Titelia

Fund shareholders of Moelis & Co

ISIN US60786M1053 · United States · LEI 549300891QNU7VTQUR83

Fund shareholders
335
Of which ETFs
75 260 other funds
Value held
2.2B $ 45.2M SEK
FundSharesValueWeight in fund
iShares Core S&P Small-Cap ETF iShares Trust 3,545,796202.1M $0.22 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,355,467134.3M $0.01 %as of Mar 31, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 2,287,505135.8M $0.16 %as of Feb 28, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust 2,074,748118.3M $2.70 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,693,14096.5M $0.06 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,470,95783.8M $0.12 %as of Mar 31, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 1,180,13767.3M $2.26 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Core Fund Virtus Equity Trust 1,002,91757.2M $3.17 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 946,68754M $0.14 %as of Mar 31, 2026 ↗
Madison Mid Cap Fund MADISON FUNDS 852,59455.5M $3.11 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 825,49247.1M $0.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 735,75047.9M $0.15 %as of Apr 30, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 719,00041M $0.05 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 699,64241.5M $0.73 %as of Feb 27, 2026 ↗
Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I 680,57440.4M $1.26 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 669,78038.2M $0.28 %as of Mar 31, 2026 ↗
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST 587,79233.5M $2.54 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 529,55930.2M $0.25 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 464,09226.5M $0.27 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 450,42125.7M $0.90 %as of Mar 31, 2026 ↗
Small Cap Core Fund John Hancock Investment Trust 406,35726.5M $1.32 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 389,00923.1M $0.06 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 368,37721.9M $0.14 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 359,55521.3M $0.10 %as of Feb 28, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 329,60818.8M $0.59 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 289,77918.9M $0.02 %as of Apr 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 286,76016.3M $1.09 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 282,42016.1M $0.21 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 272,31115.5M $2.72 %as of Mar 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 270,75715.4M $0.42 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 268,56815.3M $0.24 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 257,15016.7M $0.09 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 253,56815.1M $0.28 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 232,70113.8M $0.14 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 222,45512.7M $0.32 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 214,06112.7M $0.01 %as of Feb 28, 2026 ↗
Emerald Growth Fund FINANCIAL INVESTORS TRUST 207,35813.5M $0.96 %as of Apr 30, 2026 ↗
Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST 204,13813.3M $1.17 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 203,52513.3M $0.09 %as of Apr 30, 2026 ↗
Voya Small Cap Growth Fund Voya Equity Trust 197,73011.7M $0.63 %as of Feb 28, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 194,89711.1M $0.56 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 187,94910.7M $4.38 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 165,4579.4M $0.23 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 163,26910.6M $0.15 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 159,5769.5M $0.01 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 139,9349.1M $0.02 %as of Apr 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 139,7789.1M $0.39 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 139,1228.3M $0.01 %as of Feb 28, 2026 ↗
iShares Core High Dividend ETF iShares Trust 135,5128.8M $0.07 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 123,9637.4M $0.05 %as of Feb 28, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 121,7176.9M $0.08 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 120,8836.9M $1.66 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 117,7827M $0.27 %as of Feb 28, 2026 ↗
Small Cap Dynamic Growth Fund John Hancock Funds II 117,3007M $1.34 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 114,8206.5M $0.27 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 113,7857.4M $0.10 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 113,7216.5M $0.13 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 110,1266.5M $0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST 100,0005.7M $0.54 %as of Mar 31, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 98,3995.6M $0.37 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 95,0926.2M $0.32 %as of Apr 30, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 94,7005.6M $0.57 %as of Feb 28, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 93,4005.3M $0.84 %as of Mar 31, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 91,3215.2M $0.46 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 89,2905.8M $0.15 %as of Apr 30, 2026 ↗
Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II 86,1444.9M $0.83 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 85,5825.6M $0.03 %as of Apr 30, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 83,9954.8M $1.89 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 75,5404.3M $0.13 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 73,7664.8M $0.01 %as of Apr 30, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 72,8514.3M $0.46 %as of Feb 28, 2026 ↗
Artisan Mid Cap Value Fund Artisan Partners Funds Inc. 72,7474.1M $0.84 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 71,6244.3M $1.72 %as of Feb 28, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 70,7594.6M $0.21 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 69,9934.2M $0.24 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 68,1664M $0.28 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 67,4793.8M $0.00 %as of Mar 31, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 64,2153.7M $1.27 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 63,1503.6M $0.27 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 60,5233.9M $0.17 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 58,1633.8M $0.28 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 57,9953.3M $0.04 %as of Mar 31, 2026 ↗
SEB Nordamerikafond Småbolag SEB Funds AB 57,16931M SEK1.51 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 56,5223.2M $0.28 %as of Mar 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 56,0333.2M $0.11 %as of Mar 31, 2026 ↗
Madison Small Cap Fund MADISON FUNDS 53,6883.5M $2.26 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 52,9613M $0.27 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 52,9323.4M $0.00 %as of Apr 30, 2026 ↗
Small-Cap Value Series LORD ABBETT RESEARCH FUND INC 52,3643.1M $0.81 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 52,2003.4M $0.01 %as of Apr 30, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 52,1303.1M $0.37 %as of Feb 28, 2026 ↗
BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. 51,7983.1M $0.79 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 49,8382.8M $1.32 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 49,6002.8M $0.14 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 49,3912.8M $0.27 %as of Mar 31, 2026 ↗
Mid Cap Fund ULTRA SERIES FUND 49,2672.8M $2.75 %as of Mar 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 47,6162.7M $0.20 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 47,0762.8M $0.31 %as of Feb 28, 2026 ↗
Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 46,3273M $1.16 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 45,1132.6M $0.18 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 4.38 %as of Mar 31, 2026 ↗
Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust 3.43 %as of Mar 31, 2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 3.34 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Core Fund Virtus Equity Trust 3.17 %as of Mar 31, 2026 ↗
Madison Mid Cap Fund MADISON FUNDS 3.11 %as of Apr 30, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 2.98 %as of Apr 30, 2026 ↗
Mid Cap Fund ULTRA SERIES FUND 2.75 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2.72 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust 2.70 %as of Mar 31, 2026 ↗
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST 2.54 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2333+1437,090,225+1.6 %
2026Q1319+336,489,401-1.8 %
2025Q4316+2437,155,224+3.4 %
2025Q3292-1335,939,057+8.7 %
2025Q2305+2433,062,845+3.1 %
2025Q1281+132,070,010-2.1 %
2024Q4280-232,742,620-4.3 %
2024Q3282-834,196,235+2.7 %
2024Q2290+333,283,339-0.6 %
2024Q1287-633,481,471-4.0 %
2023Q429334,893,740

