Moelis & Co. Class AMC
13F holders, Q1 2026 (March 31)401holders +2
56new positions
53sold out
8famous investors
$56.96avg. 13F price*
At the end of Q1 2026, 401 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, up 2 from Q4 2025. 56 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($501.7M), Kayne Anderson Rudnick Investment Management LLC ($329.3M) and Vanguard Portfolio Management LLC ($263.8M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Moelis & Co. Class A
- CUSIP
- 60786M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $177.2M |
| Exits | 53 | $170.9M |
All 13F filers, Q4 2025 → Q1 2026: 10,347,144 shares bought and 6,880,975 shares sold, net +3,466,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 401 holders
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 8,802,109 | $501.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.97% | Reduce -4.2% | 5,777,773 | $329.3M |
| Vanguard Portfolio Management LLC | 0.01% | — | 4,628,683 | $263.8M |
| Wasatch Advisors LP | 1.42% | Add +9.0% | 3,742,624 | $213.3M |
| Vanguard Capital Management LLC | 0.00% | — | 3,315,040 | $189.0M |
| State Street Corp. | 0.01% | Add +2.3% | 2,921,129 | $166.5M |
| London Co. of Virginia | 1.02% | Reduce -5.2% | 2,903,947 | $165.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -15.4% | 2,703,182 | $154.1M |
| Geode Capital Management, LLC | 0.01% | Add +4.0% | 2,169,253 | $123.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -19.8% | 2,147,192 | $122.4M |
| HighTower Advisors, LLC | 0.11% | Add +28.8% | 1,785,339 | $101.8M |
| Madison Asset Management, LLC | 1.25% | Add +45.6% | 1,773,735 | $101.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.5% | 1,755,018 | $100.0M |
| Timucuan Asset Management Inc. | 3.18% | Add +7.8% | 1,514,701 | $86.3M |
| Natixis Advisors, LLC | 0.11% | Add +32.6% | 1,352,595 | $77.1M |
| Channing Capital Management, LLC | 1.91% | Add +460.1% | 1,308,095 | $74.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +5.0% | 1,277,774 | $72.8M |
| Jones Financial Companies LLLP | 0.03% | Add +55574.7% | 1,290,540 | $70.1M |
| Nomura Asset Management International Inc. | 0.12% | New | 1,193,768 | $68.0M |
| JPMorgan Chase & Co. | 0.00% | Add +14.8% | 1,177,612 | $64.7M |
| Fisher Asset Management | 0.02% | Add +125.1% | 1,028,637 | $58.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.1% | 993,897 | $56.7M |
| Heard Capital LLC | 2.89% | Reduce -0.2% | 979,810 | $55.8M |
| Morgan Stanley | 0.00% | Add +16.7% | 948,994 | $54.1M |
| Wells Fargo & Company | 0.01% | Reduce -1.4% | 927,731 | $52.9M |
| Northern Trust Corp. | 0.01% | Add +3.0% | 810,466 | $46.2M |
| Jennison Associates LLC | 0.03% | Reduce -15.3% | 792,617 | $45.2M |
| Capital World Investors | 0.01% | No change | 719,000 | $41.0M |
| Bank of America Corp. | 0.00% | Add +0.9% | 693,812 | $39.5M |
| Royal Bank of Canada | 0.01% | Add +43.1% | 649,724 | $37.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -0.9% | 566,155 | $32.3M |
| Emerald Advisers, LLC | 0.99% | Reduce -11.0% | 548,077 | $31.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 514,422 | $29.3M |
| Tributary Capital Management, LLC | 2.63% | Add +28.8% | 476,195 | $27.1M |
| UBS Group AG | 0.00% | Reduce -24.6% | 470,986 | $26.8M |
| Raymond James Financial Inc. | 0.01% | Add +6.4% | 463,510 | $26.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.7% | 387,659 | $22.1M |
| Fort Washington Investment Advisors Inc. | 0.12% | New | 380,720 | $21.7M |
| New York State Common Retirement Fund | 0.03% | Add +239.7% | 370,220 | $21.1M |
| Voya Investment Management LLC | 0.03% | Reduce -21.5% | 367,936 | $21.0M |
| Principal Financial Group Inc. | 0.01% | Add +2.3% | 361,858 | $20.6M |
| Capital Management Corp. | 3.46% | Add +15.1% | 355,238 | $20.2M |
| AQR Capital Management | 0.01% | Add +48.8% | 348,381 | $19.9M |
| Emerald Mutual Fund Advisers Trust | 0.95% | Reduce -5.8% | 342,465 | $19.5M |
