WASATCH ADVISORS LP

Position in MC — Moelis & Co

CIK 814133 SALT LAKE CITY, UT

Back to MC Full portfolio

Position in MC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$212,392,114

-$937,454 QoQ

Shares Held

3,246,593

-13.3% QoQ

Ownership

4.13%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

of 32 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 71.75291143669686.ToString("F0")% Shared 0.ToString("F0")% None 28.24708856330313.ToString("F0")%

Common Shares in MC Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

WASATCH ADVISORS LP holds $684,312,052 across 6 Capital Markets names. MC ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PJT	PJT Partners Inc.	1,478,222	$223,122,828
2	MC	Moelis & Co This page	3,246,593	$212,392,114
3	SNEX	StoneX Group Inc.	1,179,158	$139,730,223
4	MRX	Marex Group Ltd	1,683,061	$102,582,567
5	PWP	Perella Weinberg Partners	366,781	$5,853,824
6	CRCL	Circle Internet Group, Inc.	10,067	$630,496

All Filings in MC

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,392,114	3,246,593	0.0%	Shares	Sole	2026-07-10
2026-06-30	$212,392,114	3,246,593	-13.3%	Shares	Sole	2026-07-16
2026-03-31	$213,329,568	3,742,624	+9.0%	Shares	Sole	2026-04-21
2025-12-31	$235,958,505	3,432,623	+3.9%	Shares	Sole	2026-02-12
2025-09-30	$235,654,117	3,304,180	+16.1%	Shares	Sole	2025-11-14
2025-06-30	$177,338,103	2,845,605	+4.1%	Shares	Sole	2025-08-14
2025-03-31	$159,516,788	2,733,324	+3.8%	Shares	Sole	2025-05-15
2024-12-31	$194,491,759	2,632,536	-7.6%	Shares	Sole	2025-02-13
2024-09-30	$195,121,481	2,848,073	-20.5%	Shares	Sole	2024-11-14
2024-06-30	$203,662,569	3,581,825	+4.8%	Shares	Sole	2024-08-14
2024-03-31	$194,019,593	3,417,643	+4.9%	Shares	Sole	2024-04-18
2023-12-31	$182,862,895	3,257,846	-5.6%	Shares	Sole	2024-02-14
2023-09-30	$155,706,352	3,450,174	-19.1%	Shares	Sole	2023-11-14
2023-06-30	$193,258,122	4,262,420	-6.1%	Shares	Sole	2023-08-08
2023-03-31	$174,399,858	4,536,937	+15.7%	Shares	Sole	2023-05-12
2022-12-31	$150,488,943	3,922,047	+28.1%	Shares	Sole	2023-02-14
2022-09-30	$103,535,416	3,062,272	+35.8%	Shares	Sole	2022-11-14
2022-06-30	$88,724,176	2,254,744	+119.9%	Shares	Sole	2022-08-12
2022-03-31	$48,142,436	1,025,398	+11.7%	Shares	Sole	2022-05-13
2021-12-31	$57,371,990	917,805	-9.7%	Shares	Sole	2022-02-15
2021-09-30	$62,917,273	1,016,927	+1.6%	Shares	Sole	2021-11-12
2021-06-30	$56,952,465	1,001,098	+19.4%	Shares	Sole	2021-08-12
2021-03-31	$46,028,788	838,717	-16.6%	Shares	Sole	2021-05-10
2020-12-31	$47,002,918	1,005,195	+26.4%	Shares	Sole	2021-02-12
2020-09-30	$27,952,850	795,471	+0.7%	Shares	Sole	2020-11-10
2020-06-30	$24,621,541	790,165	+12.3%	Shares	Sole	2020-08-12
2020-03-31	$19,770,288	703,569	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.