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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Manufacturers Life Insurance Company, TheBuy+90,274+15.9%656,429$42.94MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-4,167-44.2%5,265$344.47KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+655,536+1042.1%718,444$47.00MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+613+1.1%58,232$3.81MQ2 2026Aug 27, 2026
First Eagle U.S. ValueBuy+34,899+46.5%110,000$7.20MQ2 2026Aug 24, 2026
California State Teachers Retirement SystemSell-2,399-2.7%85,488$5.59MQ2 2026Aug 24, 2026
Kingsview Wealth Management, LlcBuy+10,97310,973$717.84KQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+697+3.8%18,895$1.24MQ2 2026Aug 19, 2026
Jefferies Financial Group Inc.Sell-23,024-75.9%7,329$479.46KQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+3,702+3.8%100,128$6.55MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+66+5.2%1,343$87.86KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+2,344,8282,344,828$153.40MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-487,576-27.8%1,267,442$82.92MQ2 2026Aug 14, 2026
Junto Capital Management LpBuy+481,954481,954$31.53MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+419,038+32.5%1,709,578$110.23MQ2 2026Aug 14, 2026
Freestone Grove Partners LpBuy+415,005415,005$27.15MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+368,889+27.3%1,721,484$112.62MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+252,053+9.3%2,955,235$193.33MQ2 2026Aug 14, 2026
Woodline Partners LpBuy+240,775+168.9%383,317$25.08MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+229,255229,255$15.00MQ2 2026Aug 14, 2026
Millennium Management LlcSell-220,503-88.9%27,656$1.81MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Buy+141,768141,768$9.27MQ2 2026Aug 14, 2026
Longaeva Partners L.P.Buy+138,324138,324$9.05MQ2 2026Aug 14, 2026
Price T Rowe Associates IncSell-137,599-58.0%99,722$6.52MQ2 2026Aug 14, 2026
Bamco IncSell-120,147-73.6%43,050$2.82MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-116,182-17.9%533,542$34.90MQ2 2026Aug 14, 2026
London Co Of VirginiaSell-112,748-3.9%2,791,199$182.60MQ2 2026Aug 14, 2026
Schonfeld Strategic Advisors LlcBuy+95,001+233.4%135,698$8.88MQ2 2026Aug 14, 2026
Royce & Associates LpBuy+94,519+28.6%424,508$27.77MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+58,537+8.4%752,349$49.22MQ2 2026Aug 14, 2026
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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.