Moelis & Co. Class AMC
13F holders, Q2 2026 (June 30)396holders −5
50new positions
54sold out
6famous investors
$65.36avg. 13F price*
At the end of Q2 2026, 396 institutions reported holding Moelis & Co. Class A (MC) in their 13F filings, down 5 from Q1 2026. 50 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($592.6M), Kayne Anderson Rudnick Investment Management LLC ($354.1M) and Vanguard Portfolio Management LLC ($293.6M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $108.3M |
| Exits | 54 | $126.5M |
All 13F filers, Q1 2026 → Q2 2026: 6,469,963 shares bought and 6,661,784 shares sold, net −191,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| BlackRock, Inc. | 0.01% | Add +2.9% | 9,057,944 | $592.6M |
| Kayne Anderson Rudnick Investment Management LLC | 1.10% | Reduce -6.3% | 5,412,938 | $354.1M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -3.1% | 4,487,258 | $293.6M |
| Vanguard Capital Management LLC | 0.00% | Add +1.1% | 3,351,361 | $219.2M |
| Wasatch Advisors LP | 1.39% | Reduce -13.3% | 3,246,593 | $212.4M |
| State Street Corp. | 0.01% | Add +4.2% | 3,044,858 | $199.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +9.3% | 2,955,235 | $193.3M |
| London Co. of Virginia | 1.04% | Reduce -3.9% | 2,791,199 | $182.6M |
| Geode Capital Management, LLC | 0.01% | Add +8.8% | 2,359,476 | $154.4M |
| Ameriprise Financial Inc. | 0.03% | Add +9.2% | 2,344,828 | $153.4M |
| HighTower Advisors, LLC | 0.12% | Add +3.3% | 1,843,458 | $120.6M |
| Natixis Advisors, LLC | 0.13% | Add +27.3% | 1,721,484 | $112.6M |
| Jones Financial Companies LLLP | 0.04% | Add +32.5% | 1,709,578 | $110.2M |
| Madison Asset Management, LLC | 1.30% | Reduce -6.0% | 1,667,157 | $109.1M |
| Timucuan Asset Management Inc. | 3.62% | Reduce -0.8% | 1,503,334 | $98.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +5.3% | 1,345,514 | $88.0M |
| Channing Capital Management, LLC | 2.02% | Add +2.3% | 1,338,234 | $87.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -27.8% | 1,267,442 | $82.9M |
| Nomura Asset Management International Inc. | 0.12% | Add +1.8% | 1,215,510 | $79.5M |
| Fisher Asset Management | 0.02% | Add +0.9% | 1,037,894 | $67.9M |
| Bank of New York Mellon Corp | 0.01% | Add +0.7% | 1,000,415 | $65.4M |
| Heard Capital LLC | 2.74% | No change | 979,810 | $64.1M |
| Morgan Stanley | 0.00% | Add +2.0% | 968,210 | $63.3M |
| Wells Fargo & Company | 0.01% | Add +0.3% | 930,431 | $60.9M |
| Northern Trust Corp. | 0.01% | Add +6.7% | 864,683 | $56.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.8% | 791,833 | $50.0M |
| Bank of America Corp. | 0.00% | Add +8.4% | 752,349 | $49.2M |
| Citadel Advisors | 0.03% | Add +1042.1% | 718,444 | $47.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +15.9% | 656,429 | $42.9M |
| Jennison Associates LLC | 0.03% | Reduce -18.8% | 643,712 | $42.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +3.9% | 534,677 | $35.0M |
| Royal Bank of Canada | 0.01% | Reduce -17.9% | 533,542 | $34.9M |
| Emerald Advisers, LLC | 0.82% | Reduce -3.0% | 531,883 | $34.8M |
| New York State Common Retirement Fund | 0.04% | Add +41.5% | 524,027 | $34.3M |
| Junto Capital Management LP | 0.58% | New | 481,954 | $31.5M |
| Tributary Capital Management, LLC | 2.47% | Reduce -3.5% | 459,690 | $30.1M |
| UBS Group AG | 0.00% | Reduce -5.3% | 445,789 | $29.2M |
| Norges Bank | 0.00% | — | 433,073 | $28.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.0% | 430,844 | $28.2M |
| Royce & Associates LP | 0.22% | Add +28.6% | 424,508 | $27.8M |
| Freestone Grove Partners LP | 0.18% | New | 415,005 | $27.1M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +8.3% | 412,153 | $27.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.6% | 397,569 | $26.0M |
| Woodline Partners LP | 0.08% | Add +168.9% | 383,317 | $25.1M |
| Capital Management Corp. | 3.60% | Add +3.3% | 367,076 | $24.0M |
