Moelis & Co. Class AMC
13F holders, Q4 2025 (December 31)399holders +3
42new positions
49sold out
9famous investors
$68.80avg. 13F price*
At the end of Q4 2025, 399 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, up 3 from Q3 2025. 42 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($605.6M), Vanguard Group Inc. ($584.9M) and Kayne Anderson Rudnick Investment Management LLC ($414.8M). 9 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 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $155.9M |
| Exits | 49 | $72.2M |
All 13F filers, Q3 2025 → Q4 2025: 5,248,037 shares bought and 4,426,729 shares sold, net +821,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 399 holders
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 8,809,808 | $605.6M |
| Vanguard Group Inc. | 0.01% | Reduce -2.6% | 8,509,013 | $584.9M |
| Kayne Anderson Rudnick Investment Management LLC | 1.11% | Reduce -6.6% | 6,033,755 | $414.8M |
| Wasatch Advisors LP | 1.40% | Add +3.9% | 3,432,623 | $236.0M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.1% | 3,194,479 | $219.6M |
| London Co. of Virginia | 1.21% | Reduce -6.2% | 3,061,979 | $210.5M |
| State Street Corp. | 0.01% | Reduce -1.0% | 2,856,379 | $196.3M |
| Ameriprise Financial Inc. | 0.04% | Add +17.9% | 2,678,168 | $184.1M |
| Geode Capital Management, LLC | 0.01% | Add +0.1% | 2,085,586 | $143.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +5.0% | 1,876,578 | $129.0M |
| Timucuan Asset Management Inc. | 3.14% | Reduce -1.1% | 1,405,796 | $96.6M |
| HighTower Advisors, LLC | 0.10% | Add +10.3% | 1,385,692 | $95.3M |
| Madison Asset Management, LLC | 0.96% | Reduce -5.2% | 1,218,178 | $83.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +9.5% | 1,216,644 | $83.6M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 1,025,893 | $70.5M |
| Natixis Advisors, LLC | 0.10% | Add +11.0% | 1,019,832 | $70.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -18.7% | 1,004,824 | $69.1M |
| Heard Capital LLC | 3.17% | Add +29.7% | 981,510 | $67.5M |
| Wells Fargo & Company | 0.01% | Add +1.8% | 940,910 | $64.7M |
| Jennison Associates LLC | 0.04% | Add +4.2% | 935,531 | $64.3M |
| Balyasny Asset Management L.P. | 0.12% | New | 885,321 | $60.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +9.9% | 825,722 | $56.8M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 813,212 | $55.9M |
| Northern Trust Corp. | 0.01% | Reduce -8.8% | 786,698 | $54.1M |
| Capital World Investors | 0.01% | No change | 719,000 | $49.4M |
| Bank of America Corp. | 0.00% | Reduce -11.0% | 687,700 | $47.3M |
| UBS Group AG | 0.01% | Reduce -8.4% | 624,407 | $42.9M |
| Norges Bank | 0.00% | — | 624,365 | $42.9M |
| Emerald Advisers, LLC | 1.30% | Add +36.4% | 615,594 | $42.3M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +5.4% | 571,167 | $39.3M |
| Baron Capital (BAMCO) | 0.10% | Reduce -2.4% | 513,197 | $35.3M |
| Voya Investment Management LLC | 0.04% | Reduce -17.2% | 468,549 | $32.2M |
| Fisher Asset Management | 0.01% | Reduce -7.0% | 456,892 | $31.4M |
| Royal Bank of Canada | 0.01% | Reduce -35.8% | 453,972 | $31.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.3% | 435,801 | $30.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +7.6% | 381,458 | $29.2M |
| Tributary Capital Management, LLC | 2.50% | Reduce -6.8% | 369,765 | $25.4M |
| Emerald Mutual Fund Advisers Trust | 1.22% | Add +33.0% | 363,523 | $25.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.3% | 353,873 | $24.3M |
| Lord, Abbett & Co. LLC | 0.08% | Reduce -49.9% | 348,439 | $24.0M |
| Freestone Grove Partners LP | 0.17% | New | 345,769 | $23.8M |
| Artisan Partners Limited Partnership | 0.04% | Reduce -15.7% | 343,997 | $23.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.5% | 340,863 | $23.4M |
| Sei Investments Co. | 0.02% | Add +2.4% | 333,322 | $22.9M |
