Ficha del valor · trimestre archivado
MC
Moelis & Company · Financial Services · Financial - Capital Markets
118Tenedores rastreados
+1Δ titulares
58.50MAcciones mantenidas
$4.02BValor declarado
+3Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +0.9% ·
flujo de acciones -1.1% ·
nuevas posiciones netas +1.7%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 8.81M | -0.1% | $605.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (pasivo) | 8.51M | -2.6% | $584.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Kayne Anderson Rudnick Investment… | 6.03M | n/a | $414.76M | 1.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | Charles Schwab Investment… | 3.19M | n/a | $219.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 2.86M | -1.0% | $196.35M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 2.68M | n/a | $184.10M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 7 | Geode Capital Management ✦ (pasivo) | 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 | n/a | $95.25M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 1.22M | n/a | $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 | n/a | $69.07M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 13 | Wells Fargo & Company/Mn | 940.91K | n/a | $64.68M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Jennison Associates Llc | 935.53K | n/a | $64.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Balyasny Asset Management L.P. | 885.32K | n/a | $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 | n/a | $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 | n/a | $47.27M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 21 | UBS Group AG | 624.41K | n/a | $42.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | Norges Bank ✦ (pasivo) | 624.37K | Nuevo | $42.92M | 0.0% | New | 1 | SEC ↗ |
| 23 | Manufacturers Life Insurance… | 571.17K | n/a | $39.26M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bamco Inc /Ny/ | 513.20K | n/a | $35.28M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Voya Investment Management Llc | 468.55K | n/a | $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 | n/a | $31.21M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 28 | Raymond James Financial Inc | 435.80K | n/a | $29.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Wealth Enhancement Advisory… | 381.46K | n/a | $29.22M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Principal Financial Group Inc | 353.87K | n/a | $24.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Artisan Partners Limited Partnership | 344.00K | n/a | $23.65M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 340.86K | n/a | $23.43M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Sei Investments Co | 333.32K | n/a | $22.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Canada Pension Plan Investment Board | 321.80K | n/a | $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 | n/a | $17.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Adage Capital Partners ✦ | 239.90K | Nuevo | $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 | n/a | $14.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Tudor Investment Corp Et Al | 207.88K | n/a | $14.29M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Legal & General Group Plc | 199.66K | n/a | $13.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Rhumbline Advisers | 198.19K | n/a | $13.62M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Invesco Ltd. | 193.39K | n/a | $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 | n/a | $12.91M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 46 | Assenagon Asset Management S.A. | 182.15K | n/a | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Swiss National Bank | 146.40K | n/a | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | D. E. Shaw & Co. ✦ | 134.41K | Nuevo | $9.24M | 0.0% | New | 1 | SEC ↗ |
| 49 | Stifel Financial Corp | 133.47K | n/a | $9.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Barclays Plc | 130.96K | n/a | $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 | n/a | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Victory Capital Management Inc | 89.08K | n/a | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Alliancebernstein L.P. | 88.67K | n/a | $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 | n/a | $6.03M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | First Eagle Investment Management… | 79.30K | n/a | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Holocene Advisors, LP | 73.19K | n/a | $5.03M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Federated Hermes, Inc. | 72.84K | n/a | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Prudential Financial Inc | 70.72K | n/a | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | California State Teachers… | 70.48K | n/a | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Mirae Asset Global Investments Co.… | 66.90K | n/a | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | LPL Financial LLC | 63.00K | n/a | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Neuberger Berman Group LLC | 47.37K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Citigroup Inc | 44.72K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 66 | Hsbc Holdings Plc | 39.45K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 67 | Man Group plc | 35.91K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Janus Henderson Group Plc | 34.63K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 34.52K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Tidal Investments LLC | 33.90K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 33.55K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bnp Paribas Financial Markets | 32.55K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Quantinno Capital Management LP | 28.84K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 28.21K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 75 | Corient Private Wealth LP | 28.14K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 76 | Ensign Peak Advisors, Inc | 26.78K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | American Century Companies Inc | 25.96K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Universal- Beteiligungs- und… | 22.78K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Cerity Partners LLC | 21.06K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 80 | State Board Of Administration Of… | 19.01K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Mariner, LLC | 15.12K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mercer Global Advisors Inc /Adv | 14.96K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | ProShare Advisors LLC | 14.44K | n/a | $992,261 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Cwm, Llc | 14.19K | n/a | $975,000 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Susquehanna International Group, Llp | 12.20K | n/a | $838,697 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Cetera Investment Advisers | 12.15K | n/a | $834,956 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 11.52K | n/a | $791,541 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Squarepoint Ops LLC | 11.42K | n/a | $784,805 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Franklin Resources Inc | 11.40K | n/a | $783,635 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 90 | Captrust Financial Advisors | 11.37K | n/a | $781,436 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Us Bancorp \De\ | 10.48K | n/a | $720,326 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 92 | Truist Financial Corp | 10.46K | n/a | $718,955 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 93 | Osaic Holdings, Inc. | 8.52K | n/a | $585,470 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Pnc Financial Services Group, Inc. | 7.67K | n/a | $527,272 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 95 | Creative Planning | 7.65K | n/a | $525,799 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Commonwealth Equity Services, Llc | 7.58K | n/a | $520,960 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Aviva Plc | 7.47K | n/a | $513,488 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Mml Investors Services, Llc | 6.85K | n/a | $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 | n/a | $381,423 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Norges Bank | $42.92M | 0.0% |
| Adage Capital Partners | $16.49M | 0.0% |
| D. E. Shaw & Co. | $9.24M | 0.0% |
Posición cerrada
| Two Sigma Investments | $3.09M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 399 tenedores, 78.92M acciones, $4.36B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Aug 27
Shropshire Kenneth
Director · 1.88K acc. · $129,902
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Jul 16
SC 13G/A: WASATCH ADVISORS LP
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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