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 |
|---|---|---|---|---|---|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
675
shares
|
$22,005
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
672
shares
|
$21,907
0.0% of portfolio
|
Q3 2024
Reduced 59.81%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
670
shares
|
$21,842
0.0% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
669
shares
|
$21,809
0.0% of portfolio
|
Q3 2024
Reduced 34.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
650
shares
|
$21,190
0.0% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
614
shares
|
$20,016
0.0% of portfolio
|
Q3 2024
Reduced 53.56%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
601
shares
|
$19,592
0.01% of portfolio
|
Q3 2024
Reduced 57.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
581
shares
|
$18,940
0.0% of portfolio
|
Q4 2024
Added 52.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
563
shares
|
$18,353
0.0% of portfolio
|
Q4 2024
Reduced 45.81%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
560
shares
|
$18,256
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
546
shares
|
$17,799
0.01% of portfolio
|
Q1 2024
Added 9.2%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
544
shares
|
$17,734
0.0% of portfolio
|
Q4 2024
Added 7671.43%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
532
shares
|
$17,343
0.0% of portfolio
|
Q3 2024
Reduced 18.9%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
510
shares
|
$16,626
0.0% of portfolio
|
Q4 2024
Added 124.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
509
shares
|
$16,593
0.0% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
507
shares
|
$16,528
0.0% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
505
shares
|
$16,463
0.0% of portfolio
|
Q4 2024
Added 81.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
500
shares
|
$16,300
0.01% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
486
shares
|
$15,843
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
475
shares
|
$15,485
0.25% of portfolio
|
Q2 2019
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
475
shares
|
$15,485
0.01% of portfolio
|
Q4 2024
Reduced 70.95%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
455
shares
|
$14,833
0.0% of portfolio
|
Q4 2024
Added 37.88%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
400
shares
|
$13,040
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
400
shares
|
$13,040
0.01% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
394
shares
|
$12,844
0.0% of portfolio
|
Q3 2024
Reduced 18.6%
|