MML Investors Services
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MML Investors Services’s Moelis & Co MC Stock Holding History

MML Investors Services’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 		$496K Buy
7,576
+124
+2% +$8.13K ﹤0.01% 2478
2026
Q1 		$425K Buy
7,452
+601
+9% +$39.1K ﹤0.01% 2325
2025
Q4 		$471K Sell
6,851
-1,235
-15% -$82.4K ﹤0.01% 2299
2025
Q3 		$577K Sell
8,086
-221
-3% -$15.8K ﹤0.01% 2073
2025
Q2 		$518K Buy
8,307
+462
+6% +$25.9K ﹤0.01% 2073
2025
Q1 		$458K Buy
7,845
+1,017
+15% +$71.7K ﹤0.01% 2036
2024
Q4 		$504K Sell
6,828
-851
-11% -$61.6K ﹤0.01% 1915
2024
Q3 		$526K Buy
7,679
+921
+14% +$59.5K ﹤0.01% 1825
2024
Q2 		$384K Sell
6,758
-1,245
-16% -$67.3K ﹤0.01% 1936
2024
Q1 		$454K Buy
8,003
+416
+5% +$22.7K ﹤0.01% 1846
2023
Q4 		$426K Buy
7,587
+769
+11% +$36.1K ﹤0.01% 1840
2023
Q3 		$308K Sell
6,818
-646
-9% -$30.4K ﹤0.01% 1906
2023
Q2 		$338K Buy
7,464
+461
+7% +$18.4K ﹤0.01% 1870
2023
Q1 		$269K Sell
7,003
-208
-3% -$8.93K ﹤0.01% 1741
2022
Q4 		$277K Buy
7,211
+336
+5% +$13.6K ﹤0.01% 1830
2022
Q3 		$232K Buy
6,875
+172
+3% +$7.2K ﹤0.01% 1839
2022
Q2 		$264K Buy
6,703
+767
+13% +$33.5K ﹤0.01% 1746
2022
Q1 		$279K Sell
5,936
-38
-0.6% -$1.98K ﹤0.01% 1773
2021
Q4 		$373K Buy
5,974
+210
+4% +$14.1K ﹤0.01% 1570
2021
Q3 		$357K Buy
5,764
+1,123
+24% +$67.3K ﹤0.01% 1546
2021
Q2 		$264K Sell
4,641
-71
-2% -$3.86K ﹤0.01% 1679
2021
Q1 		$259K Sell
4,712
-438
-9% -$23.5K ﹤0.01% 1590
2020
Q4 		$241K Buy
+5,150
New +$207K ﹤0.01% 1508

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MML Investors Services's MC Position: Q2 2026 in Review

MML Investors Services increased its Moelis & Co (MC) stake by 1.7% in Q2 2026, buying an estimated $8.13K and bringing the position to 7,576 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

MML Investors Services first reported a position in MC in Q4 2020 and has held it in 23 quarters since. The position peaked at $577K in Q3 2025. 192 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • MML Investors Services held 7,576 shares of Moelis & Co worth $496K as of Q2 2026.
  • MML Investors Services bought 124 Moelis & Co shares in Q2 2026, an estimated $8.13K.
  • Moelis & Co made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2478 holding.
  • MML Investors Services first reported a position in Moelis & Co in Q4 2020 and has held it in 23 quarters since.
  • MML Investors Services's Moelis & Co position peaked at $577K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.