Moelis & Co
MC- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001596967
In the last 90 days, Moelis & Co insiders filed 0 open-market purchases and 2 sales; 397 institutions reported holding it in 13F filings for Q2 2026, worth $5.25B in total; no superinvestor holds it.
Holders of 5% or more of MC
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Moelis & Co, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 13G/A | 7.90%5.78M shares | −1.20 ppfrom 9.10% | Feb 11, 20217 filings | May 14, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 6.39%4.69M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.28%3.88M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
35 Schedule 13D and 13G filings on Moelis & Co, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Jul 16, 20262:46 PM ET | Wasatch Advisors Inc | 13G/A | 4.40%3.25M shares | −0.70 ppfrom 5.10%Below 5% | Jun 30, 2026 | SEC |
| May 14, 20264:05 PM ET | Kayne Anderson Rudnick Investment Management LLC | 13G/A | 7.90%5.78M shares | −1.20 ppfrom 9.10% | Mar 31, 2026 | SEC |
| Apr 30, 202611:42 AM ET | Vanguard Capital Management LLC | 13G | 5.28%3.88M shares | New | Mar 31, 2026 | SEC |
| Apr 29, 20262:23 PM ET | Vanguard Portfolio Management LLC | 13G | 6.39%4.69M shares | New | Mar 31, 2026 | SEC |
| Apr 22, 20263:28 PM ET | Wasatch Advisors Inc | 13G | 5.10%3.74M shares | – | Mar 31, 2026 | SEC |
| Mar 27, 202610:52 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Feb 17, 202610:00 AM ET | London Co of Virginia | 13G/A | 4.14%3.06M shares | –Below 5% | Dec 31, 2025 | SEC |
| Aug 13, 20254:05 PM ET | Kayne Anderson Rudnick Investment Management LLC | 13G/A | 9.10%6.74M shares | – | Jun 30, 2025 | SEC |
| Feb 14, 2024 | London Co of Virginia | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Kayne Anderson Rudnick Investment Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2024 | Wasatch Advisors Inc | 13G/AOld format | – | – | – | SEC |
| Jan 23, 20244:13 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Aug 8, 202310:29 AM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| Feb 14, 2023 | Kayne Anderson Rudnick Investment Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2023 | London Co of Virginia | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 8, 2023 | Wasatch Advisors Inc | 13GOld format | – | New | – | SEC |
| Jan 25, 202310:36 AM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| Aug 9, 2022 | Kayne Anderson Rudnick Investment Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 14, 20223:15 PM ET | Alliancebernstein L.P. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Kayne Anderson Rudnick Investment Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | London Co of Virginia | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 3, 20224:41 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Nov 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Nov 9, 2021 | JPMorgan Chase & Co | 13G/AOld format | – | – | – | SEC |
| Feb 16, 2021 | Capital Research Global Investors | 13G/AOld format | – | – | – | SEC |
| Feb 16, 2021 | London Co of Virginia | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2021 | Moelis Kenneth | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2021 | Kayne Anderson Rudnick Investment Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 5, 20216:28 PM ET | Alliancebernstein L.P. | 13GOld format | – | New | – | SEC |
| Jan 29, 20215:23 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 27, 2021 | JPMorgan Chase & Co | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
3 notices from officers, directors and other affiliates planning to sell Moelis & Co shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Aug 10, 20235:46 PM ET | Shropshire KennethDirector | 1.42K | $68.1K | Aug 10, 2023 | ETRADE FINANCIAL CORPORATION | SEC |
| Aug 2, 20234:33 PM ET | Elizabeth A CrainOfficer | 5.59K | $268.6K | Aug 2, 2023 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jul 31, 20234:44 PM ET | Elizabeth A CrainOfficer | 5.59K | $268.8K | Jul 31, 2023 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |