13F

Stock

Moelis & Co

MC · held by 400 managers

Reported value

$4.42B

Holders

400

+55 new · −57 exited

Holders’ est. mark

−$695.4M

Price effect on 216 books still in the name

Largest holder

$501.7M

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.8.8M$501.7M−$103.3MCut−$103.9M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.78M$329.3M−$67.8MCut−$85.4M
VANGUARD PORTFOLIO MANAGEMENT LLC4.63M$263.8MHeld
WASATCH ADVISORS LP3.74M$213.3M−$40.3MCut−$22.6M
VANGUARD CAPITAL MANAGEMENT LLC3.32M$189MHeld
State Street2.92M$166.5M−$33.5MCut−$29.8M
LONDON CO OF VIRGINIA2.9M$165.5M−$34.1MCut−$45M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.7M$154.1M−$31.7MCut−$65.5M
GEODE CAPITAL MANAGEMENT, LLC2.17M$123.7M−$24.5MCut−$19.7M
AMERIPRISE FINANCIAL INC2.15M$122.4M−$25.2MCut−$61.7M
HighTower Advisors, LLC1.79M$101.8M−$16.3MAdded$6.51M
Madison Asset Management, LLC1.77M$101.1M−$14.3MAdded$17.4M
GOLDMAN SACHS GROUP INC1.76M$100M−$20.6MCut−$29M
TIMUCUAN ASSET MANAGEMENT INC/FL1.51M$86.3M−$16.5MCut−$10.3M
Channing Capital Management, LLC1.31M$74.6M−$2.74MAdded$58.5M
DIMENSIONAL FUND ADVISORS LP1.28M$72.8M−$14.3MCut−$10.8M
JONES FINANCIAL COMPANIES LLLP1.29M$70.1M−$33.5KAdded$69.9M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1.19M$68MNew
JPMORGAN CHASE & CO1.18M$64.7M−$14.2MCut−$5.87M
Fisher Asset Management, LLC1.03M$58.6M−$5.36MAdded$27.2M
Bank of New York Mellon Corp993.9K$56.7M−$11.7MCut−$12.4M
Heard Capital LLC979.8K$55.8M−$11.5MCut−$11.6M
MORGAN STANLEY949K$54.1M−$9.55MCut−$1.81M
WELLS FARGO & COMPANY/MN927.7K$52.9M−$10.9MCut−$11.8M
NORTHERN TRUST CORP810.5K$46.2M−$9.24MCut−$7.88M
JENNISON ASSOCIATES LLC792.6K$45.2M−$9.31MCut−$19.1M
Capital World Investors719K$41M−$8.44MCut−$8.44M
BANK OF AMERICA CORP /DE/693.8K$39.5M−$8.07MCut−$7.73M
ROYAL BANK OF CANADA649.7K$37M−$5.33MAdded$5.83M
MANUFACTURERS LIFE INSURANCE COMPANY, THE566.2K$32.3M−$6.65MCut−$6.99M
EMERALD ADVISERS, LLC548.1K$31.2M−$6.43MCut−$11.1M
VANGUARD FIDUCIARY TRUST CO514.4K$29.3MHeld
Tributary Capital Management, LLC476.2K$27.1M−$4.34MAdded$1.73M
UBS Group AG471K$26.8M−$5.53MCut−$16.1M
RAYMOND JAMES FINANCIAL INC463.5K$26.4M−$5.12MCut−$3.54M
ENVESTNET ASSET MANAGEMENT INC387.7K$22.1M−$4MCut−$1.33M
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/380.7K$21.7MNew
NEW YORK STATE COMMON RETIREMENT FUND370.2K$21.1M−$1.28MAdded$13.6M
VOYA INVESTMENT MANAGEMENT LLC367.9K$21M−$4.32MCut−$11.2M
PRINCIPAL FINANCIAL GROUP INC361.9K$20.6M−$4.15MCut−$3.7M
CAPITAL MANAGEMENT CORP /VA355.2K$20.2M−$3.62MCut−$966.2K
Icahn Capital348.4K$19.9M−$2.75MAdded$3.76M
EMERALD MUTUAL FUND ADVISERS TRUST342.5K$19.5M−$4.02MCut−$5.47M
ROYCE & ASSOCIATES LP330K$18.8M−$1.92MAdded$7.56M
SEI INVESTMENTS CO326.4K$18.6M−$3.83MCut−$4.31M
DEUTSCHE BANK AG\302.3K$17.2M−$2.97MCut−$154.2K
PUBLIC SECTOR PENSION INVESTMENT BOARD285.8K$16.3M−$3.01MCut−$1.32M
