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-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on MOAT is one-sided between 2025-Q4 and 2026-Q1: 57 added or opened and 242 trimmed or exited — on balance reducing.
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 0.3pp 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 2025-Q4 and 2026-Q1, across 714 tracked filers holding MOAT, 246 increased or opened the position and 399 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 2025-Q4 and 2026-Q1 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 22
- GOLDMAN SACHS GROUP INC$16M
- Independent Advisor Alliance$9M
- CITADEL ADVISORS LLC$9M
- Philadelphia Investment Partners, LLC$9M
- Qube Research & Technologies Ltd$9M
- Tulsa Wealth Advisors, INC$6M
Full exits 21
- Southern Farm Bureau Life Insurance$115M
- Foguth Wealth Management, LLC.$18M
- Morningstar Investment Management LLC$8M
- TTP Investments, Inc.$7M
- COMERICA BANK$6M
- Mawer Investment Management Ltd.$4M
Largest adds
- Mesirow Financial Investment Management, Inc.$53M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$42M
- Integrated Wealth Concepts LLC$23M
- Equitable Holdings, Inc.$14M
- Mariner, LLC$9M
- VestGen Advisors, LLC$6M
Largest trims
- LPL Financial LLC$118M
- MORGAN STANLEY$81M
- BANK OF AMERICA CORP /DE/$72M
- RAYMOND JAMES FINANCIAL INC$55M
- AMERIPRISE FINANCIAL INC$38M
- MERCER GLOBAL ADVISORS INC /ADV$38M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 6,036,864 | $584M | 9.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 5,830,311 | $564M | 9.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,732,552 | $554M | 9.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,683,485 | $259M | 4.3% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 2,675,294 | $259M | 4.3% | 2026-Q1 |
| Boulay Financial Advisors, LLC added | 2,220,212 | $215M | 3.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,103,656 | $203M | 3.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,378,573 | $130M | 2.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,343,881 | $130M | 2.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,157,966 | $112M | 1.9% | 2026-Q1 |
| UBS Group AG trimmed | 938,460 | $91M | 1.5% | 2026-Q1 |
| Provenance Wealth Advisors, LLC trimmed | 866,012 | $84M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 833,825 | $81M | 1.4% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS trimmed | 743,411 | $72M | 1.2% | 2026-Q1 |
| SFMG, LLC added | 672,286 | $65M | 1.1% | 2026-Q1 |
| Verde Capital Management added | 658,249 | $64M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 656,051 | $63M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 638,646 | $62M | 1.0% | 2026-Q1 |
| CWM, LLC trimmed | 624,885 | $60M | 1.0% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 611,351 | $59M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 603,026 | $58M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 574,221 | $56M | 0.9% | 2026-Q1 |
| Kelman-Lazarov, Inc. added | 561,025 | $54M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 552,588 | $53M | 0.9% | 2026-Q1 |
| Apriem Advisors added | 542,530 | $52M | 0.9% | 2026-Q1 |
| Leelyn Smith, LLC added | 511,612 | $49M | 0.8% | 2026-Q1 |
| Harbor Group, Inc. added | 484,623 | $47M | 0.8% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 482,403 | $47M | 0.8% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 471,314 | $47M | 0.8% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 479,270 | $46M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 452,163 | $44M | 0.7% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. added | 405,471 | $39M | 0.7% | 2026-Q1 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 404,482 | $39M | 0.7% | 2026-Q1 |
| CEERA INVESTMENTS, LLC trimmed | 393,572 | $38M | 0.6% | 2026-Q1 |
| Ancora Advisors LLC added | 391,354 | $38M | 0.6% | 2026-Q1 |
| Summit Asset Management, LLC added | 386,988 | $37M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 379,060 | $37M | 0.6% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 363,545 | $35M | 0.6% | 2026-Q1 |
| JNBA Financial Advisors trimmed | 358,066 | $35M | 0.6% | 2026-Q1 |
| Cerity Partners LLC added | 351,201 | $34M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 323,188 | $31M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 322,809 | $31M | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 318,628 | $31M | 0.5% | 2026-Q1 |
| Richmond Investment Services, LLC added | 302,917 | $29M | 0.5% | 2026-Q1 |
| Planned Solutions, Inc. trimmed | 291,485 | $28M | 0.5% | 2026-Q1 |
| ASSETMARK, INC added | 285,066 | $28M | 0.5% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 279,722 | $27M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 278,667 | $27M | 0.5% | 2026-Q1 |
| Buttonwood Financial Advisors Inc. trimmed | 274,353 | $27M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 284,664 | $26M | 0.4% | 2026-Q1 |
| Brookstone Capital Management trimmed | 270,078 | $26M | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 265,625 | $26M | 0.4% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 253,091 | $24M | 0.4% | 2026-Q1 |
| Virtus Wealth Solutions LLC trimmed | 248,065 | $24M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 246,468 | $24M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 235,842 | $23M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 234,293 | $23M | 0.4% | 2026-Q1 |
| Creative Planning added | 232,406 | $22M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 220,334 | $22M | 0.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 219,384 | $21M | 0.4% | 2026-Q1 |
| Summit Financial, LLC added | 215,439 | $21M | 0.3% | 2026-Q1 |
| Berkshire Money Management, Inc. added | 215,158 | $21M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 213,756 | $21M | 0.3% | 2026-Q1 |
| KRM WEALTH MANAGEMENT L.L.C. added | 206,304 | $20M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 205,801 | $20M | 0.3% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 205,555 | $20M | 0.3% | 2026-Q1 |
| Harbour Trust & Investment Management Co added | 203,944 | $20M | 0.3% | 2026-Q1 |
| Ethos Financial Group, LLC trimmed | 203,930 | $20M | 0.3% | 2026-Q1 |
| Activest Wealth Management trimmed | 199,112 | $19M | 0.3% | 2026-Q1 |
| Etesian Wealth Advisors, Inc. added | 196,364 | $19M | 0.3% | 2026-Q1 |
| Altus Wealth Group LLC added | 196,074 | $19M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 194,212 | $19M | 0.3% | 2026-Q1 |
| Graver Capital Management, LLC added | 191,550 | $19M | 0.3% | 2026-Q1 |
| Beaumont Asset Management, L.L.C. trimmed | 186,512 | $18M | 0.3% | 2026-Q1 |
| James J. Burns & Company, LLC added | 182,613 | $18M | 0.3% | 2026-Q1 |
| New England Private Wealth Advisors LLC trimmed | 172,083 | $17M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 170,373 | $16M | 0.3% | 2026-Q1 |
| MAI Capital Management trimmed | 164,447 | $16M | 0.3% | 2026-Q1 |
| CITIGROUP INC trimmed | 158,734 | $15M | 0.3% | 2026-Q1 |
| Tanager Wealth Management LLP trimmed | 149,422 | $14M | 0.2% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC trimmed | 148,339 | $14M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 146,391 | $14M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 144,328 | $14M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 141,280 | $14M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 141,006 | $14M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 137,663 | $13M | 0.2% | 2026-Q1 |
| Joseph Group Capital Management added | 136,439 | $13M | 0.2% | 2026-Q1 |
| Family Office Research LLC trimmed | 134,500 | $13M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 131,329 | $13M | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC added | 130,752 | $13M | 0.2% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 130,566 | $13M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 130,935 | $12M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 126,878 | $12M | 0.2% | 2026-Q1 |
| &PARTNERS added | 126,782 | $12M | 0.2% | 2026-Q1 |
| Southern Farm Bureau Life Insurance added | 1,107,967 | $115M | 1.9% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 774,216 | $73M | 1.2% | 2025-Q2 stale |
| Apexium Financial, LP added | 588,005 | $58M | 1.0% | 2025-Q3 stale |
| Foguth Wealth Management, LLC. trimmed | 176,868 | $18M | 0.3% | 2025-Q4 stale |
| Kathleen S. Wright Associates Inc. added | 168,156 | $17M | 0.3% | 2025-Q3 stale |
| Alpha Omega Group, Inc. added | 161,073 | $14M | 0.2% | 2025-Q1 stale |
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.