| Canada Pension Plan Investment Board | 0.01% | Add +66.6% | 321,800 | $22.1M |
| Capital Management Corp. | 3.48% | Add +35.2% | 308,624 | $21.2M |
| Renaissance Technologies | 0.03% | Reduce -19.9% | 295,944 | $20.3M |
| Axiom Investors LLC | 0.16% | Reduce -16.5% | 261,097 | $17.9M |
| Public Sector Pension Investment Board | 0.06% | Reduce -11.5% | 256,092 | $17.6M |
| Deutsche Bank AG | 0.01% | Reduce -2.5% | 252,886 | $17.4M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 239,900 | $16.5M |
| AQR Capital Management | 0.01% | Add +25.2% | 234,196 | $16.1M |
| Channing Capital Management, LLC | 0.41% | New | 233,532 | $16.1M |
| Cramer Rosenthal McGlynn LLC | 0.98% | Reduce -8.0% | 221,463 | $15.2M |
| Nuveen, LLC | 0.00% | Reduce -32.3% | 213,598 | $14.7M |
| Tudor Investment Corporation | 0.08% | Add +159.3% | 207,885 | $14.3M |
| Legal & General Group Plc | 0.00% | Reduce -6.3% | 199,662 | $13.7M |
| Rhumbline Advisers | 0.01% | Reduce -6.0% | 198,191 | $13.6M |
| Cander Asset Management LP | 2.50% | — | 196,678 | $13.5M |
| Invesco Ltd. | 0.00% | Reduce -7.6% | 193,390 | $13.3M |
| Citadel Advisors | 0.01% | Add +282.0% | 188,210 | $12.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +36.4% | 187,807 | $12.9M |
| Assenagon Asset Management S.A. | 0.02% | Add +714.3% | 182,147 | $12.5M |
| Winslow Asset Management Inc. | 2.14% | Add +0.2% | 169,019 | $11.6M |
| Royce & Associates LP | 0.11% | Add +46.1% | 163,661 | $11.3M |
| Susquehanna Portfolio Strategies, LLC | 0.16% | Reduce -4.5% | 151,452 | $10.4M |
| Swiss National Bank | 0.01% | Add +1.8% | 146,400 | $10.1M |
| Pier Capital, LLC | 1.55% | Reduce -0.8% | 141,352 | $9.7M |
| D. E. Shaw & Co. | 0.01% | New | 134,411 | $9.2M |
| Stifel Financial Corp. | 0.01% | Reduce -3.4% | 133,466 | $9.2M |
| Barclays PLC | 0.00% | Add +8.1% | 130,959 | $9.0M |
| FMR LLC | 0.00% | Reduce -13.2% | 122,640 | $8.4M |
| Longaeva Partners L.P. | 0.91% | New | 110,660 | $7.6M |
| New York State Common Retirement Fund | 0.01% | Add +47.5% | 108,983 | $7.5M |
| Diversify Wealth Management, LLC | 0.33% | Add +1.2% | 94,930 | $7.0M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -0.8% | 105,801 | $6.8M |
| Regions Financial Corp. | 0.04% | Reduce -1.6% | 97,720 | $6.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.6% | 89,081 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.9% | 88,675 | $6.1M |
| Millennium Management | 0.00% | Add +2.5% | 87,842 | $6.0M |
| First Trust Advisors LP | 0.00% | Add +176.5% | 87,666 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +12.6% | 86,234 | $5.9M |
| Blue Zone Wealth Advisors, LLC | 1.08% | Add +1.1% | 82,540 | $5.7M |
| Alps Advisors Inc. | 0.03% | Reduce -5.7% | 80,738 | $5.5M |
| Callan Family Office, LLC | 0.12% | Reduce -1.5% | 80,646 | $5.5M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -0.7% | 79,301 | $5.5M |
| Palisades Investment Partners, LLC | 2.02% | Add +2.1% | 77,940 | $5.4M |
| Empowered Funds, LLC | 0.09% | Add +16.3% | 76,054 | $5.2M |
| Holocene Advisors, LP | 0.01% | New | 73,193 | $5.0M |
| Federated Hermes, Inc. | 0.01% | Add +162.1% | 72,836 | $5.0M |
| Prudential Financial Inc. | 0.01% | Reduce -29.2% | 70,720 | $5.0M |
| EFG International AG | 0.09% | — | 71,000 | $4.9M |
| California State Teachers Retirement System | 0.00% | Add +1.9% | 70,476 | $4.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -3.3% | 66,898 | $4.6M |
| BW Gestao de Investimentos Ltda. | 0.16% | New | 64,000 | $4.4M |
| LPL Financial LLC | 0.00% | Add +0.5% | 63,003 | $4.3M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +27.7% | 62,574 | $4.3M |
| New Age Alpha Advisors, LLC | 0.18% | Add +3278.2% | 60,908 | $4.2M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +1.8% | 55,106 | $3.8M |
| &partners | 0.02% | Add +3.1% | 52,991 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.0% | 50,846 | $3.5M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -4.5% | 50,738 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Add +25.0% | 50,466 | $3.5M |
