.3M |
| Stifel Financial Corp. | 0.01% | Reduce -27.1% | 140,920 | $8.2M |
| Swiss National Bank | 0.01% | Reduce -1.2% | 136,800 | $8.0M |
| Barclays PLC | 0.00% | Reduce -7.6% | 133,027 | $7.8M |
| Citigroup Inc. | 0.01% | Add +28.1% | 127,213 | $7.4M |
| Point72 Asset Management | 0.02% | New | 126,688 | $7.4M |
| Edgestream Partners, L.P. | 0.25% | Add +235.0% | 126,226 | $7.4M |
| D. E. Shaw & Co. | 0.01% | Add +53.3% | 116,342 | $6.8M |
| Cramer Rosenthal McGlynn LLC | 0.48% | Reduce -55.8% | 114,898 | $6.7M |
| ExodusPoint Capital Management, LP | 0.09% | Add +1873.8% | 112,425 | $6.6M |
| Teacher Retirement System of Texas | 0.03% | Add +346.5% | 110,909 | $6.5M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -12.8% | 103,051 | $6.0M |
| Engineers Gate Manager LP | 0.10% | New | 99,640 | $5.8M |
| Prudential Financial Inc. | 0.01% | Add +35.2% | 96,947 | $5.7M |
| Regions Financial Corp. | 0.04% | Reduce -0.8% | 96,763 | $5.6M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +73.8% | 96,316 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Add +174.3% | 87,923 | $5.1M |
| Aquatic Capital Management LLC | 0.13% | Add +296.6% | 85,907 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.8% | 85,345 | $5.0M |
| Royce & Associates LP | 0.05% | Reduce -7.1% | 80,609 | $4.7M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -89.6% | 79,764 | $4.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -7.5% | 79,427 | $4.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +17.8% | 78,632 | $4.6M |
| Palisades Investment Partners, LLC | 2.25% | Add +0.3% | 76,730 | $4.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.0% | 76,651 | $4.5M |
| EFG Asset Management (North America) Corp. | 0.70% | Reduce -0.6% | 72,187 | $4.2M |
| Los Angeles Capital Management LLC | 0.02% | Add +446.8% | 71,993 | $4.2M |
| Diversify Wealth Management, LLC | 0.30% | Add +29.4% | 76,298 | $4.1M |
| California State Teachers Retirement System | 0.01% | Add +4.7% | 68,946 | $4.0M |
| Canada Pension Plan Investment Board | 0.00% | Add +250.8% | 68,400 | $4.0M |
| Blue Zone Wealth Advisors, LLC | 1.08% | Add +13.8% | 66,893 | $3.9M |
| Fred Alger Management, LLC | 0.02% | Reduce -70.1% | 66,402 | $3.9M |
| Algert Global LLC | 0.09% | Reduce -30.2% | 63,940 | $3.7M |
| LPL Financial LLC | 0.00% | Add +7.1% | 61,888 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -0.7% | 60,273 | $3.5M |
| Jump Financial, LLC | 0.05% | Add +94.3% | 59,881 | $3.5M |
| New York State Common Retirement Fund | 0.01% | Add +12.2% | 58,185 | $3.4M |
| Two Sigma Advisers, LP | 0.01% | Add +44.2% | 57,100 | $3.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | New | 57,523 | $3.3M |
| Richard Bernstein Advisors LLC | 0.08% | Reduce -3.2% | 54,971 | $3.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.4% | 52,432 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.0% | 51,848 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | Add +6.0% | 50,366 | $2.9M |
| PARK CIRCLE Co | 2.61% | No change | 50,176 | $2.9M |
| Ensign Peak Advisors, Inc | 0.01% | Add +117.2% | 49,727 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.3% | 48,733 | $2.8M |
| NewEdge Wealth, LLC | 0.05% | Reduce -3.8% | 47,840 | $2.8M |
| Comerica Bank | 0.01% | Reduce -2.5% | 47,200 | $2.8M |
| Campbell & CO Investment Adviser LLC | 0.20% | New | 45,688 | $2.7M |
| &partners | 0.03% | Add +9.6% | 45,835 | $2.7M |
| First National Bank of Omaha | 0.18% | Add +2.0% | 44,304 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +4.9% | 43,547 | $2.5M |
| Nicholas Investment Partners, LP | 0.29% | New | 43,101 | $2.5M |
| Empowered Funds, LLC | 0.04% | Add +37.5% | 42,828 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.6% | 42,080 | $2.5M |
| Illinois Municipal Retirement Fund | 0.04% | Add +7.7% | 41,743 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +15.6% | 41,133 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +15.6% | 41,133 | $2.4M |
