Moelis & Co (MC) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MC 13F holders ranked 101–200 of 398
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | PARK CIRCLE#101 · 49,876 sh | 49,876 | $3.3M | 2.78% | 0.0% |
| 102 | Cresset Asset Management#102 · 49,863 sh | 49,863 | $3.3M | 0.01% | +51.2% |
| 103 | THRIVENT FINANCIAL FOR LUTHERANS#103 · 48,839 sh | 48,839 | $3.2M | <0.01% | -1.1% |
| 104 | MEEDER ASSET MANAGEMENT#104 · 48,749 sh | 48,749 | $3.2M | 0.16% | +778.8% |
| 105 | GABELLI FUNDS#105 · 45,950 sh | 45,950 | $3.0M | 0.02% | +4.8% |
| 106 | VOYA INVESTMENT MANAGEMENT#106 · 44,982 sh | 44,982 | $2.9M | <0.01% | -87.8% |
| 107 | Russell Investments Group, Ltd.#107 · 45,055 sh | 45,055 | $2.9M | <0.01% | +59.8% |
| 108 | MetLife Investment Management#108 · 43,918 sh | 43,918 | $2.9M | 0.01% | +8.1% |
| 109 | Odyssean#109 · 43,912 sh | 43,912 | $2.9M | 0.47% | +70.7% |
| 110 | Verdence Capital Advisors#110 · 43,848 sh | 43,848 | $2.9M | — | +16.0% |
| 111 | Aquatic Capital Management#111 · 43,349 sh | 43,349 | $2.8M | 0.10% | New |
| 112 | Walleye Capital#112 · 43,138 sh | 43,138 | $2.8M | 0.01% | New |
| 113 | BAMCO#113 · 43,050 sh | 43,050 | $2.8M | <0.01% | -73.6% |
| 114 | CITIGROUP#114 · 41,989 sh | 41,989 | $2.7M | <0.01% | +238.4% |
| 115 | FIRST NATIONAL BANK OF OMAHA#115 · 41,597 sh | 41,597 | $2.7M | 0.08% | -22.0% |
| 116 | NewEdge Wealth#116 · 40,439 sh | 40,439 | $2.6M | 0.03% | +0.9% |
| 117 | Illinois Municipal Retirement Fund#117 · 39,264 sh | 39,264 | $2.6M | 0.03% | -3.5% |
| 118 | FIFTH THIRD BANCORP#118 · 38,509 sh | 38,509 | $2.5M | <0.01% | -1.1% |
| 119 | BASSWOOD CAPITAL MANAGEMENT, L.L.C.#119 · 38,242 sh | 38,242 | $2.5M | 0.10% | -37.3% |
| 120 | State of Alaska, Department of Revenue#120 · 37,281 sh | 37,281 | $2.4M | — | -24.6% |
| 121 | Orion Porfolio Solutions#121 · 36,501 sh | 36,501 | $2.4M | 0.02% | -3.3% |
| 122 | Y-Intercept (Hong Kong) Ltd#122 · 36,289 sh | 36,289 | $2.4M | — | -48.0% |
| 123 | MIRAE ASSET GLOBAL ETFS Ltd.#123 · 34,775 sh | 34,775 | $2.3M | <0.01% | -60.6% |
| 124 | Jupiter Topco#124 · 34,626 sh | 34,626 | $2.3M | <0.01% | — |
| 125 | Man Group plc#125 · 34,412 sh | 34,412 | $2.3M | <0.01% | +1.5% |
| 126 | Pathstone#126 · 33,435 sh | 33,435 | $2.2M | <0.01% | -1.8% |
| 127 | TWO SIGMA INVESTMENTS#127 · 33,300 sh | 33,300 | $2.2M | <0.01% | -20.7% |
| 128 | FMR#128 · 32,960 sh | 32,960 | $2.2M | <0.01% | -73.6% |
| 129 | Louisiana State Employees Retirement System#129 · 32,600 sh | 32,600 | $2.1M | — | -0.6% |
| 130 | FRED ALGER MANAGEMENT#130 · 32,127 sh | 32,127 | $2.1M | <0.01% | -1.6% |
| 131 | Toroso Investments#131 · 31,483 sh | 31,483 | $2.1M | <0.01% | -13.9% |
| 132 | State of New Jersey Common Pension Fund D#132 · 30,994 sh | 30,994 | $2.0M | <0.01% | -13.5% |
| 133 | Moran Wealth Management#133 · 30,409 sh | 30,409 | $2.0M | — | -8.3% |