| PARK CIRCLE Co | 3.11% | No change | 50,176 | $3.4M |
| Hilton Capital Management, LLC | 0.25% | Add +10.9% | 48,556 | $3.3M |
| Neuberger Berman Group LLC | 0.00% | Add +0.6% | 47,370 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -58.5% | 44,722 | $3.1M |
| First National Bank of Omaha | 0.09% | Reduce -1.2% | 44,221 | $3.0M |
| NewEdge Wealth, LLC | 0.03% | Reduce -5.5% | 44,093 | $3.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.8% | 41,493 | $2.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -28.6% | 40,600 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -13.0% | 40,149 | $2.8M |
| Verdence Capital Advisors LLC | 0.16% | Reduce -0.1% | 39,279 | $2.7M |
| Comerica Bank | 0.01% | Reduce -15.8% | 37,534 | $2.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -8.4% | 37,201 | $2.6M |
| Magnetar Financial LLC | 0.03% | New | 36,516 | $2.5M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -4.4% | 36,466 | $2.5M |
| New York State Teachers Retirement System | 0.00% | Add +26.2% | 35,940 | $2.5M |
| Man Group plc | 0.00% | Add +7.9% | 35,911 | $2.5M |
| Diversify Advisory Services, LLC | 0.08% | Add +9.6% | 31,743 | $2.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -15.2% | 34,110 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +15.4% | 35,370 | $2.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -85.9% | 34,626 | $2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.1% | 34,518 | $2.4M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.6% | 33,900 | $2.3M |
| Tidal Investments LLC | 0.01% | Add +9.2% | 33,895 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +62.3% | 33,555 | $2.3M |
| Fred Alger Management, LLC | 0.01% | Reduce -0.1% | 32,949 | $2.3M |
| Moran Wealth Management, LLC | 0.07% | Reduce -13.7% | 32,786 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.8% | 32,555 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.0% | 32,554 | $2.2M |
| Gabelli Funds LLC | 0.02% | Add +30.6% | 32,050 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -10.5% | 31,839 | $2.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 31,229 | $2.1M |
| Zacks Investment Management | 0.02% | Add +3.5% | 31,056 | $2.1M |
| SG Americas Securities, LLC | 0.00% | Add +312.6% | 30,145 | $2.1M |
| Eagle Rock Investment Company, LLC | 0.29% | No change | 30,105 | $2.1M |
| Knights of Columbus Asset Advisors LLC | 0.12% | New | 29,635 | $2.0M |
| Quantinno Capital Management LP | 0.00% | Add +65.3% | 28,837 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +3.3% | 28,215 | $1.9M |
| Salvus Wealth Management, LLC | 1.07% | Add +1.2% | 27,890 | $1.9M |
| Intech Investment Management LLC | 0.02% | No change | 27,218 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -30.3% | 26,782 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.6% | 26,399 | $1.8M |
| American Century Companies Inc. | 0.00% | Reduce -27.3% | 25,962 | $1.8M |
| Jefferies Financial Group Inc. | 0.01% | New | 24,803 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -4.4% | 24,179 | $1.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +5.3% | 22,781 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -12.8% | 20,702 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -6.8% | 21,679 | $1.5M |
| Amalgamated Bank | 0.01% | Add +1.5% | 21,557 | $1.5M |
| Greenwood Capital Associates LLC | 0.16% | Add +1.3% | 21,402 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +6.5% | 21,064 | $1.4M |
