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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
67
shares
|
$2,157
0.0% of portfolio
|
Q1 2025
Reduced 34.95%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
65
shares
|
$2,093
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
65
shares
|
$2,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
64
shares
|
$2,060
0.0% of portfolio
|
Q1 2025
Added 540.0%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
62
shares
|
$1,996
0.0% of portfolio
|
Q3 2024
Added 181.82%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
59
shares
|
$1,899
0.0% of portfolio
|
Q1 2025
Reduced 81.62%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
57
shares
|
$1,835
0.0% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
57
shares
|
$1,835
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
56
shares
|
$1,803
0.0% of portfolio
|
Q2 2023
Reduced 88.8%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
56
shares
|
$1,803
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
55
shares
|
$1,771
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
55
shares
|
$1,771
0.0% of portfolio
|
Q4 2022
Added 22.22%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
55
shares
|
$1,771
0.0% of portfolio
|
Q1 2024
Reduced 38.89%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
55
shares
|
$1,771
0.0% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
55
shares
|
$1,771
0.0% of portfolio
|
Q1 2022
Reduced 14.06%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
55
shares
|
$1,771
0.0% of portfolio
|
Q4 2024
Reduced 73.68%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
51
shares
|
$1,642
0.0% of portfolio
|
Q4 2024
Reduced 88.03%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$1,610
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
50
shares
|
$1,610
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
50
shares
|
$1,610
0.0% of portfolio
|
Q4 2024
Reduced 67.95%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
50
shares
|
$1,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
50
shares
|
$1,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$1,610
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
50
shares
|
$1,610
0.0% of portfolio
|
Q4 2024
Reduced 94.28%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
49
shares
|
$1,577
0.0% of portfolio
|
Q1 2025
Added 8.89%
|