| Royce & Associates LP | 0.19% | Add +101.6% | 329,989 | $18.8M |
| Sei Investments Co. | 0.02% | Reduce -2.1% | 326,357 | $18.6M |
| Deutsche Bank AG | 0.01% | Add +19.5% | 302,266 | $17.2M |
| Public Sector Pension Investment Board | 0.05% | Add +11.6% | 285,752 | $16.3M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -11.3% | 285,400 | $16.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -25.7% | 283,530 | $16.0M |
| Lord, Abbett & Co. LLC | 0.05% | Reduce -19.9% | 279,094 | $15.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 273,954 | $15.6M |
| Millennium Management | 0.01% | Add +182.5% | 248,159 | $14.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -71.3% | 237,321 | $13.5M |
| Renaissance Technologies | 0.02% | Reduce -25.8% | 219,500 | $12.5M |
| Rhumbline Advisers | 0.01% | Add +4.0% | 206,172 | $11.8M |
| Invesco Ltd. | 0.00% | Add +6.3% | 205,539 | $11.7M |
| Nuveen, LLC | 0.00% | Reduce -6.1% | 200,481 | $11.4M |
| Legal & General Group Plc | 0.00% | Reduce -6.8% | 186,121 | $10.6M |
| Prana Capital Management, LP | 0.32% | New | 181,247 | $10.3M |
| Stifel Financial Corp. | 0.01% | Add +26.5% | 168,778 | $9.6M |
| Winslow Asset Management Inc. | 1.83% | Reduce -2.4% | 164,908 | $9.4M |
| Baron Capital (BAMCO) | 0.03% | Reduce -68.2% | 163,197 | $9.3M |
| Kettle Hill Capital Management, LLC | 2.22% | New | 155,446 | $8.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -17.7% | 154,572 | $8.8M |
| Susquehanna Portfolio Strategies, LLC | 0.13% | Reduce -0.4% | 150,826 | $8.6M |
| Axiom Investors LLC | 0.10% | Reduce -42.5% | 150,115 | $8.6M |
| Swiss National Bank | 0.00% | No change | 146,400 | $8.3M |
| Woodline Partners LP | 0.03% | New | 142,542 | $8.1M |
| Pier Capital, LLC | 1.31% | Reduce -1.8% | 138,822 | $7.9M |
| Cramer Rosenthal McGlynn LLC | 0.54% | Reduce -41.9% | 128,595 | $7.3M |
| Artisan Partners Limited Partnership | 0.01% | Reduce -62.7% | 128,399 | $7.3M |
| FMR LLC | 0.00% | Add +1.9% | 124,945 | $7.1M |
| WINTON GROUP Ltd | 0.24% | New | 121,037 | $6.9M |
| Tudor Investment Corporation | 0.04% | Reduce -43.5% | 117,398 | $6.7M |
| Alliancebernstein L.P. | 0.00% | Add +8.6% | 96,273 | $6.6M |
| Victory Capital Management Inc. | 0.00% | Add +27.4% | 113,451 | $6.5M |
| Diversify Wealth Management, LLC | 0.11% | Add +0.3% | 95,168 | $6.4M |
| Cinctive Capital Management LP | 0.36% | New | 97,015 | $5.5M |
| Empowered Funds, LLC | 0.04% | Add +26.8% | 96,426 | $5.5M |
| Regions Financial Corp. | 0.03% | Reduce -6.3% | 91,547 | $5.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +156.0% | 88,354 | $5.0M |
| California State Teachers Retirement System | 0.01% | Add +24.7% | 87,887 | $5.0M |
| Quantinno Capital Management LP | 0.01% | Add +203.6% | 87,535 | $5.0M |
| First Trust Advisors LP | 0.00% | Reduce -4.0% | 84,167 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.1% | 82,693 | $4.7M |
| Callan Family Office, LLC | 0.11% | Add +1.0% | 81,436 | $4.6M |
| Federated Hermes, Inc. | 0.01% | Add +11.6% | 81,269 | $4.6M |
| Alps Advisors Inc. | 0.02% | Reduce -0.1% | 80,690 | $4.6M |
| Blue Zone Wealth Advisors, LLC | 0.93% | Reduce -2.4% | 80,528 | $4.6M |
| Palisades Investment Partners, LLC | 1.73% | Reduce -0.4% | 77,627 | $4.4M |
| Prudential Financial Inc. | 0.01% | Add +7.1% | 75,745 | $4.3M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -5.3% | 75,101 | $4.3M |
| American Century Companies Inc. | 0.00% | Add +182.0% | 73,222 | $4.2M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +15.4% | 72,191 | $4.1M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 69,769 | $4.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 66,412 | $3.8M |
| LPL Financial LLC | 0.00% | Add +4.4% | 65,786 | $3.7M |
| Freemont Management S.A. | 0.68% | New | 63,400 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -66.6% | 62,908 | $3.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +175.2% | 62,695 | $3.6M |
