MOELIS & CO (MC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
374
Reporting holders
$5.3B
Reported value
0.5%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $592.6M | 9,057,944 | 0.01% | 8q | +2.9%+$16.7M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $354.1M | 5,412,938 | 1.10% | 31q | -6.3%-$23.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $293.6M | 4,487,258 | 0.01% | 2q | -3.1%-$9.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $219.2M | 3,351,361 | 0.00% | 2q | +1.1%+$2.4M |
| WASATCH ADVISORS LP | $212.4M | 3,246,593 | 1.39% | 29q | -13.3%-$32.5M |
| STATE STREET CORP | $199.2M | 3,044,858 | 0.01% | 31q | +4.2%+$8.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $193.3M | 2,955,235 | 0.03% | 31q | +9.3%+$16.5M |
| Sixth Street Partners Management Company, L.P. | $193.3M | 2,955,235 | 0.03% | new | NEW |
| LONDON CO OF VIRGINIA | $182.6M | 2,791,199 | 1.04% | 29q | -3.9%-$7.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $154.4M | 2,359,476 | 0.01% | 31q | +8.8%+$12.4M |
| AMERIPRISE FINANCIAL INC | $153.4M | 2,344,828 | 0.03% | 31q | -45.4%-$127.5M |
| HighTower Advisors, LLC | $120.6M | 1,843,458 | 0.12% | 15q | +3.3%+$3.8M |
| JONES FINANCIAL COMPANIES LLLP | $110.2M | 1,709,578 | 0.04% | 9q | +32.5%+$27.0M |
| Madison Asset Management, LLC | $109.1M | 1,667,157 | 1.30% | 25q | -6.0%-$7.0M |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $98.3M | 1,503,334 | 3.62% | 29q | -0.8%-$743.6K |
| DIMENSIONAL FUND ADVISORS LP | $88.0M | 1,345,514 | 0.02% | 31q | +5.3%+$4.4M |
| Channing Capital Management, LLC | $87.5M | 1,338,234 | 2.02% | 3q | +2.3%+$2.0M |
| GOLDMAN SACHS GROUP INC | $82.9M | 1,267,442 | 0.01% | 31q | -27.8%-$31.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $79.5M | 1,215,510 | 0.12% | 2q | +1.8%+$1.4M |
| Fisher Asset Management, LLC | $67.9M | 1,037,894 | 0.02% | 16q | +0.9%+$605.6K |
| Bank of New York Mellon Corp | $65.4M | 1,000,415 | 0.01% | 31q | +0.7%+$426.4K |
| Heard Capital LLC | $64.1M | 979,810 | 2.74% | 27q | HELD |
| MORGAN STANLEY | $63.3M | 968,210 | 0.00% | 35q | +2.0%+$1.3M |
| WELLS FARGO & COMPANY/MN | $60.9M | 930,431 | 0.01% | 31q | -49.9%-$60.5M |
| NORTHERN TRUST CORP | $56.6M | 864,683 | 0.01% | 31q | +6.7%+$3.5M |
| JPMORGAN CHASE & CO | $50.0M | 791,833 | 0.00% | 31q | -32.8%-$24.4M |
| CITADEL ADVISORS LLC | $49.6M | 718,444 | 0.01% | 31q | +1042.1%+$45.3M |
| BANK OF AMERICA CORP /DE/ | $49.2M | 752,349 | 0.00% | 31q | +8.4%+$3.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $42.9M | 656,429 | 0.03% | 31q | +15.9%+$5.9M |
| JENNISON ASSOCIATES LLC | $42.1M | 643,712 | 0.03% | 31q | -18.8%-$9.7M |
| VANGUARD FIDUCIARY TRUST CO | $35.0M | 534,677 | 0.01% | 2q | +3.9%+$1.3M |
| ROYAL BANK OF CANADA | $34.9M | 533,542 | 0.01% | 31q | -17.9%-$7.6M |
| EMERALD ADVISERS, LLC | $34.8M | 531,883 | 0.82% | 31q | -3.0%-$1.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $34.3M | 524,027 | 0.04% | 31q | +41.5%+$10.1M |
| Public Sector Pension Investment Board | $33.4M | 511,106 | 0.04% | 13q | +78.9%+$14.7M |
| Junto Capital Management LP | $31.5M | 481,954 | 0.55% | new | NEW |
| Tributary Capital Management, LLC | $30.1M | 459,690 | 2.47% | 27q | -3.5%-$1.1M |
| UBS Group AG | $29.2M | 445,789 | 0.00% | 31q | -5.3%-$1.6M |
| NORGES BANK | $28.3M | 433,073 | 0.00% | 32q | -30.6%-$12.5M |
