Moelis & Co. Class AMC
13F holders, Q3 2025 (September 30)396holders +21
59new positions
35sold out
8famous investors
$71.29avg. 13F price*
At the end of Q3 2025, 396 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, up 21 from Q2 2025. 59 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($629.1M), Vanguard Group Inc. ($622.8M) and Kayne Anderson Rudnick Investment Management LLC ($460.5M). 8 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $58.1M |
| Exits | 35 | $35.5M |
All 13F filers, Q2 2025 → Q3 2025: 5,332,730 shares bought and 5,130,154 shares sold, net +202,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| BlackRock, Inc. | 0.01% | Add +0.4% | 8,820,661 | $629.1M |
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 8,732,435 | $622.8M |
| Kayne Anderson Rudnick Investment Management LLC | 1.12% | Reduce -4.6% | 6,457,415 | $460.5M |
| Wasatch Advisors LP | 1.27% | Add +16.1% | 3,304,180 | $235.7M |
| London Co. of Virginia | 1.29% | Reduce -4.4% | 3,265,878 | $232.9M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +1.6% | 3,127,782 | $223.1M |
| State Street Corp. | 0.01% | Add +0.8% | 2,886,158 | $205.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -5.2% | 2,271,903 | $162.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.5% | 2,084,422 | $148.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -6.6% | 1,787,107 | $127.5M |
| Timucuan Asset Management Inc. | 2.97% | Reduce -0.2% | 1,421,715 | $101.4M |
| Madison Asset Management, LLC | 1.01% | Reduce -0.8% | 1,284,261 | $91.6M |
| HighTower Advisors, LLC | 0.10% | Add +18.5% | 1,256,324 | $89.6M |
| Bank of New York Mellon Corp | 0.02% | Add +89.8% | 1,235,998 | $88.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +6.8% | 1,111,459 | $79.3M |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 962,778 | $68.7M |
| Wells Fargo & Company | 0.01% | Reduce -1.6% | 924,514 | $65.9M |
| Natixis Advisors, LLC | 0.10% | Add +17.3% | 918,876 | $65.5M |
| Jennison Associates LLC | 0.04% | Add +33.8% | 898,056 | $64.0M |
| Northern Trust Corp. | 0.01% | Reduce -0.4% | 862,180 | $61.5M |
| Morgan Stanley | 0.00% | Add +16.7% | 837,248 | $59.7M |
| Bank of America Corp. | 0.00% | Add +22.6% | 772,399 | $55.1M |
| Heard Capital LLC | 2.62% | Reduce -17.8% | 756,540 | $54.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1215.3% | 751,452 | $53.6M |
| Capital World Investors | 0.01% | No change | 719,000 | $51.3M |
| Royal Bank of Canada | 0.01% | Add +11.0% | 706,886 | $50.4M |
| Lord, Abbett & Co. LLC | 0.15% | Reduce -23.2% | 694,729 | $49.5M |
| UBS Group AG | 0.01% | Add +50.0% | 681,668 | $48.6M |
| Voya Investment Management LLC | 0.05% | Add +12.7% | 565,727 | $40.3M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -18.1% | 541,699 | $38.6M |
| Baron Capital (BAMCO) | 0.10% | Reduce -0.3% | 525,778 | $37.5M |
| Fisher Asset Management | 0.01% | Add +40.3% | 491,470 | $35.1M |
| Emerald Advisers, LLC | 1.03% | Reduce -1.4% | 451,497 | $32.2M |
| Raymond James Financial Inc. | 0.01% | Add +8.7% | 437,145 | $31.2M |
| Artisan Partners Limited Partnership | 0.04% | Reduce -5.3% | 407,894 | $29.1M |
| Tributary Capital Management, LLC | 2.56% | Reduce -4.4% | 396,800 | $28.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.0% | 389,739 | $27.8M |
| Renaissance Technologies | 0.03% | Reduce -35.4% | 369,444 | $26.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.5% | 358,695 | $25.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.3% | 354,658 | $23.7M |
| Sei Investments Co. | 0.03% | Add +6.4% | 325,456 | $23.2M |
| Nuveen, LLC | 0.01% | Reduce -0.5% | 315,535 | $22.5M |
| Axiom Investors LLC | 0.16% | Add +64.0% | 312,770 | $22.3M |
| Public Sector Pension Investment Board | 0.08% | Add +14.4% | 289,371 | $20.6M |
