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MC — MOELIS & CO

Reported value held$2.42B
Funds holding (latest)46
SectorFinancials
Funds holding (Q2 2026)34
Institutional value$1.73B · 26.58M sh
New / Add / Cut / Exit2 / 17 / 12 / 5
Top-5 / Top-10 concentration62.9% / 79.1%
Institutional holdings change Accumulating +4.1% (+1.05M sh)
Institutional value change Up +20.0%

As of Q2 2026, 34 SEC-registered investment managers reported holding MC (MOELIS & CO) in their latest 13F filings, with a combined reported value of $1.73B across 26.58M shares. That is +4.1% by share count (+1.05M shares) versus the previous quarter, while reported value moved +20.0%. Ownership is concentrated: the five largest holders account for 62.9% of reported value and the top ten for 79.1%.

Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 12 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

MC is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 9.06M $592.57M 0.01% Add
Vanguard Group history Q4 2025 8.51M $584.91M 0.01% Reduce
Charles Schwab Investment Management history Q2 2026 2.96M $193.33M 0.03% Add
Geode Capital Management history Q2 2026 2.36M $154.38M 0.01% Add
Goldman Sachs Group history Q2 2026 1.27M $82.92M 0.01% Reduce
BNY Mellon history Q2 2026 1.00M $65.45M 0.01% Add
Morgan Stanley history Q2 2026 968.21K $63.34M 0.00% Add
Wells Fargo & Co history Q2 2026 930.43K $60.87M 0.01% Hold
Northern Trust Corp history Q2 2026 864.68K $56.57M 0.01% Add
JPMorgan Chase & Co history Q2 2026 791.83K $50.03M 0.01% New
Citadel Advisors history Q2 2026 758.34K $49.61M 0.01% Add
Bank of America Corp history Q2 2026 752.35K $49.22M 0.00% Add
Manulife Financial history Q2 2026 656.43K $42.94M 0.04% Add
Capital World Investors history Q1 2026 719.00K $40.98M 0.01% Hold
UBS Group AG history Q2 2026 445.79K $29.16M 0.00% Reduce
Norges Bank Investment Management history Q2 2026 433.07K $28.33M 0.00% Reduce
Royce & Associates history Q2 2026 424.51K $27.77M 0.22% Add
Principal Global Investors history Q2 2026 363.65K $23.79M 0.01% Hold
Renaissance Technologies history Q2 2026 342.64K $22.42M 0.03% Add
AQR Capital Management history Q2 2026 337.35K $22.07M 0.01% Reduce

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 8.39M 8.41M 8.40M 8.79M 8.82M 8.81M 8.80M 9.06M
Charles Schwab Investment Management 526.19K 577.15K 601.98K 613.33K 648.77K 685.43K 705.31K 750.30K 792.73K 814.57K 843.38K 906.09K 922.92K 935.55K 2.94M 3.08M 3.13M 3.19M 2.70M 2.96M
Geode Capital Management 1.00M 1.05M 1.09M 1.24M 1.29M 1.29M 1.31M 1.39M 1.34M 1.41M 1.45M 1.58M 1.59M 1.59M 1.63M 2.05M 2.08M 2.09M 2.17M 2.36M
Goldman Sachs Group 298.92K 603.03K 512.66K 414.15K 215.67K 263.18K 274.02K 4.81M 3.04M 3.37M 3.22M 2.60M 1.96M 1.78M 2.36M 1.91M 1.79M 1.88M 1.76M 1.27M
BNY Mellon 451.51K 539.11K 556.18K 555.68K 588.47K 682.75K 678.35K 938.99K 934.64K 754.21K 726.01K 755.54K 691.83K 651.19K 639.57K 651.33K 1.24M 1.00M 993.90K 1.00M
Morgan Stanley 221.60K 404.80K 332.55K 656.87K 735.45K 818.66K 697.48K 878.28K 590.56K 714.26K 638.48K 634.23K 775.08K 667.32K 679.72K 717.46K 837.25K 813.21K 948.99K 968.21K
Wells Fargo & Co 845.25K 817.49K 938.62K 888.20K 1.01M 1.01M 1.08M 1.10M 1.09M 1.08M 1.08M 1.07M 1.07M 960.48K 959.91K 939.80K 924.51K 940.91K 927.73K 930.43K
Northern Trust Corp 629.46K 626.60K 605.43K 625.49K 613.95K 621.18K 622.08K 698.87K 927.71K 921.70K 906.79K 717.00K 823.39K 860.12K 858.97K 865.40K 862.18K 786.70K 810.47K 864.68K
JPMorgan Chase & Co 2.14M 1.93M 2.35M 2.52M 2.53M 2.51M 2.22M 1.87M 1.47M 1.15M 1.27M 1.46M 1.21M 1.15M 1.27M 945.56K 962.78K 1.03M — 791.83K
Citadel Advisors 194.44K 147.90K 24.50K 69.73K 138.04K 30.60K 143.69K 78.37K 90.86K 33.30K 294.52K 166.16K 1.17M 1.33M 1.12M 1.35M 79.37K 226.81K 89.21K 758.34K
Bank of America Corp 531.56K 561.31K 548.98K 523.79K 524.82K 538.00K 569.97K 486.76K 492.60K 510.31K 549.73K 544.40K 539.38K 616.60K 580.34K 630.29K 772.40K 687.70K 693.81K 752.35K
Manulife Financial 298.52K 315.68K 439.83K 441.25K 35.43K 25.43K 25.52K 37.82K 42.97K 44.03K 48.51K 54.46K 51.98K 51.68K 52.43K 661.59K 541.70K 571.17K 566.15K 656.43K
UBS Group AG 137.30K 172.59K 178.99K 169.82K 143.98K 147.57K 143.34K 115.21K 121.90K 143.71K 160.36K 186.05K 152.85K 308.32K 506.08K 454.44K 681.67K 624.41K 470.99K 445.79K
Norges Bank Investment Management — — — — — 534.11K — — — 743.27K — 659.21K — 712.10K — 501.42K — 624.37K — 433.07K
Royce & Associates 706.83K 519.26K 569.05K 621.17K 593.64K 541.02K 447.83K 370.33K 279.25K 178.87K 174.61K 180.53K 112.49K 86.81K 80.61K 93.87K 112.01K 163.66K 329.99K 424.51K
Principal Global Investors 147.07K 243.88K 279.32K 267.52K 531.75K 474.94K 420.50K 809.72K 793.20K 796.76K 346.91K 349.69K 333.37K 344.47K 352.47K 368.03K 358.69K 353.87K 361.86K 363.65K
Renaissance Technologies 171.34K 153.44K 75.54K 414.24K 210.54K — — — — — — — 83.64K 146.44K 493.36K 572.14K 369.44K 295.94K 219.50K 342.64K
AQR Capital Management 51.60K 63.66K 59.36K 12.34K 22.20K — — — — — — — — 38.30K 193.47K 209.59K 187.05K 234.20K 348.38K 337.35K
CPP Investments 21.00K 18.00K — — — — — — 78.00K — 18.70K — — 19.50K 68.40K 163.10K 193.20K 321.80K 285.40K 288.90K
Deutsche Bank AG 205.28K 226.82K 181.09K 179.22K 172.32K 175.73K 187.67K 173.74K 176.32K 176.35K 177.82K 194.81K 185.14K 255.44K 293.41K 269.38K 259.44K 252.89K 302.27K 272.49K

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