Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 952 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,248
shares
|
$297,965
0.01% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
7,147
shares
|
$293,813
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Profit Investment Management, LLC
|
Oct 09, 2024 Q3 2024 |
7,042
shares
|
$289,496
0.37% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
6,970
shares
|
$286,536
0.39% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
6,958
shares
|
$286,043
0.0% of portfolio
|
Q3 2024
Added 62.12%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,927
shares
|
$284,768
0.03% of portfolio
|
Q3 2024
Added 235.94%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
6,811
shares
|
$280,000
0.06% of portfolio
|
Q3 2024
Added 34.6%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,763
shares
|
$278,026
0.14% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
6,600
shares
|
$271,326
0.03% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
6,585
shares
|
$270,709
0.01% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,569
shares
|
$270,051
0.07% of portfolio
|
Q2 2022
Added 51.74%
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
6,375
shares
|
$262,076
0.42% of portfolio
|
Q3 2024
Reduced 13.56%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,315
shares
|
$259,609
0.01% of portfolio
|
Q3 2024
Added 16.92%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,300
shares
|
$258,993
0.03% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
6,265
shares
|
$257,554
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,239
shares
|
$256,485
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
6,136
shares
|
$252,250
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
6,117
shares
|
$251,469
0.02% of portfolio
|
Q2 2024
Reduced 38.03%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
6,111
shares
|
$251,223
0.03% of portfolio
|
Q3 2023
Reduced 13.21%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,108
shares
|
$251,099
0.16% of portfolio
|
Q1 2022
Reduced 0.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,101
shares
|
$250,812
0.0% of portfolio
|
Q3 2024
Reduced 77.74%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
6,087
shares
|
$250,236
0.01% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
6,087
shares
|
$250,236
0.0% of portfolio
|
Q3 2024
Reduced 43.57%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
6,073
shares
|
$249,661
1.85% of portfolio
|
Q4 2022
Added 9.29%
|
|
|
Newlands Management Operations LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,053
shares
|
$248,838
0.0% of portfolio
|
Q4 2022
New holding
|