CIK: 1120927
MONETA GROUP INVESTMENT ADVISORS LLC
Address: 100 SOUTH BRENTWOOD, SUITE 500, ST LOUIS, MO 63105
α Alpha 0.8000↭ Flow 0.5100Mixed Active/Passive
857holdings (Q4 2025)
$13.21B13F reported value
+66 NEW+337 INCREASED-279 DECREASED-51 EXITED124 UNCHANGED
Total (Q4 25): $13,212,149,066
Top Holdings by Value
Position Changes (Q4 vs Q3)
Top 15 Positions ($)
Historical AUM (13F Reported)
$6.14B+$1.97B QoQPortfolio Value History (13F Reported)
Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).
| Quarter | Portfolio Value | QoQ Change | QoQ % |
|---|---|---|---|
| Q4 25 | $13.21B | +$0.63B | +5.0% |
| Q3 25 | $12.59B | +$4.19B | +49.9% |
| Q2 25 | $8.40B | +$1.14B | +15.7% |
| Q1 25 | $7.25B | +$0.12B | +1.6% |
| Q4 24 | $7.14B | +$0.25B | +3.7% |
| Q3 24 | $6.89B | +$0.62B | +10.0% |
| Q2 24 | $6.26B | +$0.13B | +2.1% |
| Q1 24 | $6.14B | +$1.08B | +21.2% |
| Q4 23 | $5.06B | +$0.66B | +14.9% |
| Q3 23 | $4.40B | $-0.11B | -2.5% |
| Q2 23 | $4.52B | +$0.35B | +8.4% |
| Q1 23 | $4.17B | — | — |
QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.
Information for Viewing 13F Reports:
- Name: The name of the company.
- CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
- Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
- Value: The monetary value of the holdings in USD.
- Shares: The number of shares held.
- Share Price: The price of shares at the time of filing.
- Investment: The type of investment.
- % of Portfolio: The percentage that this position represents in the total portfolio.
| Quarter | Period of Report | Holdings | Value | Type | Filling Date | Filling ID |
|---|---|---|---|---|---|---|
| Q4 25 | 31-Dec-2025 | 810 | $13,212,149,066 | 13F-HR | 12-Feb-2026 | 0001120927-26-000001 |
| Q3 25 | 30-Sep-2025 | 793 | $12,585,993,046 | 13F-HR | 14-Nov-2025 | 0001120927-25-000008 |
| Q2 25 | 30-Jun-2025 | 708 | $8,395,165,015 | 13F-HR | 14-Aug-2025 | 0001120927-25-000004 |
| Q1 25 | 31-Mar-2025 | 669 | $7,253,808,647 | 13F-HR | 15-May-2025 | 0001120927-25-000003 |
| Q4 24 | 31-Dec-2024 | 665 | $7,138,252,373 | 13F-HR | 11-Feb-2025 | 0001120927-25-000002 |
| Q3 24 | 30-Sep-2024 | 647 | $6,885,796,146 | 13F-HR | 12-Nov-2024 | 0001120927-24-000005 |
| Q2 24 | 30-Jun-2024 | 609 | $6,262,588,487 | 13F-HR | 13-Aug-2024 | 0001120927-24-000003 |
| Q1 24 | 31-Mar-2024 | 607 | $6,136,211,211 | 13F-HR | 13-Aug-2024 | 0001120927-24-000004 |
| Q4 23 | 31-Dec-2023 | 565 | $5,060,796,201 | 13F-HR | 15-Feb-2024 | 0001120927-24-000001 |
| Q3 23 | 30-Sep-2023 | 527 | $4,403,376,282 | 13F-HR | 15-Nov-2023 | 0001120927-23-000008 |
| Q2 23 | 30-Jun-2023 | 546 | $4,515,164,789 | 13F-HR | 15-Aug-2023 | 0001120927-23-000007 |
| Q1 23 | 31-Mar-2023 | 541 | $4,166,292,282 | 13F-HR | 15-May-2023 | 0001120927-23-000006 |
| Q4 22 | 31-Dec-2022 | 471 | $3,878,143,746 | 13F-HR | 15-Feb-2023 | 0001120927-23-000001 |
