SEC ownership of Moelis & Co

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001596967.

Comparable stake leader

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

31 Mar 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 2 signals
Latest 13D/G holder
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Latest parsed ownership date
31 Mar 2026
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001596967
Issuer location
New York, NY

Ownership snapshot

Top shareholders of Moelis & Co (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
KAYNE ANDERSON RUDNICK IN...
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
31 Mar 2026
13D/G 13F Lead comparable stake: 9.1% 13D/G row: KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Showing 1-8 of 50 holder rows.

Quick read

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC leads the comparable SEC ownership view at 9.1%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC's linked filing trail.
Comparable ownership Top 5
KAYNE ANDERSON RUDNICK INVESTMENT... 9.1%
WASATCH ADVISORS LP 5.1%
LONDON CO OF VIRGINIA 4.1%
BlackRock, Inc. 12%
VANGUARD PORTFOLIO MANAGEMENT LLC 6.3%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13D/G 13F
Company
9.1%
$441,974,902
6,739,477 shares
$0 30 Jun 2025
WASATCH ADVISORS LP
13F 13D/G
Company
5.1%
from 13D/G
$213,329,540
3,742,624 shares
31 Mar 2026
LONDON CO OF VIRGINIA
13D/G 13F
The London Company · Company
4.1%
$228,362,319
3,061,978 shares
$0 31 Dec 2025
BlackRock, Inc.
13F
Company
13F
12%
$501,720,227
8,802,109 shares
31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
Company
13F
6.3%
$263,834,931
4,628,683 shares
31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
4.5%
$188,957,280
3,315,040 shares
31 Mar 2026
STATE STREET CORP
13F
Company
13F
4%
$166,504,353
2,921,129 shares
31 Mar 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
3.7%
$154,081,374
2,703,182 shares
31 Mar 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$822,243.

Buys
$0
Insiders: 0
Sells
$822,243
Insiders: 2
Net
-$822,243
Shares: -11,720
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 11,720
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 2,765 $0 $172,066 -$172,066
6-9 0 0 $0 $0 $0
9-12 0 8,955 $0 $650,177 -$650,177

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-16 of 16 reporting-owner rows connected to Moelis & Co. Open a relationship link for the CIK-to-CIK filing trail.

Rows
16
Largest Forms 3/4/5 holder
Navid Mahmoodzadegan
Net 12M change
-$822,244
Latest report
26 Mar 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Navid Mahmoodzadegan Chief Executive Officer, Director $39,969,632 Mixed 09 Feb 2026
Kenneth Moelis Executive Chairman, Director $28,381,878 Mixed 18 Feb 2026
Eric Cantor Vice Chairman, MD, Director $20,038,021 Mixed 26 Mar 2026
Jeffrey Raich Executive Vice Chairman, MD $9,758,808 Mixed 09 Feb 2026
Joseph Simon Former Chief Financial Officer $4,848,882 Mixed 27 Mar 2025
Osamu R. Watanabe General Counsel, Secretary $1,612,206 -$632,604 -28% Mixed 26 Mar 2026
Katherine Pilcher Ciafone Chief Operating Officer $1,214,516 Mixed 26 Mar 2026
Kenneth Shropshire Director $515,544 -$189,640 -27% Filing P/S 26 Mar 2026
Christopher Callesano Chief Financial Officer $469,406 Mixed 26 Mar 2026
Nick Riehl Principal Accounting Officer $2,258 Mixed 26 Mar 2026
John A. Allison Director Mixed 02 Dec 2024
Laila Worrell Director Mixed 26 Mar 2026
Louise Mirrer Director Mixed 26 Mar 2026
Yolonda C. Richardson Director Mixed 23 Jun 2023
Thorold Barker Director Mixed 26 Mar 2026
Elizabeth Crain Former Chief Operating Officer Mixed 22 Dec 2023

