13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Investment AdviceHigh-convictionMulti-bagger
MC

MOELIS & CO

417 institutions still hold MOELIS & CO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 60786M105·Investment Advice·417 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.4%
vs prior quarter
13F value held
$3.0B
62.0% inst. owned
of float
Holders
417
+98 QoQ
filers reporting
Activity
+30 / −59
+891 added · −714 reduced
this quarter
Concentration
16.54%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

417 institutions reported MC in Q1 2026. BlackRock, Inc. leads at 16.5% of the visible book. +98 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$502M8.8M0.01%Q1 202602
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$329M5.8M0.97%Q1 202603
Vanguard Portfolio Management
CIK 0002100121
$264M4.6M0.01%Q1 202604
WASATCH ADVISORS LP
CIK 0000814133
$213M3.7M1.42%Q1 202605
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$189M3.3M0.00%Q1 202606
STATE STREET CORP
CIK 0000093751
$167M2.9M0.01%Q1 202607
LONDON CO OF VIRGINIA
CIK 0001259887
$166M2.9M1.02%Q1 202608
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$154M2.7M0.02%Q1 202609
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$124M2.2M0.01%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$122M2.1M0.03%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$102M1.8M0.11%Q1 202612
Madison Asset Management, LLC
CIK 0001299351
$101M1.8M1.25%Q1 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$100M1.8M0.01%Q1 202614
TIMUCUAN ASSET MANAGEMENT INC/FL
CIK 0001034541
$86M1.5M3.18%Q1 202615
Channing Capital Management, LLC
CIK 0001302404
$75M1.3M1.91%Q1 202616
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$73M1.3M0.02%Q1 202617
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$70M1.3M0.03%Q1 202618
Delaware Management Holdings, Inc.
CIK 0000921739
$68M1.2M0.12%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$65M1.2M0.00%Q1 202620
JENNISON ASSOCIATES LLC
CIK 0000053417
$64M936K0.04%Q4 2025
Page 1 of 21
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