Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 846 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
341
shares
|
$8,443
0.0% of portfolio
|
Q3 2025
Added 902.94%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
340
shares
|
$8,418
0.0% of portfolio
|
Q3 2025
Reduced 63.56%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
337
shares
|
$8,344
0.0% of portfolio
|
Q3 2025
Reduced 31.78%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
334
shares
|
$8,269
0.0% of portfolio
|
Q4 2023
Reduced 37.45%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
322
shares
|
$7,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
318
shares
|
$7,873
0.0% of portfolio
|
Q4 2023
Reduced 44.01%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
314
shares
|
$7,774
0.0% of portfolio
|
Q2 2025
Added 85.8%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
314
shares
|
$7,774
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
311
shares
|
$7,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
310
shares
|
$7,675
0.0% of portfolio
|
Q4 2023
Reduced 18.42%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
306
shares
|
$7,576
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
306
shares
|
$7,576
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
304
shares
|
$7,527
0.0% of portfolio
|
Q3 2025
Reduced 37.83%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
302
shares
|
$7,477
0.0% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
300
shares
|
$7,428
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$7,428
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
300
shares
|
$7,428
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
300
shares
|
$7,428
0.0% of portfolio
|
Q1 2022
Reduced 33.33%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
298
shares
|
$7,378
0.0% of portfolio
|
Q2 2025
Reduced 48.8%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
272
shares
|
$6,734
0.0% of portfolio
|
Q3 2025
Added 20.89%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
272
shares
|
$6,734
0.01% of portfolio
|
Q2 2023
Added 22.52%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
268
shares
|
$6,635
0.0% of portfolio
|
Q3 2021
Reduced 17.8%
|
|