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Disclosery

MC MOELIS & CO

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CL A (common), issuer CIK 1596967

366 managers (377 13F filers) reported a position in MC shares at 2025-06-30, 76,050,962 shares in all. 55 filers opened a position and 60 filers sold out during the quarter.

Managers
366
13F filers
377
New
55
Added
164
Reduced
113
Sold out
60
Shares held by filers
76,050,962

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WESBANCO BANK INC8,709$543K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC8,307$518K<0.01%+46213F-HRTimeline
PITCAIRN COin group PITCAIRN CO8,270$515K0.03%-1,52813F-HR/ATimelineGroup
AVIVA PLCin group AVIVA PLC8,097$505K<0.01%+1,37313F-HRTimelineGroup
Blueshift Asset Management, LLC7,895$492K0.15%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC7,885$491K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,707$480K0.01%-58513F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,648$477K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,592$473K0.01%+38313F-HRTimelineGroup
Drucker Wealth 3.0, LLC6,846$467K0.09%new13F-HRTimeline
Cetera Investment Advisers7,378$460K<0.01%+46513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,314$456K<0.01%new13F-HR/ATimelineGroup
World Investment Advisors7,268$453K0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT7,161$446K0.01%+9513F-HRTimeline
TRUST POINT INC.6,884$429K0.04%-4,63513F-HRTimeline
D.A. DAVIDSON & CO.6,766$422K<0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,677$416K<0.01%+2,69413F-HRTimelineGroup
Creative Planningin group Creative Planning6,639$414K<0.01%+82713F-HRTimelineGroup
Fulton Bank, N.A.6,581$410K0.02%+18813F-HRTimeline
O'ROURKE & COMPANY, Inc6,496$405K0.19%-61013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,367$397K0.01%+4,38013F-HRTimelineGroup
Alamea Verwaltungs GmbH6,273$391K0.29%013F-HRTimeline
AXQ CAPITAL, LP6,201$386K0.12%new13F-HRTimeline
Trajan Wealth LLC6,092$380K0.02%+1,06513F-HRTimeline
SummitTX Capital, L.P.6,065$378K0.02%new13F-HRTimeline
Advisory Services Network, LLC5,247$368K0.01%new13F-HRTimeline
Pinnacle Financial Partners Inc5,865$366K0.01%+13513F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC5,862$365K0.01%+4,39913F-HR/ATimelineGroup
DRW Securities, LLC5,831$363K0.03%new13F-HRTimeline
XPONANCE LLC5,794$361K<0.01%+42113F-HRTimeline
Private Advisor Group, LLC5,704$355K<0.01%+16813F-HRTimeline
Integrated Wealth Concepts LLC5,682$354K<0.01%+88313F-HRTimeline
Legato Capital Management LLC5,547$346K0.04%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,538$345K<0.01%new13F-HRTimeline
Merit Financial Group, LLC5,429$338K<0.01%new13F-HRTimeline
CHOREO, LLC5,354$334K<0.01%+27913F-HRTimeline
Capital Investment Advisory Services, L…5,211$325K0.03%+513F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC5,190$323K0.02%-1,59013F-HRTimeline
Vestcor Inc5,006$312K0.01%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC4,769$297K<0.01%-55,11213F-HR/ATimelineGroup
OXFORD ASSET MANAGEMENT LLP4,697$293K0.1%new13F-HRTimeline
Heritage Family Offices, LLP4,940$286K0.14%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,492$280K0.03%013F-HRTimelineGroup
CIBC Asset Management Inc4,460$278K<0.01%+14513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC4,436$276K0.06%new13F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC4,325$270K0.03%-16,27713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,315$269K<0.01%-2,57913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,080$254K<0.01%-65413F-HRTimelineGroup
Snowden Capital Advisors LLC4,069$254K0.01%+7413F-HRTimeline
Riverview Capital Advisers, LLC4,034$251K0.07%-1,94613F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,000$249K0.07%013F-HRTimeline
Qsemble Capital Management, LP3,989$249K0.02%new13F-HRTimeline
Portside Wealth Group, LLC3,954$246K0.04%new13F-HRTimeline
Petros Family Wealth, LLC3,897$243K0.22%+2713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,655$228K<0.01%-16813F-HRTimelineGroup
Walleye Trading LLCin group Walleye Capital LLC3,629$226K0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,501$218K<0.01%-1,16213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,452$215K<0.01%new13F-HRTimeline
PROFUND ADVISORS LLC3,427$214K0.01%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC3,320$207K0.05%new13F-HRTimeline
AE Wealth Management LLC3,317$207K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC3,305$206K0.01%-32113F-HRTimeline
SIMON QUICK ADVISORS, LLC3,282$205K0.01%-1,43613F-HR/ATimeline
NISA INVESTMENT ADVISORS, LLC3,241$202K<0.01%+29813F-HRTimeline
Covestor Ltd3,150$196K0.12%+2,99413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,093$192K<0.01%+2,31313F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC3,049$190K0.01%new13F-HR/ATimeline
Parkside Financial Bank & Trust2,946$184K0.02%+2,89213F-HRTimeline
SG Americas Securities, LLC2,537$158K<0.01%-16,06613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,275$142K<0.01%-5513F-HRTimelineGroup
Essential Partners LLC2,211$138K0.06%13F-HRTimeline
KBC Group NVin group KBC Group NV2,015$126K<0.01%-1,02013F-HRTimelineGroup
New Age Alpha Advisors, LLC1,840$115K0.01%-213F-HRTimeline
Smartleaf Asset Management LLC1,602$101K0.01%+68013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,414$89K<0.01%+44213F-HRTimelineGroup
Bayforest Capital Ltd1,297$80.8K0.04%-28,55413F-HRTimeline