| Basswood Capital Management, L.L.C. | 0.18% | New | 60,968 | $3.5M |
| New Age Alpha Advisors, LLC | 0.16% | Reduce -3.8% | 58,602 | $3.3M |
| EFG International AG | 0.07% | Reduce -17.6% | 58,527 | $3.3M |
| &partners | 0.02% | Add +8.4% | 57,443 | $3.3M |
| BNP Paribas Financial Markets | 0.00% | Add +73.8% | 56,583 | $3.2M |
| Corient Private Wealth LP | 0.00% | Add +449.5% | 57,619 | $3.2M |
| Hilton Capital Management, LLC | 0.24% | Add +14.5% | 55,615 | $3.2M |
| First National Bank of Omaha | 0.09% | Add +20.6% | 53,326 | $3.0M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +176.9% | 52,529 | $3.0M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +3.5% | 52,525 | $3.0M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -50.6% | 52,244 | $3.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -22.6% | 51,789 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +316.4% | 50,802 | $2.9M |
| PARK CIRCLE Co | 2.70% | Reduce -0.6% | 49,876 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +58.9% | 49,620 | $2.8M |
| Barclays PLC | 0.00% | Reduce -62.1% | 49,585 | $2.8M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.0% | 49,435 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.9% | 49,391 | $2.8M |
| HSBC Holdings PLC | 0.00% | Add +147.9% | 48,906 | $2.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.2% | 46,311 | $2.6M |
| Gabelli Funds LLC | 0.02% | Add +36.8% | 43,850 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 42,688 | $2.4M |
| Two Sigma Investments, LP | 0.00% | New | 42,000 | $2.4M |
| Roubaix Capital, LLC | 1.09% | New | 40,967 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | Add +11.6% | 40,697 | $2.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +121.5% | 40,697 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.1% | 40,628 | $2.3M |
| NewEdge Wealth, LLC | 0.03% | Reduce -9.1% | 40,069 | $2.3M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -29.1% | 39,067 | $2.2M |
| Fifth Third Bancorp | 0.00% | Add +9022.5% | 38,953 | $2.2M |
| Verdence Capital Advisors LLC | 0.13% | Reduce -3.8% | 37,792 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -6.0% | 37,759 | $2.2M |
| Zacks Investment Management | 0.02% | Add +18.1% | 36,680 | $2.1M |
| Tidal Investments LLC | 0.01% | Add +7.9% | 36,583 | $2.1M |
| Ieq Capital, LLC | 0.01% | Add +591.6% | 35,886 | $2.0M |
| Marshall Wace, LLP | 0.00% | New | 35,853 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.4% | 35,851 | $2.0M |
| Janus Henderson Group PLC | 0.00% | No change | 34,626 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +7.0% | 34,062 | $1.9M |
| Man Group plc | 0.00% | Reduce -5.6% | 33,890 | $1.9M |
| New York State Teachers Retirement System | 0.00% | Reduce -6.6% | 33,567 | $1.9M |
| Moran Wealth Management, LLC | 0.06% | Add +1.2% | 33,175 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +1.3% | 32,985 | $1.9M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.2% | 32,800 | $1.9M |
| SG Americas Securities, LLC | 0.00% | Add +8.5% | 32,716 | $1.9M |
| Fred Alger Management, LLC | 0.01% | Reduce -1.0% | 32,634 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -3.8% | 32,274 | $1.8M |
| Salvus Wealth Management, LLC | 1.03% | Add +11.0% | 30,948 | $1.8M |
| Inspire Investing, LLC | 0.10% | New | 30,605 | $1.7M |
| Jefferies Financial Group Inc. | 0.02% | Add +22.4% | 30,353 | $1.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 29,820 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -12.9% | 29,715 | $1.7M |
| Magnetar Financial LLC | 0.02% | Reduce -19.1% | 29,561 | $1.7M |
| Knights of Columbus Asset Advisors LLC | 0.10% | Reduce -0.4% | 29,505 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.06% | New | 28,570 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.1% | 28,191 | $1.6M |
| Handelsbanken Fonder AB | 0.00% | Add +51.0% | 26,051 | $1.5M |
