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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
200
shares
|
$5,166
0.0% of portfolio
|
Q1 2023
Reduced 9.09%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
200
shares
|
$5,166
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$5,166
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
199
shares
|
$5,140
0.0% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
195
shares
|
$5,036
0.0% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
187
shares
|
$4,830
0.01% of portfolio
|
Q3 2023
Added 22.22%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
184
shares
|
$4,752
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
184
shares
|
$4,752
0.0% of portfolio
|
Q2 2025
Reduced 64.06%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
183
shares
|
$4,726
0.0% of portfolio
|
Q2 2025
Reduced 74.83%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
176
shares
|
$4,546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
175
shares
|
$4,520
0.0% of portfolio
|
Q2 2025
Reduced 74.07%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
175
shares
|
$4,520
0.0% of portfolio
|
Q3 2024
Reduced 64.29%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
169
shares
|
$4,365
0.0% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
169
shares
|
$4,365
0.0% of portfolio
|
Q2 2025
Added 52.25%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
168
shares
|
$4,339
0.0% of portfolio
|
Q2 2022
Reduced 4.55%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
167
shares
|
$4,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
166
shares
|
$4,287
0.0% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
166
shares
|
$4,287
0.0% of portfolio
|
Q2 2025
Added 62.75%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
160
shares
|
$4,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
156
shares
|
$4,029
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
152
shares
|
$3,926
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
150
shares
|
$3,874
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
150
shares
|
$3,874
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
150
shares
|
$3,874
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
150
shares
|
$3,874
0.0% of portfolio
|
Q1 2025
Added 50.0%
|