CANADA PENSION PLAN INVESTMENT BOARD285.4K$16.3M−$3.35MCut−$5.85M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC283.5K$16M−$5.76MCut−$13.3M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP274K$15.6MNew
MILLENNIUM MANAGEMENT LLC248.2K$14.1M−$1.03MAdded$8.11M
Renaissance Technologies219.5K$12.5M−$2.58MCut−$7.83M
RHUMBLINE ADVISERS206.2K$11.8M−$2.33MCut−$1.87M
Invesco Ltd.205.5K$11.7M−$2.27MCut−$1.58M
Nuveen, LLC200.5K$11.4M−$2.35MCut−$3.26M
Legal & General Group Plc186.1K$10.6M−$2.19MCut−$3.12M
Prana Capital Management, LP181.2K$10.3MNew
STIFEL FINANCIAL CORP168.8K$9.62M−$1.57MAdded$446K
BAMCO INC /NY/163.2K$9.3M−$1.92MCut−$26M
KETTLE HILL CAPITAL MANAGEMENT, LLC155.4K$8.86MNew
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC154.6K$8.81M−$1.81MCut−$4.1M
Susquehanna Portfolio Strategies, LLC150.8K$8.6M−$1.77MCut−$1.81M
AXIOM INVESTORS LLC /DE150.1K$8.56M−$1.76MCut−$9.39M
Swiss National Bank146.4K$8.34M−$1.72MCut−$1.72M
Woodline Partners LP142.5K$8.12MNew
Pier Capital, LLC138.8K$7.91M−$1.63MCut−$1.8M
CRAMER ROSENTHAL MCGLYNN LLC128.6K$7.33M−$1.51MCut−$7.89M
Artisan Partners Limited Partnership128.4K$7.32M−$1.51MCut−$16.3M
Fidelity124.9K$7.12M−$1.44MCut−$1.31M
WINTON GROUP Ltd121K$6.9MNew
TUDOR INVESTMENT CORP ET AL117.4K$6.69M−$1.38MCut−$7.6M
ALLIANCEBERNSTEIN L.P.96.3K$6.62M−$1Added$522.3K
VICTORY CAPITAL MANAGEMENT INC113.5K$6.47M−$1.05MAdded$343.3K
DIVERSIFY WEALTH MANAGEMENT, LLC95.2K$6.38M−$622.8KCut−$606.8K
Cinctive Capital Management LP97K$5.53MNew
Empowered Funds, LLC96.4K$5.5M−$892.9KAdded$268.3K
REGIONS FINANCIAL CORP91.5K$5.22M−$1.07MCut−$1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.88.4K$5.04M−$405.2KAdded$2.66M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM87.9K$5.01M−$827.4KAdded$165K
Quantinno Capital Management LP87.5K$4.99M−$338.6KAdded$3.01M
FIRST TRUST ADVISORS LP84.2K$4.8M−$988.1KCut−$1.23M
Callan Family Office, LLC81.4K$4.64M−$946.8KCut−$901.8K
FEDERATED HERMES, INC.81.3K$4.63M−$855.1KCut−$374.4K
ALPS ADVISORS INC80.7K$4.6M−$947.3KCut−$950.6K
Blue Zone Wealth Advisors, LLC80.5K$4.59M−$945.4KCut−$1.08M
Palisades Investment Partners, LLC77.6K$4.42M−$911.3KCut−$932.9K
PRUDENTIAL FINANCIAL INC75.7K$4.32M−$951.9KCut−$665.5K
First Eagle Investment Management, LLC75.1K$4.28M−$881.7KCut−$1.17M
AMERICAN CENTURY COMPANIES INC73.2K$4.17M−$304.8KAdded$2.39M
B. Metzler seel. Sohn & Co. AG72.2K$4.11M−$734.6KCut−$186.4K
Y-Intercept (Hong Kong) Ltd69.8K$3.98MNew
VANGUARD ASSET MANAGEMENT, Ltd66.4K$3.79MHeld
LPL Financial LLC65.8K$3.75M−$739.7KCut−$581K
Freemont Management S.A.63.4K$3.61MNew
Citadel62.9K$3.59M−$738.5KCut−$9.35M
Universal- Beteiligungs- und Servicegesellschaft mbH62.7K$3.57M−$267.4KAdded$2.01M
BASSWOOD CAPITAL MANAGEMENT, L.L.C.61K$3.48MNew
New Age Alpha Advisors, LLC58.6K$3.34M−$688KCut−$846.5K
EFG International AG58.5K$3.34M−$685.4KCut−$1.54M