| Mariner, LLC | 0.00% | Add +70.2% | 25,732 | $1.5M |
| Odyssean, LLC | 0.54% | Add +142.2% | 25,718 | $1.5M |
| XTX Topco Ltd | 0.03% | Add +246.7% | 25,372 | $1.4M |
| Harbor Capital Advisors, Inc. | 0.12% | Add +27559.3% | 25,170 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -12.1% | 23,537 | $1.3M |
| STRS Ohio | 0.01% | Add +52.7% | 22,600 | $1.3M |
| Atria Investments, Inc | 0.01% | Add +3.1% | 22,344 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +5.2% | 22,153 | $1.3M |
| Amalgamated Bank | 0.01% | Reduce -1.1% | 21,314 | $1.2M |
| PEAK6 LLC | 0.04% | New | 21,301 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -2.5% | 20,342 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.0% | 20,292 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 20,267 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -4.1% | 20,051 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -17.9% | 19,838 | $1.1M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 19,557 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,010 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 18,299 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +21.6% | 18,198 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 18,178 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -31.5% | 18,074 | $1.0M |
| SkyView Investment Advisors, LLC | 0.13% | Add +4.0% | 17,428 | $993K |
| Cwm, LLC | 0.00% | Add +19.6% | 16,973 | $967K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.1% | 16,938 | $965K |
| Campbell Newman Asset Management Inc. | 0.08% | Add +1.8% | 16,861 | $961K |
| Entropy Technologies, LP | 0.04% | New | 16,841 | $960K |
| Intech Investment Management LLC | 0.01% | Reduce -40.1% | 16,307 | $929K |
| KLP Kapitalforvaltning As | 0.00% | Add +2.5% | 16,300 | $929K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.7% | 15,635 | $891K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.4% | 15,295 | $872K |
| Drucker Wealth 3.0, LLC | 0.15% | Add +8.3% | 15,003 | $855K |
| Harbor Advisors LLC | 0.12% | No change | 14,800 | $844K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 14,697 | $838K |
| Gsa Capital Partners LLP | 0.05% | New | 14,239 | $812K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +29.9% | 13,671 | $779K |
| Captrust Financial Advisors | 0.00% | Add +19.5% | 13,581 | $774K |
| Franklin Resources Inc. | 0.00% | Add +14.6% | 13,066 | $745K |
| Cetera Investment Advisers | 0.00% | Add +4.0% | 12,635 | $720K |
| US Bancorp \de | 0.00% | Add +19.1% | 12,482 | $711K |
| Citigroup Inc. | 0.00% | Reduce -72.3% | 12,407 | $707K |
| Brooklyn Investment Group | 0.02% | New | 12,243 | $698K |
| Curated Wealth Partners LLC | 0.09% | Add +2.2% | 12,224 | $697K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.1% | 12,218 | $696K |
| Impact Capital Partners LLC | 0.20% | Add +5.4% | 11,754 | $670K |
| ProShare Advisors LLC | 0.00% | Reduce -19.9% | 11,562 | $659K |
| Quantum Private Wealth, LLC | 0.20% | No change | 11,314 | $645K |
| Geneos Wealth Management Inc. | 0.01% | No change | 11,160 | $636K |
| Teacher Retirement System of Texas | 0.00% | Reduce -70.4% | 11,024 | $628K |
| Strata Wealth Advisors, LLC | 0.17% | Reduce -3.8% | 10,960 | $625K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -1.1% | 10,785 | $615K |
| First National Advisers, LLC | 0.08% | Add +21.8% | 10,141 | $578K |
| PNC Financial Services Group, Inc. | 0.00% | Add +29.5% | 9,936 | $566K |
| Truist Financial Corp. | 0.00% | Reduce -5.2% | 9,919 | $565K |
| Indivisible Partners | 0.05% | Add +12.4% | 9,869 | $563K |
| Creative Planning | 0.00% | Add +27.0% | 9,712 | $554K |
| Integrated Wealth Concepts LLC | 0.00% | Add +109.7% | 9,432 | $538K |
| Advyzon Investment Management, LLC | 0.05% | Add +16.8% | 9,422 | $537K |
| Limestone Investment Advisors LP | 0.26% | No change | 1,000 | $535K |
| Merit Financial Group, LLC | 0.00% | Add +10.1% | 9,383 | $535K |
