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 |
|---|---|---|---|---|---|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
3,725
shares
|
$119,945
0.1% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
3,722
shares
|
$119,848
0.0% of portfolio
|
Q1 2024
Reduced 71.79%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,689
shares
|
$118,785
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
3,571
shares
|
$114,986
0.01% of portfolio
|
Q1 2025
Reduced 49.56%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,566
shares
|
$114,825
0.07% of portfolio
|
Q3 2023
Added 17.53%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,548
shares
|
$114,245
0.48% of portfolio
|
Q3 2022
Reduced 51.78%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,509
shares
|
$112,989
0.0% of portfolio
|
Q4 2024
Reduced 76.72%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
3,446
shares
|
$110,961
0.0% of portfolio
|
Q2 2025
Reduced 82.6%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,349
shares
|
$107,837
0.01% of portfolio
|
Q4 2023
Reduced 24.08%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,288
shares
|
$105,873
0.02% of portfolio
|
Q3 2022
Added 1.95%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,282
shares
|
$105,680
0.63% of portfolio
|
Q1 2024
Added 6.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,045
shares
|
$98,049
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,939
shares
|
$94,635
0.0% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,894
shares
|
$93,186
0.0% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,615
shares
|
$84,203
0.0% of portfolio
|
Q1 2025
Reduced 17.3%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,611
shares
|
$84,074
0.02% of portfolio
|
Q3 2022
Reduced 16.07%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,584
shares
|
$83,204
0.0% of portfolio
|
Q1 2025
Added 104.11%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
2,527
shares
|
$81,369
0.01% of portfolio
|
Q1 2024
Reduced 4.71%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
2,446
shares
|
$78,761
0.48% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,438
shares
|
$78,503
0.01% of portfolio
|
Q3 2023
Reduced 33.21%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,370
shares
|
$76,314
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,356
shares
|
$75,863
0.02% of portfolio
|
Q1 2025
Added 113.99%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,334
shares
|
$75,154
0.0% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,257
shares
|
$72,675
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
2,250
shares
|
$72,450
0.01% of portfolio
|
Q2 2024
Reduced 8.16%
|