| Emerald Mutual Fund Advisers Trust | 1.01% | Add +2.2% | 273,351 | $19.5M |
| Deutsche Bank AG | 0.01% | Reduce -3.7% | 259,439 | $18.5M |
| Janus Henderson Group PLC | 0.01% | Add +698.6% | 245,380 | $17.5M |
| Cramer Rosenthal McGlynn LLC | 1.10% | Add +23.3% | 240,796 | $17.2M |
| Capital Management Corp. | 2.56% | Reduce -7.2% | 228,327 | $16.3M |
| Azora Capital LP | 0.74% | Reduce -70.2% | 223,470 | $15.9M |
| Legal & General Group Plc | 0.00% | Reduce -0.6% | 213,002 | $15.2M |
| Rhumbline Advisers | 0.01% | Reduce -0.2% | 210,800 | $15.0M |
| Invesco Ltd. | 0.00% | Reduce -53.7% | 209,371 | $14.9M |
| Canada Pension Plan Investment Board | 0.01% | Add +18.4% | 193,200 | $13.8M |
| AQR Capital Management | 0.01% | Reduce -10.8% | 187,048 | $13.3M |
| Winslow Asset Management Inc. | 2.26% | Reduce -1.1% | 168,678 | $12.0M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | Add +5.1% | 158,556 | $11.3M |
| Swiss National Bank | 0.01% | Add +6.6% | 143,800 | $10.3M |
| Pier Capital, LLC | 1.59% | Reduce -5.0% | 142,560 | $10.2M |
| FMR LLC | 0.00% | Add +6.2% | 141,255 | $10.1M |
| Stifel Financial Corp. | 0.01% | Reduce -1.3% | 138,224 | $9.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -45.1% | 137,684 | $9.8M |
| Barclays PLC | 0.00% | Reduce -26.0% | 121,127 | $8.6M |
| Nicholas Investment Partners, LP | 0.74% | Add +394.6% | 119,117 | $8.5M |
| Royce & Associates LP | 0.08% | Add +19.3% | 112,011 | $8.0M |
| Eisler Capital Management Ltd. | 0.18% | New | 110,089 | $7.8M |
| Citigroup Inc. | 0.01% | Reduce -15.0% | 107,810 | $7.7M |
| Los Angeles Capital Management LLC | 0.03% | Add +116.0% | 106,661 | $7.6M |
| Prudential Financial Inc. | 0.01% | Add +29.6% | 99,872 | $7.1M |
| Regions Financial Corp. | 0.05% | Add +0.8% | 99,300 | $7.1M |
| Aquatic Capital Management LLC | 0.13% | Add +111.2% | 99,199 | $7.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 91,351 | $6.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -2.8% | 90,553 | $6.5M |
| Millennium Management | 0.01% | New | 85,729 | $6.1M |
| Alps Advisors Inc. | 0.03% | New | 85,598 | $6.1M |
| Diversify Wealth Management, LLC | 0.34% | Add +5.1% | 93,764 | $5.9M |
| Callan Family Office, LLC | 0.19% | Reduce -3.3% | 81,901 | $5.8M |
| Blue Zone Wealth Advisors, LLC | 1.16% | Add +1.7% | 81,616 | $5.8M |
| Tudor Investment Corporation | 0.04% | New | 80,173 | $5.7M |
| First Eagle Investment Management, LLC | 0.01% | Add +0.4% | 79,851 | $5.7M |
| Jain Global LLC | 0.08% | New | 78,008 | $5.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.4% | 76,598 | $5.5M |
| Palisades Investment Partners, LLC | 2.14% | Add +0.4% | 76,337 | $5.4M |
| Mackenzie Financial Corp. | 0.01% | Add +662.8% | 75,311 | $5.4M |
| New York State Common Retirement Fund | 0.01% | Add +23.4% | 73,910 | $5.3M |
| ExodusPoint Capital Management, LP | 0.07% | New | 73,451 | $5.2M |
| EFG Asset Management (North America) Corp. | 0.67% | Reduce -9.5% | 72,808 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +2.5% | 69,181 | $4.9M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 69,159 | $4.9M |
| Empowered Funds, LLC | 0.05% | Add +28.9% | 65,419 | $4.7M |
| LPL Financial LLC | 0.00% | Add +6.8% | 62,673 | $4.5M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +100.4% | 62,305 | $4.4M |
| Interval Partners, LP | 0.09% | Reduce -40.7% | 57,563 | $4.1M |
| Two Sigma Advisers, LP | 0.01% | Add +9.8% | 56,900 | $4.1M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +4.9% | 54,157 | $3.9M |
| Edgestream Partners, L.P. | 0.11% | Add +420.1% | 53,957 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.9% | 53,514 | $3.8M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +21.8% | 53,115 | $3.8M |
| &partners | 0.02% | Add +2.5% | 51,394 | $3.7M |
