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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
910
shares
|
$34,807
0.0% of portfolio
|
Q3 2024
Added 53.46%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
910
shares
|
$34,807
0.0% of portfolio
|
Q2 2024
Added 177.44%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
904
shares
|
$34,578
0.03% of portfolio
|
Q3 2024
Reduced 34.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
904
shares
|
$34,578
0.0% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
874
shares
|
$33,430
0.0% of portfolio
|
Q3 2024
Reduced 35.92%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
874
shares
|
$33,430
0.02% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
834
shares
|
$31,900
0.0% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
801
shares
|
$30,638
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
800
shares
|
$30,600
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
790
shares
|
$30,217
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
786
shares
|
$30,064
0.01% of portfolio
|
Q4 2022
Added 14.58%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
764
shares
|
$29,223
0.01% of portfolio
|
Q3 2024
Reduced 31.42%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
761
shares
|
$29,108
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
750
shares
|
$28,687
0.01% of portfolio
|
Q1 2022
Reduced 1.06%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
745
shares
|
$28,496
0.01% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
731
shares
|
$27,960
0.0% of portfolio
|
Q3 2024
Added 365.61%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
711
shares
|
$27,195
0.02% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
700
shares
|
$26,775
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
675
shares
|
$25,818
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
672
shares
|
$25,704
0.0% of portfolio
|
Q3 2024
Reduced 59.81%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
670
shares
|
$25,627
0.0% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
669
shares
|
$25,589
0.0% of portfolio
|
Q3 2024
Reduced 34.99%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
668
shares
|
$25,551
0.0% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
650
shares
|
$24,862
0.0% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
614
shares
|
$23,485
0.0% of portfolio
|
Q3 2024
Reduced 53.56%
|