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 |
|---|---|---|---|---|---|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
100
shares
|
$2,583
0.01% of portfolio
|
Q3 2023
Reduced 83.33%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
100
shares
|
$2,583
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
100
shares
|
$2,583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
100
shares
|
$2,583
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
100
shares
|
$2,583
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$2,583
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
100
shares
|
$2,583
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
100
shares
|
$2,583
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
99
shares
|
$2,557
0.0% of portfolio
|
Q2 2025
Added 73.68%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
97
shares
|
$2,505
0.0% of portfolio
|
Q2 2025
Added 42.65%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
90
shares
|
$2,324
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
87
shares
|
$2,247
0.01% of portfolio
|
Q3 2024
Added 278.26%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
87
shares
|
$2,247
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
87
shares
|
$2,247
0.0% of portfolio
|
Q2 2025
Reduced 33.08%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
87
shares
|
$2,247
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
81
shares
|
$2,092
0.0% of portfolio
|
Q2 2025
Added 305.0%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
80
shares
|
$2,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
79
shares
|
$2,040
0.0% of portfolio
|
Q1 2025
Added 295.0%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
73
shares
|
$1,885
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
69
shares
|
$1,782
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
67
shares
|
$1,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
66
shares
|
$1,704
0.0% of portfolio
|
Q2 2025
Added 43.48%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
65
shares
|
$1,678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
62
shares
|
$1,601
0.0% of portfolio
|
Q3 2024
Added 181.82%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
60
shares
|
$1,549
0.0% of portfolio
|
Q2 2025
Reduced 93.72%
|