Moelis & Co. Class AMC
13F holders, Q2 2025 (June 30)375holders −4
55new positions
60sold out
6famous investors
$62.36avg. 13F price*
At the end of Q2 2025, 375 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, down 4 from Q1 2025. 55 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($551.5M), BlackRock, Inc. ($547.7M) and Kayne Anderson Rudnick Investment Management LLC ($421.8M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Moelis & Co. Class A
- CUSIP
- 60786M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $94.4M |
| Exits | 60 | $166.2M |
All 13F filers, Q1 2025 → Q2 2025: 7,211,401 shares bought and 5,450,244 shares sold, net +1,761,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 375 holders
| Vanguard Group Inc. | 0.01% | Add +6.5% | 8,849,607 | $551.5M |
| BlackRock, Inc. | 0.01% | Add +4.7% | 8,788,977 | $547.7M |
| Kayne Anderson Rudnick Investment Management LLC | 1.01% | Reduce -2.2% | 6,768,276 | $421.8M |
| London Co. of Virginia | 1.20% | Reduce -3.6% | 3,416,998 | $212.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.7% | 3,080,123 | $192.0M |
| State Street Corp. | 0.01% | Add +3.2% | 2,862,337 | $178.4M |
| Wasatch Advisors LP | 0.93% | Add +4.1% | 2,845,605 | $177.3M |
| Ameriprise Financial Inc. | 0.04% | Add +6.0% | 2,396,230 | $149.3M |
| Geode Capital Management, LLC | 0.01% | Add +26.0% | 2,052,862 | $127.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -18.8% | 1,913,291 | $119.2M |
| Timucuan Asset Management Inc. | 2.60% | Add +0.5% | 1,424,527 | $88.8M |
| Citadel Advisors | 0.07% | Add +20.5% | 1,328,346 | $82.8M |
| Madison Asset Management, LLC | 0.87% | Add +2.5% | 1,295,284 | $80.7M |
| HighTower Advisors, LLC | 0.08% | Add +10.6% | 1,060,294 | $66.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +61.4% | 1,040,595 | $64.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.7% | 945,558 | $58.9M |
| Wells Fargo & Company | 0.01% | Reduce -2.1% | 939,805 | $58.6M |
| Heard Capital LLC | 3.00% | Reduce -0.5% | 920,240 | $57.3M |
| Lord, Abbett & Co. LLC | 0.19% | Add +40.2% | 904,263 | $56.4M |
| Northern Trust Corp. | 0.01% | Add +0.8% | 865,405 | $53.9M |
| Natixis Advisors, LLC | 0.08% | Add +27.4% | 783,426 | $48.8M |
| Azora Capital LP | 2.11% | New | 750,358 | $46.8M |
| Capital World Investors | 0.01% | No change | 719,000 | $44.8M |
| Morgan Stanley | 0.00% | Add +5.5% | 717,461 | $44.7M |
| Jennison Associates LLC | 0.02% | Add +38.4% | 671,431 | $41.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +1161.8% | 661,594 | $41.2M |
| Bank of New York Mellon Corp | 0.01% | Add +1.8% | 651,332 | $40.6M |
| Royal Bank of Canada | 0.01% | Add +37.0% | 636,747 | $39.7M |
| Bank of America Corp. | 0.00% | Add +8.6% | 630,286 | $39.3M |
| Renaissance Technologies | 0.05% | Add +16.0% | 572,144 | $35.7M |
| Baron Capital (BAMCO) | 0.09% | No change | 527,186 | $32.9M |
| Voya Investment Management LLC | 0.04% | Add +46.4% | 502,190 | $31.3M |
| Norges Bank | 0.00% | Reduce -11.3% | 501,416 | $31.2M |
| Emerald Advisers, LLC | 1.05% | Add +7.4% | 458,006 | $28.5M |
| UBS Group AG | 0.01% | Reduce -10.2% | 454,436 | $28.3M |
| Invesco Ltd. | 0.00% | Add +41.4% | 452,522 | $28.2M |
| Artisan Partners Limited Partnership | 0.04% | Reduce -0.3% | 430,554 | $26.8M |
| Tributary Capital Management, LLC | 2.29% | Reduce -2.5% | 414,964 | $25.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.5% | 402,214 | $25.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.8% | 382,100 | $23.8M |
| Principal Financial Group Inc. | 0.01% | Add +4.4% | 368,034 | $22.9M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +32.8% | 336,918 | $22.2M |
