MC Moelis & Company
Moelis & Company (MC) Institutional Ownership
What the institutions did with MC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 9.1M | 11.3% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5.4M | 6.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.5M | 5.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | 4.2% |
| WASATCH ADVISORS LP | 3.2M | 4.0% |
| STATE STREET CORP | 3.0M | 3.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.0M | 3.7% |
| LONDON CO OF VIRGINIA | 2.8M | 3.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4M | 2.9% |
| AMERIPRISE FINANCIAL INC | 2.3M | 2.9% |
| HighTower Advisors, LLC | 1.8M | 2.3% |
| NATIXIS ADVISORS, LLC | 1.7M | 2.1% |
| JONES FINANCIAL COMPANIES LLLP | 1.7M | 2.1% |
| Madison Asset Management, LLC | 1.7M | 2.1% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1.5M | 1.9% |
| DIMENSIONAL FUND ADVISORS LP | 1.3M | 1.7% |
| Channing Capital Management, LLC | 1.3M | 1.7% |
| GOLDMAN SACHS GROUP INC | 1.3M | 1.6% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2M | 1.5% |
| Fisher Asset Management, LLC | 1.0M | 1.3% |
| Bank of New York Mellon Corp | 1.0M | 1.2% |
| Heard Capital LLC | 979.8K | 1.2% |
| MORGAN STANLEY | 968.2K | 1.2% |
| WELLS FARGO & COMPANY/MN | 930.4K | 1.2% |
| NORTHERN TRUST CORP | 864.7K | 1.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Capital World Investors | Sold Out | 719.0K | 0 | -719.0K |
| CITADEL ADVISORS LLC | Increased | 62.9K | 718.4K | +655.5K |
| WASATCH ADVISORS LP | Reduced | 3.7M | 3.2M | -496.0K |
| GOLDMAN SACHS GROUP INC | Reduced | 1.8M | 1.3M | -487.6K |
| Junto Capital Management LP | New | 0 | 482.0K | +482.0K |
| JONES FINANCIAL COMPANIES LLLP | Increased | 1.3M | 1.7M | +419.0K |
| Freestone Grove Partners LP | New | 0 | 415.0K | +415.0K |
| JPMORGAN CHASE & CO | Reduced | 1.2M | 791.8K | -385.8K |
| NATIXIS ADVISORS, LLC | Increased | 1.4M | 1.7M | +368.9K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 5.8M | 5.4M | -364.8K |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | 367.9K | 45.0K | -323.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold Out | 274.0K | 0 | -274.0K |
| BlackRock, Inc. | Increased | 8.8M | 9.1M | +255.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 2.7M | 3.0M | +252.1K |
| BESSEMER GROUP INC | Increased | 682 | 247.5K | +246.8K |
| Woodline Partners LP | Increased | 142.5K | 383.3K | +240.8K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 248.2K | 27.7K | -220.5K |
| Penn Capital Management Company, LLC | New | 0 | 210.1K | +210.1K |
| AMERIPRISE FINANCIAL INC | Increased | 2.1M | 2.3M | +197.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 2.2M | 2.4M | +190.2K |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | Sold Out | 155.4K | 0 | -155.4K |
| NEW YORK STATE COMMON RETIREMENT FUND | Increased | 370.2K | 524.0K | +153.8K |
| Susquehanna Portfolio Strategies, LLC | Sold Out | 150.8K | 0 | -150.8K |
| JENNISON ASSOCIATES LLC | Reduced | 792.6K | 643.7K | -148.9K |
| First Eagle Investment Management, LLC | Increased | 75.1K | 220.0K | +144.9K |
| Balyasny Asset Management L.P. | New | 0 | 141.8K | +141.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 4.6M | 4.5M | -141.4K |
| Longaeva Partners L.P. | New | 0 | 138.3K | +138.3K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | 237.3K | 99.7K | -137.6K |
| Artisan Partners Limited Partnership | Sold Out | 128.4K | 0 | -128.4K |
| STATE STREET CORP | Increased | 2.9M | 3.0M | +123.7K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 219.5K | 342.6K | +123.1K |
| BAMCO INC /NY/ | Reduced | 163.2K | 43.1K | -120.1K |
| TUDOR INVESTMENT CORP ET AL | Sold Out | 117.4K | 0 | -117.4K |
| ROYAL BANK OF CANADA | Reduced | 649.7K | 533.5K | -116.2K |
| LONDON CO OF VIRGINIA | Reduced | 2.9M | 2.8M | -112.7K |
| WINTON GROUP Ltd | Reduced | 121.0K | 12.4K | -108.6K |
| FIRST TRUST ADVISORS LP | Increased | 84.2K | 191.6K | +107.4K |
| Madison Asset Management, LLC | Reduced | 1.8M | 1.7M | -106.6K |
| Cinctive Capital Management LP | Sold Out | 97.0K | 0 | -97.0K |
| Schonfeld Strategic Advisors LLC | Increased | 40.7K | 135.7K | +95.0K |
| ROYCE & ASSOCIATES LP | Increased | 330.0K | 424.5K | +94.5K |
| FMR LLC | Reduced | 124.9K | 33.0K | -92.0K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Increased | 566.2K | 656.4K | +90.3K |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 113.5K | 198.1K | +84.7K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Reduced | 95.2K | 14.5K | -80.7K |
| Blue Zone Wealth Advisors, LLC | Sold Out | 80.5K | 0 | -80.5K |
| AXIOM INVESTORS LLC /DE | Reduced | 150.1K | 76.8K | -73.3K |
| CRAMER ROSENTHAL MCGLYNN LLC | Increased | 128.6K | 201.3K | +72.7K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.3M | 1.3M | +67.7K |
| Freemont Management S.A. | Sold Out | 63.4K | 0 | -63.4K |
| BANK OF AMERICA CORP /DE/ | Increased | 693.8K | 752.3K | +58.5K |
| HighTower Advisors, LLC | Increased | 1.8M | 1.8M | +58.1K |
| NORTHERN TRUST CORP | Increased | 810.5K | 864.7K | +54.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | 88.4K | 34.8K | -53.6K |
| Elo Mutual Pension Insurance Co | Sold Out | 52.5K | 0 | -52.5K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | 52.2K | 332 | -51.9K |
| AMERICAN CENTURY COMPANIES INC | Increased | 73.2K | 123.8K | +50.5K |
| HSBC HOLDINGS PLC | Reduced | 48.9K | 3.1K | -45.8K |
| New Age Alpha Advisors, LLC | Reduced | 58.6K | 13.8K | -44.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.