MC US Equity

Moelis & Co

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Financials · Investment Advice · CIK 1596967 · FY ends Dec 31

$68.29

+1.42 (+2.12%)

USD · as of 2026-08-21 · marketstack

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Institutional holders Index & fund register Insiders (Form 4)Government

Institutional ownership· 13F filers holding MC · 2026-Q1 methodology → sources →

401 holders

% of shares outstanding held

—

Shares held (13F)

80,099,438

Reporting holders

401

% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.

Active share of register63.6%368 active filers

Index / screened out36.4%32 filers

Filers with shares4002026-Q1

Top-10 concentration48.8%

HHI0.0349

Effective holders28.6

Crowding percentile—

Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for MC in the served universe — that lands with the next screener build.

Top holders

largest 100 of 401 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	8,802,1098.8M	$502M	—	—
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	5,777,7735.8M	$329M	—	TRIM -4%
3	VANGUARD PORTFOLIO MANAGEMENT LLC	4,628,6834.6M	$264M	—	NEW
4	WASATCH ADVISORS LP	3,742,6243.7M	$213M	—	ADD 9%
5	VANGUARD CAPITAL MANAGEMENT LLC	3,315,0403.3M	$189M	—	NEW
6	STATE STREET CORP	2,921,1292.9M	$167M	—	ADD 2%
7	LONDON CO OF VIRGINIA	2,903,9472.9M	$166M	—	TRIM -5%
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2,703,1822.7M	$154M	—	TRIM -15%
9	GEODE CAPITAL MANAGEMENT, LLC	2,169,2532.2M	$124M	—	ADD 4%
10	AMERIPRISE FINANCIAL INC	2,147,1922.1M	$122M	—	TRIM -20%
11	HighTower Advisors, LLC	1,785,3391.8M	$102M	—	ADD 29%
12	Madison Asset Management, LLC	1,773,7351.8M	$101M	—	ADD 46%
13	GOLDMAN SACHS GROUP INC	1,755,0181.8M	$100M	—	TRIM -6%
14	TIMUCUAN ASSET MANAGEMENT INC/FL	1,514,7011.5M	$86M	—	ADD 8%
15	NATIXIS ADVISORS, LLC	1,352,5951.4M	$77M	—	ADD 33%
16	Channing Capital Management, LLC	1,308,0951.3M	$75M	—	ADD 460%
17	DIMENSIONAL FUND ADVISORS LP	1,277,7741.3M	$73M	—	ADD 5%
18	JONES FINANCIAL COMPANIES LLLP	1,290,5401.3M	$70M	—	ADD 55575%
19	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	1,193,7681.2M	$68M	—	NEW
20	JPMORGAN CHASE & CO	1,177,6121.2M	$65M	—	ADD 15%
21	Fisher Asset Management, LLC	1,028,6371.0M	$59M	—	ADD 125%
22	Bank of New York Mellon Corp	993,897993,897	$57M	—	—
23	Heard Capital LLC	979,810979,810	$56M	—	—
24	MORGAN STANLEY	948,994948,994	$54M	—	ADD 17%
25	WELLS FARGO & COMPANY/MN	927,731927,731	$53M	—	—
26	NORTHERN TRUST CORP	810,466810,466	$46M	—	ADD 3%
27	JENNISON ASSOCIATES LLC	792,617792,617	$45M	—	TRIM -15%
28	Capital World Investors	719,000719,000	$41M	—	—
29	BANK OF AMERICA CORP /DE/	693,812693,812	$40M	—	—
30	ROYAL BANK OF CANADA	649,724649,724	$37M	—	ADD 43%
31	MANUFACTURERS LIFE INSURANCE COMPANY, THE	566,155566,155	$32M	—	—
32	EMERALD ADVISERS, LLC	548,077548,077	$31M	—	TRIM -11%
33	VANGUARD FIDUCIARY TRUST CO	514,422514,422	$29M	—	NEW
34	Tributary Capital Management, LLC	476,195476,195	$27M	—	ADD 29%
35	UBS Group AG	470,986470,986	$27M	—	TRIM -25%
36	RAYMOND JAMES FINANCIAL INC	463,510463,510	$26M	—	ADD 6%
37	ENVESTNET ASSET MANAGEMENT INC	387,659387,659	$22M	—	ADD 14%
38	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	380,720380,720	$22M	—	NEW
39	NEW YORK STATE COMMON RETIREMENT FUND	370,220370,220	$21M	—	ADD 240%
40	VOYA INVESTMENT MANAGEMENT LLC	367,936367,936	$21M	—	TRIM -21%
41	PRINCIPAL FINANCIAL GROUP INC	361,858361,858	$21M	—	ADD 2%
