Moelis & Co — Institutional Ownership
Which tracked institutions hold MC, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
30
Funds holding
$1290023055
Total value held
Buying
20 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $501720227 | 8802109 | -7699 | -0.09% |
| 2 | State Street Corp | $166504353 | 2921129 | +64750 | +2.27% |
| 3 | Ameriprise Financial Inc | $122405361 | 2147192 | -530976 | -19.83% |
| 4 | Goldman Sachs Group Inc | $100036001 | 1755018 | -121560 | -6.48% |
| 5 | Wells Fargo & Company/Mn | $64678137 | 940910 | +16396 | +1.77% |
| 6 | Bank Of New York Mellon Corp | $56652081 | 993897 | -10927 | -1.09% |
| 7 | Morgan Stanley | $54092773 | 948994 | +135782 | +16.70% |
| 8 | Northern Trust Corp | $46196562 | 810466 | +23768 | +3.02% |
| 9 | Bank Of America Corp /De/ | $39547300 | 693812 | +6112 | +0.89% |
| 10 | Royal Bank Of Canada | $37035000 | 649724 | +649724 | NEW BUY |
| 11 | Raymond James Financial Inc | $26420044 | 463510 | +27709 | +6.36% |
| 12 | Principal Financial Group Inc | $20625906 | 361858 | +7985 | +2.26% |
| 13 | Sei Investments Co | $18602696 | 326357 | +326357 | NEW BUY |
| 14 | Invesco Ltd. | $13293628 | 193390 | -15981 | -7.63% |
| 15 | Regions Financial Corp | $5218179 | 91547 | -6173 | -6.32% |
| 16 | Prudential Financial Inc | $4317465 | 75745 | +5025 | +7.11% |
| 17 | Citigroup Inc | $3074190 | 44722 | -63088 | -58.52% |
| 18 | Fifth Third Bancorp | $2220308 | 38953 | +38526 | +9022.48% |
| 19 | Janus Henderson Group Plc | $1974894 | 34626 | +34626 | NEW BUY |
| 20 | M&T Bank Corp | $1662033 | 24179 | -1117 | -4.42% |
| 21 | Franklin Resources Inc | $744762 | 13066 | +1666 | +14.61% |
| 22 | Us Bancorp \De\ | $711474 | 12482 | +2003 | +19.11% |
| 23 | Pnc Financial Services Group, Inc. | $566380 | 9936 | +2265 | +29.53% |
| 24 | Truist Financial Corp | $565377 | 9919 | -540 | -5.16% |
| 25 | Bank Of Montreal /Can/ | $311277 | 5461 | +5461 | NEW BUY |
| 26 | Pinnacle Financial Partners, Inc. | $302043 | 5299 | +5299 | NEW BUY |
| 27 | Marex Group Plc | $216714 | 3802 | +3802 | NEW BUY |
| 28 | Equitable Holdings, Inc. | $211788 | 3081 | +3081 | NEW BUY |
| 29 | Atlantic Union Bankshares Corp | $115689 | 1683 | — | Held |
| 30 | Amalgamated Financial Corp. | $413 | 8807 | +8807 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.