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MC Moelis & Co.

Financials, filed as MOELIS & CO (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 0.0%
  • $10M
  • 1 add 1 reduce

In 2026 Q2 First Eagle Investment Management added to Moelis, while Ron Baron trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (First Eagle Investment Management). Not free-float ownership.

  1. First Eagle Investment Manage... Add 0.01%

Who owns MC

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.01% Add +46.5% 110,000 $7.2M History
Ron Baron, Bamco Inc. (Baron Capital) <0.01%, was 0.02% Reduce −73.6% 43,050 $2.8M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MC insider trades
  • None no insider bought on the open market
  • $466K sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Kenneth Shropshire Director
    Sale
    $130K 1,881 shares at $69.06 20% of stake
    Traded Aug 27 Filed Aug 31
    ↗
  2. Osamu R. Watanabe General Counsel, Secretary
    Sale
    $336K 4,850 shares at $69.30 97% of stake
    Traded Aug 4 Filed Aug 6
    ↗

Also filed in the last 12 months, not counted as buying or selling: 46 stock grants, 7 option exercises, 6 share withholdings for taxes, and 1 sale to cover taxes.

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 6 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $1.18B $1.38B $1.74B
Total equity $352.14M $441.61M $568.44M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $158.47M $427.48M $576.3M
Cash from investing $48.57M $17.11M -$195.97M
Cash from financing -$229.17M -$215.1M -$283.9M
Net change in cash -$20.32M $225.96M $96.19M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.