Moelis & Co - MC

Sector: Financial · Industry: Investment Advice
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$5.158B
QoQ value delta ($000)
-$114.3M (-2.17%)
Implied price effect (QoQ)
-1.01%
Shares
Total shares
79,711,449
QoQ shares delta
-946,151 (-1.17%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 134 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
BlackRock, Inc. 592,570 9,057,944 0.01%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 354,114 5,412,938 1.1%
VANGUARD PORTFOLIO MANAGEMENT LLC 293,556 4,487,258 0.01%
VANGUARD CAPITAL MANAGEMENT LLC 219,246 3,351,361 0.0%
STATE STREET CORP 199,194 3,044,858 0.01%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 193,331 2,955,235 0.03%
LONDON CO OF VIRGINIA 182,600 2,791,199 1.04%
GEODE CAPITAL MANAGEMENT, LLC 154,379 2,359,476 0.01%
AMERIPRISE FINANCIAL INC 153,397 2,344,828 0.03%
WASATCH ADVISORS LP 134,253 2,334,025 1.0%
HighTower Advisors, LLC 120,599 1,843,458 0.12%
NATIXIS ADVISORS, LLC 112,620 1,721,484 0.13%
JONES FINANCIAL COMPANIES LLLP 110,233 1,709,578 0.04%
Madison Asset Management, LLC 109,065 1,667,157 1.3%
TIMUCUAN ASSET MANAGEMENT INC/FL 98,348 1,503,334 3.62%
DIMENSIONAL FUND ADVISORS LP 88,006 1,345,514 0.02%
GOLDMAN SACHS GROUP INC 82,916 1,267,442 0.01%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 79,519 1,215,510 0.12%
Channing Capital Management, LLC 73,723 1,281,707 1.93%
Fisher Asset Management, LLC 67,899 1,037,894 0.02%
Bank of New York Mellon Corp 65,447 1,000,415 0.01%
Heard Capital LLC 64,099 979,810 2.74%
MORGAN STANLEY 63,340 968,210 0.0%
WELLS FARGO & COMPANY/MN 60,868 930,431 0.01%
NORTHERN TRUST CORP 56,567 864,683 0.01%