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