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Moneylion Inc.

MLDelisted Apr 17, 2025
Industry
Finance Services
SEC CIK
0001807846

Moneylion Inc. was delisted on Apr 17, 2025; its insiders filed their last Form 4 on Apr 21, 2025; 149 institutions reported holding it in 13F filings for Q1 2025, worth $669.5M in total; no superinvestor held it.

13F holders, Q1 2023

Institutional positions in Moneylion Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
74
−10 vs. Q4 2022
Shares held
53.9M
−9.30M (−14.7%) vs. Q4 2022
Total value
$26.9M
−$13.8M (−33.9%) vs. Q4 2022
New holders
3
21 more added
Sold out
13
24 more reduced

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ML on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 74 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 49 institutionsQ4 2021: 67 institutionsQ1 2022: 74 institutionsQ2 2022: 85 institutionsQ3 2022: 94 institutionsQ4 2022: 84 institutionsQ1 2023: 74 institutionsQ2 2023: 38 institutionsQ3 2023: 44 institutionsQ4 2023: 70 institutionsQ1 2024: 91 institutionsQ2 2024: 112 institutionsQ3 2024: 114 institutionsQ4 2024: 156 institutionsQ1 2025: 149 institutionsQ2 2025: 1 institutionQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $26.9M
Q1 2021: $0Q2 2021: $0Q3 2021: $315.3MQ4 2021: $229.7MQ1 2022: $152.7MQ2 2022: $86.7MQ3 2022: $59.8MQ4 2022: $40.8MQ1 2023: $26.9MQ2 2023: $23.2MQ3 2023: $48.8MQ4 2023: $168.3MQ1 2024: $265.0MQ2 2024: $398.2MQ3 2024: $208.2MQ4 2024: $576.9MQ1 2025: $669.5MQ2 2025: $172Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding ML and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20251$172
Q1 2025149$669.5M
Q4 2024156$576.9M
Q3 2024114$208.2M
Q2 2024112$398.2M
Q1 202491$265.0M
Q4 202370$168.3M
Q3 202344$48.8M
Q2 202338$23.2M
Q1 202374$26.9M
Q4 202284$40.8M
Q3 202294$59.8M
Q2 202285$86.7M
Q1 202274$152.7M
Q4 202167$229.7M
Q3 202149$315.3M
Q2 20210$0
Q1 20210$0

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Moneylion Inc.; share changes are against Q4 2022.