| PARK CIRCLE Co | 3.11% | No change | 50,176 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -11.6% | 49,307 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -96.3% | 49,266 | $3.5M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +12.9% | 48,989 | $3.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.1% | 47,100 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -4.5% | 46,158 | $3.3M |
| First National Bank of Omaha | 0.20% | Reduce -1.8% | 44,755 | $3.2M |
| Comerica Bank | 0.01% | Reduce -7.7% | 44,587 | $3.2M |
| Hilton Capital Management, LLC | 0.25% | Add +5.3% | 43,777 | $3.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.6% | 43,590 | $3.1M |
| Two Sigma Investments, LP | 0.01% | Add +8.4% | 43,346 | $3.1M |
| AlphaQuest LLC | 0.20% | Add +354.1% | 42,789 | $3.1M |
| NewEdge Wealth, LLC | 0.04% | Add +3.2% | 46,669 | $3.0M |
| Squarepoint Ops LLC | 0.01% | Reduce -0.2% | 40,727 | $2.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -8.6% | 40,606 | $2.9M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -8.7% | 40,368 | $2.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +34.4% | 40,239 | $2.9M |
| Verdence Capital Advisors LLC | 0.16% | Reduce -0.1% | 39,305 | $2.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -56.0% | 38,420 | $2.7M |
| Illinois Municipal Retirement Fund | 0.03% | Add +1.4% | 38,134 | $2.7M |
| Moran Wealth Management, LLC | 0.08% | Add +0.4% | 37,988 | $2.7M |
| Verition Fund Management LLC | 0.02% | Add +150.6% | 36,401 | $2.6M |
| American Century Companies Inc. | 0.00% | Add +353.0% | 35,716 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +0.4% | 35,586 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 34,547 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.7% | 34,100 | $2.4M |
| Man Group plc | 0.00% | Reduce -44.0% | 33,284 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -88.3% | 33,032 | $2.4M |
| Fred Alger Management, LLC | 0.01% | Add +0.2% | 32,969 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +5.4% | 32,830 | $2.3M |
| AlTi Global, Inc. | 0.05% | Reduce -2.5% | 31,745 | $2.3M |
| First Trust Advisors LP | 0.00% | Reduce -32.7% | 31,709 | $2.3M |
| Tidal Investments LLC | 0.01% | Add +6.3% | 31,039 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +16.2% | 30,940 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.9% | 30,658 | $2.2M |
| Eagle Rock Investment Company, LLC | 0.32% | No change | 30,105 | $2.1M |
| Zacks Investment Management | 0.02% | New | 30,008 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Add +17.5% | 28,479 | $2.0M |
| Morningstar Investment Management LLC | 0.07% | New | 28,387 | $2.0M |
| Sandler Capital Management | 0.74% | New | 28,120 | $2.0M |
| Federated Hermes, Inc. | 0.00% | Add +4.6% | 27,786 | $2.0M |
| Salvus Wealth Management, LLC | 1.10% | Add +0.4% | 27,550 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +32.8% | 27,321 | $1.9M |
| Intech Investment Management LLC | 0.02% | Reduce -7.0% | 27,218 | $1.9M |
| Diversify Advisory Services, LLC | 0.06% | Add +14.3% | 28,951 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -7.6% | 25,296 | $1.8M |
| Gabelli Funds LLC | 0.01% | Add +1.2% | 24,550 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +26.4% | 24,094 | $1.7M |
| Strata Wealth Advisors, LLC | 0.45% | Reduce -2.3% | 23,903 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -16.4% | 23,735 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Reduce -4.5% | 23,316 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -2.6% | 23,264 | $1.7M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -14.0% | 22,368 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +6.5% | 21,951 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +146.6% | 21,642 | $1.5M |
| Amalgamated Bank | 0.01% | Add +1.1% | 21,233 | $1.5M |
