MCNYSEInvestment AdviceFiscal year ends December 31
Moelis & Co
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$53.07−1.48 (-2.71%)
Close on Oct 19, 2026
- Market cap
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- P/E (TTM)
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- Dividend yield
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Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
80M of 78M shares
Institutional holders
395
55 new, 54 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $638.07K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,002,597 | – | 13G (passive) amendment | Dec 31, 2023 |
| Kayne Anderson Rudnick Investment Management, LLC | 5,778,143 | 7.90% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Portfolio Management | 4,693,308 | 6.39% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 3,880,626 | 5.28% | 13G (passive) | Mar 31, 2026 |
| Moelis & Company | 0 | – | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,057,944 | 11.57% | $592.57M | +255,835 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 5,412,938 | 6.92% | $354.11M | −364,835 | 1.10% |
| Vanguard Portfolio Management LLC | 4,487,258 | 5.73% | $293.56M | −141,425 | 0.01% |
| Vanguard Capital Management LLC | 3,351,361 | 4.28% | $219.25M | +36,321 | 0.00% |
| Wasatch Advisors LP | 3,246,593 | 4.15% | $212.39M | −496,031 | 1.39% |
| State Street Corp | 3,044,858 | 3.89% | $199.19M | +123,729 | 0.01% |
| Charles Schwab Investment Management Inc | 2,955,235 | 3.78% | $193.33M | +252,053 | 0.03% |
| London Co Of Virginia | 2,791,199 | 3.57% | $182.60M | −112,748 | 1.04% |
| Geode Capital Management, LLC | 2,359,476 | 3.01% | $154.38M | +190,223 | 0.01% |
| Ameriprise Financial Inc | 2,344,828 | 3.00% | $153.40M | +197,636 | 0.03% |
| HighTower Advisors, LLC | 1,843,458 | 2.36% | $120.60M | +58,119 | 0.12% |
| Natixis Advisors, L.P. | 1,721,484 | 2.20% | $112.62K | +368,889 | 0.13% |
| Jones Financial Companies Lllp | 1,709,578 | 2.18% | $110.23M | +419,038 | 0.04% |
| Madison Asset Management, LLC | 1,667,157 | 2.13% | $109.07M | −106,578 | 1.30% |
| Timucuan Asset Management Inc/Fl | 1,503,334 | 1.92% | $98.35M | −11,367 | 3.62% |
| Dimensional Fund Advisors LP | 1,345,514 | 1.72% | $88.01M | +67,740 | 0.02% |
| Channing Capital Management, LLC | 1,338,234 | 1.71% | $87.55M | +30,139 | 2.02% |
| Goldman Sachs Group Inc | 1,267,442 | 1.62% | $82.92M | −487,576 | 0.01% |
| Nomura Asset Management International Inc. | 1,215,510 | 1.55% | $79.52M | +21,742 | 0.12% |
| Fisher Asset Management, LLC | 1,037,894 | 1.33% | $67.90M | +9,257 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 395 | 80M | 100.0% | 55 / 164 | 129 / 54 | 7M | 7M |
| Q1 2026 | 401 | 80M | 100.0% | 64 / 160 | 134 / 56 | 19M | 8M |
| Q4 2025 | 399 | 77M | 98.8% | 58 / 150 | 148 / 49 | 6M | 6M |
| Q3 2025 | 396 | 78M | 99.1% | 60 / 168 | 118 / 36 | 7M | 6M |
| Q2 2025 | 375 | 77M | 98.0% | 58 / 162 | 115 / 60 | 8M | 6M |
| Q1 2025 | 379 | 75M | 95.6% | 74 / 159 | 100 / 42 | 10M | 5M |
| Q4 2024 | 351 | 71M | 90.9% | 65 / 115 | 118 / 41 | 5M | 7M |
| Q3 2024 | 333 | 73M | 93.2% | 65 / 112 | 105 / 21 | 14M | 8M |
| Q2 2024 | 293 | 75M | 96.0% | 33 / 115 | 93 / 43 | 4M | 5M |
| Q1 2024 | 307 | 76M | 97.6% | 55 / 94 | 113 / 27 | 5M | 3M |
| Q4 2023 | 280 | 75M | 96.2% | 53 / 85 | 106 / 35 | 4M | 3M |
| Q3 2023 | 267 | 74M | 95.0% | 33 / 90 | 110 / 22 | 4M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MC | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,787,297 | 4.84% | $247.76M | 0.22% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,363,831 | 3.02% | $154.64M | 0.01% | Jun 30, 2026 |
| Touchstone Funds Group Trust-Touchstone Mid Cap Fund | 1,954,321 | 2.50% | $127.85M | 2.84% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 1,769,494 | 2.26% | $119.07M | 0.13% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,706,260 | 2.18% | $111.62M | 0.06% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,470,957 | 1.88% | $96.23M | 0.12% | Jun 30, 2026 |
| Wasatch Core Growth Fund | 1,015,433 | 1.30% | $66.43M | 2.23% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 985,691 | 1.26% | $64.48M | 0.14% | Jun 30, 2026 |
| Virtus KAR Small-Cap Core Fund | 952,917 | 1.22% | $62.34M | 3.40% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 926,332 | 1.18% | $62.33M | 1.13% | May 29, 2026 |
| Vanguard Extended Market Index Fund | 852,945 | 1.09% | $55.80M | 0.06% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 825,962 | 1.06% | $55.41M | 0.16% | Jul 31, 2026 |
| Madison Mid Cap Fund | 753,164 | 0.96% | $50.52M | 2.94% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 681,053 | 0.87% | $44.55M | 0.26% | Jun 30, 2026 |
| Wasatch Small Cap Value Fund | 552,770 | 0.71% | $36.16M | 2.58% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Eric Cantor | Vice Chairman, MD, Director | 251,173 | 0.32% | Sep 21, 2026 |
| Kenneth Moelis | Executive Chairman, Director | 14,804,198 | 18.91% | Feb 20, 2026 |
| Navid Mahmoodzadegan | Chief Executive Officer, Director | 207,009 | 0.26% | Feb 11, 2026 |
| Osamu R. Watanabe | General Counsel, Secretary | 131 | 0.00% | Sep 21, 2026 |
| Christopher Callesano | Chief Financial Officer | 3,406 | 0.00% | Sep 21, 2026 |
| Nick Riehl | Principal Accounting Officer | 61 | 0.00% | Sep 21, 2026 |
| Ciafone Katherine Pilcher | Chief Operating Officer | 8,819 | 0.01% | Sep 21, 2026 |
| Jeffrey Raich | Executive Vice Chairman, MD | 641,814 | 0.82% | Feb 11, 2026 |
| Joseph Simon | Former Chief Financial Officer | 28,590 | 0.04% | Mar 31, 2025 |
| Laila Worrell | Director | 1,768 | 0.00% | Sep 21, 2026 |
| Louise Mirrer | Director | 1,768 | 0.00% | Sep 21, 2026 |
| Thorold Barker | Director | 1,683 | 0.00% | Sep 21, 2026 |
| Kenneth Shropshire | Director | 9,485 | 0.01% | Sep 21, 2026 |
| John A. Allison | Director | 2,484 | 0.00% | Dec 4, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kenneth Shropshire Director | Sep 17, 2026 | Award | +20 | – | – | 1,852 |
| Kenneth Shropshire Director | Sep 17, 2026 | Award | +18.56 | – | – | 1,719 |
| Kenneth Shropshire Director | Sep 17, 2026 | Award | +2.18 | – | – | 202 |
| Laila Worrell Director | Sep 17, 2026 | Award | +19.09 | – | – | 1,768 |
| Laila Worrell Director | Sep 17, 2026 | Award | +19.4 | – | – | 1,796 |
| Laila Worrell Director | Sep 17, 2026 | Award | +17.72 | – | – | 1,641 |
