Position in MC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,809,144
+$639,089 QoQ
Shares Held
58,226
+4.7% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#96
of 391 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Hilton Capital Management, LLC holds $7,578,331 across 2 Capital Markets names. MC ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MC |
Moelis & Co
This page
|
58,226 | $3,809,144 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
28,101 | $3,769,187 |
All Filings in MC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,809,144 | 58,226 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,170,055 | 55,615 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,337,739 | 48,556 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,122,175 | 43,777 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,589,894 | 41,558 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,195,444 | 37,619 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,464,415 | 33,357 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,604,298 | 23,417 | Shares | Sole | 2024-11-08 | |
| 2021-12-31 | $227,786 | 3,644 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $215,121 | 3,477 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $228,982 | 4,025 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $219,959 | 4,008 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||