Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 952 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $9.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
1,772
shares
|
$67,779
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,766
shares
|
$67,549
0.27% of portfolio
|
Q2 2022
Added 563.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,764
shares
|
$67,473
0.0% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,723
shares
|
$65,904
0.03% of portfolio
|
Q4 2022
Reduced 8.06%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 15, 2024 Q2 2024 |
1,707
shares
|
$65,292
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,636
shares
|
$62,577
0.0% of portfolio
|
Q3 2024
Reduced 78.95%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
1,635
shares
|
$62,538
0.03% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
1,623
shares
|
$62,079
0.01% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,620
shares
|
$61,965
0.0% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,602
shares
|
$61,276
0.02% of portfolio
|
Q3 2022
Reduced 13.5%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,602
shares
|
$61,276
0.02% of portfolio
|
Q3 2022
Reduced 13.5%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,602
shares
|
$61,276
0.0% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,602
shares
|
$61,276
0.02% of portfolio
|
Q1 2024
Added 80000.0%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
1,581
shares
|
$60,473
0.04% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,538
shares
|
$58,828
0.01% of portfolio
|
Q3 2021
Reduced 8.63%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,520
shares
|
$58,140
0.02% of portfolio
|
Q4 2023
Added 1.47%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,517
shares
|
$58,025
0.04% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,500
shares
|
$57,375
0.7% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,485
shares
|
$56,801
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,460
shares
|
$55,845
0.01% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,453
shares
|
$55,577
0.0% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,448
shares
|
$55,386
0.17% of portfolio
|
Q1 2022
Reduced 9.05%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,425
shares
|
$54,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
1,416
shares
|
$54,162
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
1,408
shares
|
$53,856
0.0% of portfolio
|
Q4 2022
Reduced 87.4%
|