Moelis & Co (MC) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 398
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Indivisible Partners#201 · 10,823 sh | 10,823 | $708.0K | — | +9.7% |
| 202 | Maryland State Retirement & Pension System#202 · 10,817 sh | 10,817 | $707.6K | 0.01% | +0.3% |
| 203 | ProShare Advisors#203 · 10,756 sh | 10,756 | $703.7K | <0.01% | -7.0% |
| 204 | Waterloo Capital, L.P.#204 · 10,309 sh | 10,309 | $674.4K | 0.04% | New |
| 205 | WESBANCO BANK#205 · 9,998 sh | 9,998 | $654.1K | 0.02% | +7.1% |
| 206 | Impact Capital Partners#206 · 9,877 sh | 9,877 | $646.2K | — | -16.0% |
| 207 | STATE OF WISCONSIN INVESTMENT BOARD#207 · 9,845 sh | 9,845 | $644.1K | <0.01% | +36.2% |
| 208 | PNC FINANCIAL SERVICES GROUP#208 · 9,797 sh | 9,797 | $640.9K | <0.01% | -1.4% |
| 209 | Advyzon Investment Management#209 · 9,631 sh | 9,631 | $630.1K | 0.05% | +2.2% |
| 210 | NAPLES GLOBAL ADVISORS#210 · 9,341 sh | 9,341 | $611.1K | 0.04% | 0.0% |
| 211 | Argent#211 · 8,961 sh | 8,961 | $586.2K | 0.02% | +3.6% |
| 212 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#212 · 8,518 sh | 8,518 | $557.2K | — | +0.6% |
| 213 | PEAK FINANCIAL ADVISORS#213 · 8,423 sh | 8,423 | $551.1K | 0.23% | 0.0% |
| 214 | KESTRA PRIVATE WEALTH SERVICES#214 · 8,419 sh | 8,419 | $550.8K | <0.01% | -1.0% |
| 215 | MAI Capital Management#215 · 8,220 sh | 8,220 | $537.8K | <0.01% | +1648.9% |
| 216 | Focus Partners Wealth#216 · 8,123 sh | 8,123 | $531.4K | <0.01% | +4.2% |
| 217 | Kestra Investment Management#217 · 8,002 sh | 8,002 | $523.5K | 0.01% | +0.2% |
| 218 | COMMONWEALTH EQUITY SERVICES#218 · 7,914 sh | 7,914 | $517.7K | <0.01% | +18.7% |
| 219 | Geneos Wealth Management#219 · 7,910 sh | 7,910 | $517.5K | 0.01% | -29.1% |
| 220 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#220 · 7,648 sh | 7,648 | $500.0K | <0.01% | 0.0% |
| 221 | MML INVESTORS SERVICES#221 · 7,576 sh | 7,576 | $495.6K | <0.01% | +1.7% |
| 222 | XPONANCE#222 · 7,456 sh | 7,456 | $487.8K | <0.01% | +7.4% |
| 223 | LEUCADIA NATIONAL#223 · 7,329 sh | 7,329 | $479.5K | <0.01% | -75.9% |
| 224 | GREENWOOD CAPITAL ASSOCIATES#224 · 7,266 sh | 7,266 | $475.3K | — | -8.0% |
| 225 | First National Advisers#225 · 7,178 sh | 7,178 | $469.6K | 0.07% | -29.2% |
| 226 | NISA INVESTMENT ADVISORS#226 · 6,988 sh | 6,988 | $457.2K | — | +157.4% |
| 227 | Mount Yale Investment Advisors#227 · 6,934 sh | 6,934 | $453.6K | <0.01% | -2.4% |
| 228 | FULTON BANK, N.A.#228 · 6,931 sh | 6,931 | $453.4K | — | +12.5% |
| 229 | Ameritas Investment Partners#229 · 6,854 sh | 6,854 | $448.4K | 0.01% | +13.6% |
| 230 | D.A. DAVIDSON#230 · 6,717 sh | 6,717 | $439.4K | <0.01% | +0.8% |
| 231 | AE Wealth Management#231 · 6,707 sh | 6,707 | $438.8K | <0.01% | +21.7% |
| 232 | Creative Planning#232 · 6,678 sh | 6,678 | $436.9K | <0.01% | -31.2% |