42	CAPITAL MANAGEMENT CORP /VA	355,238355,238	$20M	—	ADD 15%
43	AQR CAPITAL MANAGEMENT LLC	348,381348,381	$20M	—	ADD 49%
44	EMERALD MUTUAL FUND ADVISERS TRUST	342,465342,465	$20M	—	TRIM -6%
45	ROYCE & ASSOCIATES LP	329,989329,989	$19M	—	ADD 102%
46	SEI INVESTMENTS CO	326,357326,357	$19M	—	TRIM -2%
47	DEUTSCHE BANK AG\	302,266302,266	$17M	—	ADD 20%
48	Public Sector Pension Investment Board	285,752285,752	$16M	—	ADD 12%
49	CANADA PENSION PLAN INVESTMENT BOARD	285,400285,400	$16M	—	TRIM -11%
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	283,530283,530	$16M	—	TRIM -26%
51	LORD, ABBETT & CO. LLC	279,094279,094	$16M	—	TRIM -20%
52	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	273,954273,954	$16M	—	NEW
53	MILLENNIUM MANAGEMENT LLC	248,159248,159	$14M	—	ADD 183%
54	PRICE T ROWE ASSOCIATES INC /MD/	237,321237,321	$14M	—	TRIM -71%
55	RENAISSANCE TECHNOLOGIES LLC	219,500219,500	$13M	—	TRIM -26%
56	RHUMBLINE ADVISERS	206,172206,172	$12M	—	ADD 4%
57	Invesco Ltd.	205,539205,539	$12M	—	ADD 6%
58	Nuveen, LLC	200,481200,481	$11M	—	TRIM -6%
59	Legal & General Group Plc	186,121186,121	$11M	—	TRIM -7%
60	Prana Capital Management, LP	181,247181,247	$10M	—	NEW
61	STIFEL FINANCIAL CORP	168,778168,778	$10M	—	ADD 26%
62	WINSLOW ASSET MANAGEMENT INC	164,908164,908	$9M	—	TRIM -2%
63	BAMCO INC /NY/	163,197163,197	$9M	—	TRIM -68%
64	KETTLE HILL CAPITAL MANAGEMENT, LLC	155,446155,446	$9M	—	NEW
65	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	154,572154,572	$9M	—	TRIM -18%
66	Susquehanna Portfolio Strategies, LLC	150,826150,826	$9M	—	—
67	AXIOM INVESTORS LLC /DE	150,115150,115	$9M	—	TRIM -43%
68	Swiss National Bank	146,400146,400	$8M	—	—
69	Woodline Partners LP	142,542142,542	$8M	—	NEW
70	Pier Capital, LLC	138,822138,822	$8M	—	—
71	CRAMER ROSENTHAL MCGLYNN LLC	128,595128,595	$7M	—	TRIM -42%
72	Artisan Partners Limited Partnership	128,399128,399	$7M	—	TRIM -63%
73	FMR LLC	124,945124,945	$7M	—	—
74	WINTON GROUP Ltd	121,037121,037	$7M	—	NEW
75	TUDOR INVESTMENT CORP ET AL	117,398117,398	$7M	—	TRIM -44%
76	ALLIANCEBERNSTEIN L.P.	96,27396,273	$7M	—	ADD 9%
77	VICTORY CAPITAL MANAGEMENT INC	113,451113,451	$6M	—	ADD 27%
78	DIVERSIFY WEALTH MANAGEMENT, LLC	95,16895,168	$6M	—	—
79	Cinctive Capital Management LP	97,01597,015	$6M	—	NEW
80	Empowered Funds, LLC	96,42696,426	$5M	—	ADD 27%
81	REGIONS FINANCIAL CORP	91,54791,547	$5M	—	TRIM -6%
82	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	88,35488,354	$5M	—	ADD 156%
83	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	87,88787,887	$5M	—	ADD 25%
84	Quantinno Capital Management LP	87,53587,535	$5M	—	ADD 204%
85	FIRST TRUST ADVISORS LP	84,16784,167	$5M	—	TRIM -4%
86	CANADA LIFE ASSURANCE Co	82,69382,693	$5M	—	TRIM -4%
87	Callan Family Office, LLC	81,43681,436	$5M	—	—
88	FEDERATED HERMES, INC.	81,26981,269	$5M	—	ADD 12%
89	ALPS ADVISORS INC	80,69080,690	$5M	—	—
90	Blue Zone Wealth Advisors, LLC	80,52880,528	$5M	—	TRIM -2%
91	Palisades Investment Partners, LLC	77,62777,627	$4M	—	—
92	PRUDENTIAL FINANCIAL INC	75,74575,745	$4M	—	ADD 7%
93	First Eagle Investment Management, LLC	75,10175,101	$4M	—	TRIM -5%
94	AMERICAN CENTURY COMPANIES INC	73,22273,222	$4M	—	ADD 182%
95	B. Metzler seel. Sohn & Co. AG	72,19172,191	$4M	—	ADD 15%
96	Y-Intercept (Hong Kong) Ltd	69,76969,769	$4M	—	NEW
97	VANGUARD ASSET MANAGEMENT, Ltd	66,41266,412	$4M	—	NEW
98	LPL Financial LLC	65,78665,786	$4M	—	ADD 4%
99	Freemont Management S.A.	63,40063,400	$4M	—	NEW
100	CITADEL ADVISORS LLC	62,90862,908	$4M	—	TRIM -67%

