Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

667 institutions on file

MOODY LYNN LIEBERSON & WALKER, LLC
TRACKED
CIK 0000938592
—
AUM
—
positions
2
filings
latest Q2 2026
MOODY NATIONAL BANK TRUST DIVISION
TRACKED
CIK 0001092903
$1.21B
AUM
496
positions
2
filings
latest Q2 2026
MOON CAPITAL MANAGEMENT LP
TRACKED
CIK 0001387303
$165.6M
AUM
13
positions
13
filings
latest Q1 2026
MOORE CAPITAL MANAGEMENT, LP
TRACKED
CIK 0001448574
$4.92B
AUM
618
positions
13
filings
latest Q1 2026
Moors & Cabot, Inc.
TRACKED
CIK 0001607239
$2.34B
AUM
923
positions
12
filings
latest Q1 2026
Morangie Management LLC
TRACKED
CIK 0002056670
$120.4M
AUM
34
positions
2
filings
latest Q2 2026
Moran Wealth Management, LLC
TRACKED
CIK 0001965334
$3.27B
AUM
474
positions
2
filings
latest Q1 2026
Moreno Evelyn V
TRACKED
CIK 0001598011
$211.9M
AUM
140
positions
2
filings
latest Q4 2023
Morey & Quinn Wealth Partners, LLC
TRACKED
CIK 0002055521
$155.5M
AUM
143
positions
2
filings
latest Q2 2026
Morgan Creek Capital Management, LLC
TRACKED
CIK 0001623781
$151.4M
AUM
9
positions
2
filings
latest Q1 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
TRACKED
CIK 0001050463
$219.8M
AUM
123
positions
13
filings
latest Q1 2026
MorganRosel Wealth Management, LLC
TRACKED
CIK 0001753218
$253.5M
AUM
103
positions
12
filings
latest Q1 2026
Morgan Stanley Institutional Investment Advisors LLC
TRACKED
CIK 0002026079
$1.04B
AUM
5
positions
8
filings
latest Q1 2026
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
TRACKED
CIK 0000895421
—
AUM
—
positions
12
filings
latest Q1 2026
MORGENS WATERFALL VINTIADIS & CO INC
TRACKED
CIK 0001016150
$81.2M
AUM
14
positions
12
filings
latest Q1 2026
Mork Capital Management, LLC
TRACKED
CIK 0001626494
$140.9M
AUM
103
positions
12
filings
latest Q1 2026
Morling Financial Advisors, LLC
TRACKED
CIK 0001905198
$325.3M
AUM
107
positions
12
filings
latest Q1 2026
Morningstar Investment Management LLC
TRACKED
CIK 0001673385
$1.62B
AUM
317
positions
14
filings
latest Q2 2026
Morningstar Investment Services LLC
TRACKED
CIK 0001478215
$545,991
AUM
134
positions
2
filings
latest Q1 2025
MORRIS FINANCIAL CONCEPTS, INC.
TRACKED
CIK 0001387386
$326.1M
AUM
204
positions
2
filings
latest Q2 2026
Morse Asset Management, Inc
TRACKED
CIK 0001705711
$481.1M
AUM
403
positions
13
filings
latest Q1 2026
Morton Brown Family Wealth, LLC
TRACKED
CIK 0001909851
$441.1M
AUM
416
positions
2
filings
latest Q2 2026
Morton Capital Management LLC/CA
TRACKED
CIK 0002002628
$731.3M
AUM
160
positions
2
filings
latest Q2 2026
MORTON COMMUNITY BANK
TRACKED
CIK 0002011821
$460.2M
AUM
115
positions
10
filings
latest Q1 2026
MOR Wealth Management, LLC
TRACKED