| 134 | Salvus Wealth Management#134 · 29,689 sh | 29,689 | $1.9M | — | -4.1% |
| 135 | Knights of Columbus Asset Advisors#135 · 29,687 sh | 29,687 | $1.9M | 0.10% | +0.6% |
| 136 | Vanguard Global Advisers#136 · 28,514 sh | 28,514 | $1.9M | <0.01% | -4.4% |
| 137 | MILLENNIUM MANAGEMENT#137 · 27,656 sh | 27,656 | $1.8M | <0.01% | -88.9% |
| 138 | IEQ CAPITAL#138 · 27,541 sh | 27,541 | $1.8M | <0.01% | -23.3% |
| 139 | State of Tennessee, Treasury Department#139 · 26,417 sh | 26,417 | $1.7M | <0.01% | -11.1% |
| 140 | Handelsbanken Fonder AB#140 · 26,051 sh | 26,051 | $1.7M | <0.01% | 0.0% |
| 141 | HARBOR CAPITAL ADVISORS#141 · 23,441 sh | 23,441 | $1.5M | — | -6.9% |
| 142 | OSAIC#142 · 23,124 sh | 23,124 | $1.5M | <0.01% | +197.2% |
| 143 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#143 · 23,074 sh | 23,074 | $1.5M | — | -31.3% |
| 144 | Police & Firemen's Retirement System of New Jersey#144 · 22,274 sh | 22,274 | $1.5M | 0.01% | +9.9% |
| 145 | TWINBEECH CAPITAL#145 · 22,269 sh | 22,269 | $1.5M | 0.26% | New |
| 146 | Cerity Partners#146 · 21,669 sh | 21,669 | $1.4M | <0.01% | -2.2% |
| 147 | YOUSIF CAPITAL MANAGEMENT#147 · 20,600 sh | 20,600 | $1.3M | — | +1.5% |
| 148 | Hennion & Walsh Asset Management#148 · 20,525 sh | 20,525 | $1.3M | — | +2.4% |
| 149 | Atria Investments#149 · 20,338 sh | 20,338 | $1.3M | — | -9.0% |
| 150 | Arizona State Retirement System#150 · 20,263 sh | 20,263 | $1.3M | <0.01% | -0.4% |
| 151 | Zurcher Kantonalbank (Zurich Cantonalbank)#151 · 20,125 sh | 20,125 | $1.3M | <0.01% | -37.6% |
| 152 | Cetera Investment Advisers#152 · 20,030 sh | 20,030 | $1.3M | <0.01% | +58.5% |
| 153 | AMALGAMATED BANK#153 · 20,005 sh | 20,005 | $1.3M | — | -6.1% |
| 154 | STRS OHIO#154 · 19,700 sh | 19,700 | $1.3M | <0.01% | -12.8% |
| 155 | Vanguard Investments Australia, Ltd.#155 · 19,557 sh | 19,557 | $1.3M | <0.01% | 0.0% |
| 156 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#156 · 19,266 sh | 19,266 | $1.3M | <0.01% | +1.3% |
| 157 | OneDigital Investment Advisors#157 · 19,164 sh | 19,164 | $1.3M | 0.01% | +25.3% |
| 158 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#158 · 19,006 sh | 19,006 | $1.2M | 0.02% | -33.5% |
| 159 | MERCER GLOBAL ADVISORS#159 · 18,895 sh | 18,895 | $1.2M | <0.01% | +3.8% |
| 160 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#160 · 18,626 sh | 18,626 | $1.2M | <0.01% | -63.3% |
| 161 | BARCLAYS PLC#161 · 18,512 sh | 18,512 | $1.2M | <0.01% | -62.7% |
| 162 | BNP PARIBAS FINANCIAL MARKETS#162 · 18,483 sh | 18,483 | $1.2M | <0.01% | -67.3% |
| 163 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#163 · 18,428 sh | 18,428 | $1.2M | <0.01% | +1.4% |
| 164 | Neuberger Berman Group#164 · 18,349 sh | 18,349 | $1.2M | <0.01% | -60.4% |
| 165 | Vanguard Personalized Indexing Management#165 · 17,746 sh | 17,746 | $1.2M | <0.01% | +13.5% |
| 166 | IMC-Chicago#166 · 17,693 sh | 17,693 | $1.2M | <0.01% | New |
