MC

MOELIS & CO - CLASS A
USCUSIP 60786M105
Institutional Owners
150
+14 QoQ
13F Value Held
$1.6B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)63 adding · 32 trimming
Insider net (180d)+$0
Price history not yet available for MC.

Top institutional holders

150 13F filers
#FundPosition valueSharesLast moveAs of
1VANGUARD PORTFOLIO MANAGEMENT LLC
$263.8M
4.63MNewQ1 2026
2WASATCH ADVISORS LP
$213.3M
3.74MAddedQ1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$189.0M
3.32MNewQ1 2026
4STATE STREET CORP
$166.5M
2.92MAddedQ1 2026
5LONDON CO OF VIRGINIA
$165.5M
2.90MReducedQ1 2026
6Madison Asset Management, LLC
$101.1M
1.77MAddedQ1 2026
7Channing Capital Management, LLC
$74.6M
1.31MAddedQ1 2026
8KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$57.4M
1.01MReducedQ1 2026
9Heard Capital LLC
$55.8M
979.8KReducedQ1 2026
10EMERALD ADVISERS, LLC
$31.2M
548.1KReducedQ1 2026
11VANGUARD FIDUCIARY TRUST CO
$29.3M
514.4KNewQ1 2026
12EMERALD MUTUAL FUND ADVISERS TRUST
$19.5M
342.5KReducedQ1 2026
13PUBLIC SECTOR PENSION INVESTMENT BOARD
$16.3M
285.8KAddedQ1 2026
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$16.0M
283.5KReducedQ1 2026
15Prana Capital Management, LP
$10.3M
181.2KNewQ1 2026
16Woodline Partners LP
$8.1M
142.5KNewQ1 2026
17Point72 Asset Management, L.P.
$7.4M
126.7KNewQ1 2025
18WINTON GROUP Ltd
$6.9M
121.0KNewQ1 2026
19TUDOR INVESTMENT CORP ET AL
$6.7M
117.4KReducedQ1 2026
20DIVERSIFY WEALTH MANAGEMENT, LLC
$6.4M
95.2KAddedQ1 2026
21REGIONS FINANCIAL CORP
$5.2M
91.5KReducedQ1 2026
22Callan Family Office, LLC
$4.6M
81.4KAddedQ1 2026
23ALPS ADVISORS INC
$4.6M
80.7KReducedQ1 2026
24First Eagle Investment Management, LLC
$4.3M
75.1KNewQ1 2026
25B. Metzler seel. Sohn & Co. AG
$4.1M
72.2KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
20
funds
Added
43
funds
Reduced
32
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

140 funds+139 since Q2 2022
070140Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $1.5B

Funds that own MC also own

CompanyCo-held byCombined value
Microsoft CorporationMSFT140 funds$168.0B
Broadcom LtdAVGO139 funds$86.5B
Amazon.com, Inc.AMZN138 funds$122.4B
Nvidia CorporationNVDA137 funds$248.4B
Meta Platforms, Inc.META137 funds$76.5B
Lilly Eli & CoLLY137 funds$47.3B
Costco Wholesale Corp.COST137 funds$27.7B
Apple Inc.AAPL136 funds$218.8B
Alphabet, Inc.GOOGL136 funds$100.4B
Visa Inc-Class A SharesV136 funds$36.3B
Mastercard Inc-Class AMA136 funds$28.2B
Jpmorgan Chase & Co - USJPM135 funds$55.3B

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

0 shown

No filings captured for this ticker in the live stream yet.

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.