13F

Stock

Moelis & Co

MC · held by 400 managers

Reported value

$5.13B

Holders

400

+2 new · −0 exited

Holders’ est. mark

$646.9K

Price effect on 12 books still in the name

Largest holder

$605.6M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.8.81M$605.6MHeld
Vanguard8.51M$584.9MHeld
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC6.03M$414.8MHeld
WASATCH ADVISORS LP3.43M$236MHeld
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.19M$219.6MHeld
LONDON CO OF VIRGINIA3.06M$210.5MHeld
State Street2.86M$196.3MHeld
AMERIPRISE FINANCIAL INC2.68M$184.1MHeld
GEODE CAPITAL MANAGEMENT, LLC2.09M$143.4MHeld
GOLDMAN SACHS GROUP INC1.88M$129MHeld
TIMUCUAN ASSET MANAGEMENT INC/FL1.41M$96.6MHeld
HighTower Advisors, LLC1.39M$95.3MHeld
Madison Asset Management, LLC1.22M$83.7MHeld
DIMENSIONAL FUND ADVISORS LP1.22M$83.6MHeld
JPMORGAN CHASE & CO1.03M$70.5MHeld
Bank of New York Mellon Corp1M$69.1MHeld
Heard Capital LLC981.5K$67.5MHeld
WELLS FARGO & COMPANY/MN940.9K$64.7MHeld
JENNISON ASSOCIATES LLC935.5K$64.3MHeld
Balyasny Asset Management L.P.885.3K$60.9MHeld
MORGAN STANLEY813.2K$55.9M−$2.1MCut−$3.81M
NORTHERN TRUST CORP786.7K$54.1MHeld
Capital World Investors719K$49.4MHeld
BANK OF AMERICA CORP /DE/687.7K$47.3M−$1.77MCut−$7.81M
UBS Group AG624.4K$42.9MHeld
NORGES BANK624.4K$42.9M$5.87MAdded$9.93M
EMERALD ADVISERS, LLC615.6K$42.3MHeld
MANUFACTURERS LIFE INSURANCE COMPANY, THE571.2K$39.3MHeld
BAMCO INC /NY/513.2K$35.3MHeld
VOYA INVESTMENT MANAGEMENT LLC468.5K$32.2MHeld
Fisher Asset Management, LLC456.9K$31.4MHeld
ROYAL BANK OF CANADA454K$31.2MHeld
RAYMOND JAMES FINANCIAL INC435.8K$30MHeld
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC381.5K$29.2MHeld
Tributary Capital Management, LLC369.8K$25.4M−$954KCut−$2.88M
EMERALD MUTUAL FUND ADVISERS TRUST363.5K$25MHeld
PRINCIPAL FINANCIAL GROUP INC353.9K$24.3MHeld
Freestone Grove Partners LP345.8K$23.8MHeld
Artisan Partners Limited Partnership344K$23.6MHeld
ENVESTNET ASSET MANAGEMENT INC340.9K$23.4MHeld
SEI INVESTMENTS CO333.3K$22.9MHeld
CANADA PENSION PLAN INVESTMENT BOARD321.8K$22.1MHeld
CAPITAL MANAGEMENT CORP /VA308.6K$21.2MHeld
Renaissance Technologies295.9K$20.3MHeld
AXIOM INVESTORS LLC /DE261.1K$17.9MHeld
PUBLIC SECTOR PENSION INVESTMENT BOARD256.1K$17.6MHeld
DEUTSCHE BANK AG\252.9K$17.4MHeld
ADAGE CAPITAL PARTNERS GP, L.L.C.239.9K$16.5MHeld
Icahn Capital234.2K$16.1MHeld
Channing Capital Management, LLC233.5K$16.1MHeld
CRAMER ROSENTHAL MCGLYNN LLC221.5K$15.2MHeld
Nuveen, LLC213.6K$14.7MHeld
TUDOR INVESTMENT CORP ET AL207.9K$14.3M−$206.8KAdded$8.57M
Legal & General Group Plc199.7K$13.7MHeld
RHUMBLINE ADVISERS198.2K$13.6MHeld
Cander Asset Management LP196.7K$13.5MHeld
Invesco Ltd.193.4K$13.3MHeld
Citadel188.2K$12.9MHeld
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC187.8K$12.9MHeld
Assenagon Asset Management S.A.182.1K$12.5MHeld
