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 |
|---|---|---|---|---|---|---|
| CRAIN ELIZABETH | COO | SELL | $500K+ | 11K | $48.08 | Aug 3, 2023 |
| MAHMOODZADEGAN NAVID | Co-President, MD | SELL | $1M+ | 23K | $43.05 | Mar 8, 2023 |
| MAHMOODZADEGAN NAVID | Co-President, MD | SELL | $1M+ | 106K | $43.17 | Mar 3, 2023 |
| WATANABE OSAMU R. | General Counsel | SELL | $100K–$500K | 6K | $42.99 | Mar 1, 2023 |
| RAICH JEFFREY | Co-President, MD | SELL | $1M+ | 37K | $42.06 | Feb 25, 2023 |
| RAICH JEFFREY | Co-President, MD | EXERCISE | N/A | 91K | — | Feb 25, 2023 |
| MOELIS KENNETH | Chairman, CEO | EXERCISE | N/A | 114K | — | Feb 25, 2023 |
| MOELIS KENNETH | Chairman, CEO | SELL | $1M+ | 46K | $42.06 | Feb 25, 2023 |
| MAHMOODZADEGAN NAVID | Co-President, MD | EXERCISE | N/A | 171K | — | Feb 25, 2023 |
| MAHMOODZADEGAN NAVID | Co-President, MD | SELL | $1M+ | 69K | $42.06 | Feb 25, 2023 |
| CRAIN ELIZABETH | COO | EXERCISE | N/A | 26K | — | Feb 25, 2023 |
| CRAIN ELIZABETH | COO | SELL | $100K–$500K | 10K | $42.06 | Feb 25, 2023 |
| WATANABE OSAMU R. | General Counsel | EXERCISE | N/A | 14K | — | Feb 25, 2023 |
| WATANABE OSAMU R. | General Counsel | SELL | $100K–$500K | 6K | $42.06 | Feb 25, 2023 |
| Callesano Christopher | Principal Accounti… | SELL | $50K–$100K | 1K | $46.92 | Feb 14, 2023 |
| RAICH JEFFREY | Co-President, MD | SELL | $1M+ | 98K | $44.98 | Feb 14, 2023 |
| MOELIS KENNETH | Chairman, CEO | SELL | $1M+ | 179K | $46.14 | Feb 1, 2023 |
| MOELIS KENNETH | Chairman, CEO | SELL | $500K+ | 15K | $46.03 | Jan 25, 2023 |
| MOELIS KENNETH | Chairman, CEO | SELL | $1M+ | 193K | $46.36 | Nov 17, 2022 |
| SIMON JOSEPH | CFO | SELL | $500K+ | 12K | $45.98 | Nov 17, 2022 |
| CRAIN ELIZABETH | COO | SELL | $100K–$500K | 7K | $47.08 | Jun 2, 2022 |
| CRAIN ELIZABETH | COO | SELL | $100K–$500K | 7K | $44.61 | May 27, 2022 |
| GUTMAN HARVEY | Director | BUY | $50K–$100K | 1K | $75.51 | May 16, 2022 |
| PATENT ROBERT C | Director | BUY | $50K–$100K | 1K | $79.86 | May 16, 2022 |
| RAMIREZ MARIA F | Director | SELL | $50K–$100K | 1K | $73.70 | May 16, 2022 |
| Lublin Scott | EVP and CLO | SELL | $100K–$500K | 2K | $104.05 | Mar 16, 2022 |
| WATANABE OSAMU R. | General Counsel | SELL | $100K–$500K | 7K | $48.63 | Mar 1, 2022 |
| WATANABE OSAMU R. | General Counsel | EXERCISE | N/A | 16K | — | Feb 25, 2022 |
| WATANABE OSAMU R. | General Counsel | SELL | $100K–$500K | 6K | $47.12 | Feb 25, 2022 |
| RAICH JEFFREY | Co-President, MD | SELL | $1M+ | 34K | $47.12 | Feb 25, 2022 |
| RAICH JEFFREY | Co-President, MD | EXERCISE | N/A | 84K | — | Feb 25, 2022 |
| MOELIS KENNETH | Chairman, CEO | SELL | $1M+ | 34K | $47.12 | Feb 25, 2022 |
| MOELIS KENNETH | Chairman, CEO | EXERCISE | N/A | 86K | — | Feb 25, 2022 |
| MAHMOODZADEGAN NAVID | Co-President, MD | EXERCISE | N/A | 134K | — | Feb 25, 2022 |
| MAHMOODZADEGAN NAVID | Co-President, MD | SELL | $1M+ | 54K | $47.12 | Feb 25, 2022 |
| CRAIN ELIZABETH | COO | SELL | $500K+ | 12K | $47.12 | Feb 25, 2022 |
| CRAIN ELIZABETH | COO | EXERCISE | N/A | 29K | — | Feb 25, 2022 |
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