MRNA · Company research
Moderna, Inc. (MRNA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4672 | 327222 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Aaron Wealth Advisors LLC | 1812198 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2959 | 207219 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Canada Post Corp Registered Pension Plan | 1991835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6510 | 455895 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Aventura Private Wealth, LLC | 2074418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 630 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| COFG Advisors, LLC | 2104330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3422 | 239643 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57581 | 4032415 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 303 | 21219 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15957 | 1117440 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 173 | 12115 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Trust Asset Management LLC | 1608376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3866 | 1478908 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 560 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| AXA S.A. | 898427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7790 | 476952 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 736 | 51542 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9448 | 661633 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| V-Square Quantitative Management LLC | 1943239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6532 | 457436 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Blue Sky Capital Consultants Group, Inc. | 2057054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21943 | 1536668 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Fairscale Capital, LLC | 2032350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 980 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SAXON INTERESTS, INC. | 1905867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9831 | 688465 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3426 | 239923 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Allied Private Wealth LLC | 2132253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 412 | 30415 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3466 | 242716 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aberdeen Wealth Management LLC | 1802654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 35015 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86951 | 6089179 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162378 | 11371305 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 4902 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1208461 | 84628524 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66370 | 4647891 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108545 | 7601406 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13822 | 967955 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114474 | 8016614 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Compound Planning, Inc. | 1978879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7697 | 539044 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Piscataqua Savings Bank | 1855835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350 | 24510 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Strategic Investment Solutions, Inc. /IL | 1960144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 874 | 61206 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| PEAK6 LLC | 1389958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161000 | 11274830 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4529 | 317166 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77900 | 5455337 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1654599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108 | 7564 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 3642 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Mirabaud & Cie SA | 1869685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17154 | 1201295 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Manchester Capital Management LLC | 1393389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 321 | 22480 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136140 | 9533884 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56031 | 3923851 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Flagship Pioneering, LLC | 1400240 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4628225 | 324114597 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95893 | 6715387 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87541 | 6130496 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87 | 6093 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MIZUHO SECURITIES USA LLC | 812291 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21023 | 1067968 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36426 | 2550913 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BDF-GESTION | 1632812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17370 | 1857242 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51 | 3572 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61219 | 4287 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5255 | 368008 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Green Alpha Advisors, LLC | 1439207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33758 | 2364073 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Navigoe, LLC | 2056100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107324 | 7515900 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OneDigital Investment Advisors LLC | 1690370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7996 | 559960 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Aufman Associates Inc | 1801573 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65687 | 4578384 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1966124 | 137687594 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29980 | 2099499 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CIBC WORLD MARKET INC. | 1421224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16797 | 1176294 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Freestone Grove Partners LP | 2007591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 659 | 46150 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15018 | 1051711 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Aberdeen Group plc | 1716774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14995 | 1050100 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Owen LaRue, LLC | 1965328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20200 | 1414606 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24030 | 1682821 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 692375 | 48487021 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BAMCO INC /NY/ | 1017918 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1989386 | 139316702 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1664 | 116530 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13530 | 980925 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4024 | 281775 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Eversept Partners, LP | 1697013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152122 | 10653104 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crewe Advisors LLC | 1730033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 728 | 50982 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116221 | 8138957 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LAZARD ASSET MANAGEMENT LLC | 1207017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14126 | 989244 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JOHN G ULLMAN & ASSOCIATES INC | 919530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19551 | 1369157 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Axiom Investment Management LLC | 1513703 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 470 | 32914 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Glen Eagle Advisors, LLC | 2029317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57 | 3992 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14041 | 983289 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF NOVA SCOTIA | 9631 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7735 | 541564 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VAN ECK ASSOCIATES CORP | 869178 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10114 | 708283 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.