Moelis & Co (MC) — Institutional Holders, Q2 2026

398 institutional investment managers reported a MC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← MC stock profile

MC in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

163

Trimmed

130

Sold out

Biggest buyers

CITADEL ADVISORSAdded · +655,536 sh+$42.9M
Junto Capital ManagementNew · +481,954 sh+$31.5M
JONES FINANCIAL COMPANIES LLLPAdded · +419,038 sh+$27.4M
Freestone Grove PartnersNew · +415,005 sh+$27.1M
NATIXIS ADVISORSAdded · +368,889 sh+$24.1M

Biggest sellers

Capital World InvestorsSold out · -719,000 sh-$47.0M
WASATCH ADVISORSTrimmed · -496,031 sh-$32.5M
GOLDMAN SACHS GROUPTrimmed · -487,576 sh-$31.9M
JPMORGAN CHASETrimmed · -385,779 sh-$25.2M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENTTrimmed · -364,835 sh-$23.9M

MC 13F holders ranked 1–100 of 398

Institutional investors reporting a position in Moelis & Co on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 9,057,944 sh	9,057,944	$592.6M	<0.01%	+2.9%
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#2 · 5,412,938 sh	5,412,938	$354.1M	1.10%	-6.3%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 4,487,258 sh	4,487,258	$293.6M	0.01%	-3.1%
4	VANGUARD CAPITAL MANAGEMENT#4 · 3,351,361 sh	3,351,361	$219.2M	<0.01%	+1.1%
5	WASATCH ADVISORS#5 · 3,246,593 sh	3,246,593	$212.4M	—	-13.3%
6	STATE STREET#6 · 3,044,858 sh	3,044,858	$199.2M	<0.01%	+4.2%
7	CHARLES SCHWAB INVESTMENT MANAGEMENT#7 · 2,955,235 sh	2,955,235	$193.3M	0.03%	+9.3%
8	LONDON OF VIRGINIA#8 · 2,791,199 sh	2,791,199	$182.6M	1.04%	-3.9%
9	GEODE CAPITAL MANAGEMENT#9 · 2,359,476 sh	2,359,476	$154.4M	<0.01%	+8.8%
10	AMERIPRISE FINANCIAL#10 · 2,344,828 sh	2,344,828	$153.4M	0.03%	+9.2%
11	HighTower Advisors#11 · 1,843,458 sh	1,843,458	$120.6M	0.12%	+3.3%
12	NATIXIS ADVISORS#12 · 1,721,484 sh	1,721,484	$112.6M	0.13%	+27.3%
13	JONES FINANCIAL COMPANIES LLLP#13 · 1,709,578 sh	1,709,578	$110.2M	0.04%	+32.5%
14	Madison Asset Management#14 · 1,667,157 sh	1,667,157	$109.1M	1.30%	-6.0%
15	TIMUCUAN ASSET MANAGEMENT#15 · 1,503,334 sh	1,503,334	$98.3M	3.62%	-0.8%
16	DIMENSIONAL FUND ADVISORS#16 · 1,345,514 sh	1,345,514	$88.0M	0.02%	+5.3%
17	Channing Capital Management#17 · 1,338,234 sh	1,338,234	$87.5M	2.02%	+2.3%
18	GOLDMAN SACHS GROUP#18 · 1,267,442 sh	1,267,442	$82.9M	<0.01%	-27.8%
19	NOMURA ASSET MANAGEMENT INTERNATIONAL#19 · 1,215,510 sh	1,215,510	$79.5M	0.12%	+1.8%
20	Fisher Asset Management#20 · 1,037,894 sh	1,037,894	$67.9M	0.02%	+0.9%
21	Bank of New York Mellon#21 · 1,000,415 sh	1,000,415	$65.4M	0.01%	+0.7%
22	Heard Capital#22 · 979,810 sh	979,810	$64.1M	2.74%	0.0%
23	MORGAN STANLEY#23 · 968,210 sh	968,210	$63.3M	<0.01%	+2.0%
