DaveManuel.com · Institutional Ownership · Who Owns It
MOELIS & CO (MC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
401
Reporting holders
$5.3B
Reported value
0.4%
Calls
0.1%
Puts
-4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $592.6M | 9,057,944 | 0.01% | 8q | +2.9%+$16.7M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $354.1M | 5,412,938 | 1.10% | 31q | -6.3%-$23.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $293.6M | 4,487,258 | 0.01% | 2q | -3.1%-$9.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $219.2M | 3,351,361 | 0.00% | 2q | +1.1%+$2.4M |
| WASATCH ADVISORS LP | $212.4M | 3,246,593 | 1.39% | 29q | -13.3%-$32.5M |
| STATE STREET CORP | $199.2M | 3,044,858 | 0.01% | 31q | +4.2%+$8.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $193.3M | 2,955,235 | 0.03% | 31q | +9.3%+$16.5M |
| LONDON CO OF VIRGINIA | $182.6M | 2,791,199 | 1.04% | 29q | -3.9%-$7.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $154.4M | 2,359,476 | 0.01% | 31q | +8.8%+$12.4M |
| AMERIPRISE FINANCIAL INC | $153.4M | 2,344,828 | 0.03% | 31q | +9.2%+$12.9M |
| HighTower Advisors, LLC | $120.6M | 1,843,458 | 0.12% | 15q | +3.3%+$3.8M |
| NATIXIS ADVISORS, LLC | $112.6M | 1,721,484 | 0.13% | 26q | +27.3%+$24.1M |
| JONES FINANCIAL COMPANIES LLLP | $110.2M | 1,709,578 | 0.04% | 9q | +32.5%+$27.0M |
| Madison Asset Management, LLC | $109.1M | 1,667,157 | 1.30% | 25q | -6.0%-$7.0M |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $98.3M | 1,503,334 | 3.62% | 29q | -0.8%-$743.6K |
| DIMENSIONAL FUND ADVISORS LP | $88.0M | 1,345,514 | 0.02% | 31q | +5.3%+$4.4M |
| Channing Capital Management, LLC | $87.5M | 1,338,234 | 2.02% | 3q | +2.3%+$2.0M |
| GOLDMAN SACHS GROUP INC | $82.9M | 1,267,442 | 0.01% | 31q | -27.8%-$31.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $79.5M | 1,215,510 | 0.12% | 2q | +1.8%+$1.4M |
| Fisher Asset Management, LLC | $67.9M | 1,037,894 | 0.02% | 16q | +0.9%+$605.6K |
| Bank of New York Mellon Corp | $65.4M | 1,000,415 | 0.01% | 31q | +0.7%+$426.4K |
| Heard Capital LLC | $64.1M | 979,810 | 2.74% | 27q | HELD |
| MORGAN STANLEY | $63.3M | 968,210 | 0.00% | 35q | +2.0%+$1.3M |
| WELLS FARGO & COMPANY/MN | $60.9M | 930,431 | 0.01% | 31q | HELD |
| NORTHERN TRUST CORP | $56.6M | 864,683 | 0.01% | 31q | +6.7%+$3.5M |
| JPMORGAN CHASE & CO | $50.0M | 791,833 | 0.00% | 31q | -32.8%-$24.4M |
| CITADEL ADVISORS LLC | $49.6M incl. $2.6M options CALL+PUT | 718,444 | 0.01% | 31q | +1042.1%+$45.3M |
| BANK OF AMERICA CORP /DE/ | $49.2M | 752,349 | 0.00% | 31q | +8.4%+$3.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $42.9M | 656,429 | 0.03% | 31q | +15.9%+$5.9M |
