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Disclosery

MC MOELIS & CO

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CL A (common), issuer CIK 1596967

370 managers (381 13F filers) reported a position in MC shares at 2025-03-31, 74,328,796 shares in all. 71 filers opened a position and 41 filers sold out during the quarter.

Managers
370
13F filers
381
New
71
Added
159
Reduced
101
Sold out
41
Shares held by filers
74,328,796

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MERCER GLOBAL ADVISORS INC /ADV12,051$703K<0.01%+7,52113F-HRTimeline
Invst, LLC11,792$688K0.09%new13F-HRTimeline
Quantum Private Wealth, LLC11,752$686K0.26%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC11,623$678K<0.01%new13F-HR/ATimelineGroup
BANQUE PICTET & CIE SA11,524$673K0.01%new13F-HRTimeline
TRUST POINT INC.11,519$672K0.06%-6,28213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,347$662K<0.01%+2,59513F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP11,278$658K0.06%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,112$649K<0.01%+67713F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…10,900$636K0.41%new13F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\10,847$633K<0.01%+41013F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…10,384$606K<0.01%+48113F-HRTimelineGroup
Cornerstone Investment Partners, LLC10,272$599K0.03%+11813F-HRTimeline
Sanctuary Advisors, LLC10,264$599K<0.01%-1,87513F-HRTimeline
Mariner, LLCin group Mariner, LLC9,868$576K<0.01%+1,69513F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO9,798$572K0.03%+11113F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC9,671$564K0.05%-50013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …9,300$543K<0.01%new13F-HRTimelineGroup
Curated Wealth Partners LLC8,906$520K0.07%+30413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,718$509K<0.01%+75213F-HRTimeline
WESBANCO BANK INC8,709$508K0.02%013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC8,567$500K0.25%+20413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,292$484K0.01%-13213F-HRTimelineGroup
CWM, LLCin group CWM, LLC7,945$464K<0.01%+5,40913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,845$458K<0.01%+1,01713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,673$448K<0.01%-6,57113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,648$446K<0.01%013F-HRTimeline
INCEPTIONR LLC7,568$442K0.13%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,209$421K0.01%-18513F-HRTimelineGroup
O'ROURKE & COMPANY, Inc7,106$415K0.21%+29413F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT7,066$412K0.01%new13F-HRTimeline
Cetera Investment Advisers6,913$403K<0.01%+62313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,894$402K<0.01%+2213F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC6,780$396K0.03%013F-HRTimeline
D.A. DAVIDSON & CO.6,766$395K<0.01%013F-HRTimeline
AVIVA PLCin group AVIVA PLC6,724$392K<0.01%new13F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP6,608$386K0.02%-26313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,589$385K<0.01%+21313F-HRTimelineGroup
Fulton Bank, N.A.6,393$373K0.02%+35013F-HRTimeline
111 Capital6,289$367K0.07%new13F-HRTimeline
Alamea Verwaltungs GmbH6,273$366K0.32%13F-HRTimeline
Quantinno Capital Management LP6,230$364K<0.01%+3,43713F-HRTimeline
Callan Family Office, LLC6,151$359K0.03%-13,65713F-HRTimeline
Teza Capital Management LLC6,134$358K0.16%+47013F-HRTimeline
Riverview Capital Advisers, LLC5,980$349K0.11%013F-HRTimeline
Creative Planningin group Creative Planning5,812$339K<0.01%-14613F-HRTimelineGroup
Pinnacle Financial Partners Inc5,730$334K0.01%new13F-HRTimeline
Hodges Capital Management Inc.5,715$334K0.03%-118,12513F-HR/ATimeline
Legato Capital Management LLC5,547$324K0.04%new13F-HRTimeline
Private Advisor Group, LLC5,536$323K<0.01%-40313F-HRTimeline
XPONANCE LLC5,373$314K<0.01%+29413F-HRTimeline
Capital Investment Advisory Services, L…5,206$304K0.03%-1,10913F-HRTimeline
CHOREO, LLC5,075$296K<0.01%+24413F-HRTimeline
Trajan Wealth LLC5,027$293K0.02%+1,89513F-HRTimeline
Vestcor Inc5,006$292K0.01%new13F-HRTimeline
Aigen Investment Management, LP4,996$292K0.05%new13F-HRTimeline
Heritage Family Offices, LLP4,940$288K0.15%+47613F-HRTimeline
Integrated Wealth Concepts LLC4,799$280K<0.01%+43213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,734$276K<0.01%+13413F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC4,718$275K0.02%+1,25013F-HRTimeline
Cambridge Investment Research Advisors,…4,663$272K<0.01%+1,39313F-HRTimeline
Point72 Hong Kong Ltd4,612$269K0.02%new13F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…4,558$264K0.01%new13F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,492$262K0.02%013F-HRTimelineGroup
CIBC Asset Management Inc4,315$252K<0.01%-9013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC4,268$249K0.12%new13F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,000$233K0.08%+1,00013F-HRTimeline
Snowden Capital Advisors LLC3,995$233K0.01%-16713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,983$232K<0.01%new13F-HRTimelineGroup
Petros Family Wealth, LLC3,870$226K0.25%+4013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,823$223K<0.01%+72413F-HRTimelineGroup
Petrus Trust Company, LTA3,787$221K0.02%new13F-HRTimeline
Venturi Wealth Management, LLC3,626$212K0.01%+9513F-HRTimeline
KBC Group NVin group KBC Group NV3,035$177K<0.01%013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC2,943$172K<0.01%-63013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,330$136K<0.01%+2,29113F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…2,130$124K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,987$116K<0.01%-2,02813F-HRTimelineGroup
