Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 840 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 $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,233
shares
|
$104,809
0.24% of portfolio
|
Q2 2022
Reduced 6.74%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
4,182
shares
|
$103,546
0.0% of portfolio
|
Q3 2025
Reduced 47.39%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,026
shares
|
$99,683
0.04% of portfolio
|
Q2 2022
Reduced 12.84%
|
|
|
Price Jennifer C.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$99,040
0.47% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
3,984
shares
|
$98,643
0.0% of portfolio
|
Q3 2025
Reduced 86.99%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,822
shares
|
$94,632
0.02% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
3,800
shares
|
$94,088
0.0% of portfolio
|
Q1 2025
Added 533.33%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
3,725
shares
|
$92,231
0.1% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
3,704
shares
|
$91,711
0.0% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,689
shares
|
$91,339
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
3,680
shares
|
$91,116
0.0% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,566
shares
|
$88,294
0.07% of portfolio
|
Q3 2023
Added 17.53%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,548
shares
|
$87,848
0.48% of portfolio
|
Q3 2022
Reduced 51.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,533
shares
|
$87,477
0.0% of portfolio
|
Q3 2025
Added 30.51%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,349
shares
|
$82,921
0.01% of portfolio
|
Q4 2023
Reduced 24.08%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,288
shares
|
$81,410
0.02% of portfolio
|
Q3 2022
Added 1.95%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,282
shares
|
$81,262
0.63% of portfolio
|
Q1 2024
Added 6.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,212
shares
|
$79,529
0.0% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
3,090
shares
|
$76,508
0.0% of portfolio
|
Q3 2025
Reduced 39.79%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,045
shares
|
$75,394
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,038
shares
|
$75,220
0.0% of portfolio
|
Q3 2025
Added 54.13%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,894
shares
|
$71,655
0.0% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,876
shares
|
$71,209
0.0% of portfolio
|
Q3 2025
Added 62.58%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,712
shares
|
$67,149
0.0% of portfolio
|
Q3 2025
Added 273.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,643
shares
|
$65,440
0.0% of portfolio
|
Q3 2025
Reduced 8.99%
|
|