| JENNISON ASSOCIATES LLC | $42.1M | 643,712 | 0.03% | 31q | -18.8%-$9.7M |
| VANGUARD FIDUCIARY TRUST CO | $35.0M | 534,677 | 0.01% | 2q | +3.9%+$1.3M |
| ROYAL BANK OF CANADA | $34.9M | 533,542 | 0.01% | 31q | -17.9%-$7.6M |
| EMERALD ADVISERS, LLC | $34.8M | 531,883 | 0.82% | 31q | -3.0%-$1.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $34.3M | 524,027 | 0.04% | 31q | +41.5%+$10.1M |
| Junto Capital Management LP | $31.5M | 481,954 | 0.55% | new | NEW |
| Tributary Capital Management, LLC | $30.1M | 459,690 | 2.47% | 27q | -3.5%-$1.1M |
| UBS Group AG | $29.2M | 445,789 | 0.00% | 31q | -5.3%-$1.6M |
| NORGES BANK | $28.3M | 433,073 | 0.00% | 32q | -30.6%-$12.5M |
| RAYMOND JAMES FINANCIAL INC | $28.2M | 430,844 | 0.01% | 7q | -7.0%-$2.1M |
| ROYCE & ASSOCIATES LP | $27.8M | 424,508 | 0.22% | 31q | +28.6%+$6.2M |
| Freestone Grove Partners LP | $27.1M | 415,005 | 0.17% | new | NEW |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $27.0M | 412,153 | 0.14% | 2q | +8.3%+$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | $26.0M | 397,569 | 0.01% | 31q | +2.6%+$648.3K |
| Woodline Partners LP | $25.1M | 383,317 | 0.08% | 2q | +168.9%+$15.8M |
| CAPITAL MANAGEMENT CORP /VA | $24.0M | 367,076 | 3.60% | 26q | +3.3%+$774.4K |
| PRINCIPAL FINANCIAL GROUP INC | $23.8M | 363,650 | 0.01% | 25q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $22.4M | 342,644 | 0.03% | 8q | +56.1%+$8.1M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $22.4M | 342,465 | 0.79% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $22.1M | 337,349 | 0.01% | 7q | -3.2%-$721.7K |
| LORD, ABBETT & CO. LLC | $21.0M | 321,051 | 0.06% | 31q | +15.0%+$2.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | $18.9M | 288,900 | 0.01% | 7q | +1.2%+$229.0K |
| SEI INVESTMENTS CO | $18.6M | 284,910 | 0.02% | 31q | -12.7%-$2.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.1M | 283,885 | 0.03% | 10q | HELD |
| DEUTSCHE BANK AG\ | $17.8M | 272,492 | 0.01% | 34q | -9.9%-$1.9M |
| Public Sector Pension Investment Board | $16.7M | 255,553 | 0.04% | 13q | -10.6%-$2.0M |
| BESSEMER GROUP INC | $16.2M | 247,502 | 0.02% | 14q | +36190.6%+$16.1M |
| Invesco Ltd. | $15.0M | 229,255 | 0.00% | 31q | +11.5%+$1.6M |
| First Eagle Investment Management, LLC | $14.4M | 220,000 | 0.01% | 14q | +192.9%+$9.5M |
| Prana Capital Management, LP | $14.3M | 219,265 | 0.44% | 2q | +21.0%+$2.5M |
| Penn Capital Management Company, LLC | $13.8M | 210,064 | 0.87% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.7M incl. $12.5M options CALL+PUT | 18,626 | 0.00% | 31q | -63.3%-$23.7M |
