Security record
MC
Moelis & Company · Financial Services · Financial - Capital Markets
106Tracked holders
-8Δ holders
52.79MShares held
$3.45BReported value
+5New positions
−12Exits
Momentum inputs (comparable managers):
holder breadth -7.0% ·
share flow -1.5% ·
net new positions -6.6%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 9.06M | +2.9% | $592.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Kayne Anderson Rudnick Investment… | 5.41M | -6.3% | $354.11M | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Kayne Anderson Rudnick Investment… | 5.41M | -6.3% | $354.11M | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Vanguard Capital Management Llc | 3.35M | +1.1% | $219.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passive) | 3.04M | +4.2% | $199.19M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Charles Schwab Investment… | 2.96M | +9.3% | $193.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passive) | 2.36M | +8.8% | $154.38M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 2.36M | +8.8% | $154.38M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 2.34M | +9.2% | $153.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 2.34M | +9.2% | $153.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 2.34M | +9.2% | $153.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 2.34M | +9.2% | $153.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 2.34M | +9.2% | $153.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 2.34M | +9.2% | $153.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 2.34M | +9.2% | $153.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 1.84M | +3.3% | $120.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 1.71M | +32.5% | $110.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 1.71M | +32.5% | $110.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Dimensional Fund Advisors Lp | 1.35M | +5.3% | $88.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Dimensional Fund Advisors Lp | 1.35M | +5.3% | $88.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Dimensional Fund Advisors Lp | 1.35M | +5.3% | $88.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Dimensional Fund Advisors Lp | 1.35M | +5.3% | $88.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Dimensional Fund Advisors Lp | 1.35M | +5.3% | $88.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 1.27M | -27.8% | $82.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 1.27M | -27.8% | $82.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 1.27M | -27.8% | $82.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Nomura Asset Management… | 1.22M | +1.8% | $79.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | Fisher Asset Management ✦ | 1.04M | +0.9% | $67.90M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 1.00M | +0.7% | $65.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 1.00M | +0.7% | $65.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 1.00M | +0.7% | $65.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 1.00M | +0.7% | $65.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 1.00M | +0.7% | $65.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 1.00M | +0.7% | $65.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 1.00M | +0.7% | $65.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 1.00M | +0.7% | $65.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 1.00M | +0.7% | $65.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 1.00M | +0.7% | $65.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 1.00M | +0.7% | $65.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 1.00M | +0.7% | $65.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 968.21K | +2.0% | $63.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 930.43K | +0.3% | $60.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Wells Fargo & Company/Mn | 930.43K | +0.3% | $60.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Wells Fargo & Company/Mn | 930.43K | +0.3% | $60.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Wells Fargo & Company/Mn | 930.43K | +0.3% | $60.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Northern Trust Corp | 864.68K | +6.7% | $56.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Northern Trust Corp | 864.68K | +6.7% | $56.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Northern Trust Corp | 864.68K | +6.7% | $56.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Northern Trust Corp | 864.68K | +6.7% | $56.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Northern Trust Corp | 864.68K | +6.7% | $56.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Northern Trust Corp | 864.68K | +6.7% | $56.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 791.83K | -32.8% | $50.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 791.83K | -32.8% | $50.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 791.83K | -32.8% | $50.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 791.83K | -32.8% | $50.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 791.83K | -32.8% | $50.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 791.83K | -32.8% | $50.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 791.83K | -32.8% | $50.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 86 | Bank Of America Corp /De/ | 752.35K | +8.4% | $49.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Bank Of America Corp /De/ | 752.35K | +8.4% | $49.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank Of America Corp /De/ | 752.35K | +8.4% | $49.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 752.35K | +8.4% | $49.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 752.35K | +8.4% | $49.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Citadel Advisors ✦ | 718.44K | +1042.1% | $47.00M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 92 | Manufacturers Life Insurance… | 656.43K | +15.9% | $42.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Jennison Associates Llc | 643.71K | -18.8% | $42.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Jennison Associates Llc | 643.71K | -18.8% | $42.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Royal Bank Of Canada | 533.54K | -17.9% | $34.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Royal Bank Of Canada | 533.54K | -17.9% | $34.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Royal Bank Of Canada | 533.54K | -17.9% | $34.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Royal Bank Of Canada | 533.54K | -17.9% | $34.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Royal Bank Of Canada | 533.54K | -17.9% | $34.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Royal Bank Of Canada | 533.54K | -17.9% | $34.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Capital World Investors | $40.98M | was 0.0% |
| Arrowstreet Capital | $15.62M | was 0.0% |
| Artisan Partners Limited… | $7.32M | was 0.0% |
| Tudor Investment Corp Et Al | $6.69M | was 0.0% |
| Qube Research & Technologies… | $2.43M | was 0.0% |
| Marshall Wace | $2.04M | was 0.0% |
| Peak6 Llc | $1.21M | was 0.0% |
| Capstone Investment Advisors… | $480,852 | was 0.0% |
| Healthcare Of Ontario Pension… | $427,158 | was 0.0% |
| Amundi | $415,872 | was 0.0% |
| GAMCO Investors | $342,000 | was 0.0% |
| Group One Trading Llc | $1,938 | 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: Q2 2026 ·
Methodology ·
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