Position in MC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,302,229
-$25,974,932 QoQ
Shares Held
163,197
-68.2% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 88.18789561082619.ToString("F0")%
None 11.81210438917382.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026BAMCO INC /NY/ holds $1,331,348,973 across 11 Capital Markets names. MC ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
7,464,316 | $701,496,417 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
4,047,376 | $271,457,508 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
1,061,403 | $152,438,698 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
1,530,228 | $63,152,509 | |
| 5 | XP |
XP Inc.
|
2,674,571 | $50,923,831 | |
| 6 | TW |
Tradeweb Markets Inc.
|
367,448 | $43,233,931 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
121,778 | $36,634,475 | |
| 8 | MC |
Moelis & Co
This page
|
163,197 | $9,302,229 |
All Filings in MC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,302,229 | 163,197 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,277,161 | 513,197 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $37,498,486 | 525,778 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $32,854,231 | 527,186 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $30,766,574 | 527,186 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $38,948,501 | 527,186 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $36,117,512 | 527,186 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $31,144,894 | 547,747 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,095,597 | 547,747 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $30,745,039 | 547,747 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $24,828,359 | 550,152 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $27,042,136 | 596,430 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,926,769 | 596,430 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,946,411 | 598,030 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $20,589,444 | 608,975 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,334,512 | 618,412 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $36,942,654 | 786,851 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $49,566,366 | 792,935 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $54,527,825 | 881,329 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $62,574,676 | 1,099,924 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $60,586,916 | 1,103,989 | Shares | Defined | 2021-05-19 | |
| 2020-12-31 | $51,725,397 | 1,106,189 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $65,226,481 | 1,856,189 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $58,525,148 | 1,878,214 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $52,479,953 | 1,867,614 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||