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 | |
|---|---|---|---|---|
| ProShares Ultra SmallCap600 ProShares Trust | 811 | 48.1K $ | 0.19 % | as of Feb 28, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 802 | 45.7K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 766 | 43.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 700 | 41.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Artisan Value Income Fund Artisan Partners Funds Inc. | 685 | 39K $ | 0.47 % | as of Mar 31, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 653 | 37.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 584 | 33.3K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 571 | 32.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 543 | 31K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 461 | 26.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 408 | 26.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 402 | 22.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 368 | 21K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 364 | 20.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 353 | 20.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 332 | 18.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 290 | 18.9K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 249 | 14.2K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 240 | 13.7K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 228 | 14.8K $ | 0.32 % | as of Apr 30, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 218 | 14.2K $ | 0.23 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 216 | 14.1K $ | 0.18 % | as of Apr 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 200 | 13K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 188 | 10.7K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 168 | 9.6K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 151 | 9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 136 | 8.9K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 131 | 7.5K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 125 | 8.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 100 | 5.7K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 97 | 5.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 76 | 4.5K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Yieldmax U.S.Stocks Target Double Distribution ETF Tidal Trust II | 74 | 4.8K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 24 | 1.4K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 20 | 1.1K $ | 0.04 % | 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