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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
621
shares
|
$15,375
0.0% of portfolio
|
Q3 2025
Reduced 32.5%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
602
shares
|
$14,905
0.0% of portfolio
|
Q3 2024
Reduced 59.81%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
596
shares
|
$14,756
0.01% of portfolio
|
Q3 2025
Added 160.26%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
569
shares
|
$14,088
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
533
shares
|
$13,197
0.0% of portfolio
|
Q4 2025
Added 5.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
525
shares
|
$12,999
0.0% of portfolio
|
Q4 2025
Reduced 57.14%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
521
shares
|
$12,899
0.0% of portfolio
|
Q3 2025
Reduced 62.81%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
520
shares
|
$12,875
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
517
shares
|
$12,800
0.0% of portfolio
|
Q3 2025
Reduced 48.4%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
511
shares
|
$12,652
0.0% of portfolio
|
Q3 2025
Reduced 61.89%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
500
shares
|
$12,380
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
500
shares
|
$12,380
0.01% of portfolio
|
Q3 2025
Added 900.0%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$12,380
0.0% of portfolio
|
Q3 2025
Added 900.0%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
500
shares
|
$12,380
0.03% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
475
shares
|
$11,761
0.0% of portfolio
|
Q4 2024
Reduced 70.95%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
467
shares
|
$11,562
0.0% of portfolio
|
Q3 2025
Added 199.36%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
463
shares
|
$11,463
0.0% of portfolio
|
Q4 2025
Added 5.95%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
441
shares
|
$10,919
0.01% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
438
shares
|
$10,844
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
400
shares
|
$9,904
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
400
shares
|
$9,904
0.01% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
382
shares
|
$9,458
0.0% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
378
shares
|
$9,359
0.0% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
375
shares
|
$9,285
0.0% of portfolio
|
Q3 2025
Reduced 44.77%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
364
shares
|
$9,012
0.04% of portfolio
|
Q2 2022
Reduced 17.65%
|
|