Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 844 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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
166
shares
|
$4,110
0.0% of portfolio
|
Q3 2025
Reduced 53.5%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
166
shares
|
$4,110
0.0% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
152
shares
|
$3,763
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
150
shares
|
$3,714
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
150
shares
|
$3,714
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
150
shares
|
$3,714
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
150
shares
|
$3,714
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
146
shares
|
$3,614
0.0% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
146
shares
|
$3,614
0.0% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
144
shares
|
$3,565
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
142
shares
|
$3,515
0.0% of portfolio
|
Q3 2025
Added 23.48%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
141
shares
|
$3,491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
139
shares
|
$3,441
0.0% of portfolio
|
Q3 2025
Added 297.14%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
138
shares
|
$3,416
0.0% of portfolio
|
Q3 2025
Added 28.97%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
136
shares
|
$3,367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
135
shares
|
$3,342
0.0% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
131
shares
|
$3,243
0.0% of portfolio
|
Q3 2025
Added 670.59%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
130
shares
|
$3,218
0.0% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
130
shares
|
$3,218
0.0% of portfolio
|
Q1 2024
Added 160.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
130
shares
|
$3,218
0.0% of portfolio
|
Q1 2023
Reduced 20.25%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
127
shares
|
$3,144
0.0% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
127
shares
|
$3,144
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
125
shares
|
$3,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
124
shares
|
$3,070
0.01% of portfolio
|
Q2 2022
Reduced 42.06%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
124
shares
|
$3,070
0.06% of portfolio
|
Q2 2022
New holding
|
|