| RAYMOND JAMES FINANCIAL INC | $28.2M | 430,844 | 0.01% | 7q | -7.0%-$2.1M |
| ROYCE & ASSOCIATES LP | $27.8M | 424,508 | 0.22% | 31q | +28.6%+$6.2M |
| Freestone Grove Partners LP | $27.1M | 415,005 | 0.17% | new | NEW |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $27.0M | 412,153 | 0.14% | 2q | +8.3%+$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | $26.0M | 397,569 | 0.01% | 31q | +2.6%+$648.3K |
| Woodline Partners LP | $25.1M | 383,317 | 0.08% | 2q | +168.9%+$15.8M |
| CAPITAL MANAGEMENT CORP /VA | $24.0M | 367,076 | 3.60% | 26q | +3.3%+$774.4K |
| PRINCIPAL FINANCIAL GROUP INC | $23.8M | 363,650 | 0.01% | 25q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $22.4M | 342,644 | 0.03% | 8q | +56.1%+$8.1M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $22.4M | 342,465 | 0.79% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $22.1M | 337,349 | 0.01% | 7q | -3.2%-$721.7K |
| CANADA PENSION PLAN INVESTMENT BOARD | $18.9M | 288,900 | 0.01% | 7q | +1.2%+$229.0K |
| SEI INVESTMENTS CO | $18.6M | 284,910 | 0.02% | 31q | -12.7%-$2.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.1M | 283,885 | 0.03% | 10q | HELD |
| DEUTSCHE BANK AG\ | $17.8M | 272,492 | 0.01% | 34q | -9.9%-$1.9M |
| Invesco Ltd. | $15.0M | 229,255 | 0.00% | 31q | +11.5%+$1.6M |
| Prana Capital Management, LP | $14.3M | 219,265 | 0.44% | 2q | +21.0%+$2.5M |
| Penn Capital Management Company, LLC | $13.8M | 210,064 | 0.87% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.7M | 18,626 | 0.00% | 31q | -63.3%-$23.7M |
| CRAMER ROSENTHAL MCGLYNN LLC | $13.2M | 201,323 | 0.67% | 14q | +56.6%+$4.8M |
| VICTORY CAPITAL MANAGEMENT INC | $13.0M | 198,144 | 0.01% | 16q | +74.7%+$5.5M |
| Legal & General Group Plc | $12.7M | 194,336 | 0.00% | 31q | +4.4%+$537.4K |
| FIRST TRUST ADVISORS LP | $12.5M | 191,599 | 0.01% | 5q | +127.6%+$7.0M |
| RHUMBLINE ADVISERS | $11.8M | 180,413 | 0.01% | 31q | -12.5%-$1.7M |
| Nuveen, LLC | $11.7M | 179,466 | 0.00% | 6q | -10.5%-$1.4M |
| STIFEL FINANCIAL CORP | $10.3M | 157,760 | 0.01% | 31q | -6.5%-$720.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.9M | 150,866 | 0.00% | 14q | -2.4%-$242.4K |
| Swiss National Bank | $9.6M | 147,300 | 0.01% | 31q | +0.6%+$58.9K |
| Balyasny Asset Management L.P. | $9.3M | 141,768 | 0.01% | new | NEW |
| Longaeva Partners L.P. | $9.0M | 138,324 | 0.20% | new | NEW |
| Schonfeld Strategic Advisors LLC | $8.9M | 135,698 | 0.03% | 5q | +233.4%+$6.2M |
| AMERICAN CENTURY COMPANIES INC | $8.1M | 123,765 | 0.00% | 5q | +69.0%+$3.3M |
| Corient Private Wealth LP | $7.5M | 114,059 | 0.00% | 5q | +98.0%+$3.7M |
| First Eagle Investment Management, LLC | $7.2M | 110,000 | 0.01% | 14q | +46.5%+$2.3M |
| Pier Capital, LLC | $6.8M | 104,681 | 0.91% | 8q | -24.6%-$2.2M |
| Empowered Funds, LLC | $6.6M | 100,128 | 0.03% | 11q | +3.8%+$242.2K |
| ALPS ADVISORS INC | $6.2M | 94,704 | 0.03% | 4q | +17.4%+$916.8K |
| Quantinno Capital Management LP | $6.2M | 94,367 | 0.01% | 7q | +7.8%+$447.0K |
| ALLIANCEBERNSTEIN L.P. | $5.7M | 99,343 | 0.00% | 31q | +3.2%+$175.0K |
| FEDERATED HERMES, INC. | $5.6M | 85,252 | 0.01% | 6q | +4.9%+$260.6K |
| Palisades Investment Partners, LLC | $5.5M | 84,500 | 1.57% | 9q | +8.9%+$449.6K |
| REGIONS FINANCIAL CORP | $5.4M | 82,564 | 0.03% | 31q | -9.8%-$587.7K |
| Callan Family Office, LLC | $5.3M | 81,327 | 0.10% | 8q | HELD |
| PRUDENTIAL FINANCIAL INC | $5.0M | 77,150 | 0.01% | 15q | +1.9%+$91.9K |
