MOELIS & CO holding history
As of Nov. 6, 2026 (UTC)
| March 31, 2025 | 2,733,324 | $159,516,789 | 0.89% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | May 15, 2025 |
| June 30, 2025 | 2,845,605 | $177,338,104 | 0.93% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2025 |
| Sept. 30, 2025 | 3,304,180 | $235,654,118 | 1.27% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Nov. 14, 2025 |
| Dec. 31, 2025 | 3,432,623 | $235,958,505 | 1.40% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Feb. 12, 2026 |
| March 31, 2026 | 3,742,624 | $213,329,540 | 1.42% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | April 21, 2026 |
| June 30, 2026 | 3,246,593 | $212,392,114 | 1.39% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | July 10, 2026 |
| Sept. 30, 2026 | 2,334,025 | $134,253,118 | 1.00% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Oct. 13, 2026 |
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Schedule 13G disclosures
Moelis & Co · SC 13G/A · Event June 30, 2026 · Filed July 16, 2026
| Reporting person | Reported shares | % of security class | Group box |
|---|---|---|---|
| Wasatch Advisors LP | 3,246,593.00 | 4.4% | a |
About reported holdings
13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.