| Integrated Quantitative Investments LLC | 0.31% | Add +18.9% | 20,981 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -10.3% | 20,902 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -4.9% | 20,875 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -1.5% | 20,267 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +541.5% | 19,726 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,010 | $1.3M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 18,970 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -70.5% | 18,377 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.0% | 18,319 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -9.6% | 18,178 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Add +8.2% | 17,251 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.2% | 16,955 | $1.2M |
| SkyView Investment Advisors, LLC | 0.15% | Add +0.9% | 16,762 | $1.2M |
| Campbell Newman Asset Management Inc. | 0.08% | Reduce -3.5% | 16,565 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +2.6% | 15,900 | $1.1M |
| State of Wyoming | 0.12% | Add +64.9% | 15,594 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.1% | 15,377 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.8% | 15,359 | $1.1M |
| J2 Capital Management Inc | 0.77% | Add +13.4% | 15,344 | $1.1M |
| Mariner, LLC | 0.00% | Add +17.6% | 15,117 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +18.0% | 14,962 | $1.0M |
| Harbor Advisors LLC | 0.15% | No change | 14,800 | $1.0M |
| STRS Ohio | 0.00% | Reduce -26.7% | 14,800 | $1.0M |
| Versor Investments LP | 0.16% | Add +42.7% | 14,700 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.9% | 14,667 | $1.0M |
| ProShare Advisors LLC | 0.00% | Add +3.1% | 14,435 | $992K |
| Cwm, LLC | 0.00% | Add +38.6% | 14,190 | $975K |
| Drucker Wealth 3.0, LLC | 0.17% | Add +0.3% | 13,850 | $952K |
| Sierra Summit Advisors LLC | 0.13% | New | 12,686 | $872K |
| Susquehanna International Group, LLP | 0.00% | Add +11.9% | 12,201 | $839K |
| Cetera Investment Advisers | 0.00% | Add +13.4% | 12,147 | $835K |
| Sandler Capital Management | 0.37% | Reduce -57.4% | 11,988 | $824K |
| Curated Wealth Partners LLC | 0.09% | Add +27.4% | 11,957 | $822K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.5% | 11,515 | $792K |
| Squarepoint Ops LLC | 0.00% | Reduce -72.0% | 11,417 | $785K |
| Franklin Resources Inc. | 0.00% | Add +6.8% | 11,400 | $784K |
| Strata Wealth Advisors, LLC | 0.22% | Reduce -52.3% | 11,397 | $783K |
| Captrust Financial Advisors | 0.00% | Add +10.9% | 11,368 | $781K |
| Quantum Private Wealth, LLC | 0.23% | Reduce -3.7% | 11,314 | $778K |
| Geneos Wealth Management Inc. | 0.02% | No change | 11,160 | $767K |
| Impact Capital Partners LLC | 0.23% | Reduce -7.1% | 11,148 | $766K |
| Limestone Investment Advisors LP | 0.54% | No change | 1,000 | $758K |
| Maryland State Retirement & Pension System | 0.02% | Add +2.3% | 10,906 | $750K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.7% | 10,658 | $733K |
| Odyssean, LLC | 0.52% | — | 10,618 | $730K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +1.0% | 10,522 | $723K |
| Corient Private Wealth LP | 0.00% | Add +43.6% | 10,486 | $721K |
| US Bancorp \de | 0.00% | Add +4.0% | 10,479 | $720K |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 10,459 | $719K |
| Invst, LLC | 0.08% | Reduce -7.3% | 10,199 | $701K |
| Argent Trust Co | 0.02% | Reduce -26.8% | 9,734 | $669K |
| Naples Global Advisors, LLC | 0.05% | Reduce -2.9% | 9,341 | $642K |
| Wesbanco Bank Inc. | 0.02% | Add +2.1% | 8,889 | $611K |
| Indivisible Partners | 0.07% | — | 8,782 | $604K |
| Trust Point Inc. | 0.05% | Reduce -0.6% | 8,612 | $592K |
| Merit Financial Group, LLC | 0.00% | Add +45.7% | 8,524 | $586K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.4% | 8,515 | $585K |
| Peak Financial Advisors LLC | 0.26% | Reduce -3.1% | 8,507 | $585K |
| Mutual of America Capital Management LLC | 0.01% | Add +1.8% | 8,457 | $581K |
| First National Advisers, LLC | 0.08% | Reduce -4.5% | 8,323 | $572K |
| Advyzon Investment Management, LLC | 0.06% | New | 8,066 | $554K |