Ranked by each filer’s own reported value, not shares.

1 holder — The filer reported no value for this line, so it carries no dollar figure and is left out of the percentage and value columns.

Buyers & sellers2026-Q1 vs 2025-Q4 · 223 bought / 196 sold · net +2,774,812 shares · 2.6d of ADV

Bought223 filers

Shares: 18,884,425
Value: $1.1B
Opened: 63 · 11,681,872 sh
Days of ADV: 17.8d

Sold196 filers

Shares: 16,109,613
Value: $918M
Closed: 62 · 11,707,670 sh
Days of ADV: 15.2d

Net (all filers) +2,774,812 sh · $158M · 3.6% of the prior registerNet (same filers only) +2,800,610 sh · 337 filers in both quartersActive money +3,718,170 sh · index/screened −943,358 sh

Biggest buyers	Δ shares	Δ value
VANGUARD PORTFOLIO MANAGEMENT LLC	+4,628,683	$264M	OPEN
VANGUARD CAPITAL MANAGEMENT LLC	+3,315,040	$189M	OPEN
JONES FINANCIAL COMPANIES LLLP	+1,288,222	$73M	ADD
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	+1,193,768	$68M	OPEN
Channing Capital Management, LLC	+1,074,563	$61M	ADD

Biggest buyers

Δ shares

Δ value

VANGUARD PORTFOLIO MANAGEMENT LLC

+4,628,683

$264M

OPEN

VANGUARD CAPITAL MANAGEMENT LLC

+3,315,040

$189M

OPEN

JONES FINANCIAL COMPANIES LLLP

+1,288,222

$73M

ADD

NOMURA ASSET MANAGEMENT INTERNATIONAL INC.

