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

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.