STOCK TITAN

Wasatch Advisors takes 5.1% position in Moelis & Co (NYSE: MC)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Moelis & Co Schedule 13G shows Wasatch Advisors beneficially owns 3,742,624 shares of Class A common stock, representing 5.1% of the class as of 03/31/2026. The filing reports sole voting power for 2,585,397 shares and sole dispositive power for 3,742,624 shares. The filing is signed by Mike Yeates as CEO on 04/22/2026.

Positive

  • None.

Negative

  • None.

Insights

Wasatch Advisors reports a 5.1% passive holding in Moelis Class A shares.

Wasatch Advisors discloses beneficial ownership of 3,742,624 shares, equal to 5.1% of Class A as of 03/31/2026. The filing lists sole voting power over 2,585,397 shares and sole dispositive power over the full 3,742,624 shares.

As a Schedule 13G, this typically indicates an investment intent that is non‑activist; subsequent filings could change the classification if active intent arises. Future filings may show changes in percentage or voting power.

Ownership crosses the 5% SEC threshold that triggers disclosure obligations.

The 5.1% stake requires periodic public disclosure under Section 13; the report clarifies voting and dispositive authorities held by Wasatch Advisors. Sole voting power and sole dispositive power figures are explicitly stated.

Watch for amendments or a Schedule 13D if Wasatch shifts to an active or activist position; until then, this remains a passive ownership disclosure.

Beneficial ownership 3,742,624 shares Amount beneficially owned as reported
Percent of class 5.1% Percent of Class A common stock as of 03/31/2026
Sole voting power 2,585,397 shares Sole power to vote or direct the vote
Sole dispositive power 3,742,624 shares Sole power to dispose or direct disposition
Reporting date 03/31/2026 Ownership "as of" date in the filing
Signature date 04/22/2026 Date the filing was signed by Mike Yeates, CEO
Schedule 13G regulatory
"Wasatch Advisors beneficially owns 3,742,624 (Schedule 13G filing)"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership financial
"Amount beneficially owned: 3,742,624 (b) Percent of class: 5.1%"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 3,742,624"
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.





60786M105

(CUSIP Number)
03/31/2026

(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





SCHEDULE 13G



Wasatch Advisors LP
Signature:Mike Yeates
Name/Title:CEO
Date:04/22/2026

FAQ

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

Wasatch Advisors reports beneficial ownership of 3,742,624 shares, representing 5.1% of Moelis Class A common stock as of 03/31/2026. The filing lists sole voting power for 2,585,397 shares.

Does the Schedule 13G indicate Wasatch Advisors is an activist owner of MC?

No. The Schedule 13G filing format typically indicates passive investment intent. The filing reports ownership and voting/dispositive powers but does not state activist intentions or plans to influence management.

What voting and dispositive powers does Wasatch Advisors report for MC shares?

Wasatch reports sole voting power for 2,585,397 shares and sole dispositive power for 3,742,624 shares. Shared voting and dispositive powers are reported as 0.

What dates are relevant in the Wasatch Advisors filing for MC?

The ownership is reported "as of" 03/31/2026 and the filing is signed by Mike Yeates on 04/22/2026. These dates establish the reporting period and signature date for the Schedule 13G.

Who signed the Schedule 13G on behalf of Wasatch Advisors for MC?

The filing is signed by Mike Yeates with the title CEO on 04/22/2026. The signature attests to the accuracy of the ownership information provided.