Skip to content

MC MOELIS & CO

Follow

CL A (common), issuer CIK 1596967

Filings received so far for Q3 2026: 14 13F filers report a position in MC shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WASATCH ADVISORS LP2,334,025$134M1%-912,56813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…286,161$16.1M0.02%+2,27613F-HRTimeline
Salvus Wealth Management, LLC28,928$1.66M0.95%-76113F-HRTimeline
Hennion & Walsh Asset Management, Inc.19,562$1.13M0.03%-96313F-HRTimeline
Central Pacific Bank - Trust Division3,330$192K0.02%+64013F-HRTimeline
GAMMA Investing LLC2,799$161K0.01%+1,31013F-HRTimeline
Versant Capital Management, Inc1,375$79.1K0.01%+413F-HRTimeline
Farther Finance Advisors, LLC788$45.3K<0.01%+49213F-HRTimeline
MassMutual Private Wealth & Trust, FSB295$17K<0.01%013F-HRTimeline
Marquette Asset Management, LLC102$5.87K<0.01%013F-HRTimeline
True Wealth Design, LLC63$3.62K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC60$3.45K<0.01%+5213F-HRTimeline
GK Wealth Management LLC37$2.13K<0.01%new13F-HRTimeline
Noble Wealth Management PBC1$58<0.01%-2313F-HRTimeline