| Greenwood Capital Associates LLC | 0.17% | Reduce -4.2% | 21,118 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.10% | New | 21,090 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 20,680 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +23.0% | 20,567 | $1.5M |
| STRS Ohio | 0.01% | Reduce -5.2% | 20,200 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,109 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -5.5% | 19,777 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.1% | 19,010 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.8% | 18,891 | $1.3M |
| Integrated Quantitative Investments LLC | 0.36% | Add +0.1% | 17,652 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +97.6% | 17,450 | $1.2M |
| Campbell Newman Asset Management Inc. | 0.09% | Add +0.4% | 17,158 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.2% | 16,755 | $1.2M |
| SkyView Investment Advisors, LLC | 0.15% | Add +2.3% | 16,607 | $1.2M |
| Legato Capital Management LLC | 0.13% | Add +199.1% | 16,590 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 15,951 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.3% | 15,641 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +5.4% | 15,500 | $1.1M |
| iSAM Funds (UK) Ltd | 0.22% | New | 15,300 | $1.1M |
| Harbor Advisors LLC | 0.16% | No change | 14,800 | $1.1M |
| Jump Financial, LLC | 0.01% | Add +208.2% | 14,700 | $1.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 14,700 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +19.2% | 14,633 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.9% | 14,539 | $1.0M |
| ProShare Advisors LLC | 0.00% | Reduce -15.6% | 14,005 | $999K |
| Drucker Wealth 3.0, LLC | 0.18% | Add +101.8% | 13,812 | $985K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.6% | 13,598 | $979K |
| J2 Capital Management Inc | 0.73% | New | 13,536 | $965K |
| Argent Trust Co | 0.03% | Reduce -2.0% | 13,297 | $948K |
| Mariner, LLC | 0.00% | Reduce -17.5% | 12,856 | $917K |
| Mercer Global Advisors Inc. | 0.00% | Add +22.6% | 12,675 | $904K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -82.3% | 12,254 | $874K |
| Impact Capital Partners LLC | 0.26% | Add +1.2% | 12,000 | $856K |
| Jane Street Group, LLC | 0.00% | New | 11,772 | $840K |
| Quantum Private Wealth, LLC | 0.24% | No change | 11,752 | $838K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.3% | 11,160 | $796K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.0% | 11,064 | $789K |
| Invst, LLC | 0.09% | Reduce -3.0% | 10,997 | $784K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.1% | 10,902 | $778K |
| Pictet Asset Management Holding SA | 0.00% | Add +12.5% | 10,717 | $764K |
| Cetera Investment Advisers | 0.00% | Add +45.2% | 10,714 | $764K |
| Franklin Resources Inc. | 0.00% | Add +147.3% | 10,669 | $761K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -51.1% | 10,664 | $761K |
| Truist Financial Corp. | 0.00% | Add +6.2% | 10,639 | $759K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +0.6% | 10,419 | $743K |
| Versor Investments LP | 0.14% | New | 10,300 | $735K |
| Captrust Financial Advisors | 0.00% | Add +2.2% | 10,246 | $731K |
| Cwm, LLC | 0.00% | Add +2.4% | 10,236 | $730K |
| US Bancorp \de | 0.00% | Reduce -1.1% | 10,081 | $719K |
| HRT Financial LP | 0.00% | New | 9,939 | $708K |
| Naples Global Advisors, LLC | 0.05% | Reduce -0.5% | 9,621 | $686K |
| State of Wyoming | 0.08% | Reduce -7.5% | 9,459 | $675K |
| Integrated Wealth Concepts LLC | 0.01% | Add +66.4% | 9,455 | $674K |
| Brevan Howard Capital Management LP | 0.01% | New | 9,400 | $670K |
| Curated Wealth Partners LLC | 0.08% | Add +4.1% | 9,389 | $670K |
| Entropy Technologies, LP | 0.05% | New | 8,995 | $642K |
| Peak Financial Advisors LLC | 0.30% | Reduce -0.4% | 8,779 | $626K |
| First National Advisers, LLC | 0.08% | Add +4.9% | 8,720 | $622K |
