13FBOX
MOELIS & CO · 13F Institutional Holdings
Options Calculator Rankings
M

MOELIS & CO

MC
Institutions
394
Combined AUM (Q2 2026)
$5.27B
Combined Shares (Q2 2026)
80.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+6.9M
213 · 53 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6.8M
187 · 56 Exit · ≈
⚖️ Net
+131,849
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.27B
Institutions
394
New Buys
53
Adds
160
Reduces
131
Exits
56
Unchanged
50
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#146$592.6M9.1M$501.7M8.8M+255,835+2.91%Add
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
1.1%0.97%#11$354.1M5.4M$329.3M5.8M-364,835-6.31%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#118$293.6M4.5M$263.8M4.6M-141,425-3.06%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#203$219.2M3.4M$189.0M3.3M+36,321+1.10%Add
WASATCH ADVISORS LP
1.39%1.42%#9$212.4M3.2M$213.3M3.7M-496,031-13.25%Reduce
STATE STREET CORP
0.01%0.01%#181$199.2M3.0M$166.5M2.9M+123,729+4.24%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.03%0.02%#93$193.3M3.0M$154.1M2.7M+252,053+9.32%Add
LONDON CO OF VIRGINIA
1.04%1.02%#13$182.6M2.8M$165.5M2.9M-112,748-3.88%Reduce
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#152$154.4M2.4M$123.7M2.2M+190,223+8.77%Add
AMERIPRISE FINANCIAL INC
0.03%0.03%#82$153.4M2.3M$122.4M2.1M+197,636+9.20%Add
HighTower Advisors, LLC
0.12%0.11%#41$120.6M1.8M$101.8M1.8M+58,119+3.26%Add
NATIXIS ADVISORS, LLC
0.13%0.11%#37$112.6M1.7M$77.1M1.4M+368,889+27.27%Add
JONES FINANCIAL COMPANIES LLLP
0.04%0.03%#63$110.2M1.7M$70.1M1.3M+419,038+32.47%Add
Madison Asset Management, LLC
1.3%1.25%#10$109.1M1.7M$101.1M1.8M-106,578-6.01%Reduce
TIMUCUAN ASSET MANAGEMENT INC/FL
3.62%3.56%#1$98.3M1.5M$86.3M1.5M-11,367-0.75%Reduce
DIMENSIONAL FUND ADVISORS LP
0.02%0.02%#112$88.0M1.3M$72.8M1.3M+67,740+5.30%Add
Channing Capital Management, LLC
2.02%1.91%#6$87.5M1.3M$74.6M1.3M+30,139+2.30%Add
GOLDMAN SACHS GROUP INC
0.01%0.01%#168$82.9M1.3M$100.0M1.8M-487,576-27.78%Reduce
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.12%0.12%#39$79.5M1.2M$68.0M1.2M+21,742+1.82%Add
Fisher Asset Management, LLC
0.02%0.02%#102$67.9M1.0M$58.6M1.0M+9,257+0.90%Add
Bank of New York Mellon Corp
0.01%0.01%#131$65.4M1.0M$56.7M993,897+6,518+0.66%Add
Heard Capital LLC
2.74%2.89%#4$64.1M979,810$55.8M979,81000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#221$63.3M968,210$59.7M837,248+130,962+15.64%Add
WELLS FARGO & COMPANY/MN
0.01%0.01%#139$60.9M930,431$52.9M927,731+2,700+0.29%Add
NORTHERN TRUST CORP
0.01%0.01%#176$56.6M864,683$46.2M810,466+54,217+6.69%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#236$50.0M791,833$64.7M1.2M-385,779-32.76%Reduce
CITADEL ADVISORS LLC
0.01%<0.01%#184$49.6M758,344$5.1M89,208+669,136+750.09%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#225$49.2M752,349$39.5M693,812+58,537+8.44%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.03%0.03%#79$42.9M656,429$32.3M566,155+90,274+15.95%Add
JENNISON ASSOCIATES LLC
0.03%0.03%#95$42.1M643,712$45.2M792,617-148,905-18.79%Reduce
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#161$35.0M534,677$29.3M514,422+20,255+3.94%Add
ROYAL BANK OF CANADA
0.01%0.01%#190$34.9M533,542$37.0M649,724-116,182-17.88%Reduce
EMERALD ADVISERS, LLC
0.82%0.99%#16$34.8M531,883$31.2M548,077-16,194-2.95%Reduce
NEW YORK STATE COMMON RETIREMENT FUND
0.04%0.03%#65$34.3M524,027$21.1M370,220+153,807+41.54%Add
Junto Capital Management LP
0.55%#19$31.5M481,954$00+481,954New Buy
Tributary Capital Management, LLC
2.47%2.63%#5$30.1M459,690$27.1M476,195-16,505-3.47%Reduce
UBS Group AG
<0.01%<0.01%#213$29.2M445,789$26.8M470,986-25,197-5.35%Reduce
NORGES BANK
<0.01%<0.01%#230$28.3M433,073$33.0M565,235-132,162-23.38%Reduce
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#163$28.2M430,844$26.4M463,510-32,666-7.05%Reduce
ROYCE & ASSOCIATES LP
0.22%0.19%#25$27.8M424,508$18.8M329,989+94,519+28.64%Add
Freestone Grove Partners LP
0.17%#30$27.1M415,005$00+415,005New Buy
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
0.13%0.12%#35$27.0M412,153$21.7M380,720+31,433+8.26%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#178$26.0M397,569$22.1M387,659+9,910+2.56%Add
Woodline Partners LP
0.08%0.03%#50$25.1M383,317$8.1M142,542+240,775+168.92%Add
CAPITAL MANAGEMENT CORP /VA
3.6%3.46%#2$24.0M367,076$20.2M355,238+11,838+3.33%Add
PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#126$23.8M363,650$20.6M361,858+1,792+0.50%Add
RENAISSANCE TECHNOLOGIES LLC
0.03%0.02%#83$22.4M342,644$12.5M219,500+123,144+56.10%Add
EMERALD MUTUAL FUND ADVISERS TRUST
0.79%0.95%#17$22.4M342,465$19.5M342,46500.00%Unchanged
AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#162$22.1M337,349$19.9M348,381-11,032-3.17%Reduce
LORD, ABBETT & CO. LLC
0.06%0.05%#56$21.0M321,051$15.9M279,094+41,957+15.03%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow