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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
50
shares
|
$1,238
0.0% of portfolio
|
Q3 2025
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%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
50
shares
|
$1,238
0.0% of portfolio
|
Q4 2024
Reduced 94.28%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
50
shares
|
$1,238
0.0% of portfolio
|
Q4 2024
Reduced 67.95%
|
|
|
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%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
43
shares
|
$1,064
0.0% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
42
shares
|
$1,039
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
41
shares
|
$1,015
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
40
shares
|
$990
0.04% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
40
shares
|
$990
0.0% of portfolio
|
Q3 2025
Reduced 81.74%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
40
shares
|
$990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
39
shares
|
$965
0.0% of portfolio
|
Q4 2022
Reduced 17.02%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
38
shares
|
$940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
37
shares
|
$916
0.0% of portfolio
|
Q2 2025
Added 60.87%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
35
shares
|
$866
0.0% of portfolio
|
Q3 2025
Reduced 79.29%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
34
shares
|
$841
0.0% of portfolio
|
Q2 2025
Reduced 78.48%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
32
shares
|
$792
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
30
shares
|
$742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
30
shares
|
$742
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$742
0.0% of portfolio
|
Q1 2022
Reduced 74.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30
shares
|
$742
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
30
shares
|
$742
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
30
shares
|
$742
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
28
shares
|
$693
0.0% of portfolio
|
Q1 2024
Reduced 87.16%
|
|