Moelis & Co
Total Trades
87
Buys
2
Sells
58
Largest Trade
N/A
Insiders
14
Institutional Funds
340
Inst. Value
$1M+
Activist Filings
13
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| WATANABE OSAMU R. | General Counsel | SELL | $100K–$500K | 3K | $62.23 | Feb 23, 2026 |
| WATANABE OSAMU R. | General Counsel | EXERCISE | N/A | 9K | — | Feb 23, 2026 |
| Shropshire Kenneth | Director | SELL | $100K–$500K | 3K | $72.52 | Aug 27, 2025 |
| WATANABE OSAMU R. | General Counsel | SELL | $100K–$500K | 6K | $72.64 | Jul 29, 2025 |
| Pilcher Ciafone Katherine | COO | EXERCISE | N/A | 7K | — | Feb 22, 2025 |
| Pilcher Ciafone Katherine | COO | SELL | $100K–$500K | 4K | $74.00 | Feb 22, 2025 |
| Cantor Eric | Vice Chairman, MD | EXERCISE | N/A | 38K | — | Feb 22, 2025 |
| Cantor Eric | Vice Chairman, MD | SELL | $1M+ | 17K | $74.00 | Feb 22, 2025 |
| SIMON JOSEPH | CFO | EXERCISE | N/A | 12K | — | Feb 22, 2025 |
| SIMON JOSEPH | CFO | SELL | $100K–$500K | 6K | $74.00 | Feb 22, 2025 |
| MOELIS KENNETH | Chairman, CEO | SELL | $500K+ | 10K | $74.00 | Feb 22, 2025 |
| MOELIS KENNETH | Chairman, CEO | EXERCISE | N/A | 59K | — | Feb 22, 2025 |
| Callesano Christopher | Principal Accounti… | SELL | $50K–$100K | 1K | $74.00 | Feb 22, 2025 |
| Callesano Christopher | Principal Accounti… | EXERCISE | N/A | 3K | — | Feb 22, 2025 |
| RAICH JEFFREY | Co-President, MD | EXERCISE | N/A | 19K | — | Feb 22, 2025 |
| RAICH JEFFREY | Co-President, MD | SELL | $500K+ | 9K | $74.00 | Feb 22, 2025 |
| WATANABE OSAMU R. | General Counsel | EXERCISE | N/A | 12K | — | Feb 22, 2025 |
| WATANABE OSAMU R. | General Counsel | SELL | $100K–$500K | 6K | $74.00 | Feb 22, 2025 |
| MAHMOODZADEGAN NAVID | Co-President, MD | EXERCISE | N/A | 57K | — | Feb 22, 2025 |
| MAHMOODZADEGAN NAVID | Co-President, MD | SELL | $500K+ | 9K | $74.00 | Feb 22, 2025 |
| Shropshire Kenneth | Director | SELL | $100K–$500K | 3K | $72.30 | Feb 22, 2025 |
| Callesano Christopher | Principal Accounti… | SELL | $50K–$100K | 885 | $80.00 | Nov 12, 2024 |
| Shropshire Kenneth | Director | SELL | $15K–$50K | 495 | $69.29 | Aug 2, 2024 |
| Pilcher Ciafone Katherine | COO | SELL | $100K–$500K | 4K | $68.88 | Aug 2, 2024 |
| MOELIS KENNETH | Chairman, CEO | SELL | $1M+ | 105K | $68.89 | Aug 2, 2024 |
| MOELIS KENNETH | Chairman, CEO | SELL | $1M+ | 79K | $54.11 | Mar 1, 2024 |
| MAHMOODZADEGAN NAVID | Co-President, MD | SELL | $1M+ | 70K | $54.05 | Mar 1, 2024 |
| SIMON JOSEPH | CFO | SELL | $100K–$500K | 9K | $54.13 | Mar 1, 2024 |
| RAICH JEFFREY | Co-President, MD | SELL | $1M+ | 45K | $54.23 | Mar 1, 2024 |
| MAHMOODZADEGAN NAVID | Co-President, MD | SELL | $1M+ | 96K | $52.85 | Feb 24, 2024 |
| MAHMOODZADEGAN NAVID | Co-President, MD | EXERCISE | N/A | 178K | — | Feb 24, 2024 |
| SIMON JOSEPH | CFO | SELL | $100K–$500K | 8K | $52.60 | Feb 24, 2024 |
| SIMON JOSEPH | CFO | EXERCISE | N/A | 17K | — | Feb 24, 2024 |
| RAICH JEFFREY | Co-President, MD | EXERCISE | N/A | 85K | — | Feb 24, 2024 |
| RAICH JEFFREY | Co-President, MD | SELL | $1M+ | 85K | $53.67 | Feb 24, 2024 |
| Callesano Christopher | Principal Accounti… | EXERCISE | N/A | 2K | — | Feb 24, 2024 |
| Callesano Christopher | Principal Accounti… | SELL | $50K–$100K | 1K | $52.60 | Feb 24, 2024 |
