Moelis & Co — Institutional Ownership
Which tracked institutions hold MC, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
36
Funds holding
$1562650651
Total value held
Buying
23 added/new · 12 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $592570712 | 9057944 | +255835 | +2.91% |
| 2 | State Street Corp | $199194610 | 3044858 | +123729 | +4.24% |
| 3 | Ameriprise Financial Inc | $153397294 | 2344828 | +2344828 | NEW BUY |
| 4 | Goldman Sachs Group Inc | $82916043 | 1267442 | -487576 | -27.78% |
| 5 | Bank Of New York Mellon Corp | $65447121 | 1000415 | +6518 | +0.66% |
| 6 | Morgan Stanley | $63340440 | 968210 | +19216 | +2.02% |
| 7 | Wells Fargo & Company/Mn | $60868854 | 930431 | +2700 | +0.29% |
| 8 | Northern Trust Corp | $56567563 | 864683 | +54217 | +6.69% |
| 9 | Jpmorgan Chase & Co | $50031758 | 791833 | -385779 | -32.76% |
| 10 | Bank Of America Corp /De/ | $49218668 | 752349 | +58537 | +8.44% |
| 11 | Royal Bank Of Canada | $34904000 | 533542 | -116182 | -17.88% |
| 12 | Ubs Group Ag | $29163517 | 445789 | +445789 | NEW BUY |
| 13 | Raymond James Financial Inc | $28185837 | 430844 | -32666 | -7.05% |
| 14 | Principal Financial Group Inc | $23789983 | 363650 | +1792 | +0.50% |
| 15 | Sei Investments Co | $18638914 | 284910 | -41447 | -12.70% |
| 16 | Invesco Ltd. | $14997862 | 229255 | +229255 | NEW BUY |
| 17 | Stifel Financial Corp | $10320532 | 157760 | +157760 | NEW BUY |
| 18 | Federated Hermes, Inc. | $5577186 | 85252 | +85252 | NEW BUY |
| 19 | Regions Financial Corp | $5401336 | 82564 | -8983 | -9.81% |
| 20 | Prudential Financial Inc | $5047153 | 77150 | +1405 | +1.85% |
| 21 | Citigroup Inc | $2746932 | 41989 | -2733 | -6.11% |
| 22 | Fifth Third Bancorp | $2519230 | 38509 | -444 | -1.14% |
| 23 | Janus Henderson Group Plc | $1974894 | 34626 | +34626 | NEW BUY |
| 24 | Franklin Resources Inc | $852096 | 13025 | -41 | -0.31% |
| 25 | Allstate Corp | $790993 | 12091 | +12091 | NEW BUY |
| 26 | Us Bancorp \De\ | $769143 | 11757 | -725 | -5.81% |
| 27 | Truist Financial Corp | $723598 | 11061 | +1142 | +11.51% |
| 28 | M&T Bank Corp | $720219 | 11005 | -13174 | -54.49% |
| 29 | Pnc Financial Services Group, Inc. | $640927 | 9797 | -139 | -1.40% |
| 30 | Jefferies Financial Group Inc. | $479463 | 7329 | +7329 | NEW BUY |
| 31 | Bank Of Montreal /Can/ | $382183 | 5842 | +381 | +6.98% |
| 32 | Pinnacle Financial Partners, Inc. | $354708 | 5422 | +123 | +2.32% |
| 33 | Atlantic Union Bankshares Corp | $110102 | 1683 | — | Held |
| 34 | Zions Bancorporation, National Association /Ut/ | $6346 | 97 | +97 | NEW BUY |
| 35 | Amalgamated Financial Corp. | $413 | 8807 | +8807 | NEW BUY |
| 36 | Cullen/Frost Bankers, Inc. | $21 | 0 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.