Moelis & Co (MC) shareholders
MCNYSEInvestment AdviceFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 6, 2026Score 6/3038% above fair value
$56.01−0.28 (-0.50%)
Close on Nov 12, 2026Market cap $4.38BP/E –Yield –
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% | $112.62M | +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)
330 funds held MC in Q2 2026, 54% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
|---|---|---|---|---|
| Kenneth Moelis | Executive Chairman, Director | 14,789,026 | 18.90% | Nov 2, 2026 |
| Eric Cantor | Vice Chairman, MD, Director | 251,173 | 0.32% | Sep 21, 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 Moelis Executive Chairman, Director | Oct 30, 2026 | Option exercise | +8 | – | – | 209,318 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.99%
5M shares short
Days to cover
4.7
At 1M shares a day
Change since last report
-1.2%
From 5M shares
Short volume, 20 days
50.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Moelis's stock actually held short. Settlement fails (shares not delivered on time) peaked at 25,952 shares on Aug 31, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kenneth Shropshire Director | Aug 27, 2026 | 1,881 | $129.90K | Aug 27, 2026 | Restricted Stock |
| Osamu R. Watanabe Officer | Aug 4, 2026 | 4,850 | $336.10K | Aug 4, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Osamu R. Watanabe Officer | Feb 19, 2026 | 2,765 | $172.07K | Feb 19, 2026 | Restricted stock vesting under a registered plan |
| Kenneth Shropshire Director | Aug 22, 2025 | 2,615 | $189.64K | Aug 22, 2025 | Restricted Stock |
| Osamu R. Watanabe 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 |
| Osamu R. Watanabe Officer | Feb 19, 2025 | 5,661 | $418.91K | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Eric Cantor Officer | Feb 19, 2025 | 16,530 | $1.22M | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Jeffrey Raich Officer | Feb 19, 2025 | 8,722 | $645.43K | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Navid Mahmoodzadegan Officer | Feb 19, 2025 | 9,406 | $696.04K | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Kate Ciafone Officer | Feb 19, 2025 | 3,515 | $260.11K | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Joseph Simon Officer | Feb 19, 2025 | 5,758 | $426.09K | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Ken D Moelis Officer, Director | Feb 19, 2025 | 9,712 | $718.69K | Feb 19, 2025 | Restricted stock vesting under a registered plan |
| Ciafone Katherine Pilcher Officer | Jul 30, 2024 | 3,666 | $252.51K | Jul 30, 2024 | Restricted stock vesting under a registered plan |
| Ken D Moelis Officer, Director | Jul 30, 2024 | 105,308 | $7.25M | Jul 30, 2024 | Founder Stock |
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