Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 909 institutions that hold shares in the stock, with a total of 235 Million shares, which have been reported (via 13F filing form) to have a value of $7.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
6,600
shares
|
$215,160
0.03% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,569
shares
|
$214,149
0.07% of portfolio
|
Q2 2022
Added 51.74%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
6,460
shares
|
$210,596
0.01% of portfolio
|
Q4 2024
Added 27.57%
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
6,375
shares
|
$207,825
0.42% of portfolio
|
Q3 2024
Reduced 13.56%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,315
shares
|
$205,869
0.01% of portfolio
|
Q3 2024
Added 16.92%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,300
shares
|
$205,380
0.03% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
6,136
shares
|
$200,033
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
6,111
shares
|
$199,218
0.03% of portfolio
|
Q3 2023
Reduced 13.21%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,108
shares
|
$199,120
0.16% of portfolio
|
Q1 2022
Reduced 0.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
6,087
shares
|
$198,436
0.0% of portfolio
|
Q3 2024
Reduced 43.57%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
6,073
shares
|
$197,979
1.85% of portfolio
|
Q4 2022
Added 9.29%
|
|
|
Newlands Management Operations LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,053
shares
|
$197,327
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,997
shares
|
$195,502
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
5,944
shares
|
$193,774
0.02% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,943
shares
|
$193,741
0.02% of portfolio
|
Q4 2023
Reduced 8.77%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
5,918
shares
|
$192,926
0.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
5,900
shares
|
$192,340
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
5,789
shares
|
$188,721
0.14% of portfolio
|
Q3 2024
Added 61.57%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
5,781
shares
|
$188,460
0.0% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,778
shares
|
$188,362
0.03% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
5,714
shares
|
$186,276
0.01% of portfolio
|
Q1 2024
Reduced 17.24%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,627
shares
|
$183,440
0.04% of portfolio
|
Q4 2024
Reduced 17.38%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
5,620
shares
|
$183,212
0.0% of portfolio
|
Q3 2024
Reduced 29.25%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
5,600
shares
|
$182,560
1.28% of portfolio
|
Q3 2022
Reduced 18.84%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,562
shares
|
$181,321
0.0% of portfolio
|
Q4 2024
New holding
|