Position in MC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,904,315
-$2,129,953 QoQ
Shares Held
533,542
-17.9% QoQ
Ownership
0.682%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#32
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROYAL BANK OF CANADA holds $4,147,675,208 across 62 Capital Markets names. MC ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,486,449 | $1,503,349,918 | |
| 2 | MS |
Morgan Stanley
|
6,695,389 | $1,399,604,109 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,204,548 | $480,223,634 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
1,992,096 | $267,199,828 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,624,116 | $162,866,348 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
1,462,963 | $127,336,294 | |
| 7 | MC |
Moelis & Co
This page
|
533,542 | $34,904,315 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
84,257 | $23,733,508 |
All Filings in MC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,904,315 | 533,542 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $37,034,268 | 649,724 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $31,206,032 | 453,972 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $50,415,105 | 706,886 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $39,682,070 | 636,747 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $27,115,980 | 464,633 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $32,652,742 | 441,970 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $44,971,810 | 656,427 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $33,649,178 | 591,790 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $29,502,799 | 519,690 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $27,245,050 | 485,392 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $16,711,908 | 370,306 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $15,475,038 | 341,311 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,271,851 | 319,247 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,600,556 | 198,086 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,399,859 | 189,289 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,475,514 | 189,975 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,534,559 | 117,882 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,431,374 | 118,883 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,597,265 | 138,957 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,256,829 | 127,559 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,667,095 | 121,485 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $8,714,377 | 186,364 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,414,171 | 182,532 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,659,463 | 181,626 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $684,991 | 24,377 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||