Who Owns MOAT (MOAT)? -- Institutional Holders (2026-06-30)

773 institutions reported holding $6.81B of MOAT (MOAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($595.3M), BANK OF AMERICA CORP /DE/ ($550.1M), LPL Financial LLC ($543.3M), Mesirow Financial Investment Management, Inc. ($275.2M), RAYMOND JAMES FINANCIAL INC ($242.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$595.3M5.7MTrimmed
2BANK OF AMERICA CORP /DE/$550.1M5.3MTrimmed
3LPL Financial LLC$543.3M5.2MTrimmed
4Mesirow Financial Investment Management, Inc.$275.2M2.6MTrimmed
5RAYMOND JAMES FINANCIAL INC$242.6M2.3MTrimmed
6Boulay Financial Advisors, LLC$237.8M2.3MAdded
7WELLS FARGO & COMPANY/MN$197.0M1.9MTrimmed
8JONES FINANCIAL COMPANIES LLLP$140.3M1.4MTrimmed
9Cetera Investment Advisers$119.9M1.2MTrimmed
10COMMONWEALTH EQUITY SERVICES, LLC$117.5M1.1MTrimmed
11Southern Farm Bureau Life Insurance$115.2M1.1MHold
12Provenance Wealth Advisors, LLC$87.8M844,350Trimmed
13Royal Bank of Canada$87.7M843,420Added
14UBS Group AG$75.4M724,938Trimmed
15Verde Capital Management$71.8M690,661Added
16SFMG, LLC$70.8M681,430Added
17OSAIC HOLDINGS, INC.$66.3M637,255Trimmed
18UNITED CAPITAL FINANCIAL ADVISORS, LLC$64.2M617,016Added
19Cambridge Investment Research Advisors, Inc.$62.1M597,173Trimmed
20FIRST FOUNDATION ADVISORS$61.7M593,918Trimmed
21Kelman-Lazarov, Inc.$58.5M562,820Added
22HighTower Advisors, LLC$56.0M539,046Trimmed
23Leelyn Smith, LLC$55.0M529,240Added
24AMERIPRISE FINANCIAL INC$55.0M528,915Trimmed
25Harbor Group, Inc.$52.1M500,928Added

Source: SEC Form 13F filings · as of 2026-06-30