13F

Stock

Moelis & Co

MC · held by 16 managers

Reported value

$162.4M

Holders

16

+1 new · −0 exited

Holders’ est. mark

$1.53M

Price effect on 5 books still in the name

Largest holder

$59.7M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY837.2K$59.7MHeld
BANK OF AMERICA CORP /DE/772.4K$55.1MHeld
Tributary Capital Management, LLC396.8K$28.3MHeld
BARCLAYS PLC121.1K$8.64M$1.09MCut−$1.56M
TUDOR INVESTMENT CORP ET AL80.2K$5.72MHeld
Cresset Asset Management, LLC32.8K$2.34M$280.3KAdded$400K
Sanctuary Advisors, LLC11.1K$789.1K$97.6KAdded$112.8K
Invst, LLC11K$784.3KHeld
DGS Capital Management, LLC4.58K$326.9K$39.9KAdded$50.4K
Swiss Life Asset Management Ltd3.42K$244KNew
GW HENSSLER & ASSOCIATES LTD3.25K$231.9KHeld
Essential Partners LLC2.21K$157.7K$19.9KAdded$19.9K
IFP Advisors, Inc1.09K$77.8KHeld
Allworth Financial LP419$29.9KHeld
SkyView Investment Advisors, LLC16.6K$1.18KHeld
KBC Group NV2.02K$144Held

Positions as of Q3 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.