| Principal Financial Group Inc. | 0.01% | Add +0.5% | 363,650 | $23.8M |
| Renaissance Technologies | 0.03% | Add +56.1% | 342,644 | $22.4M |
| Emerald Mutual Fund Advisers Trust | 0.79% | No change | 342,465 | $22.4M |
| AQR Capital Management | 0.01% | Reduce -3.2% | 337,349 | $22.1M |
| Lord, Abbett & Co. LLC | 0.06% | Add +15.0% | 321,051 | $21.0M |
| Canada Pension Plan Investment Board | 0.01% | Add +1.2% | 288,900 | $18.9M |
| Sei Investments Co. | 0.02% | Reduce -12.7% | 284,910 | $18.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.1% | 283,885 | $18.1M |
| Deutsche Bank AG | 0.01% | Reduce -9.8% | 272,492 | $17.8M |
| Public Sector Pension Investment Board | 0.04% | Reduce -10.6% | 255,553 | $16.7M |
| Bessemer Group Inc. | 0.02% | Add +36190.6% | 247,502 | $16.2M |
| Invesco Ltd. | 0.00% | Add +11.5% | 229,255 | $15.0M |
| Prana Capital Management, LP | 0.44% | Add +21.0% | 219,265 | $14.3M |
| Penn Capital Management Company, LLC | 0.87% | New | 210,064 | $13.8M |
| Cramer Rosenthal McGlynn LLC | 0.67% | Add +56.6% | 201,323 | $13.2M |
| Victory Capital Management Inc. | 0.01% | Add +74.7% | 198,144 | $13.0M |
| Legal & General Group Plc | 0.00% | Add +4.4% | 194,336 | $12.7M |
| First Trust Advisors LP | 0.01% | Add +127.6% | 191,599 | $12.5M |
| Rhumbline Advisers | 0.01% | Reduce -12.5% | 180,413 | $11.8M |
| Nuveen, LLC | 0.00% | Reduce -10.5% | 179,466 | $11.7M |
| Winslow Asset Management Inc. | 1.88% | Add +0.0% | 164,918 | $10.8M |
| Stifel Financial Corp. | 0.01% | Reduce -6.5% | 157,760 | $10.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.4% | 150,866 | $9.9M |
| Swiss National Bank | 0.01% | Add +0.6% | 147,300 | $9.6M |
| Balyasny Asset Management L.P. | 0.02% | New | 141,768 | $9.3M |
| Longaeva Partners L.P. | 0.26% | New | 138,324 | $9.0M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +233.4% | 135,698 | $8.9M |
| American Century Companies Inc. | 0.00% | Add +69.0% | 123,765 | $8.1M |
| First Eagle Investment Management, LLC | 0.01% | Add +46.5% | 110,000 | $7.2M |
| Pier Capital, LLC | 0.91% | Reduce -24.6% | 104,681 | $6.8M |
| Empowered Funds, LLC | 0.03% | Add +3.8% | 100,128 | $6.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -58.0% | 99,722 | $6.5M |
| Alps Advisors Inc. | 0.03% | Add +17.4% | 94,704 | $6.2M |
| Quantinno Capital Management LP | 0.01% | Add +7.8% | 94,367 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Add +3.2% | 99,343 | $5.7M |
| California State Teachers Retirement System | 0.01% | Reduce -2.7% | 85,488 | $5.6M |
| Federated Hermes, Inc. | 0.01% | Add +4.9% | 85,252 | $5.6M |
| Palisades Investment Partners, LLC | 1.57% | Add +8.8% | 84,500 | $5.5M |
| Regions Financial Corp. | 0.03% | Reduce -9.8% | 82,564 | $5.4M |
| Callan Family Office, LLC | 0.10% | Reduce -0.1% | 81,327 | $5.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.9% | 81,146 | $5.3M |
| Prudential Financial Inc. | 0.01% | Add +1.9% | 77,150 | $5.0M |
| Axiom Investors LLC | 0.04% | Reduce -48.9% | 76,770 | $5.0M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Reduce -0.3% | 71,989 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +41.0% | 69,982 | $4.6M |
| LPL Financial LLC | 0.00% | Add +5.0% | 69,052 | $4.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +9.6% | 68,711 | $4.5M |
| &partners | 0.02% | Add +17.8% | 67,660 | $4.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +0.1% | 66,443 | $4.3M |
| EFG International AG | 0.08% | Add +9.0% | 63,816 | $4.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +164.7% | 62,302 | $4.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +20.0% | 62,151 | $4.1M |
| Corient Private Wealth LP | 0.01% | Add +1.1% | 58,232 | $3.8M |
| Hilton Capital Management, LLC | 0.26% | Add +4.7% | 58,226 | $3.8M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +48.8% | 58,131 | $3.8M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +1.0% | 53,041 | $3.5M |