ROYCE & ASSOCIATES LP163.7K$11.3MHeld
Susquehanna Portfolio Strategies, LLC151.5K$10.4MHeld
Swiss National Bank146.4K$10.1MHeld
Pier Capital, LLC141.4K$9.72MHeld
D. E. Shaw & Co., Inc.134.4K$9.24MHeld
STIFEL FINANCIAL CORP133.5K$9.17MHeld
BARCLAYS PLC131K$9M−$312.5KAdded$363.3K
Fidelity122.6K$8.43MHeld
Longaeva Partners L.P.110.7K$7.61MHeld
NEW YORK STATE COMMON RETIREMENT FUND109K$7.49MHeld
DIVERSIFY WEALTH MANAGEMENT, LLC94.9K$6.99MHeld
LOS ANGELES CAPITAL MANAGEMENT LLC105.8K$6.8MHeld
REGIONS FINANCIAL CORP97.7K$6.72MHeld
VICTORY CAPITAL MANAGEMENT INC89.1K$6.12MHeld
ALLIANCEBERNSTEIN L.P.88.7K$6.1MHeld
MILLENNIUM MANAGEMENT LLC87.8K$6.04MHeld
FIRST TRUST ADVISORS LP87.7K$6.03MHeld
Blue Zone Wealth Advisors, LLC82.5K$5.67MHeld
ALPS ADVISORS INC80.7K$5.55MHeld
Callan Family Office, LLC80.6K$5.54MHeld
First Eagle Investment Management, LLC79.3K$5.45MHeld
Palisades Investment Partners, LLC77.9K$5.36MHeld
Empowered Funds, LLC76.1K$5.23MHeld
Holocene Advisors, LP73.2K$5.03MHeld
FEDERATED HERMES, INC.72.8K$5.01MHeld
PRUDENTIAL FINANCIAL INC70.7K$4.98MHeld
EFG International AG71K$4.88MHeld
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM70.5K$4.84MHeld
Mirae Asset Global Investments Co., Ltd.66.9K$4.6MHeld
BW Gestao de Investimentos Ltda.64K$4.4MHeld
LPL Financial LLC63K$4.33MHeld
B. Metzler seel. Sohn & Co. AG62.6K$4.3MHeld
New Age Alpha Advisors, LLC60.9K$4.19MHeld
Vestmark Advisory Solutions, Inc.55.1K$3.79MHeld
&PARTNERS53K$3.64MHeld
OPPENHEIMER ASSET MANAGEMENT INC.50.7K$3.49MHeld
PARK CIRCLE Co50.2K$3.45MHeld
Hilton Capital Management, LLC48.6K$3.34MHeld
NEUBERGER BERMAN GROUP LLC47.4K$3.26MHeld
CITIGROUP INC44.7K$3.07MHeld
FIRST NATIONAL BANK OF OMAHA44.2K$3.04M$283.9KAdded$200.6K
NewEdge Wealth, LLC44.1K$3.03MHeld
MetLife Investment Management, LLC41.5K$2.85MHeld
TWO SIGMA ADVISERS, LP40.6K$2.79MHeld
Orion Porfolio Solutions, LLC40.1K$2.76MHeld
Verdence Capital Advisors LLC39.3K$2.7MHeld
COMERICA BANK37.5K$2.58MHeld
TEACHER RETIREMENT SYSTEM OF TEXAS37.2K$2.56MHeld
Magnetar Financial LLC36.5K$2.51MHeld
Illinois Municipal Retirement Fund36.5K$2.51MHeld
Man Group plc35.9K$2.47MHeld
Diversify Advisory Services, LLC31.7K$2.46MHeld
State of Tennessee, Department of Treasury34.1K$2.44MHeld
State of New Jersey Common Pension Fund D35.4K$2.43MHeld
JANUS HENDERSON GROUP PLC34.6K$2.38MHeld
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.34.5K$2.37MHeld
Louisiana State Employees Retirement System33.9K$2.33MHeld
Tidal Investments LLC33.9K$2.33MHeld
Zurcher Kantonalbank (Zurich Cantonalbank)33.6K$2.31MHeld
FRED ALGER MANAGEMENT, LLC32.9K$2.26MHeld
Moran Wealth Management, LLC32.8K$2.25MHeld
Cresset Asset Management, LLC32.6K$2.24M−$84KCut−$103.6K
BNP PARIBAS FINANCIAL MARKETS32.6K$2.24MHeld
GABELLI FUNDS LLC32K$2.2MHeld
Pathstone Holdings, LLC31.8K$2.19MHeld