CIK 0002092389
$218.0M
AUM
103
positions
2
filings
latest Q1 2026
Mosaic Advisors LLC
TRACKED
CIK 0001808523
$66.8M
AUM
42
positions
2
filings
latest Q1 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC
TRACKED
CIK 0001965241
$977.0M
AUM
286
positions
2
filings
latest Q1 2026
MOSAIC FINANCIAL GROUP, LLC
TRACKED
CIK 0002011050
$140,872
AUM
126
positions
9
filings
latest Q1 2026
MOSELEY INVESTMENT MANAGEMENT INC
TRACKED
CIK 0000906396
$313.8M
AUM
162
positions
2
filings
latest Q1 2026
Moser Wealth Advisors, LLC
TRACKED
CIK 0001803081
$208.3M
AUM
200
positions
2
filings
latest Q2 2025
Mosley Wealth Management
TRACKED
CIK 0002011849
$314.3M
AUM
781
positions
2
filings
latest Q2 2026
Moss Adams Wealth Advisors LLC
TRACKED
CIK 0001661245
$1.60B
AUM
307
positions
2
filings
latest Q2 2026
MOTCO
TRACKED
CIK 0001306333
$1.08B
AUM
598
positions
2
filings
latest Q1 2026
Motiv8 Investments LLC
TRACKED
CIK 0002024873
$183,360
AUM
1,068
positions
2
filings
latest Q4 2025
MOTIVE WEALTH ADVISORS
TRACKED
CIK 0001877093
$243.2M
AUM
96
positions
2
filings
latest Q2 2026
Motley Fool Asset Management LLC
TRACKED
CIK 0001512814
$2.33B
AUM
237
positions
13
filings
latest Q1 2026
Motley Fool Wealth Management, LLC
TRACKED
CIK 0001607978
$884.2M
AUM
124
positions
12
filings
latest Q1 2026
MOULTON WEALTH MANAGEMENT, INC
TRACKED
CIK 0001792510
$152.1M
AUM
66
positions
2
filings
latest Q2 2026
Mountain Capital Investment Advisors Inc.
TRACKED
CIK 0001714506
$702.2M
AUM
95
positions
13
filings
latest Q2 2026
Mountain Capital Management, LLC
TRACKED
CIK 0002096127
—
AUM
1
positions
2
filings
latest Q1 2026
Mountaineer Partners Management, LLC
TRACKED
CIK 0001730532
$201.3M
AUM
16
positions
13
filings
latest Q1 2026
Mountain Hill Investment Partners Corp.
TRACKED
CIK 0002055557
$176.5M
AUM
195
positions
2
filings
latest Q2 2026
Mountain Lake Investment Management LLC
TRACKED
CIK 0001308555
$154.8M
AUM
29
positions
12
filings
latest Q1 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
TRACKED
CIK 0001067324
$583.7M
AUM
141
positions
2
filings
latest Q1 2026
Mount Capital Ltd
TRACKED
CIK 0001896379
$248.2M
AUM
18
positions
12
filings
latest Q1 2026
Mount Lucas Management LP
TRACKED
CIK 0001185072
$270.8M
AUM
165
positions
2
filings
latest Q1 2026
MOUNT VERNON ASSOCIATES INC /MD/
TRACKED
CIK 0000799003
$153,418
AUM
62
positions
2
filings
latest Q2 2026
Mowery & Schoenfeld Wealth Management, LLC
TRACKED
CIK 0002019946
$65.5M
AUM
357
positions
2
filings
latest Q1 2026
MOZAYYX MANAGEMENT LLC
TRACKED
CIK 0002116489
$98.6M
AUM
16
positions
2
filings
latest Q1 2026
MPM ASSET MANAGEMENT LLC
TRACKED
CIK 0001263048
$44.5M
AUM
4
positions
2
filings
latest Q3 2025

