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 $7.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
9,035
shares
|
$279,813
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
8,931
shares
|
$276,593
0.0% of portfolio
|
Q2 2025
Reduced 74.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,781
shares
|
$271,947
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Counsel LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,727
shares
|
$270,275
0.01% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
8,696
shares
|
$269,315
0.0% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
8,662
shares
|
$268,262
1.61% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
8,557
shares
|
$265,010
0.32% of portfolio
|
Q1 2023
Added 75.6%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,529
shares
|
$264,143
0.03% of portfolio
|
Q4 2022
Added 29.76%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
8,481
shares
|
$262,656
0.0% of portfolio
|
Q1 2025
Reduced 95.41%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
8,410
shares
|
$260,457
0.05% of portfolio
|
Q1 2023
Added 53.52%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
8,385
shares
|
$259,683
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,279
shares
|
$256,400
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
8,226
shares
|
$254,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
8,208
shares
|
$254,201
0.04% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
8,193
shares
|
$253,737
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,155
shares
|
$252,560
0.0% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,141
shares
|
$252,126
0.0% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
8,118
shares
|
$251,414
0.0% of portfolio
|
Q1 2025
Added 34.4%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,087
shares
|
$250,454
0.0% of portfolio
|
Q1 2025
Reduced 30.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,006
shares
|
$247,945
0.0% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
7,971
shares
|
$246,861
0.14% of portfolio
|
Q3 2022
Reduced 15.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
7,765
shares
|
$240,482
0.0% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
May 15, 2025 Q1 2025 |
7,721
shares
|
$239,119
0.0% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
7,688
shares
|
$238,097
0.0% of portfolio
|
Q1 2025
Reduced 49.64%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
7,529
shares
|
$233,173
0.09% of portfolio
|
Q1 2025
Added 38.38%
|