ZACKS INVESTMENT MANAGEMENT31.1K$2.13MHeld
EAGLE ROCK INVESTMENT COMPANY, LLC30.1K$2.07MHeld
Knights of Columbus Asset Advisors LLC29.6K$2.04MHeld
Quantinno Capital Management LP28.8K$1.98MHeld
Russell Investments Group, Ltd.28.2K$1.94MHeld
Salvus Wealth Management, LLC27.9K$1.92MHeld
INTECH INVESTMENT MANAGEMENT LLC27.2K$1.87MHeld
Ensign Peak Advisors, Inc26.8K$1.84MHeld
O'SHAUGHNESSY ASSET MANAGEMENT, LLC26.4K$1.81MHeld
AMERICAN CENTURY COMPANIES INC26K$1.78MHeld
Jefferies Financial Group Inc.24.8K$1.7MHeld
M&T Bank Corp24.2K$1.66MHeld
Universal- Beteiligungs- und Servicegesellschaft mbH22.8K$1.57MHeld
YOUSIF CAPITAL MANAGEMENT, LLC20.7K$1.55MHeld
Atria Investments, Inc21.7K$1.49MHeld
GREENWOOD CAPITAL ASSOCIATES LLC21.4K$1.47MHeld
Cerity Partners LLC21.1K$1.45MHeld
Integrated Quantitative Investments LLC21K$1.44MHeld
Hennion & Walsh Asset Management, Inc.20.9K$1.44MHeld
ARIZONA STATE RETIREMENT SYSTEM20.9K$1.43MHeld
Police & Firemen's Retirement System of New Jersey20.3K$1.39MHeld
HSBC HOLDINGS PLC19.7K$1.36MHeld
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM19K$1.31MHeld
Elo Mutual Pension Insurance Co19K$1.3MHeld
Schonfeld Strategic Advisors LLC18.4K$1.26MHeld
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS18.3K$1.26MHeld
OREGON PUBLIC EMPLOYEES RETIREMENT FUND17K$1.17MHeld
CAMPBELL NEWMAN ASSET MANAGEMENT INC16.6K$1.14MHeld
KLP KAPITALFORVALTNING AS15.9K$1.09MHeld
State of Wyoming15.6K$1.07MHeld
Vanguard Personalized Indexing Management, LLC15.4K$1.06MHeld
OneDigital Investment Advisors LLC15.4K$1.06MHeld
J2 Capital Management Inc15.3K$1.05MHeld
Mariner, LLC15.1K$1.04MHeld
MERCER GLOBAL ADVISORS INC /ADV15K$1.03MHeld
STRS OHIO14.8K$1.02MHeld
Harbor Advisors LLC14.8K$1.02MHeld
Versor Investments LP14.7K$1.01MHeld
Steward Partners Investment Advisory, LLC14.7K$1.01MHeld
ProShare Advisors LLC14.4K$992.3KHeld
Drucker Wealth 3.0, LLC13.8K$952.1KHeld
SIERRA SUMMIT ADVISORS LLC12.7K$872KHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP12.2K$838.7KHeld
Cetera Investment Advisers12.1K$835KHeld
SANDLER CAPITAL MANAGEMENT12K$824.1KHeld
Curated Wealth Partners LLC12K$821.9KHeld
Pictet Asset Management Holding SA11.5K$791.5KHeld
Squarepoint Ops LLC11.4K$784.8KHeld
FRANKLIN RESOURCES INC11.4K$783.6KHeld
Strata Wealth Advisors, LLC11.4K$783.4KHeld
CAPTRUST FINANCIAL ADVISORS11.4K$781.4KHeld
Quantum Private Wealth, LLC11.3K$777.7KHeld
Geneos Wealth Management Inc.11.2K$767.1KHeld
Impact Capital Partners LLC11.1K$766.3KHeld
Limestone Investment Advisors LP1K$757.6KHeld
Maryland State Retirement & Pension System10.9K$749.7KHeld
Sanctuary Advisors, LLC10.7K$732.7K−$27.5KCut−$56.4K
Odyssean, LLC10.6K$729.9KHeld
Cornerstone Investment Partners, LLC10.5K$723.3KHeld
Corient Private Wealth LLC10.5K$720.8KHeld
US BANCORP \DE\10.5K$720.3KHeld
