Canada Pension Plan Investment Board
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Canada Pension Plan Investment Board’s Moelis & Co MC Stock Holding History

Canada Pension Plan Investment Board’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.9M Buy
288,900
+3,500
+1% +$229K 0.01% 564
2026
Q1 		$16.3M Sell
285,400
-36,400
-11% -$2.37M 0.01% 536
2025
Q4 		$22.1M Buy
321,800
+128,600
+67% +$8.58M 0.01% 492
2025
Q3 		$13.8M Buy
193,200
+30,100
+18% +$2.15M 0.01% 559
2025
Q2 		$10.2M Buy
163,100
+94,700
+138% +$5.31M 0.01% 589
2025
Q1 		$3.99M Buy
68,400
+48,900
+251% +$3.45M ﹤0.01% 719
2024
Q4 		$1.44M Buy
+19,500
New +$1.41M ﹤0.01% 950
2024
Q2 		– Sell
-18,700
Closed -$1.06M – 1416
2024
Q1 		$1.06M Buy
+18,700
New +$1.02M ﹤0.01% 1019
2023
Q4 		– Sell
-78,000
Closed -$3.52M – 1125
2023
Q3 		$3.52M Buy
+78,000
New +$3.67M 0.01% 667
2022
Q1 		– Sell
-18,000
Closed -$1.13M – 1475
2021
Q4 		$1.13M Sell
18,000
-3,000
-14% -$201K ﹤0.01% 1009
2021
Q3 		$1.3M Buy
+21,000
New +$1.26M ﹤0.01% 932
2020
Q2 		– Sell
-45,000
Closed -$1.26M – 1434
2020
Q1 		$1.26M Buy
+45,000
New +$1.48M ﹤0.01% 822
2018
Q1 		– Sell
-58,600
Closed -$2.84M – 1267
2017
Q4 		$2.84M Buy
+58,600
New +$2.65M 0.01% 819

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Canada Pension Plan Investment Board's MC Position: Q2 2026 in Review

Canada Pension Plan Investment Board increased its Moelis & Co (MC) stake by 1.2% in Q2 2026, buying an estimated $229K and bringing the position to 288,900 shares worth $18.9M. The position accounts for 0.01% of the portfolio, ranked #564.

Canada Pension Plan Investment Board first reported a position in MC in Q4 2017 and has held it in 13 quarters since. The position peaked at $22.1M in Q4 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Canada Pension Plan Investment Board held 288,900 shares of Moelis & Co worth $18.9M as of Q2 2026.
  • Canada Pension Plan Investment Board bought 3,500 Moelis & Co shares in Q2 2026, an estimated $229K.
  • Moelis & Co made up 0.01% of Canada Pension Plan Investment Board's portfolio in Q2 2026, its #564 holding.
  • Canada Pension Plan Investment Board first reported a position in Moelis & Co in Q4 2017 and has held it in 13 quarters since.
  • Canada Pension Plan Investment Board's Moelis & Co position peaked at $22.1M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.