Who owns Moelis & Company (MC)
Which tracked institutional funds hold MC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
65 tracked funds added or opened MC while 132 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MC’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 401 tracked filers holding MC, 225 increased or opened the position and 196 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 27
- VANGUARD PORTFOLIO MANAGEMENT LLC$264M
- VANGUARD CAPITAL MANAGEMENT LLC$189M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$68M
- VANGUARD FIDUCIARY TRUST CO$29M
- FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$22M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$16M
Full exits 23
- VANGUARD GROUP INC$577M
- Balyasny Asset Management L.P.$61M
- Freestone Grove Partners LP$24M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$16M
- Cander Asset Management LP$14M
- Assenagon Asset Management S.A.$13M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$70M
- Channing Capital Management, LLC$59M
- Fisher Asset Management, LLC$27M
- Madison Asset Management, LLC$17M
- NEW YORK STATE COMMON RETIREMENT FUND$14M
- MILLENNIUM MANAGEMENT LLC$8M
Largest trims
- BlackRock, Inc.$238M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$85M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$66M
- AMERIPRISE FINANCIAL INC$62M
- LONDON CO OF VIRGINIA$45M
- PRICE T ROWE ASSOCIATES INC /MD/$43M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 6,445,433 | $367M | 7.4% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 5,777,773 | $329M | 6.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,628,683 | $264M | 5.3% | 2026-Q1 |
| WASATCH ADVISORS LP added | 3,742,624 | $213M | 4.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,315,040 | $189M | 3.8% | 2026-Q1 |
| STATE STREET CORP added | 2,921,129 | $167M | 3.4% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 2,903,947 | $166M | 3.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,703,182 | $154M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,169,253 | $124M | 2.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,147,192 | $122M | 2.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,785,339 | $102M | 2.0% | 2026-Q1 |
| Madison Asset Management, LLC added | 1,773,735 | $101M | 2.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,755,018 | $100M | 2.0% | 2026-Q1 |
| TIMUCUAN ASSET MANAGEMENT INC/FL added | 1,514,701 | $86M | 1.7% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 1,352,595 | $77M | 1.6% | 2026-Q1 |
| Channing Capital Management, LLC added | 1,308,095 | $75M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,277,774 | $73M | 1.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,290,540 | $70M | 1.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 1,193,768 | $68M | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,177,612 | $65M | 1.3% | 2026-Q1 |
| Fisher Asset Management, LLC added | 1,028,637 | $59M | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 993,897 | $57M | 1.1% | 2026-Q1 |
| Heard Capital LLC trimmed | 979,810 | $56M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 948,994 | $54M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 927,731 | $53M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 810,466 | $46M | 0.9% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 792,617 | $45M | 0.9% | 2026-Q1 |
| Capital World Investors | 719,000 | $41M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 693,812 | $40M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 649,724 | $37M | 0.7% | 2026-Q1 |
| NORGES BANK trimmed | 565,235 | $33M | 0.7% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 566,155 | $32M | 0.6% | 2026-Q1 |
| EMERALD ADVISERS, LLC trimmed | 548,077 | $31M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 514,422 | $29M | 0.6% | 2026-Q1 |
| Tributary Capital Management, LLC added | 476,195 | $27M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 470,986 | $27M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 463,510 | $26M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 387,659 | $22M | 0.4% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ new | 380,720 | $22M | 0.4% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 370,220 | $21M | 0.4% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 367,936 | $21M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 361,858 | $21M | 0.4% | 2026-Q1 |
| CAPITAL MANAGEMENT CORP /VA added | 355,238 | $20M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 345,224 | $20M | 0.4% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 342,465 | $20M | 0.4% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 329,989 | $19M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 326,357 | $19M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 302,266 | $17M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 285,752 | $16M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 285,400 | $16M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 283,530 | $16M | 0.3% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 279,094 | $16M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 273,954 | $16M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 248,159 | $14M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 237,321 | $14M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 219,500 | $13M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 206,172 | $12M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 200,481 | $11M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 186,121 | $11M | 0.2% | 2026-Q1 |
| Prana Capital Management, LP added | 181,247 | $10M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 168,778 | $10M | 0.2% | 2026-Q1 |
| WINSLOW ASSET MANAGEMENT INC trimmed | 164,908 | $9M | 0.2% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 163,197 | $9M | 0.2% | 2026-Q1 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC new | 155,446 | $9M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 154,572 | $9M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 150,826 | $9M | 0.2% | 2026-Q1 |
| AXIOM INVESTORS LLC /DE trimmed | 150,115 | $9M | 0.2% | 2026-Q1 |
| Swiss National Bank | 146,400 | $8M | 0.2% | 2026-Q1 |
| Woodline Partners LP new | 142,542 | $8M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 140,118 | $8M | 0.2% | 2026-Q1 |
| Pier Capital, LLC trimmed | 138,822 | $8M | 0.2% | 2026-Q1 |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 128,595 | $7M | 0.1% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 128,399 | $7M | 0.1% | 2026-Q1 |
| FMR LLC added | 124,945 | $7M | 0.1% | 2026-Q1 |
| WINTON GROUP Ltd added | 121,037 | $7M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 117,398 | $7M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 96,273 | $7M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 113,451 | $6M | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 95,168 | $6M | 0.1% | 2026-Q1 |
| Cinctive Capital Management LP added | 97,015 | $6M | 0.1% | 2026-Q1 |
| Empowered Funds, LLC added | 96,426 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 8,398,210 | $577M | 11.6% | 2025-Q4 stale |
| Balyasny Asset Management L.P. added | 885,321 | $61M | 1.2% | 2025-Q4 stale |
| Freestone Grove Partners LP new | 345,769 | $24M | 0.5% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 239,900 | $16M | 0.3% | 2025-Q4 stale |
| Azora Capital LP trimmed | 223,470 | $16M | 0.3% | 2025-Q3 stale |
| Cander Asset Management LP new | 196,678 | $14M | 0.3% | 2025-Q4 stale |
| Assenagon Asset Management S.A. added | 182,147 | $13M | 0.3% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 187,976 | $11M | 0.2% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 182,826 | $11M | 0.2% | 2025-Q1 stale |
| Trexquant Investment LP added | 161,749 | $9M | 0.2% | 2025-Q1 stale |
| D. E. Shaw & Co., Inc. added | 134,411 | $9M | 0.2% | 2025-Q4 stale |
| Nicholas Investment Partners, LP added | 119,117 | $8M | 0.2% | 2025-Q3 stale |
| Hudson Bay Capital Management LP new | 126,163 | $8M | 0.2% | 2025-Q2 stale |
| Eisler Capital Management Ltd. new | 110,089 | $8M | 0.2% | 2025-Q3 stale |
| Longaeva Partners L.P. new | 110,660 | $8M | 0.2% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 126,688 | $7M | 0.1% | 2025-Q1 stale |
| Aquatic Capital Management LLC added | 99,199 | $7M | 0.1% | 2025-Q3 stale |
| Engineers Gate Manager LP added | 99,640 | $6M | 0.1% | 2025-Q1 stale |
| Jain Global LLC new | 78,008 | $6M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.