Companies / Moelis & Co / Institutional holders

Moelis & Co

Institutional holders · 13F as of Jun 30, 2026

Holder	Value ↓	Shares	% of shares
BlackRock, Inc.	$592.57M	9,057,944	11.57%
VANGUARD GROUP INC	$584.91M	8,509,013	10.87%
Kayne Anderson Rudnick Investment Management, LLC	$329.33M	5,777,773	7.38%
Wasatch Advisors LP	$235.96M	3,432,623	4.39%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$219.59M	3,194,479	4.08%
STATE STREET CORPORATION	$199.19M	3,044,858	3.89%
AMERIPRISE FINANCIAL INC	$184.10M	2,678,168	3.42%
LONDON CO OF VIRGINIA	$165.53M	2,903,947	3.71%
THE GOLDMAN SACHS GROUP, INC.	$129.00M	1,876,578	2.40%
GEODE CAPITAL MANAGEMENT, LLC	$123.67M	2,169,253	2.77%
Madison Asset Management, LLC	$101.10M	1,773,735	2.27%
HighTower Advisors, LLC	$95.25M	1,385,692	1.77%
TIMUCUAN ASSET MANAGEMENT INC/FL	$86.34M	1,514,701	1.94%
Dimensional Fund Advisors LP	$83.64M	1,216,644	1.55%
Channing Capital Management, LLC	$74.56M	1,308,095	1.67%
JPMORGAN CHASE & CO	$70.52M	1,025,893	1.31%
Heard Capital LLC	$67.47M	981,510	1.25%
WELLS FARGO & COMPANY/MN	$64.68M	940,910	1.20%
Jennison Associates LLC	$64.31M	935,531	1.20%
Balyasny Asset Management L.P.	$60.86M	885,321	1.13%
Bank of New York Mellon Corp/The	$56.65M	993,897	1.27%
Morgan Stanley	$55.90M	813,212	1.04%
NORTHERN TRUST CORP	$54.08M	786,698	1.01%
Capital World Investors	$49.42M	719,000	0.92%
BANK OF AMERICA CORP /DE	$47.27M	687,700	0.88%
UBS Group AG	$42.92M	624,407	0.80%
Norges Bank	$42.92M	624,365	0.80%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$39.26M	571,167	0.73%
Royal Bank of Canada	$37.03M	649,724	0.83%
Fisher Asset Management, LLC	$31.41M	456,892	0.58%
EMERALD ADVISERS, LLC	$31.24M	548,077	0.70%
RAYMOND JAMES FINANCIAL INC	$29.96M	435,801	0.56%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$29.22M	381,458	0.49%
Tributary Capital Management, LLC	$25.42M	369,765	0.47%
Freestone Grove Partners LP	$23.77M	345,769	0.44%
Artisan Partners Asset Management Inc.	$23.65M	343,997	0.44%
ENVESTNET ASSET MANAGEMENT INC	$23.43M	340,863	0.44%
SEI INVESTMENTS CO	$22.91M	333,322	0.43%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH	$21.70M	380,720	0.49%
VOYA INVESTMENT MANAGEMENT LLC	$20.97M	367,936	0.47%
Principal Financial Group Inc	$20.63M	361,858	0.46%
The Capital Management Corporation	$20.25M	355,238	0.45%
AQR Capital Management, LLC	$19.86M	348,381	0.45%
EMERALD MUTUAL FUND ADVISERS TRUST	$19.52M	342,465	0.44%
DEUTSCHE BANK AG	$17.83M	272,492	0.35%
ADAGE CAPITAL PARTNERS GP, L.L.C.	$16.49M	239,900	0.31%
PUBLIC SECTOR PENSION INVESTMENT BOARD	$16.29M	285,752	0.37%
CPPIB Crestone Peak Resources Canada Inc.	$16.27M	285,400	0.36%
Arrowstreet Capital, Limited Partnership	$15.62M	273,954	0.35%
CRAMER ROSENTHAL MCGLYNN LLC	$15.22M	221,463	0.28%