| AXIOM INVESTORS LLC /DE | $5.0M | 76,770 | 0.04% | 8q | -48.9%-$4.8M |
| Interval Partners, LP | $5.0M | options only | 0.13% | new | OPTIONS |
| B. Metzler seel. Sohn & Co. AG | $4.7M | 71,989 | 0.04% | 19q | HELD |
| LPL Financial LLC | $4.5M | 69,052 | 0.00% | 30q | +5.0%+$213.7K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4.5M | 68,711 | 0.01% | 6q | +9.6%+$393.6K |
| &PARTNERS | $4.4M | 67,660 | 0.02% | 9q | +17.8%+$669.2K |
| IMC-Chicago, LLC | $4.4M | 17,693 | 0.00% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.3M | 66,443 | 0.00% | 2q | HELD |
| EFG International AG | $4.2M | 63,816 | 0.08% | 3q | +9.0%+$346.1K |
| Ensign Peak Advisors, Inc | $4.1M | 62,302 | 0.01% | 15q | +32.3%+$996.2K |
| Mirae Asset Global Investments Co., Ltd. | $4.1M | 62,151 | 0.01% | 6q | -40.0%-$2.7M |
| Louisiana State Employees Retirement System | $4.0M | 65,400 | 0.03% | 13q | +99.4%+$2.0M |
| Hilton Capital Management, LLC | $3.8M | 58,226 | 0.26% | 8q | +4.7%+$170.8K |
| Vestmark Advisory Solutions, Inc. | $3.8M | 58,131 | 0.04% | 22q | +48.8%+$1.2M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $3.5M | 53,041 | 0.04% | 17q | +1.0%+$33.8K |
| PARK CIRCLE Co | $3.3M | 49,876 | 2.78% | 31q | HELD |
| Cresset Asset Management, LLC | $3.3M | 49,863 | 0.01% | 5q | +51.2%+$1.1M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-16 | 13G/A | Wasatch Advisors LP | 4.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 374 | $5.3B | 80,702,281 | 52 | 146 | 114 | 0.5% |
| Q1 2026 | 378 | $4.6B | 80,772,140 | 58 | 148 | 111 | 0.2% |
| Q4 2025 | 374 | $5.1B | 74,591,217 | 44 | 130 | 136 | 0.2% |
| Q3 2025 | 363 | $5.3B | 74,698,431 | 54 | 138 | 98 | 0.3% |
| Q2 2025 | 344 | $4.6B | 74,459,765 | 53 | 141 | 103 | 0.1% |
| Q1 2025 | 346 | $4.3B | 72,989,338 | 62 | 148 | 84 | 0.1% |
| Q4 2024 | 326 | $5.1B | 69,175,698 | 45 | 98 | 100 | 0.2% |
| Q3 2024 | 306 | $4.8B | 70,422,336 | 55 | 91 | 93 | 0.3% |
| Q2 2024 | 268 | $4.1B | 71,642,564 | 25 | 89 | 84 | 0.2% |
| Q1 2024 | 277 | $4.1B | 72,123,725 | 46 | 70 | 95 | 0.1% |
| Q4 2023 | 250 | $4.0B | 70,528,876 | 39 | 69 | 87 | 0.1% |
| Q3 2023 | 233 | $3.1B | 69,191,856 | 24 | 75 | 85 | 0.1% |
| Q2 2023 | 223 | $3.2B | 71,422,120 | 39 | 84 | 62 | 0.2% |
| Q1 2023 | 206 | $2.4B | 61,402,913 | 21 | 78 | 64 | 0.1% |
| Q4 2022 | 188 | $2.1B | 53,363,278 | 28 | 73 | 56 | 0.1% |
| Q3 2022 | 244 | $2.1B | 62,637,166 | 24 | 118 | 63 | 0.4% |
| Q2 2022 | 255 | $2.4B | 61,611,955 | 33 | 96 | 81 | 0.3% |
| Q1 2022 | 278 | $2.8B | 59,016,635 | 25 | 119 | 93 | 0.1% |
| Q4 2021 | 312 | $3.6B | 58,049,798 | 44 | 115 | 91 | 0.2% |
| Q3 2021 | 287 | $3.5B | 56,170,261 | 42 | 100 | 80 | 0.2% |
| Q2 2021 | 269 | $3.2B | 56,435,506 | 39 | 100 | 66 | 0.4% |
| Q1 2021 | 258 | $3.2B | 57,486,048 | 53 | 76 | 86 | 0.1% |
| Q4 2020 | 230 | $2.6B | 56,233,420 | 46 | 65 | 62 | 0.3% |
| Q3 2020 | 189 | $2.0B | 56,971,496 | 29 | 59 | 61 | 0.3% |
| Q2 2020 | 189 | $1.8B | 58,874,270 | 36 | 86 | 43 | 0.3% |
| Q1 2020 | 172 | $1.5B | 51,952,846 | 26 | 71 | 46 | 0.3% |
| Q4 2019 | 183 | $1.5B | 46,628,421 | 19 | 65 | 60 | 0.4% |
| Q3 2019 | 194 | $1.5B | 44,831,580 | 32 | 74 | 58 | 0.4% |
| Q2 2019 | 195 | $1.6B | 45,256,885 | 39 | 76 | 52 | 0.3% |
| Q1 2019 | 218 | $1.9B | 45,722,379 | 35 | 77 | 64 | 0.1% |
| Q4 2018 | 223 | $1.5B | 44,162,889 | 6 | 3 | 6 | 0.3% |