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 |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
800
shares
|
$20,664
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
786
shares
|
$20,302
0.01% of portfolio
|
Q4 2022
Added 14.58%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
773
shares
|
$19,966
0.0% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
760
shares
|
$19,630
0.0% of portfolio
|
Q2 2025
Reduced 62.58%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
750
shares
|
$19,372
0.01% of portfolio
|
Q1 2022
Reduced 1.06%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
745
shares
|
$19,243
0.01% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
744
shares
|
$19,217
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
739
shares
|
$19,088
0.0% of portfolio
|
Q2 2025
Reduced 47.74%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
733
shares
|
$18,933
0.0% of portfolio
|
Q1 2025
Added 63.62%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
732
shares
|
$18,907
0.0% of portfolio
|
Q2 2025
Added 66.36%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
727
shares
|
$18,778
0.0% of portfolio
|
Q2 2025
Added 649.48%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
726
shares
|
$18,752
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
700
shares
|
$18,081
0.02% of portfolio
|
Q1 2025
Reduced 28.21%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
700
shares
|
$18,081
0.03% of portfolio
|
Q2 2025
Added 115.38%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
690
shares
|
$17,822
0.01% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
681
shares
|
$17,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
679
shares
|
$17,538
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
636
shares
|
$16,427
0.01% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
602
shares
|
$15,549
0.0% of portfolio
|
Q3 2024
Reduced 59.81%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
600
shares
|
$15,497
0.0% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
554
shares
|
$14,309
0.0% of portfolio
|
Q2 2025
Added 84.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
507
shares
|
$13,095
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
500
shares
|
$12,915
0.04% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
500
shares
|
$12,915
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
500
shares
|
$12,915
0.01% of portfolio
|
Q2 2025
Added 150.0%
|