Moelis (MC)
Moelis on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as investment advice.
5.3M
Short interest
settlement 2026-09-30
6.1
Days to cover
-0.7 days vs prior
57.2%
Short share of volume
2026-10-09
244
Fails to deliver
settlement 2026-09-11
Wed 28 Oct
Next earnings
estimated date
-$466K
Insider flow, 90 days
0 buys, 2 sells
As of 2026-10-09.
Short interest
FINRA, twice a month. The newest 24 settlements in the table, 48 in the chart. JSONAs of 30 September 2026, short interest in MC is 5,273,812 shares, up 41,605 shares over the last month. Over the last 48 readings it ranged from 2,449,055 shares (31 October 2024) to 5,455,866 shares (15 April 2026). The latest reading sits at the top of that range. At the reported average volume of 863K shares a day that is 6.1 days to cover.
Embed this chart.The embed keeps its attribution line.
<iframe src="https://xoomar.com/embed/stocks/mc" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-09-30 | 5,273,812 | -1.6% | 862,694 | 6.11 |
| 2026-09-15 | 5,358,237 | +2.4% | 781,413 | 6.86 |
| 2026-08-31 | 5,232,207 | +6.7% | 653,459 | 8.01 |
| 2026-08-14 | 4,906,057 | +10.7% | 856,535 | 5.73 |
| 2026-07-31 | 4,433,822 | +1.6% | 1,061,925 | 4.18 |
| 2026-07-15 | 4,363,389 | +1.1% | 833,294 | 5.24 |
| 2026-06-30 | 4,314,967 | +0.9% | 1,169,708 | 3.69 |
| 2026-06-15 | 4,276,657 | -10.2% | 877,754 | 4.87 |
| 2026-05-29 | 4,763,877 | -0.5% | 770,407 | 6.18 |
| 2026-05-15 | 4,786,342 | -4.5% | 949,121 | 5.04 |
| 2026-04-30 | 5,011,509 | -8.1% | 1,238,509 | 4.05 |
| 2026-04-15 | 5,455,866 | +5.0% | 1,192,762 | 4.57 |
| 2026-03-31 | 5,193,937 | +2.8% | 1,707,355 | 3.04 |
| 2026-03-13 | 5,053,675 | -5.9% | 1,387,296 | 3.64 |
| 2026-02-27 | 5,369,930 | +19.8% | 1,378,278 | 3.90 |
| 2026-02-13 | 4,484,251 | +5.0% | 1,377,912 | 3.25 |
| 2026-01-30 | 4,272,265 | -6.5% | 733,662 | 5.82 |
| 2026-01-15 | 4,567,736 | -7.9% | 791,830 | 5.77 |
| 2025-12-31 | 4,958,545 | +3.0% | 666,984 | 7.43 |
| 2025-12-15 | 4,815,736 | -3.9% | 953,632 | 5.05 |
| 2025-11-28 | 5,009,369 | +3.6% | 759,326 | 6.60 |
| 2025-11-14 | 4,835,307 | +20.5% | 900,612 | 5.37 |
| 2025-10-31 | 4,011,397 | +0.8% | 953,623 | 4.21 |
| 2025-10-15 | 3,979,752 | +5.1% | 722,598 | 5.51 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 9 October 2026, the short share of MC volume is 57.2%, up 13.3 points over the last five sessions. Over the last 30 readings it ranged from 25.3% (10 September 2026) to 79.0% (31 August 2026). The latest reading is in line with the 30-session average of 56.7%, on 355K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-10-09 | 203K | 355K | 57.2% | 0 |
| 2026-10-08 | 253K | 438K | 57.7% | 403 |
| 2026-10-07 | 335K | 577K | 58.0% | 43 |
| 2026-10-06 | 219K | 490K | 44.6% | 0 |
| 2026-10-05 | 127K | 322K | 39.6% | 3,521 |
| 2026-10-02 | 185K | 421K | 43.9% | 0 |
| 2026-10-01 | 242K | 377K | 64.0% | 111 |
| 2026-09-30 | 138K | 241K | 57.3% | 0 |
| 2026-09-29 | 188K | 306K | 61.7% | 753 |
| 2026-09-28 | 104K | 256K | 40.6% | 0 |
| 2026-09-25 | 114K | 160K | 71.2% | 0 |
| 2026-09-24 | 130K | 277K | 46.8% | 0 |
| 2026-09-23 | 122K | 190K | 64.0% | 0 |
| 2026-09-22 | 297K | 427K | 69.7% | 108 |
| 2026-09-21 | 135K | 270K | 50.0% | 101 |
| 2026-09-18 | 178K | 253K | 70.3% | 0 |
| 2026-09-17 | 205K | 347K | 59.0% | 0 |
| 2026-09-16 | 224K | 344K | 65.3% | 0 |
| 2026-09-15 | 148K | 255K | 58.1% | 0 |
| 2026-09-14 | 113K | 212K | 53.6% | 0 |
| 2026-09-11 | 156K | 513K | 30.4% | 0 |
| 2026-09-10 | 168K | 664K | 25.3% | 24 |
| 2026-09-09 | 188K | 620K | 30.3% | 0 |
| 2026-09-08 | 134K | 170K | 78.4% | 3 |
| 2026-09-04 | 94K | 149K | 63.3% | 0 |
| 2026-09-03 | 120K | 170K | 70.8% | 99 |
| 2026-09-02 | 146K | 241K | 60.9% | 237 |
| 2026-09-01 | 134K | 236K | 56.9% | 0 |
| 2026-08-31 | 129K | 163K | 79.0% | 0 |
