Who owns Moelis (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-Q2 13F filings (latest filed 2026-09-22). 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
116 tracked funds added or opened MC while 72 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 2026-Q1 and 2026-Q2, across 371 tracked filers holding MC, 207 increased or opened the position and 205 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 17
- Junto Capital Management LP$32M
- Freestone Grove Partners LP$27M
- Penn Capital Management Company, LLC$14M
- BALYASNY ASSET MANAGEMENT L.P.$9M
- Longaeva Partners L.P.$9M
- Aquatic Capital Management LLC$3M
Full exits 38
- HighTower Advisors, LLC$102M
- NATIXIS ADVISORS, LLC$77M
- Capital World Investors$41M
- LORD, ABBETT & CO. LLC$16M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$16M
- WINSLOW ASSET MANAGEMENT INC$9M
Largest adds
- BlackRock, Inc.$225M
- CITADEL ADVISORS LLC$43M
- JONES FINANCIAL COMPANIES LLLP$40M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$39M
- STATE STREET CORP$33M
- AMERIPRISE FINANCIAL INC$31M
Largest trims
- VOYA INVESTMENT MANAGEMENT LLC$18M
- GOLDMAN SACHS GROUP INC$17M
- JPMORGAN CHASE & CO$15M
- MILLENNIUM MANAGEMENT LLC$12M
- PRICE T ROWE ASSOCIATES INC /MD/$7M
- BAMCO INC /NY/$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,057,944 | $593M | 12.4% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 5,412,938 | $354M | 7.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 4,487,258 | $294M | 6.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,351,361 | $219M | 4.6% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 3,246,593 | $212M | 4.4% | 2026-Q2 |
| STATE STREET CORP added | 3,044,858 | $199M | 4.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,955,235 | $193M | 4.0% | 2026-Q2 |
| LONDON CO OF VIRGINIA trimmed | 2,791,199 | $183M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,359,476 | $154M | 3.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,344,828 | $153M | 3.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,709,578 | $110M | 2.3% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 1,667,157 | $109M | 2.3% | 2026-Q2 |
| TIMUCUAN ASSET MANAGEMENT INC/FL trimmed | 1,503,334 | $98M | 2.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,345,514 | $88M | 1.8% | 2026-Q2 |
| Channing Capital Management, LLC added | 1,338,234 | $88M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,267,442 | $83M | 1.7% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,215,510 | $80M | 1.7% | 2026-Q2 |
| Fisher Asset Management, LLC added | 1,037,894 | $68M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,000,415 | $65M | 1.4% | 2026-Q2 |
| Heard Capital LLC | 979,810 | $64M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 968,210 | $63M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 930,431 | $61M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 864,683 | $57M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 791,833 | $50M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 752,349 | $49M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 718,444 | $47M | 1.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 656,429 | $43M | 0.9% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 643,712 | $42M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 534,677 | $35M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 533,542 | $35M | 0.7% | 2026-Q2 |
| EMERALD ADVISERS, LLC trimmed | 531,883 | $35M | 0.7% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 524,027 | $34M | 0.7% | 2026-Q2 |
| Junto Capital Management LP new | 481,954 | $32M | 0.7% | 2026-Q2 |
| Tributary Capital Management, LLC trimmed | 459,690 | $30M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 445,789 | $29M | 0.6% | 2026-Q2 |
| NORGES BANK trimmed | 433,073 | $28M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 430,844 | $28M | 0.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 424,508 | $28M | 0.6% | 2026-Q2 |
| Freestone Grove Partners LP added | 415,005 | $27M | 0.6% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 412,153 | $27M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 397,569 | $26M | 0.5% | 2026-Q2 |
| Woodline Partners LP added | 383,317 | $25M | 0.5% | 2026-Q2 |
| CAPITAL MANAGEMENT CORP /VA added | 367,076 | $24M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 363,650 | $24M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 342,644 | $22M | 0.5% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 342,465 | $22M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 337,349 | $22M | 0.5% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 288,900 | $19M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 284,910 | $19M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 283,885 | $18M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 272,492 | $18M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 255,553 | $17M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 229,255 | $15M | 0.3% | 2026-Q2 |
| Prana Capital Management, LP added | 219,265 | $14M | 0.3% | 2026-Q2 |
| Penn Capital Management Company, LLC new | 210,064 | $14M | 0.3% | 2026-Q2 |
| CRAMER ROSENTHAL MCGLYNN LLC added | 201,323 | $13M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 198,144 | $13M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 194,336 | $13M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 191,599 | $13M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 180,413 | $12M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 179,466 | $12M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 157,760 | $10M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 150,866 | $10M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 147,300 | $10M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 141,768 | $9M | 0.2% | 2026-Q2 |
| Longaeva Partners L.P. added | 138,324 | $9M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 135,698 | $9M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 123,765 | $8M | 0.2% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 110,000 | $7M | 0.2% | 2026-Q2 |
| Pier Capital, LLC trimmed | 104,681 | $7M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 100,128 | $7M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 99,722 | $7M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 99,343 | $6M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 94,704 | $6M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 94,367 | $6M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 85,488 | $6M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 85,252 | $6M | 0.1% | 2026-Q2 |
| Palisades Investment Partners, LLC added | 84,500 | $6M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 82,564 | $5M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 81,327 | $5M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 77,150 | $5M | 0.1% | 2026-Q2 |
| AXIOM INVESTORS LLC /DE trimmed | 76,770 | $5M | 0.1% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG trimmed | 71,989 | $5M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 69,052 | $5M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 68,711 | $4M | 0.1% | 2026-Q2 |
| &PARTNERS added | 67,660 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 66,443 | $4M | 0.1% | 2026-Q2 |
| EFG International AG added | 63,816 | $4M | 0.1% | 2026-Q2 |
| Ensign Peak Advisors, Inc added | 62,302 | $4M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 62,151 | $4M | 0.1% | 2026-Q2 |
| Hilton Capital Management, LLC added | 58,226 | $4M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 58,131 | $4M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 57,029 | $4M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 53,041 | $3M | 0.1% | 2026-Q2 |
| PARK CIRCLE Co | 49,876 | $3M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 49,863 | $3M | 0.1% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC added | 48,749 | $3M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC added | 45,950 | $3M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 45,055 | $3M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 44,982 | $3M | 0.1% | 2026-Q2 |
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.