Moelis & Co
MCFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Moelis & Co Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 14 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 23, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Swiss National Bank | 2026-03-31 | 146,400 | $8.34M | SEC filing |
| ARIZONA STATE RETIREMENT SYSTEM | 2026-03-31 | 20,342 | $1.16M | SEC filing |
| VOYA INVESTMENT MANAGEMENT LLC | 2026-03-31 | 367,936 | $21M | SEC filing |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-03-31 | 331 | $18.9K | SEC filing |
| State of Wyoming | 2026-03-31 | 4,366 | $249K | SEC filing |
| KLP KAPITALFORVALTNING AS | 2026-03-31 | 16,300 | $929K | SEC filing |
| Pallas Capital Advisors LLC | 2026-03-31 | 4,288 | $244K | SEC filing |
| Central Pacific Bank - Trust Division | 2026-03-31 | 2,490 | $142K | SEC filing |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2026-03-31 | 72 | $4.1K | SEC filing |
| State of Alaska, Department of Revenue | 2026-03-31 | 49,435 | Not shown | SEC filing |
| Bayforest Capital Ltd | 2026-03-31 | 4,872 | $278K | SEC filing |
| INCEPTIONR LLC | 2026-03-31 | 8,348 | $476K | SEC filing |
| Entropy Technologies, LP | 2026-03-31 | 16,841 | $960K | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 186,121 | $10.6M | SEC filing |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-03-31 | 18,074 | $1.03M | SEC filing |
| Quantum Private Wealth, LLC | 2026-03-31 | 11,314 | $645K | SEC filing |
| RENAISSANCE TECHNOLOGIES LLC | 2026-03-31 | 219,500 | $12.5M | SEC filing |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 2026-03-31 | 1,514,701 | $86.3M | SEC filing |
| HM PAYSON & CO | 2026-03-31 | 642 | $36.6K | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 7,781 | $444K | SEC filing |
- Each value is checked against Moelis & Co's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Moelis & Co's share price.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-02-19 | WATANABE OSAMU R. · General Counsel, Secretary | Class A Common Stock | S — Open market or private sale | −2,765 | 62.23 | SEC filing |
| 2025-08-22 | Shropshire Kenneth · Director | Class A Common Stock | S — Open market or private sale | −2,615 | 72.52 | SEC filing |
| 2025-07-25 | WATANABE OSAMU R. · General Counsel, Secretary | Class A Common Stock | S — Open market or private sale | −6,340 | 72.64 | SEC filing |
Showing 3 of 3 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-18 | Riehl Nick · Principal Accounting Officer | 2024 Incentive RSUs | A — Grant, award, or other acquisition | +2 | SEC filing |
| 2026-06-18 | Shropshire Kenneth · Director | 2025 Elective Restricted Stock Units | A — Grant, award, or other acquisition | +1 | SEC filing |
| 2026-06-18 | Callesano Christopher · Chief Financial Officer | 2023 Incentive RSUs | A — Grant, award, or other acquisition | +12 | SEC filing |
| 2026-06-18 | Mirrer Louise · Director | 2024 Annual Restricted Stock Units | A — Grant, award, or other acquisition | +12 | SEC filing |
| 2026-06-18 | WATANABE OSAMU R. · General Counsel, Secretary | 2022 Incentive RSUs | A — Grant, award, or other acquisition | +39 | SEC filing |
| 2026-06-18 | Callesano Christopher · Chief Financial Officer | 2021 Incentive RSUs | A — Grant, award, or other acquisition | +4 | SEC filing |
| 2026-06-18 | Riehl Nick · Principal Accounting Officer | 2025 Special Incentive RSUs | A — Grant, award, or other acquisition | +7 | SEC filing |
| 2026-06-18 | Worrell Laila · Director | 2025 Annual Restricted Stock Units | A — Grant, award, or other acquisition | +17 | SEC filing |
Showing 8 of 28 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.