Wasatch discloses 4.4% Moelis & Co stake (NYSE: MC)

Rhea-AI Filing Summary

Moelis & Co’s Class A common stock has a significant institutional holder in Wasatch Advisors, a Delaware entity that filed Amendment No. 1 to a Schedule 13G. Wasatch Advisors reports beneficial ownership of 3,246,593 Class A shares, representing 4.4% of that class.

Wasatch Advisors has sole voting power over 2,329,525 shares and sole dispositive power over all 3,246,593 shares, with no shared voting or dispositive power. The filing states that this position represents ownership of 5 percent or less of the outstanding Class A shares.

Key Figures

Beneficial ownership: 3,246,593 shares Percent of class: 4.4 % Sole voting power: 2,329,525 shares +3 more

6 metrics

Beneficial ownership 3,246,593 shares Class A shares of Moelis & Co beneficially owned by Wasatch Advisors

Percent of class 4.4 % Ownership percentage of Moelis & Co Class A shares held by Wasatch Advisors

Sole voting power 2,329,525 shares Shares over which Wasatch Advisors has sole power to vote or direct the vote

Shared voting power 0 shares Shares over which Wasatch Advisors has shared power to vote

Sole dispositive power 3,246,593 shares Shares over which Wasatch Advisors has sole power to dispose or direct disposition

Shared dispositive power 0 shares Shares over which Wasatch Advisors has shared power to dispose

Key Terms

beneficially owned, Sole Voting Power, Sole Dispositive Power, Percent of class, +1 more

5 terms

beneficially owned regulatory

"Amount beneficially owned: 3,246,593"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole Voting Power regulatory

"Sole power to vote or to direct the vote"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

Sole Dispositive Power regulatory

"Sole power to dispose or to direct the disposition of"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Percent of class regulatory

"Percent of class: 4.4 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

Schedule 13G/A regulatory

"Form type: SCHEDULE 13G/A"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 07/16/2026 - 02:46 PM Accepted by SEC EDGAR 07/16/2026 - 02:46 PM Learn about SEC filing dates

FAQ

What stake does Wasatch Advisors report in Moelis & Co (MC)?

Wasatch Advisors reports beneficial ownership of 3,246,593 Moelis & Co Class A shares, equal to 4.4% of that class. This reflects its holdings as of the reporting date under Amendment No. 1 to a Schedule 13G filing.

How much voting power does Wasatch Advisors have in Moelis & Co (MC)?

Wasatch Advisors has sole voting power over 2,329,525 Moelis & Co Class A shares and no shared voting power. This means all reported voting authority for these shares is held solely by Wasatch, with no joint voting arrangements disclosed.

What type of ownership in Moelis & Co (MC) does Wasatch Advisors disclose?

Wasatch Advisors discloses beneficial ownership of Moelis & Co Class A shares, with 3,246,593 shares beneficially owned. It reports sole power to vote a portion of these shares and sole power to dispose of the full amount, with no shared powers.

What does the 4.4% figure mean for Moelis & Co (MC) ownership?

The 4.4% figure is the percent of the Class A share class beneficially owned by Wasatch Advisors. The Schedule 13G/A also notes that this position represents ownership of 5 percent or less of the outstanding Class A shares.

What class of Moelis & Co (MC) securities is held by Wasatch Advisors?

Wasatch Advisors holds Moelis & Co Class A securities. It reports beneficial ownership of 3,246,593 Class A shares on a Schedule 13G/A, detailing its voting and dispositive powers over this specific class of the company’s equity.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Moelis & Co

(Name of Issuer)

CL A

(Title of Class of Securities)

60786M105

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 60786M105

1

Names of Reporting Persons

Wasatch Advisors LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 2,329,525.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 3,246,593.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,246,593.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.4 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Moelis & Co
(b)	Address of issuer's principal executive offices: 399 Park Avenue, 5th Floor, New York, US-NY, 10022, US
Item 2.
(a)	Name of person filing: Wasatch Advisors LP
(b)	Address or principal business office or, if none, residence: 505 Wakara Way, 3rd Floor, Salt Lake City, 84108, United States
(c)	Citizenship: DELAWARE
(d)	Title of class of securities: CL A
(e)	CUSIP No.: 60786M105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 3,246,593
(b)	Percent of class: 4.4 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 2,329,525
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 3,246,593
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Wasatch Advisors LP

Signature:	Mike Yeates
Name/Title:	CEO
Date:	07/16/2026