| 2026-08-28 | 159K | 220K | 72.0% | 46 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 11 September 2026, the fails-to-deliver balance in MC is 244 shares, up 214 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (1 June 2026) to 64,867 shares (4 August 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-09-11 | 244 | $64.25 | $16K |
| 2026-09-09 | 30 | $68.77 | $2K |
| 2026-09-08 | 707 | $69.02 | $49K |
| 2026-09-03 | 1,883 | $67.52 | $127K |
| 2026-09-02 | 35 | $66.76 | $2K |
| 2026-08-31 | 25,952 | $68.40 | $1.8M |
| 2026-08-26 | 10,449 | $68.01 | $711K |
| 2026-08-12 | 494 | $66.60 | $33K |
| 2026-08-04 | 64,867 | $68.56 | $4.4M |
| 2026-07-29 | 235 | $68.59 | $16K |
| 2026-07-27 | 334 | $67.00 | $22K |
| 2026-07-22 | 1,490 | $67.85 | $101K |
| 2026-07-20 | 396 | $67.51 | $27K |
| 2026-07-16 | 2,917 | $70.04 | $204K |
| 2026-07-08 | 1,089 | $69.84 | $76K |
| 2026-07-01 | 178 | $65.42 | $12K |
| 2026-06-30 | 12,343 | $62.91 | $776K |
| 2026-06-22 | 1,776 | $67.18 | $119K |
| 2026-06-16 | 1,245 | $69.09 | $86K |
| 2026-06-15 | 31 | $67.70 | $2K |
| 2026-06-12 | 6,109 | $68.93 | $421K |
| 2026-06-11 | 190 | $66.80 | $13K |
| 2026-06-03 | 150 | $69.25 | $10K |
| 2026-06-02 | 2,570 | $69.21 | $178K |
| 2026-06-01 | 1 | $67.29 | $67 |
| 2026-05-20 | 978 | $62.25 | $61K |
| 2026-05-19 | 10,018 | $63.86 | $640K |
| 2026-05-18 | 23,572 | $63.73 | $1.5M |
| 2026-05-13 | 5,746 | $63.97 | $368K |
| 2026-05-11 | 2,680 | $65.08 | $174K |
Insider trades
SEC Form 4, newest first, 50 of 100 shown. JSONInsiders at MC reported 2 open-market sells worth $466K in the last 90 days and no open-market buys. Latest filing: Shropshire Kenneth (Director) on 2026-09-17.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | Shropshire Kenneth | Director | Grant | 2 | price not stated in the filing | not stated | 202 |
| 2026-09-17 | Shropshire Kenneth | Director | Grant | 19 | price not stated in the filing | not stated | 2K |
| 2026-09-17 | Shropshire Kenneth | Director | Grant | 20 | price not stated in the filing | not stated | 2K |
| 2026-09-17 | Worrell Laila | Director | Grant | 19 | price not stated in the filing | not stated | 2K |
| 2026-09-17 | Worrell Laila | Director | Grant | 18 | price not stated in the filing | not stated | 2K |
| 2026-09-17 | Worrell Laila | Director | Grant | 19 | price not stated in the filing | not stated | 2K |
| 2026-09-17 | Mirrer Louise | Director | Grant | 18 | price not stated in the filing | not stated | 2K |
| 2026-09-17 | Mirrer Louise | Director | Grant | 19 | price not stated in the filing | not stated | 2K |
| 2026-09-17 | Barker Thorold | Director | Grant | 17 | price not stated in the filing | not stated | 2K |
| 2026-09-17 | Barker Thorold | Director | Grant | 18 | price not stated in the filing | not stated | 2K |
| 2026-08-27 | Shropshire Kenneth | Director | Sell | 2K | $69.06 | $130K | 8K |
| 2026-08-04 | WATANABE OSAMU R. | General Counsel, Secretary | Sell | 5K | $69.30 | $336K | 131 |
| 2026-07-01 | Worrell Laila | Director | Grant | 2K | price not stated in the filing | not stated | 2K |
| 2026-07-01 | Worrell Laila | Director | Grant | 2K | price not stated in the filing | not stated | 2K |
| 2026-07-01 | Shropshire Kenneth | Director | Grant | 200 | price not stated in the filing | not stated | 200 |
| 2026-07-01 | Shropshire Kenneth | Director | Grant | 2K | price not stated in the filing | not stated | 2K |
| 2026-07-01 | Mirrer Louise | Director | Grant | 2K | price not stated in the filing | not stated | 2K |
| 2026-07-01 | Barker Thorold | Director | Grant | 2K | price not stated in the filing | not stated | 2K |
| 2026-06-18 | Worrell Laila | Director | Grant | 5 | price not stated in the filing | not stated | 480 |
| 2026-06-18 | Worrell Laila | Director | Grant | 17 | price not stated in the filing | not stated | 2K |
