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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
988
shares
|
$32,208
0.01% of portfolio
|
Q1 2024
Added 243.06%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
950
shares
|
$30,970
0.0% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
941
shares
|
$30,676
0.03% of portfolio
|
Q3 2024
Added 477.3%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
938
shares
|
$30,578
0.01% of portfolio
|
Q4 2024
Reduced 29.15%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
904
shares
|
$29,470
0.03% of portfolio
|
Q3 2024
Reduced 34.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
904
shares
|
$29,470
0.0% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
900
shares
|
$29,340
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
896
shares
|
$29,209
0.0% of portfolio
|
Q4 2024
Added 286.21%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
882
shares
|
$28,753
0.0% of portfolio
|
Q4 2024
Reduced 57.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
874
shares
|
$28,492
0.0% of portfolio
|
Q3 2024
Reduced 35.92%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
848
shares
|
$27,644
0.01% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
834
shares
|
$27,188
0.0% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
801
shares
|
$26,112
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
800
shares
|
$26,080
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
800
shares
|
$26,080
0.0% of portfolio
|
Q4 2024
Reduced 69.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
786
shares
|
$25,623
0.01% of portfolio
|
Q4 2022
Added 14.58%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
786
shares
|
$25,623
0.0% of portfolio
|
Q4 2024
Added 294.97%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
778
shares
|
$25,362
0.01% of portfolio
|
Q4 2024
Reduced 34.84%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
771
shares
|
$25,134
0.0% of portfolio
|
Q4 2024
Added 39.67%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
764
shares
|
$24,906
0.01% of portfolio
|
Q3 2024
Reduced 31.42%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
750
shares
|
$24,450
0.01% of portfolio
|
Q1 2022
Reduced 1.06%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
745
shares
|
$24,287
0.01% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
736
shares
|
$23,993
0.01% of portfolio
|
Q4 2024
Added 39.39%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
700
shares
|
$22,820
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
678
shares
|
$22,102
0.0% of portfolio
|
Q4 2024
Reduced 47.07%
|