MC: Moelis & Co insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
398 institutions reported holding $5.06B of Moelis & Co on Form 13F (403 the quarter before). 51 opened a new position and 55 sold out. Shares held by institutions: same.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 9,057,944 | $592.57M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5,412,938 | $354.11M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,487,258 | $293.56M |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,351,361 | $219.25M |
| WASATCH ADVISORS LP | 3,246,593 | $212.39M |
| STATE STREET CORP | 3,044,858 | $199.19M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,955,235 | $193.33M |
| LONDON CO OF VIRGINIA | 2,791,199 | $182.60M |
| GEODE CAPITAL MANAGEMENT, LLC | 2,359,476 | $154.38M |
| AMERIPRISE FINANCIAL INC | 2,344,828 | $153.40M |
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