| XTX Topco Ltd | 0.03% | Reduce -44.7% | 8,711 | $621K |
| Wesbanco Bank Inc. | 0.02% | No change | 8,709 | $621K |
| Trust Point Inc. | 0.05% | Add +25.9% | 8,667 | $618K |
| Limestone Investment Advisors LP | 0.29% | New | 1,000 | $611K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -12.8% | 8,309 | $593K |
| MML Investors Services, LLC | 0.00% | Reduce -2.7% | 8,086 | $577K |
| Commonwealth Equity Services, LLC | 0.00% | Add +45.9% | 8,078 | $576K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.5% | 8,069 | $575K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,927 | $565K |
| Creative Planning | 0.00% | Add +15.4% | 7,659 | $546K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,648 | $545K |
| Caxton Associates LLP | 0.01% | New | 7,481 | $534K |
| World Investment Advisors | 0.01% | Add +0.8% | 7,329 | $523K |
| SG Americas Securities, LLC | 0.00% | Add +188.0% | 7,307 | $521K |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 7,304 | $521K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.0% | 7,241 | $516K |
| State of Wisconsin Investment Board | 0.00% | Reduce -46.1% | 7,114 | $507K |
| Pitcairn Co. | 0.04% | Reduce -16.7% | 6,888 | $491K |
| D.A. Davidson & Co. | 0.00% | No change | 6,766 | $483K |
| Keybank National Association | 0.00% | Add +0.1% | 6,686 | $477K |
| Fulton Bank, N.A. | 0.02% | Add +1.5% | 6,678 | $476K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.03% | New | 6,603 | $471K |
| Aviva PLC | 0.00% | Reduce -18.7% | 6,582 | $469K |
| O'ROURKE & COMPANY, Inc | 0.19% | Add +0.3% | 6,517 | $465K |
| Alamea Verwaltungs GmbH | 0.31% | No change | 6,273 | $447K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 6,213 | $443K |
| Private Advisor Group, LLC | 0.00% | Add +6.9% | 6,098 | $435K |
| GAMCO Investors | 0.00% | No change | 6,000 | $428K |
| Mgo One Seven LLC | 0.01% | New | 5,934 | $423K |
| Pinnacle Financial Partners Inc | 0.01% | Add +0.7% | 5,906 | $421K |
| Xponance LLC | 0.00% | Add +1.2% | 5,863 | $418K |
| Merit Financial Group, LLC | 0.00% | Add +7.8% | 5,850 | $417K |
| Advisory Services Network, LLC | 0.01% | Add +9.6% | 5,748 | $410K |
| Kestra Investment Management, LLC | 0.01% | Reduce -2.2% | 5,731 | $409K |
| Choreo, LLC | 0.01% | Add +2.7% | 5,500 | $392K |
| Heritage Family Offices, LLP | 0.18% | Add +10.2% | 5,446 | $388K |
| New England Research & Management, Inc. | 0.18% | Reduce -64.7% | 5,425 | $387K |
| Bridgefront Capital, LLC | 0.11% | New | 5,258 | $375K |
| Bank of Montreal | 0.00% | Reduce -56.5% | 5,252 | $375K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.1% | 5,214 | $372K |
| MQS Management LLC | 0.22% | New | 5,212 | $372K |
| Praxis Investment Management Inc. | 0.02% | No change | 5,190 | $370K |
| Trajan Wealth LLC | 0.02% | Reduce -16.1% | 5,112 | $365K |
| Fox Run Management, L.L.C. | 0.06% | New | 5,097 | $364K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,964 | $354K |
| Benjamin Edwards Inc. | 0.00% | New | 4,787 | $341K |
| Arax Advisory Partners | 0.00% | Add +1519.3% | 4,777 | $341K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 4,675 | $333K |
| DGS Capital Management, LLC | 0.06% | Add +3.3% | 4,583 | $327K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.2% | 4,538 | $324K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 4,492 | $320K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.4% | 4,396 | $314K |
| Jackson Square Capital, LLC | 0.06% | New | 4,137 | $295K |
| Riverview Capital Advisers, LLC | 0.08% | No change | 4,034 | $288K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.4% | 4,007 | $286K |
| Princeton Capital Management LLC | 0.08% | No change | 4,000 | $285K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.4% | 3,973 | $283K |
| Portside Wealth Group, LLC | 0.04% | Reduce -3.4% | 3,821 | $273K |