| 2026-06-18 | Worrell Laila | Director | Grant | 20 | price not stated in the filing | not stated | 2K |
| 2026-06-18 | Shropshire Kenneth | Director | Grant | 1 | price not stated in the filing | not stated | 54 |
| 2026-06-18 | Shropshire Kenneth | Director | Grant | 18 | price not stated in the filing | not stated | 2K |
| 2026-06-18 | Shropshire Kenneth | Director | Grant | 21 | price not stated in the filing | not stated | 2K |
| 2026-06-18 | Mirrer Louise | Director | Grant | 12 | price not stated in the filing | not stated | 1K |
| 2026-06-18 | Mirrer Louise | Director | Grant | 0 | price not stated in the filing | not stated | 40 |
| 2026-06-18 | Mirrer Louise | Director | Grant | 17 | price not stated in the filing | not stated | 2K |
| 2026-06-18 | Barker Thorold | Director | Grant | 16 | price not stated in the filing | not stated | 2K |
| 2026-03-26 | Mirrer Louise | Director | Grant | 0 | price not stated in the filing | not stated | 40 |
| 2026-03-26 | Mirrer Louise | Director | Grant | 20 | price not stated in the filing | not stated | 2K |
| 2026-03-26 | Mirrer Louise | Director | Grant | 15 | price not stated in the filing | not stated | 1K |
| 2026-03-26 | Barker Thorold | Director | Grant | 19 | price not stated in the filing | not stated | 2K |
| 2026-03-26 | Worrell Laila | Director | Grant | 11 | price not stated in the filing | not stated | 949 |
| 2026-03-26 | Worrell Laila | Director | Grant | 24 | price not stated in the filing | not stated | 2K |
| 2026-03-26 | Worrell Laila | Director | Grant | 20 | price not stated in the filing | not stated | 2K |
| 2026-03-26 | Shropshire Kenneth | Director | Grant | 21 | price not stated in the filing | not stated | 2K |
| 2026-03-26 | Shropshire Kenneth | Director | Grant | 25 | price not stated in the filing | not stated | 2K |
| 2026-03-26 | Shropshire Kenneth | Director | Grant | 1 | price not stated in the filing | not stated | 107 |
| 2026-02-19 | Cantor Eric | Vice Chairman, MD | Option exercise | 32K | price not stated in the filing | not stated | 251K |
| 2026-02-19 | Cantor Eric | Vice Chairman, MD | Tax withholding | 14K | $62.73 | $892K | 237K |
| 2026-02-19 | Pilcher Ciafone Katherine | Chief Operating Officer | Option exercise | 5K | price not stated in the filing | not stated | 9K |
| 2026-02-19 | Pilcher Ciafone Katherine | Chief Operating Officer | Tax withholding | 850 | $62.73 | $53K | 8K |
| 2026-02-19 | Callesano Christopher | Chief Financial Officer | Option exercise | 2K | price not stated in the filing | not stated | 3K |
| 2026-02-19 | Callesano Christopher | Chief Financial Officer | Tax withholding | 1K | $62.73 | $70K | 2K |
| 2026-02-19 | WATANABE OSAMU R. | General Counsel, Secretary | Sell | 3K | $62.23 | $172K | 5K |
| 2026-02-19 | WATANABE OSAMU R. | General Counsel, Secretary | Tax withholding | 2K | $62.73 | $101K | 8K |
| 2026-02-19 | WATANABE OSAMU R. | General Counsel, Secretary | Option exercise | 9K | price not stated in the filing | not stated | 9K |
| 2026-02-19 | Riehl Nick | Principal Accounting Officer | Option exercise | 61 | price not stated in the filing | not stated | 61 |
| 2026-02-19 | Riehl Nick | Principal Accounting Officer | Tax withholding | 25 | $62.73 | $2K | 36 |
| 2025-12-05 | Cantor Eric | Vice Chairman, MD | Tax withholding | 668 | $66.45 | $44K | 219K |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON3 Form 144 notices on file for MC worth $638K at the prices reported; 2 in the last 90 days worth $466K. Latest: KENNETH SHROPSHIRE filed on 2026-08-27 to sell 1,881 shares ($130K) from 2026-08-27.