| Intech Investment Management LLC | 0.02% | Add +61.5% | 41,063 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.0% | 40,928 | $2.4M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.5% | 39,112 | $2.3M |
| Nebula Research & Development LLC | 0.21% | Add +228.0% | 38,701 | $2.3M |
| Verdence Capital Advisors LLC | 0.17% | Add +15.2% | 38,675 | $2.3M |
| Eagle Rock Investment Company, LLC | 0.39% | No change | 38,580 | $2.3M |
| Lighthouse Investment Partners, LLC | 0.10% | New | 37,681 | $2.2M |
| Hilton Capital Management, LLC | 0.19% | Add +12.8% | 37,619 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +2.0% | 37,219 | $2.2M |
| Zacks Investment Management | 0.02% | New | 37,070 | $2.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 36,903 | $2.2M |
| HSBC Holdings PLC | 0.00% | Reduce -72.6% | 36,933 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -7.0% | 36,504 | $2.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -12.7% | 34,349 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.6% | 33,200 | $1.9M |
| Federated Hermes, Inc. | 0.00% | New | 32,423 | $1.9M |
| AlphaQuest LLC | 0.20% | Add +3768.6% | 32,071 | $1.9M |
| Quantbot Technologies LP | 0.06% | Add +34.8% | 30,825 | $1.8M |
| Two Sigma Investments, LP | 0.00% | New | 30,495 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.8% | 30,726 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Add +89.9% | 29,934 | $1.7M |
| Bayforest Capital Ltd | 0.76% | Add +3395.4% | 29,851 | $1.7M |
| Tidal Investments LLC | 0.01% | Add +7.6% | 28,687 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -6.9% | 28,360 | $1.7M |
| Strata Wealth Advisors, LLC | 0.51% | Reduce -1.8% | 28,118 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | Add +39.1% | 27,761 | $1.6M |
| Salvus Wealth Management, LLC | 1.02% | Reduce -24.1% | 27,748 | $1.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -6.4% | 27,475 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +57.2% | 27,208 | $1.6M |
| Verition Fund Management LLC | 0.01% | Add +450.8% | 27,117 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.0% | 26,735 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Reduce -10.9% | 24,848 | $1.5M |
| Versor Investments LP | 0.23% | New | 24,539 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -2.5% | 24,399 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | New | 24,384 | $1.4M |
| Magnetar Financial LLC | 0.02% | New | 23,631 | $1.4M |
| Cinctive Capital Management LP | 0.10% | Reduce -63.3% | 22,217 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.2% | 21,791 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 21,500 | $1.3M |
| Centiva Capital, LP | 0.07% | New | 20,826 | $1.2M |
| Gabelli Funds LLC | 0.01% | No change | 20,650 | $1.2M |
| Townsquare Capital LLC | 0.01% | Add +5.5% | 20,602 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -13.4% | 20,588 | $1.2M |
| Entropy Technologies, LP | 0.12% | Add +267.8% | 20,505 | $1.2M |
| Greenwood Capital Associates LLC | 0.16% | New | 20,462 | $1.2M |
| STRS Ohio | 0.01% | Add +29.1% | 20,400 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -0.8% | 20,248 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -2.5% | 20,122 | $1.2M |
| Fieldview Capital Management, LLC | 0.17% | Add +103.2% | 19,999 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.36% | New | 19,669 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,033 | $1.1M |
| SG Americas Securities, LLC | 0.00% | New | 18,603 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +4.0% | 18,412 | $1.1M |
| Diversify Advisory Services, LLC | 0.07% | Add +30.9% | 20,002 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -3.6% | 18,252 | $1.1M |
| Aster Capital Management (DIFC) Ltd | 0.19% | New | 14,724 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +26.2% | 17,111 | $999K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.1% | 16,892 | $986K |
| BNP Paribas Financial Markets | 0.00% | Reduce -26.8% | 16,793 | $980K |
| Ieq Capital, LLC | 0.01% | New | 16,707 | $975K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 16,642 | $971K |