| 233 | Brevan Howard Capital Management#233 · 6,670 sh | 6,670 | $436.4K | <0.01% | +69.5% |
| 234 | AVIVA PLC#234 · 6,593 sh | 6,593 | $431.3K | <0.01% | -14.3% |
| 235 | KEYBANK NATIONAL ASSOCIATION#235 · 6,450 sh | 6,450 | $422.0K | <0.01% | +16.7% |
| 236 | O'ROURKE & COMPANY#236 · 6,413 sh | 6,413 | $419.6K | 0.15% | 0.0% |
| 237 | Sanctuary Advisors#237 · 6,322 sh | 6,322 | $413.6K | <0.01% | +11.3% |
| 238 | Parkside Financial Bank#238 · 6,216 sh | 6,216 | $406.7K | — | +100.0% |
| 239 | BANK OF MONTREAL#239 · 5,842 sh | 5,842 | $382.2K | <0.01% | +7.0% |
| 240 | Trajan Wealth#240 · 5,815 sh | 5,815 | $380.4K | 0.01% | -6.2% |
| 241 | HANTZ FINANCIAL SERVICES#241 · 5,649 sh | 5,649 | $370.0K | <0.01% | +1.1% |
| 242 | Tower Research Capital (TRC)#242 · 5,631 sh | 5,631 | $368.4K | <0.01% | +53.0% |
| 243 | Integrated Wealth Concepts#243 · 5,605 sh | 5,605 | $366.6K | <0.01% | -40.6% |
| 244 | Point#244 · 5,513 sh | 5,513 | $360.7K | 0.03% | -35.0% |
| 245 | Pinnacle Financial Partners#245 · 5,422 sh | 5,422 | $354.7K | <0.01% | +2.3% |
| 246 | SG Americas Securities#246 · 5,266 sh | 5,266 | $345.0K | <0.01% | -83.9% |
| 247 | CHOREO#247 · 5,255 sh | 5,255 | $343.8K | <0.01% | -9.7% |
| 248 | Capital Investment Advisory Services#248 · 5,227 sh | 5,227 | $342.0K | 0.02% | +0.1% |
| 249 | QRG CAPITAL MANAGEMENT#249 · 5,206 sh | 5,206 | $340.6K | <0.01% | +11.9% |
| 250 | Blueshift Asset Management#250 · 5,050 sh | 5,050 | $330.4K | 0.08% | New |
| 251 | ST GERMAIN D J#251 · 5,000 sh | 5,000 | $327.1K | 0.01% | 0.0% |
| 252 | Rockefeller Capital Management L.P.#252 · 4,977 sh | 4,977 | $325.6K | <0.01% | +9.6% |
| 253 | VIRGINIA RETIREMENT SYSTEMS ET Al#253 · 4,900 sh | 4,900 | $320.6K | <0.01% | New |
| 254 | ARMISTICE CAPITAL#254 · 4,877 sh | 4,877 | $319.1K | <0.01% | New |
| 255 | World Investment Advisors#255 · 5,518 sh | 5,518 | $315.3K | <0.01% | -0.2% |
| 256 | Swiss Life Asset Management Ltd#256 · 4,713 sh | 4,713 | $308.3K | <0.01% | +10.5% |
| 257 | Snowden Capital Advisors#257 · 4,542 sh | 4,542 | $297.1K | <0.01% | +18.0% |
| 258 | TEACHER RETIREMENT SYSTEM OF TEXAS#258 · 4,508 sh | 4,508 | $294.9K | <0.01% | -59.1% |
| 259 | TRITONPOINT WEALTH#259 · 4,463 sh | 4,463 | $292.0K | — | -0.6% |
| 260 | TritonPoint Partners#260 · 4,458 sh | 4,458 | $291.6K | 0.02% | New |
| 261 | CIBC Bancorp USA#261 · 4,442 sh | 4,442 | $290.6K | <0.01% | +17.7% |
| 262 | Fifth Third Wealth Advisors#262 · 4,439 sh | 4,439 | $290.4K | — | New |
| 263 | BRIGHTON JONES#263 · 4,312 sh | 4,312 | $282.1K | <0.01% | +7.6% |
| 264 | Apollon Wealth Management#264 · 4,124 sh | 4,124 | $269.8K | — | -43.2% |
| 265 | CIBC Asset Management#265 · 4,056 sh | 4,056 | $265.3K | <0.01% | -1.9% |
| 266 | Pallas Capital Advisors#266 · 4,013 sh | 4,013 | $262.5K | <0.01% | -6.4% |
