Security record · archived quarter
MC
Moelis & Company · Financial Services · Financial - Capital Markets
116Tracked holders
-2Δ holders
53.30MShares held
$3.03BReported value
+8New positions
−11Exits
Momentum inputs (comparable managers):
holder breadth -1.7% ·
share flow +1.2% ·
net new positions -2.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Kayne Anderson Rudnick Investment… | 5.78M | -4.2% | $329.33M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Kayne Anderson Rudnick Investment… | 5.78M | -4.2% | $329.33M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Vanguard Capital Management Llc | 3.32M | — | $188.96M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passive) | 2.92M | +2.3% | $166.50M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Charles Schwab Investment… | 2.70M | -15.4% | $154.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passive) | 2.17M | +4.0% | $123.67M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 2.17M | +4.0% | $123.67M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 2.15M | -19.8% | $122.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 2.15M | -19.8% | $122.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 2.15M | -19.8% | $122.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 2.15M | -19.8% | $122.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 2.15M | -19.8% | $122.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 2.15M | -19.8% | $122.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 1.79M | +28.8% | $101.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 1.76M | -6.5% | $100.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 1.76M | -6.5% | $100.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 1.76M | -6.5% | $100.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Dimensional Fund Advisors Lp | 1.28M | +5.0% | $72.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Dimensional Fund Advisors Lp | 1.28M | +5.0% | $72.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Dimensional Fund Advisors Lp | 1.28M | +5.0% | $72.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Dimensional Fund Advisors Lp | 1.28M | +5.0% | $72.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Dimensional Fund Advisors Lp | 1.28M | +5.0% | $72.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 1.29M | +55574.7% | $70.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 1.29M | +55574.7% | $70.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Nomura Asset Management… | 1.19M | New | $68.05M | 0.1% | New | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.18M | +14.8% | $64.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.18M | +14.8% | $64.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.18M | +14.8% | $64.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.18M | +14.8% | $64.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.18M | +14.8% | $64.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.18M | +14.8% | $64.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.18M | +14.8% | $64.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Fisher Asset Management ✦ | 1.03M | +125.1% | $58.63M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Wells Fargo & Company/Mn | 927.73K | -1.4% | $52.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Wells Fargo & Company/Mn | 927.73K | -1.4% | $52.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Wells Fargo & Company/Mn | 927.73K | -1.4% | $52.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Wells Fargo & Company/Mn | 927.73K | -1.4% | $52.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Northern Trust Corp | 810.47K | +3.0% | $46.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Northern Trust Corp | 810.47K | +3.0% | $46.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Northern Trust Corp | 810.47K | +3.0% | $46.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Northern Trust Corp | 810.47K | +3.0% | $46.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Northern Trust Corp | 810.47K | +3.0% | $46.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Northern Trust Corp | 810.47K | +3.0% | $46.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Jennison Associates Llc | 792.62K | -15.3% | $45.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Jennison Associates Llc | 792.62K | -15.3% | $45.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Capital World Investors ✦ | 719.00K | 0.0% | $40.98M | 0.0% | Held | 8 | SEC ↗ |
| 88 | Bank Of America Corp /De/ | 693.81K | +0.9% | $39.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 693.81K | +0.9% | $39.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 693.81K | +0.9% | $39.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 693.81K | +0.9% | $39.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Bank Of America Corp /De/ | 693.81K | +0.9% | $39.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Royal Bank Of Canada | 649.72K | +43.1% | $37.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Royal Bank Of Canada | 649.72K | +43.1% | $37.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Royal Bank Of Canada | 649.72K | +43.1% | $37.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Royal Bank Of Canada | 649.72K | +43.1% | $37.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Royal Bank Of Canada | 649.72K | +43.1% | $37.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Manufacturers Life Insurance… | 566.15K | -0.9% | $32.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | UBS Group AG | 470.99K | -24.6% | $26.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | UBS Group AG | 470.99K | -24.6% | $26.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nomura Asset Management… | $68.05M | 0.1% |
Exited
| Balyasny Asset Management L.P. | $60.86M | was 0.1% |
| Norges Bank | $42.92M | was 0.0% |
| Adage Capital Partners | $16.49M | was 0.0% |
| Assenagon Asset Management… | $12.52M | was 0.0% |
| D. E. Shaw & Co. | $9.24M | was 0.0% |
| Holocene Advisors, LP | $5.03M | was 0.0% |
| Squarepoint Ops LLC | $784,805 | was 0.0% |
| Mackenzie Financial Corp | $381,423 | was 0.0% |
| Brown Advisory Inc | $214,595 | was 0.0% |
| Hrt Financial Lp | $206,000 | was 0.0% |
| Danske Bank A/S | $6,874 | 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.
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: Q1 2026 ·
Methodology ·
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