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Institutional Ownership · SEC Form 13F

Who owns MOO


Which tracked institutional funds hold MOO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MOO 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.

196
Institutional holders
5M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on MOO is one-sided between 2025-Q4 and 2026-Q1: 56 added or opened and 9 trimmed or exited — on balance accumulating.

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

MOO’s largest tracked holder by dollar value, 1832 Asset Management L.P., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in MOO 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 196 tracked filers holding MOO, 111 increased or opened the position and 51 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 MOO 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 21

  • JANE STREET GROUP, LLC$26M
  • PRUDENTIAL PLC$16M
  • Spruce Point Capital Management, LLC$13M
  • RETIREMENT FINANCIAL SOLUTIONS, LLC$12M
  • CITADEL ADVISORS LLC$10M
  • Stratos Wealth Partners, LTD.$9M

Full exits 5

  • Krilogy Financial LLC$7M
  • Baird Financial Group, Inc.$3M
  • Fortis Advisors, LLC$3M
  • COMERICA BANK$1M
  • Sovran Advisors, LLC$663K

Largest adds

  • MORGAN STANLEY$10M
  • LPL Financial LLC$10M
  • ROYAL BANK OF CANADA$6M
  • UBS Group AG$6M
  • Corecam Pte. Ltd.$4M
  • BANK OF MONTREAL /CAN/$4M

Largest trims

  • M&T Bank Corp$2M
  • Cetera Investment Advisers$2M
  • Stamos Capital Partners, L.P.$547K
  • Tidal Investments LLC$270K

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).

