Position in MC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$77,097,915
+$6,994,664 QoQ
Shares Held
1,352,595
+32.6% QoQ
Ownership
1.72%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026NATIXIS ADVISORS, LLC holds $847,071,310 across 23 Capital Markets names. MC ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,578,543 | $242,331,470 | |
| 2 | GS |
Goldman Sachs Group Inc
|
258,978 | $219,092,798 | |
| 3 | MS |
Morgan Stanley
|
1,062,098 | $174,789,467 | |
| 4 | MC |
Moelis & Co
This page
|
1,352,595 | $77,097,915 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
347,746 | $49,943,279 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
365,464 | $24,511,670 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
47,248 | $14,213,615 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
171,408 | $11,878,573 |
All Filings in MC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,097,915 | 1,352,595 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $70,103,251 | 1,019,832 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $65,534,236 | 918,876 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $48,823,108 | 783,426 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $35,901,262 | 615,169 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $43,919,221 | 594,467 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $55,140,958 | 804,860 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $40,264,840 | 708,140 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $14,400,391 | 253,662 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $8,220,181 | 146,449 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $5,552,027 | 123,023 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $5,239,263 | 115,555 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $3,875,250 | 100,813 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $3,829,325 | 99,800 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $1,568,040 | 46,378 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,150,005 | 80,051 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,833,479 | 60,351 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $4,218,673 | 67,488 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $5,897,200 | 95,316 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $6,416,963 | 112,796 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $7,663,387 | 139,639 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $2,942,419 | 62,926 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,745,993 | 106,602 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $2,839,080 | 91,113 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $785,843 | 27,966 | Shares | Other | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||