Moelis & Co

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding

In their latest 13F (Q3 2026)

See who

Value held

$7.2m

Combined value at quarter end

Last quarter

1 bought

0 sold or trimmed

Price at Q2 ’26 end

$65.42

+14.8% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+20.5%Q3 ’24

+7.8%Q4 ’24

-21.0%Q1 ’25

+6.8%Q2 ’25

+14.4%Q3 ’25

-3.6%Q4 ’25

-17.1%Q1 ’26

+14.8%Q2 ’26

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23

1Q1 ’24

1Q2 ’24

1Q3 ’24

1Q4 ’24

1Q1 ’25

1Q2 ’25

1Q3 ’25

1Q4 ’25

1Q1 ’26

1Q2 ’26

0Q3 ’26

Counts the managers on this site whose 13F for that quarter includes Moelis & Co.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Moelis & Co

First Eagle Investment Management	0.0%$7.2m	$7.2m	Added +47%	14 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works

From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.

Sort by

Insider purchases and sales of Moelis & Co
		Bought or sold				Filing
27 Aug 2026	Shropshire KennethDirector	▼ Sold	1,881	$69.06	$130k	Form 4
4 Aug 2026	Watanabe Osamu R.General Counsel, Secretary	▼ Sold	4,850	$69.30	$336k	Form 4

About the company

Sector: Financials · Investment Advice
Incorporated in: Delaware
Financial year ends: 31 December
SEC filings: Annual reports and other filings on EDGAR

Revenue and profit

Moelis & Co revenue and net income by year
Year	Revenue	Net income
2025	–	$260m
2024	–	$151m
2023	–	−$27.5m
2022	–	$169m
2021	–	$423m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.