MOOG INC MOG.A
CL A · Common Stock · CUSIP 615394202 · ISIN US6153942023
Industrial, aerospace, and defense components manufacturer in New York, United States
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $167.29. Options: 2 managers hold calls ($167.3k notional), 2 hold puts ($184.0k).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 228 |
| Q4 2022 | 246 |
| Q1 2023 | 256 |
| Q2 2023 | 255 |
| Q3 2023 | 268 |
| Q4 2023 | 296 |
| Q1 2024 | 303 |
| Q2 2024 | 319 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 107 | 96 |
| Q1 2023 | 126 | 106 |
| Q2 2023 | 102 | 135 |
| Q3 2023 | 121 | 122 |
| Q4 2023 | 124 | 144 |
| Q1 2024 | 132 | 153 |
| Q2 2024 | 161 | 146 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $203.3k | $45.2k | 0.22 |
| Q4 2023 | $304.0k | $72.4k | 0.24 |
| Q1 2024 | $191.6k | $224.5k | 1.17 |
| Q2 2024 | $167.3k | $184.0k | 1.10 |
Biggest buyers
| ALLIANCEBERNSTEIN L.P. | Added | +383.9k |
| Sachem Head Capital Management LP | New | +359.0k |
| AMERIPRISE FINANCIAL INC | Added | +109.8k |
| PRIMECAP MANAGEMENT CO/CA/ | Added | +57.9k |
| EARNEST PARTNERS LLC | Added | +57.7k |
| HENNESSY ADVISORS INC | New | +53.5k |
| VAN ECK ASSOCIATES CORP | Added | +46.4k |
| SEI INVESTMENTS CO | Added | +44.4k |
| JANE STREET GROUP, LLC | Added | +37.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +36.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.7m |
| STATE STREET CORP | Reduced | -206.8k |
| LSV ASSET MANAGEMENT | Reduced | -198.6k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -105.8k |
| BlackRock Inc. | Reduced | -91.0k |
| WESTWOOD HOLDINGS GROUP INC | Reduced | -65.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -64.7k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -63.4k |
| Nuveen Asset Management, LLC | Reduced | -48.2k |
| FRANKLIN RESOURCES INC | Reduced | -40.7k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $167.3k1.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $184.0k1.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -3.1 pts · filed 2026-04-24 | 12.8% |
| EARNEST PARTNERS LLC 13G · institution filed 2026-02-12 | 6.6% |
| STATE STREET CORP 13G · institution +1.1 pts · filed 2026-05-12 | 5.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $121.5k | — |
| Q1 2023 | 0 | — | 2 | $1.0m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 2 | $1.9m | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 2 | $1.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-14 | WILKINSON PAUL Vice President | Sold | $358.5k2.0k shares |
| 2024-05-13 | WILKINSON PAUL Vice President | Sold | $39.3k229 shares |
| 2024-05-03 | REICHELDERFER BRENDA Director | Sold | $844.2k5.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 4.9m $820.6m | Reduced -91.0k |
| VANGUARD GROUP INC 0.01% of their portfolio | 3.2m $538.8m | Added +3.0k |
| EARNEST PARTNERS LLC 1.80% of their portfolio | 2.3m $383.9m | Added +57.7k |
| STATE STREET CORP 0.01% of their portfolio | 1.4m $230.7m | Reduced -206.8k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.1m $190.7m | Added +31.1k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.1m $179.3m | Reduced -105.8k |
| SEI INVESTMENTS CO 0.17% of their portfolio | 728.7k $121.9m | Added +44.4k |
| MORGAN STANLEY 0.01% of their portfolio | 693.9k $116.1m | Reduced -1.7m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 641.8k $107.4m | Added +10.1k |
| T. Rowe Price Investment Management, Inc. 0.06% of their portfolio | 577.8k $96.7m | Reduced -12.1k |
| Invesco Ltd. 0.02% of their portfolio | 532.9k $89.1m | Reduced -2.6k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 504.3k $84.4m | Added +109.8k |
| WESTWOOD HOLDINGS GROUP INC 0.37% of their portfolio | 473.9k $79.3m | Reduced -65.7k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 455.6k $76.2m | Added +383.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 419.0k $70.1m | Reduced -6.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 406.7k $68.0m | Added +4.8k |
| Thrivent Financial for Lutherans 0.13% of their portfolio | 388.0k $64.9m | Reduced -7.8k |
| Sachem Head Capital Management LP 2.99% of their portfolio | 359.0k $60.1m | New |
| Clearbridge Investments, LLC 0.05% of their portfolio | 357.1k $59.7m | Reduced -8.5k |
| NORGES BANK 0.01% of their portfolio | 334.0k $55.9m | Added +5.0k |
| PRIMECAP MANAGEMENT CO/CA/ 0.04% of their portfolio | 303.1k $50.7m | Added +57.9k |
| CONGRESS ASSET MANAGEMENT CO 0.36% of their portfolio | 298.0k $49.9m | Added +6.8k |
| BRANDES INVESTMENT PARTNERS, LP 0.61% of their portfolio | 296.2k $49.4m | Added +10.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 293.8k $49.2m | Reduced -63.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 275.3k $46.1m | Reduced -3.1k |
| LOOMIS SAYLES & CO L P 0.06% of their portfolio | 259.0k $43.3m | Reduced -2.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 256.8k $43.0m | Reduced -64.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 228.5k $38.2m | Added +2.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 212.7k $35.6m | Reduced -3.8k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 173.0k $29.0m | Reduced -48.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 169.9k $28.4m | Reduced -1.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 159.1k $26.6m | Added +7.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.07% of their portfolio | 158.6k $26.5m | Reduced -2.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 154.1k $25.8m | Reduced -8.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 152.4k $25.5m | Reduced -5.3k |
