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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
367
shares
|
$11,817
0.0% of portfolio
|
Q2 2025
Added 158.45%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
364
shares
|
$11,720
0.04% of portfolio
|
Q2 2022
Reduced 17.65%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
358
shares
|
$11,527
0.0% of portfolio
|
Q1 2025
Added 16.23%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
352
shares
|
$11,334
0.0% of portfolio
|
Q2 2025
Added 39.68%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
340
shares
|
$10,948
0.0% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
334
shares
|
$10,754
0.0% of portfolio
|
Q4 2023
Reduced 37.45%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
325
shares
|
$10,465
0.02% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
318
shares
|
$10,239
0.0% of portfolio
|
Q4 2023
Reduced 44.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
310
shares
|
$9,982
0.0% of portfolio
|
Q4 2023
Reduced 18.42%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
306
shares
|
$9,853
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
300
shares
|
$9,660
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
300
shares
|
$9,660
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
300
shares
|
$9,660
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
300
shares
|
$9,660
0.0% of portfolio
|
Q1 2022
Reduced 33.33%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
294
shares
|
$9,466
0.0% of portfolio
|
Q1 2025
Added 42.03%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
290
shares
|
$9,338
0.0% of portfolio
|
Q1 2024
Added 45.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
278
shares
|
$8,951
0.01% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
272
shares
|
$8,758
0.01% of portfolio
|
Q2 2023
Added 22.52%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
268
shares
|
$8,629
0.0% of portfolio
|
Q3 2021
Reduced 17.8%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
263
shares
|
$8,468
0.0% of portfolio
|
Q4 2024
Reduced 27.55%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
240
shares
|
$7,728
0.0% of portfolio
|
Q1 2025
Added 81.82%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
234
shares
|
$7,534
0.0% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
230
shares
|
$7,406
0.0% of portfolio
|
Q1 2024
Reduced 47.25%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
210
shares
|
$6,762
0.0% of portfolio
|
Q1 2024
Added 1300.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
210
shares
|
$6,762
0.0% of portfolio
|
Q1 2025
Reduced 78.74%
|