Scheda del titolo · trimestre archiviato
MC
Moelis & Company · Financial Services · Financial - Capital Markets
116Holder monitorati
-2Δ titolari
53.30MQuote detenute
$3.03BValore dichiarato
+8Nuove posizioni
−11Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori -1.7% ·
flusso azionario +1.2% ·
nuove posizioni nette -2.6%
— formula
Accumulo concentrato — azioni in aumento tra un minor numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 2 | Kayne Anderson Rudnick Investment… | 5.78M | -4.2% | $329.33M | 1.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Vanguard Capital Management Llc | 3.32M | — | $188.96M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passivo) | 2.92M | +2.3% | $166.50M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Charles Schwab Investment… | 2.70M | -15.4% | $154.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passivo) | 2.17M | +4.0% | $123.67M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 2.15M | -19.8% | $122.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 8 | HighTower Advisors, LLC | 1.79M | +28.8% | $101.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 1.76M | -6.5% | $100.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Dimensional Fund Advisors Lp | 1.28M | +5.0% | $72.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Jones Financial Companies Lllp | 1.29M | +55574.7% | $70.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Nomura Asset Management… | 1.19M | Nuovo | $68.05M | 0.1% | New | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.18M | +14.8% | $64.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 14 | Fisher Asset Management ✦ | 1.03M | +125.1% | $58.63M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 16 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 17 | Wells Fargo & Company/Mn | 927.73K | -1.4% | $52.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Northern Trust Corp | 810.47K | +3.0% | $46.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 19 | Jennison Associates Llc | 792.62K | -15.3% | $45.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Capital World Investors ✦ | 719.00K | 0.0% | $40.98M | 0.0% | Held | 8 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 693.81K | +0.9% | $39.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 22 | Royal Bank Of Canada | 649.72K | +43.1% | $37.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 23 | Manufacturers Life Insurance… | 566.15K | -0.9% | $32.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | UBS Group AG | 470.99K | -24.6% | $26.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Raymond James Financial Inc | 463.51K | +6.4% | $26.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Envestnet Asset Management Inc | 387.66K | +13.7% | $22.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | New York State Common Retirement… | 370.22K | +239.7% | $21.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Voya Investment Management Llc | 367.94K | -21.5% | $20.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Principal Financial Group Inc | 361.86K | +2.3% | $20.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | AQR Capital Management ✦ | 348.38K | +48.8% | $19.86M | 0.0% | ▲ Add | 6 | SEC ↗ ×7 |
| 31 | Sei Investments Co | 326.36K | -2.1% | $18.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Deutsche Bank Ag\ | 302.27K | +19.5% | $17.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Canada Pension Plan Investment Board | 285.40K | -11.3% | $16.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 283.53K | -25.7% | $15.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Arrowstreet Capital ✦ | 273.95K | Nuovo | $15.62M | 0.0% | New | 1 | SEC ↗ |
| 36 | Millennium Management ✦ | 248.16K | +182.5% | $14.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | T. Rowe Price ✦ | 237.32K | -71.3% | $13.53M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 38 | Renaissance Technologies ✦ | 219.50K | -25.8% | $12.51M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 39 | Rhumbline Advisers | 206.17K | +4.0% | $11.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Invesco Ltd. | 205.54K | +6.3% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 41 | Nuveen, LLC | 200.48K | -6.1% | $11.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Legal & General Group Plc | 186.12K | -6.8% | $10.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | Stifel Financial Corp | 168.78K | +26.5% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Bamco Inc /Ny/ | 163.20K | -68.2% | $9.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 154.57K | -17.7% | $8.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 46 | Swiss National Bank | 146.40K | 0.0% | $8.34M | 0.0% | Held | 2 | SEC ↗ |
