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
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Victory Extended Market Index Fund Victory Portfolios III | 8,319 | 541.7K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,216 | 535K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 8,216 | 487.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 8,208 | 467.9K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 8,128 | 463.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 7,978 | 519.5K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 7,865 | 448.3K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 7,330 | 417.8K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,310 | 416.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 7,186 | 409.6K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 7,071 | 403K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,617 | 430.9K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 6,518 | 386.9K $ | 0.18 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 6,502 | 423.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 6,296 | 358.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 6,277 | 408.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 6,036 | 344.1K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 5,972 | 340.4K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 5,946 | 387.2K $ | 0.15 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,921 | 351.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 5,797 | 377.5K $ | 0.53 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 5,779 | 376.3K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 5,663 | 322.8K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,617 | 365.8K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 5,615 | 333.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 5,586 | 331.6K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 5,571 | 317.5K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| Spectrum Fund Meeder Funds | 5,547 | 316.2K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,291 | 344.5K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 5,251 | 299.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| LoCorr Dynamic Opportunity Fund LoCorr Investment Trust | 5,209 | 296.9K $ | 0.99 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 5,154 | 293.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 5,130 | 292.4K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 4,971 | 283.3K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 4,654 | 265.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 4,643 | 264.7K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 4,596 | 272.8K $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 4,589 | 261.6K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 4,576 | 271.6K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 4,499 | 267.1K $ | 1.13 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 4,116 | 268K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| CHANNING INTRINSIC VALUE SMALL-CAP FUND Valued Advisers Trust | 4,074 | 265.3K $ | 2.41 % | as of Apr 30, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 3,935 | 224.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 3,694 | 210.6K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| CRM ALL CAP VALUE FUND CRM Mutual Fund Trust | 3,681 | 239.7K $ | 1.22 % | as of Apr 30, 2026 ↗ |
| Columbia Global Opportunities Fund Columbia Funds Series Trust II | 3,665 | 238.7K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust | 3,484 | 198.6K $ | 3.43 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 3,400 | 193.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 3,257 | 212.1K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 3,222 | 191.3K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,102 | 202K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,920 | 173.3K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 2,856 | 186K $ | 0.24 % | as of Apr 30, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 2,854 | 162.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 2,797 | 159.4K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 2,697 | 160.1K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 2,659 | 173.2K $ | 0.21 % | as of Apr 30, 2026 ↗ |
| First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 2,626 | 149.7K $ | 0.67 % | as of Mar 31, 2026 ↗ |
| Gabelli SRI Fund, Inc. Gabelli SRI Fund, Inc. | 2,600 | 148.2K $ | 0.71 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 2,474 | 141K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Monteagle Opportunity Equity Fund Monteagle Funds | 2,464 | 146.3K $ | 0.88 % | as of Feb 28, 2026 ↗ |
| Harbor Active Small Cap ETF Harbor ETF Trust | 2,450 | 159.5K $ | 1.15 % | as of Apr 30, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 2,420 | 143.7K $ | 0.27 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,368 | 135K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,351 | 134K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,335 | 138.6K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,278 | 129.8K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 2,214 | 126.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 2,109 | 125.2K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. | 2,079 | 118.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,060 | 122.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,051 | 133.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 2,000 | 114K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 2,000 | 114K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust | 1,973 | 112.5K $ | 0.47 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,942 | 126.5K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 1,935 | 110.3K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,929 | 110K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,778 | 101.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,771 | 100.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Mid Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents | 1,764 | 100.5K $ | 2.25 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,761 | 114.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,752 | 104K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,740 | 99.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,724 | 98.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Royce SMid-Cap Total Return Fund ROYCE FUND | 1,715 | 97.8K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,603 | 91.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 1,567 | 89.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 1,557 | 88.7K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,353 | 77.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Core Dividend ETF iShares Trust | 1,345 | 87.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 | 1,195 | 77.8K $ | 0.63 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,152 | 65.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 1,009 | 57.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST | 884 | 52.5K $ | 0.74 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 877 | 50K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 861 | 49.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 842 | 48K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 839 | 54.6K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 830 | 47.3K $ | 0.48 % | as of Mar 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 | 4.38 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Kayne Anderson Rudnick Investment Management, LLC | 7.90 % | 5,778,143 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 6.39 % | 4,693,308 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.28 % | 3,880,626 | as of Mar 31, 2026 · SCHEDULE 13G |
| Wasatch Advisors LP | 5.10 % | 3,742,624 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Moelis & Co". https://titelia.com/en/stocks/moelis-co-US60786M1053