Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in MC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.1M | $592.6M | +2.9% | 12.227% | 0.01% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5.4M | $354.1M | -6.3% | 7.307% | 1.10% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.5M | $293.6M | -3.1% | 6.057% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $219.2M | +1.1% | 4.524% | 0.00% |
| 5 | WASATCH ADVISORS LP | 3.2M | $212.4M | -13.3% | 4.383% | 1.39% |
| 6 | STATE STREET CORP | 3.0M | $199.2M | +4.2% | 4.110% | 0.00% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.0M | $193.3M | +9.3% | 3.989% | 0.03% |
| 8 | LONDON CO OF VIRGINIA | 2.8M | $182.6M | -3.9% | 3.768% | 1.04% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $154.4M | +8.8% | 3.185% | 0.01% |
| 10 | AMERIPRISE FINANCIAL INC | 2.3M | $153.4M | +9.2% | 3.165% | 0.03% |
| 11 | HighTower Advisors, LLC | 1.8M | $120.6M | +3.3% | 2.488% | 0.12% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 1.7M | $110.2M | +32.5% | 2.308% | 0.04% |
| 13 | Madison Asset Management, LLC | 1.7M | $109.1M | -6.0% | 2.251% | 1.30% |
| 14 | TIMUCUAN ASSET MANAGEMENT INC/FL | 1.5M | $98.3M | -0.8% | 2.029% | 3.62% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $88.0M | +5.3% | 1.816% | 0.02% |
| 16 | Channing Capital Management, LLC | 1.3M | $87.5M | +2.3% | 1.806% | 2.02% |
| 17 | GOLDMAN SACHS GROUP INC | 1.3M | $82.9M | -27.8% | 1.711% | 0.01% |
| 18 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2M | $79.5M | +1.8% | 1.641% | 0.12% |
| 19 | Fisher Asset Management, LLC | 1.0M | $67.9M | +0.9% | 1.401% | 0.02% |
| 20 | Bank of New York Mellon Corp | 1.0M | $65.4M | +0.7% | 1.350% | 0.01% |
| 21 | Heard Capital LLC | 980K | $64.1M | 0.0% | 1.323% | 2.74% |
| 22 | MORGAN STANLEY | 968K | $63.3M | +2.0% | 1.307% | 0.00% |
| 23 | WELLS FARGO & COMPANY/MN | 930K | $60.9M | +0.3% | 1.256% | 0.01% |
| 24 | NORTHERN TRUST CORP | 865K | $56.6M | +6.7% | 1.167% | 0.01% |
| 25 | JPMORGAN CHASE & CO | 792K | $50.0M | -32.8% | 1.069% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MC — a direct measure of their conviction.
Filings activity in MC during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new MC position in Q2 2026
Institutions that fully closed their MC position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 397 | 1.5% | 108.61% | 0.36 pp | $5.08B | +15% |
| Q1 2026 | 403 | +3.1% | 108.97% | +3.85 pp | $4.43B | 14% |
| Q4 2025 | 391 | +1.6% | 105.12% | +2.24 pp | $5.13B | 1.9% |
| Q3 2025 | 385 | +6.1% | 102.88% | +0.76 pp | $5.23B | +14% |
| Q2 2025 | 363 | 1.4% | 102.12% | 0.09 pp | $4.58B | +12% |
| Q1 2025 | 368 | +7.6% | 102.21% | +3.36 pp | $4.09B | 18% |
| Q4 2024 | 342 | +5.9% | 98.85% | +0.17 pp | $4.98B | +8.3% |
| Q3 2024 | 323 | — | 98.68% | — | $4.60B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MC stock.
Based on Q2 2026 13F filings, institutional ownership of Moelis & Company stands at 108.6%, held across 397 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MC, with approximately 9,057,944 shares worth $0.59B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MC, including Fisher Asset Management, LLC.
Our composite Smart Money Score for MC is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
48 institutions opened new positions in MC during Q2 2026, while 55 fully exited. 279 added to existing positions and 60 trimmed.
MC institutional ownership fell by 0.36 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 50.3% of all reported 13F value in MC, and the top 25 account for 74.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Moelis & Company (MC) Institutional Ownership