Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 845 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 |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
124
shares
|
$3,070
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
122
shares
|
$3,020
0.0% of portfolio
|
Q3 2025
Reduced 45.05%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
121
shares
|
$2,995
0.0% of portfolio
|
Q3 2025
Added 365.38%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
111
shares
|
$2,748
0.0% of portfolio
|
Q3 2025
Reduced 90.83%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
111
shares
|
$2,748
0.0% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
111
shares
|
$2,748
0.0% of portfolio
|
Q3 2025
Reduced 14.62%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
109
shares
|
$2,698
0.0% of portfolio
|
Q2 2025
Reduced 91.48%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
104
shares
|
$2,575
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
104
shares
|
$2,575
0.0% of portfolio
|
Q2 2021
Reduced 4.59%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
102
shares
|
$2,525
0.0% of portfolio
|
Q1 2025
Reduced 98.51%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$2,476
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
100
shares
|
$2,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
100
shares
|
$2,476
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
100
shares
|
$2,476
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
100
shares
|
$2,476
0.01% of portfolio
|
Q3 2023
Reduced 83.33%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
100
shares
|
$2,476
0.0% of portfolio
|
Q3 2025
Reduced 65.52%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
100
shares
|
$2,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
100
shares
|
$2,476
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$2,476
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
100
shares
|
$2,476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
100
shares
|
$2,476
0.0% of portfolio
|
Q3 2025
Reduced 40.83%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
100
shares
|
$2,476
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$2,476
0.0% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
97
shares
|
$2,401
0.0% of portfolio
|
Q2 2025
Added 42.65%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
91
shares
|
$2,253
0.0% of portfolio
|
Q3 2025
Reduced 75.2%
|
|