Cornerstone Investment Partners, LLC

Position in MC — Moelis & Co

CIK 1328062 ATLANTA, GA

Position in MC

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$779,247

+$55,965 QoQ

Shares Held

13,671

+29.9% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Mar 31, 2026

Cornerstone Investment Partners, LLC holds $5,182,822 across 5 Capital Markets names. MC ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNEX	StoneX Group Inc.	16,016	$1,937,535
2	EVR	Evercore Inc.	4,699	$1,402,698
3	SF	Stifel Financial Corp	12,076	$892,657
4	MC	Moelis & Co This page	13,671	$779,247
5	TIGR	UP Fintech Holding Ltd	27,093	$170,685

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$779,247	13,671	+29.9%	Shares	Sole	2026-05-08
2025-12-31	$723,282	10,522	+1.0%	Shares	Sole	2026-01-29
2025-09-30	$743,083	10,419	+0.6%	Shares	Sole	2025-11-06
2025-06-30	$645,198	10,353	+0.8%	Shares	Sole	2025-08-06
2025-03-31	$599,473	10,272	+1.2%	Shares	Sole	2025-04-30
2024-12-31	$750,177	10,154	-10.3%	Shares	Sole	2025-02-06
2024-09-30	$775,875	11,325	-77.4%	Shares	Sole	2024-11-13
2024-06-30	$2,843,682	50,012	+8.3%	Shares	Sole	2024-08-12
2024-03-31	$2,621,127	46,171	-0.2%	Shares	Sole	2024-04-29
2023-12-31	$2,595,731	46,245	+3.8%	Shares	Sole	2024-01-31
2023-09-30	$2,011,444	44,570	-9.2%	Shares	Sole	2023-11-13
2023-06-30	$2,225,196	49,078	+0.1%	Shares	Sole	2023-08-04
2023-03-31	$1,884,866	49,034	+0.4%	Shares	Sole	2023-04-21
2022-12-31	$1,874,719	48,859	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$1,650,570	48,819	+16.4%	Shares	Sole	2022-11-04
2022-06-30	$1,650,850	41,953	+17.8%	Shares	Sole	2022-07-29
2022-03-31	$1,672,734	35,628	+15.1%	Shares	Sole	2022-04-29
2021-12-31	$1,935,559	30,964	+3.1%	Shares	Sole	2022-02-07
2021-09-30	$1,858,389	30,037	+4.6%	Shares	Sole	2021-10-25
2021-06-30	$1,634,165	28,725	+24.4%	Shares	Sole	2021-07-29
2021-03-31	$1,267,234	23,091	+21.8%	Shares	Sole	2021-04-26
2020-12-31	$886,569	18,960	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.