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	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
21 Feb 25	SellUS$184,437	Kenneth Shropshire	Individual	2,551	US$72.30
07 Nov 24	SellUS$70,800	Christopher Callesano	Individual	885	US$80.00

Insider Trading Volume

Insider Buying: MC insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of MC?
Owner Type	Number of Shares	Ownership Percentage
State or Government	29,934	0.0384%
Individual Insiders	722,260	0.926%
Institutions	77,279,244	99%

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

Top Shareholders

Top 25 shareholders own 76.87% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.9%	The Vanguard Group, Inc.	8,849,607	US$618.9m	6.55%	0.01%
11.8%	BlackRock, Inc.	8,737,187	US$611.0m	4.69%	0.01%
9.12%	Kayne Anderson Rudnick Investment Management, LLC	6,768,276	US$473.3m	-2.2%	1.04%
4.61%	The London Company of Virginia, LLC	3,416,998	US$239.0m	-3.56%	1.25%
4.15%	Charles Schwab Investment Management, Inc.	3,080,123	US$215.4m	0%	0.03%
3.86%	State Street Global Advisors, Inc.	2,862,337	US$200.2m	3.21%	0.01%
3.84%	Wasatch Advisors LP	2,845,605	US$199.0m	4.11%	0.62%
3.23%	Columbia Management Investment Advisers, LLC	2,396,230	US$167.6m	6.01%	0.03%
2.77%	Geode Capital Management, LLC	2,052,862	US$143.6m	26%	0.01%
2.36%	The Goldman Sachs Group, Inc.	1,754,360	US$122.7m	0%	0.04%
1.92%	Timucuan Asset Management Inc	1,424,527	US$99.6m	0.53%	2.74%
1.79%	Citadel Advisors LLC	1,328,346	US$92.9m	20.5%	0.07%
1.75%	Madison Investment Holdings, Inc	1,295,284	US$90.6m	2.46%	0.94%
1.43%	HighTower Advisors, LLC	1,060,294	US$74.1m	10.6%	0.08%
1.4%	Dimensional Fund Advisors LP	1,040,595	US$72.8m	61.4%	0.01%
1.27%	Wells Fargo & Company	940,084	US$65.7m	0%	0.01%
1.24%	Heard Capital LLC	920,240	US$64.4m	-0.54%	3.05%
1.22%	Lord, Abbett & Co. LLC	904,263	US$63.2m	40.2%	0.17%
1.17%	Northern Trust Global Investments	865,405	US$60.5m	0.75%	0.01%
1.07%	Tributary Capital Management, LLC	793,600	US$55.5m	91.3%	2.55%
1.06%	Natixis Advisors, LLC	783,426	US$54.8m	0%	0.08%
1.01%	Azora Capital LP	750,358	US$52.5m	0%	2.2%
0.98%	Emerald Advisers, LLC	725,457	US$50.7m	-0.31%	0.91%
0.97%	Capital Research and Management Company	719,000	US$50.3m	0%	no data
0.95%	UBS Asset Management AG	705,146	US$49.3m	4.41%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/10/31 21:55
End of Day Share Price	2025/10/31 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

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 19 analysts. 7 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
Brennan Hawken	BMO Capital Markets Equity Research
Michael Anthony Needham	BofA Global Research
Devin Ryan	Citizens JMP Securities, LLC