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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$333
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
10
shares
|
$333
0.0% of portfolio
|
Q4 2024
Reduced 98.51%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
10
shares
|
$333
0.0% of portfolio
|
Q4 2023
Reduced 46.92%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
10
shares
|
$333
0.0% of portfolio
|
Q4 2024
Reduced 95.24%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
10
shares
|
$333
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
10
shares
|
$333
0.0% of portfolio
|
Q1 2023
Reduced 90.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$299
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
9
shares
|
$299
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
7
shares
|
$233
0.0% of portfolio
|
Q3 2023
Reduced 94.7%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
6
shares
|
$199
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
6
shares
|
$199
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
6
shares
|
$199
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
5
shares
|
$166
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
5
shares
|
$166
0.0% of portfolio
|
Q1 2024
Reduced 96.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
5
shares
|
$166
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5
shares
|
$166
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
4
shares
|
$133
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
4
shares
|
$133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4
shares
|
$133
0.0% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4
shares
|
$133
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$99
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3
shares
|
$99
0.0% of portfolio
|
Q3 2024
Reduced 96.05%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
3
shares
|
$99
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
2
shares
|
$66
0.0% of portfolio
|
Q4 2024
Reduced 88.89%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
2
shares
|
$66
0.0% of portfolio
|
Q4 2024
New holding
|