| 267 | PROFUND ADVISORS#267 · 3,902 sh | 3,902 | $255.3K | <0.01% | +9.8% |
| 268 | SIMPLEX TRADING#268 · 3,880 sh | 3,880 | $253.8K | <0.01% | +9848.7% |
| 269 | BENJAMIN EDWARDS#269 · 3,831 sh | 3,831 | $250.6K | <0.01% | -26.8% |
| 270 | Vise Technologies#270 · 3,772 sh | 3,772 | $246.8K | <0.01% | +17.7% |
| 271 | JANE STREET GROUP#271 · 3,772 sh | 3,772 | $246.8K | 0.00% | New |
| 272 | Diametric Capital#272 · 3,726 sh | 3,726 | $243.8K | 0.03% | New |
| 273 | PRAXIS INVESTMENT MANAGEMENT#273 · 3,694 sh | 3,694 | $242.0K | 0.01% | 0.0% |
| 274 | Cambridge Investment Research Advisors#274 · 3,679 sh | 3,679 | $241.0K | <0.01% | -7.0% |
| 275 | ALPINE WOODS CAPITAL INVESTORS#275 · 3,659 sh | 3,659 | $239.4K | 0.05% | -9.9% |
| 276 | Legacy Capital Wealth Partners#276 · 3,647 sh | 3,647 | $238.6K | — | -6.6% |
| 277 | GW HENSSLER & ASSOCIATES LTD#277 · 3,447 sh | 3,447 | $225.5K | — | New |
| 278 | DnB Asset Management AS#278 · 3,430 sh | 3,430 | $224.4K | <0.01% | -11.9% |
| 279 | Envestnet Portfolio Solutions#279 · 3,369 sh | 3,369 | $220.4K | <0.01% | New |
| 280 | Private Advisor Group#280 · 3,358 sh | 3,358 | $219.7K | <0.01% | -55.1% |
| 281 | SAGE RHINO CAPITAL#281 · 3,310 sh | 3,310 | $216.5K | 0.04% | New |
| 282 | NORDEN GROUP#282 · 3,230 sh | 3,230 | $211.3K | — | New |
| 283 | Moors & Cabot#283 · 3,216 sh | 3,216 | $210.4K | <0.01% | New |
| 284 | Quantbot Technologies#284 · 3,150 sh | 3,150 | $206.1K | <0.01% | New |
| 285 | HSBC PLC#285 · 3,088 sh | 3,088 | $202.0K | <0.01% | -93.7% |
| 286 | KBC Group NV#286 · 2,800 sh | 2,800 | $183.0K | — | 0.0% |
| 287 | Central Pacific Bank - Division#287 · 2,690 sh | 2,690 | $176.0K | — | +8.0% |
| 288 | HUNTINGTON NATIONAL BANK#288 · 2,301 sh | 2,301 | $150.5K | <0.01% | +0.1% |
| 289 | WHITTIER OF NEVADA#289 · 1,849 sh | 1,849 | $129.1K | <0.01% | 0.0% |
| 290 | Union Bankshares#290 · 1,683 sh | 1,683 | $110.1K | <0.01% | -9.3% |
| 291 | Nykredit A/S#291 · 1,515 sh | 1,515 | $99.1K | <0.01% | — |
| 292 | GAMMA Investing#292 · 1,489 sh | 1,489 | $97.4K | — | +11.5% |
| 293 | Pinnacle Wealth Planning Services#293 · 1,444 sh | 1,444 | $94.5K | <0.01% | +4.8% |
| 294 | Versant Capital Management#294 · 1,371 sh | 1,371 | $89.7K | — | +57.4% |
| 295 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#295 · 1,343 sh | 1,343 | $87.9K | <0.01% | +5.2% |
| 296 | Parallel Advisors#296 · 1,236 sh | 1,236 | $80.9K | <0.01% | -10.1% |
| 297 | SIGNATUREFD#297 · 1,153 sh | 1,153 | $75.4K | — | -2.0% |
| 298 | IFP Advisors#298 · 1,118 sh | 1,118 | $73.1K | — | +0.8% |
| 299 | Covestor Ltd#299 · 1,060 sh | 1,060 | $69.0K | 0.04% | -44.3% |
| 300 | Global Retirement Partners#300 · 1,003 sh | 1,003 | $65.6K | <0.01% | — |
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.