| Naples Global Advisors, LLC | 0.04% | No change | 9,341 | $532K |
| Wesbanco Bank Inc. | 0.01% | Add +5.1% | 9,339 | $532K |
| Argent Trust Co | 0.02% | Reduce -11.2% | 8,647 | $493K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 8,503 | $485K |
| Trust Point Inc. | 0.04% | Reduce -1.4% | 8,487 | $484K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.1% | 8,468 | $483K |
| Capstone Investment Advisors, LLC | 0.01% | Add +120.4% | 8,436 | $481K |
| Peak Financial Advisors LLC | 0.21% | Reduce -1.0% | 8,421 | $480K |
| Inceptionr LLC | 0.11% | New | 8,348 | $476K |
| Kestra Investment Management, LLC | 0.01% | Add +43.7% | 7,984 | $455K |
| Greenwood Capital Associates LLC | 0.05% | Reduce -63.1% | 7,902 | $450K |
| Focus Partners Wealth | 0.00% | Add +55.0% | 7,795 | $448K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.6% | 7,781 | $444K |
| Aviva PLC | 0.00% | Add +3.0% | 7,695 | $439K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,648 | $436K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 7,494 | $427K |
| Private Advisor Group, LLC | 0.00% | Add +20.7% | 7,474 | $426K |
| MML Investors Services, LLC | 0.00% | Add +8.8% | 7,452 | $425K |
| Amundi | 0.00% | New | 7,296 | $416K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.4% | 7,256 | $414K |
| State of Wisconsin Investment Board | 0.00% | Add +79.1% | 7,227 | $412K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +131.7% | 7,107 | $405K |
| Xponance LLC | 0.00% | Add +17.8% | 6,945 | $396K |
| D.A. Davidson & Co. | 0.00% | No change | 6,666 | $380K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.1% | 6,665 | $380K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | No change | 6,603 | $376K |
| O'ROURKE & COMPANY, Inc | 0.14% | Reduce -0.8% | 6,410 | $365K |
| DGS Capital Management, LLC | 0.06% | Reduce -9.4% | 6,263 | $357K |
| Trajan Wealth LLC | 0.01% | Add +27.6% | 6,197 | $353K |
| Fulton Bank, N.A. | 0.01% | Reduce -4.9% | 6,163 | $351K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,036 | $344K |
| GAMCO Investors | 0.00% | No change | 6,000 | $342K |
| Vinva Investment Management Ltd | 0.00% | New | 4,153 | $333K |
| Choreo, LLC | 0.00% | Add +4.4% | 5,819 | $332K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -46.7% | 5,681 | $324K |
| Hantz Financial Services, Inc. | 0.00% | Add +1243.8% | 5,590 | $319K |
| Meeder Asset Management Inc. | 0.02% | New | 5,547 | $316K |
| World Investment Advisors | 0.01% | Reduce -12.1% | 5,527 | $315K |
| Keybank National Association | 0.00% | Reduce -23.6% | 5,526 | $315K |
| AE Wealth Management LLC | 0.00% | Add +21.9% | 5,513 | $314K |
| Bank of Montreal | 0.00% | Add +8.3% | 5,461 | $311K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -14.3% | 5,299 | $302K |
| Benjamin Edwards Inc. | 0.00% | Add +6.8% | 5,236 | $298K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.1% | 5,223 | $298K |
| St Germain D J Co. Inc. | 0.01% | New | 5,000 | $285K |
| Bayforest Capital Ltd | 0.31% | Add +125.8% | 4,872 | $278K |
| QRG Capital Management, Inc. | 0.00% | Reduce -23.4% | 4,653 | $265K |
| Centiva Capital, LP | 0.01% | New | 4,572 | $261K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -17.6% | 4,542 | $259K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 4,492 | $256K |
| State of Wyoming | 0.03% | Reduce -72.0% | 4,366 | $249K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -7.2% | 4,340 | $247K |
| Pallas Capital Advisors LLC | 0.01% | Add +32.5% | 4,288 | $244K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -33.6% | 4,264 | $243K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.0% | 4,134 | $236K |
| Alpine Woods Capital Investors, LLC | 0.06% | New | 4,059 | $231K |
| Oasis Advisors, LLC | 0.05% | New | 4,032 | $230K |
| Brighton Jones LLC | 0.01% | New | 4,008 | $228K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.9% | 3,956 | $225K |
