Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 842 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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
44
shares
|
$1,089
0.0% of portfolio
|
Q4 2025
Added 15.79%
|
|
|
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
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
40
shares
|
$990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
40
shares
|
$990
0.0% of portfolio
|
Q3 2025
Reduced 81.74%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
40
shares
|
$990
0.04% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
39
shares
|
$965
0.0% of portfolio
|
Q4 2022
Reduced 17.02%
|
|
|
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
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$742
0.0% of portfolio
|
Q1 2022
Reduced 74.14%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
30
shares
|
$742
0.0% of portfolio
|
Q2 2025
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
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30
shares
|
$742
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
28
shares
|
$693
0.0% of portfolio
|
Q1 2024
Reduced 87.16%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
25
shares
|
$619
0.01% of portfolio
|
Q4 2021
Reduced 44.44%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
25
shares
|
$619
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
25
shares
|
$619
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
24
shares
|
$594
0.0% of portfolio
|
Q3 2025
Added 380.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
24
shares
|
$594
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
24
shares
|
$594
0.0% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$544
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|