Overview Financials News + Filings Key Docs Charts Ownership Insiders
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Moelis & Co (MC)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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VANGUARD GROUP INC
| 7,759,037 | 1,280,047 | 351,794,738,000 | 0.01 | |
Hist
| 06/30/2023 |
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BlackRock Inc.
| 6,239,113 | 870,362 | 282,881,385,000 | 0.01 | |
Hist
| 06/30/2023 |
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WASATCH ADVISORS LP
| 4,536,937 | 614,890 | 174,399,858,000 | 1.09 | |
Hist
| 03/31/2023 |
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LONDON CO OF VIRGINIA
| 3,421,642 | -134,417 | 155,137,238,000 | 0.88 | |
Hist
| 06/30/2023 |
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TIMUCUAN ASSET MANAGEMENT INC/FL
| 3,068,706 | 478,338 | 139,135,113,000 | 5.47 | 4.47 |
Hist
| 06/30/2023 |
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STATE STREET CORP
| 2,402,137 | 1,077,722 | 108,912,892,000 | 0.01 | |
Hist
| 06/30/2023 |
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ALLIANCEBERNSTEIN L.P.
| 2,330,263 | -143,033 | 105,654,124,000 | 0.04 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| 1,869,404 | -435,120 | 84,758,777,000 | 0.01 | 2.72 |
Hist
| 06/30/2023 |
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Heard Capital LLC
| 1,832,335 | 77,596 | 83,078,069,000 | 6.31 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 1,509,370 | 473,989 | 68,434,857,000 | 0.02 | 2.20 |
Hist
| 06/30/2023 |
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GEODE CAPITAL MANAGEMENT, LLC
| 1,385,338 | 78,791 | 62,811,239,000 | 0.01 | |
Hist
| 06/30/2023 |
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DIMENSIONAL FUND ADVISORS LP
| 1,229,460 | 192,570 | 55,747,008,000 | 0.02 | |
Hist
| 06/30/2023 |
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Artisan Partners Limited Partnership
| 1,156,852 | -55,214 | 52,451,670,000 | 0.08 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 1,101,666 | 17,436 | 49,949,488,000 | 0.01 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 1,076,460 | 437,440 | 48,791,000,000 | 0.10 | |
Hist
| 06/30/2023 |
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Bank of New York Mellon Corp
| 938,988 | 260,640 | 42,573,716,000 | 0.01 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 878,283 | 59,623 | 39,821,388,000 | 0.00 | |
Hist
| 06/30/2023 |
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PRINCIPAL FINANCIAL GROUP INC
| 809,718 | 389,218 | 36,712,608,000 | 0.03 | |
Hist
| 06/30/2023 |
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Capital World Investors
| 719,000 | 0 | 32,599,460,000 | 0.01 | |
Hist
| 06/30/2023 |
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NORTHERN TRUST CORP
| 698,865 | 76,782 | 31,686,539,000 | 0.01 | 1.02 |
Hist
| 06/30/2023 |
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BAMCO INC /NY/
| 596,430 | 0 | 27,042,136,000 | 0.07 | |
Hist
| 06/30/2023 |
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CRAMER ROSENTHAL MCGLYNN LLC
| 561,563 | 561,563 | 25,461,266,000 | 1.27 | 0.82 |
Hist
| 06/30/2023 |
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EMERALD ADVISERS, LLC
| 633,983 | -143,122 | 24,370,307,000 | 1.17 | 0.92 |
Hist
| 03/31/2023 |
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BANK OF AMERICA CORP /DE/
| 486,760 | -83,207 | 22,069,699,000 | 0.00 | |
Hist
| 06/30/2023 |
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Tributary Capital Management, LLC
| 439,803 | 10,976 | 19,940,685,000 | 1.79 | 0.64 |
Hist
| 06/30/2023 |
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EMERALD MUTUAL FUND ADVISERS TRUST
| 380,711 | -142,010 | 17,261,437,000 | 0.94 | 0.55 |
Hist
| 06/30/2023 |
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ROYCE & ASSOCIATES LP
| 370,331 | -77,502 | 16,790,808,000 | 0.16 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 341,311 | 143,225 | 15,476,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 386,474 | 284,157 | 14,829,019,000 | 0.01 | |
Hist
| 12/31/2022 |
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Invesco Ltd.
| 313,577 | 65,979 | 14,217,581,000 | 0.00 | |
Hist
| 06/30/2023 |
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JANE STREET GROUP, LLC
| 308,007 | 287,860 | 13,965,038,000 | 0.00 | |
Hist
| 06/30/2023 |
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CAPITAL MANAGEMENT CORP /VA
| 274,544 | -112,395 | 12,447,822,000 | 2.66 | |
Hist
| 06/30/2023 |
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VICTORY CAPITAL MANAGEMENT INC
| 268,010 | -4,435 | 12,151,573,000 | 0.01 | 0.39 |
Hist
| 06/30/2023 |
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SEI INVESTMENTS CO
| 263,554 | -3,602 | 11,949,534,000 | 0.02 | |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| 274,024 | 58,355 | 10,533,482,000 | 0.00 | 0.40 |
Hist
| 03/31/2023 |
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