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 | |
|---|---|---|---|---|
| SMALL-CAP GROWTH PROFUND ProFunds | 410 | 27.5K $ | 0.33 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 406 | 26.6K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 370 | 24.2K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 353 | 23.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 332 | 21.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 325 | 21.8K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 310 | 20.3K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 288 | 19.3K $ | 0.18 % | as of Jul 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 263 | 17.6K $ | 0.22 % | as of Jul 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 203 | 13.3K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 187 | 12.2K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust | 182 | 12.2K $ | 0.16 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 126 | 8.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 125 | 8.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| YieldMax(R) U.S. Stocks Target Double Distribution ETF Tidal Trust II | 123 | 8.3K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 112 | 7.3K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| First Eagle Small Cap Equity ETF First Eagle ETF Trust | 80 | 5.4K $ | 0.28 % | as of Jul 31, 2026 ↗ |
| Corgi NYC Based ETF Corgi ETF Trust I | 72 | 4.7K $ | 0.40 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 69 | 4.6K $ | 0.02 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 64 | 4.3K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 30 | 2K $ | 0.01 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 22 | 1.5K $ | 0.13 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 21 | 1.4K $ | 0.02 % | as of Jun 30, 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