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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
12
shares
|
$386
0.0% of portfolio
|
Q1 2025
Reduced 52.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12
shares
|
$386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
12
shares
|
$386
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
11
shares
|
$354
0.0% of portfolio
|
Q1 2025
Added 57.14%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
11
shares
|
$354
0.0% of portfolio
|
Q3 2024
Reduced 65.63%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
10
shares
|
$322
0.0% of portfolio
|
Q4 2024
Reduced 95.24%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
10
shares
|
$322
0.0% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
10
shares
|
$322
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
10
shares
|
$322
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10
shares
|
$322
0.0% of portfolio
|
Q4 2024
Reduced 98.51%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
10
shares
|
$322
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
10
shares
|
$322
0.0% of portfolio
|
Q1 2023
Reduced 90.91%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
9
shares
|
$289
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$289
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
8
shares
|
$257
0.0% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
7
shares
|
$225
0.0% of portfolio
|
Q3 2023
Reduced 94.7%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
6
shares
|
$193
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5
shares
|
$161
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$161
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
5
shares
|
$161
0.0% of portfolio
|
Q1 2024
Reduced 96.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
5
shares
|
$161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
5
shares
|
$161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
4
shares
|
$128
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$96
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
3
shares
|
$96
0.0% of portfolio
|
Q1 2025
New holding
|