| Fisher Asset Management | 0.01% | Reduce -0.9% | 350,249 | $21.8M |
| Nuveen, LLC | 0.01% | Reduce -5.3% | 317,239 | $19.8M |
| Sei Investments Co. | 0.02% | Add +5.4% | 305,963 | $19.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -36.1% | 281,282 | $17.5M |
| Deutsche Bank AG | 0.01% | Reduce -8.2% | 269,375 | $16.8M |
| Emerald Mutual Fund Advisers Trust | 1.02% | Reduce -11.2% | 267,451 | $16.7M |
| Public Sector Pension Investment Board | 0.07% | Add +13.0% | 252,940 | $15.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +48.1% | 250,710 | $15.6M |
| Capital Management Corp. | 2.61% | Add +17.4% | 246,151 | $15.3M |
| Legal & General Group Plc | 0.00% | Add +11.6% | 214,303 | $13.4M |
| Rhumbline Advisers | 0.01% | Add +9.3% | 211,220 | $13.2M |
| AQR Capital Management | 0.01% | Add +8.3% | 209,590 | $13.1M |
| Cramer Rosenthal McGlynn LLC | 0.84% | Add +70.0% | 195,338 | $12.2M |
| Axiom Investors LLC | 0.10% | Add +28.8% | 190,750 | $11.9M |
| Winslow Asset Management Inc. | 2.14% | Add +0.9% | 170,551 | $10.6M |
| Barclays PLC | 0.00% | Add +23.0% | 163,657 | $10.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +138.4% | 163,100 | $10.2M |
| Susquehanna Portfolio Strategies, LLC | 0.21% | New | 150,826 | $9.4M |
| Pier Capital, LLC | 1.43% | Reduce -4.8% | 150,078 | $9.4M |
| Stifel Financial Corp. | 0.01% | Reduce -0.7% | 139,976 | $8.7M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 134,900 | $8.4M |
| FMR LLC | 0.00% | Reduce -9.7% | 133,032 | $8.3M |
| Citigroup Inc. | 0.01% | Reduce -0.3% | 126,844 | $7.9M |
| Hudson Bay Capital Management LP | 0.06% | New | 126,163 | $7.9M |
| Diversify Wealth Management, LLC | 0.41% | Add +16.9% | 89,189 | $6.6M |
| Regions Financial Corp. | 0.04% | Add +1.8% | 98,541 | $6.1M |
| Interval Partners, LP | 0.14% | New | 97,030 | $6.0M |
| Royce & Associates LP | 0.06% | Add +16.4% | 93,869 | $5.8M |
| Victory Capital Management Inc. | 0.00% | Add +17.3% | 93,137 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Add +4.1% | 91,549 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Add +6.9% | 91,210 | $5.7M |
| Ensign Peak Advisors, Inc | 0.01% | Add +75.6% | 87,300 | $5.4M |
| Callan Family Office, LLC | 0.17% | Add +1277.1% | 84,703 | $5.3M |
| EFG Asset Management (North America) Corp. | 0.71% | Add +11.5% | 80,469 | $5.0M |
| Blue Zone Wealth Advisors, LLC | 1.25% | Add +20.0% | 80,277 | $5.0M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -22.8% | 79,551 | $5.0M |
| Prudential Financial Inc. | 0.01% | Reduce -20.5% | 77,067 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.3% | 76,913 | $4.8M |
| Palisades Investment Partners, LLC | 2.07% | Reduce -0.9% | 76,002 | $4.7M |
| Lighthouse Investment Partners, LLC | 0.19% | Add +86.0% | 70,077 | $4.4M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +183.9% | 69,228 | $4.3M |
| California State Teachers Retirement System | 0.00% | Add +0.3% | 69,155 | $4.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +17.4% | 67,503 | $4.2M |
| Marshall Wace, LLP | 0.01% | Add +331.2% | 67,023 | $4.2M |
| Point72 (DIFC) Ltd | 0.31% | New | 63,397 | $4.0M |
| Algert Global LLC | 0.08% | Reduce -1.9% | 62,690 | $3.9M |
| New York State Common Retirement Fund | 0.01% | Add +2.9% | 59,885 | $3.7M |
| Man Group plc | 0.01% | Reduce -58.0% | 59,452 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -5.1% | 58,705 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.2% | 57,132 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Add +232.0% | 55,755 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.2% | 54,548 | $3.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -9.3% | 51,800 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -46.4% | 51,623 | $3.2M |