| AlphaQuest LLC | 0.03% | Reduce -82.1% | 7,671 | $527K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.9% | 7,671 | $527K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,648 | $526K |
| Creative Planning | 0.00% | Reduce -0.1% | 7,649 | $526K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.2% | 7,579 | $521K |
| Aviva PLC | 0.00% | Add +13.5% | 7,470 | $513K |
| Independent Financial Group, LLC | 0.01% | New | 7,461 | $513K |
| XTX Topco Ltd | 0.01% | Reduce -16.0% | 7,318 | $503K |
| Keybank National Association | 0.00% | Add +8.3% | 7,238 | $498K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.1% | 7,230 | $497K |
| DGS Capital Management, LLC | 0.08% | Add +50.8% | 6,912 | $475K |
| MML Investors Services, LLC | 0.00% | Reduce -15.3% | 6,851 | $471K |
| Verition Fund Management LLC | 0.00% | Reduce -81.3% | 6,800 | $467K |
| Farringdon Capital, Ltd. | 0.11% | New | 6,685 | $460K |
| Picton Mahoney Asset Management | 0.01% | New | 6,670 | $458K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.5% | 6,666 | $458K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.03% | No change | 6,603 | $454K |
| Nisa Investment Advisors, LLC | 0.00% | Add +84.1% | 6,487 | $446K |
| Fulton Bank, N.A. | 0.02% | Reduce -3.0% | 6,481 | $446K |
| O'ROURKE & COMPANY, Inc | 0.17% | Reduce -0.9% | 6,460 | $444K |
| Mgo One Seven LLC | 0.01% | Add +8.8% | 6,453 | $444K |
| Swiss Life Asset Management Ltd | 0.00% | Add +87.9% | 6,427 | $442K |
| World Investment Advisors | 0.01% | Reduce -14.2% | 6,289 | $432K |
| Private Advisor Group, LLC | 0.00% | Add +1.6% | 6,193 | $426K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 6,187 | $425K |
| QRG Capital Management, Inc. | 0.00% | Add +73.9% | 6,075 | $418K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.9% | 6,036 | $415K |
| New England Research & Management, Inc. | 0.18% | Add +10.6% | 6,000 | $412K |
| GAMCO Investors | 0.00% | No change | 6,000 | $412K |
| Xponance LLC | 0.00% | Add +0.6% | 5,895 | $405K |
| Profund Advisors LLC | 0.01% | Add +72.8% | 5,785 | $398K |
| Choreo, LLC | 0.01% | Add +1.3% | 5,572 | $393K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.7% | 5,650 | $388K |
| Kestra Investment Management, LLC | 0.01% | Reduce -3.0% | 5,557 | $382K |
| Mackenzie Financial Corp. | 0.00% | Reduce -92.8% | 5,424 | $381K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.0% | 5,512 | $379K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.1% | 5,219 | $359K |
| Praxis Investment Management Inc. | 0.02% | No change | 5,190 | $357K |
| Ieq Capital, LLC | 0.00% | New | 5,189 | $357K |
| Bank of Montreal | 0.00% | Reduce -4.0% | 5,042 | $347K |
| Focus Partners Wealth | 0.00% | Add +61.0% | 5,028 | $346K |
| Cibc World Markets Corp. | 0.00% | — | 4,920 | $338K |
| Benjamin Edwards Inc. | 0.00% | Add +2.4% | 4,903 | $337K |
| Trajan Wealth LLC | 0.01% | Reduce -5.0% | 4,858 | $334K |
| Heritage Family Offices, LLP | 0.15% | Reduce -12.0% | 4,791 | $329K |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 4,675 | $321K |
| AE Wealth Management LLC | 0.00% | Add +26.6% | 4,523 | $311K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -52.4% | 4,497 | $309K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 4,492 | $309K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.8% | 4,455 | $306K |
| CIBC Asset Management Inc | 0.00% | Reduce -4.1% | 4,217 | $290K |
| Modern Wealth Management, LLC | 0.01% | New | 4,061 | $279K |
| State of Wisconsin Investment Board | 0.00% | Reduce -43.3% | 4,035 | $277K |
| Princeton Capital Management LLC | 0.07% | No change | 4,000 | $275K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.4% | 3,916 | $269K |
| Jump Financial, LLC | 0.00% | Reduce -73.5% | 3,900 | $268K |
| Covestor Ltd | 0.14% | Add +29.4% | 3,846 | $264K |
| Capstone Investment Advisors, LLC | 0.00% | New | 3,827 | $263K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.2% | 3,599 | $247K |
