Moog, Inc. - Class A
US ˙ NYSE ˙ US6153942023
DIESES SYMBOL IST NICHT MEHR AKTIV

SecurityMOGA / Moog, Inc. - Class A
InstitutionCreative Planning
Latest Disclosed Ownership24,688 shares
Latest Disclosed Value $ 7,224,734
Creative Planning reports 25.16% increase in ownership of MOGA / Moog, Inc. - Class A

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 24,688 shares of Moog, Inc. - Class A (US:MOGA) valued at $7,224,734 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 19,725 shares of Moog, Inc. - Class A. This represents a change in shares of 25.16% during the quarter. The current value of the position is $1,848,884 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F MOOG CL A 615394202 24,688 4,963 25.16 7,225 50.37 0.0048
2026-02-17 2025-12-31 13F MOOG CL A 615394202 19,725 4,869 32.77 4,804 55.72 0.0034
2025-11-14 2025-09-30 13F MOOG CL A 615394202 14,856 3,817 34.58 3,085 54.48 0.0024
2025-08-08 2025-06-30 13F MOOG CL A 615394202 11,039 -1,847 -14.33 1,998 -10.57 0.0017
2025-05-15 2025-03-31 13F MOOG CL A 615394202 12,886 641 5.23 2,234 -7.34 0.0021
2025-02-14 2024-12-31 13F MOOG CL A 615394202 12,245 638 5.50 2,410 2.82 0.0023
2024-10-11 2024-09-30 13F MOOG CL A 615394202 11,607 2,823 32.14 2,345 59.56 0.0023
2024-08-15 2024-06-30 13F MOOG CL A 615394202 8,784 1,866 26.97 1,470 33.06 0.0016
2024-05-13 2024-03-31 13F MOOG CL A 615394202 6,918 2,876 71.15 1,104 88.72 0.0012
2024-02-14 2023-12-31 13F MOOG CL A 615394202 4,042 2,142 112.74 585 173.36 0.0011
2023-11-16 2023-09-30 13F MOOG CL A 615394202 1,900 1,900 215 0.0003
2018-07-20 2018-06-30 13F MOOG CL A 615394202 0 -2,667 -100.00 0 -100.00
2018-04-18 2018-03-31 13F MOOG CL A 615394202 2,667 0 0.00 220 -5.17 0.0009
2018-01-17 2017-12-31 13F MOOG CL A 615394202 2,667 0 0.00 232 4.04 0.0010
2017-10-17 2017-09-30 13F MOOG CL A 615394202 2,667 227 9.30 223 27.43 0.0010
2017-07-12 2017-06-30 13F MOOG CL A 615394202 2,440 0 0.00 175 6.71 0.0009
2017-04-07 2017-03-31 13F MOOG CL A 615394202 2,440 0 0.00 164 2.50 0.0009
2017-01-09 2016-12-31 13F MOOG CL A 615394202 2,440 78 3.30 160 13.48 0.0010
2016-10-12 2016-09-30 13F MOOG CL A 615394202 2,362 0 0.00 141 11.02 0.0009
2016-07-12 2016-06-30 13F MOOG CL A 615394202 2,362 0 0.00 127 17.59 0.0009
2016-04-08 2016-03-31 13F MOOG CL A 615394202 2,362 0 0.00 108 -24.48 0.0008
2016-01-11 2015-12-31 13F MOOG CL A 615394202 2,362 0 0.00 143 11.72 0.0012
2015-10-09 2015-09-30 13F MOOG CL A 615394202 2,362 2,362 0.00 128 0.0011
2015-07-09 2015-06-30 13F MOOG CL A 615394202 0 -2,410 -100.00 0 -100.00
2015-04-13 2015-03-31 13F MOOG CL A 615394202 2,410 2,410 0.00 181 0.0017
2015-01-29 2014-12-31 13F MOOG CL A 615394202 0 -1,687 -100.00 0 -100.00
2014-10-10 2014-09-30 13F MOOG CL A 615394202 1,687 -55 -3.16 115 -9.45 0.0013
2014-08-20 2014-06-30 13F MOOG CL A 615394202 1,742 55 3.26 127 14.41 0.0016
2014-04-11 2014-03-31 13F MOOG CL A 615394202 1,687 0 0.00 111 -3.48 0.0017
2014-01-06 2013-12-31 13F MOOG CL A 615394202 1,687 0 0.00 115 16.16 0.0020
2013-10-10 2013-09-30 13F MOOG CL A 615394202 1,687 0 0.00 99 13.79 0.0020
2013-07-09 2013-06-30 13F MOOG CL A 615394202 1,687 1,687 87 0.0020
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.