Institutional managers

392 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.8,802,109501.7M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5,777,773329.3M $as of Mar 31, 2026
WASATCH ADVISORS LP3,742,624213.3M $as of Mar 31, 2026
STATE STREET CORP2,921,129166.5M $as of Mar 31, 2026
LONDON CO OF VIRGINIA2,903,947165.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,703,182154.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,169,253123.7M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC2,147,192122.4M $as of Mar 31, 2026
HighTower Advisors, LLC1,785,339101.8M $as of Mar 31, 2026
Madison Asset Management, LLC1,773,735101.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,755,018100M $as of Mar 31, 2026
TIMUCUAN ASSET MANAGEMENT INC/FL1,514,70186.3M $as of Mar 31, 2026
NATIXIS ADVISORS, LLC1,352,59577.1K $as of Mar 31, 2026
Channing Capital Management, LLC1,308,09574.6M $as of Mar 31, 2026
JONES FINANCIAL COMPANIES LLLP1,290,54070.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,277,77472.8M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,193,76868M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,177,61264.7M $as of Mar 31, 2026
Fisher Asset Management, LLC1,028,63758.6M $as of Mar 31, 2026
Bank of New York Mellon Corp993,89756.7M $as of Mar 31, 2026
Heard Capital LLC979,81055.8M $as of Mar 31, 2026
MORGAN STANLEY948,99454.1M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN927,73152.9M $as of Mar 31, 2026
NORTHERN TRUST CORP810,46646.2M $as of Mar 31, 2026
JENNISON ASSOCIATES LLC792,61745.2M $as of Mar 31, 2026

Declared shareholders of Moelis & Co

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Kayne Anderson Rudnick Investment Management, LLC 7.90 %5,778,143as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 6.39 %4,693,308as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.28 %3,880,626as of Mar 31, 2026 · SCHEDULE 13G
Wasatch Advisors LP 5.10 %3,742,624as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Moelis & Co". https://titelia.com/en/stocks/moelis-co-US60786M1053