| Empowered Funds, LLC | 0.04% | Add +18.5% | 50,737 | $3.2M |
| NewEdge Wealth, LLC | 0.05% | Reduce -5.4% | 45,241 | $3.1M |
| PARK CIRCLE Co | 2.68% | No change | 50,176 | $3.1M |
| &partners | 0.02% | Add +9.4% | 50,158 | $3.1M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -31.4% | 49,380 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +17.6% | 48,356 | $3.0M |
| Comerica Bank | 0.01% | Add +2.4% | 48,314 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.4% | 47,130 | $2.9M |
| First Trust Advisors LP | 0.00% | New | 47,125 | $2.9M |
| Aquatic Capital Management LLC | 0.06% | Reduce -45.3% | 46,970 | $2.9M |
| First National Bank of Omaha | 0.18% | Add +2.8% | 45,558 | $2.8M |
| Teacher Retirement System of Texas | 0.01% | Reduce -60.0% | 44,416 | $2.8M |
| MetLife Investment Management, LLC | 0.02% | Add +8.3% | 44,323 | $2.8M |
| State of Alaska, Department of Revenue | 0.03% | Add +13.0% | 44,201 | $2.8M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +19.4% | 43,603 | $2.7M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -0.4% | 43,383 | $2.7M |
| Hilton Capital Management, LLC | 0.21% | Add +10.5% | 41,558 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Add +251.1% | 40,808 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -3.2% | 40,735 | $2.5M |
| Two Sigma Investments, LP | 0.00% | Add +31.1% | 39,984 | $2.5M |
| Verdence Capital Advisors LLC | 0.17% | Add +1.8% | 39,358 | $2.5M |
| Moran Wealth Management, LLC | 0.07% | New | 37,832 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -9.9% | 37,609 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.8% | 35,443 | $2.2M |
| Cinctive Capital Management LP | 0.12% | Add +59.4% | 35,406 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Add +4.5% | 34,700 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +21.2% | 33,294 | $2.1M |
| Fred Alger Management, LLC | 0.01% | Reduce -50.5% | 32,901 | $2.1M |
| AlTi Global, Inc. | 0.05% | New | 32,566 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | New | 31,152 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 31,093 | $1.9M |
| Janus Henderson Group PLC | 0.00% | No change | 30,726 | $1.9M |
| Eagle Rock Investment Company, LLC | 0.30% | Reduce -22.0% | 30,105 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 29,934 | $1.9M |
| Diversify Advisory Services, LLC | 0.07% | Add +26.6% | 25,325 | $1.9M |
| Intech Investment Management LLC | 0.02% | Reduce -28.8% | 29,254 | $1.8M |
| Tidal Investments LLC | 0.01% | Add +1.8% | 29,191 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Add +6.2% | 28,397 | $1.8M |
| Salvus Wealth Management, LLC | 1.00% | Reduce -1.1% | 27,450 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -3.4% | 27,388 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +22.2% | 26,619 | $1.7M |
| Federated Hermes, Inc. | 0.00% | Reduce -18.1% | 26,571 | $1.7M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -67.4% | 26,008 | $1.6M |
| Strata Wealth Advisors, LLC | 0.42% | Reduce -13.0% | 24,464 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Reduce -1.8% | 24,406 | $1.5M |
| Gabelli Funds LLC | 0.01% | Add +17.4% | 24,250 | $1.5M |
| New York State Teachers Retirement System | 0.00% | Add +46.9% | 24,232 | $1.5M |
| Nicholas Investment Partners, LP | 0.15% | Reduce -44.1% | 24,086 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -2.1% | 23,874 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +39.7% | 23,347 | $1.5M |
| Holocene Advisors, LP | 0.00% | New | 22,555 | $1.4M |
