Moelis & Company (MC)
NYSE: MC · Investment Advice · New York, NY · filing with the SEC since 2014
Who owns Moelis & Company
As filed with the SECHolders of 5% or more
3
Kayne Anderson Rudnick Investment Management, LLC holds 7.9% of Common Stock, as its SCHEDULE 13G/A filed May 14, 2026 says.
Directors and officers
12
report now, of 18 people on the record since 2014. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Kayne Anderson Rudnick Investment Management, LLC
SCHEDULE 13G/A · filed May 14, 2026 · Common Stock · 9.1% in Aug 13, 2025
Vanguard Portfolio Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Wasatch Advisors LP
SCHEDULE 13G/A · filed Jul 16, 2026 · CL A · reported falling below 5%, from 5.1% in Apr 22, 2026
The London Company
SCHEDULE 13G/A · filed Feb 17, 2026 · Class A Common Stock · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What MC reports owning in othersstakes of 5% or more, and other ties
21 subsidiaries in 12 countries, from the list filed with the 10-K filed Feb 26, 2026.
Insider tradesForm 4
3sales
0purchases
0sales on a scheduled plan
2people selling
$600,000sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 2, 2025 to Nov 2, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 2, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 18 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Watanabe Osamu R. | General Counsel, Secretary | 2 | $500,000 | 0 | 0 | $0 |
| Shropshire Kenneth | director | 1 | $100,000 | 0 | 0 | $0 |