Wasatch Advisors LP Reduces Stake in Moelis & Co Below 5% Threshold

2026-07-16SEC Filing SCHEDULE 13G/A (0000814133-26-000089)

Wasatch Advisors LP filed a Schedule 13G/A on July 16, 2026, disclosing a 4.4% ownership stake in Moelis & Co (MC). As of the event date of June 30, 2026, the firm reported beneficial ownership of 3,246,593 Class A shares. This filing represents a decrease in ownership below the 5% threshold, as indicated by the affirmative response in Item 5 regarding ownership of 5% or less of the class. Of the total shares held, Wasatch Advisors LP maintains sole voting power over 2,329,525 shares and sole dispositive power over the full 3,246,593 shares. The investment adviser, based in Salt Lake City, Utah, certified that the securities were acquired in the ordinary course of business and not for the purpose of influencing or changing the control of the issuer. This amendment (Amendment No. 1) follows a previous position where the firm likely held a larger stake, now reduced to approximately $227.4 million in market value based on the reported share count.

Ticker mentioned:MCInstitution mentioned:WASATCH ADVISORS LP
Related industry:Capital Markets