| Thorold Barker Director | Sep 17, 2026 | Award | +18.18 | – | – | 1,683 |
| Thorold Barker Director | Sep 17, 2026 | Award | +16.87 | – | – | 1,562 |
| Louise Mirrer Director | Sep 17, 2026 | Award | +19.09 | – | – | 1,768 |
| Louise Mirrer Director | Sep 17, 2026 | Award | +17.72 | – | – | 1,641 |
| Kenneth Shropshire Director | Aug 27, 2026 | Sale | −1,881 | $69.06 | $129.90K | 7,633 |
| Osamu R. Watanabe General Counsel, Secretary | Aug 4, 2026 | Sale | −4,850 | $69.30 | $336.11K | 131 |
| Kenneth Shropshire Director | Jul 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Kenneth Shropshire Director | Jul 1, 2026 | Award | +200 | – | – | 200 |
| Louise Mirrer Director | Jul 1, 2026 | Award | +1,623 | – | – | 1,623 |
| Thorold Barker Director | Jul 1, 2026 | Award | +1,545 | – | – | 1,545 |
| Laila Worrell Director | Jul 1, 2026 | Award | +1,623 | – | – | 1,623 |
| Laila Worrell Director | Jul 1, 2026 | Award | +1,777 | – | – | 1,777 |
| Thorold Barker Director | Jun 18, 2026 | Award | +15.96 | – | – | 1,665 |
| Laila Worrell Director | Jun 18, 2026 | Award | +4.6 | – | – | 480 |
| Laila Worrell Director | Jun 18, 2026 | Award | +16.76 | – | – | 1,748 |
| Laila Worrell Director | Jun 18, 2026 | Award | +20.08 | – | – | 2,095 |
| Kenneth Shropshire Director | Jun 18, 2026 | Award | +0.52 | – | – | 54 |
| Kenneth Shropshire Director | Jun 18, 2026 | Award | +17.55 | – | – | 1,832 |
| Kenneth Shropshire Director | Jun 18, 2026 | Award | +21.03 | – | – | 2,195 |
| Louise Mirrer Director | Jun 18, 2026 | Award | +12.39 | – | – | 1,293 |
| Louise Mirrer Director | Jun 18, 2026 | Award | +0.38 | – | – | 40 |
| Louise Mirrer Director | Jun 18, 2026 | Award | +16.76 | – | – | 1,748 |
| Thorold Barker Director | Mar 26, 2026 | Award | +19.11 | – | – | 1,649 |
| Louise Mirrer Director | Mar 26, 2026 | Award | +0.46 | – | – | 40 |
| Louise Mirrer Director | Mar 26, 2026 | Award | +20.07 | – | – | 1,732 |
| Louise Mirrer Director | Mar 26, 2026 | Award | +14.84 | – | – | 1,280 |
| Laila Worrell Director | Mar 26, 2026 | Award | +10.99 | – | – | 949 |
| Laila Worrell Director | Mar 26, 2026 | Award | +24.05 | – | – | 2,075 |
| Laila Worrell Director | Mar 26, 2026 | Award | +20.07 | – | – | 1,732 |
| Kenneth Shropshire Director | Mar 26, 2026 | Award | +21.02 | – | – | 1,814 |
| Kenneth Shropshire Director | Mar 26, 2026 | Award | +25.19 | – | – | 2,174 |
| Kenneth Shropshire Director | Mar 26, 2026 | Award | +1.24 | – | – | 107 |
| Christopher Callesano Chief Financial Officer | Feb 19, 2026 | Option exercise | +2,179.3 | – | – | 3,406 |
| Christopher Callesano Chief Financial Officer | Feb 19, 2026 | Tax withholding | −1,114.3 | $62.73 | $69.90K | 2,292 |
| Eric Cantor Vice Chairman, MD, Director | Feb 19, 2026 | Option exercise | +32,367.97 | – | – | 251,173 |
| Eric Cantor Vice Chairman, MD, Director | Feb 19, 2026 | Tax withholding | −14,224.97 | $62.73 | $892.33K | 236,948 |
| Osamu R. Watanabe General Counsel, Secretary | Feb 19, 2026 | Sale | −2,765 | $62.23 | $172.07K | 4,981 |
| Osamu R. Watanabe General Counsel, Secretary | Feb 19, 2026 | Tax withholding | −1,603.9 | $62.73 | $100.61K | 7,746 |