Institutions holding ML in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
StepStone Group LP23,371,457$9.58M1.78%−2,013,323−7.9%Reduced
BlackRock Inc.7,247,027$4.11M0.00%−516,313−6.7%Reduced
Vanguard Group Inc6,374,806$3.62M0.00%+3,783+0.1%Added
Macquarie Group Ltd2,937,276$1.67M0.00%00.0%Unchanged
Geode Capital Management, LLC2,457,772$1.40M0.00%+128,794+5.5%Added
State Street Corp1,961,688$1.11M0.00%+15,605+0.8%Added
Northern Trust Corp1,135,963$645.0K0.00%−144,503−11.3%Reduced
American Financial Group Inc1,109,495$630.0K0.20%00.0%Unchanged
Gsa Capital Partners LLP1,022,317$580.0K0.06%−380,126−27.1%Reduced
Charles Schwab Investment Management Inc971,404$551.6K0.00%+120,772+14.2%Added
PEAK6 Investments LLC501,745$284.9K0.02%−263,400−34.4%Reduced
Renaissance Technologies LLC499,319$284.0K0.00%+219,319+78.3%Added
Stifel Financial Corp468,457$266.0K0.00%−502,893−51.8%Reduced
Bank of New York Mellon Corp452,478$256.9K0.00%+1,902+0.4%Added
Two Sigma Investments, LP433,594$246.2K0.00%00.0%Unchanged
Nuveen Asset Management, LLC253,065$144.0K0.00%−36,730−12.7%Reduced
Rhumbline Advisers215,007$122.0K0.00%+5,835+2.8%Added
Bank of America Corp210,760$119.5K0.00%+80,088+61.3%Added
SkyView Investment Advisors, LLC200,000$114.0K0.03%−396,611−66.5%Reduced
Intellectus Partners, LLC159,854$90.8K0.03%00.0%Unchanged
JPMorgan Chase & Co135,153$76.0K0.00%+52,663+63.8%Added
Morgan Stanley119,268$67.7K0.00%+18,540+18.4%Added
Goldman Sachs Group Inc115,577$65.6K0.00%+26,136+29.2%Added
Creative Planning112,060$63.6K0.00%+8,480+8.2%Added
Deutsche Bank AG95,557$54.3K0.00%+36,038+60.5%Added
Barclays PLC86,241$49.0K0.00%+35,481+69.9%Added
Crystalline Management Inc.60,707$47.8K0.04%00.0%Unchanged
SVB Financial Group74,573$42.3K0.08%00.0%Unchanged
American International Group, Inc.70,391$40.0K0.00%+1,401+2.0%Added
Susquehanna International Group, LLP66,347$37.7K0.00%−121,663−64.7%Reduced
Invesco Ltd.57,729$32.8K0.00%−2,798−4.6%Reduced
Group One Trading, L.P.56,475$32.1K0.00%−21,699−27.8%Reduced
Voya Investment Management LLC54,501$30.9K0.00%00.0%Unchanged
California State Teachers Retirement System54,225$30.8K0.00%−4,000−6.9%Reduced
Two Sigma Advisers, LP53,200$30.2K0.00%00.0%Unchanged
SG Americas Securities, LLC53,172$30.0K0.00%+17,008+47.0%Added
UBS Group AG47,142$26.8K0.00%−31,149−39.8%Reduced
Matrix Private Capital Group LLC46,327$26.3K0.02%00.0%Unchanged
Citadel Advisors LLC41,221$23.4K0.00%+23,210+128.9%Added
New York State Common Retirement Fund39,465$22.4K0.00%+197+0.5%Added
Alliancebernstein L.P.36,900$21.0K0.00%+5,200+16.4%Added
CI Private Wealth, LLC35,000$19.9K0.00%00.0%Unchanged
Endowment Wealth Management, Inc.31,750$18.0K0.02%00.0%Unchanged
Price T Rowe Associates Inc28,952$17.0K0.00%+6,795+30.7%Added
Jane Street Group, LLC26,460$15.0K0.00%−105,796−80.0%Reduced
Wells Fargo & Company25,918$14.7K0.00%+25,918New
Manufacturers Life Insurance Company, The22,870$13.0K0.00%00.0%Unchanged
Wealthspire Advisors, LLC21,300$12.1K0.00%+10,000+88.5%Added
Tower Research Capital LLC (TRC)21,526$12.0K0.00%−18,729−46.5%Reduced
Castle Creek Arbitrage, LLC20,000$11.4K0.00%00.0%Unchanged
Royal Bank of Canada18,792$11.0K0.00%−4,217−18.3%Reduced
ProShare Advisors LLC17,166$9.75K0.00%−1,600−8.5%Reduced
IPG Investment Advisors LLC16,000$9.09K0.00%00.0%Unchanged
Amalgamated Bank15,629$9.00K0.00%−2,852−15.4%Reduced
Balentine LLC15,847$9.00K0.00%00.0%Unchanged
Principal Financial Group Inc15,667$8.90K0.00%+15,667New
HSBC Holdings PLC13,069$7.44K0.00%00.0%Unchanged
Legal & General Group Plc12,195$6.92K0.00%00.0%Unchanged
Kestra Advisory Services, LLC11,450$6.50K0.00%00.0%Unchanged
Marathon Trading Investment Management LLC11,000$6.25K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.10,839$6.15K0.00%00.0%Unchanged
Sentinus, LLC10,753$6.11K0.00%00.0%Unchanged
Victory Capital Management Inc10,226$5.81K0.00%−421−4.0%Reduced
Yakira Capital Management, Inc.10,000$5.68K0.00%00.0%Unchanged
Equitec Proprietary Markets, LLC7,000$3.98K0.00%00.0%Unchanged
Simplex Trading, LLC5,527$3.00K0.00%−22,800−80.5%Reduced
FMR LLC3,668$2.08K0.00%−1,360−27.0%Reduced
Spire Wealth Management2,988$1.70K0.00%−12−0.4%Reduced
Federation des caisses Desjardins du Quebec2,875$1.63K0.00%00.0%Unchanged
Citigroup Inc1,377$7820.00%−1,515−52.4%Reduced
South State Corp.1,000$5680.00%00.0%Unchanged
First Manhattan Co1,000$5670.00%00.0%Unchanged
Advisor Group Holdings, Inc.124$700.00%+124New
Penserra Capital Management LLC1,520$00.00%−1,311−46.3%Reduced
Water Island Capital LLC0$00.00%−3,110,114−100.0%Sold out
HighTower Advisors, LLC0$00.00%−957,400−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−914,920−100.0%Sold out
HRT Financial LP0$00.00%−278,699−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−129,194−100.0%Sold out
Millennium Management LLC0$00.00%−57,190−100.0%Sold out
STRS Ohio0$00.00%−33,600−100.0%Sold out
State of Wyoming0$00.00%−26,110−100.0%Sold out
Bank of Montreal0$00.00%−20,147−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−17,014−100.0%Sold out
Virtu Financial LLC0$00.00%−14,563−100.0%Sold out
Credit Suisse AG0$00.00%−6−100.0%Sold out
Cutler Group LP0$00.00%−32−100.0%Sold out