| 167 | CAMPBELL NEWMAN ASSET MANAGEMENT#167 · 17,673 sh | 17,673 | $1.2M | — | +4.8% |
| 168 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#168 · 17,637 sh | 17,637 | $1.2M | <0.01% | -3.6% |
| 169 | Mariner#169 · 17,471 sh | 17,471 | $1.1M | <0.01% | -32.1% |
| 170 | XTX Topco Ltd#170 · 17,310 sh | 17,310 | $1.1M | 0.01% | -31.8% |
| 171 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#171 · 16,896 sh | 16,896 | $1.1M | 0.01% | -0.2% |
| 172 | INTECH INVESTMENT MANAGEMENT#172 · 16,596 sh | 16,596 | $1.1M | 0.01% | +1.8% |
| 173 | KLP KAPITALFORVALTNING AS#173 · 16,300 sh | 16,300 | $1.1M | <0.01% | 0.0% |
| 174 | NOVEM GROUP#174 · 15,858 sh | 15,858 | $1.0M | — | New |
| 175 | Vestcor#175 · 15,494 sh | 15,494 | $1.0M | 0.03% | +699.9% |
| 176 | Drucker Wealth 3.0#176 · 15,168 sh | 15,168 | $992.2K | 0.16% | +1.1% |
| 177 | Diversify Advisory Services#177 · 14,462 sh | 14,462 | $980.2K | — | New |
| 178 | DIVERSIFY WEALTH MANAGEMENT#178 · 14,462 sh | 14,462 | $980.2K | — | -84.8% |
| 179 | Steward Partners Investment Advisory#179 · 14,855 sh | 14,855 | $971.8K | <0.01% | +1.1% |
| 180 | Harbor Advisors#180 · 14,800 sh | 14,800 | $968.2K | 0.12% | 0.0% |
| 181 | CAPTRUST FINANCIAL ADVISORS#181 · 13,918 sh | 13,918 | $910.5K | <0.01% | +2.5% |
| 182 | New Age Alpha Advisors#182 · 13,801 sh | 13,801 | $902.9K | 0.04% | -76.4% |
| 183 | Cornerstone Investment Partners#183 · 13,734 sh | 13,734 | $898.5K | 0.03% | +0.5% |
| 184 | O'SHAUGHNESSY ASSET MANAGEMENT#184 · 13,133 sh | 13,133 | $859.2K | <0.01% | -27.3% |
| 185 | FRANKLIN RESOURCES#185 · 13,025 sh | 13,025 | $852.1K | <0.01% | -0.3% |
| 186 | WINTON GROUP Ltd#186 · 12,422 sh | 12,422 | $812.6K | 0.03% | -89.7% |
| 187 | Marshall Financial Group#187 · 12,334 sh | 12,334 | $806.9K | 0.12% | New |
| 188 | ALLSTATE#188 · 12,091 sh | 12,091 | $791.0K | <0.01% | New |
| 189 | WHITTIER#189 · 10,867 sh | 10,867 | $781.8K | <0.01% | New |
| 190 | State of Wyoming#190 · 11,778 sh | 11,778 | $770.5K | 0.08% | +169.8% |
| 191 | Merit Financial Group#191 · 11,772 sh | 11,772 | $770.1K | <0.01% | +25.5% |
| 192 | US BANCORP \DE\#192 · 11,757 sh | 11,757 | $769.1K | <0.01% | -5.8% |
| 193 | Pictet Asset Management Holding SA#193 · 11,495 sh | 11,495 | $752.0K | <0.01% | -5.9% |
| 194 | Quantum Private Wealth#194 · 11,314 sh | 11,314 | $740.2K | — | 0.0% |
| 195 | TRUIST FINANCIAL#195 · 11,061 sh | 11,061 | $723.6K | <0.01% | +11.5% |
| 196 | SRS Capital Advisors#196 · 11,046 sh | 11,046 | $722.6K | <0.01% | +1725.8% |
| 197 | M&T BANK#197 · 11,005 sh | 11,005 | $720.2K | <0.01% | -34.5% |
| 198 | Curated Wealth Partners#198 · 11,008 sh | 11,008 | $720.1K | — | -9.9% |
| 199 | Kingsview Wealth Management#199 · 10,973 sh | 10,973 | $717.8K | <0.01% | New |
| 200 | Strata Wealth Advisors#200 · 10,929 sh | 10,929 | $715.0K | — | -0.3% |
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.