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Moelis & Co shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in Moelis & Co

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All positions including Moelis & Co held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 28k 71.34

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Top funds holding Moelis & Co

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Daniel D. Thurber
London Company
Charles Schwab Investment Management
State Street Corporation
Ameriprise Financial
Geode Capital Management
Goldman Sachs Group
Timucuan Asset Management
HighTower Advisors
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Madison Asset Management
Dimensional Fund Advisors

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