SEC 13F Intelligence

Wasatch Advisors LP / MC

Wasatch Advisors LP’s Moelis & Co Position

Does Wasatch Advisors LP own Moelis & Co (MC)? Yes — 3.74M shares worth $213M (+1.42% of its 13F portfolio) as of Q1 2026, up from 3.43M shares the prior filed quarter.

Position Value
$213M
Q1 2026
Shares
3.74M
% of Portfolio
+1.42%
Quarters Held
28
currently held

Position History MC

Reported value by quarter
Q2 ’19: $15MQ2 ’19Q3 ’19: $17MQ4 ’19: $23MQ1 ’20: $20MQ2 ’20: $25MQ2 ’20Q3 ’20: $28MQ4 ’20: $47MQ1 ’21: $46MQ2 ’21: $57MQ2 ’21Q3 ’21: $63MQ4 ’21: $57MQ1 ’22: $48MQ2 ’22: $89MQ2 ’22Q3 ’22: $104MQ4 ’22: $150MQ1 ’23: $174MQ2 ’23: $193MQ2 ’23Q3 ’23: $156MQ4 ’23: $183MQ1 ’24: $194MQ2 ’24: $204MQ2 ’24Q3 ’24: $195MQ4 ’24: $194MQ1 ’25: $160MQ2 ’25: $177MQ2 ’25Q3 ’25: $236MQ4 ’25: $236MQ1 ’26: $213Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.74M$213M+1.42%
Q4 20253.43M$236M+1.40%
Q3 20253.30M$236M+1.27%
Q2 20252.85M$177M+0.93%
Q1 20252.73M$160M+0.89%
Q4 20242.63M$194M+0.96%
Q3 20242.85M$195M+0.96%
Q2 20243.58M$204M+1.09%
Q1 20243.42M$194M+1.01%
Q4 20233.26M$183M+1.01%
Q3 20233.45M$156M+0.98%
Q2 20234.26M$193M+1.17%
Q1 20234.54M$174M+1.09%
Q4 20223.92M$150M+1.01%
Q3 20223.06M$104M+0.72%
Q2 20222.25M$89M+0.56%
Q1 20221.03M$48M+0.24%
Q4 2021917.8K$57M+0.23%
Q3 20211.02M$63M+0.26%
Q2 20211.00M$57M+0.23%
Q1 2021838.7K$46M+0.21%
Q4 20201.01M$47M+0.23%
Q3 2020795.5K$28M+0.18%
Q2 2020790.2K$25M+0.18%
Q1 2020703.6K$20M+0.21%
Q4 2019721.7K$23M+0.19%
Q3 2019516.6K$17M+0.16%
Q2 2019416.5K$15M+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wasatch Advisors LP’s full portfolio or all institutional holders of MC.