MOELIS & CO - CLASS A MC
$68.55
+3.2% 52w: $50.87 – $76.21
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data50.8763.5476.21
Jun 20, 2025 Jul 2, 2026
Institutional holders
404
+1 QoQ
13F value
$4.65B
-15.8% QoQ
Smart-money holders
13
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
25.0×
$7.8M calls / $314K puts
Institutional value by quarter
Number of holders
Who owns MC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 8.8M | $501.7M | 0.0% | -0.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 5.8M | $329.3M | 1.0% | -4.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 4.6M | $263.8M | 0.0% | — |
| WASATCH ADVISORS LP | Other | 3.7M | $213.3M | 1.4% | +9.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.3M | $189.0M | 0.0% | — |
| STATE STREET CORP | Index provider | 2.9M | $166.5M | 0.0% | +2.3% |
| LONDON CO OF VIRGINIA | Other | 2.9M | $165.5M | 1.0% | -5.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.7M | $154.1M | 0.0% | -15.4% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 2.2M | $123.7M | 0.0% | +4.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.1M | $122.4M | 0.0% | -19.8% |
| HighTower Advisors, LLC | Diversified mechanical | 1.8M | $101.8M | 0.1% | +28.8% |
| Madison Asset Management, LLC | Other | 1.8M | $101.1M | 1.3% | +45.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.8M | $100.0M | 0.0% | -6.5% |
| TIMUCUAN ASSET MANAGEMENT INC/FL ★3 | Fundamental concentrated | 1.5M | $86.3M | 3.2% | +7.7% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 1.4M | $77.1M | 0.1% | +32.6% |
| Channing Capital Management, LLC | Other | 1.3M | $74.6M | 1.9% | +460.1% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.3M | $72.8M | 0.0% | +5.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.3M | $70.1M | 0.0% | +55574.7% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 1.2M | $68.0M | 0.1% | New |
| JPMORGAN CHASE & CO | Bank broker | 1.2M | $64.7M | 0.0% | +14.8% |
| Fisher Asset Management, LLC | Long only active | 1.0M | $58.6M | 0.0% | +125.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 993.9K | $56.7M | 0.0% | -1.1% |
| Heard Capital LLC ★3 | Fundamental concentrated | 979.8K | $55.8M | 2.9% | -0.2% |
| MORGAN STANLEY | Bank broker | 949.0K | $54.1M | 0.0% | +16.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 927.7K | $52.9M | 0.0% | -1.4% |
| Aristotle Capital Management, LLC | Other | 93.4K | $49.8M | 0.1% | -5.2% |
| NORTHERN TRUST CORP | Index provider | 810.5K | $46.2M | 0.0% | +3.0% |
| JENNISON ASSOCIATES LLC | Other | 792.6K | $45.2M | 0.0% | -15.3% |
| Capital World Investors | Long only active | 719.0K | $41.0M | 0.0% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 693.8K | $39.5M | 0.0% | +0.9% |
| ROYAL BANK OF CANADA | Bank broker | 649.7K | $37.0M | 0.0% | +43.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 566.2K | $32.3M | 0.0% | -0.9% |
| EMERALD ADVISERS, LLC | Other | 548.1K | $31.2M | 1.0% | -11.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 514.4K | $29.3M | 0.0% | — |
| Tributary Capital Management, LLC | Other | 476.2K | $27.1M | 2.6% | +28.8% |
| UBS Group AG | Bank broker | 471.0K | $26.8M | 0.0% | -24.6% |
| FIRST MANHATTAN CO. LLC. | Other | 50.0K | $26.7M | 0.1% | -70.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 463.5K | $26.4M | 0.0% | +6.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 387.7K | $22.1M | 0.0% | +13.7% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Other | 380.7K | $21.7M | 0.1% | New |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 370.2K | $21.1M | 0.0% | +239.7% |
| VOYA INVESTMENT MANAGEMENT LLC | Diversified mechanical | 367.9K | $21.0M | 0.0% | -21.5% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 361.9K | $20.6M | 0.0% | +2.3% |
| CAPITAL MANAGEMENT CORP /VA ★2 | Fundamental diversified | 355.2K | $20.2M | 3.5% | +15.1% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 348.4K | $19.9M | 0.0% | +48.8% |
| EMERALD MUTUAL FUND ADVISERS TRUST | Other | 342.5K | $19.5M | 0.9% | -5.8% |
| ROYCE & ASSOCIATES LP | Other | 330.0K | $18.8M | 0.2% | +101.6% |
| SEI INVESTMENTS CO | Diversified mechanical | 326.4K | $18.6M | 0.0% | -2.1% |
| DEUTSCHE BANK AG\ | Bank broker | 302.3K | $17.2M | 0.0% | +19.5% |
| Public Sector Pension Investment Board | Pension sovereign | 285.8K | $16.3M | 0.1% | +11.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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