| MOELIS KENNETH | Chairman, CEO | EXERCISE | N/A | 285K | — | Feb 24, 2024 |
| MOELIS KENNETH | Chairman, CEO | SELL | $1M+ | 129K | $52.61 | Feb 24, 2024 |
| Cantor Eric | Vice Chairman, MD | EXERCISE | N/A | 41K | — | Feb 24, 2024 |
| Cantor Eric | Vice Chairman, MD | SELL | $500K+ | 18K | $52.60 | Feb 24, 2024 |
| WATANABE OSAMU R. | General Counsel | EXERCISE | N/A | 14K | — | Feb 24, 2024 |
| WATANABE OSAMU R. | General Counsel | SELL | $500K+ | 14K | $53.37 | Feb 24, 2024 |
| Pilcher Ciafone Katherine | COO | SELL | $100K–$500K | 5K | $52.60 | Feb 24, 2024 |
| Pilcher Ciafone Katherine | COO | EXERCISE | N/A | 8K | — | Feb 24, 2024 |
| MAHMOODZADEGAN NAVID | Co-President, MD | SELL | $1M+ | 66K | $55.26 | Feb 21, 2024 |
| SIMON JOSEPH | CFO | SELL | $500K+ | 11K | $54.70 | Feb 13, 2024 |
| Callesano Christopher | Principal Accounti… | SELL | $50K–$100K | 1K | $53.59 | Feb 12, 2024 |
| MOELIS KENNETH | Chairman, CEO | SELL | $1M+ | 93K | $41.75 | Nov 14, 2023 |
| Shropshire Kenneth | Director | SELL | $50K–$100K | 1K | $48.09 | Aug 14, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 340 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| WASATCH ADVISORS LP | 3.4M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.2M | $1M+ | SH |
| STATE STREET CORP | 2.9M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $1M+ | SH |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1.4M | $1M+ | SH |
| HighTower Advisors, LLC | 1.4M | $1M+ | SH |
| Madison Asset Management, LLC | 1.2M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.1M | $1M+ | SH |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.1M | $1M+ | SH |
| NATIXIS ADVISORS, LLC | 1.0M | $1M+ | SH |
| BALYASNY ASSET MANAGEMENT L.P. | 885K | $1M+ | SH |
| Capital World Investors | 719K | $1M+ | SH |
| JENNISON ASSOCIATES LLC | 714K | $1M+ | SH |
| NORGES BANK | 624K | $1M+ | SH |
| EMERALD ADVISERS, LLC | 616K | $1M+ | SH |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 571K | $1M+ | SH |
| Fisher Asset Management, LLC | 457K | $1M+ | SH |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 381K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 400K | $1M+ | SH |
| Tributary Capital Management, LLC | 370K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Kayne Anderson Rudnick Investment Management, LLC
SC 13G/A · Aug 13, 2025
9.1%
6.7M shares
SC 13G/A · Feb 14, 2024
5.2%
3.5M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
11.7%
7.8M shares
Kayne Anderson Rudnick Investment Management, LLC 95-4575414
SC 13G/A · Feb 13, 2024
10.6%
7.1M shares
SC 13G/A · Jan 23, 2024
12.0%
8.0M shares
SC 13G · Aug 8, 2023
10.4%
6.9M shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 95-4575414
SC 13G/A · Feb 14, 2023
10.5%
6.7M shares
SC 13G/A · Feb 14, 2023
5.6%
3.6M shares
SC 13G · Jan 25, 2023
8.7%
5.6M shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 95-4575414
SC 13G/A · Aug 9, 2022
11.3%
7.3M shares
AllianceBernstein L.P. 13-4064930
SC 13G/A · Feb 14, 2022
4.2%
2.5M shares
SC 13G/A · Feb 14, 2022
5.6%
3.4M shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 95-4575414
SC 13G/A · Feb 11, 2022
9.1%
5.6M shares