Skip to content
Disclosery

MC MOELIS & CO

Follow

CL A (common), issuer CIK 1596967

388 managers (399 13F filers) reported a position in MC shares at 2025-12-31, 77,287,247 shares in all. 43 filers opened a position and 50 filers sold out during the quarter.

Managers
388
13F filers
399
New
43
Added
152
Reduced
146
Sold out
50
Shares held by filers
77,287,247

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Indivisible Partners8,782$604K0.07%13F-HRTimeline
TRUST POINT INC.8,612$592K0.05%-5513F-HRTimeline
Merit Financial Group, LLC8,524$586K<0.01%+2,67413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,515$585K<0.01%-5,08313F-HRTimelineGroup
PEAK FINANCIAL ADVISORS LLC8,507$585K0.26%-27213F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…8,457$581K0.01%+14813F-HRTimelineGroup
Advyzon Investment Management, LLC8,066$554K0.06%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding7,693$529K+1,962Timeline
AlphaQuest LLC7,671$527K0.03%-35,11813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,671$527K<0.01%-39813F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,648$526K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning7,649$526K<0.01%-1013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,579$521K<0.01%-49913F-HRTimeline
AVIVA PLCin group AVIVA PLC7,470$513K<0.01%+88813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,461$513K0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,318$503K0.01%-1,39313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,238$498K<0.01%+55213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,230$497K0.01%-1113F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC6,912$475K0.08%+2,32913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,851$471K<0.01%-1,23513F-HRTimeline
Verition Fund Management LLC6,800$467K<0.01%-29,60113F-HRTimeline
Farringdon Capital, Ltd.6,685$460K0.11%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT6,670$458K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.6,666$458K<0.01%-10013F-HRTimeline
Financiere des Professionnels - Fonds d…6,603$454K0.03%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC6,487$446K<0.01%+2,96313F-HRTimeline
Fulton Bank, N.A.6,481$446K0.02%-19713F-HRTimeline
O'ROURKE & COMPANY, Inc6,460$444K0.17%-5713F-HRTimeline
MGO ONE SEVEN LLC6,453$444K0.01%+51913F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…6,427$442K<0.01%+3,00613F-HRTimelineGroup
World Investment Advisors6,289$432K0.01%-1,04013F-HR/ATimeline
Private Advisor Group, LLC6,193$426K<0.01%+9513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,187$425K<0.01%13F-HR/ATimelineGroup
QRG CAPITAL MANAGEMENT, INC.6,075$418K<0.01%+2,58213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,036$415K0.01%-17713F-HRTimelineGroup
New England Research & Management, Inc.6,000$412K0.18%+57513F-HRTimeline
XPONANCE LLC5,895$405K<0.01%+3213F-HRTimeline
PROFUND ADVISORS LLC5,785$398K0.01%+2,43713F-HRTimeline
CHOREO, LLC5,572$393K0.01%+7213F-HRTimeline
Advisory Services Network, LLC5,650$388K0.01%-9813F-HRTimeline
MACKENZIE FINANCIAL CORP5,424$381K<0.01%-69,88713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,512$379K<0.01%+54813F-HR/ATimelineGroup
Capital Investment Advisory Services, L…5,219$359K0.03%+513F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC5,190$357K0.02%013F-HRTimeline
IEQ CAPITAL, LLC5,189$357K<0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding5,179$356K+5,178Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,042$347K<0.01%-21013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,028$346K<0.01%+1,90613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,903$337K<0.01%+11613F-HRTimelineGroup
Trajan Wealth LLC4,858$334K0.01%-25413F-HRTimeline
Heritage Family Offices, LLP4,791$329K0.15%-65513F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC4,675$321K<0.01%013F-HRTimeline
AE Wealth Management LLC4,523$311K<0.01%+95113F-HRTimeline
Integrated Wealth Concepts LLC4,497$309K<0.01%-4,95813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,492$309K0.03%013F-HRTimelineGroup
