Moelis & Co
Ownership
Ownership Structure
Who owns Moelis & Co (MC)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 99.0% of the shares are freely tradable; institutional investors hold 111.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 11.88 | 8,802,109 | -0.1 | 03/31/2026 |
| Kayne Anderson Rudnick Investment Management LLC | 7.80 | 5,777,773 | -4.2 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 6.25 | 4,628,683 | +0.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.47 | 3,315,040 | +0.0 | 03/31/2026 |
| Wasatch Advisors LP | 4.38 | 3,246,593 | -13.3 | 06/30/2026 |
| State Street Corp | 3.94 | 2,921,129 | +2.3 | 03/31/2026 |
| London Company of Virginia | 3.92 | 2,903,947 | -5.2 | 03/31/2026 |
| Charles Schwab Investment Management Inc | 3.65 | 2,703,182 | -15.4 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.11 | 4,526,178 | +0.0 | 08/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.20 | 2,371,899 | +0.3 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Shropshire Kenneth | Director | 7,633 | 454,164 $ | Aug 27, 2026 | direct |
| Watanabe Osamu R. | General Counsel, Secretary | 131 | 7,795 $ | Aug 4, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Shropshire Kenneth | Director | Sell | 1,881 | 69.06 | 129,902 |
| Aug 4, 2026 | Watanabe Osamu R. | General Counsel, Secretary | Sell | 4,850 | 69.30 | 336,105 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.