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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
977
shares
|
$31,459
0.0% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
956
shares
|
$30,783
0.0% of portfolio
|
Q2 2025
Added 348.83%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
955
shares
|
$30,751
0.0% of portfolio
|
Q1 2025
Reduced 35.82%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
938
shares
|
$30,203
0.0% of portfolio
|
Q4 2024
Reduced 34.18%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
937
shares
|
$30,171
0.01% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
900
shares
|
$28,980
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
885
shares
|
$28,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
877
shares
|
$28,239
0.0% of portfolio
|
Q2 2025
Reduced 20.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
833
shares
|
$26,822
0.0% of portfolio
|
Q1 2025
Reduced 75.41%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
800
shares
|
$25,760
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
786
shares
|
$25,309
0.01% of portfolio
|
Q4 2022
Added 14.58%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
779
shares
|
$25,083
0.0% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
759
shares
|
$24,439
0.0% of portfolio
|
Q1 2025
Added 92.64%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
750
shares
|
$24,150
0.01% of portfolio
|
Q1 2022
Reduced 1.06%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
745
shares
|
$23,989
0.01% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
735
shares
|
$23,667
0.01% of portfolio
|
Q1 2025
Added 7250.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
733
shares
|
$23,602
0.0% of portfolio
|
Q1 2025
Added 63.62%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
727
shares
|
$23,409
0.0% of portfolio
|
Q1 2025
Added 43.96%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
720
shares
|
$23,184
0.0% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
700
shares
|
$22,540
0.02% of portfolio
|
Q1 2025
Reduced 28.21%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
690
shares
|
$22,218
0.01% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
675
shares
|
$21,735
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
673
shares
|
$21,670
0.0% of portfolio
|
Q1 2025
Added 32.74%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
651
shares
|
$20,962
0.01% of portfolio
|
Q1 2025
Reduced 30.6%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
639
shares
|
$20,575
0.01% of portfolio
|
Q1 2025
Added 186.55%
|