Ranked by reported Q1 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. | 8.8M | $501.7M | -0.1% | 11.986% | 0.01% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5.8M | $329.3M | -4.2% | 7.868% | 0.97% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.6M | $263.8M | — | 6.303% | 0.01% |
| 4 | WASATCH ADVISORS INC | 3.7M | $213.3M | +9.0% | 5.096% | 1.42% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.3M | $189.0M | — | 4.514% | 0.00% |
| 6 | STATE STREET CORP | 2.9M | $166.5M | +2.3% | 3.978% | 0.01% |
| 7 | LONDON CO OF VIRGINIA | 2.9M | $165.5M | -5.2% | 3.954% | 1.02% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.7M | $154.1M | -15.4% | 3.681% | 0.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $123.7M | +4.0% | 2.954% | 0.01% |
| 10 | AMERIPRISE FINANCIAL INC | 2.1M | $122.4M | -19.8% | 2.924% | 0.03% |
| 11 | HighTower Advisors, LLC | 1.8M | $101.8M | +28.8% | 2.431% | 0.11% |
| 12 | Madison Asset Management, LLC | 1.8M | $101.1M | +45.6% | 2.415% | 1.25% |
| 13 | GOLDMAN SACHS GROUP INC | 1.8M | $100.0M | -6.5% | 2.390% | 0.01% |
| 14 | TIMUCUAN ASSET MANAGEMENT INC/FL | 1.5M | $86.3M | +7.8% | 2.063% | 3.18% |
| 15 | Channing Capital Management, LLC | 1.3M | $74.6M | +460.1% | 1.781% | 1.91% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $72.8M | +5.0% | 1.740% | 0.02% |
| 17 | JONES FINANCIAL COMPANIES LLLP | 1.3M | $70.1M | +55574.7% | 1.757% | 0.03% |
| 18 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2M | $68.0M | — | 1.626% | 0.12% |
| 19 | Fisher Asset Management, LLC | 1.0M | $58.6M | +125.1% | 1.401% | 0.02% |
| 20 | Bank of New York Mellon Corp | 994K | $56.7M | -1.1% | 1.353% | 0.01% |
| 21 | Heard Capital LLC | 980K | $55.8M | -0.2% | 1.334% | 2.89% |
| 22 | MORGAN STANLEY | 949K | $54.1M | +16.7% | 1.292% | 0.00% |
| 23 | WELLS FARGO & COMPANY/MN | 928K | $52.9M | -1.4% | 1.263% | 0.01% |
| 24 | NORTHERN TRUST CORP | 810K | $46.2M | +3.0% | 1.104% | 0.01% |
| 25 | JENNISON ASSOCIATES LLC | 793K | $45.2M | -15.3% | 1.079% | 0.03% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 395 | +1.3% | 87.67% | 15.49 pp | $4.36B | 15% |
| Q4 2025 | 390 | +1.8% | 103.16% | 1.87 pp | $5.13B | 1.8% |
| Q3 2025 | 383 | +5.5% | 105.03% | +12.99 pp | $5.22B | +14% |
| Q2 2025 | 363 | 1.4% | 92.04% | +9.72 pp | $4.58B | +12% |
| Q1 2025 | 368 | +7.6% | 82.32% | 17.89 pp | $4.09B | 18% |
| Q4 2024 | 342 | +5.9% | 100.21% | +7.71 pp | $4.98B | +8.3% |
| Q3 2024 | 323 | +13% | 92.50% | 12.84 pp | $4.60B | 12% |
| Q2 2024 | 287 | — | 105.34% | — | $5.24B | — |
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 Q1 2026 13F filings, institutional ownership of Moelis & Company stands at 87.7%, held across 395 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MC, with approximately 8,802,109 shares worth $0.50B as of Q1 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 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
68 institutions opened new positions in MC during Q1 2026, while 63 fully exited. 80 added to existing positions and 245 trimmed.
MC institutional ownership fell by 15.49 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 51.1% of all reported 13F value in MC, and the top 25 account for 75.1%.
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