Parallel Advisors, LLC1,283$80K<0.01%-7313F-HRTimeline
IFP Advisors, Inc1,029$76.2K<0.01%-3713F-HRTimeline
GAMMA Investing LLC1,208$75.3K<0.01%-42413F-HRTimeline
Neo Ivy Capital Management1,206$75.2K0.02%new13F-HRTimeline
SIGNATUREFD, LLC1,153$71.9K<0.01%-1813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,099$68.5K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…1,074$66.9K<0.01%+2613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD995$62K0.03%013F-HRTimeline
First Horizon Advisors, Inc.959$59.8K<0.01%-4013F-HRTimeline
Versant Capital Management, Inc949$59.1K0.01%+15313F-HRTimeline
Canton Hathaway, LLC820$51K0.01%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.703$44K<0.01%-26913F-HRTimelineGroup
HM PAYSON & CO642$40K<0.01%-93113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…597$37.2K<0.01%+28213F-HRTimelineGroup
UMB Bank, n.a.559$34.8K<0.01%-2413F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB540$33.7K<0.01%-10413F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …513$32K<0.01%new13F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…503$31K<0.01%-1,62713F-HRTimelineGroup
Headlands Technologies LLC438$27.3K<0.01%+13013F-HRTimeline
PRIVATE TRUST CO NA416$25.9K<0.01%-66113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD380$23.7K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.358$22.3K<0.01%new13F-HRTimeline
City State Bank350$21.8K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…340$21.2K<0.01%-3713F-HRTimelineGroup
Farther Finance Advisors, LLC334$20.8K<0.01%-78613F-HRTimeline
Brooklyn Investment Group327$20.4K<0.01%+12213F-HR/ATimeline
Colonial Trust Co / SCin group Colonial Trust Advisors324$20.2K<0.01%-47613F-HRTimelineGroup
Arax Advisory Partners295$18.4K<0.01%+16513F-HRTimeline
Global Retirement Partners, LLC268$16.7K<0.01%13F-HRTimeline
TRUST CO OF VERMONT250$15.6K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC199$14.6K<0.01%new13F-HRTimeline
Larson Financial Group LLC233$14.5K<0.01%+22913F-HRTimeline
SBI Securities Co., Ltd.221$13.8K<0.01%+2813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC205$13K<0.01%+2813F-HRTimelineGroup
NewEdge Advisors, LLC198$12.3K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC200$12K<0.01%013F-HRTimeline
Rise Advisors, LLC181$11.3K<0.01%+213F-HRTimeline
Sterling Capital Management LLC180$11.2K<0.01%+10513F-HR/ATimeline
Allworth Financial LP165$10.3K<0.01%+9513F-HRTimeline
WPG Advisers, LLC163$10.2K0.01%+3813F-HRTimeline
Private Wealth Management Group, LLC147$9.16K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC145$9.04K<0.01%+4013F-HRTimeline
Bare Financial Services, Inc133$8.29K<0.01%+9213F-HRTimeline
Stone House Investment Management, LLC127$7.92K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC105$6.54K<0.01%-8113F-HR/ATimeline
LRI Investments, LLC103$6.42K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.103$6.42K<0.01%new13F-HRTimeline
DANSKE BANK A/S100$6.23K<0.01%013F-HRTimeline
Hilltop National Bank100$6.23K<0.01%13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.96$6K<0.01%+2113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.90$6K<0.01%+8213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…93$5.8K<0.01%+6813F-HRTimelineGroup
Clearstead Advisors, LLC89$5.55K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management82$5.11K<0.01%013F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding72$4.49K-14,415Timeline
Bell Investment Advisors, Inc69$4.3K<0.01%-513F-HRTimeline
High Note Wealth, LLC65$4.05K<0.01%-413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.59$3.7K<0.01%013F-HRTimelineGroup
Key Financial Inc59$3.68K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…45$2.8K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC44$2.74K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.43$2.68K<0.01%+2713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.41$2.58K<0.01%-11413F-HRTimelineGroup
Park Square Financial Group, LLC40$2.49K<0.01%013F-HRTimeline
MAI Capital Management31$1.93K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC31$1.93K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.29$1.81K<0.01%013F-HRTimeline
Quarry LP27$1.68K<0.01%-17913F-HRTimeline
NewSquare Capital LLC24$1.5K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC21$1.31K<0.01%-813F-HRTimeline
Clearstead Trust, LLC18$1.12K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …20$1K<0.01%-67813F-HRTimelineGroup
Financial Management Professionals, Inc.14$872<0.01%013F-HRTimeline
CVA Family Office, LLC13$810<0.01%+313F-HRTimeline
Hughes Financial Services, LLC10$701<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9$561<0.01%new13F-HRTimelineGroup
Stephens Consulting, LLC7$437<0.01%-1813F-HRTimeline
Raleigh Capital Management Inc.6$350<0.01%new13F-HRTimeline
S&T Bank/PA5$312<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.5$312<0.01%013F-HRTimeline
WealthTrak Capital Management LLC5$312<0.01%-1013F-HRTimeline
SJS Investment Consulting Inc.3$187<0.01%-413F-HRTimeline
Abound Wealth Management3$187<0.01%013F-HRTimeline
Fortitude Family Office, LLC3$187<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC3$187<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC1$63<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC1$62<0.01%new13F-HRTimeline
ORG Partners LLC0$56<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Hemington Wealth Management6$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.