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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
57
shares
|
$1,472
0.0% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
56
shares
|
$1,446
0.0% of portfolio
|
Q2 2023
Reduced 88.8%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
56
shares
|
$1,446
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
55
shares
|
$1,420
0.0% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
55
shares
|
$1,420
0.0% of portfolio
|
Q4 2022
Added 22.22%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
55
shares
|
$1,420
0.0% of portfolio
|
Q4 2024
Reduced 73.68%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
55
shares
|
$1,420
0.0% of portfolio
|
Q1 2022
Reduced 14.06%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
55
shares
|
$1,420
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
53
shares
|
$1,368
0.0% of portfolio
|
Q2 2025
Reduced 36.14%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
51
shares
|
$1,317
0.0% of portfolio
|
Q4 2024
Reduced 88.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
51
shares
|
$1,317
0.0% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
50
shares
|
$1,291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
50
shares
|
$1,291
0.0% of portfolio
|
Q4 2024
Reduced 94.28%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
50
shares
|
$1,291
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
50
shares
|
$1,291
0.0% of portfolio
|
Q4 2024
Reduced 67.95%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$1,291
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
50
shares
|
$1,291
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$1,291
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
45
shares
|
$1,162
0.0% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
44
shares
|
$1,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
43
shares
|
$1,110
0.0% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
41
shares
|
$1,059
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
40
shares
|
$1,033
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
40
shares
|
$1,033
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
39
shares
|
$1,007
0.0% of portfolio
|
Q4 2022
Reduced 17.02%
|