New Age Alpha Advisors, LLC1,842$107K<0.01%new13F-HRTimeline
GAMMA Investing LLC1,632$95.2K0.01%+45713F-HR/ATimeline
HM PAYSON & CO1,573$91.8K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,463$85.4K-5,695Timeline
Parallel Advisors, LLC1,356$79.1K<0.01%-1713F-HRTimeline
SIGNATUREFD, LLC1,171$68.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,120$65.4K<0.01%+9013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,099$64.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,077$62.9K0.01%-2913F-HRTimeline
IFP Advisors, Inc1,066$62.2K<0.01%-1813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…1,048$61.2K<0.01%+4213F-HRTimeline
LANARK FINANCIAL, INC.1,026$59K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.999$58.3K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD995$58.1K0.03%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.972$57K<0.01%+4313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP972$56.3K<0.01%+15013F-HR/ATimelineGroup
Smartleaf Asset Management LLC922$53.4K0.01%-9413F-HRTimeline
eCIO, Inc.852$49.7K0.02%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$46.7K0.01%+5913F-HRTimelineGroup
Versant Capital Management, Inc796$46.5K0.01%+74513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC780$45K<0.01%new13F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …698$41K<0.01%-1,19713F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB644$37.6K<0.01%+60513F-HRTimeline
UMB Bank, n.a.583$34K<0.01%+10113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COLDSTREAM CAPITAL MANAGEMENT INC556$32.4K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC488$28.5K<0.01%+313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD380$22.2K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…377$22K<0.01%+6413F-HRTimelineGroup
City State Bank350$20.4K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…315$18.4K<0.01%+12513F-HRTimelineGroup
Headlands Technologies LLC308$18K<0.01%-11113F-HRTimeline
Lindbrook Capital, LLC273$15.9K<0.01%013F-HRTimeline
TRUST CO OF VERMONT250$14.6K<0.01%-12113F-HRTimeline
Geneos Wealth Management Inc.246$14.4K<0.01%+16813F-HRTimeline
Hexagon Capital Partners LLC220$12.8K<0.01%-28913F-HRTimeline
Quarry LP206$12K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC200$12K<0.01%013F-HRTimeline
Brooklyn Investment Group205$12K<0.01%+20413F-HRTimeline
True Wealth Design, LLC201$11.7K<0.01%+19813F-HRTimeline
NewEdge Advisors, LLC198$11.6K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.193$11.3K<0.01%+1613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC186$10.9K<0.01%+8113F-HRTimeline
Rise Advisors, LLC179$10.4K<0.01%-5213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC177$10K<0.01%-3413F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.169$9.86K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.155$9.05K<0.01%new13F-HRTimelineGroup
Covestor Ltd156$9K0.01%+15313F-HRTimeline
Private Wealth Management Group, LLC147$8.58K<0.01%013F-HRTimeline
Arax Advisory Partners130$7.59K<0.01%-5513F-HRTimeline
WPG Advisers, LLC125$7.29K0.01%-813F-HRTimeline
ROTHSCHILD INVESTMENT LLC105$6.13K<0.01%+1513F-HRTimeline
DANSKE BANK A/S100$5.84K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.100$5.84K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc99$5.78K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management82$4.79K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC75$4.38K<0.01%+213F-HRTimeline
Bell Investment Advisors, Inc74$4.32K<0.01%+1513F-HRTimeline
High Note Wealth, LLC69$4.03K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.75$4K<0.01%-18,82513F-HRTimeline
Allworth Financial LP70$3.68K<0.01%+3913F-HRTimeline
Key Financial Inc59$3.44K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.59$3.43K<0.01%+113F-HRTimelineGroup
Parkside Financial Bank & Trust54$3.15K<0.01%+4013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…45$2.63K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC44$2.57K<0.01%013F-HRTimeline
Continuum Advisory, LLC43$2.51K<0.01%new13F-HRTimeline
Bare Financial Services, Inc41$2.39K<0.01%new13F-HRTimeline
SVB WEALTH LLC40$2.33K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC40$2.33K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC29$1.69K<0.01%013F-HRTimeline
Westside Investment Management, Inc.29$1.69K<0.01%013F-HRTimeline
Crewe Advisors LLC26$1.52K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC26$1.49K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25$1.46K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC25$1.46K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.16$934<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC15$876<0.01%+1013F-HRTimeline
Financial Management Professionals, Inc.14$817<0.01%new13F-HRTimeline
Amundiin group Amundi12$635<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC10$584<0.01%-813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7$418<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.7$409<0.01%013F-HRTimeline
Caitong International Asset Management …6$350<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5$292<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.5$292<0.01%013F-HRTimeline
Larson Financial Group LLC4$233<0.01%013F-HRTimeline
Abound Wealth Management3$176<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$58<0.01%013F-HRTimeline
ORG Partners LLC0$51<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
SIMPLEX TRADING, LLC11$00%new13F-HRTimelineValue filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.8$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-12813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.