SCHEDULE: Wasatch Advisors LP Discloses Stake in Moelis & Co

Wasatch Advisors LP has filed a Schedule 13G, reporting beneficial ownership of 4.4% of Moelis & Co's Class A common stock as of June 30, 2026.

Summary

• Wasatch Advisors LP has reported a significant ownership stake in Moelis & Co.
• The filing indicates beneficial ownership of 3,246,593 shares of Moelis & Co Class A common stock.
• This represents 4.4% of the class of securities.
• The reporting date for this ownership is June 30, 2026.
• Wasatch Advisors LP is identified as an investment adviser.
• The shares were acquired and are held in the ordinary course of business.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of beneficial ownership by an investment adviser and does not contain operational or financial performance updates from the issuer.

Positives

• Wasatch Advisors LP, an investment adviser, has taken a notable position in Moelis & Co.
• The ownership stake of 4.4% suggests confidence in Moelis & Co's future prospects.
• The filing confirms that the securities were acquired and are held in the ordinary course of business, not for the purpose of influencing control.

Future Outlook

The filing does not contain specific forward-looking statements or guidance from Moelis & Co. It solely reports ownership information by Wasatch Advisors LP.

Industry Context

StockSavvy.ai notes that significant institutional ownership filings like this Schedule 13G can signal investor conviction. Wasatch Advisors LP's filing indicates a substantial interest in Moelis & Co, a prominent investment bank.

Stakeholder Impact

• Shareholders may view the increased institutional interest from Wasatch Advisors LP as a positive signal, potentially influencing market perception and stock price.

Key Dates

Keywords

Moelis & Co, Wasatch Advisors LP, Schedule 13G, Beneficial Ownership, Investment Adviser, Class A Common Stock, SEC Filing, Securities