Moelis & Company
Independent investment bank advising on mergers, restructurings, capital markets, and private capital.
$68.40
After-hours close+0.02 (+0.02%)
At close$68.39(−0.36%)
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Breakdown13F · Form 4
Institutions 119.83%Insiders 6.28%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 74.08M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Institutions13F, as of Jun 30, 2026
403 holders · 88.77M shares · 54 new positions · 219 increased · 129 reduced · 61 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 9.06M | 12.23% | +255.8K | Aug 7, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | 5.41M | 7.31% | −364.8K | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 4.49M | 6.06% | −141.4K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 3.35M | 4.52% | +36.3K | Aug 13, 2026 |
| Wasatch Advisors LP | 3.25M | 4.38% | −496.0K | Jul 10, 2026 |
| State Street Corp | 3.04M | 4.11% | +123.7K | Aug 7, 2026 |
| Charles Schwab Investment Management Inc | 2.96M | 3.99% | +252.1K | Aug 14, 2026 |
| Sixth Street Partners Management Company, L.P. | 2.96M | 3.99% | +2.96Mnew | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management, LLC | 7.90% | 5.78M | 13G | May 14, 2026 ↗ |
| Vanguard Portfolio Management | 6.39% | 4.69M | 13G | Apr 29, 2026 ↗ |
| Vanguard Capital Management | 5.28% | 3.88M | 13G | Apr 30, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Kenneth Moelis | director, officer: Executive Chairman | 4.40M | 5.94% | Feb 20, 2026 |
| Eric Cantor | director, officer: Vice Chairman, MD | 236.9K | 0.32% | Feb 23, 2026 |
| Ciafone Katherine Pilcher | officer: Chief Operating Officer | 8.0K | 0.01% | Feb 23, 2026 |
| Kenneth Shropshire | director | 7.1K | 0.01% | Aug 27, 2025 |
| Christopher Callesano | officer: Chief Financial Officer | 2.3K | 0.00% | Feb 23, 2026 |
| Osamu R. Watanabe | officer: General Counsel, Secretary | 131 | 0.00% | Aug 6, 2026 |
| Nick Riehl | officer: Principal Accounting Officer | 36 | 0.00% | Feb 23, 2026 |
7 people have not refiled in the last 18 months (329.6K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 4, 2026 | Osamu R. Watanabeofficer: General Counsel, Secretary | Sale | 4,850 | $69.30 | 131 |
| Feb 19, 2026 | Osamu R. Watanabeofficer: General Counsel, Secretary | Sale | 2,765 | $62.23 | 4,981 |
CongressHouse and Senate disclosures
Not reported.