| PARK CIRCLE Co | 2.88% | No change | 49,876 | $3.3M |
| Cresset Asset Management, LLC | 0.01% | Add +51.2% | 49,863 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.1% | 48,839 | $3.2M |
| Meeder Asset Management Inc. | 0.16% | Add +778.8% | 48,749 | $3.2M |
| Gabelli Funds LLC | 0.02% | Add +4.8% | 45,950 | $3.0M |
| Voya Investment Management LLC | 0.00% | Reduce -87.8% | 44,982 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +59.8% | 45,055 | $2.9M |
| MetLife Investment Management, LLC | 0.01% | Add +8.1% | 43,918 | $2.9M |
| Odyssean, LLC | 0.47% | Add +70.7% | 43,912 | $2.9M |
| Verdence Capital Advisors LLC | 0.15% | Add +16.0% | 43,848 | $2.9M |
| Aquatic Capital Management LLC | 0.10% | New | 43,349 | $2.8M |
| Walleye Capital LLC | 0.01% | New | 43,138 | $2.8M |
| Baron Capital (BAMCO) | 0.00% | Reduce -73.6% | 43,050 | $2.8M |
| Citigroup Inc. | 0.00% | Add +238.4% | 41,989 | $2.7M |
| First National Bank of Omaha | 0.08% | Reduce -22.0% | 41,597 | $2.7M |
| NewEdge Wealth, LLC | 0.03% | Add +0.9% | 40,439 | $2.6M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -3.5% | 39,264 | $2.6M |
| Fifth Third Bancorp | 0.00% | Reduce -1.1% | 38,509 | $2.5M |
| Basswood Capital Management, L.L.C. | 0.11% | Reduce -37.3% | 38,242 | $2.5M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -24.6% | 37,281 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.3% | 36,501 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -48.0% | 36,289 | $2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -60.6% | 34,775 | $2.3M |
| Jupiter Topco LLC | 0.00% | — | 34,626 | $2.3M |
| Man Group plc | 0.00% | Add +1.5% | 34,412 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.8% | 33,435 | $2.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -20.7% | 33,300 | $2.2M |
| FMR LLC | 0.00% | Reduce -73.6% | 32,960 | $2.2M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.6% | 32,600 | $2.1M |
| Fred Alger Management, LLC | 0.01% | Reduce -1.6% | 32,127 | $2.1M |
| Tidal Investments LLC | 0.01% | Reduce -13.9% | 31,483 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -13.6% | 30,994 | $2.0M |
| Moran Wealth Management, LLC | 0.05% | Reduce -8.3% | 30,409 | $2.0M |
| Salvus Wealth Management, LLC | 1.09% | Reduce -4.1% | 29,689 | $1.9M |
| Knights of Columbus Asset Advisors LLC | 0.10% | Add +0.6% | 29,687 | $1.9M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.4% | 28,514 | $1.9M |
| Millennium Management | 0.00% | Reduce -88.9% | 27,656 | $1.8M |
| Ieq Capital, LLC | 0.01% | Reduce -23.3% | 27,541 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -11.1% | 26,417 | $1.7M |
| Handelsbanken Fonder AB | 0.00% | No change | 26,051 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.10% | Reduce -6.9% | 23,441 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +197.2% | 23,124 | $1.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -31.3% | 23,074 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +9.9% | 22,274 | $1.5M |
| Twinbeech Capital LP | 0.26% | New | 22,269 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -2.2% | 21,669 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Add +1.5% | 20,600 | $1.3M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +2.4% | 20,525 | $1.3M |
| Atria Investments, Inc | 0.01% | Reduce -9.0% | 20,338 | $1.3M |
| Arizona State Retirement System | 0.01% | Reduce -0.4% | 20,263 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -37.6% | 20,125 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +58.5% | 20,030 | $1.3M |
| Amalgamated Bank | 0.01% | Reduce -6.1% | 20,005 | $1.3M |
