Position in MC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$239,371
+$8,008 QoQ
Shares Held
3,659
-9.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#272
of 391 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $4,399,709 across 6 Capital Markets names. MC ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
12,258 | $1,644,165 | |
| 2 | GS |
Goldman Sachs Group Inc
|
868 | $877,869 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
8,227 | $716,078 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,500 | $651,820 | |
| 5 | PIPR |
Piper Sandler Companies
|
3,738 | $270,406 | |
| 6 | MC |
Moelis & Co
This page
|
3,659 | $239,371 |
All Filings in MC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,371 | 3,659 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $231,363 | 4,059 | Shares | Sole | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||