Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 845 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
10
shares
|
$247
0.0% of portfolio
|
Q4 2024
Reduced 95.24%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
10
shares
|
$247
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10
shares
|
$247
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
10
shares
|
$247
0.0% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
10
shares
|
$247
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
10
shares
|
$247
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
10
shares
|
$247
0.0% of portfolio
|
Q2 2025
Reduced 98.64%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
9
shares
|
$222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$222
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
9
shares
|
$222
0.0% of portfolio
|
Q3 2025
Reduced 86.36%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
8
shares
|
$198
0.0% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
8
shares
|
$198
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
8
shares
|
$198
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
7
shares
|
$173
0.0% of portfolio
|
Q3 2023
Reduced 94.7%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
6
shares
|
$148
0.0% of portfolio
|
Q4 2024
Added 133.33%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
5
shares
|
$123
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
5
shares
|
$123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
5
shares
|
$123
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
5
shares
|
$123
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5
shares
|
$123
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
5
shares
|
$123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$99
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
4
shares
|
$99
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
3
shares
|
$74
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3
shares
|
$74
0.0% of portfolio
|
Q3 2024
Reduced 96.05%
|
|