| STRS Ohio | 0.00% | Reduce -12.8% | 19,700 | $1.3M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 19,557 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +1.4% | 19,266 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +25.3% | 19,164 | $1.3M |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -33.5% | 19,006 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.8% | 18,895 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.3% | 18,626 | $1.2M |
| Barclays PLC | 0.00% | Reduce -62.7% | 18,512 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -67.3% | 18,483 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +1.4% | 18,428 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -60.4% | 18,349 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.5% | 17,746 | $1.2M |
| IMC-Chicago, LLC | 0.01% | New | 17,693 | $1.2M |
| Campbell Newman Asset Management Inc. | 0.09% | Add +4.8% | 17,673 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.6% | 17,637 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -32.1% | 17,471 | $1.1M |
| XTX Topco Ltd | 0.01% | Reduce -31.8% | 17,310 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.3% | 16,896 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +1.8% | 16,596 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | No change | 16,300 | $1.1M |
| Novem Group | 0.11% | New | 15,858 | $1.0M |
| Vestcor Inc | 0.03% | Add +699.9% | 15,494 | $1.0M |
| Drucker Wealth 3.0, LLC | 0.16% | Add +1.1% | 15,168 | $992K |
| Diversify Advisory Services, LLC | 0.02% | New | 14,462 | $980K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -84.8% | 14,462 | $980K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.1% | 14,855 | $972K |
| Harbor Advisors LLC | 0.12% | No change | 14,800 | $968K |
| Captrust Financial Advisors | 0.00% | Add +2.5% | 13,918 | $911K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -76.5% | 13,801 | $903K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +0.5% | 13,734 | $898K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -27.3% | 13,133 | $859K |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 13,025 | $852K |
| WINTON GROUP Ltd | 0.03% | Reduce -89.7% | 12,422 | $813K |
| Marshall Financial Group, LLC | 0.12% | New | 12,334 | $807K |
| Allstate Corp. | 0.01% | New | 12,091 | $791K |
| Whittier Trust Co. | 0.01% | New | 10,867 | $782K |
| State of Wyoming | 0.08% | Add +169.8% | 11,778 | $771K |
| Merit Financial Group, LLC | 0.00% | Add +25.5% | 11,772 | $770K |
| US Bancorp \de | 0.00% | Reduce -5.8% | 11,757 | $769K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.9% | 11,495 | $752K |
| Quantum Private Wealth, LLC | 0.19% | No change | 11,314 | $740K |
| Truist Financial Corp. | 0.00% | Add +11.5% | 11,061 | $724K |
| Arax Advisory Partners | 0.00% | Add +1725.8% | 11,046 | $723K |
| M&T Bank Corp | 0.00% | Reduce -44.5% | 11,005 | $720K |
| Curated Wealth Partners LLC | 0.08% | Reduce -9.9% | 11,008 | $720K |
| Kingsview Wealth Management, LLC | 0.01% | New | 10,973 | $718K |
| Strata Wealth Advisors, LLC | 0.17% | Reduce -0.3% | 10,929 | $715K |
| Indivisible Partners | 0.04% | Add +9.7% | 10,823 | $708K |
| Maryland State Retirement & Pension System | 0.01% | Add +0.3% | 10,817 | $708K |
| ProShare Advisors LLC | 0.00% | Reduce -7.0% | 10,756 | $704K |
| Waterloo Capital, L.P. | 0.04% | New | 10,309 | $674K |
| Wesbanco Bank Inc. | 0.02% | Add +7.1% | 9,998 | $654K |
| Impact Capital Partners LLC | 0.18% | Reduce -16.0% | 9,877 | $646K |
| State of Wisconsin Investment Board | 0.00% | Add +36.2% | 9,845 | $644K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 9,797 | $641K |
| Advyzon Investment Management, LLC | 0.05% | Add +2.2% | 9,631 | $630K |
| Naples Global Advisors, LLC | 0.04% | No change | 9,341 | $611K |
| Argent Trust Co | 0.02% | Add +3.6% | 8,961 | $586K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.6% | 8,518 | $557K |
| Peak Financial Advisors LLC | 0.23% | Add +0.0% | 8,423 | $551K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.0% | 8,419 | $551K |
