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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
46
shares
|
$1,481
0.0% of portfolio
|
Q1 2025
Added 820.0%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
45
shares
|
$1,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
43
shares
|
$1,384
0.0% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
42
shares
|
$1,352
0.0% of portfolio
|
Q1 2025
Added 950.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
41
shares
|
$1,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
40
shares
|
$1,288
0.0% of portfolio
|
Q1 2025
Reduced 57.5%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
40
shares
|
$1,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
40
shares
|
$1,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
40
shares
|
$1,288
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
39
shares
|
$1,255
0.0% of portfolio
|
Q4 2022
Reduced 17.02%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
38
shares
|
$1,223
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
37
shares
|
$1,191
0.0% of portfolio
|
Q2 2025
Reduced 68.1%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
37
shares
|
$1,191
0.0% of portfolio
|
Q1 2025
Reduced 37.29%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
36
shares
|
$1,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
36
shares
|
$1,159
0.0% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
35
shares
|
$1,127
0.0% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
35
shares
|
$1,127
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
32
shares
|
$1,030
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
31
shares
|
$998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
30
shares
|
$966
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$966
0.0% of portfolio
|
Q1 2022
Reduced 74.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30
shares
|
$966
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
30
shares
|
$966
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
30
shares
|
$966
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
29
shares
|
$933
0.0% of portfolio
|
Q1 2025
Added 20.83%
|