| Greenwood Capital Associates LLC | 0.17% | Add +7.7% | 22,045 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | Add +5.9% | 21,801 | $1.4M |
| STRS Ohio | 0.01% | Add +4.4% | 21,300 | $1.3M |
| Amalgamated Bank | 0.01% | Add +4.4% | 21,013 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +22.3% | 20,934 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.3% | 20,680 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +1.8% | 20,607 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -24.4% | 20,572 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.5% | 20,109 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.5% | 19,058 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.8% | 19,046 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,033 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -92.3% | 19,000 | $1.2M |
| Integrated Quantitative Investments LLC | 0.32% | Add +21.6% | 17,633 | $1.1M |
| Campbell Newman Asset Management Inc. | 0.08% | Add +7.2% | 17,087 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +5.0% | 16,955 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +8.4% | 16,724 | $1.0M |
| ProShare Advisors LLC | 0.00% | Reduce -0.3% | 16,595 | $1.0M |
| SkyView Investment Advisors, LLC | 0.15% | Add +4.9% | 16,232 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 15,951 | $994K |
| XTX Topco Ltd | 0.04% | Add +20.4% | 15,751 | $982K |
| OneDigital Investment Advisors LLC | 0.01% | Add +8.3% | 15,680 | $977K |
| Mariner, LLC | 0.00% | Add +57.9% | 15,579 | $971K |
| New England Research & Management, Inc. | 0.46% | Add +1.6% | 15,375 | $958K |
| Harbor Advisors LLC | 0.15% | No change | 14,800 | $922K |
| KLP Kapitalforvaltning As | 0.00% | Add +5.8% | 14,700 | $916K |
| Verition Fund Management LLC | 0.01% | Reduce -46.4% | 14,526 | $905K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.2% | 14,403 | $898K |
| Osaic Holdings, Inc. | 0.00% | Add +24.3% | 13,817 | $861K |
| Quantbot Technologies LP | 0.02% | Reduce -55.3% | 13,789 | $859K |
| Argent Trust Co | 0.03% | Add +4.3% | 13,563 | $845K |
| State of Wisconsin Investment Board | 0.00% | Reduce -6.9% | 13,207 | $823K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +32.6% | 12,274 | $765K |
| Bank of Montreal | 0.00% | Add +6.5% | 12,088 | $753K |
| Impact Capital Partners LLC | 0.24% | Reduce -3.3% | 11,853 | $739K |
| Quantum Private Wealth, LLC | 0.24% | No change | 11,752 | $732K |
| Sierra Summit Advisors LLC | 0.13% | New | 11,561 | $720K |
| Invst, LLC | 0.09% | Reduce -3.9% | 11,331 | $706K |
| Geneos Wealth Management Inc. | 0.02% | Add +13682.9% | 11,302 | $704K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.7% | 10,851 | $676K |
| Edgestream Partners, L.P. | 0.02% | Reduce -91.8% | 10,374 | $647K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +0.8% | 10,353 | $645K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.2% | 10,342 | $644K |
| State of Wyoming | 0.08% | Reduce -29.9% | 10,227 | $637K |
| US Bancorp \de | 0.00% | Reduce -6.0% | 10,198 | $636K |
| HSBC Holdings PLC | 0.00% | Reduce -72.7% | 10,078 | $631K |
| Captrust Financial Advisors | 0.00% | Add +15.0% | 10,029 | $625K |
| Truist Financial Corp. | 0.00% | Add +52.0% | 10,018 | $624K |
| Cwm, LLC | 0.00% | Add +25.9% | 9,999 | $623K |
| Mackenzie Financial Corp. | 0.00% | Reduce -64.4% | 9,873 | $615K |
| Naples Global Advisors, LLC | 0.05% | No change | 9,671 | $603K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -84.2% | 9,530 | $594K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -8.3% | 9,527 | $594K |
| AlphaQuest LLC | 0.06% | Reduce -70.6% | 9,422 | $587K |
