WELLS FARGO & COMPANY/MN

Position in MC — Moelis & Co

CIK 72971 SAN FRANCISCO, CA

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Position in MC

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$52,880,667

-$11,797,485 QoQ

Shares Held

927,731

-1.4% QoQ

Ownership

1.18%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.56226535493586.ToString("F0")% Shared 0.ToString("F0")% None 0.43773464506414034.ToString("F0")%

Common Shares in MC Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

WELLS FARGO & COMPANY/MN holds $3,090,189,447 across 54 Capital Markets names. MC ranks #7 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,459,965	$1,235,115,787
2	MS	Morgan Stanley	4,331,016	$712,755,300
3	SCHW	Schwab Charles Corp	3,575,897	$336,062,798
4	IBKR	Interactive Brokers Group, Inc.	2,889,181	$193,777,367
5	HOOD	Robinhood Markets, Inc.	2,561,107	$177,484,712
6	LPLA	LPL Financial Holdings Inc.	420,689	$126,555,870
7	MC	Moelis & Co This page	927,731	$52,880,667
8	HLI	Houlihan Lokey, Inc.	346,367	$49,745,227

All Filings in MC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$52,880,667	927,731	-1.4%	Shares	Defined	2026-05-11
2025-12-31	$64,678,152	940,910	+1.8%	Shares	Defined	2026-02-13
2025-09-30	$65,936,336	924,514	-1.6%	Shares	Defined	2025-11-13
2025-06-30	$58,568,645	939,805	-2.1%	Shares	Defined	2025-08-14
2025-03-31	$56,020,112	959,906	-0.1%	Shares	Defined	2025-05-13
2024-12-31	$70,960,112	960,478	-10.2%	Shares	Defined	2025-02-13
2024-09-30	$73,236,159	1,068,985	-0.1%	Shares	Defined	2024-11-13
2024-06-30	$60,858,450	1,070,321	-0.9%	Shares	Defined	2024-08-13
2024-03-31	$61,301,152	1,079,816	+0.2%	Shares	Defined	2024-05-10
2023-12-31	$60,482,598	1,077,545	-1.2%	Shares	Defined	2024-02-09
2023-09-30	$49,210,427	1,090,415	-1.0%	Shares	Defined	2023-11-13
2023-06-30	$49,949,534	1,101,666	+1.6%	Shares	Defined	2023-08-15
2023-03-31	$41,677,799	1,084,230	+7.6%	Shares	Defined	2023-05-12
2022-12-31	$38,656,967	1,007,479	-0.2%	Shares	Defined	2023-02-13
2022-09-30	$34,131,565	1,009,511	+13.7%	Shares	Defined	2022-11-14
2022-06-30	$34,950,472	888,195	-5.4%	Shares	Defined	2022-08-12
2022-03-31	$44,068,020	938,616	+14.8%	Shares	Defined	2022-05-16
2021-12-31	$51,101,548	817,494	-3.3%	Shares	Defined	2022-02-14
2021-09-30	$52,295,306	845,245	-0.1%	Shares	Defined	2021-11-15
2021-06-30	$48,149,020	846,353	-19.7%	Shares	Defined	2021-08-16
2021-03-31	$57,875,348	1,054,580	-5.7%	Shares	Defined	2021-05-13
2020-12-31	$52,296,336	1,118,399	-3.5%	Shares	Defined	2021-02-09
2020-09-30	$40,725,185	1,158,941	-2.6%	Shares	Defined	2020-11-05
2020-06-30	$37,069,617	1,189,654	+19.5%	Shares	Defined	2020-08-13
2020-03-31	$27,971,722	995,435	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.