Moelis & Co (MC) — Institutional Holders, Q2 2026 (page 4)
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 301 to 398. 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 301–398 of 398
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | BNP Paribas Asset Management Holding S.A.#301 · 974 sh | 974 | $63.7K | <0.01% | +10.3% |
| 302 | EverSource Wealth Advisors#302 · 908 sh | 908 | $59.4K | <0.01% | -28.0% |
| 303 | UMB Bank, n.a.#303 · 851 sh | 851 | $55.7K | <0.01% | +6.8% |
| 304 | PRIVATE NA#304 · 760 sh | 760 | $49.7K | — | -5.2% |
| 305 | Optiver Holding B.V.#305 · 691 sh | 691 | $45.2K | 0.00% | New |
| 306 | Neo Ivy Capital Management#306 · 674 sh | 674 | $44.1K | 0.01% | New |
| 307 | Allworth Financial#307 · 670 sh | 670 | $43.8K | <0.01% | -8.5% |
| 308 | HM PAYSON#308 · 642 sh | 642 | $42.0K | <0.01% | 0.0% |
| 309 | Salomon & Ludwin#309 · 596 sh | 596 | $39.6K | <0.01% | +190.7% |
| 310 | Kemnay Advisory Services#310 · 519 sh | 519 | $34.0K | <0.01% | +26.3% |
| 311 | Smartleaf Asset Management#311 · 536 sh | 536 | $33.7K | <0.01% | 0.0% |
| 312 | BROWN BROTHERS HARRIMAN#312 · 476 sh | 476 | $31.1K | <0.01% | 0.0% |
| 313 | Crewe Advisors#313 · 387 sh | 387 | $25.3K | <0.01% | -6.7% |
| 314 | Allied Private Wealth#314 · 390 sh | 390 | $25.2K | 0.02% | — |
| 315 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#315 · 353 sh | 353 | $23.1K | 0.00% | +6.6% |
| 316 | City State Bank#316 · 350 sh | 350 | $22.9K | — | 0.0% |
| 317 | LRI Investments#317 · 343 sh | 343 | $22.4K | <0.01% | +21.6% |
| 318 | LOS ANGELES CAPITAL MANAGEMENT#318 · 332 sh | 332 | $21.7K | <0.01% | -99.4% |
| 319 | Larson Financial Group#319 · 319 sh | 319 | $20.9K | <0.01% | +17.7% |
| 320 | NOMURA ASSET MANAGEMENT LTD#320 · 300 sh | 300 | $19.6K | 0.00% | -52.4% |
| 321 | Farther Finance Advisors#321 · 296 sh | 296 | $19.3K | — | +18.4% |
| 322 | MassMutual Private Wealth & , FSB#322 · 295 sh | 295 | $19.3K | — | -58.0% |
| 323 | SBI Securities , Ltd.#323 · 286 sh | 286 | $18.7K | — | -1.7% |
| 324 | Essential Partners#324 · 285 sh | 285 | $18.6K | — | -23.2% |
| 325 | ROTHSCHILD INVESTMENT#325 · 268 sh | 268 | $17.5K | <0.01% | -10.4% |
| 326 | Sterling Capital Management#326 · 265 sh | 265 | $17.3K | — | -45.0% |
| 327 | Bare Financial Services#327 · 233 sh | 233 | $15.2K | <0.01% | +75.2% |
| 328 | Cedar Mountain Advisors#328 · 220 sh | 220 | $14.4K | — | 0.0% |
| 329 | Persistent Asset Partners Ltd#329 · 211 sh | 211 | $13.8K | <0.01% | New |
| 330 | Capital Advisors, Ltd.#330 · 200 sh | 200 | $13.0K | <0.01% | 0.0% |
| 331 | Owl Creek Wealth Partners#331 · 165 sh | 165 | $10.8K | — | 0.0% |
| 332 | MCGUIRE CAPITAL ADVISORS#332 · 163 sh | 163 | $10.7K | <0.01% | 0.0% |
| 333 | WPG Advisers#333 · 153 sh | 153 | $10.0K | <0.01% | +1.3% |
| 334 | Hilltop National Bank#334 · 150 sh | 150 | $9.8K | — | 0.0% |
| 335 | Private Wealth Management Group#335 · 147 sh | 147 | $9.6K | — | 0.0% |
| 336 | Colonial / SC#336 · 134 sh | 134 | $8.4K | <0.01% | +2.3% |
| 337 | BARTLETT & WEALTH MANAGEMENT#337 · 125 sh | 125 | $8.2K | <0.01% | 0.0% |
| 338 | SJS Investment Consulting#338 · 115 sh | 115 | $7.5K | — | +576.5% |
| 339 | Silver Grove Financial Group#339 · 110 sh | 110 | $7.2K | <0.01% | New |
| 340 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#340 · 108 sh | 108 | $7.2K | <0.01% | +620.0% |
| 341 | S&T BANK#341 · 107 sh | 107 | $7.0K | <0.01% | -17.1% |
| 342 | Ancora Advisors#342 · 106 sh | 106 | $6.9K | <0.01% | 0.0% |
| 343 | Marquette Asset Management#343 · 102 sh | 102 | $6.7K | — | 0.0% |
| 344 | ASSETMARK#344 · 100 sh | 100 | $6.5K | — | -18.7% |
| 345 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#345 · 97 sh | 97 | $6.3K | <0.01% | +1.0% |
| 346 | Keating Financial Advisory Services#346 · 79 sh | 79 | $5.2K | <0.01% | +119.4% |
| 347 | Nvest Wealth Strategies#347 · 75 sh | 75 | $4.9K | — | 0.0% |
