Company · Ownership research

Moelis & Co MC

CIK 0001596967 · CUSIP 60786M105

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 60786M105 (MC), not CUSIP 60786M905 (MC), CUSIP 60786M955 (MC), and does not merge CUSIPs.

This page lists the top 20 of 175 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$136.39M 2,370,899 shares	0.01%	+11.42K(+0.50%)Added	SEC filing ↗ Nov 6, 2026	▾
02	WASATCH ADVISORS LP CIK 814133 · View history	$134.25M 2,334,025 shares	1.00%	-912.57K(-28.10%)Reduced	SEC filing ↗ Oct 13, 2026	▾
03	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$82.03M 1,426,132 shares	0.01%	+80.62K(+6.00%)Added	SEC filing ↗ Nov 4, 2026	▾
04	Channing Capital Management, LLC CIK 1302404 · View history	$73.72M 1,281,707 shares	1.93%	-56.53K(-4.20%)Reduced	SEC filing ↗ Nov 2, 2026	▾
05	Fisher Asset Management, LLC CIK 850529 · View history	$60.17M 1,046,022 shares	0.02%	+8.13K(+0.80%)Added	SEC filing ↗ Nov 6, 2026	▾
06	Bank of New York Mellon Corp CIK 1390777 · View history	$43.95M 764,129 shares	0.01%	-236.29K(-23.60%)Reduced	SEC filing ↗ Nov 5, 2026	▾
07	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 1009016 · View history	$28.98M 503,899 shares	0.15%	+91.75K(+22.30%)Added	SEC filing ↗ Oct 15, 2026	▾
08	Tributary Capital Management, LLC CIK 1441888 · View history	$25.19M 437,992 shares	2.30%	-21.70K(-4.70%)Reduced	SEC filing ↗ Oct 28, 2026	▾
09	CAPITAL MANAGEMENT CORP /VA CIK 1074273 · View history	$22.22M 386,250 shares	3.33%	+19.17K(+5.20%)Added	SEC filing ↗ Oct 29, 2026	▾
10	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$20.65M 359,027 shares	0.01%	-4.62K(-1.30%)Reduced	SEC filing ↗ Nov 2, 2026	▾
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 1632972 · View history	$16.10M 286,161 shares	0.02%	+2.28K(+0.80%)Added	SEC filing ↗ Oct 13, 2026	▾
12	DEUTSCHE BANK AG\ CIK 948046 · View history	$14.53M 252,650 shares	0.00%	-19.84K(-7.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
13	Penn Capital Management Company, LLC CIK 1158202 · View history	$11.95M 207,495 shares	0.87%	-2.57K(-1.20%)Reduced	SEC filing ↗ Nov 4, 2026	▾
14	Palisades Investment Partners, LLC CIK 1427373 · View history	$5.53M 96,142 shares	1.61%	+11.64K(+13.80%)Added	SEC filing ↗ Nov 3, 2026	▾
15	REGIONS FINANCIAL CORP CIK 1281761 · View history	$4.60M 80,034 shares	0.03%	-2.53K(-3.10%)Reduced	SEC filing ↗ Nov 5, 2026	▾
16	Mirae Asset Global Investments Co., Ltd. CIK 1569395 · Amended · View history	$4.06M 70,599 shares	0.01%	+8.45K(+13.60%)Added	SEC filing ↗ Oct 29, 2026	▾
17	LPL Financial LLC CIK 1403438 · View history	$3.97M 69,073 shares	0.00%	+21(0.00%)Added	SEC filing ↗ Nov 6, 2026	▾
18	B. Metzler seel. Sohn & Co. AG CIK 1847838 · View history	$3.25M 56,436 shares	0.03%	-15.55K(-21.60%)Reduced	SEC filing ↗ Oct 30, 2026	▾
19	ALPS ADVISORS INC CIK 1376113 · View history	$3.05M 53,043 shares	0.01%	-41.66K(-44.00%)Reduced	SEC filing ↗ Nov 3, 2026	▾
20	Thrivent Financial for Lutherans CIK 314984 · View history	$2.71M 47,116 shares	0.00%	-1.72K(-3.50%)Reduced	SEC filing ↗ Nov 5, 2026	▾

Showing 20 / 175 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

175

Cancelled or null records excluded

Disclosed shares

13,223,006

Not deduplicated across managers

Disclosed value

$760.23M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Moelis & Co · Q3 2026

Explore all 175 reporting institutions.

This page includes 20 of 175 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 175 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"60786M105","quarter":"2026Q3","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.