Filing Research | MOG-A - Moog Inc. Institutional Holdings

Snapshot holdings

50 / 108 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	406.3KSH	$172.2M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	283.3KSH	$120.1M
3	CAPITAL ADVISORS INC/OK	Shares	79.8KSH	$33.8M
4	Covea Finance	Shares	54.2KSH	$23.0M
5	KIRR MARBACH & CO LLC /IN/	Shares	38.7KSH	$16.4M
6	BFSG, LLC	Shares	20.9KSH	$8.8M
7	RATIONAL ADVISORS, INC.	Shares	10.8KSH	$4.6M
8	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	10.3KSH	$4.4M
9	Hennion & Walsh Asset Management, Inc.	Shares	10.0KSH	$4.2M
10	Police & Firemen's Retirement System of New Jersey	Shares	8.5KSH	$3.6M
11	Louisiana State Employees Retirement System	Shares	8.3KSH	$3.5M
12	West Branch Capital LLC	Shares	6.8KSH	$2.9M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.8KSH	$2.9M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.7KSH	$2.8M
15	COURIER CAPITAL LLC	Shares	4.9KSH	$2.1M
16	Town & Country Bank & Trust CO dba First Bankers Trust CO	Shares	3.4KSH	$1.5M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.6KSH	$1.5M
18	Andrew Hill Investment Advisors, Inc.	Shares	3.2KSH	$1.3M
19	Blue Trust, Inc.	Shares	3.1KSH	$1.3M
20	Bryant Woods Investment Advisors, LLC	Shares	2.9KSH	$1.2M
21	Portside Wealth Group, LLC	Shares	2.7KSH	$1.1M
22	BURNEY CO/	Shares	2.2KSH	$920.2K
23	GC Wealth Management RIA, LLC	Shares	2.1KSH	$876.1K
24	SeaBridge Investment Advisors LLC	Shares	2.0KSH	$831.2K
25	SECURIAN ASSET MANAGEMENT, INC	Shares	2.1KSH	$824.4K
26	Abel Hall, LLC	Shares	1.9KSH	$809.1K
27	First Bank & Trust	Shares	1.6KSH	$692.6K
28	OLD NATIONAL BANCORP /IN/	Shares	1.6KSH	$679.4K
29	Sequoia Financial Advisors, LLC	Shares	1.6KSH	$665.4K
30	Crossmark Global Holdings, Inc.	Shares	1.6KSH	$663.7K
31	Chronos Wealth Management, LLC	Shares	1.6KSH	$657.0K
32	GAMMA Investing LLC	Shares	1.4KSH	$611.6K
33	Ballentine Partners, LLC	Shares	1.3KSH	$567.9K
34	Themes Management Co LLC	Shares	1.3KSH	$546.8K
35	Legacy Wealth Asset Management, LLC	Shares	1.2KSH	$527.7K
36	Fifth Third Wealth Advisors LLC	Shares	1.2KSH	$496.7K
37	Envestnet Portfolio Solutions, Inc.	Shares	1.1KSH	$462.5K
38	GATEWAY INVESTMENT ADVISERS LLC	Shares	1.1KSH	$448.4K
39	Park Capital Management, LLC / WI	Shares	1.0KSH	$442.1K
40	Allegheny Financial Group	Shares	1.0KSH	$423.8K
41	EXCHANGE TRADED CONCEPTS, LLC	Shares	995SH	$421.7K
42	Stronghold Wealth Management L.L.C.	Shares	870SH	$368.7K
43	Venturi Wealth Management, LLC	Shares	860SH	$364.5K
44	Hilltop National Bank	Shares	844SH	$357.7K
45	Brucke Financial, Inc.	Shares	836SH	$354.3K
46	ANCHYRA PARTNERS LLC	Shares	778SH	$329.7K
47	Triangle Securities Wealth Management	Shares	726SH	$307.7K
48	Net Worth Advisory Group	Shares	655SH	$277.6K
49	Wedmont Private Capital	Shares	673SH	$274.0K
50	Slocum, Gordon & Co LLP	Shares	625SH	$264.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 117 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new	Shares	+283.3K	+$120.1M	$120.1M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+3.8K	+$54.4M	$172.2M
3	CAPITAL ADVISORS INC/OK added	Shares	+22.6K	+$17.1M	$33.8M
4	Covea Finance added	Shares	+20.9K	+$13.2M	$23.0M