| Osamu R. Watanabe General Counsel, Secretary | Feb 19, 2026 | Option exercise | +9,218.9 | – | – | 9,350 |
| Ciafone Katherine Pilcher Chief Operating Officer | Feb 19, 2026 | Option exercise | +4,885.48 | – | – | 8,819 |
| Ciafone Katherine Pilcher Chief Operating Officer | Feb 19, 2026 | Tax withholding | −850.48 | $62.73 | $53.35K | 7,969 |
| Nick Riehl Principal Accounting Officer | Feb 19, 2026 | Option exercise | +61.43 | – | – | 61 |
| Nick Riehl Principal Accounting Officer | Feb 19, 2026 | Tax withholding | −25.43 | $62.73 | $1.60K | 36 |
| Eric Cantor Vice Chairman, MD, Director | Dec 5, 2025 | Tax withholding | −668.41 | $66.45 | $44.42K | 218,805 |
| Eric Cantor Vice Chairman, MD, Director | Dec 5, 2025 | Option exercise | +668.41 | – | – | 219,473 |
| Louise Mirrer Director | Dec 4, 2025 | Award | +12.26 | – | – | 1,266 |
| Louise Mirrer Director | Dec 4, 2025 | Award | +0.38 | – | – | 39 |
| Louise Mirrer Director | Dec 4, 2025 | Award | +16.58 | – | – | 1,712 |
| Kenneth Shropshire Director | Dec 4, 2025 | Award | +1.54 | – | – | 159 |
| Kenneth Shropshire Director | Dec 4, 2025 | Award | +17.37 | – | – | 1,793 |
| Kenneth Shropshire Director | Dec 4, 2025 | Award | +20.81 | – | – | 2,149 |
| Laila Worrell Director | Dec 4, 2025 | Award | +19.87 | – | – | 2,051 |
| Laila Worrell Director | Dec 4, 2025 | Award | +16.58 | – | – | 1,712 |
| Laila Worrell Director | Dec 4, 2025 | Award | +13.62 | – | – | 1,406 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Shropshire Kenneth Director | Aug 27, 2026 | 1,881 | $129.90K | Aug 27, 2026 | Restricted Stock |
| R. Watanabe Osamu Officer | Aug 4, 2026 | 4,850 | $336.10K | Aug 4, 2026 | Restricted Stock Vesting Under a Registered Plan |
| R. Watanabe Osamu Officer | Feb 19, 2026 | 2,765 | $172.07K | Feb 19, 2026 | Restricted stock vesting under a registered plan |
| Shropshire Kenneth Director | Aug 22, 2025 | 2,615 | $189.64K | Aug 22, 2025 | Restricted Stock |
| R. Watanabe Osamu Officer | Jul 25, 2025 | 6,340 | $460.52K | Jul 25, 2025 | Restricted stock vesting under a registered plan |
| Kenneth Shropshire Director | Feb 21, 2025 | 2,551 | $184.44K | Feb 21, 2025 | RESTRICTED STOCK |
| R. Watanabe Osamu Officer | Feb 19, 2025 | 5,661 | $418.91K | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Cantor Eric Officer | Feb 19, 2025 | 16,530 | $1.22M | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Raich Jeffrey Officer | Feb 19, 2025 | 8,722 | $645.43K | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Mahmoodzadegan Navid Officer | Feb 19, 2025 | 9,406 | $696.04K | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Ciafone Kate Officer | Feb 19, 2025 | 3,515 | $260.11K | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Simon Joseph Officer | Feb 19, 2025 | 5,758 | $426.09K | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| D. Moelis Ken Officer, Director | Feb 19, 2025 | 9,712 | $718.69K | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Pilcher Ciafone Katherine Officer | Jul 30, 2024 | 3,666 | $252.51K | Jul 30, 2024 | Restricted stock vesting under a registered plan |
| D. Moelis Ken Officer, Director | Jul 30, 2024 | 105,308 | $7.25M | Jul 30, 2024 | Founder Stock |