CIBC Asset Management Inc4,217$290K<0.01%-17913F-HRTimeline
Modern Wealth Management, LLC4,061$279K0.01%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD4,035$277K<0.01%-3,07913F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,000$275K0.07%013F-HRTimeline
Snowden Capital Advisors LLC3,916$269K0.01%-5713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC3,900$268K<0.01%-10,80013F-HRTimelineGroup
Covestor Ltd3,846$264K0.14%+87313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,827$263K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,599$247K<0.01%-40813F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,433$236K0.01%+18113F-HRTimeline
SIMON QUICK ADVISORS, LLC3,280$225K0.01%-213F-HRTimeline
Pallas Capital Advisors LLC3,237$223K0.01%+22513F-HRTimeline
Petros Family Wealth, LLC3,221$221K0.15%-36613F-HRTimeline
Vise Technologies, Inc.3,205$220K<0.01%+30913F-HRTimeline
Legacy Capital Wealth Partners, LLC3,173$218K0.05%-15713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,122$215K<0.01%new13F-HRTimelineGroup
Portside Wealth Group, LLC3,091$212K0.03%-73013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,081$212K<0.01%-49913F-HRTimelineGroup
EVOKE WEALTH, LLC3,072$211K<0.01%+5213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,067$211K0.01%new13F-HRTimeline
Venturi Wealth Management, LLC3,057$210K0.01%-24813F-HRTimeline
Waterloo Capital, L.P.2,997$206K0.01%+713F-HRTimeline
Parkside Financial Bank & Trust2,966$204K0.02%+2013F-HRTimeline
SAGE RHINO CAPITAL LLC2,954$203K0.04%-3613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,421$166K<0.01%-48213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,318$159K<0.01%+69413F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,265$156K<0.01%-1013F-HRTimelineGroup
Essential Partners LLC2,229$153K0.05%+1813F-HRTimeline
Bayforest Capital Ltd2,158$148K0.11%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,849$142K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.2,041$140K0.02%new13F-HRTimeline
KBC Group NVin group KBC Group NV2,015$139K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC1,921$135K0.01%+5613F-HRTimeline
Vestcor Inc1,937$133K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,683$116K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC1,553$107K0.01%+4313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,505$103K0.01%new13F-HRTimeline
Parallel Advisors, LLC1,345$92.5K<0.01%+6213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…1,169$80.4K<0.01%+5613F-HRTimeline
SIGNATUREFD, LLC1,153$79.3K<0.01%-713F-HRTimeline
IFP Advisors, Inc1,076$74K<0.01%-1513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,067$73.3K0.03%+513F-HRTimeline
Global Retirement Partners, LLC996$68.5K<0.01%+45213F-HRTimeline
Versant Capital Management, Inc949$65.2K0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …824$57K<0.01%+25613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…820$56.4K<0.01%+11213F-HRTimelineGroup
Salomon & Ludwin, LLC669$49.9K<0.01%-1013F-HRTimeline
SIMPLEX TRADING, LLC680$46.7K<0.01%-12813F-HRTimeline
HM PAYSON & CO679$46.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA673$46.3K<0.01%+7413F-HRTimeline
UMB Bank, n.a.668$45.9K<0.01%+4613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD630$43.3K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC615$43K<0.01%+22613F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB535$36.8K<0.01%-4113F-HRTimeline
Allworth Financial LP499$34.3K<0.01%+8013F-HRTimeline
Sterling Capital Management LLC487$33.5K<0.01%+30713F-HRTimeline
eCIO, Inc.483$33.2K0.02%new13F-HRTimeline
MAI Capital Management455$31.3K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC429$29.5K<0.01%-47313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…427$29.4K<0.01%+8613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.416$29K<0.01%+16313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crewe Advisors LLC415$28.5K<0.01%013F-HRTimeline
V-Square Quantitative Management LLC400$27.5K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC394$27.1K<0.01%-7813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.394$27.1K<0.01%+7713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…357$24.5K<0.01%-19113F-HR/ATimelineGroup
