DOSSIER · 13F Holders · Q2 2026Financial Services · Investment Advice
MC

MOELIS & CO

423 institutions still hold MOELIS & CO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 60786M105·Investment Advice·423 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3.5B
visible holders
Holders
423
filers reporting
Concentration
17.05%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

423 institutions reported MC in Q2 2026. BlackRock, Inc. leads at 17.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$593M9.1M0.01%Q2 2026
02
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$354M5.4M1.10%Q2 2026
03
Vanguard Portfolio Management
CIK 0002100121· Index
$294M4.5M0.01%Q2 2026
04
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$219M3.4M0.00%Q2 2026
05
WASATCH ADVISORS LP
CIK 0000814133
$212M3.2M1.39%Q2 2026
06
STATE STREET CORP
CIK 0000093751
$199M3.0M0.01%Q2 2026
07
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$193M3.0M0.03%Q2 2026
08
LONDON CO OF VIRGINIA
CIK 0001259887
$183M2.8M1.04%Q2 2026
09
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$154M2.4M0.01%Q2 2026
10
AMERIPRISE FINANCIAL INC
CIK 0000820027
$153M2.3M0.03%Q2 2026
11
HighTower Advisors, LLC
CIK 0001462245
$121M1.8M0.12%Q2 2026
12
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$110M1.7M0.04%Q2 2026
13
Madison Asset Management, LLC
CIK 0001299351
$109M1.7M1.30%Q2 2026
14
TIMUCUAN ASSET MANAGEMENT INC/FL
CIK 0001034541
$98M1.5M3.62%Q2 2026
15
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$88M1.3M0.02%Q2 2026
16
Channing Capital Management, LLC
CIK 0001302404
$88M1.3M2.02%Q2 2026
17
GOLDMAN SACHS GROUP INC
CIK 0000886982
$83M1.3M0.01%Q2 2026
18
Delaware Management Holdings, Inc.
CIK 0000921739
$80M1.2M0.12%Q2 2026
19
NATIXIS ADVISORS, LLC
CIK 0001018331
$77M1.4M0.11%Q1 2026
20
Fisher Asset Management, LLC
CIK 0000850529
$68M1.0M0.02%Q2 2026
Page 1 of 22
403 more holders available. Log in →
Insiders at MOELIS & CO
Shropshire KennethWatanabe Osamu R.Worrell LailaMirrer LouiseBarker ThoroldCallesano ChristopherPilcher Ciafone KatherineRiehl Nick