MC
Moelis & Company · Financial Services · Financial - Capital Markets
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +10.6% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 286.33K | $16.11M | n/a | n/a |
| Q2 2026 | 106 | -8 | 52.79M | $3.45B | +5 | −12 |
| Q1 2026 | 116 | -2 | 53.30M | $3.03B | +8 | −11 |
| Q4 2025 | 118 | +1 | 58.50M | $4.02B | +3 | −1 |
| Q3 2025 | 17 | 0 | 29.92M | $2.13B | +1 | −2 |
| Q2 2025 | 15 | -4 | 26.54M | $1.65B | n/a | −4 |
| Q1 2025 | 16 | +4 | 8.72M | $508.74M | +4 | n/a |
| Q4 2024 | 12 | +2 | 7.88M | $582.54M | +2 | n/a |
| Q3 2024 | 9 | +1 | 4.65M | $318.28M | +2 | −1 |
| Q2 2024 | 8 | n/a | 3.18M | $180.99M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 2.77M | -3.0% | $161.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.63M | +2.7% | $95.07M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Citadel Advisors ✦ | 1.10M | -15.5% | $64.33M | 0.1% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Capital World Investors ✦ | 719.00K | 0.0% | $41.96M | 0.0% | Held | 4 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 565.24K | -20.6% | $32.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 493.36K | +236.9% | $28.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Millennium Management ✦ | 465.68K | +311.4% | $27.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Fisher Asset Management ✦ | 353.47K | +60.1% | $20.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 193.47K | +405.1% | $11.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Point72 Asset Management ✦ | 126.69K | New | $7.39M | 0.0% | New | 1 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 116.34K | +53.3% | $6.79M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | Arrowstreet Capital ✦ | 78.63K | +17.8% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 48.73K | +14.3% | $2.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 30.50K | New | $1.78M | 0.0% | New | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 15.54K | New | $907,089 | 0.0% | New | 1 | SEC ↗ |
| 16 | GAMCO Investors ✦ | 6.00K | New | $350,160 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $7.39M | 0.0% |
| Two Sigma Investments | $1.78M | 0.0% |
| Marshall Wace | $907,089 | 0.0% |
| GAMCO Investors | $350,160 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 399 holders, 78.92M shares, $4.36B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 1.88K sh · $129,902
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology