Market data loadingS&P 500--NASDAQ--Data as of latest ETNo timestamp

Moelis & Company (MC) Institutional Ownership & Insider Trading

395 institutions reported holding Moelis & Company shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 3 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

MCMoelis & CompanyFollow MC — free
Capital Markets · Financials
—
Price chart with a free account
Market cap
4.3B
P/E TTM
—
Dividend yield
—
52-week
—
Next earnings
5 Nov, in 12 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

395 institutions held —% of the shares. Across filers that reported both quarters, shares held changed -0.0%.

Increased+142New+39Decreased-117Closed-41

Largest moves, shares (millions)

Citadel Advisors+0.7MJunto Capital Management+0.5MJones Financial Companies…+0.4MCapital World Investors-0.7MWasatch Advisors-0.5MGoldman Sachs Group-0.5M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-3.0Sep 24-2.7Dec 24+4.5Mar 25+1.2Jun 25+1.7Sep 25-1.0Dec 25+3.4Mar 26-0.0Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2639580-0.0%1423911741
Mar 2639880+5.1%1524711746
Dec 2539377-1.3%1343213040
Sep 2538678+2.3%138459827
Jun 2536776+1.7%1524910251
Mar 2537374+6.6%151658635
Dec 2434571-3.8%914310128
Sep 2432771-4.6%89519719

Moelis & Company — questions

Who owns Moelis & Company stock?
395 institutions reported Moelis & Company shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (11.6%), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (6.9%), VANGUARD PORTFOLIO MANAGEMENT LLC (5.7%).
Are Moelis & Company insiders buying or selling?
3 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Moelis & Company's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.