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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$12,915
0.0% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$12,915
0.0% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
500
shares
|
$12,915
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
494
shares
|
$12,760
0.01% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
489
shares
|
$12,630
0.0% of portfolio
|
Q2 2025
Reduced 65.51%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
475
shares
|
$12,269
0.0% of portfolio
|
Q4 2024
Reduced 70.95%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
464
shares
|
$11,985
0.0% of portfolio
|
Q2 2025
Reduced 53.37%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
461
shares
|
$11,907
0.0% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
448
shares
|
$11,571
0.01% of portfolio
|
Q2 2025
Added 61.15%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
436
shares
|
$11,261
0.0% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
432
shares
|
$11,158
0.0% of portfolio
|
Q2 2025
Reduced 72.88%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
400
shares
|
$10,332
0.01% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
400
shares
|
$10,332
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
396
shares
|
$10,228
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
367
shares
|
$9,479
0.0% of portfolio
|
Q2 2025
Added 158.45%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
364
shares
|
$9,402
0.04% of portfolio
|
Q2 2022
Reduced 17.65%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
362
shares
|
$9,350
0.0% of portfolio
|
Q2 2025
Added 86.6%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
361
shares
|
$9,324
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
357
shares
|
$9,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
352
shares
|
$9,092
0.0% of portfolio
|
Q2 2025
Added 39.68%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
334
shares
|
$8,627
0.0% of portfolio
|
Q4 2023
Reduced 37.45%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
327
shares
|
$8,446
0.0% of portfolio
|
Q2 2025
Added 77.72%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
319
shares
|
$8,239
0.01% of portfolio
|
Q2 2025
Reduced 44.81%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
318
shares
|
$8,213
0.0% of portfolio
|
Q4 2023
Reduced 44.01%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
314
shares
|
$8,110
0.0% of portfolio
|
Q2 2025
Added 85.8%
|