+1,193,768

$68M

OPEN

Channing Capital Management, LLC

+1,074,563

$61M

ADD

Biggest sellers	Δ shares	Δ value
VANGUARD GROUP INC	−8,509,013	$485M	CLOSE
Balyasny Asset Management L.P.	−885,321	$50M	CLOSE
NORGES BANK	−624,365	$36M	CLOSE
PRICE T ROWE ASSOCIATES INC /MD/	−588,401	$34M	TRIM
AMERIPRISE FINANCIAL INC	−530,976	$30M	TRIM

Biggest sellers

Δ shares

Δ value

VANGUARD GROUP INC

−8,509,013

$485M

Balyasny Asset Management L.P.

−885,321

$50M

NORGES BANK

−624,365

$36M

PRICE T ROWE ASSOCIATES INC /MD/

−588,401

$34M

TRIM

AMERIPRISE FINANCIAL INC

−530,976

$30M

TRIM

Register 2026-Q1: 80,099,438 sh · 401 filers
Register 2025-Q4 (as filed): 77,324,626 sh · 399 filers
Bought − sold: +2,774,812
Register change: +2,774,812

Prior quarter split-rebased · 13Fs are long, US-listed only.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder	2024-Q4	2025-Q1	2025-Q2	2025-Q3	2025-Q4	2026-Q1	Latest value
BlackRock, Inc.	8.4M	8.4M	8.8M	8.8M	8.8M	8.8M	$502M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	7.1M	6.9M	6.8M	6.5M	6.0M	5.8M	$329M
VANGUARD PORTFOLIO MANAGEMENT LLC	—	—	—	—	—	4.6M	$264M
WASATCH ADVISORS LP	2.6M	2.7M	2.8M	3.3M	3.4M	3.7M	$213M
VANGUARD CAPITAL MANAGEMENT LLC	—	—	—	—	—	3.3M	$189M
STATE STREET CORP	2.9M	2.8M	2.9M	2.9M	2.9M	2.9M	$167M
LONDON CO OF VIRGINIA	3.7M	3.5M	3.4M	3.3M	3.1M	2.9M	$166M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	936K	2.9M	3.1M	3.1M	3.2M	2.7M	$154M
GEODE CAPITAL MANAGEMENT, LLC	1.6M	1.6M	2.1M	2.1M	2.1M	2.2M	$124M
AMERIPRISE FINANCIAL INC	2.2M	2.3M	2.4M	2.3M	2.7M	2.1M	$122M
HighTower Advisors, LLC	876K	959K	1.1M	1.3M	1.4M	1.8M	$102M
Madison Asset Management, LLC	1.2M	1.3M	1.3M	1.3M	1.2M	1.8M	$101M
GOLDMAN SACHS GROUP INC	1.8M	2.4M	1.9M	1.8M	1.9M	1.8M	$100M
TIMUCUAN ASSET MANAGEMENT INC/FL	2.0M	1.4M	1.4M	1.4M	1.4M	1.5M	$86M
NATIXIS ADVISORS, LLC	594K	615K	783K	919K	1.0M	1.4M	$77M

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

8.4M

8.8M

$502M

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

7.1M

6.9M

6.8M

6.5M

6.0M

5.8M

$329M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

4.6M

$264M

WASATCH ADVISORS LP

2.6M

2.7M

2.8M

3.3M

3.4M

3.7M

$213M

VANGUARD CAPITAL MANAGEMENT LLC

—

3.3M

$189M

STATE STREET CORP

2.9M

2.8M

2.9M

$167M

LONDON CO OF VIRGINIA

3.7M

3.5M

3.4M

3.3M

3.1M

2.9M

$166M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

936K

2.9M

3.1M

3.2M

2.7M

$154M

GEODE CAPITAL MANAGEMENT, LLC

1.6M

2.1M

2.2M

$124M

AMERIPRISE FINANCIAL INC

2.2M

2.3M

2.4M

2.3M

2.7M

2.1M

$122M

HighTower Advisors, LLC

876K

959K

1.1M

1.3M

1.4M

1.8M

$102M

Madison Asset Management, LLC

1.2M

1.3M

1.2M

1.8M

$101M

GOLDMAN SACHS GROUP INC

1.8M

2.4M

1.9M

1.8M

1.9M

1.8M

$100M

TIMUCUAN ASSET MANAGEMENT INC/FL

2.0M

1.4M

1.5M

$86M

NATIXIS ADVISORS, LLC

594K

615K

783K

919K

1.0M

1.4M

$77M

Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.

