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 |
---|---|---|---|---|---|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
272
shares
|
$8,867
0.01% of portfolio
|
Q2 2023
Added 22.52%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
268
shares
|
$8,736
0.0% of portfolio
|
Q3 2021
Reduced 17.8%
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
266
shares
|
$8,671
0.0% of portfolio
|
Q1 2021
New holding
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
266
shares
|
$8,671
0.0% of portfolio
|
Q3 2023
New holding
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
263
shares
|
$8,573
0.0% of portfolio
|
Q4 2024
Reduced 27.55%
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
235
shares
|
$7,661
0.0% of portfolio
|
Q3 2024
New holding
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
230
shares
|
$7,498
0.0% of portfolio
|
Q1 2024
Reduced 47.25%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
223
shares
|
$7,269
0.01% of portfolio
|
Q1 2024
Added 1.36%
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
210
shares
|
$6,846
0.0% of portfolio
|
Q1 2024
Added 1300.0%
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
210
shares
|
$6,846
0.01% of portfolio
|
Q3 2024
Added 2000.0%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
209
shares
|
$6,813
0.01% of portfolio
|
Q4 2023
New holding
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
207
shares
|
$6,748
0.0% of portfolio
|
Q3 2024
Reduced 46.51%
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
200
shares
|
$6,520
0.03% of portfolio
|
Q3 2024
New holding
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$6,520
0.0% of portfolio
|
Q4 2023
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
200
shares
|
$6,520
0.01% of portfolio
|
Q2 2022
Added 33.33%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
200
shares
|
$6,520
0.0% of portfolio
|
Q1 2023
Reduced 9.09%
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
200
shares
|
$6,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$6,520
0.0% of portfolio
|
Q4 2023
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
200
shares
|
$6,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
200
shares
|
$6,520
0.01% of portfolio
|
Q1 2024
Reduced 12.66%
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
196
shares
|
$6,389
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
195
shares
|
$6,357
0.0% of portfolio
|
Q4 2024
Reduced 26.69%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
194
shares
|
$6,324
0.01% of portfolio
|
Q4 2024
Added 2671.43%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
187
shares
|
$6,096
0.01% of portfolio
|
Q3 2023
Added 22.22%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
178
shares
|
$5,802
0.0% of portfolio
|
Q2 2024
Added 584.62%
|