| Petros Family Wealth, LLC | 0.21% | Reduce -8.0% | 3,587 | $256K |
| Equitable Holdings, Inc. | 0.00% | Reduce -12.3% | 3,580 | $255K |
| AE Wealth Management LLC | 0.00% | Add +7.7% | 3,572 | $255K |
| Nisa Investment Advisors, LLC | 0.00% | Add +8.7% | 3,524 | $251K |
| QRG Capital Management, Inc. | 0.00% | New | 3,493 | $249K |
| Swiss Life Asset Management Ltd | 0.00% | New | 3,421 | $244K |
| Profund Advisors LLC | 0.01% | Reduce -2.3% | 3,348 | $239K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Add +0.3% | 3,330 | $237K |
| SummitTX Capital, L.P. | 0.01% | Reduce -45.1% | 3,327 | $237K |
| Venturi Wealth Management, LLC | 0.01% | No change | 3,305 | $236K |
| Qsemble Capital Management, LP | 0.02% | Reduce -17.5% | 3,292 | $235K |
| Simon Quick Advisors, LLC | 0.01% | No change | 3,282 | $234K |
| GW Henssler & Associates Ltd. | 0.01% | New | 3,252 | $232K |
| PharVision Advisers, LLC | 0.13% | New | 3,158 | $225K |
| Focus Partners Wealth | 0.00% | New | 3,122 | $223K |
| HSBC Holdings PLC | 0.00% | Reduce -69.5% | 3,075 | $219K |
| Evoke Wealth, LLC | 0.00% | New | 3,020 | $215K |
| Pallas Capital Advisors LLC | 0.01% | New | 3,012 | $215K |
| Sage Rhino Capital LLC | 0.04% | New | 2,990 | $213K |
| Waterloo Capital, L.P. | 0.02% | New | 2,990 | $213K |
| Covestor Ltd | 0.12% | Reduce -5.6% | 2,973 | $212K |
| Parkside Financial Bank & Trust | 0.02% | No change | 2,946 | $210K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -54.4% | 2,903 | $207K |
| Vise Technologies, Inc. | 0.01% | New | 2,896 | $207K |
| Huntington National Bank | 0.00% | No change | 2,275 | $162K |
| Essential Partners LLC | 0.05% | No change | 2,211 | $158K |
| KBC Group NV | 0.00% | No change | 2,015 | $144K |
| Vestcor Inc | 0.00% | Reduce -61.3% | 1,937 | $138K |
| Smartleaf Asset Management LLC | 0.01% | Add +16.4% | 1,865 | $135K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.0% | 1,803 | $129K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +68.2% | 1,849 | $126K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,683 | $120K |
| Jones Financial Companies LLLP | 0.00% | Add +14.8% | 1,624 | $118K |
| Penserra Capital Management LLC | 0.00% | New | 1,602 | $114K |
| GAMMA Investing LLC | 0.01% | Add +25.0% | 1,510 | $108K |
| Parallel Advisors, LLC | 0.00% | No change | 1,283 | $92K |
| Signaturefd, LLC | 0.00% | Add +0.6% | 1,160 | $83K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.6% | 1,113 | $79K |
| IFP Advisors, Inc | 0.00% | Add +6.0% | 1,091 | $78K |
| C M Bidwell & Associates Ltd. | 0.04% | Add +6.7% | 1,062 | $76K |
| Versant Capital Management, Inc | 0.01% | No change | 949 | $68K |
| NewEdge Advisors, LLC | 0.00% | Add +355.6% | 902 | $64K |
| Simplex Trading, LLC | 0.00% | New | 808 | $57K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +18.6% | 708 | $50K |
| HM Payson & Co. | 0.00% | Add +5.8% | 679 | $48K |
| Salomon & Ludwin, LLC | 0.00% | New | 679 | $46K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +65.8% | 630 | $45K |
| UMB Bank, n.a. | 0.00% | Add +11.3% | 622 | $44K |
| Private Trust Co. NA | 0.00% | Add +44.0% | 599 | $43K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +6.7% | 576 | $41K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +10.7% | 568 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +489.3% | 548 | $39K |
| Global Retirement Partners, LLC | 0.00% | Add +103.0% | 544 | $39K |
| Quarry LP | 0.01% | Add +1811.1% | 516 | $37K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 503 | $36K |
| Farther Finance Advisors, LLC | 0.00% | Add +41.3% | 472 | $34K |
| Allworth Financial LP | 0.00% | Add +153.9% | 419 | $30K |
| Crewe Advisors LLC | 0.00% | New | 415 | $30K |
| Bessemer Group Inc. | 0.00% | Add +89.8% | 389 | $28K |
| City State Bank | 0.01% | No change | 350 | $25K |