24	WELLS FARGO & COMPANY#24 · 930,431 sh	930,431	$60.9M	<0.01%	+0.3%
25	NORTHERN#25 · 864,683 sh	864,683	$56.6M	<0.01%	+6.7%
26	JPMORGAN CHASE#26 · 791,833 sh	791,833	$50.0M	<0.01%	-32.8%
27	BANK OF AMERICA#27 · 752,349 sh	752,349	$49.2M	<0.01%	+8.4%
28	CITADEL ADVISORS#28 · 718,444 sh	718,444	$47.0M	<0.01%	+1042.1%
29	MANUFACTURERS LIFE INSURANCE COMPANY, THE#29 · 656,429 sh	656,429	$42.9M	0.03%	+15.9%
30	JENNISON ASSOCIATES#30 · 643,712 sh	643,712	$42.1M	0.03%	-18.8%
31	VANGUARD FIDUCIARY#31 · 534,677 sh	534,677	$35.0M	<0.01%	+3.9%
32	ROYAL BANK OF CANADA#32 · 533,542 sh	533,542	$34.9M	<0.01%	-17.9%
33	EMERALD ADVISERS#33 · 531,883 sh	531,883	$34.8M	0.82%	-3.0%
34	NEW YORK STATE COMMON RETIREMENT FUND#34 · 524,027 sh	524,027	$34.3M	0.04%	+41.5%
35	Junto Capital Management#35 · 481,954 sh	481,954	$31.5M	0.55%	New
36	Tributary Capital Management#36 · 459,690 sh	459,690	$30.1M	2.47%	-3.5%
37	UBS Group AG#37 · 445,789 sh	445,789	$29.2M	<0.01%	-5.3%
38	NORGES BANK#38 · 433,073 sh	433,073	$28.3M	<0.01%	—
39	RAYMOND JAMES FINANCIAL#39 · 430,844 sh	430,844	$28.2M	<0.01%	-7.0%
40	ROYCE & ASSOCIATES#40 · 424,508 sh	424,508	$27.8M	0.22%	+28.6%
41	Freestone Grove Partners#41 · 415,005 sh	415,005	$27.1M	0.17%	New
42	FORT WASHINGTON INVESTMENT ADVISORS#42 · 412,153 sh	412,153	$27.0M	—	+8.3%
43	ENVESTNET ASSET MANAGEMENT#43 · 397,569 sh	397,569	$26.0M	<0.01%	+2.6%
44	Woodline Partners#44 · 383,317 sh	383,317	$25.1M	0.08%	+168.9%
45	CAPITAL MANAGEMENT#45 · 367,076 sh	367,076	$24.0M	3.60%	+3.3%
46	PRINCIPAL FINANCIAL GROUP#46 · 363,650 sh	363,650	$23.8M	0.01%	+0.5%
47	RENAISSANCE TECHNOLOGIES#47 · 342,644 sh	342,644	$22.4M	0.03%	+56.1%
48	EMERALD MUTUAL FUND ADVISERS#48 · 342,465 sh	342,465	$22.4M	0.79%	0.0%
49	AQR CAPITAL MANAGEMENT#49 · 337,349 sh	337,349	$22.1M	<0.01%	-3.2%
50	LORD, ABBETT#50 · 321,051 sh	321,051	$21.0M	0.06%	+15.0%
51	CANADA PENSION PLAN INVESTMENT BOARD#51 · 288,900 sh	288,900	$18.9M	0.01%	+1.2%
52	SEI INVESTMENTS#52 · 284,910 sh	284,910	$18.6M	0.02%	-12.7%
53	WEALTH ENHANCEMENT ADVISORY SERVICES#53 · 283,885 sh	283,885	$18.1M	—	+0.1%
54	DEUTSCHE BANK AG\#54 · 272,492 sh	272,492	$17.8M	<0.01%	-9.9%
55	PUBLIC SECTOR PENSION INVESTMENT BOARD#55 · 255,553 sh	255,553	$16.7M	0.04%	-10.6%
56	BESSEMER GROUP#56 · 247,502 sh	247,502	$16.2M	0.02%	New
57	Invesco Ltd.#57 · 229,255 sh	229,255	$15.0M	<0.01%	+11.5%
58	Prana Capital Management#58 · 219,265 sh	219,265	$14.3M	0.44%	+21.0%
59	Penn Capital Management Company#59 · 210,064 sh	210,064	$13.8M	0.87%	New
60	CRAMER ROSENTHAL MCGLYNN#60 · 201,323 sh	201,323	$13.2M	0.67%	+56.6%
61	VICTORY CAPITAL MANAGEMENT#61 · 198,144 sh	198,144	$13.0M	<0.01%	+74.7%
