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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,288
shares
|
$84,929
0.02% of portfolio
|
Q3 2022
Added 1.95%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,282
shares
|
$84,774
0.63% of portfolio
|
Q1 2024
Added 6.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,212
shares
|
$82,965
0.0% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,045
shares
|
$78,652
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,939
shares
|
$75,914
0.0% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,904
shares
|
$75,010
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
2,901
shares
|
$74,932
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,894
shares
|
$74,752
0.0% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,792
shares
|
$72,117
0.0% of portfolio
|
Q2 2025
Added 66.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,707
shares
|
$69,921
0.0% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,649
shares
|
$68,423
0.0% of portfolio
|
Q2 2025
Added 340.77%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,611
shares
|
$67,442
0.02% of portfolio
|
Q3 2022
Reduced 16.07%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,478
shares
|
$64,006
0.0% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
2,477
shares
|
$63,980
0.01% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
2,446
shares
|
$63,180
0.48% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,438
shares
|
$62,973
0.01% of portfolio
|
Q3 2023
Reduced 33.21%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,370
shares
|
$61,217
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
2,356
shares
|
$60,855
0.01% of portfolio
|
Q1 2025
Added 113.99%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,347
shares
|
$60,623
0.01% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,257
shares
|
$58,298
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
2,250
shares
|
$58,117
0.01% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,191
shares
|
$56,593
0.04% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,155
shares
|
$55,663
0.38% of portfolio
|
Q3 2023
Added 15.36%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
2,035
shares
|
$52,564
0.01% of portfolio
|
Q2 2025
Added 112.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,971
shares
|
$50,910
0.0% of portfolio
|
Q2 2025
Added 94.38%
|