Moelis & Co
- Market cap
- 4.16B
- P/E (TTM)i
- 19.56
- P/Bi
- 8.22
- EPSi
- 2.94
- Div yieldi
- 4.63%
- 52W posi
- 24%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- Total institutional ownership (as a % of shares) was little changed.
Institutional ownership
- Held by institutions
- 109.41% +0.01pp
- Institutions
- 462
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Top holders as of 2026-06-30
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 47 buys · 2 sells
| Name | Role | Stake |
|---|---|---|
| Eric Cantor | Vice Chairperson & Managing Director | 0.32% |
| Kenneth Moelis | Chairperson & CEO | 0.29% |
| Navid Mahmoodzadegan | Co-Founder, Founding Partner, Co-President & MD | 0.27% |
| Jeffrey Raich | Co-Founder, Co-President & MD | 0.07% |
| Joseph Simon | Chief Financial Officer | 0.03% |
| Kate Ciafone | Co- Founder & COO | 0.01% |
| Laila Worrell | Independent Director | 0.01% |
| Kenneth Shropshire | Lead Independent Director | 0.01% |
| Christopher Callesano | Principal Accounting Officer, Corporate Controller & MD of New York | 0.00% |
| Osamu Watanabe | Chief Compliance Officer | 0.00% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-16 | Kenneth Shropshire | Lead Independent Director | Other Acquisition | +2 | -- |
| 2026-09-16 | Kenneth Shropshire | Lead Independent Director | Other Acquisition | +18 | -- |
| 2026-09-16 | Kenneth Shropshire | Lead Independent Director | Other Acquisition | +20 | -- |
| 2026-09-16 | Osamu Watanabe | Chief Compliance Officer | Other Derivative Acquisition | +15 | -- |
| 2026-09-16 | Osamu Watanabe | Chief Compliance Officer | Other Derivative Acquisition | +23 | -- |
| 2026-09-16 | Osamu Watanabe | Chief Compliance Officer | Other Derivative Acquisition | +44 | -- |
| 2026-09-16 | Osamu Watanabe | Chief Compliance Officer | Other Derivative Acquisition | +52 | -- |
| 2026-09-16 | Osamu Watanabe | Chief Compliance Officer | Other Derivative Acquisition | +58 | -- |
| 2026-09-16 | Osamu Watanabe | Chief Compliance Officer | Other Derivative Acquisition | +66 | -- |
| 2026-09-16 | Eric Cantor | Vice Chairperson & Managing Director | Other Derivative Acquisition | +74 | -- |
| 2026-09-16 | Eric Cantor | Vice Chairperson & Managing Director | Other Derivative Acquisition | +77 | -- |
| 2026-09-16 | Eric Cantor | Vice Chairperson & Managing Director | Other Derivative Acquisition | +142 | -- |
| 2026-09-16 | Eric Cantor | Vice Chairperson & Managing Director | Other Derivative Acquisition | +195 | -- |
| 2026-09-16 | Eric Cantor | Vice Chairperson & Managing Director | Other Derivative Acquisition | +225 | -- |
| 2026-09-16 | Kate Ciafone | Co- Founder & COO | Other Derivative Acquisition | +15 | -- |
| 2026-09-16 | Kate Ciafone | Co- Founder & COO | Other Derivative Acquisition | +44 | -- |
| 2026-09-16 | Christopher Callesano | Principal Accounting Officer, Corporate Controller & MD of New York | Other Derivative Acquisition | +4 | -- |
| 2026-09-16 | Christopher Callesano | Principal Accounting Officer, Corporate Controller & MD of New York | Other Derivative Acquisition | +13 | -- |
| 2026-09-16 | Christopher Callesano | Principal Accounting Officer, Corporate Controller & MD of New York | Other Derivative Acquisition | +14 | -- |
| 2026-09-16 | Laila Worrell | Independent Director | Other Acquisition | +17 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 07:40:24 · For reference only, not investment advice and not tailored to your situation.