Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 842 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,311
shares
|
$329,580
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
13,274
shares
|
$328,664
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
13,131
shares
|
$325,123
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
12,993
shares
|
$321,706
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
12,944
shares
|
$320,493
0.06% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
12,700
shares
|
$314,452
0.03% of portfolio
|
Q2 2025
Added 139.62%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,672
shares
|
$313,758
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
12,613
shares
|
$312,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
12,571
shares
|
$311,257
0.0% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
12,423
shares
|
$307,593
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
12,298
shares
|
$304,498
0.0% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
12,298
shares
|
$304,498
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
12,172
shares
|
$301,378
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
12,080
shares
|
$299,100
0.0% of portfolio
|
Q3 2025
Added 32.72%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
12,069
shares
|
$298,828
0.01% of portfolio
|
Q3 2025
Reduced 75.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,783
shares
|
$291,747
0.06% of portfolio
|
Q2 2020
Added 402.25%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
11,651
shares
|
$288,478
0.06% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
11,639
shares
|
$288,181
2.9% of portfolio
|
Q4 2022
Reduced 6.66%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
11,310
shares
|
$280,035
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
11,247
shares
|
$278,475
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
11,201
shares
|
$277,336
0.0% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,193
shares
|
$277,138
0.04% of portfolio
|
Q3 2022
Reduced 21.89%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
11,037
shares
|
$273,276
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,933
shares
|
$270,701
0.0% of portfolio
|
Q3 2025
Added 50.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
10,920
shares
|
$270,379
0.0% of portfolio
|
Q3 2025
Reduced 5.39%
|
|