| New York State Teachers Retirement System | 0.00% | Reduce -4.1% | 16,500 | $963K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.8% | 16,155 | $943K |
| Handelsbanken Fonder AB | 0.00% | No change | 15,951 | $931K |
| Campbell Newman Asset Management Inc. | 0.08% | Reduce -0.3% | 15,943 | $930K |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 15,682 | $915K |
| Marshall Wace, LLP | 0.00% | New | 15,543 | $907K |
| SkyView Investment Advisors, LLC | 0.14% | Add +7.1% | 15,472 | $903K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 15,431 | $901K |
| New England Research & Management, Inc. | 0.45% | Reduce -0.7% | 15,125 | $883K |
| Harbor Advisors LLC | 0.15% | No change | 14,800 | $864K |
| State of Wyoming | 0.11% | Add +39.9% | 14,600 | $852K |
| Integrated Quantitative Investments LLC | 0.42% | No change | 14,500 | $846K |
| OneDigital Investment Advisors LLC | 0.01% | Add +4.2% | 14,482 | $845K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 14,415 | $841K |
| State of Wisconsin Investment Board | 0.00% | Add +33.1% | 14,182 | $828K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +44.6% | 14,090 | $822K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -5.4% | 13,900 | $811K |
| Scientech Research LLC | 0.21% | New | 13,875 | $810K |
| XTX Topco Ltd | 0.04% | Add +241.1% | 13,078 | $763K |
| Argent Trust Co | 0.03% | Add +35.5% | 12,997 | $759K |
| Elo Mutual Pension Insurance Co | 0.02% | New | 12,430 | $725K |
| Impact Capital Partners LLC | 0.26% | Add +10.4% | 12,257 | $715K |
| Mercer Global Advisors Inc. | 0.00% | Add +166.0% | 12,051 | $703K |
| Invst, LLC | 0.09% | New | 11,792 | $688K |
| Quantum Private Wealth, LLC | 0.26% | No change | 11,752 | $686K |
| Squarepoint Ops LLC | 0.00% | New | 11,623 | $678K |
| Banque Pictet & Cie SA | 0.01% | New | 11,524 | $673K |
| Trust Point Inc. | 0.06% | Reduce -35.3% | 11,519 | $672K |
| Bank of Montreal | 0.00% | Add +29.6% | 11,347 | $662K |
| Gsa Capital Partners LLP | 0.06% | New | 11,278 | $658K |
| Osaic Holdings, Inc. | 0.00% | Add +6.5% | 11,112 | $649K |
| Virtus Advisers, LLC | 0.42% | New | 10,900 | $636K |
| US Bancorp \de | 0.00% | Add +3.9% | 10,847 | $633K |
| Pictet Asset Management Holding SA | 0.00% | Add +4.9% | 10,384 | $606K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +1.2% | 10,272 | $599K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -15.4% | 10,264 | $599K |
| Mariner, LLC | 0.00% | Add +20.7% | 9,868 | $576K |
| Pitcairn Co. | 0.03% | Add +1.1% | 9,798 | $572K |
| Naples Global Advisors, LLC | 0.05% | Reduce -4.9% | 9,671 | $564K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 9,300 | $543K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +32.6% | 9,255 | $540K |
| Curated Wealth Partners LLC | 0.07% | Add +3.5% | 8,906 | $520K |
| Captrust Financial Advisors | 0.00% | Add +9.4% | 8,718 | $509K |
| Wesbanco Bank Inc. | 0.02% | No change | 8,709 | $508K |
| Peak Financial Advisors LLC | 0.25% | Add +2.4% | 8,567 | $500K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.6% | 8,292 | $484K |
| Cwm, LLC | 0.00% | Add +213.3% | 7,945 | $464K |
| MML Investors Services, LLC | 0.00% | Add +14.9% | 7,845 | $458K |
| First National Advisers, LLC | 0.07% | New | 7,825 | $457K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -46.1% | 7,673 | $448K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,648 | $446K |
| Inceptionr LLC | 0.13% | New | 7,568 | $442K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.5% | 7,209 | $421K |
| O'ROURKE & COMPANY, Inc | 0.21% | Add +4.3% | 7,106 | $415K |
| Picton Mahoney Asset Management | 0.01% | New | 7,066 | $412K |
| Cetera Investment Advisers | 0.00% | Add +9.9% | 6,913 | $403K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 6,894 | $402K |
| Praxis Investment Management Inc. | 0.03% | No change | 6,780 | $396K |
| D.A. Davidson & Co. | 0.00% | No change | 6,766 | $395K |
| Aviva PLC | 0.00% | New | 6,724 | $392K |
| Dark Forest Capital Management LP | 0.02% | Reduce -3.8% | 6,608 | $386K |
| Truist Financial Corp. | 0.00% | Add +3.3% | 6,589 | $385K |
