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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
38
shares
|
$981
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
37
shares
|
$955
0.0% of portfolio
|
Q1 2025
Reduced 37.29%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
37
shares
|
$955
0.0% of portfolio
|
Q2 2025
Added 60.87%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
37
shares
|
$955
0.0% of portfolio
|
Q2 2025
Reduced 68.1%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
36
shares
|
$929
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
35
shares
|
$904
0.0% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
35
shares
|
$904
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
34
shares
|
$878
0.0% of portfolio
|
Q2 2025
Reduced 78.48%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
34
shares
|
$878
0.0% of portfolio
|
Q2 2025
Reduced 91.39%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
32
shares
|
$826
0.0% of portfolio
|
Q2 2025
Reduced 97.88%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
32
shares
|
$826
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
30
shares
|
$774
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30
shares
|
$774
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
30
shares
|
$774
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
30
shares
|
$774
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$774
0.0% of portfolio
|
Q1 2022
Reduced 74.14%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
28
shares
|
$723
0.0% of portfolio
|
Q1 2024
Reduced 87.16%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
26
shares
|
$671
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
25
shares
|
$645
0.03% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
25
shares
|
$645
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
25
shares
|
$645
0.01% of portfolio
|
Q4 2021
Reduced 44.44%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
25
shares
|
$645
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
25
shares
|
$645
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
24
shares
|
$619
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
24
shares
|
$619
0.0% of portfolio
|
Q2 2025
Reduced 17.24%
|