Fund shareholders of Moelis & Co
ISIN US60786M1053 · United States · LEI 549300891QNU7VTQUR83
- Fund shareholders
- 323
- Of which ETFs
- 81 242 other funds
- Value held
- ≈ 2.3B $ 2.3B $ · 45.2M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 3,787,297 | 247.8M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,363,831 | 154.6M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust | 1,954,321 | 127.9M $ | 2.84 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 1,769,494 | 119.1M $ | 0.13 % | as of May 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,706,260 | 111.6M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,470,957 | 96.2M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Wasatch Core Growth Fund WASATCH FUNDS TRUST | 1,015,433 | 66.4M $ | 2.23 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 985,691 | 64.5M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Small-Cap Core Fund Virtus Equity Trust | 952,917 | 62.3M $ | 3.40 % | as of Jun 30, 2026 ↗ |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 926,332 | 62.3M $ | 1.13 % | as of May 29, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 852,945 | 55.8M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 825,962 | 55.4M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| Madison Mid Cap Fund MADISON FUNDS | 753,164 | 50.5M $ | 2.94 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 681,053 | 44.6M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | 552,770 | 36.2M $ | 2.58 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 529,559 | 34.6M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 485,315 | 32.7M $ | 0.89 % | as of May 31, 2026 ↗ |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 464,092 | 30.4M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Fund John Hancock Investment Trust | 445,928 | 29.9M $ | 1.54 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 381,945 | 25.7M $ | 0.15 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 379,847 | 25.6M $ | 0.06 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 354,874 | 23.9M $ | 0.10 % | as of May 31, 2026 ↗ |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 318,387 | 20.8M $ | 0.25 % | as of Jun 30, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 308,909 | 20.2M $ | 1.18 % | as of Jun 30, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 296,821 | 19.9M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 275,112 | 18M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 268,261 | 17.5M $ | 0.44 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 267,491 | 17.9M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 262,711 | 17.2M $ | 2.56 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 256,006 | 17.2M $ | 0.29 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 243,571 | 15.9M $ | 0.31 % | as of Jun 30, 2026 ↗ |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 238,316 | 15.6M $ | 0.45 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 234,195 | 15.7M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 228,889 | 15M $ | 0.52 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 227,789 | 15.3M $ | 0.17 % | as of May 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 227,239 | 15.3M $ | 0.01 % | as of May 31, 2026 ↗ |
| Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST | 201,619 | 13.5M $ | 1.21 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 183,114 | 12.3M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| Emerald Growth Fund RBB Fund, Inc. | 181,508 | 12.2M $ | 0.82 % | as of Jul 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 180,703 | 11.8M $ | 0.47 % | as of Jun 30, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust | 171,342 | 11.2M $ | 4.43 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 168,654 | 11.3M $ | 0.01 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 165,912 | 10.9M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 152,523 | 10.2M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 140,941 | 9.5M $ | 0.01 % | as of May 31, 2026 ↗ |
| iShares Core High Dividend ETF iShares Trust | 138,413 | 9.3M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Victory Market Neutral Income Fund Victory Portfolios II | 134,113 | 8.8M $ | 0.27 % | as of Jun 30, 2026 ↗ |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 131,968 | 8.6M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 122,913 | 8.2M $ | 0.33 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 120,925 | 8.1M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 119,758 | 8.1M $ | 0.06 % | as of May 31, 2026 ↗ |
| JNL Small Cap Index Fund JNL Series Trust | 115,861 | 7.6M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 113,721 | 7.4M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 112,933 | 7.6M $ | 0.01 % | as of May 31, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 110,459 | 7.4M $ | 0.29 % | as of May 31, 2026 ↗ |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 100,932 | 6.6M $ | 0.47 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 100,082 | 6.5M $ | 1.56 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 100,000 | 6.5M $ | 0.56 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 99,829 | 6.7M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 97,240 | 6.5M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 95,865 | 6.3M $ | 0.47 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 95,092 | 6.4M $ | 0.32 % | as of Jul 31, 2026 ↗ |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 94,700 | 6.4M $ | 0.68 % | as of May 31, 2026 ↗ |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 83,995 | 5.5M $ | 1.78 % | as of Jun 30, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 79,005 | 5.3M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 78,235 | 5.1M $ | 1.43 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 77,939 | 5.2M $ | 0.19 % | as of May 31, 2026 ↗ |
| Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 74,209 | 5M $ | 2.10 % | as of May 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 72,781 | 4.8M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Small Cap Dynamic Growth Fund John Hancock Funds II | 72,650 | 4.9M $ | 0.93 % | as of May 31, 2026 ↗ |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 72,448 | 4.9M $ | 1.25 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 70,950 | 4.8M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 70,760 | 4.6M $ | 0.30 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 69,838 | 4.7M $ | 0.25 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 69,777 | 4.7M $ | 0.28 % | as of May 31, 2026 ↗ |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 69,031 | 4.6M $ | 0.53 % | as of May 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 67,479 | 4.4M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 64,899 | 4.4M $ | 0.18 % | as of Jul 31, 2026 ↗ |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 63,700 | 4.2M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 58,757 | 3.9M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 58,389 | 3.8M $ | 0.18 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 57,995 | 3.8M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| SEB Nordamerikafond Småbolag SEB Funds AB | 57,169 | 31M SEK | 1.51 % | as of Mar 31, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 54,796 | 3.7M $ | 0.27 % | as of Jul 31, 2026 ↗ |
| Madison Small Cap Fund MADISON FUNDS | 53,688 | 3.6M $ | 2.33 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 53,200 | 3.5M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 52,200 | 3.5M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 52,023 | 3.4M $ | 0.27 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 50,161 | 3.4M $ | 0.34 % | as of May 31, 2026 ↗ |
| BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. | 49,336 | 3.3M $ | 0.84 % | as of May 31, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 48,839 | 3.2M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 45,458 | 3M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Mid Cap Fund ULTRA SERIES FUND | 45,139 | 3M $ | 2.89 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 44,800 | 2.9M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 44,670 | 2.9M $ | 2.48 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 44,505 | 3M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 44,389 | 3M $ | 0.01 % | as of May 31, 2026 ↗ |
| CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust | 44,271 | 3M $ | 1.64 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,106 | 2.8M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 42,090 | 2.8M $ | 0.49 % | as of Jul 31, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust | 4.43 % | as of Jun 30, 2026 ↗ |
| Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST | 3.56 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust | 3.54 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Small-Cap Core Fund Virtus Equity Trust | 3.40 % | as of Jun 30, 2026 ↗ |
| Madison Mid Cap Fund MADISON FUNDS | 2.94 % | as of Jul 31, 2026 ↗ |
| Mid Cap Fund ULTRA SERIES FUND | 2.89 % | as of Jun 30, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust | 2.84 % | as of Jun 30, 2026 ↗ |
| CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust | 2.80 % | as of Jul 31, 2026 ↗ |
| Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | 2.58 % | as of Jun 30, 2026 ↗ |
| TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 2.56 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 321 | -12 | 35,188,238 | -5.1 % |
| 2026Q2 | 333 | +14 | 37,090,225 | +1.6 % |
| 2026Q1 | 319 | +3 | 36,489,401 | -1.8 % |
| 2025Q4 | 316 | +24 | 37,155,224 | +3.4 % |
| 2025Q3 | 292 | -13 | 35,939,057 | +8.7 % |
| 2025Q2 | 305 | +24 | 33,062,845 | +3.1 % |
| 2025Q1 | 281 | +1 | 32,070,010 | -2.1 % |
| 2024Q4 | 280 | -2 | 32,742,620 | -4.3 % |
| 2024Q3 | 282 | -8 | 34,196,235 | +2.7 % |
| 2024Q2 | 290 | +3 | 33,283,339 | -0.6 % |
| 2024Q1 | 287 | -6 | 33,481,471 | -4.0 % |
| 2023Q4 | 293 | 34,893,740 |
Institutional managers
392 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 8,802,109 | 501.7M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5,777,773 | 329.3M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 3,742,624 | 213.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,921,129 | 166.5M $ | as of Mar 31, 2026 |
| LONDON CO OF VIRGINIA | 2,903,947 | 165.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,703,182 | 154.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,169,253 | 123.7M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 2,147,192 | 122.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 1,785,339 | 101.8M $ | as of Mar 31, 2026 |
| Madison Asset Management, LLC | 1,773,735 | 101.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,755,018 | 100M $ | as of Mar 31, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1,514,701 | 86.3M $ | as of Mar 31, 2026 |
| NATIXIS ADVISORS, LLC | 1,352,595 | 77.1K $ | as of Mar 31, 2026 |
| Channing Capital Management, LLC | 1,308,095 | 74.6M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 1,290,540 | 70.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,277,774 | 72.8M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,193,768 | 68M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,177,612 | 64.7M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 1,028,637 | 58.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 993,897 | 56.7M $ | as of Mar 31, 2026 |
| Heard Capital LLC | 979,810 | 55.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 948,994 | 54.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 927,731 | 52.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 810,466 | 46.2M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 792,617 | 45.2M $ | as of Mar 31, 2026 |
Declared shareholders of Moelis & Co
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Wasatch Advisors LP | 4.40 % | 3,246,593 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Moelis & Co". https://titelia.com/en/stocks/moelis-co-US60786M1053