| PANAGORA ASSET MANAGEMENT INC 0.13% of their portfolio | 151.2k $25.3m | Added +9.6k |
| LSV ASSET MANAGEMENT 0.05% of their portfolio | 145.4k $24.3m | Reduced -198.6k |
| GAMCO INVESTORS, INC. ET AL 0.26% of their portfolio | 142.0k $23.8m | Reduced -350 |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 139.5k $23.3m | Reduced -6.7k |
| Driehaus Capital Management LLC 0.17% of their portfolio | 107.6k $18.0m | Added +9.3k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 105.5k $17.6m | Added +1.5k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 102.6k $17.2m | Reduced -4.5k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 100.1k $16.8m | Added +46.4k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 98.3k $16.4m | Added +525 |
| GABELLI FUNDS LLC 0.12% of their portfolio | 93.2k $15.6m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 91.3k $15.3m | Reduced -7.0k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 91.0k $15.2m | Added +10.7k |
| Legal & General Group Plc 0.00% of their portfolio | 87.8k $14.7m | Reduced -969 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 69.2k $11.6m | Reduced -5.3k |
| CRAWFORD INVESTMENT COUNSEL INC 0.21% of their portfolio | 65.2k $10.9m | Reduced -6.1k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 63.3k $10.6m | Added +4.3k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.04% of their portfolio | 62.0k $10.4m | Reduced -15.0k |
| Swiss National Bank 0.01% of their portfolio | 56.6k $9.5m | Reduced -1.0k |
| CHARTWELL INVESTMENT PARTNERS, LLC 0.33% of their portfolio | 55.4k $9.3m | Reduced -1.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 54.6k $9.1m | Added +36.9k |
| HENNESSY ADVISORS INC 0.34% of their portfolio | 53.5k $9.0m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 51.7k $8.7m | Reduced -192 |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 51.1k $8.5m | Reduced -17.6k |
| CITIGROUP INC 0.01% of their portfolio | 49.3k $8.3m | Reduced -178 |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 45.9k $7.7m | Added +5.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 44.4k $7.4m | First filing |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 42.5k $7.1m | Reduced -24.8k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 41.3k $6.9m | Added +37.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 41.0k $6.9m | Added +8.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 39.6k $6.6m | Reduced -1.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 39.1k $6.5m | Reduced -40.7k |
| Aureus Asset Management, LLC 0.44% of their portfolio | 37.2k $6.2m | Reduced -6.7k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.11% of their portfolio | 35.8k $6.0m | Reduced -9.5k |
| CW Advisors, LLC 0.09% of their portfolio | 34.9k $5.8m | Added +1.2k |
| Foundry Partners, LLC 0.29% of their portfolio | 31.9k $5.3m | Added +1.4k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 31.3k $5.2m | Added +38 |
| Global IMC LLC 1.14% of their portfolio | 30.4k $5.1m | Added +1 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 30.3k $5.1m | Added +4.8k |
| ALGERT GLOBAL LLC 0.17% of their portfolio | 30.2k $5.0m | Added +24.3k |
| GREAT LAKES ADVISORS, LLC 0.04% of their portfolio | 29.7k $5.0m | Added +588 |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.06% of their portfolio | 29.3k $4.9m | Added +6.0k |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 29.2k $4.9m | Added +15.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 28.0k $4.7m | Reduced -1.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 27.6k $4.6m | Reduced -5.8k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 26.5k $4.4m | Added +4.5k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 26.2k $4.4m | Reduced -1.5k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 23.8k $4.0m | Reduced -2.0k |
| BURNEY CO/ 0.15% of their portfolio | 23.8k $4.0m | Reduced -30.2k |
| BFSG, LLC 0.49% of their portfolio | 23.1k $3.9m | Reduced -946 |
| BARCLAYS PLC 0.00% of their portfolio | 22.9k $3.8m | Reduced -35.1k |
| COMERICA BANK 0.02% of their portfolio | 22.6k $3.8m | Reduced -9.6k |
| WESBANCO BANK INC 0.14% of their portfolio | 22.2k $3.7m | Reduced -3.6k |
| KIRR MARBACH & CO LLC /IN/ 0.87% of their portfolio | 21.6k $3.6m | New |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 20.2k $3.4m | Added +218 |
| Atria Investments, Inc 0.04% of their portfolio | 19.1k $3.2m | Added +2.0k |
| Advisors Asset Management, Inc. 0.06% of their portfolio | 19.0k $3.2m | Added +1.7k |
| NEVILLE RODIE & SHAW INC 0.24% of their portfolio | 18.8k $3.1m | Unchanged |
| Compass Wealth Management LLC 0.77% of their portfolio | 18.6k $3.1m | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 18.5k $3.1m | Added +235 |
| MARTINGALE ASSET MANAGEMENT L P 0.06% of their portfolio | 18.0k $3.0m | Reduced -700 |
| Informed Momentum Co LLC 0.48% of their portfolio | 17.7k $3.0m | Reduced -6.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 17.6k $2.9m | Added +1.3k |
| State of Alaska, Department of Revenue 0.03% of their portfolio | 16.9k $2.8m | Reduced -632 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 16.6k $2.8m | Added +347 |
| Corebridge Financial, Inc. 0.02% of their portfolio | 16.5k $2.8m | First filing |