| MAI Capital Management | 0.00% | Add +1648.9% | 8,220 | $538K |
| Focus Partners Wealth | 0.00% | Add +4.2% | 8,123 | $531K |
| Kestra Investment Management, LLC | 0.01% | Add +0.2% | 8,002 | $523K |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.7% | 7,914 | $518K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -29.1% | 7,910 | $517K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,648 | $500K |
| MML Investors Services, LLC | 0.00% | Add +1.7% | 7,576 | $496K |
| Xponance LLC | 0.00% | Add +7.4% | 7,456 | $488K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -75.8% | 7,329 | $479K |
| Greenwood Capital Associates LLC | 0.05% | Reduce -8.1% | 7,266 | $475K |
| First National Advisers, LLC | 0.07% | Reduce -29.2% | 7,178 | $470K |
| Nisa Investment Advisors, LLC | 0.00% | Add +157.4% | 6,988 | $457K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -2.4% | 6,934 | $454K |
| Fulton Bank, N.A. | 0.01% | Add +12.5% | 6,931 | $453K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +13.6% | 6,854 | $448K |
| D.A. Davidson & Co. | 0.00% | Add +0.8% | 6,717 | $439K |
| AE Wealth Management LLC | 0.00% | Add +21.7% | 6,707 | $439K |
| Creative Planning | 0.00% | Reduce -31.2% | 6,678 | $437K |
| Brevan Howard Capital Management LP | 0.01% | Add +69.5% | 6,670 | $436K |
| Aviva PLC | 0.00% | Reduce -14.3% | 6,593 | $431K |
| Keybank National Association | 0.00% | Add +16.7% | 6,450 | $422K |
| O'ROURKE & COMPANY, Inc | 0.15% | Add +0.1% | 6,413 | $420K |
| Sanctuary Advisors, LLC | 0.00% | Add +11.3% | 6,322 | $414K |
| Bank of Montreal | 0.00% | Add +7.0% | 5,842 | $382K |
| Trajan Wealth LLC | 0.01% | Reduce -6.2% | 5,815 | $380K |
| Hantz Financial Services, Inc. | 0.01% | Add +1.1% | 5,649 | $370K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +53.0% | 5,631 | $368K |
| Trust Point Inc. | 0.03% | Reduce -35.0% | 5,513 | $361K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +2.3% | 5,422 | $355K |
| SG Americas Securities, LLC | 0.00% | Reduce -83.9% | 5,266 | $345K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -44.2% | 5,265 | $344K |
| Choreo, LLC | 0.00% | Reduce -9.7% | 5,255 | $344K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.1% | 5,227 | $342K |
| QRG Capital Management, Inc. | 0.00% | Add +11.9% | 5,206 | $341K |
| Blueshift Asset Management, LLC | 0.08% | New | 5,050 | $330K |
| St Germain D J Co. Inc. | 0.01% | No change | 5,000 | $327K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.6% | 4,977 | $326K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 4,900 | $321K |
| Armistice Capital, LLC | 0.01% | New | 4,877 | $319K |
| World Investment Advisors | 0.01% | Reduce -0.2% | 5,518 | $315K |
| Swiss Life Asset Management Ltd | 0.00% | Add +10.5% | 4,713 | $308K |
| Snowden Capital Advisors LLC | 0.01% | Add +18.0% | 4,542 | $297K |
| Teacher Retirement System of Texas | 0.00% | Reduce -59.1% | 4,508 | $295K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -0.7% | 4,463 | $292K |
| TritonPoint Partners, LLC | 0.02% | New | 4,458 | $292K |
| CIBC Bancorp USA Inc. | 0.00% | Add +17.7% | 4,442 | $291K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 4,439 | $290K |
| Brighton Jones LLC | 0.01% | Add +7.6% | 4,312 | $282K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -43.2% | 4,124 | $270K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.9% | 4,056 | $265K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -6.4% | 4,013 | $263K |
| Profund Advisors LLC | 0.01% | Add +9.8% | 3,902 | $255K |
| Simplex Trading, LLC | 0.01% | Add +9848.7% | 3,880 | $254K |
| Benjamin Edwards Inc. | 0.00% | Reduce -26.8% | 3,831 | $251K |
| Vise Technologies, Inc. | 0.00% | Add +17.7% | 3,772 | $247K |
| Jane Street Group, LLC | 0.00% | New | 3,772 | $247K |
