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 |
|---|---|---|---|---|---|---|
| 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 |
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 ↗ ×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 | n/a | $188.96M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 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 ✦ (passive) | 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 | New | $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 | New | $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 | New | $2.43M | 0.0% | New | 1 | SEC ↗ |
| 71 | Two Sigma Investments ✦ | 42.00K | New | $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 | New | $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 | New | $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 | New | $427,158 | 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
| 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% |
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.
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: Q1 2026 ·
Methodology ·
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