| Cibc World Markets Corp. | 0.00% | Reduce -41.6% | 9,163 | $571K |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.9% | 9,122 | $568K |
| Curated Wealth Partners LLC | 0.07% | Add +1.3% | 9,021 | $562K |
| Quantinno Capital Management LP | 0.00% | Add +41.8% | 8,831 | $550K |
| Peak Financial Advisors LLC | 0.28% | Add +2.9% | 8,814 | $549K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -5.6% | 8,776 | $547K |
| Wesbanco Bank Inc. | 0.02% | No change | 8,709 | $543K |
| First National Advisers, LLC | 0.08% | Add +6.3% | 8,316 | $518K |
| MML Investors Services, LLC | 0.00% | Add +5.9% | 8,307 | $518K |
| Pitcairn Co. | 0.03% | Reduce -15.6% | 8,270 | $515K |
| Aviva PLC | 0.00% | Add +20.4% | 8,097 | $505K |
| Blueshift Asset Management, LLC | 0.15% | New | 7,895 | $492K |
| American Century Companies Inc. | 0.00% | New | 7,885 | $491K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.0% | 7,707 | $480K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,648 | $477K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.3% | 7,592 | $473K |
| Drucker Wealth 3.0, LLC | 0.09% | New | 6,846 | $467K |
| Cetera Investment Advisers | 0.00% | Add +6.7% | 7,378 | $460K |
| Corient Private Wealth LP | 0.00% | New | 7,314 | $456K |
| World Investment Advisors | 0.01% | New | 7,268 | $453K |
| Picton Mahoney Asset Management | 0.01% | Add +1.3% | 7,161 | $446K |
| Trust Point Inc. | 0.04% | Reduce -40.2% | 6,884 | $429K |
| D.A. Davidson & Co. | 0.00% | No change | 6,766 | $422K |
| Keybank National Association | 0.00% | Add +67.6% | 6,677 | $416K |
| Creative Planning | 0.00% | Add +14.2% | 6,639 | $414K |
| Fulton Bank, N.A. | 0.02% | Add +2.9% | 6,581 | $410K |
| O'ROURKE & COMPANY, Inc | 0.19% | Reduce -8.6% | 6,496 | $405K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +220.4% | 6,367 | $397K |
| Alamea Verwaltungs GmbH | 0.29% | No change | 6,273 | $391K |
| Axq Capital, LP | 0.12% | New | 6,201 | $386K |
| Trajan Wealth LLC | 0.02% | Add +21.2% | 6,092 | $380K |
| SummitTX Capital, L.P. | 0.02% | New | 6,065 | $378K |
| GAMCO Investors | 0.00% | No change | 6,000 | $374K |
| Advisory Services Network, LLC | 0.01% | New | 5,247 | $368K |
| Pinnacle Financial Partners Inc | 0.01% | Add +2.4% | 5,865 | $366K |
| Kestra Investment Management, LLC | 0.01% | Add +300.7% | 5,862 | $365K |
| DRW Securities, LLC | 0.03% | New | 5,831 | $363K |
| Xponance LLC | 0.00% | Add +7.8% | 5,794 | $361K |
| Private Advisor Group, LLC | 0.00% | Add +3.0% | 5,704 | $355K |
| Integrated Wealth Concepts LLC | 0.00% | Add +18.4% | 5,682 | $354K |
| Legato Capital Management LLC | 0.04% | No change | 5,547 | $346K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,538 | $345K |
| Merit Financial Group, LLC | 0.00% | New | 5,429 | $338K |
| Choreo, LLC | 0.00% | Add +5.5% | 5,354 | $334K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.1% | 5,211 | $325K |
| Praxis Investment Management Inc. | 0.02% | Reduce -23.4% | 5,190 | $323K |
| Vestcor Inc | 0.01% | No change | 5,006 | $312K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.0% | 4,889 | $305K |
| Jump Financial, LLC | 0.00% | Reduce -92.0% | 4,769 | $297K |
| Oxford Asset Management LLP | 0.10% | New | 4,697 | $293K |
| Heritage Family Offices, LLP | 0.14% | No change | 4,940 | $286K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 4,492 | $280K |
| CIBC Asset Management Inc | 0.00% | Add +3.4% | 4,460 | $278K |
| DGS Capital Management, LLC | 0.06% | New | 4,436 | $276K |
| Townsquare Capital LLC | 0.03% | Reduce -79.0% | 4,325 | $270K |
| Franklin Resources Inc. | 0.00% | Reduce -37.4% | 4,315 | $269K |
