Not investment advice · 13F data lagged ~45 days · Full disclaimer

Moelis

MC13F as of Jun 30, 2026 · next update ~Nov 14

Limited coverage

Only 1 fund we track owns this stock, so quarterly sentiment and aggregates may be sparse.

Who's buying MC

Top funds mostly added to Moelis in Q2 (Apr⁠–⁠Jun)

Buying:

Funds1InsidersCongress

Top funds
1 of 1 bought more, 0 sold some. Largest: First Eagle Investment Management, $7.2M (0% of its portfolio).
Insiders
No buys, 3 sales in 12 months.
Congress
No trades disclosed in the last 12 months.

1 fund$7.2M held0.0% avg. weightQ2: 1 bought / 0 sold

13F reports are a snapshot as of Jun 30, 2026; funds may have traded since. Insiders often sell for personal reasons (taxes, diversification, planned sales).

Share price · market data, not from 13F reports

Q2 2026

Insider trades (Form 4)

Last 2 years · 15 filings

Date	Insider	Type	Shares	Price	Value
Aug 27, 2026	Kenneth Shropshire Director	Sold	1,881	$69.06	$130K
Aug 4, 2026	Osamu R. Watanabe Secretary	Sold	4,850	$69.30	$336K
Feb 19, 2026	Osamu R. Watanabe Secretary	Sold	2,765	$62.23	$172K
Aug 22, 2025	Kenneth Shropshire Director	Sold	2,615	$72.52	$190K
Jul 25, 2025	Osamu R. Watanabe Secretary	Sold	6,340	$72.64	$461K
Feb 19, 2025	Ciafone Katherine Pilcher COO	Sold	3,515	$74.00	$260K
Feb 19, 2025	Eric Cantor Chair & Managing Director	Sold	16,530	$74.00	$1.22M
Feb 19, 2025	Joseph Simon CFO	Sold	5,758	$74.00	$426K
Feb 19, 2025	Kenneth Moelis Chair & CEO	Sold	9,712	$74.00	$719K
Feb 19, 2025	Christopher Callesano	Sold	1,282	$74.00	$95K
Feb 19, 2025	Jeffrey Raich President & Managing Director	Sold	8,722	$74.00	$645K
Feb 19, 2025	Osamu R. Watanabe Secretary	Sold	5,661	$74.00	$419K
Feb 19, 2025	Navid Mahmoodzadegan President & Managing Director	Sold	9,406	$74.00	$696K
Feb 21, 2025	Kenneth Shropshire Director	Sold	2,551	$72.30	$184K
Nov 7, 2024	Christopher Callesano	Sold	885	$80.00	$71K