Who owns MOAT
Which tracked institutional funds hold MOAT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MOAT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
145 tracked funds added or opened MOAT while 115 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MOAT’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.4pp gap the other way — the median holder sizes MOAT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MOAT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 698 tracked filers holding MOAT, 219 increased or opened the position and 423 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MOAT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- TUDOR INVESTMENT CORP ET AL$10M
- Rose Capital Advisors LLC$3M
- Global Retirement Partners, LLC$3M
- DONALDSON CAPITAL MANAGEMENT, LLC$2M
- Apollon Wealth Management, LLC$2M
- Bluespring Wealth Management, LLC$2M
Full exits 30
- Cambridge Investment Research Advisors, Inc.$63M
- CWM, LLC$60M
- HighTower Advisors, LLC$56M
- Virtus Wealth Solutions LLC$24M
- Integrated Wealth Concepts LLC$24M
- Coastline Complete Wealth LLC$12M
Largest adds
- Boulay Financial Advisors, LLC$23M
- NewEdge Advisors, LLC$22M
- Mesirow Financial Investment Management, Inc.$17M
- GOLDMAN SACHS GROUP INC$14M
- MORGAN STANLEY$12M
- MISSION WEALTH MANAGEMENT, LP$11M
Largest trims
- FINANCIAL MANAGEMENT NETWORK INC$32M
- LPL Financial LLC$21M
- Bank of New York Mellon Corp$20M
- Richmond Investment Services, LLC$19M
- Concurrent Investment Advisors, LLC$18M
- RAYMOND JAMES FINANCIAL INC$17M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 5,726,513 | $595M | 10.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,291,391 | $550M | 9.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 5,225,881 | $543M | 9.8% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 2,647,494 | $275M | 5.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,333,506 | $243M | 4.4% | 2026-Q2 |
| Boulay Financial Advisors, LLC added | 2,287,619 | $238M | 4.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,895,284 | $197M | 3.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 1,360,250 | $140M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,153,632 | $120M | 2.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,130,118 | $117M | 2.1% | 2026-Q2 |
| Provenance Wealth Advisors, LLC trimmed | 844,350 | $88M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 843,420 | $88M | 1.6% | 2026-Q2 |
| UBS Group AG trimmed | 724,938 | $75M | 1.4% | 2026-Q2 |
| Verde Capital Management added | 690,661 | $72M | 1.3% | 2026-Q2 |
| SFMG, LLC added | 681,430 | $71M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 637,255 | $66M | 1.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 617,016 | $64M | 1.2% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 593,918 | $62M | 1.1% | 2026-Q2 |
| Kelman-Lazarov, Inc. added | 562,820 | $59M | 1.1% | 2026-Q2 |
| Leelyn Smith, LLC added | 529,240 | $55M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 528,915 | $55M | 1.0% | 2026-Q2 |
| Harbor Group, Inc. added | 500,928 | $52M | 0.9% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC trimmed | 477,919 | $50M | 0.9% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 476,253 | $50M | 0.9% | 2026-Q2 |
| Apriem Advisors trimmed | 473,733 | $49M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 465,552 | $48M | 0.9% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. added | 430,701 | $45M | 0.8% | 2026-Q2 |
| Ancora Advisors LLC added | 414,625 | $43M | 0.8% | 2026-Q2 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 413,518 | $43M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 410,179 | $43M | 0.8% | 2026-Q2 |
| Summit Asset Management, LLC added | 391,235 | $41M | 0.7% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 361,144 | $38M | 0.7% | 2026-Q2 |
| Cerity Partners LLC trimmed | 345,579 | $36M | 0.6% | 2026-Q2 |
| JNBA Financial Advisors trimmed | 338,932 | $35M | 0.6% | 2026-Q2 |
| ASSETMARK, INC added | 326,978 | $34M | 0.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 309,771 | $32M | 0.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 305,588 | $32M | 0.6% | 2026-Q2 |
| Planned Solutions, Inc. trimmed | 288,767 | $30M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 288,598 | $30M | 0.5% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 283,812 | $30M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 279,802 | $29M | 0.5% | 2026-Q2 |
| Buttonwood Financial Advisors Inc. trimmed | 271,209 | $28M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 265,937 | $28M | 0.5% | 2026-Q2 |
| Brookstone Capital Management trimmed | 260,797 | $27M | 0.5% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 257,808 | $27M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 255,291 | $27M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 249,867 | $25M | 0.4% | 2026-Q2 |
| Ethos Financial Group, LLC added | 246,848 | $27M | 0.5% | 2026-Q2 |
| CEERA INVESTMENTS, LLC trimmed | 243,555 | $25M | 0.5% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 220,424 | $23M | 0.4% | 2026-Q2 |
| KRM WEALTH MANAGEMENT L.L.C. added | 220,050 | $23M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 213,905 | $22M | 0.4% | 2026-Q2 |
| Berkshire Money Management, Inc. trimmed | 213,872 | $22M | 0.4% | 2026-Q2 |
| Harbour Trust & Investment Management Co added | 207,803 | $22M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 204,171 | $21M | 0.4% | 2026-Q2 |
| Altus Wealth Group LLC added | 197,070 | $20M | 0.4% | 2026-Q2 |
| James J. Burns & Company, LLC added | 194,610 | $20M | 0.4% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 192,356 | $20M | 0.4% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. trimmed | 186,600 | $19M | 0.3% | 2026-Q2 |
| Graver Capital Management, LLC trimmed | 186,152 | $19M | 0.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 181,107 | $19M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 180,743 | $19M | 0.3% | 2026-Q2 |
| Beaumont Asset Management, L.L.C. trimmed | 179,283 | $19M | 0.3% | 2026-Q2 |
| New England Private Wealth Advisors LLC trimmed | 163,882 | $17M | 0.3% | 2026-Q2 |
| MAI Capital Management trimmed | 159,278 | $17M | 0.3% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC added | 157,363 | $16M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 155,698 | $16M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 152,692 | $16M | 0.3% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 149,886 | $16M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 145,158 | $15M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 142,289 | $15M | 0.3% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 141,620 | $15M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 140,741 | $15M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 140,567 | $15M | 0.3% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 139,301 | $14M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 138,403 | $14M | 0.3% | 2026-Q2 |
| Joseph Group Capital Management added | 137,649 | $14M | 0.3% | 2026-Q2 |
| Tanager Wealth Management LLP trimmed | 134,068 | $14M | 0.3% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 133,988 | $14M | 0.3% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 133,862 | $14M | 0.3% | 2026-Q2 |
| Family Office Research LLC trimmed | 133,838 | $14M | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC | 130,752 | $14M | 0.2% | 2026-Q2 |
| Napier Financial, LLC added | 125,479 | $13M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 124,468 | $13M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 123,665 | $13M | 0.2% | 2026-Q2 |
| Unique Wealth Strategies, LLC added | 123,130 | $13M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 122,445 | $13M | 0.2% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 122,411 | $13M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 118,099 | $12M | 0.2% | 2026-Q2 |
| 46 Peaks LLC added | 114,115 | $12M | 0.2% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. added | 112,420 | $12M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 110,493 | $11M | 0.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 106,524 | $11M | 0.2% | 2026-Q2 |
| Boyce & Associates Wealth Consulting, Inc. added | 105,069 | $11M | 0.2% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 103,893 | $11M | 0.2% | 2026-Q2 |
| Ferguson Shapiro LLC added | 103,385 | $11M | 0.2% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. trimmed | 97,692 | $10M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 97,185 | $10M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 95,890 | $10M | 0.2% | 2026-Q2 |
| Philadelphia Investment Partners, LLC added | 95,787 | $10M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.