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