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Public ownership evidence

MOELIS & COMPANY (MC) Ownership Disclosures

Read MC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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2026-09-212026-09-17Barker ThoroldA16.87Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-17 and its public availability date is 2026-09-21. Subtracting those calendar dates gives 4 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001193125-26-396810 ↗SEC 0001193125-26-396810 ↗SEC 0001193125-26-396809 ↗

Recent Form 4 activity

Inspect all 34 displayed rows: Recent Form 4 activity

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2026-09-212026-09-17Barker ThoroldA16.87Not reported
2026-09-212026-09-17Barker ThoroldA18.18Not reported
2026-09-212026-09-17Mirrer LouiseA17.72Not reported
2026-09-212026-09-17Mirrer LouiseA19.09Not reported
2026-09-212026-09-17Worrell LailaA19.4Not reported
2026-09-212026-09-17Worrell LailaA17.72Not reported
2026-09-212026-09-17Worrell LailaA19.09Not reported
2026-09-212026-09-17Shropshire KennethA2.18Not reported
2026-09-212026-09-17Shropshire KennethA18.56Not reported
2026-09-212026-09-17Shropshire KennethA20Not reported
2026-09-212026-09-17Cantor EricA74.03Not reported
2026-09-212026-09-17Cantor EricA142.16Not reported
2026-09-212026-09-17Cantor EricA225.19Not reported
2026-09-212026-09-17Cantor EricA195.15Not reported
2026-09-212026-09-17Cantor EricA77.8Not reported
2026-09-212026-09-17WATANABE OSAMU R.A15.48Not reported
2026-09-212026-09-17WATANABE OSAMU R.A66.6Not reported
2026-09-212026-09-17WATANABE OSAMU R.A58.64Not reported
2026-09-212026-09-17WATANABE OSAMU R.A52.99Not reported
2026-09-212026-09-17WATANABE OSAMU R.A44.61Not reported
2026-09-212026-09-17WATANABE OSAMU R.A23.4Not reported
2026-09-212026-09-17Riehl NickA7.74Not reported
2026-09-212026-09-17Riehl NickA10.45Not reported
2026-09-212026-09-17Riehl NickA3.69Not reported
2026-09-212026-09-17Riehl NickA2.09Not reported
2026-09-212026-09-17Riehl NickA11.03Not reported
2026-09-212026-09-17Pilcher Ciafone KatherineA44.61Not reported
2026-09-212026-09-17Pilcher Ciafone KatherineA15.68Not reported
2026-09-212026-09-17Callesano ChristopherA14.81Not reported
2026-09-212026-09-17Callesano ChristopherA13.91Not reported
2026-09-212026-09-17Callesano ChristopherA13.5Not reported
2026-09-212026-09-17Callesano ChristopherA4.28Not reported
2026-09-012026-08-27Shropshire KennethS1,881Not reported
2026-08-072026-08-04WATANABE OSAMU R.S4,850Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Advisors Asset Management, Inc.2021-12-312026-08-2878,436$4,903,034None
Advisors Asset Management, Inc.2022-12-312026-08-2896,538$3,704,163None
Advisors Asset Management, Inc.2020-06-302026-08-2813,988$435,866None
Advisors Asset Management, Inc.2022-06-302026-08-28148,634$5,849,000None
Advisors Asset Management, Inc.2021-09-302026-08-2857,449$3,554,000None
Corient Private Wealth LP2026-06-302026-08-2858,232$3,809,561None
Advisors Asset Management, Inc.2024-03-312026-08-273,621$205,564None
Advisors Asset Management, Inc.2022-09-302026-08-2799,562$3,366,000None
Advisors Asset Management, Inc.2020-12-312026-08-2712,100$566,000None
Advisors Asset Management, Inc.2022-03-312026-08-27128,362$6,026,596None
Advisors Asset Management, Inc.2023-06-302026-08-2710,235$464,055None
Advisors Asset Management, Inc.2023-09-302026-08-274,759$214,774None
Advisors Asset Management, Inc.2023-03-312026-08-2761,525$2,365,021None
Advisors Asset Management, Inc.2021-03-312026-08-2712,007$658,944None
Advisors Asset Management, Inc.2021-06-302026-08-2748,943$2,784,000None
Advisors Asset Management, Inc.2020-09-302026-08-2713,596$477,763None
Advisors Asset Management, Inc.2023-12-312026-08-274,679$262,632None
Advisors Asset Management, Inc.2019-12-312026-08-2614,210$453,583None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-264,900$320,558None
First Eagle Investment Management, LLC2026-06-302026-08-25110,000$7,196,200None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2585,488$5,592,625None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-255,592,625$85,488,000None
Advisors Asset Management, Inc.2020-03-312026-08-2214,125$396,913None
Kingsview Wealth Management, LLC2026-06-302026-08-2010,973$717,842None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2018,895$1,236,113None
Advisors Asset Management, Inc.2019-09-302026-08-1913,806$453,527None
Ensign Peak Advisors, Inc2026-03-312026-08-1923,537$1,341,609None
Ensign Peak Advisors, Inc2025-12-312026-08-1926,782$1,840,995None
Ensign Peak Advisors, Inc2025-09-302026-08-1938,420$2,740,114None
Corient Private Wealth LP2026-06-302026-08-1857,030$3,730,860None
Empowered Funds, LLC2026-06-302026-08-1897,543$6,381,263None
Empowered Funds, LLC2026-06-302026-08-182,585$169,111None
Jefferies Financial Group Inc.2026-06-302026-08-187,329$479,463None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-181,343$87,859None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15163$10,663None
EFG International AG2026-06-302026-08-1563,790$4,174,099None
EFG International AG2026-06-302026-08-1526$1,701None
Odyssean, LLC2026-06-302026-08-1543,912$2,872,723None
SEI INVESTMENTS CO2026-06-302026-08-15276,152$18,065,864None
SEI INVESTMENTS CO2026-06-302026-08-158,758$573,050None
JPL Wealth Management, LLC2026-06-302026-08-1547$3,075None
Advyzon Investment Management, LLC2026-06-302026-08-1514$916None
Advyzon Investment Management, LLC2026-06-302026-08-159,617$629,173None
Quarry LP2026-06-302026-08-153$196None
O'ROURKE & COMPANY, Inc2026-06-302026-08-156,413$419,552None
Ameritas Advisory Services, LLC2026-06-302026-08-1527$1,766None
XTX Topco Ltd2026-06-302026-08-1517,310$1,132,420None
Aquatic Capital Management LLC2026-06-302026-08-1543,349$2,835,892None
Prestige Wealth Management Group LLC2026-06-302026-08-159$589None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-152,955,235$193,331,474None

90-day public filing window, up to 50 source positions.

Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.