| Equitable Holdings, Inc. | 0.00% | Reduce -13.8% | 4,080 | $254K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.9% | 4,069 | $254K |
| Riverview Capital Advisers, LLC | 0.07% | Reduce -32.5% | 4,034 | $251K |
| Princeton Capital Management LLC | 0.07% | No change | 4,000 | $249K |
| Qsemble Capital Management, LP | 0.02% | New | 3,989 | $249K |
| Portside Wealth Group, LLC | 0.04% | New | 3,954 | $246K |
| Petros Family Wealth, LLC | 0.22% | Add +0.7% | 3,897 | $243K |
| Vident Advisory, LLC | 0.00% | Reduce -4.4% | 3,655 | $228K |
| Walleye Trading LLC | 0.01% | New | 3,629 | $226K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -24.9% | 3,501 | $218K |
| Avantax Advisory Services, Inc. | 0.00% | New | 3,452 | $215K |
| Profund Advisors LLC | 0.01% | New | 3,427 | $214K |
| Legacy Capital Wealth Partners, LLC | 0.05% | New | 3,320 | $207K |
| AE Wealth Management LLC | 0.00% | New | 3,317 | $207K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -8.8% | 3,305 | $206K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -30.4% | 3,282 | $205K |
| Nisa Investment Advisors, LLC | 0.00% | Add +10.1% | 3,241 | $202K |
| Covestor Ltd | 0.12% | Add +1919.2% | 3,150 | $196K |
| Lazard Asset Management LLC | 0.00% | Add +296.5% | 3,093 | $192K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,049 | $190K |
| Parkside Financial Bank & Trust | 0.02% | Add +5355.6% | 2,946 | $184K |
| SG Americas Securities, LLC | 0.00% | Reduce -86.4% | 2,537 | $158K |
| Huntington National Bank | 0.00% | Reduce -2.4% | 2,275 | $142K |
| Essential Partners LLC | 0.06% | — | 2,211 | $138K |
| KBC Group NV | 0.00% | Reduce -33.6% | 2,015 | $126K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -0.1% | 1,840 | $115K |
| Smartleaf Asset Management LLC | 0.01% | Add +73.8% | 1,602 | $101K |
| Jones Financial Companies LLLP | 0.00% | Add +45.5% | 1,414 | $89K |
| Bayforest Capital Ltd | 0.04% | Reduce -95.7% | 1,297 | $81K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.4% | 1,283 | $80K |
| IFP Advisors, Inc | 0.00% | Reduce -3.5% | 1,029 | $76K |
| GAMMA Investing LLC | 0.00% | Reduce -26.0% | 1,208 | $75K |
| Neo Ivy Capital Management | 0.02% | New | 1,206 | $75K |
| Signaturefd, LLC | 0.00% | Reduce -1.5% | 1,153 | $72K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,099 | $68K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.5% | 1,074 | $67K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 995 | $62K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -4.0% | 959 | $60K |
| Versant Capital Management, Inc | 0.01% | Add +19.2% | 949 | $59K |
| Canton Hathaway, LLC | 0.01% | New | 820 | $51K |
| CI Investments Inc. | 0.00% | Reduce -27.7% | 703 | $44K |
| HM Payson & Co. | 0.00% | Reduce -59.2% | 642 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +89.5% | 597 | $37K |
| UMB Bank, n.a. | 0.00% | Reduce -4.1% | 559 | $35K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -16.1% | 540 | $34K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 513 | $32K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -76.4% | 503 | $31K |
| Headlands Technologies LLC | 0.00% | Add +42.2% | 438 | $27K |
| Private Trust Co. NA | 0.00% | Reduce -61.4% | 416 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 380 | $24K |
| Blue Trust, Inc. | 0.00% | New | 358 | $22K |
| City State Bank | 0.01% | No change | 350 | $22K |
| Fifth Third Bancorp | 0.00% | Reduce -9.8% | 340 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -70.2% | 334 | $21K |
| Brooklyn Investment Group | 0.00% | Add +59.5% | 327 | $20K |
| Colonial Trust Co / SC | 0.00% | Reduce -59.5% | 324 | $20K |
