Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 840 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 $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
80
shares
|
$1,980
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
75
shares
|
$1,857
0.0% of portfolio
|
Q3 2025
Reduced 57.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
74
shares
|
$1,832
0.0% of portfolio
|
Q4 2025
Added 146.67%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
74
shares
|
$1,832
0.0% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
68
shares
|
$1,683
0.0% of portfolio
|
Q3 2025
Reduced 16.05%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 16, 2026 Q4 2025 |
62
shares
|
$1,535
0.0% of portfolio
|
Q3 2024
Added 181.82%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
60
shares
|
$1,485
0.0% of portfolio
|
Q3 2025
Added 1100.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
60
shares
|
$1,485
0.0% of portfolio
|
Q3 2025
Reduced 39.39%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
57
shares
|
$1,411
0.0% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
56
shares
|
$1,386
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
56
shares
|
$1,386
0.0% of portfolio
|
Q2 2023
Reduced 88.8%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
56
shares
|
$1,386
0.0% of portfolio
|
Q3 2025
Reduced 57.25%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
55
shares
|
$1,361
0.0% of portfolio
|
Q4 2025
Reduced 12.7%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
55
shares
|
$1,361
0.0% of portfolio
|
Q1 2022
Reduced 14.06%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
55
shares
|
$1,361
0.0% of portfolio
|
Q4 2022
Added 22.22%
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
55
shares
|
$1,361
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
53
shares
|
$1,312
0.0% of portfolio
|
Q2 2025
Reduced 36.14%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
51
shares
|
$1,262
0.0% of portfolio
|
Q4 2024
Reduced 88.03%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
50
shares
|
$1,238
0.0% of portfolio
|
Q4 2024
Reduced 67.95%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
50
shares
|
$1,238
0.0% of portfolio
|
Q4 2024
Reduced 94.28%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
50
shares
|
$1,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
50
shares
|
$1,238
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
50
shares
|
$1,238
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
47
shares
|
$1,163
0.0% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
45
shares
|
$1,114
0.0% of portfolio
|
Q2 2025
Reduced 8.16%
|
|