13F

Stock

Moelis & Co

MC · held by 8 managers

Reported value

$16.3M

Holders

8

+2 new · −1 exited

Holders’ est. mark

$743.3K

Price effect on 4 books still in the name

Largest holder

$10.2M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC163.7K$10.2M$526.8KAdded$2.44M
FIRST NATIONAL BANK OF OMAHA45.6K$2.84M$175.4KAdded$253.6K
Cresset Asset Management, LLC31.2K$1.94MHeld
Sanctuary Advisors, LLC10.9K$676.3K$40.7KAdded$77.3K
DGS Capital Management, LLC4.44K$276.5KNew
ELEVATION POINT WEALTH PARTNERS, LLC3.05K$190KNew
Essential Partners LLC2.21K$137.8KHeld
DANSKE BANK A/S100$6.23K$396Added$396

Who left

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.