| CRAMER ROSENTHAL MCGLYNN LLC | $13.2M | 201,323 | 0.67% | 14q | +56.6%+$4.8M |
| VICTORY CAPITAL MANAGEMENT INC | $13.0M | 198,144 | 0.01% | 16q | +74.7%+$5.5M |
| Legal & General Group Plc | $12.7M | 194,336 | 0.00% | 31q | +4.4%+$537.4K |
| FIRST TRUST ADVISORS LP | $12.5M | 191,599 | 0.01% | 5q | +127.6%+$7.0M |
| RHUMBLINE ADVISERS | $11.8M | 180,413 | 0.01% | 31q | -12.5%-$1.7M |
| Nuveen, LLC | $11.7M | 179,466 | 0.00% | 6q | -10.5%-$1.4M |
| WINSLOW ASSET MANAGEMENT INC | $10.8M | 164,918 | 1.88% | 31q | HELD |
| STIFEL FINANCIAL CORP | $10.3M | 157,760 | 0.01% | 31q | -6.5%-$720.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.9M | 150,866 | 0.00% | 14q | -2.4%-$242.4K |
| Swiss National Bank | $9.6M | 147,300 | 0.01% | 31q | +0.6%+$58.9K |
| Balyasny Asset Management L.P. | $9.3M | 141,768 | 0.01% | new | NEW |
| Longaeva Partners L.P. | $9.0M | 138,324 | 0.20% | new | NEW |
| Schonfeld Strategic Advisors LLC | $8.9M | 135,698 | 0.03% | 5q | +233.4%+$6.2M |
| AMERICAN CENTURY COMPANIES INC | $8.1M | 123,765 | 0.00% | 5q | +69.0%+$3.3M |
| Pier Capital, LLC | $6.8M | 104,681 | 0.91% | 8q | -24.6%-$2.2M |
| Empowered Funds, LLC | $6.6M | 100,128 | 0.03% | 11q | +3.8%+$242.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $6.5M | 99,722 | 0.00% | 31q | -58.0%-$9.0M |
| ALPS ADVISORS INC | $6.2M | 94,704 | 0.03% | 4q | +17.4%+$916.8K |
| Quantinno Capital Management LP | $6.2M | 94,367 | 0.01% | 7q | +7.8%+$447.0K |
| ALLIANCEBERNSTEIN L.P. | $5.7M | 99,343 | 0.00% | 31q | +3.2%+$175.0K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5.6M | 85,488 | 0.01% | 31q | -2.7%-$156.9K |
| FEDERATED HERMES, INC. | $5.6M | 85,252 | 0.01% | 6q | +4.9%+$260.6K |
| Palisades Investment Partners, LLC | $5.5M | 84,500 | 1.57% | 9q | +8.9%+$449.6K |
| REGIONS FINANCIAL CORP | $5.4M | 82,564 | 0.03% | 31q | -9.8%-$587.7K |
| Callan Family Office, LLC | $5.3M | 81,327 | 0.10% | 8q | HELD |
| CANADA LIFE ASSURANCE Co | $5.3M | 81,146 | 0.01% | 27q | -1.9%-$101.2K |
| PRUDENTIAL FINANCIAL INC | $5.0M | 77,150 | 0.01% | 15q | +1.9%+$91.9K |
| AXIOM INVESTORS LLC /DE | $5.0M | 76,770 | 0.04% | 8q | -48.9%-$4.8M |
| Interval Partners, LP | $5.0M CALL | options only | 0.13% | new | OPTIONS |
| B. Metzler seel. Sohn & Co. AG | $4.7M | 71,989 | 0.04% | 19q | HELD |
| Janney Montgomery Scott LLC | $4.6M | 69,982 | 0.01% | 25q | +41.0%+$1.3M |
| LPL Financial LLC | $4.5M | 69,052 | 0.00% | 30q | +5.0%+$213.7K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4.5M | 68,711 | 0.01% | 6q | +9.6%+$393.6K |
| &PARTNERS | $4.4M | 67,660 | 0.02% | 9q | +17.8%+$669.2K |