| Brevan Howard Capital Management LP | 0.00% | New | 3,935 | $224K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Add +23.0% | 3,904 | $223K |
| DNB Asset Management AS | 0.00% | New | 3,893 | $222K |
| Vise Technologies, Inc. | 0.00% | No change | 3,205 | $220K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.7% | 3,850 | $219K |
| Marex Group Ltd | 0.00% | New | 3,802 | $217K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,774 | $215K |
| Equitable Holdings, Inc. | 0.00% | No change | 3,081 | $212K |
| AlphaGrep UK Ltd | 0.06% | New | 3,713 | $212K |
| Praxis Investment Management Inc. | 0.01% | Reduce -28.8% | 3,694 | $211K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +52.0% | 3,680 | $210K |
| Evoke Wealth, LLC | 0.00% | Add +19.4% | 3,668 | $209K |
| Heritage Family Offices, LLP | 0.09% | Reduce -24.1% | 3,637 | $207K |
| Profund Advisors LLC | 0.01% | Reduce -38.6% | 3,553 | $203K |
| Parkside Financial Bank & Trust | 0.01% | Add +4.8% | 3,108 | $177K |
| KBC Group NV | 0.00% | Add +39.0% | 2,800 | $160K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -58.1% | 2,715 | $155K |
| Central Pacific Bank - Trust Division | 0.02% | New | 2,490 | $142K |
| Huntington National Bank | 0.00% | Add +1.5% | 2,299 | $131K |
| Vestcor Inc | 0.00% | No change | 1,937 | $110K |
| Covestor Ltd | 0.08% | Reduce -50.5% | 1,904 | $109K |
| Atlantic Union Bankshares Corp | 0.00% | Add +10.3% | 1,856 | $106K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,849 | $104K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -8.4% | 1,378 | $79K |
| Parallel Advisors, LLC | 0.00% | Add +2.2% | 1,375 | $78K |
| GAMMA Investing LLC | 0.00% | Reduce -14.0% | 1,336 | $76K |
| Public Employees Retirement System of Ohio | 0.00% | Add +9.2% | 1,277 | $73K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +44.3% | 1,183 | $67K |
| Signaturefd, LLC | 0.00% | Add +2.0% | 1,176 | $67K |
| IFP Advisors, Inc | 0.00% | Add +3.1% | 1,109 | $63K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +7.2% | 883 | $50K |
| Versant Capital Management, Inc | 0.00% | Reduce -8.2% | 871 | $50K |
| C M Bidwell & Associates Ltd. | 0.02% | Reduce -24.7% | 803 | $46K |
| Private Trust Co. NA | 0.00% | Add +19.2% | 802 | $46K |
| UMB Bank, n.a. | 0.00% | Add +19.3% | 797 | $45K |
| Allworth Financial LP | 0.00% | Add +46.7% | 732 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +31.2% | 702 | $40K |
| Bessemer Group Inc. | 0.00% | Add +10.9% | 682 | $39K |
| HM Payson & Co. | 0.00% | Reduce -5.5% | 642 | $37K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 630 | $36K |
| Arax Advisory Partners | 0.00% | Add +104.4% | 605 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -72.1% | 536 | $29K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 500 | $29K |
| Sterling Capital Management LLC | 0.00% | Reduce -1.0% | 482 | $27K |
| Brown Brothers Harriman & Co. | 0.00% | Add +37.6% | 476 | $27K |
| MAI Capital Management | 0.00% | Add +3.3% | 470 | $27K |
| Root Financial Partners, LLC | 0.00% | Add +292.2% | 455 | $26K |
| V-Square Quantitative Management LLC | 0.00% | Add +8.5% | 434 | $25K |
| Crewe Advisors LLC | 0.00% | No change | 415 | $24K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +5.3% | 415 | $24K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -79.9% | 411 | $23K |
| Essential Partners LLC | 0.01% | Reduce -83.4% | 371 | $21K |
| City State Bank | 0.01% | No change | 350 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.3% | 331 | $19K |
| Advisory Services Network, LLC | 0.00% | Reduce -94.2% | 326 | $19K |
| Rothschild Investment LLC | 0.00% | Add +26.7% | 299 | $17K |
| SBI Securities Co., Ltd. | 0.00% | Add +27.1% | 291 | $17K |
| LRI Investments, LLC | 0.00% | Reduce -0.7% | 282 | $16K |
| Larson Financial Group LLC | 0.00% | Reduce -9.7% | 271 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -36.5% | 250 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 220 | $13K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -69.4% | 205 | $12K |
