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 ($5.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $201.96. Options: 3 managers hold calls ($505.1k notional), 4 hold puts ($404.0k).
Trends to Q3 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 |
| Q3 2024 | 329 |
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 |
| Q3 2024 | 163 | 149 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $304.0k | $72.4k | 0.24 |
| Q1 2024 | $191.6k | $224.5k | 1.17 |
| Q2 2024 | $167.3k | $184.0k | 1.10 |
| Q3 2024 | $505.1k | $404.0k | 0.80 |
Biggest buyers
| WESTFIELD CAPITAL MANAGEMENT CO LP | New | +507.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +340.1k |
| GOLDMAN SACHS GROUP INC | Added | +179.0k |
| LORD, ABBETT & CO. LLC | New | +168.0k |
| Invesco Ltd. | Added | +89.8k |
| COMERICA BANK | Added | +67.7k |
| SG Capital Management LLC | New | +53.1k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | New | +47.3k |
| BARCLAYS PLC | Added | +41.3k |
| ALLIANCEBERNSTEIN L.P. | Added | +41.3k |
Biggest sellers
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -200.0k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -126.6k |
| Point72 Asset Management, L.P. | Sold out | -105.5k |
| LSV ASSET MANAGEMENT | Reduced | -81.7k |
| WESTWOOD HOLDINGS GROUP INC | Reduced | -63.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -63.1k |
| EARNEST PARTNERS LLC | Reduced | -62.0k |
| T. Rowe Price Investment Management, Inc. | Reduced | -61.2k |
| TRUIST FINANCIAL CORP | Reduced | -49.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Sold out | -39.6k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $282.8k1.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $222.2k1.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $242.4k1.2k shares |
| CITADEL ADVISORS LLC | Reduced | $141.4k700 shares |
| Twin Tree Management, LP | New | $20.2k100 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 4.9m $983.3m | First filing |
| VANGUARD GROUP INC 0.01% of their portfolio | 3.2m $652.6m | Added +9.7k |
| EARNEST PARTNERS LLC 1.96% of their portfolio | 2.2m $451.1m | Reduced -62.0k |
| STATE STREET CORP 0.01% of their portfolio | 1.4m $281.2m | Added +12.6k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.2m $232.4m | Added +10.8k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 945.4k $191.0m | Reduced -126.6k |
| SEI INVESTMENTS CO 0.18% of their portfolio | 703.7k $142.2m | Reduced -25.0k |
| MORGAN STANLEY 0.01% of their portfolio | 686.8k $138.8m | Reduced -7.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 648.6k $131.1m | Added +6.8k |
| Invesco Ltd. 0.02% of their portfolio | 622.6k $125.8m | Added +89.8k |
| T. Rowe Price Investment Management, Inc. 0.06% of their portfolio | 516.6k $104.4m | Reduced -61.2k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 509.6k $103.0m | Added +5.4k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.46% of their portfolio | 507.0k $102.4m | New |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 496.9k $100.4m | Added +41.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 479.6k $96.9m | Added +340.1k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 435.8k $88.0m | Added +179.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 415.0k $83.8m | Added +8.3k |
| WESTWOOD HOLDINGS GROUP INC 0.35% of their portfolio | 410.1k $82.8m | Reduced -63.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 405.4k $81.9m | Reduced -13.6k |
| Thrivent Financial for Lutherans 0.15% of their portfolio | 388.2k $78.4m | Added +220 |
| NORGES BANK 0.01% of their portfolio | 365.3k $73.8m | Added +31.3k |
| Clearbridge Investments, LLC 0.06% of their portfolio | 360.2k $72.8m | Added +3.1k |
| Sachem Head Capital Management LP 3.80% of their portfolio | 359.0k $72.5m | Unchanged |
| PRIMECAP MANAGEMENT CO/CA/ 0.05% of their portfolio | 310.9k $62.8m | Added +7.8k |
| CONGRESS ASSET MANAGEMENT CO 0.42% of their portfolio | 304.8k $61.6m | Added +6.7k |
| BRANDES INVESTMENT PARTNERS, LP 0.61% of their portfolio | 267.6k $54.1m | Reduced -28.5k |
| LOOMIS SAYLES & CO L P 0.07% of their portfolio | 251.5k $50.8m | Reduced -7.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 248.7k $50.2m | Reduced -26.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 227.5k $46.0m | Reduced -998 |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 172.5k $34.8m | Reduced -566 |
| LORD, ABBETT & CO. LLC 0.11% of their portfolio | 168.0k $33.9m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 167.2k $33.8m | Reduced -2.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 160.9k $32.5m | Added +1.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.08% of their portfolio | 156.1k $31.5m | Reduced -2.6k |
| PANAGORA ASSET MANAGEMENT INC 0.15% of their portfolio | 151.5k $30.6m | Added +313 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 149.7k $30.2m | Reduced -63.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 149.2k $30.1m | Reduced -4.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 146.8k $29.7m | Reduced -5.6k |
