Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 913 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $9.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
475
shares
|
$18,724
0.25% of portfolio
|
Q2 2019
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
475
shares
|
$18,724
0.01% of portfolio
|
Q4 2024
Reduced 70.95%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
400
shares
|
$15,768
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
394
shares
|
$15,531
0.0% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
385
shares
|
$15,176
0.0% of portfolio
|
Q3 2024
Reduced 58.02%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
382
shares
|
$15,058
0.0% of portfolio
|
Q3 2024
Reduced 42.12%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
367
shares
|
$14,467
0.0% of portfolio
|
Q4 2024
Reduced 86.16%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
364
shares
|
$14,348
0.04% of portfolio
|
Q2 2022
Reduced 17.65%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
339
shares
|
$13,363
0.0% of portfolio
|
Q3 2024
Reduced 39.36%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
334
shares
|
$13,166
0.0% of portfolio
|
Q4 2023
Reduced 37.45%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
330
shares
|
$13,008
0.0% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
318
shares
|
$12,535
0.0% of portfolio
|
Q4 2023
Reduced 44.01%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
313
shares
|
$12,338
0.0% of portfolio
|
Q4 2024
Added 167.52%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
310
shares
|
$12,220
0.0% of portfolio
|
Q4 2023
Reduced 18.42%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
308
shares
|
$12,141
0.0% of portfolio
|
Q4 2024
Reduced 35.56%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
306
shares
|
$12,062
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
306
shares
|
$12,062
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
305
shares
|
$12,023
0.01% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
301
shares
|
$11,865
0.0% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
300
shares
|
$11,826
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$11,826
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
300
shares
|
$11,826
0.0% of portfolio
|
Q1 2022
Reduced 33.33%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
300
shares
|
$11,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
291
shares
|
$11,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
290
shares
|
$11,431
0.01% of portfolio
|
Q1 2024
Added 45.0%
|