MOODY LYNN LIEBERSON & WALKER, LLC
TRACKED
CIK 0000938592
—
AUM
—
positions
2
filings
latest Q2 2026
MOODY NATIONAL BANK TRUST DIVISION
TRACKED
CIK 0001092903
$1.21B
AUM
496
positions
2
filings
latest Q2 2026
MOON CAPITAL MANAGEMENT LP
TRACKED
CIK 0001387303
$165.6M
AUM
13
positions
13
filings
latest Q1 2026
MOORE CAPITAL MANAGEMENT, LP
TRACKED
CIK 0001448574
$4.92B
AUM
618
positions
13
filings
latest Q1 2026
Moors & Cabot, Inc.
TRACKED
CIK 0001607239
$2.34B
AUM
923
positions
12
filings
latest Q1 2026
Morangie Management LLC
TRACKED
CIK 0002056670
$120.4M
AUM
34
positions
2
filings
latest Q2 2026
Moran Wealth Management, LLC
TRACKED
CIK 0001965334
$3.27B
AUM
474
positions
2
filings
latest Q1 2026
Moreno Evelyn V
TRACKED
CIK 0001598011
$211.9M
AUM
140
positions
2
filings
latest Q4 2023
Morey & Quinn Wealth Partners, LLC
TRACKED
CIK 0002055521
$155.5M
AUM
143
positions
2
filings
latest Q2 2026
Morgan Creek Capital Management, LLC
TRACKED
CIK 0001623781
$151.4M
AUM
9
positions
2
filings
latest Q1 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
TRACKED
CIK 0001050463
$219.8M
AUM
123
positions
13
filings
latest Q1 2026
MorganRosel Wealth Management, LLC
TRACKED
CIK 0001753218
$253.5M
AUM
103
positions
12
filings
latest Q1 2026
Morgan Stanley Institutional Investment Advisors LLC
TRACKED
CIK 0002026079
$1.04B
AUM
5
positions
8
filings
latest Q1 2026
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
TRACKED
CIK 0000895421
—
AUM
—
positions
12
filings
latest Q1 2026
MORGENS WATERFALL VINTIADIS & CO INC
TRACKED
CIK 0001016150
$81.2M
AUM
14
positions
12
filings
latest Q1 2026
Mork Capital Management, LLC
TRACKED
CIK 0001626494
$140.9M
AUM
103
positions
12
filings
latest Q1 2026
Morling Financial Advisors, LLC
TRACKED
CIK 0001905198
$325.3M
AUM
107
positions
12
filings
latest Q1 2026
Morningstar Investment Management LLC
TRACKED
CIK 0001673385
$1.62B
AUM
317
positions
14
filings
latest Q2 2026
Morningstar Investment Services LLC
TRACKED
CIK 0001478215
$545,991
AUM
134
positions
2
filings
latest Q1 2025
MORRIS FINANCIAL CONCEPTS, INC.
TRACKED
CIK 0001387386
$326.1M
AUM
204
positions
2
filings
latest Q2 2026
Morse Asset Management, Inc
TRACKED
CIK 0001705711
$481.1M
AUM
403
positions
13
filings
latest Q1 2026
Morton Brown Family Wealth, LLC
TRACKED
CIK 0001909851
$441.1M
AUM
416
positions
2
filings
latest Q2 2026
Morton Capital Management LLC/CA
TRACKED
CIK 0002002628
$731.3M
AUM
160
positions
2
filings
latest Q2 2026
MORTON COMMUNITY BANK
TRACKED
CIK 0002011821
$460.2M
AUM
115
positions
10
filings
latest Q1 2026
MOR Wealth Management, LLC
TRACKED
CIK 0002092389
$218.0M
AUM
103
positions
2
filings
latest Q1 2026
Mosaic Advisors LLC
TRACKED
CIK 0001808523
$66.8M
AUM
42
positions
2
filings
latest Q1 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC
TRACKED
CIK 0001965241
$977.0M
AUM
286
positions
2
filings
latest Q1 2026
MOSAIC FINANCIAL GROUP, LLC
TRACKED
CIK 0002011050
$140,872
AUM
126
positions
9
filings
latest Q1 2026
MOSELEY INVESTMENT MANAGEMENT INC
TRACKED
CIK 0000906396
$313.8M
AUM
162
positions
2
filings
latest Q1 2026
Moser Wealth Advisors, LLC
TRACKED
CIK 0001803081
$208.3M
AUM
200
positions
2
filings
latest Q2 2025
Mosley Wealth Management
TRACKED
CIK 0002011849
$314.3M
AUM
781
positions
2
filings
latest Q2 2026
Moss Adams Wealth Advisors LLC
TRACKED
CIK 0001661245
$1.60B
AUM
307
positions
2
filings
latest Q2 2026
MOTCO
TRACKED
CIK 0001306333
$1.08B
AUM
598
positions
2
filings
latest Q1 2026
Motiv8 Investments LLC
TRACKED
CIK 0002024873
$183,360
AUM
1,068
positions
2
filings
latest Q4 2025
MOTIVE WEALTH ADVISORS
TRACKED
CIK 0001877093
$243.2M
AUM
96
positions
2
filings
latest Q2 2026
Motley Fool Asset Management LLC
TRACKED
CIK 0001512814
$2.33B
AUM
237
positions
13
filings
latest Q1 2026
Motley Fool Wealth Management, LLC
TRACKED
CIK 0001607978
$884.2M
AUM
124
positions
12
filings
latest Q1 2026
MOULTON WEALTH MANAGEMENT, INC
TRACKED
CIK 0001792510
$152.1M
AUM
66
positions
2
filings
latest Q2 2026
Mountain Capital Investment Advisors Inc.
TRACKED
CIK 0001714506
$702.2M
AUM
95
positions
13
filings
latest Q2 2026
Mountain Capital Management, LLC
TRACKED
CIK 0002096127
—
AUM
1
positions
2
filings
latest Q1 2026
Mountaineer Partners Management, LLC
TRACKED
CIK 0001730532
$201.3M
AUM
16
positions
13
filings
latest Q1 2026
Mountain Hill Investment Partners Corp.
TRACKED
CIK 0002055557
$176.5M
AUM
195
positions
2
filings
latest Q2 2026
Mountain Lake Investment Management LLC
TRACKED
CIK 0001308555
$154.8M
AUM
29
positions
12
filings
latest Q1 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
TRACKED
CIK 0001067324
$583.7M
AUM
141
positions
2
filings
latest Q1 2026
Mount Capital Ltd
TRACKED
CIK 0001896379
$248.2M
AUM
18
positions
12
filings
latest Q1 2026
Mount Lucas Management LP
TRACKED
CIK 0001185072
$270.8M
AUM
165
positions
2
filings
latest Q1 2026
MOUNT VERNON ASSOCIATES INC /MD/
TRACKED
CIK 0000799003
$153,418
AUM
62
positions
2
filings
latest Q2 2026
Mowery & Schoenfeld Wealth Management, LLC
TRACKED
CIK 0002019946
$65.5M
AUM
357
positions
2
filings
latest Q1 2026
MOZAYYX MANAGEMENT LLC
TRACKED
CIK 0002116489
$98.6M
AUM
16
positions
2
filings
latest Q1 2026
MPM ASSET MANAGEMENT LLC
TRACKED
CIK 0001263048
$44.5M
AUM
4
positions
2
filings
latest Q3 2025