&PARTNERS57.4K$3.28M−$619.4KCut−$365.4K
BNP PARIBAS FINANCIAL MARKETS56.6K$3.23M−$382.2KAdded$987.5K
Corient Private Wealth LLC57.6K$3.18M−$142.7KAdded$2.46M
Hilton Capital Management, LLC55.6K$3.17M−$570KCut−$167.7K
FIRST NATIONAL BANK OF OMAHA53.3K$3.04M−$519.2KCut−$169
Elo Mutual Pension Insurance Co52.5K$2.99M−$222.7KAdded$1.69M
OPPENHEIMER ASSET MANAGEMENT INC.52.5K$2.99M−$595.7KCut−$493.8K
LOS ANGELES CAPITAL MANAGEMENT LLC52.2K$2.98M−$379.8KCut−$3.82M
Mirae Asset Global Investments Co., Ltd.51.8K$2.95M−$608KCut−$1.65M
SUSQUEHANNA INTERNATIONAL GROUP, LLP50.8K$2.9M−$143.2KAdded$2.06M
PARK CIRCLE Co49.9K$2.84M−$585.5KCut−$606.2K
BARCLAYS PLC49.6K$2.83M−$582.1KCut−$6.18M
HSBC HOLDINGS PLC48.9K$2.77M−$247.5KAdded$1.4M
NEUBERGER BERMAN GROUP LLC46.3K$2.64M−$543.7KCut−$616.5K
GABELLI FUNDS LLC43.9K$2.5M−$376.3KAdded$296.3K
Qube Research & Technologies Ltd42.7K$2.43MNew
TWO SIGMA INVESTMENTS, LP42K$2.39MNew
Roubaix Capital, LLC41K$2.34MNew
Schonfeld Strategic Advisors LLC40.7K$2.32M−$215.7KAdded$1.06M
Illinois Municipal Retirement Fund40.7K$2.32M−$428.1KCut−$186.9K
MetLife Investment Management, LLC40.6K$2.32M−$477KCut−$536.4K
NewEdge Wealth, LLC40.1K$2.28M−$470.4KCut−$747K
Vestmark Advisory Solutions, Inc.39.1K$2.23M−$458.6KCut−$1.56M
FIFTH THIRD BANCORP39K$2.22M−$5.01KAdded$2.19M
Verdence Capital Advisors LLC37.8K$2.15M−$443.7KCut−$545.9K
Orion Porfolio Solutions, LLC37.8K$2.15M−$443.3KCut−$607.6K
ZACKS INVESTMENT MANAGEMENT36.7K$2.09M−$364.6KCut−$44K
Tidal Investments LLC36.6K$2.09M−$397.9KCut−$244.7K
IEQ CAPITAL, LLC35.9K$2.05M−$60.9KAdded$1.69M
MARSHALL WACE, LLP35.9K$2.04MNew
State of New Jersey Common Pension Fund D35.9K$2.04M−$415.2KCut−$387.8K
JANUS HENDERSON GROUP PLC34.6K$1.97M−$405.5KCut−$405.5K
Pathstone Holdings, LLC34.1K$1.94M−$373.8KCut−$247.1K
Man Group plc33.9K$1.93M−$397.9KCut−$536.8K
Moran Wealth Management, LLC33.2K$1.89M−$384.9KCut−$362.7K
Cresset Asset Management, LLC33K$1.88M−$382.2KCut−$357.7K
Louisiana State Employees Retirement System32.8K$1.87M−$385.1KCut−$460.7K
FRED ALGER MANAGEMENT, LLC32.6K$1.86M−$383.1KCut−$404.8K
Zurcher Kantonalbank (Zurich Cantonalbank)32.3K$1.84M−$378.9KCut−$467K
Salvus Wealth Management, LLC30.9K$1.76M−$327.4KCut−$153.1K
Inspire Investing, LLC30.6K$1.74MNew
Jefferies Financial Group Inc.30.4K$1.73M−$291.2KAdded$25.2K
Vanguard Global Advisers, LLC29.8K$1.7MHeld
State of Tennessee, Department of Treasury29.7K$1.69M−$435.9KCut−$750.9K
Magnetar Financial LLC29.6K$1.68M−$347KCut−$825.1K
Knights of Columbus Asset Advisors LLC29.5K$1.68M−$346.4KCut−$355.3K
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC28.6K$1.63MNew
Russell Investments Group, Ltd.28.2K$1.6M−$339.8KCut−$341.5K
Mariner, LLC25.7K$1.47M−$179.6KAdded$425.4K
Odyssean, LLC25.7K$1.47M−$124.7KAdded$736K
XTX Topco Ltd25.4K$1.45M−$85.9KAdded$943.2K
