675 tracked 13F filers disclose a position in MOAT as of the latest SEC 13F filings, a combined $6.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $583.8M | 6.0M | ▼−5.9% Reduced · −378K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $563.8M | 5.8M | ▼−11% Reduced · −753K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $554.3M | 5.7M | ▼−5.1% Reduced · −311K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $259.5M | 2.7M | ▼−12% Reduced · −352K sh | Q1 2026 | |
| 5 | Mesirow Financial Investment Management, Inc. | $275.2M | 2.6M | ▼−1.0% Reduced · −28K sh | Q2 2026 | |
| 6 | Boulay Financial Advisors, LLC | $237.8M | 2.3M | ▲+3.0% Added · +67K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $203.4M | 2.1M | ▼−8.2% Reduced · −189K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $130.0M | 1.4M | ▲+11% Added · +140K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $130.0M | 1.3M | ▼−1.8% Reduced · −25K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $112.0M | 1.2M | ▼−1.1% Reduced · −13K sh | Q1 2026 | |
| 11 | UBS Group AG | $90.7M | 938K | ▼−15% Reduced · −168K sh | Q1 2026 | |
| 12 | Provenance Wealth Advisors, LLC | $87.8M | 844K | ▼−2.5% Reduced · −22K sh | Q2 2026 | |
| 13 | ROYAL BANK OF CANADA | $80.6M | 834K | ▲+11% Added · +82K sh | Q1 2026 | |
| 14 | FIRST FOUNDATION ADVISORS | $71.9M | 743K | ▼−2.3% Reduced · −17K sh | Q1 2026 | |
| 15 | Verde Capital Management | $71.8M | 691K | ▲+4.9% Added · +32K sh | Q2 2026 | |
| 16 | SFMG, LLC | $70.8M | 681K | ▲+1.4% Added · +9K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $61.8M | 639K | ▲+9.5% Added · +55K sh | Q1 2026 | |
| 18 | CWM, LLC | $60.4M | 625K | ▼−3.4% Reduced · −22K sh | Q1 2026 | |
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $59.1M | 611K | ▲+2.5% Added · +15K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $58.4M | 603K | ▼−35% Reduced · −328K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $55.5M | 574K | ▼−0.7% Reduced · −4K sh | Q1 2026 | |
| 22 | Kelman-Lazarov, Inc. | $58.5M | 563K | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $53.4M | 553K | ▲+12% Added · +60K sh | Q1 2026 | |
| 24 | Leelyn Smith, LLC | $55.0M | 529K | ▲+3.4% Added · +18K sh | Q2 2026 | |
| 25 | Harbor Group, Inc. | $52.1M | 501K | ▲+3.4% Added · +16K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in MOAT and 19 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 405 funds | $93.8B |
| MICROSOFT CORPMSFT | 404 funds | $74.5B |
| NVIDIA CORPNVDA | 401 funds | $108.6B |
| AMAZON.COM INCAMZN | 397 funds | $55.0B |
| ALPHABET INC-CL AGOOGL | 391 funds | $51.2B |
| ALPHABET INC-CL CGOOG | 390 funds | $32.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 381 funds | $15.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 380 funds | $21.5B |
| META PLATFORMS INC-CLASS AMETA | 376 funds | $27.4B |
| BROADCOM INCAVGO | 374 funds | $39.3B |
| JPMORGAN CHASE & COJPM | 374 funds | $25.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 372 funds | $12.0B |
Ranked by how many of MOAT's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for MOAT
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MOAT/capital-change-brief"
Use Arkolith's capital_change_brief for MOAT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MOAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.