FundSharesReported value% of valueQuarter
1832 Asset Management L.P. trimmed514,623$43M10.6%2026-Q1
MORGAN STANLEY added354,718$30M7.3%2026-Q1
JANE STREET GROUP, LLC added301,989$26M6.2%2026-Q1
LPL Financial LLC added238,413$20M4.9%2026-Q1
BANK OF AMERICA CORP /DE/ added221,975$19M4.6%2026-Q1
UBS Group AG added206,117$17M4.2%2026-Q1
PRUDENTIAL PLC added194,635$16M4.0%2026-Q1
Spruce Point Capital Management, LLC new158,020$13M3.2%2026-Q1
RETIREMENT FINANCIAL SOLUTIONS, LLC new137,429$12M2.8%2026-Q1
CITADEL ADVISORS LLC added121,254$10M2.5%2026-Q1
Stratos Wealth Partners, LTD. added108,851$9M2.2%2026-Q1
Tidal Investments LLC trimmed95,644$8M2.0%2026-Q1
ROYAL BANK OF CANADA added83,855$7M1.7%2026-Q1
WELLS FARGO & COMPANY/MN added70,650$6M1.4%2026-Q1
Keudell/Morrison Wealth Management new69,054$6M1.4%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. added64,004$5M1.3%2026-Q1
Mandatum Life Insurance Co Ltd added63,377$5M1.3%2026-Q1
AMERIPRISE FINANCIAL INC added62,723$5M1.3%2026-Q1
ALTFEST L J & CO INC new57,894$5M1.2%2026-Q1
Corecam Pte. Ltd. added55,240$5M1.1%2026-Q1
MML INVESTORS SERVICES, LLC added49,984$4M1.0%2026-Q1
Cetera Investment Advisers trimmed49,548$4M1.0%2026-Q1
BANK OF MONTREAL /CAN/ added48,129$4M1.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added47,718$4M1.0%2026-Q1
Cresset Asset Management, LLC added41,780$4M0.9%2026-Q1
Conservest Capital Advisors, Inc. trimmed37,741$3M0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added37,313$3M0.8%2026-Q1
STIFEL FINANCIAL CORP trimmed36,068$3M0.7%2026-Q1
Fiduciary Alliance LLC added35,464$3M0.7%2026-Q1
ICICI Prudential Asset Management Co Ltd34,942$3M0.7%2026-Q1
Daiwa Securities Group Inc. added34,750$3M0.7%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added33,331$3M0.7%2026-Q1
Widmann Financial Services, Inc. added28,800$2M0.6%2026-Q1
JPMORGAN CHASE & CO added28,615$2M0.6%2026-Q1
PRIMORIS WEALTH ADVISORS, LLC trimmed27,500$2M0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added27,032$2M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added26,625$2M0.5%2026-Q1
Massar Capital Management, LP new25,267$2M0.5%2026-Q1
US BANCORP \DE\23,905$2M0.5%2026-Q1
Comprehensive Money Management Services LLC added22,804$2M0.5%2026-Q1
D.A. DAVIDSON & CO. added21,303$2M0.4%2026-Q1
Strategic Wealth Investment Group, LLC trimmed21,206$2M0.4%2026-Q1
IHT Wealth Management, LLC trimmed20,849$2M0.4%2026-Q1
SCOTIA CAPITAL INC. added20,825$2M0.4%2026-Q1
Corecam AG new20,710$2M0.4%2026-Q1
Aster Capital Management (DIFC) Ltd new25,534$2M0.4%2026-Q1
Focus Partners Wealth trimmed20,003$2M0.4%2026-Q1
NBT BANK N A /NY trimmed19,012$2M0.4%2026-Q1
Bright Futures Wealth Management, LLC. new18,529$2M0.4%2026-Q1
OSAIC HOLDINGS, INC. added18,065$2M0.4%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added16,687$1M0.3%2026-Q1
FIFTH THIRD BANCORP added16,057$1M0.3%2026-Q1
HighTower Advisors, LLC added15,575$1M0.3%2026-Q1
Advocate Investing Services LLC15,261$1M0.3%2026-Q1
Sanctuary Advisors, LLC added15,044$1M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added14,343$1M0.3%2026-Q1
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN trimmed12,712$1M0.3%2026-Q1
BLAIR WILLIAM & CO/IL trimmed12,618$1M0.3%2026-Q1
TD Waterhouse Canada Inc. trimmed12,506$1M0.3%2026-Q1
Rockefeller Capital Management L.P. added11,807$998K0.2%2026-Q1
Stamos Capital Partners, L.P. trimmed11,138$941K0.2%2026-Q1
COMMERCE BANK added11,128$940K0.2%2026-Q1
Capital Investment Advisors, LLC new11,100$938K0.2%2026-Q1
ARKANSAS FINANCIAL GROUP, INC. trimmed10,397$896K0.2%2026-Q1
M&T Bank Corp trimmed10,332$873K0.2%2026-Q1
Shay Capital LLC new10,000$845K0.2%2026-Q1
CITIZENS FINANCIAL GROUP INC/RI trimmed9,658$816K0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. added9,508$803K0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added9,387$798K0.2%2026-Q1
Ethos Financial Group, LLC10,067$733K0.2%2026-Q1
&PARTNERS new8,617$728K0.2%2026-Q1
Fifth Third Securities, Inc. added8,586$726K0.2%2026-Q1
Meridian Wealth Management, LLC added8,500$718K0.2%2026-Q1
Private Wealth Advisors, LLC trimmed8,143$688K0.2%2026-Q1
Calydon Capital8,138$688K0.2%2026-Q1
Linscomb Wealth, Inc. added8,075$682K0.2%2026-Q1
Moors & Cabot, Inc. trimmed7,954$672K0.2%2026-Q1
MAI Capital Management added7,912$669K0.2%2026-Q1
Corient Private Wealth LLC added7,763$627K0.2%2026-Q1
Arkadios Wealth Advisors added7,407$626K0.2%2026-Q1
BAROMETER CAPITAL MANAGEMENT INC. added7,400$625K0.2%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. added6,921$585K0.1%2026-Q1
Brookstone Capital Management added6,824$577K0.1%2026-Q1
Private Advisor Group, LLC added6,808$575K0.1%2026-Q1
Krilogy Financial LLC new84,026$7M1.6%2025-Q4 stale
Money Design Co.,Ltd. trimmed90,243$7M1.6%2025-Q2 stale
Barry Investment Advisors, LLC trimmed60,901$4M1.1%2025-Q3 stale
Baird Financial Group, Inc. added41,376$3M0.7%2025-Q4 stale
Fortis Advisors, LLC trimmed36,146$3M0.6%2025-Q4 stale
Transform Wealth, LLC trimmed33,269$2M0.5%2025-Q1 stale
GOLDMAN SACHS GROUP INC29,389$2M0.5%2025-Q3 stale
FLOW TRADERS U.S. LLC added26,920$2M0.5%2025-Q2 stale
Kovitz Investment Group Partners, LLC trimmed19,186$1M0.3%2025-Q3 stale
OLD MISSION CAPITAL LLC trimmed18,260$1M0.3%2025-Q2 stale
SEAVIEW INVESTMENT MANAGERS LLC trimmed16,427$1M0.3%2025-Q2 stale
COMERICA BANK trimmed14,630$1M0.3%2025-Q4 stale
WOLVERINE TRADING, LLC added13,452$911K0.2%2025-Q1 stale
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC11,132$756K0.2%2025-Q1 stale
Sovran Advisors, LLC added8,536$663K0.2%2025-Q4 stale
HRT FINANCIAL LP added7,652$519K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership