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 |
|---|---|---|---|---|---|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
104
shares
|
$3,348
0.0% of portfolio
|
Q2 2021
Reduced 4.59%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
102
shares
|
$3,284
0.0% of portfolio
|
Q1 2025
Reduced 98.51%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
102
shares
|
$3,284
0.0% of portfolio
|
Q1 2025
Added 47.83%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
100
shares
|
$3,220
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
100
shares
|
$3,220
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
100
shares
|
$3,220
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
100
shares
|
$3,220
0.01% of portfolio
|
Q3 2023
Reduced 83.33%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
100
shares
|
$3,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
100
shares
|
$3,220
0.0% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
100
shares
|
$3,220
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
100
shares
|
$3,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
100
shares
|
$3,220
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
100
shares
|
$3,220
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
97
shares
|
$3,123
0.0% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
90
shares
|
$2,898
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
87
shares
|
$2,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
87
shares
|
$2,801
0.01% of portfolio
|
Q3 2024
Added 278.26%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
87
shares
|
$2,801
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
84
shares
|
$2,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
83
shares
|
$2,672
0.0% of portfolio
|
Q1 2025
Reduced 69.6%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
82
shares
|
$2,640
0.0% of portfolio
|
Q1 2025
Reduced 26.79%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
79
shares
|
$2,543
0.0% of portfolio
|
Q1 2025
Added 295.0%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
69
shares
|
$2,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
68
shares
|
$2,189
0.0% of portfolio
|
Q1 2025
Added 74.36%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
67
shares
|
$2,157
0.0% of portfolio
|
Q1 2025
New holding
|