Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 927 institutions that hold shares in the stock, with a total of 256 Million shares, which have been reported (via 13F filing form) to have a value of $8.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
136
shares
|
$4,531
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
135
shares
|
$4,498
0.0% of portfolio
|
Q1 2023
Reduced 46.43%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
135
shares
|
$4,498
0.0% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
132
shares
|
$4,398
0.0% of portfolio
|
Q4 2024
Reduced 74.12%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
130
shares
|
$4,331
0.0% of portfolio
|
Q1 2024
Added 160.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
130
shares
|
$4,331
0.0% of portfolio
|
Q1 2023
Reduced 20.25%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
129
shares
|
$4,298
0.0% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
124
shares
|
$4,131
0.01% of portfolio
|
Q2 2022
Reduced 42.06%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
124
shares
|
$4,131
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
122
shares
|
$4,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
119
shares
|
$3,965
0.0% of portfolio
|
Q3 2024
Reduced 14.39%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
117
shares
|
$3,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
112
shares
|
$3,731
0.0% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
112
shares
|
$3,731
0.0% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
111
shares
|
$3,698
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
110
shares
|
$3,665
0.0% of portfolio
|
Q4 2024
Reduced 29.03%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
110
shares
|
$3,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
110
shares
|
$3,665
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
107
shares
|
$3,565
0.0% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
104
shares
|
$3,465
0.0% of portfolio
|
Q2 2021
Reduced 4.59%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Feb 18, 2025 Q4 2024 |
104
shares
|
$3,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
103
shares
|
$3,431
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
100
shares
|
$3,332
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
100
shares
|
$3,332
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$3,332
0.0% of portfolio
|
Q2 2023
New holding
|