Security record · archived quarter
MC
Moelis & Company · Financial Services · Financial - Capital Markets
118Tracked holders
+1Δ holders
58.50MShares held
$4.02BReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +0.9% ·
share flow -1.1% ·
net new positions +1.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | -7 | 50.84M | $3.32B | +5 | −14 |
| 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 | — | −4 |
| Q1 2025 | 16 | +4 | 8.72M | $508.74M | +4 | — |
| Q4 2024 | 12 | +2 | 7.88M | $582.54M | +2 | — |
| Q3 2024 | 9 | +1 | 4.65M | $318.28M | +2 | −1 |
| Q2 2024 | 8 | — | 3.18M | $180.99M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.81M | -0.1% | $605.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (passive) | 8.51M | -2.6% | $584.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Kayne Anderson Rudnick Investment… | 6.03M | — | $414.76M | 1.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | Charles Schwab Investment… | 3.19M | — | $219.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 2.86M | -1.0% | $196.35M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 2.68M | — | $184.10M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 7 | Geode Capital Management ✦ (passive) | 2.09M | +0.1% | $143.38M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 1.88M | +5.0% | $129.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | HighTower Advisors, LLC | 1.39M | — | $95.25M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 1.22M | — | $83.64M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | JPMorgan Chase ✦ | 1.03M | -46.7% | $70.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 12 | Bank of New York Mellon Corp | 1.00M | — | $69.07M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 13 | Wells Fargo & Company/Mn | 940.91K | — | $64.68M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Jennison Associates Llc | 935.53K | — | $64.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Balyasny Asset Management L.P. | 885.32K | — | $60.86M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 825.72K | +9.9% | $56.76M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 17 | Morgan Stanley ✦ | 813.21K | -2.9% | $55.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 18 | Northern Trust Corp | 786.70K | — | $54.08M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 19 | Capital World Investors ✦ | 719.00K | 0.0% | $49.42M | 0.0% | Held | 7 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 687.70K | — | $47.27M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 21 | UBS Group AG | 624.41K | — | $42.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | Norges Bank ✦ (passive) | 624.37K | New | $42.92M | 0.0% | New | 1 | SEC ↗ |
| 23 | Manufacturers Life Insurance… | 571.17K | — | $39.26M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bamco Inc /Ny/ | 513.20K | — | $35.28M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Voya Investment Management Llc | 468.55K | — | $32.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Fisher Asset Management ✦ | 456.89K | -7.0% | $31.41M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | Royal Bank Of Canada | 453.97K | — | $31.21M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 28 | Raymond James Financial Inc | 435.80K | — | $29.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Wealth Enhancement Advisory… | 381.46K | — | $29.22M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Principal Financial Group Inc | 353.87K | — | $24.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Artisan Partners Limited Partnership | 344.00K | — | $23.65M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 340.86K | — | $23.43M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Sei Investments Co | 333.32K | — | $22.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Canada Pension Plan Investment Board | 321.80K | — | $22.12M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 295.94K | -19.9% | $20.34M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 36 | Deutsche Bank Ag\ | 252.89K | — | $17.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Adage Capital Partners ✦ | 239.90K | New | $16.49M | 0.0% | New | 1 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 234.20K | +25.2% | $16.10M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 39 | Nuveen, LLC | 213.60K | — | $14.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Tudor Investment Corp Et Al | 207.88K | — | $14.29M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Legal & General Group Plc | 199.66K | — | $13.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Rhumbline Advisers | 198.19K | — | $13.62M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Invesco Ltd. | 193.39K | — | $13.29M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 44 | Citadel Advisors ✦ | 188.21K | +282.0% | $12.94M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 45 | UBS AM, a distinct business unit of… | 187.81K | — | $12.91M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 46 | Assenagon Asset Management S.A. | 182.15K | — | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Swiss National Bank | 146.40K | — | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | D. E. Shaw & Co. ✦ | 134.41K | New | $9.24M | 0.0% | New | 1 | SEC ↗ |
| 49 | Stifel Financial Corp | 133.47K | — | $9.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Barclays Plc | 130.96K | — | $9.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Fidelity (FMR) ✦ | 122.64K | -13.2% | $8.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 52 | New York State Common Retirement… | 108.98K | — | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Victory Capital Management Inc | 89.08K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Alliancebernstein L.P. | 88.67K | — | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Millennium Management ✦ | 87.84K | +2.5% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | First Trust Advisors Lp | 87.67K | — | $6.03M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | First Eagle Investment Management… | 79.30K | — | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Holocene Advisors, LP | 73.19K | — | $5.03M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Federated Hermes, Inc. | 72.84K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Prudential Financial Inc | 70.72K | — | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | California State Teachers… | 70.48K | — | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Mirae Asset Global Investments Co.… | 66.90K | — | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | LPL Financial LLC | 63.00K | — | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Neuberger Berman Group LLC | 47.37K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Citigroup Inc | 44.72K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 66 | Hsbc Holdings Plc | 39.45K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 67 | Man Group plc | 35.91K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Janus Henderson Group Plc | 34.63K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 34.52K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Tidal Investments LLC | 33.90K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 33.55K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bnp Paribas Financial Markets | 32.55K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Quantinno Capital Management LP | 28.84K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 28.21K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 75 | Corient Private Wealth LP | 28.14K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 76 | Ensign Peak Advisors, Inc | 26.78K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | American Century Companies Inc | 25.96K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Universal- Beteiligungs- und… | 22.78K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Cerity Partners LLC | 21.06K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 80 | State Board Of Administration Of… | 19.01K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Mariner, LLC | 15.12K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mercer Global Advisors Inc /Adv | 14.96K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | ProShare Advisors LLC | 14.44K | — | $992,261 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Cwm, Llc | 14.19K | — | $975,000 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Susquehanna International Group, Llp | 12.20K | — | $838,697 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Cetera Investment Advisers | 12.15K | — | $834,956 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 11.52K | — | $791,541 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Squarepoint Ops LLC | 11.42K | — | $784,805 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Franklin Resources Inc | 11.40K | — | $783,635 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 90 | Captrust Financial Advisors | 11.37K | — | $781,436 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Us Bancorp \De\ | 10.48K | — | $720,326 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 92 | Truist Financial Corp | 10.46K | — | $718,955 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 93 | Osaic Holdings, Inc. | 8.52K | — | $585,470 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Pnc Financial Services Group, Inc. | 7.67K | — | $527,272 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 95 | Creative Planning | 7.65K | — | $525,799 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Commonwealth Equity Services, Llc | 7.58K | — | $520,960 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Aviva Plc | 7.47K | — | $513,488 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Mml Investors Services, Llc | 6.85K | — | $470,912 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | GAMCO Investors ✦ | 6.00K | 0.0% | $412,440 | 0.0% | Held | 4 | SEC ↗ |
| 100 | Mackenzie Financial Corp | 5.42K | — | $381,423 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $42.92M | 0.0% |
| Adage Capital Partners | $16.49M | 0.0% |
| D. E. Shaw & Co. | $9.24M | 0.0% |
Exited
| Two Sigma Investments | $3.09M | was 0.0% |
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.
Frequently co-owned
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)
Aug 27
Shropshire Kenneth
Director · 1.88K sh · $129,902
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Jul 16
SC 13G/A — WASATCH ADVISORS LP
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API