Ensign Peak Advisors, Inc23.5K$1.34M−$276.3KCut−$499.4K
STRS OHIO22.6K$1.29M−$173.8KAdded$270.8K
Atria Investments, Inc22.3K$1.27M−$254.5KCut−$216.6K
Cerity Partners LLC22.2K$1.26M−$247.3KCut−$185.2K
PEAK6 LLC21.3K$1.21MNew
ARIZONA STATE RETIREMENT SYSTEM20.3K$1.16M−$238.8KCut−$275.5K
YOUSIF CAPITAL MANAGEMENT, LLC20.3K$1.16M−$361.4KCut−$392.1K
Police & Firemen's Retirement System of New Jersey20.3K$1.16M−$237.9KCut−$237.9K
Hennion & Walsh Asset Management, Inc.20.1K$1.14M−$235.4KCut−$293.9K
Vanguard Investments Australia, Ltd.19.6K$1.11MHeld
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM19K$1.08M−$223.2KCut−$223.2K
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS18.3K$1.04M−$214.8KCut−$216.2K
MERCER GLOBAL ADVISORS INC /ADV18.2K$1.04M−$175.6KAdded$8.85K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18.1K$1.03M−$212.2KCut−$784.4K
CWM, LLC17K$967.5K$807.9KAdded$966.5K
OREGON PUBLIC EMPLOYEES RETIREMENT FUND16.9K$965.5K−$198.9KCut−$200K
CAMPBELL NEWMAN ASSET MANAGEMENT INC16.9K$961.1K−$194.5KCut−$177.6K
Entropy Technologies, LP16.8K$959.9KNew
M&T Bank Corp16.8K$958.1K−$197.3KCut−$704K
INTECH INVESTMENT MANAGEMENT LLC16.3K$929.5K−$191.4KCut−$941.5K
KLP KAPITALFORVALTNING AS16.3K$929.1K−$186.7KCut−$163.9K
Vanguard Personalized Indexing Management, LLC15.6K$891.2K−$180.5KCut−$165.8K
OneDigital Investment Advisors LLC15.3K$871.8K−$179.5KCut−$183.9K
Drucker Wealth 3.0, LLC15K$855.2K−$162.6KCut−$96.9K
Harbor Advisors LLC14.8K$843.6K−$173.8KCut−$173.8K
Steward Partners Investment Advisory, LLC14.7K$837.7K−$172.2KCut−$170.5K
Cornerstone Investment Partners, LLC13.7K$779.2K−$123.5KAdded$56K
CAPTRUST FINANCIAL ADVISORS13.6K$774.1K−$133.5KCut−$7.35K
FRANKLIN RESOURCES INC13.1K$744.8K−$133.8KCut−$38.9K
Cetera Investment Advisers12.6K$720.2K−$142.6KCut−$114.7K
US BANCORP \DE\12.5K$711.5K−$123KCut−$8.85K
CITIGROUP INC12.4K$707.2K−$145.7KCut−$2.37M
Brooklyn Investment Group12.2K$697.9KNew
Curated Wealth Partners LLC12.2K$696.8K−$140.4KCut−$125.2K
Pictet Asset Management Holding SA12.2K$696.4K−$135.2KCut−$95.1K
Impact Capital Partners LLC11.8K$670K−$130.9KCut−$96.3K
ProShare Advisors LLC11.6K$659K−$135.7KCut−$333.2K
Quantum Private Wealth, LLC11.3K$644.9K−$132.8KCut−$132.8K
Geneos Wealth Management Inc.11.2K$636.1K−$131KCut−$131K
TEACHER RETIREMENT SYSTEM OF TEXAS11K$628.4K−$129.4KCut−$1.93M
Strata Wealth Advisors, LLC11K$624.7K−$128.7KCut−$158.7K
Maryland State Retirement & Pension System10.8K$614.7K−$126.6KCut−$134.9K
First National Advisers, LLC10.1K$578K−$97.7KAdded$5.91K
PNC Financial Services Group, Inc.9.94K$566.4K−$90KAdded$39.1K
TRUIST FINANCIAL CORP9.92K$565.4K−$116.5KCut−$153.6K
Indivisible Partners9.87K$562.5K−$103.1KCut−$41.2K
Creative Planning9.71K$553.6K−$89.8KAdded$27.8K
Integrated Wealth Concepts LLC9.43K$537.6K−$52.8KAdded$228.5K
Advyzon Investment Management, LLC9.42K$537.1K−$94.7KCut−$17.4K
Limestone Investment Advisors LP1K$535K−$222.6KCut−$222.6K
Merit Financial Group, LLC9.38K$534.8K−$100.1KCut−$51.1K
NAPLES GLOBAL ADVISORS, LLC9.34K$532.5K−$109.7KCut−$109.7K
WESBANCO BANK INC9.34K$532.3K−$104.4KCut−$78.7K
Argent Trust Co8.65K$492.9K−$101.5KCut−$176.2K
KESTRA PRIVATE WEALTH SERVICES, LLC8.5K$484.7KNew
TRUST POINT INC.8.49K$483.8K−$99.6KCut−$108.2K
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC8.47K$482.7K−$99.3KCut−$98.7K
CAPSTONE INVESTMENT ADVISORS, LLC8.44K$480.9K−$44.9KAdded$217.8K
PEAK FINANCIAL ADVISORS LLC8.42K$480K−$98.8KCut−$104.8K
INCEPTIONR LLC8.35K$475.8KNew
Kestra Investment Management, LLC7.98K$455.1K−$65.2KAdded$73.1K
GREENWOOD CAPITAL ASSOCIATES LLC7.9K$450.4K−$92.8KCut−$1.02M
Focus Partners Wealth7.79K$448.1K−$56.6KAdded$102.4K
OSAIC HOLDINGS, INC.7.78K$443.6K−$91.4KCut−$141.9K
AVIVA PLC7.7K$438.6K−$87.7KCut−$74.9K
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND7.49K$427.2KNew
Private Advisor Group, LLC7.47K$426K−$72.7KAdded$337
MML INVESTORS SERVICES, LLC7.45K$424.8K−$80.4KCut−$46.2K
Amundi7.3K$415.9KNew
Apollon Wealth Management, LLC7.26K$413.6K−$84.9KCut−$83.4K
STATE OF WISCONSIN INVESTMENT BOARD7.23K$411.9K−$47.4KAdded$134.6K
ELEVATION POINT WEALTH PARTNERS, LLC7.11K$405.1K−$36KAdded$194.3K
XPONANCE LLC6.95K$395.9K−$69.2KCut−$9.36K
D.A. DAVIDSON & CO.6.67K$380K−$78.3KCut−$78.3K
COMMONWEALTH EQUITY SERVICES, LLC6.67K$379.9K−$78.2KCut−$141.1K
Financiere des Professionnels - Fonds d'investissement inc.6.6K$376.4K−$77.5KCut−$77.5K
O'ROURKE & COMPANY, Inc6.41K$365.4K−$75.2KCut−$78.7K
DGS Capital Management, LLC6.26K$357K−$73.5KCut−$118.1K
Trajan Wealth LLC6.2K$353.2K−$57KAdded$19.3K
Fulton Bank, N.A.6.16K$351.3K−$72.4KCut−$94.2K
Ameritas Investment Partners, Inc.6.04K$344.1K−$70.9KCut−$70.9K
GAMCO INVESTORS, INC. ET AL6K$342K−$70.4KCut−$70.4K
Vinva Investment Management Ltd4.15K$332.6KNew
CHOREO, LLC5.82K$331.7K−$75KCut−$60.9K
Sanctuary Advisors, LLC5.68K$323.8K−$66.7KCut−$408.8K
MEEDER ASSET MANAGEMENT INC5.55K$316.2KNew
World Investment Advisors5.53K$315K−$64.9KCut−$117.3K
KEYBANK NATIONAL ASSOCIATION/OH5.53K$315K−$64.9KCut−$182.6K
AE Wealth Management LLC5.51K$314.3K−$53.1KAdded$3.32K
BANK OF MONTREAL /CAN/5.46K$311.3K−$59.2KCut−$35.3K
Pinnacle Financial Partners, Inc.5.3K$302K−$62.2KCut−$123.3K
BENJAMIN EDWARDS INC5.24K$298.5K−$57.5KCut−$38.5K
Capital Investment Advisory Services, LLC5.22K$297.7K−$61.2KCut−$61K
ST GERMAIN D J CO INC5K$285KNew
Bayforest Capital Ltd4.87K$277.7K−$25.3KAdded$129.4K
QRG CAPITAL MANAGEMENT, INC.4.65K$265.2K−$54.6KCut−$152.4K
Centiva Capital, LP4.57K$260.6KNew
Rockefeller Capital Management L.P.4.54K$258.9K−$53.3KCut−$120K
TRITONPOINT WEALTH, LLC4.49K$256K−$52.7KCut−$52.7K
State of Wyoming4.37K$248.9K−$51.3KCut−$823.1K

Who left

Positions as of Q1 2026. 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.