| Destiny Wealth Partners, LLC | 0.00% | New | 193 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 200 | $11K |
| Eastern Bank | 0.00% | No change | 171 | $10K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 165 | $9K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 163 | $9K |
| WPG Advisers, LLC | 0.01% | Reduce -7.4% | 151 | $9K |
| Hilltop National Bank | 0.00% | Add +50.0% | 150 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 147 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 125 | $8K |
| Bare Financial Services, Inc | 0.00% | Reduce -17.9% | 133 | $8K |
| S&T Bank | 0.00% | Add +2050.0% | 129 | $7K |
| Colonial Trust Co / SC | 0.00% | Reduce -60.7% | 131 | $7K |
| Assetmark, Inc. | 0.00% | Add +167.4% | 123 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 110 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 106 | $6K |
| Marquette Asset Management, LLC | 0.00% | New | 102 | $6K |
| Zions Bancorporation, National Association | 0.00% | Add +108.7% | 96 | $5K |
| JNBA Financial Advisors | 0.00% | New | 89 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 78 | $4K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 75 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -55.5% | 69 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 65 | $4K |
| Wall Street Financial Group, Inc. | 0.00% | New | 63 | $4K |
| True Wealth Design, LLC | 0.00% | New | 63 | $4K |
| NBT Bank, N.A. | 0.00% | Reduce -11.6% | 61 | $3K |
| Quarry LP | 0.00% | New | 61 | $3K |
| Park Place Capital Corp | 0.00% | No change | 50 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 47 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -80.3% | 44 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -4.4% | 43 | $2K |
| Union Savings Bank | 0.00% | No change | 39 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -94.3% | 39 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +200.0% | 36 | $2K |
| Group One Trading LLC | 0.00% | No change | 34 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +18.5% | 32 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 31 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 29 | $2K |
| Rossby Financial, LCC | 0.00% | Add +170.0% | 27 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +242.9% | 24 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Add +54.5% | 17 | $969 |
| SJS Investment Consulting Inc. | 0.00% | Add +466.7% | 17 | $969 |
| International Assets Investment Management, LLC | 0.00% | Reduce -60.5% | 15 | $850 |
| Financial Management Professionals, Inc. | 0.00% | No change | 14 | $798 |
| Ankerstar Wealth, LLC | 0.00% | No change | 13 | $741 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -33.3% | 12 | $684 |
| North Star Investment Management Corp. | 0.00% | New | 12 | $684 |
| Hughes Financial Services, LLC | 0.00% | No change | 10 | $570 |
| Torren Management, LLC | 0.00% | No change | 10 | $543 |
| Rialto Wealth Management, LLC | 0.00% | Add +125.0% | 9 | $513 |
| American Capital Advisory, LLC | 0.00% | New | 7 | $399 |
| NewEdge Advisors, LLC | 0.00% | Reduce -98.4% | 7 | $399 |
| CVA Family Office, LLC | 0.00% | Reduce -46.1% | 7 | $399 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 6 | $342 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $285 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 5 | $285 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -25.0% | 3 | $171 |
| Prestige Wealth Management Group LLC | 0.00% | New | 3 | $171 |
| Abound Wealth Management | 0.00% | No change | 3 | $171 |
| GHP Investment Advisors, Inc. | 0.00% | New | 2 | $114 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $114 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -50.0% | 2 | $114 |
| Avion Wealth | 0.00% | New | 8 | $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.