City State Bank350$24.1K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO346$23.8K<0.01%+8913F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors333$22.9K<0.01%+713F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC323$22.2K<0.01%new13F-HRTimeline
Larson Financial Group LLC300$20.6K<0.01%+3913F-HRTimeline
Arax Advisory Partners296$20.3K<0.01%-4,48113F-HRTimeline
LRI Investments, LLC284$19.5K<0.01%-1113F-HRTimeline
Sound Income Strategies, LLC223$17.3K<0.01%+17913F-HRTimeline
TRUST CO OF VERMONT250$17.2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC236$16.2K<0.01%+11613F-HRTimeline
SBI Securities Co., Ltd.229$15.7K<0.01%+413F-HRTimeline
Capital Advisors, Ltd. LLC200$14K<0.01%013F-HRTimeline
DV Trading LLC200$13.7K<0.01%13F-HRTimeline
EASTERN BANK171$11.8K<0.01%new13F-HRTimeline
WPG Advisers, LLC163$11.2K0.01%-6613F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC163$11.2K0.01%13F-HRTimeline
Bare Financial Services, Inc162$11.1K<0.01%+2113F-HRTimeline
Bell Investment Advisors, Inc155$10.7K<0.01%+8613F-HRTimeline
Private Wealth Management Group, LLC147$10.1K<0.01%013F-HRTimeline
Root Financial Partners, LLC116$7.97K<0.01%+3813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC106$7.29K<0.01%new13F-HRTimelineGroup
DANSKE BANK A/S100$6.87K<0.01%013F-HRTimeline
Hilltop National Bank100$6.87K<0.01%013F-HRTimeline
Clearstead Advisors, LLC89$6.12K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.91$6K<0.01%-213F-HRTimeline
SageView Advisory Group, LLC85$5.84K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC81$5.53K<0.01%-5613F-HRTimeline
Nvest Wealth Strategies, Inc.75$5.16K<0.01%13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…72$5.13K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC65$4.47K<0.01%-313F-HRTimeline
Bravera Wealth63$4.33K<0.01%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.69$4.16K<0.01%-213F-HRTimelineGroup
Dogwood Wealth Management LLC54$3.71K<0.01%013F-HRTimeline
Park Place Capital Corp50$3.44K<0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC48$3.3K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…46$3.16K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC46$3.16K<0.01%+1813F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…45$3.09K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.43$2.96K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp41$2.82K<0.01%new13F-HRTimelineGroup
UNION SAVINGS BANK39$2.68K<0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…38$2.61K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC34$2.34K<0.01%-2313F-HRTimeline
QUADRANT CAPITAL GROUP LLC31$2.13K<0.01%013F-HRTimeline
Westside Investment Management, Inc.29$1.99K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC27$1.86K<0.01%+713F-HRTimeline
Bruce G. Allen Investments, LLC18$1.24K<0.01%+1513F-HRTimeline
Financial Management Professionals, Inc.14$962<0.01%013F-HRTimeline
CVA Family Office, LLC13$894<0.01%-2613F-HRTimeline
Ankerstar Wealth, LLC13$894<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…12$825<0.01%13F-HRTimeline
Sunbelt Securities, Inc.11$756<0.01%new13F-HRTimeline
Hughes Financial Services, LLC10$687<0.01%013F-HRTimeline
Rossby Financial, LCC10$687<0.01%+213F-HRTimeline
Torren Management, LLC10$655<0.01%13F-HRTimeline
Fortitude Family Office, LLC7$481<0.01%-413F-HRTimeline
S&T Bank/PA6$412<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5$347<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.5$344<0.01%013F-HRTimeline
Rialto Wealth Management, LLC4$275<0.01%+213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4$275<0.01%13F-HRTimeline
HFM Investment Advisors, LLC4$275<0.01%+213F-HRTimeline
SJS Investment Consulting Inc.3$207<0.01%013F-HRTimeline
Abound Wealth Management3$207<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3$206<0.01%new13F-HRTimeline
Dunhill Financial, LLC2$110<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC1$68<0.01%013F-HRTimeline