Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 866 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $8.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
7,529
shares
|
$242,433
0.09% of portfolio
|
Q1 2025
Added 38.38%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
7,423
shares
|
$239,020
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
7,400
shares
|
$238,280
0.01% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
7,398
shares
|
$238,215
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
7,334
shares
|
$236,154
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,281
shares
|
$234,448
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
7,147
shares
|
$230,133
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,726
shares
|
$216,577
0.0% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
6,690
shares
|
$215,418
0.14% of portfolio
|
Q1 2025
Added 215.12%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,573
shares
|
$211,650
0.0% of portfolio
|
Q1 2025
Reduced 34.96%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,569
shares
|
$211,521
0.07% of portfolio
|
Q2 2022
Added 51.74%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
6,565
shares
|
$211,393
0.01% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
6,497
shares
|
$209,203
0.0% of portfolio
|
Q2 2025
Reduced 70.49%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,312
shares
|
$203,246
0.0% of portfolio
|
Q1 2025
Reduced 67.8%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
6,212
shares
|
$200,026
0.01% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,158
shares
|
$198,287
0.01% of portfolio
|
Q4 2024
Added 17.77%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
6,140
shares
|
$197,708
0.06% of portfolio
|
Q1 2025
Added 58.37%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
6,111
shares
|
$196,774
0.03% of portfolio
|
Q3 2023
Reduced 13.21%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,108
shares
|
$196,677
0.16% of portfolio
|
Q1 2022
Reduced 0.29%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
6,073
shares
|
$195,550
1.85% of portfolio
|
Q4 2022
Added 9.29%
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
6,000
shares
|
$193,200
0.1% of portfolio
|
Q1 2025
Added 380.0%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
6,000
shares
|
$193,200
0.02% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,997
shares
|
$193,103
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,994
shares
|
$193,006
0.02% of portfolio
|
Q1 2025
Added 19.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,951
shares
|
$191,622
0.0% of portfolio
|
Q2 2025
Added 20.13%
|