TRUIST FINANCIAL CORP10.5K$719KHeld
Invst, LLC10.2K$701.1K−$26.3KCut−$83.2K
Argent Trust Co9.73K$669.1KHeld
NAPLES GLOBAL ADVISORS, LLC9.34K$642.1KHeld
WESBANCO BANK INC8.89K$611KHeld
Indivisible Partners8.78K$603.7KHeld
TRUST POINT INC.8.61K$592KHeld
Merit Financial Group, LLC8.52K$586KHeld
OSAIC HOLDINGS, INC.8.52K$585.5KHeld
PEAK FINANCIAL ADVISORS LLC8.51K$584.8KHeld
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC8.46K$581.3KHeld
First National Advisers, LLC8.32K$572.1KHeld
Advyzon Investment Management, LLC8.07K$554.5KHeld
AlphaQuest LLC7.67K$527.3KHeld
PNC Financial Services Group, Inc.7.67K$527.3KHeld
Creative Planning7.65K$525.8KHeld
COMMONWEALTH EQUITY SERVICES, LLC7.58K$521KHeld
AVIVA PLC7.47K$513.5KHeld
INDEPENDENT FINANCIAL GROUP, LLC7.46K$512.9KNew
XTX Topco Ltd7.32K$503KHeld
KEYBANK NATIONAL ASSOCIATION/OH7.24K$497.5KHeld
Apollon Wealth Management, LLC7.23K$497KHeld
DGS Capital Management, LLC6.91K$475.1K−$11.8KAdded$148.3K
MML INVESTORS SERVICES, LLC6.85K$470.9KHeld
Verition Fund Management LLC6.8K$467.4KHeld
Farringdon Capital, Ltd.6.68K$459.5KHeld
PICTON MAHONEY ASSET MANAGEMENT6.67K$458.5KHeld
D.A. DAVIDSON & CO.6.67K$458.2KHeld
Financiere des Professionnels - Fonds d'investissement inc.6.6K$453.9KHeld
NISA INVESTMENT ADVISORS, LLC6.49K$445.9KHeld
Fulton Bank, N.A.6.48K$445.5KHeld
O'ROURKE & COMPANY, Inc6.46K$444.1KHeld
MGO ONE SEVEN LLC6.45K$443.6KHeld
Swiss Life Asset Management Ltd6.43K$441.8K−$8.83KAdded$197.8K
World Investment Advisors6.29K$432.3KHeld
Private Advisor Group, LLC6.19K$425.7KHeld
Pinnacle Financial Partners, Inc.6.19K$425.3KHeld
QRG CAPITAL MANAGEMENT, INC.6.08K$417.6KHeld
Ameritas Investment Partners, Inc.6.04K$414.9KHeld
New England Research & Management, Inc.6K$412.4KHeld
GAMCO INVESTORS, INC. ET AL6K$412.4KHeld
XPONANCE LLC5.89K$405.2KHeld
PROFUND ADVISORS LLC5.79K$397.7KHeld
CHOREO, LLC5.57K$392.6KHeld
Advisory Services Network, LLC5.65K$388.4KHeld
Kestra Investment Management, LLC5.56K$382KHeld
MACKENZIE FINANCIAL CORP5.42K$381.4KHeld
Rockefeller Capital Management L.P.5.51K$378.9KHeld
Capital Investment Advisory Services, LLC5.22K$358.7KHeld
IEQ CAPITAL, LLC5.19K$356.7KHeld
BANK OF MONTREAL /CAN/5.04K$346.6KHeld
Focus Partners Wealth5.03K$345.7KHeld
CIBC WORLD MARKETS CORP4.92K$338.2KHeld
BENJAMIN EDWARDS INC4.9K$337KHeld
Trajan Wealth LLC4.86K$333.9KHeld
Heritage Family Offices, LLP4.79K$329.3KHeld
JACOBS LEVY EQUITY MANAGEMENT, INC4.67K$321.4KHeld
AE Wealth Management LLC4.52K$311KHeld
Integrated Wealth Concepts LLC4.5K$309.1KHeld
TRITONPOINT WEALTH, LLC4.49K$308.8KHeld
Envestnet Portfolio Solutions, Inc.4.46K$306.2KHeld
CIBC Asset Management Inc4.22K$289.9KHeld
Modern Wealth Management, LLC4.06K$279.2KHeld
STATE OF WISCONSIN INVESTMENT BOARD4.04K$277.4KHeld

Positions as of Q4 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.