| 47 | Artisan Partners Limited Partnership | 128.40K | -62.7% | $7.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 124.94K | +1.9% | $7.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 49 | Tudor Investment Corp Et Al | 117.40K | -43.5% | $6.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Alliancebernstein L.P. | 96.27K | +8.6% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Victory Capital Management Inc | 113.45K | +27.4% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 88.35K | +156.0% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | California State Teachers… | 87.89K | +24.7% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 87.53K | +203.6% | $4.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | First Trust Advisors Lp | 84.17K | -4.0% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Federated Hermes, Inc. | 81.27K | +11.6% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Prudential Financial Inc | 75.75K | +7.1% | $4.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | First Eagle Investment Management… | 75.10K | -5.3% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | American Century Companies Inc | 73.22K | +182.0% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | LPL Financial LLC | 65.79K | +4.4% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Citadel Advisors ✦ | 62.91K | -66.6% | $3.59M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 62 | Universal- Beteiligungs- und… | 62.70K | +175.2% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Bnp Paribas Financial Markets | 56.58K | +73.8% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Corient Private Wealth LP | 57.62K | +104.8% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Mirae Asset Global Investments Co.… | 51.79K | -22.6% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Susquehanna International Group, Llp | 50.80K | +316.4% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 67 | Barclays Plc | 49.59K | -62.1% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 68 | Hsbc Holdings Plc | 48.91K | +24.0% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Neuberger Berman Group LLC | 46.31K | -2.2% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Qube Research & Technologies Ltd | 42.69K | Nuovo | $2.43M | 0.0% | New | 1 | SEC ↗ |
| 71 | Two Sigma Investments ✦ | 42.00K | Nuovo | $2.39M | 0.0% | New | 1 | SEC ↗ |
| 72 | Fifth Third Bancorp | 38.95K | +9022.5% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Tidal Investments LLC | 36.58K | +7.9% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Marshall Wace ✦ | 35.85K | Nuovo | $2.04M | 0.0% | New | 1 | SEC ↗ ×2 |
| 75 | Janus Henderson Group Plc | 34.63K | 0.0% | $1.97M | 0.0% | Held | 2 | SEC ↗ |
| 76 | Man Group plc | 33.89K | -5.6% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Zurcher Kantonalbank (Zurich… | 32.27K | -3.8% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 28.19K | -0.1% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 79 | Mariner, LLC | 25.73K | +70.2% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Ensign Peak Advisors, Inc | 23.54K | -12.1% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Cerity Partners LLC | 22.15K | +5.2% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 82 | Peak6 Llc | 21.30K | Nuovo | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 83 | State Board Of Administration Of… | 19.01K | 0.0% | $1.08M | 0.0% | Held | 2 | SEC ↗ |
| 84 | Mercer Global Advisors Inc /Adv | 18.20K | +21.6% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Cwm, Llc | 16.97K | +19.6% | $967,468 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Captrust Financial Advisors | 13.58K | +19.5% | $774,083 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Franklin Resources Inc | 13.07K | +14.6% | $744,762 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 88 | Cetera Investment Advisers | 12.63K | +4.0% | $720,212 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Us Bancorp \De\ | 12.48K | +19.1% | $711,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Citigroup Inc | 12.41K | -72.3% | $707,199 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 91 | Pictet Asset Management Holding SA | 12.22K | +6.1% | $696,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | ProShare Advisors LLC | 11.56K | -19.9% | $659,034 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 9.94K | +29.5% | $566,380 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 94 | Truist Financial Corp | 9.92K | -5.2% | $565,377 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 95 | Creative Planning | 9.71K | +27.0% | $553,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Capstone Investment Advisors, Llc | 8.44K | +120.4% | $480,852 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Focus Partners Wealth | 7.79K | +55.0% | $448,104 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Osaic Holdings, Inc. | 7.78K | -8.6% | $443,559 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 99 | Aviva Plc | 7.70K | +3.0% | $438,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Healthcare Of Ontario Pension Plan… | 7.49K | Nuovo | $427,158 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Nomura Asset Management… | $68.05M | 0.1% |
| Arrowstreet Capital | $15.62M | 0.0% |
| Qube Research & Technologies… | $2.43M | 0.0% |
| Two Sigma Investments | $2.39M | 0.0% |
| Marshall Wace | $2.04M | 0.0% |
| Peak6 Llc | $1.21M | 0.0% |
| Healthcare Of Ontario Pension… | $427,158 | 0.0% |
Uscito
| Balyasny Asset Management L.P. | $60.86M | era 0.1% |
| Norges Bank | $42.92M | era 0.0% |
| Adage Capital Partners | $16.49M | era 0.0% |
| Assenagon Asset Management… | $12.52M | era 0.0% |
| D. E. Shaw & Co. | $9.24M | era 0.0% |
| Holocene Advisors, LP | $5.03M | era 0.0% |
| Squarepoint Ops LLC | $784,805 | era 0.0% |
| Mackenzie Financial Corp | $381,423 | era 0.0% |
| Brown Advisory Inc | $214,595 | era 0.0% |
| Hrt Financial Lp | $206,000 | era 0.0% |
| Danske Bank A/S | $6,874 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 399 detentori, 78.92M azioni, $4.36B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.
Vendite sul mercato aperto (S)
Aug 27
Shropshire Kenneth
Director · 1.88K az. · $129,902
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
Jul 16
SC 13G/A — WASATCH ADVISORS LP
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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