| Fifth Third Bancorp | 0.00% | Add +0.3% | 341 | $24K |
| Colonial Trust Co / SC | 0.00% | Add +0.6% | 326 | $23K |
| CI Investments Inc. | 0.00% | Reduce -53.9% | 324 | $23K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +673.2% | 317 | $23K |
| LRI Investments, LLC | 0.00% | Add +186.4% | 295 | $21K |
| Larson Financial Group LLC | 0.00% | Add +12.0% | 261 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | New | 257 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Add +181.1% | 253 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 250 | $18K |
| WPG Advisers, LLC | 0.01% | Add +40.5% | 229 | $16K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.8% | 225 | $16K |
| Wealthspire Advisors, LLC | 0.00% | New | 215 | $15K |
| United Community Bank | 0.00% | New | 205 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 200 | $14K |
| Rise Advisors, LLC | 0.00% | Add +0.6% | 182 | $13K |
| Sterling Capital Management LLC | 0.00% | No change | 180 | $13K |
| Private Wealth Management Group, LLC | 0.00% | No change | 147 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +6.0% | 141 | $10K |
| Optiver Holding B.V. | 0.00% | New | 139 | $10K |
| Stone House Investment Management, LLC | 0.00% | Add +7.9% | 137 | $10K |
| Principal Securities, Inc. | 0.00% | Add +13.9% | 131 | $9K |
| Rothschild Investment LLC | 0.00% | Reduce -17.2% | 120 | $9K |
| Salem Investment Counselors Inc. | 0.00% | No change | 105 | $7K |
| Hilltop National Bank | 0.00% | No change | 100 | $7K |
| Danske Bank A/S | 0.00% | No change | 100 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -3.1% | 93 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 89 | $6K |
| Spire Wealth Management | 0.00% | Add +2.4% | 84 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 78 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 69 | $5K |
| High Note Wealth, LLC | 0.00% | Add +4.6% | 68 | $5K |
| NBT Bank, N.A. | 0.00% | Add +20.3% | 71 | $4K |
| Group One Trading LLC | 0.00% | New | 57 | $4K |
| Key Financial Inc | 0.00% | No change | 59 | $4K |
| Dogwood Wealth Management LLC | 0.00% | New | 54 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 43 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 44 | $3K |
| CVA Family Office, LLC | 0.00% | Add +200.0% | 39 | $3K |
| Palisade Asset Management, LLC | 0.00% | New | 36 | $3K |
| Quadrant Capital Group LLC | 0.00% | New | 31 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 29 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -9.7% | 28 | $2K |
| Binnacle Investments Inc | 0.00% | New | 25 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.8% | 20 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 18 | $1K |
| Hemington Wealth Management | 0.00% | Add +266.7% | 22 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 20 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 14 | $998 |
| Fortitude Family Office, LLC | 0.00% | Add +266.7% | 11 | $785 |
| Hughes Financial Services, LLC | 0.00% | No change | 10 | $634 |
| Rossby Financial, LCC | 0.00% | New | 8 | $550 |
| S&T Bank | 0.00% | Add +20.0% | 6 | $428 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $357 |
| New Millennium Group LLC | 0.00% | New | 5 | $357 |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 5 | $357 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $214 |
| Abound Wealth Management | 0.00% | No change | 3 | $214 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $214 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $143 |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $143 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -88.9% | 1 | $71 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $71 |
| Cloud Capital Management, LLC | 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.