Mariner
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Mariner’s Moelis & Co MC Stock Holding History

Mariner’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
Q1 		$1.47M Buy
25,732
+10,615
+70% +$690K ﹤0.01% 1702
2025
Q4 		$1.04M Buy
15,117
+2,261
+18% +$151K ﹤0.01% 1928
2025
Q3 		$917K Sell
12,856
-2,723
-17% -$194K ﹤0.01% 1978
2025
Q2 		$971K Buy
15,579
+5,711
+58% +$321K ﹤0.01% 1810
2025
Q1 		$576K Buy
9,868
+1,695
+21% +$120K ﹤0.01% 2097
2024
Q4 		$604K Buy
8,173
+61
+0.8% +$4.41K ﹤0.01% 2033
2024
Q3 		$556K Sell
8,112
-1,047
-11% -$67.6K ﹤0.01% 2041
2024
Q2 		$520K Buy
9,159
+857
+10% +$46.3K ﹤0.01% 2015
2024
Q1 		$471K Buy
8,302
+249
+3% +$13.6K ﹤0.01% 2072
2023
Q4 		$452K Buy
8,053
+527
+7% +$24.8K ﹤0.01% 2008
2023
Q3 		$340K Buy
7,526
+304
+4% +$14.3K ﹤0.01% 2053
2023
Q2 		$327K Sell
7,222
-624
-8% -$24.9K ﹤0.01% 2051
2023
Q1 		$302K Buy
7,846
+1,887
+32% +$81K ﹤0.01% 2064
2022
Q4 		$229K Buy
+5,959
New +$242K ﹤0.01% 2246

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner's MC Position: Q1 2026 in Review

Mariner increased its Moelis & Co (MC) stake by 70% in Q1 2026, buying an estimated $690K and bringing the position to 25,732 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Mariner first reported a position in MC in Q4 2022 and has held it in 14 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Mariner held 25,732 shares of Moelis & Co worth $1.47M as of Q1 2026.
  • Mariner bought 10,615 Moelis & Co shares in Q1 2026, an estimated $690K.
  • Moelis & Co made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1702 holding.
  • Mariner first reported a position in Moelis & Co in Q4 2022 and has held it in 14 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.