| Diametric Capital, LP | 0.03% | New | 3,726 | $244K |
| Praxis Investment Management Inc. | 0.01% | No change | 3,694 | $242K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.0% | 3,679 | $241K |
| Alpine Woods Capital Investors, LLC | 0.05% | Reduce -9.8% | 3,659 | $239K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -6.6% | 3,647 | $239K |
| GW Henssler & Associates Ltd. | 0.01% | New | 3,447 | $226K |
| DNB Asset Management AS | 0.00% | Reduce -11.9% | 3,430 | $224K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,369 | $220K |
| Private Advisor Group, LLC | 0.00% | Reduce -55.1% | 3,358 | $220K |
| Sage Rhino Capital LLC | 0.04% | New | 3,310 | $217K |
| Norden Group LLC | 0.02% | New | 3,230 | $211K |
| Moors & Cabot, Inc. | 0.01% | New | 3,216 | $210K |
| Quantbot Technologies LP | 0.01% | New | 3,150 | $206K |
| Parkside Financial Bank & Trust | 0.01% | No change | 3,108 | $203K |
| HSBC Holdings PLC | 0.00% | Reduce -93.7% | 3,088 | $202K |
| KBC Group NV | 0.00% | No change | 2,800 | $183K |
| Central Pacific Bank - Trust Division | 0.02% | Add +8.0% | 2,690 | $176K |
| Huntington National Bank | 0.00% | Add +0.1% | 2,301 | $151K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,849 | $129K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -9.3% | 1,683 | $110K |
| Nykredit A/S | 0.00% | — | 1,515 | $99K |
| GAMMA Investing LLC | 0.00% | Add +11.4% | 1,489 | $97K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +4.8% | 1,444 | $94K |
| Versant Capital Management, Inc | 0.01% | Add +57.4% | 1,371 | $90K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.2% | 1,343 | $88K |
| Parallel Advisors, LLC | 0.00% | Reduce -10.1% | 1,236 | $81K |
| Signaturefd, LLC | 0.00% | Reduce -2.0% | 1,153 | $75K |
| IFP Advisors, Inc | 0.00% | Add +0.8% | 1,118 | $73K |
| Covestor Ltd | 0.04% | Reduce -44.3% | 1,060 | $69K |
| Global Retirement Partners, LLC | 0.00% | — | 1,003 | $66K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +10.3% | 974 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -23.3% | 908 | $59K |
| UMB Bank, n.a. | 0.00% | Add +6.8% | 851 | $56K |
| Private Trust Co. NA | 0.00% | Reduce -5.2% | 760 | $50K |
| Optiver Holding B.V. | 0.00% | New | 691 | $45K |
| Neo Ivy Capital Management | 0.01% | New | 674 | $44K |
| Allworth Financial LP | 0.00% | Reduce -8.5% | 670 | $44K |
| HM Payson & Co. | 0.00% | No change | 642 | $42K |
| Salomon & Ludwin, LLC | 0.00% | Add +190.7% | 596 | $40K |
| Kemnay Advisory Services Inc. | 0.00% | Add +26.3% | 519 | $34K |
| Smartleaf Asset Management LLC | 0.00% | No change | 536 | $34K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 476 | $31K |
| Crewe Advisors LLC | 0.00% | Reduce -6.8% | 387 | $25K |
| Allied Private Wealth LLC | 0.02% | — | 390 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.7% | 353 | $23K |
| City State Bank | 0.01% | No change | 350 | $23K |
| LRI Investments, LLC | 0.00% | Add +21.6% | 343 | $22K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -99.4% | 332 | $22K |
| Larson Financial Group LLC | 0.00% | Add +17.7% | 319 | $21K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -52.4% | 300 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +18.4% | 296 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -58.0% | 295 | $19K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.7% | 286 | $19K |
| Essential Partners LLC | 0.01% | Reduce -23.2% | 285 | $19K |
| Rothschild Investment LLC | 0.00% | Reduce -10.4% | 268 | $18K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.0% | 265 | $17K |
| Bare Financial Services, Inc | 0.00% | Add +75.2% | 233 | $15K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 220 | $14K |
| Persistent Asset Partners Ltd | 0.00% | New | 211 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 200 | $13K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 165 | $11K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 163 | $11K |
