MOELIS & CO - CLASS A (MC) Institutional Ownership Changes & 13F Activity
MOELIS & CO - CLASS A (MC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Citadel Advisors Llc, Goldman Sachs Group Inc, Junto Capital Management Lp, and Jones Financial Companies Lllp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +90,274 | +15.9% | 656,429 | $42.94M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -4,167 | -44.2% | 5,265 | $344.47K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +655,536 | +1042.1% | 718,444 | $47.00M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +613 | +1.1% | 58,232 | $3.81M | Q2 2026 | Aug 27, 2026 |
| First Eagle U.S. Value | Buy | +34,899 | +46.5% | 110,000 | $7.20M | Q2 2026 | Aug 24, 2026 |
| California State Teachers Retirement System | Sell | -2,399 | -2.7% | 85,488 | $5.59M | Q2 2026 | Aug 24, 2026 |
| Kingsview Wealth Management, Llc | Buy | +10,973 | — | 10,973 | $717.84K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +697 | +3.8% | 18,895 | $1.24M | Q2 2026 | Aug 19, 2026 |
| Jefferies Financial Group Inc. | Sell | -23,024 | -75.9% | 7,329 | $479.46K | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +3,702 | +3.8% | 100,128 | $6.55M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +66 | +5.2% | 1,343 | $87.86K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +2,344,828 | — | 2,344,828 | $153.40M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -487,576 | -27.8% | 1,267,442 | $82.92M | Q2 2026 | Aug 14, 2026 |
| Junto Capital Management Lp | Buy | +481,954 | — | 481,954 | $31.53M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +419,038 | +32.5% | 1,709,578 | $110.23M | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners Lp | Buy | +415,005 | — | 415,005 | $27.15M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +368,889 | +27.3% | 1,721,484 | $112.62M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +252,053 | +9.3% | 2,955,235 | $193.33M | Q2 2026 | Aug 14, 2026 |
| Woodline Partners Lp | Buy | +240,775 | +168.9% | 383,317 | $25.08M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +229,255 | — | 229,255 | $15.00M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -220,503 | -88.9% | 27,656 | $1.81M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +141,768 | — | 141,768 | $9.27M | Q2 2026 | Aug 14, 2026 |
| Longaeva Partners L.P. | Buy | +138,324 | — | 138,324 | $9.05M | Q2 2026 | Aug 14, 2026 |
| Price T Rowe Associates Inc | Sell | -137,599 | -58.0% | 99,722 | $6.52M | Q2 2026 | Aug 14, 2026 |
| Bamco Inc | Sell | -120,147 | -73.6% | 43,050 | $2.82M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -116,182 | -17.9% | 533,542 | $34.90M | Q2 2026 | Aug 14, 2026 |
| London Co Of Virginia | Sell | -112,748 | -3.9% | 2,791,199 | $182.60M | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors Llc | Buy | +95,001 | +233.4% | 135,698 | $8.88M | Q2 2026 | Aug 14, 2026 |
| Royce & Associates Lp | Buy | +94,519 | +28.6% | 424,508 | $27.77M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +58,537 | +8.4% | 752,349 | $49.22M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about MC activity
Which institutional owners are buying MC?
Institutional owners buying MC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MC activity?
"Buy" means an investor increased their reported position in MC compared to the prior reporting period. This reflects growing exposure to MOELIS & CO - CLASS A (MC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MC increasing?
Institutional interest in MC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related MC Institutional Insights
- MC Overview
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- MC Insider Trading & SEC Form 4 Activity
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