Moelis Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:MC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
22 Aug 25	SellUS$189,640	Kenneth Shropshire	Individual		2,615	US$72.52
25 Jul 25	SellUS$460,538	Osamu Watanabe	Individual		6,340	US$72.64

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MC?
Owner Type	Number of Shares	Ownership Percentage
State or Government	29,715	0.0361%
Individual Insiders	753,991	0.916%
Institutions	81,566,807	99%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 77.69% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.8%	BlackRock, Inc.	8,752,086	US$663.5m	-0.08%	0.01%
7.77%	Kayne Anderson Rudnick Investment Management, LLC	5,778,143	US$438.0m	-4.24%	1.08%
6.22%	Vanguard Portfolio Management, LLC	4,628,683	US$350.9m	0%	0.01%
5.03%	Wasatch Advisors LP	3,742,624	US$283.7m	9.03%	0.84%
4.46%	Vanguard Capital Management, LLC	3,315,040	US$251.3m	0%	no data
3.93%	State Street Global Advisors, Inc.	2,921,129	US$221.4m	2.27%	0.01%
3.9%	The London Company of Virginia, LLC	2,903,947	US$220.1m	-5.16%	1.16%
3.63%	Charles Schwab Investment Management, Inc.	2,703,195	US$204.9m	-15.4%	0.02%
2.92%	Geode Capital Management, LLC	2,169,253	US$164.4m	4.01%	0.01%
2.89%	Columbia Management Investment Advisers, LLC	2,147,192	US$162.8m	-19.8%	0.03%
2.4%	HighTower Advisors, LLC	1,785,339	US$135.3m	28.8%	0.12%
2.38%	Madison Investment Holdings, Inc	1,773,735	US$134.5m	45.6%	1.47%
2.07%	The Goldman Sachs Group, Inc.	1,540,252	US$116.8m	-5.85%	0.03%
2.04%	Timucuan Asset Management Inc	1,514,701	US$114.8m	7.75%	3.86%
1.82%	Natixis Advisors, LLC	1,352,595	US$102.5m	32.6%	0.12%
1.76%	Channing Capital Management, LLC	1,308,095	US$99.2m	460%	2.16%
1.74%	Edward Jones Trust Company	1,290,540	US$97.8m	55,600%	0.04%
1.72%	Dimensional Fund Advisors LP	1,277,774	US$96.9m	5.02%	0.01%
1.61%	Nomura Investment Management Business Trust	1,193,768	US$90.5m	0%	0.1%
1.38%	Fisher Asset Management, LLC	1,028,637	US$78.0m	125%	0.02%
1.33%	BNY Asset Management	988,599	US$74.9m	-1.14%	0.01%
1.32%	Heard Capital LLC	979,810	US$74.3m	-0.17%	2.99%
1.25%	Wells Fargo & Company	927,202	US$70.3m	-1.36%	0.01%
1.2%	Emerald Advisers, LLC	890,542	US$67.5m	-9.05%	0.96%
1.17%	JP Morgan Asset Management	867,714	US$65.8m	34.5%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/03 06:57
End of Day Share Price	2026/06/03 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Moelis & Company is covered by 18 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Charles Hintz	Bernstein
Brennan Hawken	BMO Capital Markets Equity Research
Ebrahim Poonawala	BofA Global Research