| IMC-Chicago, LLC | $4.4M incl. $3.2M options CALL+PUT | 17,693 | 0.00% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.3M | 66,443 | 0.00% | 2q | HELD |
| EFG International AG | $4.2M | 63,816 | 0.08% | 3q | +9.0%+$346.1K |
| Ensign Peak Advisors, Inc | $4.1M | 62,302 | 0.01% | 15q | +164.7%+$2.5M |
| Mirae Asset Global Investments Co., Ltd. | $4.1M | 62,151 | 0.01% | 6q | +20.0%+$677.9K |
Showing the largest 100 of 401 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-04 | WATANABE OSAMU R. | General Counsel, Secretary | Sold | 4,850 | $336.1K |
| 2026-08-27 | Shropshire Kenneth | Director | Sold | 1,881 | $129.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 104 | $265.9M | 4,630,326 | 13 | 22 | 33 | 0.0% |
| Q2 2026 | 401 | $5.3B | 80,425,179 | 51 | 153 | 125 | 0.5% |
| Q1 2026 | 405 | $4.6B | 80,106,512 | 59 | 155 | 125 | 0.2% |
| Q4 2025 | 401 | $5.3B | 77,326,957 | 44 | 145 | 141 | 0.2% |
| Q3 2025 | 399 | $5.5B | 77,575,677 | 60 | 152 | 106 | 0.3% |
| Q2 2025 | 380 | $4.8B | 76,689,481 | 57 | 159 | 111 | 0.1% |
| Q1 2025 | 382 | $4.4B | 74,855,888 | 71 | 156 | 96 | 0.1% |
| Q4 2024 | 355 | $5.3B | 71,176,719 | 50 | 105 | 109 | 0.2% |
| Q3 2024 | 333 | $5.0B | 72,922,133 | 60 | 101 | 100 | 0.3% |
| Q2 2024 | 294 | $4.3B | 75,167,521 | 26 | 100 | 90 | 0.2% |
| Q1 2024 | 310 | $4.3B | 76,355,927 | 52 | 82 | 105 | 0.1% |
| Q4 2023 | 284 | $4.2B | 75,321,308 | 43 | 78 | 101 | 0.1% |
| Q3 2023 | 271 | $3.4B | 74,383,320 | 31 | 86 | 103 | 0.1% |
| Q2 2023 | 261 | $3.5B | 76,638,075 | 48 | 97 | 74 | 0.2% |
| Q1 2023 | 245 | $2.6B | 67,291,884 | 26 | 93 | 77 | 0.1% |
| Q4 2022 | 240 | $2.5B | 64,520,633 | 36 | 90 | 79 | 0.1% |
| Q3 2022 | 235 | $2.5B | 72,535,134 | 24 | 112 | 63 | 0.3% |
| Q2 2022 | 245 | $2.8B | 71,030,539 | 32 | 92 | 80 | 0.2% |
| Q1 2022 | 269 | $68.4B | 1,455,985,726 | 24 | 113 | 92 | 0.0% |
| Q4 2021 | 308 | $42.4B | 678,725,029 | 44 | 114 | 88 | 0.0% |
| Q3 2021 | 283 | $5.5B | 89,064,910 | 42 | 98 | 79 | 0.2% |
| Q2 2021 | 265 | $5.3B | 93,506,136 | 39 | 98 | 65 | 0.2% |
| Q1 2021 | 251 | $4.9B | 89,687,017 | 52 | 73 | 83 | 0.1% |
| Q4 2020 | 226 | $3.9B | 83,563,022 | 46 | 65 | 58 | 0.2% |
| Q3 2020 | 186 | $17.6B | 501,686,626 | 29 | 57 | 61 | 0.0% |
| Q2 2020 | 186 | $13.7B | 440,138,168 | 36 | 84 | 42 | 0.0% |
| Q1 2020 | 170 | $8.5B | 301,609,549 | 26 | 68 | 47 | 0.1% |
| Q4 2019 | 180 | $6.7B | 210,318,544 | 19 | 66 | 57 | 0.1% |
| Q3 2019 | 189 | $2.3B | 71,230,417 | 30 | 72 | 57 | 0.3% |
| Q2 2019 | 192 | $2.5B | 70,509,377 | 39 | 75 | 51 | 0.2% |
| Q1 2019 | 215 | $2.9B | 70,584,805 | 35 | 76 | 63 | 0.1% |
| Q4 2018 | 220 | $2.6B | 76,454,663 | 6 | 3 | 6 | 0.2% |