| Fulton Bank, N.A. | 0.02% | Add +5.8% | 6,393 | $373K |
| 111 Capital | 0.07% | New | 6,289 | $367K |
| Alamea Verwaltungs GmbH | 0.32% | — | 6,273 | $366K |
| Quantinno Capital Management LP | 0.00% | Add +123.1% | 6,230 | $364K |
| Callan Family Office, LLC | 0.03% | Reduce -69.0% | 6,151 | $359K |
| Teza Capital Management LLC | 0.16% | Add +8.3% | 6,134 | $358K |
| GAMCO Investors | 0.00% | New | 6,000 | $350K |
| Riverview Capital Advisers, LLC | 0.11% | No change | 5,980 | $349K |
| Creative Planning | 0.00% | Reduce -2.5% | 5,812 | $339K |
| Pinnacle Financial Partners Inc | 0.01% | New | 5,730 | $334K |
| Hodges Capital Management Inc. | 0.03% | Reduce -95.4% | 5,715 | $334K |
| Legato Capital Management LLC | 0.04% | New | 5,547 | $324K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.8% | 5,536 | $323K |
| Xponance LLC | 0.00% | Add +5.8% | 5,373 | $314K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -37.5% | 5,257 | $307K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -17.6% | 5,206 | $304K |
| Choreo, LLC | 0.00% | Add +5.0% | 5,075 | $296K |
| Trajan Wealth LLC | 0.02% | Add +60.5% | 5,027 | $293K |
| Vestcor Inc | 0.01% | New | 5,006 | $292K |
| Aigen Investment Management, LP | 0.05% | New | 4,996 | $292K |
| Heritage Family Offices, LLP | 0.15% | Add +10.7% | 4,940 | $288K |
| Integrated Wealth Concepts LLC | 0.00% | Add +9.9% | 4,799 | $280K |
| Equitable Holdings, Inc. | 0.00% | Add +2.9% | 4,734 | $276K |
| Simon Quick Advisors, LLC | 0.02% | Add +36.0% | 4,718 | $275K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +42.6% | 4,663 | $272K |
| Point72 Hong Kong Ltd | 0.02% | New | 4,612 | $269K |
| United Services Automobile Association | 0.01% | New | 4,558 | $264K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 4,492 | $262K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.0% | 4,315 | $252K |
| Sherbrooke Park Advisers LLC | 0.12% | New | 4,268 | $249K |
| Princeton Capital Management LLC | 0.08% | Add +33.3% | 4,000 | $233K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.0% | 3,995 | $233K |
| Keybank National Association | 0.00% | New | 3,983 | $232K |
| Petros Family Wealth, LLC | 0.25% | Add +1.0% | 3,870 | $226K |
| Vident Advisory, LLC | 0.00% | Add +23.4% | 3,823 | $223K |
| Petrus Trust Company, LTA | 0.02% | New | 3,787 | $221K |
| Venturi Wealth Management, LLC | 0.01% | Add +2.7% | 3,626 | $212K |
| KBC Group NV | 0.00% | No change | 3,035 | $177K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -17.6% | 2,943 | $172K |
| Huntington National Bank | 0.00% | Add +5874.4% | 2,330 | $136K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 2,130 | $124K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -50.5% | 1,987 | $116K |
| New Age Alpha Advisors, LLC | 0.00% | New | 1,842 | $107K |
| GAMMA Investing LLC | 0.01% | Add +38.9% | 1,632 | $95K |
| HM Payson & Co. | 0.00% | No change | 1,573 | $92K |
| Kestra Investment Management, LLC | 0.00% | Reduce -25.8% | 1,463 | $85K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.2% | 1,356 | $79K |
| Signaturefd, LLC | 0.00% | No change | 1,171 | $68K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.7% | 1,120 | $65K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,099 | $64K |
| Private Trust Co. NA | 0.01% | Reduce -2.6% | 1,077 | $63K |
| IFP Advisors, Inc | 0.00% | Reduce -1.7% | 1,066 | $62K |
| Public Employees Retirement System of Ohio | 0.00% | Add +4.2% | 1,048 | $61K |
| Lanark Financial, Inc. | 0.01% | — | 1,026 | $59K |
| First Horizon Advisors, Inc. | 0.00% | No change | 999 | $58K |
| C M Bidwell & Associates Ltd. | 0.03% | New | 995 | $58K |
| CI Investments Inc. | 0.00% | Add +4.6% | 972 | $57K |
| Jones Financial Companies LLLP | 0.00% | Add +18.3% | 972 | $56K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -9.3% | 922 | $53K |
| eCIO, Inc. | 0.02% | — | 852 | $50K |
| Colonial Trust Co / SC | 0.01% | Add +8.0% | 800 | $47K |
| Versant Capital Management, Inc | 0.01% | Add +1460.8% | 796 | $46K |
