Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 906 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $8.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
745
shares
|
$24,577
0.01% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
736
shares
|
$24,280
0.01% of portfolio
|
Q4 2024
Added 39.39%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
690
shares
|
$22,763
0.01% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
678
shares
|
$22,367
0.0% of portfolio
|
Q4 2024
Reduced 47.07%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
675
shares
|
$22,268
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
672
shares
|
$22,169
0.0% of portfolio
|
Q3 2024
Reduced 59.81%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
669
shares
|
$22,070
0.0% of portfolio
|
Q3 2024
Reduced 34.99%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
664
shares
|
$21,905
0.0% of portfolio
|
Q4 2024
Reduced 95.79%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
601
shares
|
$19,826
0.01% of portfolio
|
Q3 2024
Reduced 57.71%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
601
shares
|
$19,826
0.0% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
600
shares
|
$19,794
0.0% of portfolio
|
Q4 2024
Added 55.84%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
581
shares
|
$19,167
0.0% of portfolio
|
Q4 2024
Added 52.09%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
578
shares
|
$19,068
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
563
shares
|
$18,573
0.0% of portfolio
|
Q4 2024
Reduced 45.81%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
560
shares
|
$18,474
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
546
shares
|
$18,012
0.01% of portfolio
|
Q1 2024
Added 9.2%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
544
shares
|
$17,946
0.0% of portfolio
|
Q4 2024
Added 7671.43%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
510
shares
|
$16,824
0.0% of portfolio
|
Q4 2024
Added 124.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
509
shares
|
$16,791
0.0% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
509
shares
|
$16,791
0.0% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
507
shares
|
$16,725
0.0% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
505
shares
|
$16,659
0.0% of portfolio
|
Q4 2024
Added 81.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
500
shares
|
$16,495
0.01% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
486
shares
|
$16,033
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
475
shares
|
$15,670
0.01% of portfolio
|
Q4 2024
Reduced 70.95%
|