Moelis & Co

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Moelis & Co
TickerMC
CIK #0001596967
CUSIP60786M105
SectorFinance - Investment Advice
Address399 Park Avenue, 5th Floor, New York, NY 10022
Source [EDGAR]
CIK Filing 2011 - 2026
[0001596967] 10-K
[0001596967] 10-Q
[0001596967] 3
[0001596967] 4
[0001596967] 8-K
[0001596967] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Moelis & Co [2026-04-30] 0.0
Vanguard Portfolio Management LLC Moelis & Co [2026-04-29] 0.0
Wasatch Advisors LP Moelis & Co [2026-04-22] 0.0
BlackRock Inc Moelis & Co [2023-08-08] 10.4
Moelis & Co Rubicon Technologies Inc [2023-02-14] 7.8
Wasatch Advisors Inc Moelis & Co [2023-02-08] 6.1
BlackRock Inc Moelis & Co [2023-01-25] 8.7
AllianceBernstein LP Moelis & Co [2021-02-08] 5.3
Capital Research Global Investors Moelis & Co [2020-02-14] 6.0
JPMorgan Chase & Co Moelis & Co [2020-01-24] 5.7
Kayne Anderson Rudnick Investment Management LLC Moelis & Co [2018-03-07] 8.36
BlackRock Inc Moelis & Co [2017-01-30] 6.6
Lord Abbett & Co LLC Moelis & Co [2016-02-16] 5.18
Vanguard Group Inc Moelis & Co [2016-02-10] 5.86
Jennison Associates LLC Moelis & Co [2016-02-03] 8.2
Prudential Financial Inc Moelis & Co [2016-02-03] 8.2
Moelis Kenneth Moelis & Co [2015-02-17] 10.3
BAMCO Inc /NY/ Moelis & Co [2015-02-17] 0.13
Waddell & Reed Financial Inc Moelis & Co [2015-02-13] 2.7
Wellington Management Group LLP Moelis & Co [2015-02-12] 5.04
JPMorgan Chase & Co Moelis & Co [2015-01-29] 5.7
Form 3/4/5 Filer 2011 - 2026
Barker Thorold
Moelis & Co
Mirrer Louise
Worrell Laila
Shropshire Kenneth
Cantor Eric
Watanabe Osamu R
Riehl Nick
Callesano Christopher
Pilcher Ciafone Katherine
Moelis Kenneth
Raich Jeffrey
Mahmoodzadegan Navid
Simon Joseph
Allison John A
Crain Elizabeth
Richardson Yolonda C
Greenstreet Yvonne
Leaman J Richard III
Bollenbach Stephen F
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Cantor Eric
2024 Long Term Incentive RSUs · derivative
2026-03-26 Grant 77.82 $0.00
Pilcher Ciafone Katherine
2021 Incentive RSUs · derivative
2026-03-26 Grant 16.48 $0.00
Shropshire Kenneth
2025 Annual Restricted Stock Units
2026-03-26 Grant 21.02
Worrell Laila
2024 Annual Restricted Stock Units
2026-03-26 Grant 24.05
Worrell Laila
2025 Elective Restricted Stock Units
2026-03-26 Grant 10.99
Watanabe Osamu R
2022 Incentive RSUs · derivative
2026-03-26 Grant 46.89 $0.00
Riehl Nick
2025 Special Incentive RSUs · derivative
2026-03-26 Grant 8.14 $0.00
Riehl Nick
2023 Long Term Incentive RSUs · derivative
2026-03-26 Grant 11.59 $0.00
Watanabe Osamu R
2024 Incentive RSUs · derivative
2026-03-26 Grant 61.64 $0.00
Shropshire Kenneth
2024 Annual Restricted Stock Units
2026-03-26 Grant 25.19
Cantor Eric
2021 Incentive RSUs · derivative
2026-03-26 Grant 81.78 $0.00
Cantor Eric
2023 Incentive RSUs · derivative
2026-03-26 Grant 236.71 $0.00
Callesano Christopher
2021 Incentive RSUs · derivative
2026-03-26 Grant 4.50 $0.00
Shropshire Kenneth
2025 Elective Restricted Stock Units
2026-03-26 Grant 1.24
Callesano Christopher
2022 Incentive RSUs · derivative
2026-03-26 Grant 14.19 $0.00
Riehl Nick
2024 Incentive RSUs · derivative
2026-03-26 Grant 2.20 $0.00
Mirrer Louise
2024 Annual Restricted Stock Units
2026-03-26 Grant 14.84
Worrell Laila
2025 Annual Restricted Stock Units
2026-03-26 Grant 20.07
Watanabe Osamu R
2021 Incentive RSUs · derivative
2026-03-26 Grant 24.59 $0.00
Watanabe Osamu R
2025 Incentive RSUs · derivative
2026-03-26 Grant 70.01 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 401 78,559,757
2025-12-31 400 75,538,964
2025-09-30 398 76,029,833
2025-06-30 378 74,805,354
2025-03-31 381 73,967,573
2024-12-31 353 69,598,255
2024-09-30 334 71,096,731
2024-06-30 294 72,267,561
2024-03-31 309 72,753,716
2023-12-31 282 72,128,329
2023-09-30 267 69,705,472
2023-06-30 261 72,940,963
Form 13F Holdings
Firm Period DFND Voting Shares
Wasatch Advisors LP [2026-06-30] SOLE 2,329,525 3,246,593
Fort Washington Investment Advisors Inc /OH/ [2026-06-30] SOLE 341,499 412,153
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 1,456 283,885
Alaska Retirement Management Board [2026-06-30] SOLE 37,281 37,281
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 36,289 36,289
Louisiana State Employees Retirement System [2026-06-30] SOLE 32,800 32,800
Salvus Wealth Management LLC [2026-06-30] SOLE 586 29,689
Yousif Capital Management LLC [2026-06-30] SOLE 5,403 20,600
Hennion & Walsh Asset Management Inc [2026-06-30] SOLE 20,525 20,525
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 17,637 17,637
Marshall Financial Group LLC [2026-06-30] SOLE 0 12,334
Drucker Wealth 30 LLC [2026-06-30] OTR 0 11,948
Merit Financial Group LLC [2026-06-30] OTR 0 11,326
Impact Capital Partners LLC [2026-06-30] DFND 0 9,877
Peak Financial Advisors LLC [2026-06-30] SOLE 0 8,423
Fulton Bank NA [2026-06-30] SOLE 6,931 6,931
Trust Point Inc [2026-06-30] SOLE 5,483 5,483
QRG Capital Management Inc [2026-06-30] SOLE 5,206 5,206
Fifth Third Wealth Advisors LLC [2026-06-30] SOLE 4,439 4,439
Curated Wealth Partners LLC [2026-06-30] OTR 0 3,745
Envestnet Portfolio Solutions Inc [2026-06-30] SOLE 3,369 3,369
Drucker Wealth 30 LLC [2026-06-30] SOLE 69 3,220
Central Pacific Bank - Trust Division [2026-06-30] DFND 0 2,690
Gamma Investing LLC [2026-06-30] DFND 1,489 1,489
Versant Capital Management Inc [2026-06-30] SOLE 1,371 1,371
IFP Advisors LLC [2026-06-30] SOLE 1,118 1,118
HM Payson & Co [2026-06-30] OTR 0 642
Merit Financial Group LLC [2026-06-30] SOLE 0 446
Allied Private Wealth LLC [2026-06-30] SOLE 390 390
City State Bank [2026-06-30] SOLE 350 350
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