Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 861 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $6.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
10,617
shares
|
$274,237
0.07% of portfolio
|
Q2 2025
Reduced 31.97%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
10,519
shares
|
$271,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
10,492
shares
|
$271,008
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
10,407
shares
|
$268,812
0.01% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,404
shares
|
$268,735
0.01% of portfolio
|
Q2 2023
Reduced 54.32%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
10,345
shares
|
$267,211
0.05% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,305
shares
|
$266,178
0.07% of portfolio
|
Q2 2025
Added 24.01%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
10,250
shares
|
$264,757
0.02% of portfolio
|
Q2 2025
Reduced 38.66%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
10,132
shares
|
$261,709
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
10,121
shares
|
$261,425
0.04% of portfolio
|
Q2 2025
Added 34.82%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
10,099
shares
|
$260,857
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
10,000
shares
|
$258,299
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,918
shares
|
$256,181
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
9,853
shares
|
$254,502
0.01% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
9,845
shares
|
$254,296
0.0% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
9,821
shares
|
$253,676
0.01% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
9,813
shares
|
$253,469
0.11% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
9,639
shares
|
$248,975
0.01% of portfolio
|
Q2 2025
Added 77.94%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Aug 13, 2025 Q2 2025 |
9,510
shares
|
$245,643
0.26% of portfolio
|
Q1 2021
Added 4.55%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
9,493
shares
|
$245,204
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,455
shares
|
$244,222
0.0% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
9,300
shares
|
$240,218
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
9,284
shares
|
$239,805
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
9,102
shares
|
$235,104
0.0% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
9,035
shares
|
$233,374
0.06% of portfolio
|
Q2 2025
New holding
|