62	Legal & General Group Plc#62 · 194,336 sh	194,336	$12.7M	<0.01%	+4.4%
63	FIRST ADVISORS#63 · 191,599 sh	191,599	$12.5M	<0.01%	+127.6%
64	RHUMBLINE ADVISERS#64 · 180,413 sh	180,413	$11.8M	<0.01%	-12.5%
65	Nuveen#65 · 179,466 sh	179,466	$11.7M	<0.01%	-10.5%
66	WINSLOW ASSET MANAGEMENT#66 · 164,918 sh	164,918	$10.8M	1.88%	0.0%
67	STIFEL FINANCIAL#67 · 157,760 sh	157,760	$10.3M	<0.01%	-6.5%
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#68 · 150,866 sh	150,866	$9.9M	<0.01%	-2.4%
69	Swiss National Bank#69 · 147,300 sh	147,300	$9.6M	<0.01%	+0.6%
70	BALYASNY ASSET MANAGEMENT L.P.#70 · 141,768 sh	141,768	$9.3M	0.01%	New
71	Longaeva Partners L.P.#71 · 138,324 sh	138,324	$9.0M	0.20%	New
72	Schonfeld Strategic Advisors#72 · 135,698 sh	135,698	$8.9M	0.03%	+233.4%
73	AMERICAN CENTURY COMPANIES#73 · 123,765 sh	123,765	$8.1M	<0.01%	+69.0%
74	First Eagle Investment Management#74 · 110,000 sh	110,000	$7.2M	0.01%	+46.5%
75	Pier Capital#75 · 104,681 sh	104,681	$6.8M	0.91%	-24.6%
76	Empowered Funds#76 · 100,128 sh	100,128	$6.6M	0.03%	+3.8%
77	PRICE T ROWE ASSOCIATES#77 · 99,722 sh	99,722	$6.5M	<0.01%	-58.0%
78	ALPS ADVISORS#78 · 94,704 sh	94,704	$6.2M	0.03%	+17.4%
79	Quantinno Capital Management#79 · 94,367 sh	94,367	$6.2M	<0.01%	+7.8%
80	ALLIANCEBERNSTEIN L.P.#80 · 99,343 sh	99,343	$5.7M	<0.01%	+3.2%
81	FEDERATED HERMES#81 · 85,252 sh	85,252	$5.6M	<0.01%	+4.9%
82	Palisades Investment Partners#82 · 84,500 sh	84,500	$5.5M	1.57%	+8.9%
83	REGIONS FINANCIAL#83 · 82,564 sh	82,564	$5.4M	0.03%	-9.8%
84	Callan Family Office#84 · 81,327 sh	81,327	$5.3M	0.10%	-0.1%
85	GREAT WEST LIFE ASSURANCE#85 · 81,146 sh	81,146	$5.3M	<0.01%	-1.9%
86	PRUDENTIAL FINANCIAL#86 · 77,150 sh	77,150	$5.0M	<0.01%	+1.9%
87	AXIOM INVESTORS#87 · 76,770 sh	76,770	$5.0M	0.04%	-48.9%
88	B. Metzler seel. Sohn & AG#88 · 71,989 sh	71,989	$4.7M	0.04%	-0.3%
89	Janney Montgomery Scott#89 · 69,982 sh	69,982	$4.6M	<0.01%	+41.0%
90	LPL Financial#90 · 69,052 sh	69,052	$4.5M	<0.01%	+5.0%
91	Universal- Beteiligungs- und Servicegesellschaft mbH#91 · 68,711 sh	68,711	$4.5M	<0.01%	+9.6%
92	WILEY BROS.-AINTREE CAPITAL#92 · 67,660 sh	67,660	$4.4M	0.02%	+17.8%
93	VANGUARD ASSET MANAGEMENT, Ltd#93 · 66,443 sh	66,443	$4.3M	<0.01%	0.0%
94	EFG International AG#94 · 63,816 sh	63,816	$4.2M	0.08%	+9.0%
95	Ensign Peak Advisors#95 · 62,302 sh	62,302	$4.1M	<0.01%	+164.7%
96	Mirae Asset Global Investments , Ltd.#96 · 62,151 sh	62,151	$4.1M	<0.01%	+20.0%
97	Corient Private Wealth#97 · 58,232 sh	58,232	$3.8M	<0.01%	+1.1%
98	Hilton Capital Management#98 · 58,226 sh	58,226	$3.8M	0.26%	+4.7%
99	Vestmark Advisory Solutions#99 · 58,131 sh	58,131	$3.8M	0.04%	+48.8%
100	OPPENHEIMER ASSET MANAGEMENT#100 · 53,041 sh	53,041	$3.5M	0.04%	+1.0%