| GAMCO INVESTORS, INC. ET AL 0.28% of their portfolio | 135.9k $27.5m | Reduced -6.1k |
| VAN ECK ASSOCIATES CORP 0.03% of their portfolio | 126.0k $24.1m | Added +25.9k |
| Driehaus Capital Management LLC 0.21% of their portfolio | 120.0k $24.2m | Added +12.4k |
| NATIXIS ADVISORS, LLC 0.04% of their portfolio | 102.5k $20.7m | Added +11.5k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 97.7k $19.7m | Reduced -568 |
| GABELLI FUNDS LLC 0.14% of their portfolio | 94.5k $19.1m | Added +1.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 93.8k $18.9m | Reduced -200.0k |
| COMERICA BANK 0.07% of their portfolio | 90.3k $18.2m | Added +67.7k |
| Legal & General Group Plc 0.00% of their portfolio | 84.8k $17.1m | Reduced -3.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio | 71.5k $14.5m | Added +27.2k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 70.8k $14.3m | Reduced -31.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 66.5k $13.4m | Reduced -2.6k |
| CITIGROUP INC 0.01% of their portfolio | 64.9k $13.1m | Added +15.5k |
| BARCLAYS PLC 0.01% of their portfolio | 64.2k $13.0m | Added +41.3k |
| LSV ASSET MANAGEMENT 0.03% of their portfolio | 63.7k $12.9m | Reduced -81.7k |
| CRAWFORD INVESTMENT COUNSEL INC 0.22% of their portfolio | 63.0k $12.7m | Reduced -2.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 61.2k $12.4m | Reduced -30.1k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 61.0k $12.3m | Reduced -2.3k |
| HENNESSY ADVISORS INC 0.39% of their portfolio | 60.3k $12.2m | Added +6.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio | 58.1k $11.7m | Reduced -3.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 56.3k $11.4m | Added +1.8k |
| Swiss National Bank 0.01% of their portfolio | 56.1k $11.3m | Reduced -500 |
| SG Capital Management LLC 1.55% of their portfolio | 53.1k $10.7m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 51.6k $10.4m | Added +5.8k |
| CHARTWELL INVESTMENT PARTNERS, LLC 0.35% of their portfolio | 49.8k $10.1m | Reduced -5.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 49.1k $9.9m | Added +8.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 48.6k $9.8m | Reduced -3.1k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio | 47.3k $9.6m | New |
| Sterling Capital Management LLC 0.12% of their portfolio | 46.1k $9.3m | First filing |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 40.1k $8.1m | Reduced -1.1k |
| HARBOR CAPITAL ADVISORS, INC. 0.33% of their portfolio | 37.9k $7.7m | Added +24.0k |
| Aureus Asset Management, LLC 0.50% of their portfolio | 37.5k $7.6m | Added +247 |
| CW Advisors, LLC 0.10% of their portfolio | 35.6k $7.2m | Added +701 |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 35.3k $7.1m | Reduced -7.2k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 34.3k $6.9m | Added +8.1k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 31.5k $6.3m | Added +226 |
| Global IMC LLC 1.24% of their portfolio | 30.5k $6.2m | Added +138 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 29.6k $6.0m | Reduced -743 |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.07% of their portfolio | 29.0k $5.9m | Reduced -257 |
| GREAT LAKES ADVISORS, LLC 0.05% of their portfolio | 28.3k $5.7m | Reduced -1.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 27.2k $5.5m | Reduced -847 |
| California Public Employees Retirement System 0.00% of their portfolio | 26.4k $5.3m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 24.9k $5.0m | Added +13.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 24.1k $4.9m | Reduced -3.5k |
| UBS Group AG 0.00% of their portfolio | 23.1k $4.7m | Added +15.8k |
| BFSG, LLC 0.53% of their portfolio | 22.7k $4.6m | Reduced -402 |
| ALGERT GLOBAL LLC 0.12% of their portfolio | 22.7k $4.6m | Reduced -7.5k |
| WESBANCO BANK INC 0.15% of their portfolio | 22.2k $4.5m | Unchanged |
| KIRR MARBACH & CO LLC /IN/ 0.97% of their portfolio | 21.5k $4.4m | Reduced -44 |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 20.6k $4.2m | Reduced -3.2k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.07% of their portfolio | 20.5k $4.2m | Reduced -15.3k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio | 20.1k $4.1m | Added +10.7k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 19.5k $3.9m | Reduced -689 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 18.8k $3.8m | Added +255 |
| NEVILLE RODIE & SHAW INC 0.28% of their portfolio | 18.6k $3.8m | Reduced -175 |
| Informed Momentum Co LLC 0.54% of their portfolio | 17.7k $3.6m | Added +31 |
| Compass Wealth Management LLC 0.84% of their portfolio | 17.7k $3.6m | Reduced -950 |
| Allianz Asset Management GmbH 0.01% of their portfolio | 17.1k $3.5m | Reduced -9.4k |
| MARTINGALE ASSET MANAGEMENT L P 0.08% of their portfolio | 17.1k $3.4m | Reduced -900 |
| Advisors Asset Management, Inc. 0.06% of their portfolio | 17.0k $3.4m | Reduced -2.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 16.9k $3.4m | Added +3.8k |
| PIER 88 INVESTMENT PARTNERS LLC 0.74% of their portfolio | 16.6k $3.4m | Added +6.6k |