Position in MC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$101,764,323
+$6,511,855 QoQ
Shares Held
1,785,339
+28.8% QoQ
Ownership
2.27%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026HighTower Advisors, LLC holds $643,994,574 across 34 Capital Markets names. MC ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,331,983 | $219,204,442 | |
| 2 | GS |
Goldman Sachs Group Inc
|
237,693 | $201,085,901 | |
| 3 | MC |
Moelis & Co
This page
|
1,785,339 | $101,764,323 | |
| 4 | SCHW |
Schwab Charles Corp
|
383,653 | $36,055,708 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
193,014 | $27,720,670 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
220,212 | $14,769,618 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
163,317 | $11,317,868 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
13,248 | $3,985,395 |
All Filings in MC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,764,323 | 1,785,339 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $95,252,468 | 1,385,692 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $89,601,027 | 1,256,324 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $66,077,522 | 1,060,294 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $55,961,520 | 958,902 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $64,709,127 | 875,868 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $61,401,059 | 896,235 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $58,875,175 | 1,035,441 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $55,843,456 | 983,679 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $63,718,495 | 1,135,195 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $50,148,456 | 1,111,200 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $48,806,696 | 1,076,460 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,476,946 | 948,932 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,519,197 | 639,020 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $752,057 | 19,112 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $832,893 | 17,740 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,857,672 | 29,718 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,669,933 | 26,991 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,516,914 | 26,664 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,311,412 | 23,896 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $597,499 | 12,778 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $379,055 | 10,787 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $414,334 | 13,297 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,822,190 | 136,021 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||