| GW Henssler & Associates Ltd. | 0.01% | Add +5.6% | 3,433 | $236K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -0.1% | 3,280 | $225K |
| Pallas Capital Advisors LLC | 0.01% | Add +7.5% | 3,237 | $223K |
| Petros Family Wealth, LLC | 0.15% | Reduce -10.2% | 3,221 | $221K |
| Vise Technologies, Inc. | 0.00% | Add +10.7% | 3,205 | $220K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -4.7% | 3,173 | $218K |
| Brown Advisory Inc. | 0.00% | New | 3,122 | $215K |
| Portside Wealth Group, LLC | 0.03% | Reduce -19.1% | 3,091 | $212K |
| Equitable Holdings, Inc. | 0.00% | Reduce -13.9% | 3,081 | $212K |
| Evoke Wealth, LLC | 0.00% | Add +1.7% | 3,072 | $211K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,067 | $211K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -7.5% | 3,057 | $210K |
| Waterloo Capital, L.P. | 0.01% | Add +0.2% | 2,997 | $206K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.7% | 2,966 | $204K |
| Sage Rhino Capital LLC | 0.04% | Reduce -1.2% | 2,954 | $203K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -16.6% | 2,421 | $166K |
| Jones Financial Companies LLLP | 0.00% | Add +42.7% | 2,318 | $159K |
| Huntington National Bank | 0.00% | Reduce -0.4% | 2,265 | $156K |
| Essential Partners LLC | 0.05% | Add +0.8% | 2,229 | $153K |
| Bayforest Capital Ltd | 0.11% | New | 2,158 | $148K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,136 | $147K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,849 | $142K |
| Kemnay Advisory Services Inc. | 0.02% | New | 2,041 | $140K |
| KBC Group NV | 0.00% | No change | 2,015 | $139K |
| Smartleaf Asset Management LLC | 0.01% | Add +3.0% | 1,921 | $135K |
| Vestcor Inc | 0.00% | No change | 1,937 | $133K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,683 | $116K |
| GAMMA Investing LLC | 0.01% | Add +2.9% | 1,553 | $107K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,505 | $103K |
| Parallel Advisors, LLC | 0.00% | Add +4.8% | 1,345 | $92K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.0% | 1,169 | $80K |
| Signaturefd, LLC | 0.00% | Reduce -0.6% | 1,153 | $79K |
| IFP Advisors, Inc | 0.00% | Reduce -1.4% | 1,076 | $74K |
| C M Bidwell & Associates Ltd. | 0.03% | Add +0.5% | 1,067 | $73K |
| Global Retirement Partners, LLC | 0.00% | Add +83.1% | 996 | $68K |
| Versant Capital Management, Inc | 0.01% | No change | 949 | $65K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +45.1% | 824 | $57K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +15.8% | 820 | $56K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -1.5% | 669 | $50K |
| Simplex Trading, LLC | 0.00% | Reduce -15.8% | 680 | $47K |
| HM Payson & Co. | 0.00% | No change | 679 | $47K |
| Private Trust Co. NA | 0.00% | Add +12.3% | 673 | $46K |
| UMB Bank, n.a. | 0.00% | Add +7.4% | 668 | $46K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 630 | $43K |
| Bessemer Group Inc. | 0.00% | Add +58.1% | 615 | $43K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.1% | 535 | $37K |
| Allworth Financial LP | 0.00% | Add +19.1% | 499 | $34K |
| Sterling Capital Management LLC | 0.00% | Add +170.6% | 487 | $33K |
| eCIO, Inc. | 0.02% | New | 483 | $33K |
| MAI Capital Management | 0.00% | New | 455 | $31K |
| NewEdge Advisors, LLC | 0.00% | Reduce -52.4% | 429 | $29K |
| Fifth Third Bancorp | 0.00% | Add +25.2% | 427 | $29K |
| Hantz Financial Services, Inc. | 0.00% | Add +64.4% | 416 | $29K |
| Crewe Advisors LLC | 0.00% | No change | 415 | $29K |
| V-Square Quantitative Management LLC | 0.00% | New | 400 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.5% | 394 | $27K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +24.3% | 394 | $27K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.9% | 357 | $25K |
| City State Bank | 0.01% | No change | 350 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | Add +34.6% | 346 | $24K |
| Colonial Trust Co / SC | 0.00% | Add +2.1% | 333 | $23K |