Institutional footprint by quarter

Holders only — breaks = no 13F.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	401	80,099,438	—	$4.6B
2025-Q4	399	77,324,626	—	$5.3B
2025-Q3	397	77,575,357	—	$5.5B
2025-Q2	376	76,689,172	—	$4.8B
2025-Q1	380	74,855,595	—	$4.4B
2024-Q4	352	71,176,407	—	$5.3B
2024-Q3	334	72,922,137	—	$5.0B
2024-Q2	293	75,167,062	—	$4.3B
2024-Q1	307	76,351,873	—	$4.3B
2023-Q4	280	75,321,308	—	$4.2B
2023-Q3	267	74,356,303	—	$3.4B
2023-Q2	259	76,872,544	—	$3.5B
2023-Q1	244	67,239,808	—	$2.6B
2022-Q4	239	64,500,048	—	$2.4B
2022-Q3	246	62,637,265	—	$2.1B
2022-Q2	259	61,546,659	—	$2.4B
2022-Q1	282	59,016,682	—	$2.8B
2021-Q4	313	58,017,686	—	$3.6B
2021-Q3	291	56,170,958	—	$3.5B
2021-Q2	272	56,436,791	—	$3.2B
2021-Q1	259	57,486,068	—	$3.2B
2020-Q4	227	56,233,439	—	$2.6B
2020-Q3	188	56,971,767	—	$2.0B
2020-Q2	190	58,874,317	—	$1.8B
2020-Q1	174	51,941,400	—	$1.5B
2019-Q4	188	46,628,504	—	$1.5B
2019-Q3	195	44,817,802	—	$1.5B
2019-Q2	196	45,256,902	—	$1.6B
2019-Q1	218	45,722,340	—	$1.9B
2018-Q4	221	44,162,879	—	$1.5B
2018-Q3	213	43,541,297	—	$2.4B
2018-Q2	205	39,642,984	—	$2.3B
2018-Q1	200	37,410,405	—	$1.9B
2017-Q4	183	29,992,492	—	$1.5B
2017-Q3	173	30,320,064	—	$1.3B
2017-Q2	144	25,050,024	—	$973M
2017-Q1	128	25,141,050	—	$968M
2016-Q4	109	17,739,380	—	$601M
2016-Q3	99	17,298,557	—	$465M
2016-Q2	96	17,379,285	—	$391M
2016-Q1	95	17,076,096	—	$482M
2015-Q4	88	16,641,279	—	$486M
2015-Q3	85	16,000,198	—	$420M
2015-Q2	84	15,237,616	—	$437M
2015-Q1	93	13,937,665	—	$420M
2014-Q4	100	14,176,736	—	$495M
2014-Q3	59	8,040,701	—	$274M
2014-Q2	61	8,115,247	—	$272M

Short interest has its own tab now — open SI →

SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · MC

Full stake history →

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder	% of class	Type	As of
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	7.9%	QII	2026-03-31	SEC →
VANGUARD PORTFOLIO MANAGEMENT LLC	6.39%	QII	2026-03-31	SEC →
VANGUARD CAPITAL MANAGEMENT LLC	5.28%	QII	2026-03-31	SEC →
WASATCH ADVISORS LP	4.4%	QII	2026-06-30	SEC →
LONDON CO OF VIRGINIA	4.14%	QII	2025-12-31	SEC →

SEC Schedule 13D/G XML · group aggregate.

▸Register gapwho owns your peers and not you

13F

MC US Equity☆

Institutional ownership· 13F filers holding MC · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · MC

▸Register gapwho owns your peers and not you

Institutional ownership· 13F filers holding MC · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · MC

▸Register gapwho owns your peers and not you

MC US Equity