| 348 | Mitsubishi UFJ Asset Management , Ltd.#348 · 72 sh | 72 | $4.7K | 0.00% | 0.0% |
| 349 | Bell Investment Advisors#349 · 69 sh | 69 | $4.5K | <0.01% | 0.0% |
| 350 | High Note Wealth#350 · 65 sh | 65 | $4.3K | <0.01% | 0.0% |
| 351 | True Wealth Design#351 · 63 sh | 63 | $4.1K | — | 0.0% |
| 352 | NBT BANK N A#352 · 62 sh | 62 | $4.0K | — | +1.6% |
| 353 | Institute for Wealth Management#353 · 60 sh | 60 | $3.9K | <0.01% | New |
| 354 | Horizon Investments#354 · 59 sh | 59 | $3.8K | 0.00% | New |
| 355 | CVA Family Office#355 · 48 sh | 48 | $3.1K | <0.01% | +585.7% |
| 356 | JPL Wealth Management#356 · 47 sh | 47 | $3.1K | <0.01% | 0.0% |
| 357 | JFS WEALTH ADVISORS#357 · 46 sh | 46 | $3.0K | <0.01% | +43.8% |
| 358 | FARMERS & MERCHANTS INVESTMENTS#358 · 43 sh | 43 | $2.8K | — | 0.0% |
| 359 | ACTION POINT FINANCIAL PLANNING#359 · 42 sh | 42 | $2.7K | <0.01% | New |
| 360 | N.E.W. Advisory Services#360 · 39 sh | 39 | $2.6K | <0.01% | New |
| 361 | UNION SAVINGS BANK#361 · 39 sh | 39 | $2.6K | — | 0.0% |
| 362 | Fortitude Family Office#362 · 36 sh | 36 | $2.4K | — | +50.0% |
| 363 | Westside Investment Management#363 · 29 sh | 29 | $1.9K | <0.01% | 0.0% |
| 364 | Ameritas Advisory Services#364 · 27 sh | 27 | $1.8K | 0.00% | New |
| 365 | Rossby Financial, LCC#365 · 27 sh | 27 | $1.8K | <0.01% | 0.0% |
| 366 | Plante Moran Financial Advisors#366 · 26 sh | 26 | $1.7K | <0.01% | New |
| 367 | Noble Wealth Management PBC#367 · 24 sh | 24 | $1.6K | — | New |
| 368 | Clearstead Advisors#368 · 15 sh | 15 | $982.00 | 0.00% | New |
| 369 | Financial Management Professionals#369 · 14 sh | 14 | $916.00 | — | 0.0% |
| 370 | Ankerstar Wealth#370 · 13 sh | 13 | $850.00 | <0.01% | 0.0% |
| 371 | North Star Investment Management#371 · 12 sh | 12 | $785.00 | 0.00% | 0.0% |
| 372 | Caitong International Asset Management , Ltd#372 · 12 sh | 12 | $785.00 | <0.01% | +140.0% |
| 373 | Creative Capital Management Investments#373 · 11 sh | 11 | $720.00 | <0.01% | New |
| 374 | Hughes Financial Services#374 · 10 sh | 10 | $654.00 | <0.01% | 0.0% |
| 375 | Torren Management#375 · 10 sh | 10 | $623.00 | <0.01% | 0.0% |
| 376 | Bay Harbor Wealth Management#376 · 9 sh | 9 | $589.00 | <0.01% | +350.0% |
| 377 | Prestige Wealth Management Group#377 · 9 sh | 9 | $589.00 | <0.01% | +200.0% |
| 378 | Breakwater Investment Management#378 · 9 sh | 9 | $589.00 | — | New |
| 379 | Rialto Wealth Management#379 · 8 sh | 8 | $524.00 | <0.01% | -11.1% |
| 380 | GILPIN WEALTH MANAGEMENT#380 · 8 sh | 8 | $524.00 | — | +166.7% |
| 381 | HFM Investment Advisors#381 · 8 sh | 8 | $524.00 | <0.01% | +300.0% |
| 382 | Bruce G. Allen Investments#382 · 8 sh | 8 | $523.00 | <0.01% | -33.3% |
| 383 | James T. Borello RIA#383 · 8 sh | 8 | $523.00 | — | 0.0% |
| 384 | NewEdge Advisors#384 · 7 sh | 7 | $458.00 | 0.00% | New |
| 385 | American Capital Advisory#385 · 7 sh | 7 | $458.00 | <0.01% | 0.0% |
| 386 | AdvisorNet Financial#386 · 5 sh | 5 | $327.00 | — | New |
| 387 | Quest 10 Wealth Builders#387 · 5 sh | 5 | $327.00 | <0.01% | 0.0% |
| 388 | Davis Capital Management#388 · 4 sh | 4 | $262.00 | — | New |
| 389 | Abound Wealth Management#389 · 3 sh | 3 | $197.00 | — | 0.0% |
| 390 | Quarry#390 · 3 sh | 3 | $196.00 | 0.00% | -95.1% |
| 391 | GHP Investment Advisors#391 · 2 sh | 2 | $131.00 | — | 0.0% |
| 392 | Medallion Wealth Advisors#392 · 2 sh | 2 | $131.00 | 0.00% | New |
| 393 | DecisionPoint Financial#393 · 1 sh | 1 | $67.00 | 0.00% | New |
| 394 | RAFFA WEALTH MANAGEMENT#394 · 1 sh | 1 | $65.00 | 0.00% | New |
| 395 | CULLEN/FROST BANKERS#395 · 0 sh | 0 | $21.00 | 0.00% | -100.0% |
| 396 | Evolution Advisers#396 · 5 sh | 5 | $0.00 | 0.00% | New |
| 397 | Navigoe#397 · 3 sh | 3 | $0.00 | 0.00% | New |
| 398 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#398 · 85,488 sh | 85,488 | — | — | -2.7% |
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.