| Summit Securities Group LLC | 0.00% | New | 323 | $22K |
| Larson Financial Group LLC | 0.00% | Add +14.9% | 300 | $21K |
| Arax Advisory Partners | 0.00% | Reduce -93.8% | 296 | $20K |
| LRI Investments, LLC | 0.00% | Reduce -3.7% | 284 | $20K |
| CIBC Private Wealth Group LLC | 0.00% | Add +25800.0% | 259 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +406.8% | 223 | $17K |
| Trust Co. of Vermont | 0.00% | No change | 250 | $17K |
| Rothschild Investment LLC | 0.00% | Add +96.7% | 236 | $16K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.8% | 229 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 200 | $14K |
| DV Trading LLC | 0.00% | — | 200 | $14K |
| Eastern Bank | 0.00% | New | 171 | $12K |
| WPG Advisers, LLC | 0.01% | Reduce -28.8% | 163 | $11K |
| McGuire Capital Advisors Inc. | 0.01% | — | 163 | $11K |
| Bare Financial Services, Inc | 0.00% | Add +14.9% | 162 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Add +124.6% | 155 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 147 | $10K |
| Root Financial Partners, LLC | 0.00% | Add +48.7% | 116 | $8K |
| Ancora Advisors LLC | 0.00% | New | 106 | $7K |
| Hilltop National Bank | 0.00% | No change | 100 | $7K |
| Danske Bank A/S | 0.00% | No change | 100 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 89 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -2.1% | 91 | $6K |
| SageView Advisory Group, LLC | 0.00% | New | 85 | $6K |
| Stone House Investment Management, LLC | 0.00% | Reduce -40.9% | 81 | $6K |
| Nvest Wealth Strategies, Inc. | 0.00% | — | 75 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $5K |
| High Note Wealth, LLC | 0.00% | Reduce -4.4% | 65 | $4K |
| Bravera Wealth | 0.00% | — | 63 | $4K |
| NBT Bank, N.A. | 0.00% | Reduce -2.8% | 69 | $4K |
| Dogwood Wealth Management LLC | 0.00% | No change | 54 | $4K |
| Park Place Capital Corp | 0.00% | New | 50 | $3K |
| Optima Capital LLC | 0.00% | New | 48 | $3K |
| Zions Bancorporation, National Association | 0.00% | New | 46 | $3K |
| Assetmark, Inc. | 0.00% | Add +64.3% | 46 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 43 | $3K |
| SouthState Bank Corp | 0.00% | New | 41 | $3K |
| Union Savings Bank | 0.00% | — | 39 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 38 | $3K |
| Group One Trading LLC | 0.00% | Reduce -40.4% | 34 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 31 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 29 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +35.0% | 27 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +500.0% | 18 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 14 | $962 |
| Ankerstar Wealth, LLC | 0.00% | — | 13 | $894 |
| CVA Family Office, LLC | 0.00% | Reduce -66.7% | 13 | $894 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 12 | $825 |
| Sunbelt Securities, Inc. | 0.00% | New | 11 | $756 |
| Rossby Financial, LCC | 0.00% | Add +25.0% | 10 | $687 |
| Hughes Financial Services, LLC | 0.00% | No change | 10 | $687 |
| Torren Management, LLC | 0.00% | — | 10 | $655 |
| Fortitude Family Office, LLC | 0.00% | Reduce -36.4% | 7 | $481 |
| S&T Bank | 0.00% | No change | 6 | $412 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 5 | $347 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $344 |
| Gilpin Wealth Management, LLC | 0.00% | — | 4 | $275 |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 4 | $275 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 4 | $275 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $207 |
| Abound Wealth Management | 0.00% | No change | 3 | $207 |
| Harbour Investments, Inc. | 0.00% | New | 3 | $206 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $110 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $68 |
"% of holder's portfolio" is MC's weight in each manager's 13F, not the share of Moelis & Co. Class A the manager owns.