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 |
|---|---|---|---|---|---|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
150
shares
|
$3,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
144
shares
|
$3,719
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
141
shares
|
$3,642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
136
shares
|
$3,512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
135
shares
|
$3,487
0.0% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
132
shares
|
$3,409
0.0% of portfolio
|
Q2 2025
Reduced 28.65%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
131
shares
|
$3,383
0.0% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
131
shares
|
$3,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
130
shares
|
$3,357
0.0% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
130
shares
|
$3,357
0.0% of portfolio
|
Q1 2024
Added 160.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
130
shares
|
$3,357
0.0% of portfolio
|
Q1 2023
Reduced 20.25%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
127
shares
|
$3,280
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
127
shares
|
$3,280
0.0% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
124
shares
|
$3,202
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
124
shares
|
$3,202
0.01% of portfolio
|
Q2 2022
Reduced 42.06%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
115
shares
|
$2,970
0.0% of portfolio
|
Q2 2025
Reduced 22.82%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
109
shares
|
$2,815
0.0% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
109
shares
|
$2,815
0.0% of portfolio
|
Q2 2025
Reduced 91.48%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
107
shares
|
$2,763
0.0% of portfolio
|
Q2 2025
Added 30.49%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
104
shares
|
$2,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
104
shares
|
$2,686
0.0% of portfolio
|
Q2 2021
Reduced 4.59%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
102
shares
|
$2,634
0.0% of portfolio
|
Q1 2025
Reduced 98.51%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
102
shares
|
$2,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
100
shares
|
$2,583
0.0% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
100
shares
|
$2,583
0.0% of portfolio
|
Q4 2024
New holding
|