Funds that sold out of MC in Q2 2026 (56)

Held MC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held MC in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Capital World Investors719,000 sh	719,000	$41.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP273,954 sh	273,954	$15.6M
KETTLE HILL CAPITAL MANAGEMENT155,446 sh	155,446	$8.9M
Susquehanna Portfolio Strategies150,826 sh	150,826	$8.6M
Artisan Partners Limited Partnership128,399 sh	128,399	$7.3M
TUDOR INVESTMENT ET AL117,398 sh	117,398	$6.7M
Cinctive Capital Management97,015 sh	97,015	$5.5M
Blue Zone Wealth Advisors80,528 sh	80,528	$4.6M
Freemont Management S.A.63,400 sh	63,400	$3.6M
Elo Mutual Pension Insurance52,529 sh	52,529	$3.0M
Qube Research & Technologies Ltd42,688 sh	42,688	$2.4M
Roubaix Capital40,967 sh	40,967	$2.3M
ZACKS INVESTMENT MANAGEMENT36,680 sh	36,680	$2.1M
MARSHALL WACE, LLP35,853 sh	35,853	$2.0M
Inspire Investing30,605 sh	30,605	$1.7M
Magnetar Financial29,561 sh	29,561	$1.7M
PEAK621,301 sh	21,301	$1.2M
SkyView Investment Advisors17,428 sh	17,428	$993.0K
Entropy Technologies16,841 sh	16,841	$959.9K
GSA CAPITAL PARTNERS LLP14,239 sh	14,239	$812.0K
Limestone Investment Advisors1,000 sh	1,000	$535.0K
CAPSTONE INVESTMENT ADVISORS8,436 sh	8,436	$480.9K
INCEPTIONR8,348 sh	8,348	$475.8K
HEALTHCARE OF ONTARIO PENSION PLAN FUND7,494 sh	7,494	$427.2K
Amundi7,296 sh	7,296	$415.9K
Financiere des Professionnels - Fonds d,investissement6,603 sh	6,603	$376.4K
GAMCO INVESTORS, ET AL6,000 sh	6,000	$342.0K
Vinva Investment Management Ltd4,153 sh	4,153	$332.6K
Bayforest Capital Ltd4,872 sh	4,872	$277.7K
Centiva Capital4,572 sh	4,572	$260.6K
JACOBS LEVY EQUITY MANAGEMENT4,340 sh	4,340	$247.4K
Oasis Advisors4,032 sh	4,032	$229.9K
Marex Group plc3,802 sh	3,802	$216.7K
Equitable3,081 sh	3,081	$211.8K
AlphaGrep UK Ltd3,713 sh	3,713	$211.6K
EVOKE WEALTH3,668 sh	3,668	$209.1K
Heritage Family Offices, LLP3,637 sh	3,637	$207.3K
QUADRANT CAPITAL GROUP62 sh	62	$50.7K
Western Wealth Management886 sh	886	$50.5K
C M BIDWELL & ASSOCIATES LTD803 sh	803	$45.8K
Innovative Asset Advisors Group500 sh	500	$28.5K
Root Financial Partners455 sh	455	$25.9K
V-Square Quantitative Management434 sh	434	$24.7K
CULLEN/FROST BANKERS415 sh	415	$23.6K
Advisory Services Network326 sh	326	$18.6K
Destiny Wealth Partners193 sh	193	$11.0K
EASTERN BANK171 sh	171	$9.7K
Federation des caisses Desjardins du Quebec110 sh	110	$6.3K
JNBA Financial Advisors89 sh	89	$5.1K
TWIN PEAKS WEALTH ADVISORS78 sh	78	$4.4K
Wall Street Financial Group63 sh	63	$3.6K
Park Place Capital50 sh	50	$2.9K
Sound Income Strategies44 sh	44	$2.5K
GROUP ONE TRADING, L.P.34 sh	34	$1.9K
Vermillion Wealth Management6 sh	6	$342.00
Avion Wealth8 sh	8	$0.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.