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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
10
shares
|
$258
0.0% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
10
shares
|
$258
0.0% of portfolio
|
Q4 2024
Reduced 98.51%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
10
shares
|
$258
0.0% of portfolio
|
Q4 2024
Reduced 95.24%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
10
shares
|
$258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$232
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
9
shares
|
$232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
8
shares
|
$206
0.0% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
8
shares
|
$206
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
8
shares
|
$206
0.0% of portfolio
|
Q2 2025
Added 700.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
7
shares
|
$180
0.0% of portfolio
|
Q3 2023
Reduced 94.7%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
6
shares
|
$154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5
shares
|
$129
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$129
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
5
shares
|
$129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
5
shares
|
$129
0.0% of portfolio
|
Q2 2025
Reduced 68.75%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
5
shares
|
$129
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
4
shares
|
$103
0.0% of portfolio
|
Q2 2025
Reduced 90.48%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
4
shares
|
$103
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3
shares
|
$77
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
3
shares
|
$77
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
3
shares
|
$77
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3
shares
|
$77
0.0% of portfolio
|
Q3 2024
Reduced 96.05%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$77
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
3
shares
|
$77
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
3
shares
|
$77
0.0% of portfolio
|
Q1 2025
New holding
|