Wasatch Advisors reports 5.1% stake in Moelis & Co

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.

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.

Insights

Institutional Ownership Analyst

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.

Governance Specialist

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.

Key Figures

Beneficial ownership: 3,742,624 shares Percent of class: 5.1% Sole voting power: 2,585,397 shares +3 more

6 metrics

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

Key Terms

Schedule 13G, Beneficial ownership, Sole dispositive power

3 terms

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

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

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Accepted by SEC EDGAR 04/22/2026 - 03:28 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Moelis & Co

(Name of Issuer)

CL A

(Title of Class of Securities)

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

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 2,585,396.50
6	Shared Voting Power 0.00
7	Sole Dispositive Power 3,742,623.50
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,742,623.50

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)

5.1 %

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 Number(s): 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: 3,742,624
(b)	Percent of class: 5.1 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 2,585,397
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 3,742,624
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
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:	04/22/2026