MC

Moelis & Co - Class A$69.25 1.13%
FinancialsUSCUSIP 60786M105· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
289
+7 QoQ
13F Value (tracked)
$4.2B
Insider Net · 180d
-$172K
0↑ 1↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)26 adding · 25 trimming
Insider net (180d)-$172K

Price & smart-money activity

$69.25 1.13%5Y +30.9%
$30.06$43.60$57.14$70.69$84.23202120222023202420252026483949449474910340504536638401940363541331383404225434734245652416053985477168281567572758474
Hover for who · click for detailEnd-of-day closing prices52w $51.38 – $77.75
Build

Ask your agent what changed in MC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

289 tracked 13F filers
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$501.7M
8.8M
−0.1%
Reduced · −8K sh
Q1 2026
2KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$329.3M
5.8M
−4.2%
Reduced · −256K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$263.8M
4.6M
New
+4.6M sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$189.0M
3.3M
New
+3.3M sh
Q1 2026
5WASATCH ADVISORS LP
$212.4M
3.2M
−13%
Reduced · −496K sh
Q2 2026
6STATE STREET CORP
$166.5M
2.9M
+2.3%
Added · +65K sh
Q1 2026
7LONDON CO OF VIRGINIA
$165.5M
2.9M
−5.2%
Reduced · −158K sh
Q1 2026
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$154.1M
2.7M
−15%
Reduced · −491K sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$123.7M
2.2M
+4.0%
Added · +84K sh
Q1 2026
10AMERIPRISE FINANCIAL INC
$122.4M
2.1M
−20%
Reduced · −531K sh
Q1 2026
11HighTower Advisors, LLC
$101.8M
1.8M
+29%
Added · +400K sh
Q1 2026
12Madison Asset Management, LLC
$101.1M
1.8M
+46%
Added · +556K sh
Q1 2026
13GOLDMAN SACHS GROUP INC
$100.0M
1.8M
−6.5%
Reduced · −122K sh
Q1 2026
14TIMUCUAN ASSET MANAGEMENT INC/FL
$86.3M
1.5M
+7.7%
Added · +109K sh
Q1 2026
15Channing Capital Management, LLC
$74.6M
1.3M
+460%
Added · +1.1M sh
Q1 2026
16JONES FINANCIAL COMPANIES LLLP
$70.1M
1.3M
557×
Added · +1.3M sh
Q1 2026
17DIMENSIONAL FUND ADVISORS LP
$72.8M
1.3M
+5.0%
Added · +61K sh
Q1 2026
18JPMORGAN CHASE & CO
$64.7M
1.2M
+15%
Added · +152K sh
Q1 2026
19Fisher Asset Management, LLC
$58.6M
1.0M
+125%
Added · +572K sh
Q1 2026
20Bank of New York Mellon Corp
$56.7M
994K
−1.1%
Reduced · −11K sh
Q1 2026
21Heard Capital LLC
$55.8M
980K
−0.2%
Reduced · −2K sh
Q1 2026
22MORGAN STANLEY
$54.1M
949K
+17%
Added · +136K sh
Q1 2026
23WELLS FARGO & COMPANY/MN
$52.9M
928K
−1.4%
Reduced · −13K sh
Q1 2026
24NORTHERN TRUST CORP
$46.2M
810K
+3.0%
Added · +24K sh
Q1 2026
25JENNISON ASSOCIATES LLC
$45.2M
793K
−15%
Reduced · −143K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
8
funds
Added
18
funds
Reduced
25
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$172K
1 insiders
Net
-$172K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 1, 2026Shropshire KennethDirectorGrant (A)200
Jul 1, 2026Shropshire KennethDirectorGrant (A)2K
Jul 1, 2026Worrell LailaDirectorGrant (A)2K
Jul 1, 2026Worrell LailaDirectorGrant (A)2K
Jul 1, 2026Mirrer LouiseDirectorGrant (A)2K
Jul 1, 2026Barker ThoroldDirectorGrant (A)2K
Jun 18, 2026Callesano ChristopherChief Financial OfficerGrant (A)4$0
Jun 18, 2026Callesano ChristopherChief Financial OfficerGrant (A)12$0
Jun 18, 2026Callesano ChristopherChief Financial OfficerGrant (A)12$0
Jun 18, 2026Callesano ChristopherChief Financial OfficerGrant (A)13$0
Jun 18, 2026Barker ThoroldDirectorGrant (A)16
Jun 18, 2026Mirrer LouiseDirectorGrant (A)12

Institutional ownership over time

289 funds+72 since Q3 2024
0145289Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $4.2B · 1 values withheld

Funds that own MC also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT139 funds$53.9B
BROADCOM INCAVGO138 funds$27.0B
AMAZON.COM INCAMZN137 funds$40.8B
NVIDIA CORPNVDA136 funds$74.4B
META PLATFORMS INC-CLASS AMETA136 funds$25.6B
ELI LILLY & COLLY136 funds$14.4B
COSTCO WHOLESALE CORPCOST136 funds$9.6B
APPLE INCAAPL135 funds$65.4B
ALPHABET INC-CL AGOOGL135 funds$35.0B
VISA INC-CLASS A SHARESV135 funds$11.3B
MASTERCARD INC - AMA135 funds$9.9B
JPMORGAN CHASE & COJPM134 funds$18.6B

Ranked by how many of MC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.