| WPG Advisers, LLC | 0.01% | Add +1.3% | 153 | $10K |
| Hilltop National Bank | 0.00% | No change | 150 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 147 | $10K |
| Colonial Trust Co / SC | 0.00% | Add +2.3% | 134 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 125 | $8K |
| SJS Investment Consulting Inc. | 0.00% | Add +576.5% | 115 | $8K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 110 | $7K |
| International Assets Investment Management, LLC | 0.00% | Add +620.0% | 108 | $7K |
| S&T Bank | 0.00% | Reduce -17.1% | 107 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 106 | $7K |
| Marquette Asset Management, LLC | 0.00% | No change | 102 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -18.7% | 100 | $7K |
| Zions Bancorporation, National Association | 0.00% | Add +1.0% | 97 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +119.4% | 79 | $5K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 75 | $5K |
| 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% | No change | 65 | $4K |
| True Wealth Design, LLC | 0.00% | No change | 63 | $4K |
| NBT Bank, N.A. | 0.00% | Add +1.6% | 62 | $4K |
| Institute for Wealth Management, LLC. | 0.00% | New | 60 | $4K |
| Horizon Investments, LLC | 0.00% | New | 59 | $4K |
| CVA Family Office, LLC | 0.00% | Add +585.7% | 48 | $3K |
| JPL Wealth Management, LLC | 0.00% | No change | 47 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +43.8% | 46 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 42 | $3K |
| Union Savings Bank | 0.00% | No change | 39 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | New | 39 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +50.0% | 36 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 29 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 27 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 27 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 26 | $2K |
| Noble Wealth Management PBC | 0.00% | New | 24 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 15 | $982 |
| Financial Management Professionals, Inc. | 0.00% | No change | 14 | $916 |
| Ankerstar Wealth, LLC | 0.00% | No change | 13 | $850 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +140.0% | 12 | $785 |
| North Star Investment Management Corp. | 0.00% | No change | 12 | $785 |
| Creative Capital Management Investments LLC | 0.00% | New | 11 | $720 |
| Hughes Financial Services, LLC | 0.00% | No change | 10 | $654 |
| Torren Management, LLC | 0.00% | No change | 10 | $623 |
| Breakwater Investment Management | 0.00% | New | 9 | $589 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +350.0% | 9 | $589 |
| Prestige Wealth Management Group LLC | 0.00% | Add +200.0% | 9 | $589 |
| Gilpin Wealth Management, LLC | 0.00% | Add +166.7% | 8 | $524 |
| HFM Investment Advisors, LLC | 0.00% | Add +300.0% | 8 | $524 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -11.1% | 8 | $524 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -33.3% | 8 | $523 |
| American Capital Advisory, LLC | 0.00% | No change | 7 | $458 |
| NewEdge Advisors, LLC | 0.00% | No change | 7 | $458 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $327 |
| AdvisorNet Financial, Inc | 0.00% | New | 5 | $327 |
| Davis Capital Management | 0.00% | New | 4 | $262 |
| Abound Wealth Management | 0.00% | No change | 3 | $197 |
| Quarry LP | 0.00% | Reduce -95.1% | 3 | $196 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2 | $131 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 2 | $131 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $67 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $65 |
| Evolution Advisers, Inc. | 0.00% | New | 5 | $0 |
| Navigoe, LLC | 0.00% | New | 3 | $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.