Page 12 of 14

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Why this matters

A handful of institutions own most of the market — and U.S. law makes the biggest of them disclose what they hold every quarter. Money Flow decodes those filings so you can see where the smart money is going.

$135–150T: Global stock market; U.S. ≈ $75T — over half the world's equity
~41%: Owned by institutions; funds, banks & asset managers · OECD
$55–65T: Institutional holdings; the capital that actually moves prices

MOODY LYNN LIEBERSON & WALKER, LLC

MOODY NATIONAL BANK TRUST DIVISION

MOON CAPITAL MANAGEMENT LP

MOORE CAPITAL MANAGEMENT, LP

Moors & Cabot, Inc.

Morangie Management LLC

Moran Wealth Management, LLC

Moreno Evelyn V

Morey & Quinn Wealth Partners, LLC

Morgan Creek Capital Management, LLC

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

MorganRosel Wealth Management, LLC

Morgan Stanley Institutional Investment Advisors LLC

MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)

MORGENS WATERFALL VINTIADIS & CO INC

Mork Capital Management, LLC

Morling Financial Advisors, LLC

Morningstar Investment Management LLC

Morningstar Investment Services LLC

MORRIS FINANCIAL CONCEPTS, INC.

Morse Asset Management, Inc

Morton Brown Family Wealth, LLC

Morton Capital Management LLC/CA

MORTON COMMUNITY BANK

MOR Wealth Management, LLC

Mosaic Advisors LLC

MOSAIC FAMILY WEALTH PARTNERS, LLC

MOSAIC FINANCIAL GROUP, LLC

MOSELEY INVESTMENT MANAGEMENT INC

Moser Wealth Advisors, LLC

Mosley Wealth Management

Moss Adams Wealth Advisors LLC

MOTCO

Motiv8 Investments LLC

MOTIVE WEALTH ADVISORS

Motley Fool Asset Management LLC

Motley Fool Wealth Management, LLC

MOULTON WEALTH MANAGEMENT, INC

Mountain Capital Investment Advisors Inc.

Mountain Capital Management, LLC

Mountaineer Partners Management, LLC

Mountain Hill Investment Partners Corp.

Mountain Lake Investment Management LLC

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

Mount Capital Ltd

Mount Lucas Management LP

MOUNT VERNON ASSOCIATES INC /MD/

Mowery & Schoenfeld Wealth Management, LLC

MOZAYYX MANAGEMENT LLC

MPM ASSET MANAGEMENT LLC