| Arax Advisory Partners | 0.00% | Add +126.9% | 295 | $18K |
| Global Retirement Partners, LLC | 0.00% | — | 268 | $17K |
| Trust Co. of Vermont | 0.00% | No change | 250 | $16K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 199 | $15K |
| Larson Financial Group LLC | 0.00% | Add +5725.0% | 233 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Add +14.5% | 221 | $14K |
| Bessemer Group Inc. | 0.00% | Add +15.8% | 205 | $13K |
| NewEdge Advisors, LLC | 0.00% | No change | 198 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 200 | $12K |
| Rise Advisors, LLC | 0.00% | Add +1.1% | 181 | $11K |
| Sterling Capital Management LLC | 0.00% | Add +140.0% | 180 | $11K |
| Allworth Financial LP | 0.00% | Add +135.7% | 165 | $10K |
| WPG Advisers, LLC | 0.01% | Add +30.4% | 163 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 147 | $9K |
| Rothschild Investment LLC | 0.00% | Add +38.1% | 145 | $9K |
| Bare Financial Services, Inc | 0.00% | Add +224.4% | 133 | $8K |
| Stone House Investment Management, LLC | 0.00% | New | 127 | $8K |
| Principal Securities, Inc. | 0.00% | Add +51.3% | 115 | $7K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -43.5% | 105 | $7K |
| LRI Investments, LLC | 0.00% | New | 103 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 103 | $6K |
| Hilltop National Bank | 0.00% | — | 100 | $6K |
| Danske Bank A/S | 0.00% | No change | 100 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +28.0% | 96 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Add +1025.0% | 90 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +272.0% | 93 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 89 | $6K |
| Spire Wealth Management | 0.00% | No change | 82 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -6.8% | 69 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -5.8% | 65 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 59 | $4K |
| Key Financial Inc | 0.00% | No change | 59 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 44 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +168.8% | 43 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -73.5% | 41 | $3K |
| Park Square Financial Group, LLC | 0.00% | No change | 40 | $2K |
| MAI Capital Management | 0.00% | New | 31 | $2K |
| Assetmark, Inc. | 0.00% | New | 31 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 29 | $2K |
| Quarry LP | 0.00% | Reduce -86.9% | 27 | $2K |
| NewSquare Capital LLC | 0.00% | New | 24 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -27.6% | 21 | $1K |
| Clearstead Trust, LLC | 0.00% | New | 18 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -97.1% | 20 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 14 | $872 |
| CVA Family Office, LLC | 0.00% | Add +30.0% | 13 | $810 |
| Hughes Financial Services, LLC | 0.00% | New | 10 | $701 |
| CIBC Private Wealth Group LLC | 0.00% | New | 9 | $561 |
| Stephens Consulting, LLC | 0.00% | Reduce -72.0% | 7 | $437 |
| Raleigh Capital Management Inc. | 0.00% | New | 6 | $350 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $312 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -66.7% | 5 | $312 |
| S&T Bank | 0.00% | New | 5 | $312 |
| Abound Wealth Management | 0.00% | No change | 3 | $187 |
| Fortitude Family Office, LLC | 0.00% | New | 3 | $187 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 3 | $187 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -57.1% | 3 | $187 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $63 |
| HFM Investment Advisors, LLC | 0.00% | New | 1 | $62 |
| Hemington Wealth Management | 0.00% | New | 6 | $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.