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-08-27 | KENNETH SHROPSHIREDirector | 2K | $130K | 0.003% | 2026-08-27 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-08-04 | OSAMU R WATANABEOfficer | 5K | $336K | 0.007% | 2026-08-04 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-02-19 | OSAMU R WATANABEOfficer | 3K | $172K | 0.004% | 2026-02-19 | Morgan Stanley Smith Barney LLC Executive Financial Services |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON3 holders report 5% or more of MC in their latest filing, all on Schedule 13G (passive). The largest reported stake is Kayne Anderson Rudnick Investment Management, LLC at 7.9% of the class (5,778,143 shares), filed 2026-05-14 for an event on 2026-03-31.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-07-16 | 13G/Ano. 1 | Wasatch Advisors LPinvestment adviser | 3.2M | 4.4% | 2026-06-30 |
| 2026-05-14 | 13G/Ano. 10 | Kayne Anderson Rudnick Investment Management, LLCinvestment adviser | 5.8M | 7.9% | 2026-03-31 |
| 2026-04-30 | 13G | Vanguard Capital Managementinvestment adviser | 3.9M | 5.3% | 2026-03-31 |
| 2026-04-29 | 13G | Vanguard Portfolio Managementinvestment adviser | 4.7M | 6.4% | 2026-03-31 |
| 2026-03-27 | 13G/Ano. 10 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
| 2026-02-17 | 13G/Ano. 6 | The London Companyinvestment adviser | 3.1M | 4.1% | 2025-12-31 |
13F holders
Tracked managers holding MC at their latest 13F. JSON6 of the 30 tracked managers held MC at their latest 13F, $163.4M in total at quarter-end prices. Fisher Asset Management is the largest at $67.9M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 3 added shares and 3 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| Fisher Asset Management | 2026-06-30 | 1.0M | $67.9M | 0.02% | +9K |
| Citadel Advisors | 2026-06-30 | 718K | $47.0M | 0.01% | +656K |
| Renaissance Technologies | 2026-06-30 | 343K | $22.4M | 0.03% | +123K |
| AQR Capital Management | 2026-06-30 | 337K | $22.1M | 0.01% | -11K |
| Two Sigma Investments | 2026-06-30 | 33K | $2.2M | 0.00% | -9K |
| Millennium Management | 2026-06-30 | 28K | $1.8M | 0.00% | -221K |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn FY 2025 it generated $576.3M of operating cash flow.
- Cash
- $207.7M
- Equity
- $505.8M
- Total assets
- $1.41B
Quarterly, last 2 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q1 FY 2018 | 2018-03-31 | n/a | n/a | n/a | 0.75 |
| Q2 FY 2014 | 2014-06-30 | n/a | -$68.3M | n/a | n/a |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | n/a | $259.6M | $576.3M | $36.3M | n/a | n/a |
| FY 2024 | 2024-12-31 | n/a | $151.5M | $427.5M | $12.1M | n/a | $184.2M |
| FY 2023 | 2023-12-31 | n/a | -$27.5M | $158.5M | $16.7M | n/a | $182.2M |
| FY 2022 | 2022-12-31 | n/a | $168.7M | $33.0M | $6.0M | n/a | $174.7M |
| FY 2021 | 2021-12-31 | n/a | $423.0M | $937.0M | $16.4M | n/a | $480.0M |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30.
What this page is
Moelis in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Moelis (MC), SEC CIK 1596967, listed on NYSE, classified by the SEC as investment advice. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-30.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-09.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-11.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-08-27.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-07-16.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2018-03-31.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-07-29.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-09-17.JSON and CSV
- Company record
- EDGAR filing index for CIK 1596967Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
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Datasets
Frequently Asked Questions
How much of MC is sold short?
What is MC's daily short volume?
Does MC have fails to deliver?
Are MC insiders buying or selling?
Have MC insiders filed to sell?
Who owns 5% or more of MC?
What did MC report last quarter?
Which tracked 13F managers own MC?
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.