| Lazard Asset Management LLC | 0.00% | New | 780 | $45K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -63.2% | 698 | $41K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1551.3% | 644 | $38K |
| UMB Bank, n.a. | 0.00% | Add +20.9% | 583 | $34K |
| Coldstream Capital Management Inc. | 0.00% | New | 556 | $32K |
| Quadrant Capital Group LLC | 0.00% | Add +0.6% | 488 | $28K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 380 | $22K |
| Fifth Third Bancorp | 0.00% | Add +20.4% | 377 | $22K |
| City State Bank | 0.01% | No change | 350 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +65.8% | 315 | $18K |
| Headlands Technologies LLC | 0.00% | Reduce -26.5% | 308 | $18K |
| Lindbrook Capital, LLC | 0.00% | No change | 273 | $16K |
| Trust Co. of Vermont | 0.00% | Reduce -32.6% | 250 | $15K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -56.8% | 220 | $13K |
| Quarry LP | 0.00% | New | 206 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 200 | $12K |
| Brooklyn Investment Group | 0.00% | Add +20400.0% | 205 | $12K |
| True Wealth Design, LLC | 0.00% | Add +6600.0% | 201 | $12K |
| NewEdge Advisors, LLC | 0.00% | No change | 198 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Add +9.0% | 193 | $11K |
| Salem Investment Counselors Inc. | 0.00% | Add +77.1% | 186 | $11K |
| Rise Advisors, LLC | 0.00% | Reduce -22.5% | 179 | $10K |
| Bessemer Group Inc. | 0.00% | Reduce -16.1% | 177 | $10K |
| Optiver Holding B.V. | 0.00% | New | 169 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 155 | $9K |
| Covestor Ltd | 0.01% | Add +5100.0% | 156 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 147 | $9K |
| Arax Advisory Partners | 0.00% | Reduce -29.7% | 130 | $8K |
| WPG Advisers, LLC | 0.01% | Reduce -6.0% | 125 | $7K |
| Rothschild Investment LLC | 0.00% | Add +16.7% | 105 | $6K |
| Hillsdale Investment Management Inc. | 0.00% | New | 100 | $6K |
| Danske Bank A/S | 0.00% | No change | 100 | $6K |
| AdvisorNet Financial, Inc | 0.00% | New | 99 | $6K |
| Principal Securities, Inc. | 0.00% | No change | 76 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Add +5.1% | 82 | $5K |
| Spire Wealth Management | 0.00% | New | 82 | $5K |
| Sterling Capital Management LLC | 0.00% | Add +2.7% | 75 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +25.4% | 74 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 69 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -99.6% | 75 | $4K |
| Allworth Financial LP | 0.00% | Add +125.8% | 70 | $4K |
| Key Financial Inc | 0.00% | No change | 59 | $3K |
| NBT Bank, N.A. | 0.00% | Add +1.7% | 59 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +285.7% | 54 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 44 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 43 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 41 | $2K |
| Park Square Financial Group, LLC | 0.00% | No change | 40 | $2K |
| SVB Wealth LLC | 0.00% | New | 40 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 29 | $2K |
| Crewe Advisors LLC | 0.00% | New | 26 | $2K |
| Stonebridge Financial Group, LLC | 0.00% | New | 26 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 25 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 25 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 16 | $934 |
| WealthTrak Capital Management LLC | 0.00% | Add +200.0% | 15 | $876 |
| Financial Management Professionals, Inc. | 0.00% | New | 14 | $817 |
| Amundi | 0.00% | New | 12 | $635 |
| CVA Family Office, LLC | 0.00% | Reduce -44.4% | 10 | $584 |
| National Bank of Canada | 0.00% | New | 7 | $418 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $409 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 6 | $350 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $292 |
| SouthState Bank Corp | 0.00% | New | 5 | $292 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $233 |
| Abound Wealth Management | 0.00% | No change | 3 | $176 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $58 |
| Hantz Financial Services, Inc. | 0.00% | New | 8 | $0 |
| Simplex Trading, LLC | 0.00% | New | 11 | $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.