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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
602
shares
|
$19,384
0.0% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
601
shares
|
$19,352
0.0% of portfolio
|
Q1 2025
Reduced 23.54%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
600
shares
|
$19,320
0.0% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
582
shares
|
$18,740
0.0% of portfolio
|
Q1 2025
Reduced 51.22%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
578
shares
|
$18,611
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
575
shares
|
$18,515
0.01% of portfolio
|
Q1 2025
Reduced 42.33%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
546
shares
|
$17,581
0.0% of portfolio
|
Q1 2024
Added 9.2%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
546
shares
|
$17,581
0.0% of portfolio
|
Q1 2025
Added 48.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
540
shares
|
$17,388
0.0% of portfolio
|
Q1 2025
Added 208.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
512
shares
|
$16,486
0.0% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
508
shares
|
$16,357
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
500
shares
|
$16,100
0.0% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
500
shares
|
$16,100
0.05% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
500
shares
|
$16,100
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
475
shares
|
$15,295
0.0% of portfolio
|
Q4 2024
Reduced 70.95%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
474
shares
|
$15,262
0.0% of portfolio
|
Q1 2025
Reduced 18.42%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
449
shares
|
$14,457
0.0% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
440
shares
|
$14,168
0.0% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
437
shares
|
$14,071
0.0% of portfolio
|
Q1 2025
Reduced 21.96%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
432
shares
|
$13,910
0.0% of portfolio
|
Q2 2025
Reduced 72.88%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
400
shares
|
$12,880
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
400
shares
|
$12,880
0.01% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
400
shares
|
$12,880
0.0% of portfolio
|
Q1 2025
Added 273.83%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
396
shares
|
$12,751
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
395
shares
|
$12,719
0.01% of portfolio
|
Q1 2025
Reduced 82.44%
|