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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
209
shares
|
$6,729
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
207
shares
|
$6,665
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
200
shares
|
$6,440
0.0% of portfolio
|
Q1 2024
Reduced 12.66%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
200
shares
|
$6,440
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
200
shares
|
$6,440
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
200
shares
|
$6,440
0.0% of portfolio
|
Q2 2022
Added 33.33%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
200
shares
|
$6,440
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
200
shares
|
$6,440
0.0% of portfolio
|
Q1 2023
Reduced 9.09%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$6,440
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
199
shares
|
$6,407
0.0% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
197
shares
|
$6,343
0.0% of portfolio
|
Q1 2025
Added 28.76%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
194
shares
|
$6,246
0.0% of portfolio
|
Q1 2025
Added 21.25%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
187
shares
|
$6,021
0.01% of portfolio
|
Q3 2023
Added 22.22%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
185
shares
|
$5,957
0.0% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
184
shares
|
$5,924
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
184
shares
|
$5,924
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
176
shares
|
$5,667
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
175
shares
|
$5,635
0.0% of portfolio
|
Q3 2024
Reduced 64.29%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
169
shares
|
$5,441
0.0% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
169
shares
|
$5,441
0.0% of portfolio
|
Q2 2025
Added 52.25%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
169
shares
|
$5,441
0.0% of portfolio
|
Q1 2025
Added 31.01%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
168
shares
|
$5,409
0.0% of portfolio
|
Q2 2022
Reduced 4.55%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
167
shares
|
$5,377
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
166
shares
|
$5,345
0.0% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
160
shares
|
$5,152
0.0% of portfolio
|
Q4 2024
New holding
|