MC Institutional Ownership
Who owns Moelis & Co and what the big funds did with it last quarter, from every SEC 13F filing. 397 funds reported holding MC at Jun 30, 2026.
- ●209 buying vs 186 selling
- ●Shares held by funds +0.4%
- ▼Funds holding -8
- ▲Superinvestors: 2 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 397 | 405 | −2.0% |
| In funds' top 10 | 3 | 3 | 0.0% |
| 13F shares | 80.4M | 80.1M | +0.4% |
| Held by funds | – | – | – |
| New positions | 51 | 56 | −8.9% |
| Increased | 158 | 159 | −0.6% |
| Reduced | 130 | 131 | −0.8% |
| Sold out | 56 | 57 | −1.8% |
| Calls (shares) | 80K | 0 | – |
| Puts (shares) | 400 | 0 | – |
| Put/call ratio | 0.00 | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in MC
All superinvestors →
Who owns MC
share of fund held shares- Index and passive funds35.8%
- Active managers and hedge funds44.1%
- Banks and brokers16.8%
- Pensions, insurers and other3.3%
The top 10 holders own 48.6% of all MC shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
98 funds changed their position- Wasatch Advisors LPTrimmed−913K sh
- Fort Washington Investment Advisors Inc /oh/Added+92K sh
- Channing Capital Management, LLCTrimmed−57K sh
- Alps Advisors IncTrimmed−42K sh
- Y-Intercept (Hong Kong) LtdSold out−36K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | – | 9.1M | $593M | +256K |
| 2 | Kayne Anderson Rudnick Investment Management LLC | – | 5.4M | $354M | −365K |
| 3 | Vanguard Portfolio Management LLC | – | 4.5M | $294M | −141K |
| 4 | Vanguard Capital Management LLC | – | 3.4M | $219M | +36K |
| 5 | Wasatch Advisors LP | – | 3.2M | $212M | −496K |
| 6 | State Street Corp | – | 3M | $199M | +124K |
| 7 | Charles Schwab Investment Management Inc | – | 3M | $193M | +252K |
| 8 | London Co of Virginia | – | 2.8M | $183M | −113K |
| 9 | Geode Capital Management, LLC | – | 2.4M | $154M | +190K |
| 10 | Ameriprise Financial Inc | – | 2.3M | $153M | +198K |
- Citadel Advisors LLC+656K sh+$42.9M
- Junto Capital Management LP+482K sh+$31.5M
- Norges Bank+433K sh+$28.3M
- Freestone Grove Partners LP+415K sh+$27.1M
- Jones Financial Companies Lllp+419K sh+$27M
- Natixis Advisors, LLC+369K sh+$24.1M
- BlackRock, Inc.+256K sh+$16.7M
- Charles Schwab Investment Management Inc+252K sh+$16.5M
- Capital World Investors−719K sh−$41M
- Wasatch Advisors LP−496K sh−$32.5M
- Goldman Sachs Group Inc−488K sh−$31.9M
- Jpmorgan Chase & Co−386K sh−$24.4M
- Kayne Anderson Rudnick Investment Management LLC−365K sh−$23.9M
- Voya Investment Management LLC−323K sh−$21.1M
- Arrowstreet Capital, Limited Partnership−274K sh−$15.6M
- Millennium Management LLC−221K sh−$14.4M
MC institutional ownership FAQ
Who owns the most MC stock?
In Q2 2026 13F filings the largest holder of MC was BlackRock, Inc., followed by Kayne Anderson Rudnick Investment Management LLC and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of MC is owned by institutions?
397 funds reported holding 80.4M MC shares at Jun 30, 2026.
Are hedge funds buying MC?
In Q2 2026, 209 funds bought MC (51 of them new positions) and 186 sold (56 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for MC is neutral.
What is MC's institutional put/call ratio?
Funds reported $26K of MC puts against $5.3M of calls, a put/call ratio of 0.00. Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this MC ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.