| Q4 22 | 31-Dec-2022 | 471 | $3,878,143,746 | 13F-HR/A | 16-Feb-2023 | 0001120927-23-000002 |
| Q4 22 | 31-Dec-2022 | 456 | $3,648,770,183 | 13F-HR/A | 16-Feb-2023 | 0001120927-23-000003 |
| Q3 22 | 30-Sep-2022 | 432 | $2,625,602,000 | 13F-HR | 14-Nov-2022 | 0001120927-22-000005 |
| Q2 22 | 30-Jun-2022 | 469 | $2,929,161,000 | 13F-HR | 15-Aug-2022 | 0001120927-22-000004 |
| Q1 22 | 31-Mar-2022 | 446 | $2,548,455,000 | 13F-HR | 11-May-2022 | 0001120927-22-000003 |
| Q4 21 | 31-Dec-2021 | 477 | $2,459,704,000 | 13F-HR | 11-Feb-2022 | 0001120927-22-000001 |
| Q3 21 | 30-Sep-2021 | 454 | $2,169,282,000 | 13F-HR | 12-Nov-2021 | 0001120927-21-000005 |
| Q2 21 | 30-Jun-2021 | 449 | $2,170,845,000 | 13F-HR | 13-Aug-2021 | 0001120927-21-000004 |
| Q1 21 | 31-Mar-2021 | 240 | $1,891,366,000 | 13F-HR | 14-May-2021 | 0001120927-21-000003 |
| Q4 20 | 31-Dec-2020 | 316 | $1,391,589,000 | 13F-HR | 12-Feb-2021 | 0001120927-21-000001 |
| Q3 20 | 30-Sep-2020 | 272 | $1,148,978,000 | 13F-HR | 13-Nov-2020 | 0001120927-20-000007 |
| Q2 20 | 30-Jun-2020 | 250 | $1,053,605,000 | 13F-HR | 12-Aug-2020 | 0001120927-20-000006 |
| Q1 20 | 31-Mar-2020 | 233 | $961,299,000 | 13F-HR | 13-May-2020 | 0001120927-20-000005 |
| Q4 19 | 31-Dec-2019 | 273 | $1,192,165,000 | 13F-HR | 11-Feb-2020 | 0001120927-20-000001 |
| Q3 19 | 30-Sep-2019 | 275 | $1,069,790,000 | 13F-HR | 12-Nov-2019 | 0001120927-19-000011 |
| Q2 19 | 30-Jun-2019 | 248 | $1,014,945,000 | 13F-HR | 13-Aug-2019 | 0001120927-19-000009 |
| Q2 19 | 30-Jun-2019 | 248 | $1,014,945,000 | 13F-HR/A | 16-Aug-2019 | 0001120927-19-000010 |
| Q1 19 | 31-Mar-2019 | 255 | $956,930,000 | 13F-HR | 15-May-2019 | 0001120927-19-000005 |
| Q1 19 | 31-Mar-2019 | 255 | $956,930,000 | 13F-HR/A | 16-May-2019 | 0001120927-19-000006 |
| Q4 18 | 31-Dec-2018 | 210 | $838,534,000 | 13F-HR | 11-Feb-2019 | 0001120927-19-000001 |
| Q3 18 | 30-Sep-2018 | 237 | $977,571,000 | 13F-HR | 13-Nov-2018 | 0001120927-18-000010 |
| Q2 18 | 30-Jun-2018 | 1131 | $1,035,385,000 | 13F-HR | 14-Aug-2018 | 0001120927-18-000005 |
| Q2 18 | 30-Jun-2018 | 899 | $913,440,000 | 13F-HR/A | 15-Aug-2018 | 0001120927-18-000007 |
| Q2 18 | 30-Jun-2018 | 385 | $897,380,000 | 13F-HR/A | 15-Aug-2018 | 0001120927-18-000008 |
| Q1 18 | 31-Mar-2018 | 621 | $751,003,000 | 13F-HR | 14-May-2018 | 0001120927-18-000004 |
| Q4 17 | 31-Dec-2017 | 583 | $661,193,000 | 13F-HR | 13-Feb-2018 | 0001120927-18-000001 |
| Q4 16 | 31-Dec-2016 | 169 | $487,903 | 13F-HR | 14-Feb-2017 | 0001120927-17-000003 |
| Q3 16 | 30-Sep-2016 | 139 | $440,561 | 13F-HR | 15-Nov-2016 | 0001120927-16-000013 |
| Q2 16 | 30-Jun-2016 | 158 | $457,039 | 13F-HR | 17-Aug-2016 | 0001120927-16-000012 |
| Q1 16 | 31-Mar-2016 | 165 | $450,185 | 13F-HR | 13-May-2016 | 0001120927-16-000010 |
| Q4 15 | 31-Dec-2015 | 144 | $406,914 | 13F-HR | 16-Feb-2016 | 0001120927-16-000008 |