5	KIRR MARBACH & CO LLC /IN/ added	Shares	+1.9K	+$5.6M	$16.4M
6	RATIONAL ADVISORS, INC. new	Shares	+10.8K	+$4.6M	$4.6M
7	BFSG, LLC trimmed	Shares	-315	+$2.6M	$8.8M
8	Hennion & Walsh Asset Management, Inc. added	Shares	+330	+$1.4M	$4.2M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+815	+$1.3M	$3.6M
10	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-396	+$1.2M	$4.4M
11	Louisiana State Employees Retirement System added	Shares	+100	+$1.1M	$3.5M
12	Andrew Hill Investment Advisors, Inc. added	Shares	+2.3K	+$1.1M	$1.3M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.8K	+$954.4K	$1.5M
14	West Branch Capital LLC trimmed	Shares	-50	+$884.0K	$2.9M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-315	+$801.0K	$2.9M
16	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-499	+$727.6K	$2.8M
17	COURIER CAPITAL LLC trimmed	Shares	-13	+$641.4K	$2.1M
18	Legacy Wealth Asset Management, LLC new	Shares	+1.2K	+$527.7K	$527.7K
19	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+1.1K	+$448.4K	$448.4K
20	Park Capital Management, LLC / WI new	Shares	+1.0K	+$442.1K	$442.1K
21	Town & Country Bank & Trust CO dba First Bankers Trust CO trimmed	Shares	-69	+$430.9K	$1.5M
22	Portside Wealth Group, LLC added	Shares	+152	+$396.0K	$1.1M
23	Bryant Woods Investment Advisors, LLC unchanged	Shares	0	+$379.8K	$1.2M
24	Abel Hall, LLC added	Shares	+143	+$292.3K	$809.1K
25	GC Wealth Management RIA, LLC trimmed	Shares	-5	+$269.7K	$876.1K
26	Blue Trust, Inc. trimmed	Shares	-483	+$269.3K	$1.3M
27	Slocum, Gordon & Co LLP new	Shares	+625	+$264.9K	$264.9K
28	Parisi Gray Wealth Management new	Shares	+625	+$264.8K	$264.8K
29	Sequoia Financial Advisors, LLC added	Shares	+192	+$262.2K	$665.4K
30	SeaBridge Investment Advisors LLC unchanged	Shares	0	+$257.3K	$831.2K
31	GAMMA Investing LLC added	Shares	+224	+$254.9K	$611.6K
32	Apollon Wealth Management, LLC new	Shares	+588	+$249.2K	$249.2K
33	Level Financial Advisors new	Shares	+585	+$247.9K	$247.9K
34	BURNEY CO/ trimmed	Shares	-137	+$244.8K	$920.2K
35	Merit Financial Group, LLC new	Shares	+561	+$237.9K	$237.9K
36	QRG CAPITAL MANAGEMENT, INC. new	Shares	+555	+$235.2K	$235.2K
37	LS Investment Advisors, LLC new	Shares	+500	+$211.9K	$211.9K
38	Stordahl Capital Management, Inc. new	Shares	+500	+$211.9K	$211.9K
39	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$211.0K	$824.4K
40	Regent Peak Wealth Advisors LLC new	Shares	+496	+$210.2K	$210.2K
41	First Bank & Trust trimmed	Shares	-17	+$209.4K	$692.6K
42	First Financial Bank - Trust Division new	Shares	+492	+$208.5K	$208.5K
43	Chronos Wealth Management, LLC unchanged	Shares	0	+$203.4K	$657.0K
44	Fifth Third Wealth Advisors LLC added	Shares	+146	+$196.5K	$496.7K
45	Crossmark Global Holdings, Inc. trimmed	Shares	-51	+$190.5K	$663.7K
46	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+152	+$175.0K	$421.7K
47	Ballentine Partners, LLC trimmed	Shares	-6	+$174.1K	$567.9K
48	OLD NATIONAL BANCORP /IN/ trimmed	Shares	-131	+$172.0K	$679.4K
49	Envestnet Portfolio Solutions, Inc. added	Shares	+12	+$146.7K	$462.5K
50	Themes Management Co LLC trimmed	Shares	-80	+$145.8K	$546.8K

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