Recent insider transactions for Moelis & Co

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Kenneth Shropshire MC 2025 Elective Restricted Stock Units Award 1.17% 1.24 107 26 Mar 2026 Direct
Kenneth Shropshire MC 2025 Annual Restricted Stock Units Award 1.17% 21.02 1,814 26 Mar 2026 Direct
Kenneth Shropshire MC 2024 Annual Restricted Stock Units Award 1.17% 25.19 2,174 26 Mar 2026 Direct
Laila Worrell MC 2025 Elective Restricted Stock Units Award 1.17% 10.99 949 26 Mar 2026 Direct
Laila Worrell MC 2025 Annual Restricted Stock Units Award 1.17% 20.07 1,732 26 Mar 2026 Direct
Laila Worrell MC 2024 Annual Restricted Stock Units Award 1.17% 24.05 2,075 26 Mar 2026 Direct
Eric Cantor MC 2024 Long Term Incentive RSUs Award 1.17% 77.82 6,715 26 Mar 2026 Direct
Eric Cantor MC 2024 Incentive RSUs Award 1.17% 149 12,895 26 Mar 2026 Direct
Eric Cantor MC 2023 Incentive RSUs Award 1.17% 237 20,426 26 Mar 2026 Direct
Eric Cantor MC 2022 Incentive RSUs Award 1.17% 205 17,702 26 Mar 2026 Direct
Eric Cantor MC 2021 Incentive RSUs Award 1.17% 81.78 7,057 26 Mar 2026 Direct
Nick Riehl MC 2025 Special Incentive RSUs Award 1.17% 8.14 702 26 Mar 2026 Direct
Nick Riehl MC 2025 Incentive RSUs Award 1.17% 10.99 948 26 Mar 2026 Direct
Nick Riehl MC 2024 Long Term Incentive RSUs Award 1.17% 3.88 335 26 Mar 2026 Direct
Nick Riehl MC 2024 Incentive RSUs Award 1.17% 2.2 190 26 Mar 2026 Direct
Nick Riehl MC 2023 Long Term Incentive RSUs Award 1.17% 11.59 1,000 26 Mar 2026 Direct
Christopher Callesano MC 2024 Incentive RSUs Award 1.17% 15.56 1,343 26 Mar 2026 Direct
Christopher Callesano MC 2023 Incentive RSUs Award 1.17% 14.62 1,262 26 Mar 2026 Direct
Christopher Callesano MC 2022 Incentive RSUs Award 1.17% 14.19 1,224 26 Mar 2026 Direct
Christopher Callesano MC 2021 Incentive RSUs Award 1.17% 4.5 388 26 Mar 2026 Direct
Katherine Pilcher Ciafone MC 2022 Incentive RSUs Award 1.17% 46.89 4,047 26 Mar 2026 Direct
Katherine Pilcher Ciafone MC 2021 Incentive RSUs Award 1.17% 16.48 1,422 26 Mar 2026 Direct
Osamu R. Watanabe MC 2025 Special Incentive RSUs Award 1.17% 16.27 1,404 26 Mar 2026 Direct
Osamu R. Watanabe MC 2025 Incentive RSUs Award 1.17% 70.01 6,041 26 Mar 2026 Direct
Osamu R. Watanabe MC 2024 Incentive RSUs Award 1.17% 61.64 5,319 26 Mar 2026 Direct
Osamu R. Watanabe MC 2023 Incentive RSUs Award 1.17% 55.7 4,806 26 Mar 2026 Direct
Osamu R. Watanabe MC 2022 Incentive RSUs Award 1.17% 46.89 4,047 26 Mar 2026 Direct
Osamu R. Watanabe MC 2021 Incentive RSUs Award 1.17% 24.59 2,122 26 Mar 2026 Direct
Thorold Barker MC 2025 Annual Restricted Stock Units Award 1.17% 19.11 1,649 26 Mar 2026 Direct
Louise Mirrer MC 2025 Annual Restricted Stock Units Award 1.17% 20.07 1,732 26 Mar 2026 Direct
Louise Mirrer MC 2024 Annual Restricted Stock Units Award 1.21% 15.3 1,280 26 Mar 2026 Direct
Nick Riehl MC Class A Common Stock Tax liability -41.4% -25.43 36 19 Feb 2026 Direct
Nick Riehl MC Class A Common Stock Options Exercise 61.43 61 19 Feb 2026 Direct
Nick Riehl MC 2024 Incentive Restricted Stock Units Options Exercise -24.7% -61.43 187 19 Feb 2026 Direct
Osamu R. Watanabe MC Class A Common Stock Sale -35.7% $172,066 $62.23 -2,765 4,981 19 Feb 2026 Direct
Osamu R. Watanabe MC Class A Common Stock Tax liability -17.2% -1,604 7,746 19 Feb 2026 Direct
Osamu R. Watanabe MC Class A Common Stock Options Exercise 7037.3% 9,219 9,350 19 Feb 2026 Direct
Osamu R. Watanabe MC 2024 Incentive Restricted Stock Units Options Exercise -20% -1,314 5,258 19 Feb 2026 Direct
Osamu R. Watanabe MC 2023 Incentive Restricted Stock Units Options Exercise -25% -1,583 4,750 19 Feb 2026 Direct
Osamu R. Watanabe MC 2022 Incentive Restricted Stock Units Options Exercise -33.3% -2,000 4,000 19 Feb 2026 Direct
Osamu R. Watanabe MC 2021 Incentive Restricted Stock Units Options Exercise -50% -2,098 2,098 19 Feb 2026 Direct
Osamu R. Watanabe MC 2020 Incentive Restricted Stock Units Options Exercise -100% -2,224 0 19 Feb 2026 Direct
Christopher Callesano MC Class A Common Stock Tax liability -32.7% -1,114 2,292 19 Feb 2026 Direct
Christopher Callesano MC Class A Common Stock Options Exercise 177.6% 2,179 3,406 19 Feb 2026 Direct
Christopher Callesano MC 2024 Incentive Restricted Stock Units Options Exercise -20% -331 1,327 19 Feb 2026 Direct
Christopher Callesano MC 2023 Incentive Restricted Stock Units Options Exercise -25% -415 1,247 19 Feb 2026 Direct
Christopher Callesano MC 2022 Incentive Restricted Stock Units Options Exercise -33.3% -605 1,210 19 Feb 2026 Direct
Christopher Callesano MC 2021 Incentive Restricted Stock Units Options Exercise -50% -384 384 19 Feb 2026 Direct
Christopher Callesano MC 2020 Incentive Restricted Stock Units Options Exercise -100% -444 0 19 Feb 2026 Direct
Katherine Pilcher Ciafone MC Class A Common Stock Tax liability -9.64% -850 7,969 19 Feb 2026 Direct
* marks a reported price that did not pass the local price check.
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