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 |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$568
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
21
shares
|
$542
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$516
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
20
shares
|
$516
0.0% of portfolio
|
Q2 2025
Reduced 70.15%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
20
shares
|
$516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
19
shares
|
$490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
19
shares
|
$490
0.0% of portfolio
|
Q1 2024
Reduced 84.03%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
17
shares
|
$439
0.0% of portfolio
|
Q2 2025
Reduced 73.44%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
16
shares
|
$413
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
15
shares
|
$387
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
14
shares
|
$361
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
14
shares
|
$361
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
14
shares
|
$361
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
13
shares
|
$335
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$335
0.0% of portfolio
|
Q4 2024
Reduced 82.19%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
13
shares
|
$335
0.0% of portfolio
|
Q2 2025
Reduced 43.48%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
13
shares
|
$335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
12
shares
|
$309
0.0% of portfolio
|
Q1 2025
Reduced 52.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
12
shares
|
$309
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
12
shares
|
$309
0.0% of portfolio
|
Q2 2025
Reduced 90.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
11
shares
|
$284
0.0% of portfolio
|
Q3 2024
Reduced 65.63%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
11
shares
|
$284
0.0% of portfolio
|
Q2 2025
Reduced 60.71%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
10
shares
|
$258
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
10
shares
|
$258
0.0% of portfolio
|
Q2 2025
Reduced 98.64%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
10
shares
|
$258
0.0% of portfolio
|
Q1 2023
New holding
|