Moderna (MRNA) Institutional Ownership

$125.67
+8.36 (+7.13%)
(As of 05/13/2024 ET)

Institutional Ownership Changes (13F Filings) for Moderna (NASDAQ:MRNA)

Current
Institutional Ownership
Percentage
75.33%
Number of
Institutional Buyers
(last 12 months)
485
Total
Institutional Inflows
(last 12 months)
$20.65B
Number of
Institutional Sellers
(last 12 months)
357
Total
Institutional Outflows
(last 12 months)
$4.69B
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MRNA Institutional Buying and Selling by Quarter

Moderna Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024Financial Gravity Asset Management Inc.17,895$1.91M0.5%-88.9%0.005%
5/13/2024Bessemer Group Inc.7,258$774K0.0%+4.0%0.002%
5/13/2024UniSuper Management Pty Ltd13,158$1.40M0.0%+307.7%0.003%
5/13/2024Cedar Wealth Management LLC290$31K0.0%+45.0%0.000%
5/13/2024O Shaughnessy Asset Management LLC10,869$1.16M0.0%+40.8%0.003%
5/13/2024Ameritas Investment Partners Inc.14,760$1.57M0.1%-0.8%0.004%
5/11/2024 Covestor Ltd413$44K0.0%-39.7%0.000%
5/11/2024 Aufman Associates Inc4,300$458K0.3%N/A0.001%
5/11/2024 Patten & Patten Inc. TN9,494$1.01M0.1%+7.6%0.002%
5/10/2024 Ontario Teachers Pension Plan Board31,424$3.35M0.0%+130.1%0.008%
5/10/2024 Vanguard Group Inc.39,036,872$4.16B0.1%+15.1%10.186%
5/10/2024 Intech Investment Management LLC330,805$35.25M0.5%+1,212.9%0.086%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp763,976$81.41M0.2%-9.4%0.199%
5/10/2024 Sentry Investment Management LLC1,905$203K0.1%N/A0.000%
5/9/2024 Dorsey & Whitney Trust CO LLC7,091$756K0.1%+187.9%0.002%
5/9/2024 Blair William & Co. IL31,315$3.34M0.0%-10.3%0.008%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.446,473$47.58M0.1%+15.4%0.116%
5/9/2024 State Board of Administration of Florida Retirement System385,736$41.10M0.1%+2.6%0.101%
5/9/2024 Dearborn Partners LLC1,950$208K0.0%-45.1%0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.93,468$9.96M0.0%-68.7%0.024%
5/8/2024 Edmond DE Rothschild Holding S.A.188,701$20.11M0.3%+72.5%0.049%
5/8/2024 Motley Fool Asset Management LLC45,192$4.82M0.2%+331.0%0.012%
5/8/2024 Motley Fool Wealth Management LLC200,046$21.32M1.1%N/A0.052%
5/8/2024 Bleakley Financial Group LLC3,711$395K0.0%+10.8%0.001%
5/8/2024 ProShare Advisors LLC444,621$47.38M0.1%+21.3%0.116%
5/8/2024 Avantax Advisory Services Inc.5,035$537K0.0%+53.3%0.001%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS72,822$7.76M0.1%+0.2%0.019%
5/8/2024 US Bancorp DE23,107$2.46M0.0%+19.5%0.006%
5/8/2024 Russell Investments Group Ltd.65,250$7.07M0.0%-2.7%0.017%
5/8/2024 Qsemble Capital Management LP11,087$1.18M0.3%N/A0.003%
5/8/2024 QRG Capital Management Inc.36,535$3.89M0.0%-43.6%0.010%
5/7/2024 Meeder Advisory Services Inc.1,931$206K0.0%N/A0.001%
5/7/2024 Sei Investments Co.84,910$9.05M0.0%+16.4%0.022%
5/7/2024 Abbrea Capital LLC4,760$507K0.1%+33.7%0.001%
5/7/2024 Atomi Financial Group Inc.2,111$225K0.0%N/A0.001%
5/7/2024 Reynders McVeigh Capital Management LLC13,052$1.39M0.1%-6.5%0.003%
5/7/2024 Swiss National Bank970,600$103.43M0.1%-4.1%0.253%
5/7/2024 Forsta AP Fonden66,600$7.10M0.1%+11.7%0.017%
5/7/2024 Illinois Municipal Retirement Fund51,791$5.52M0.1%+22.1%0.014%
5/7/2024 Lipe & Dalton10,497$1.12M0.6%-26.9%0.003%
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5/7/2024 Nvwm LLC9,176$978K0.3%+174.9%0.002%
5/7/2024 Oppenheimer & Co. Inc.40,305$4.30M0.1%+25.6%0.011%
5/7/2024 Wealthspire Advisors LLC2,725$290K0.0%-10.0%0.001%
5/7/2024 SG Americas Securities LLC79,310$8.45M0.0%+32.8%0.021%
5/7/2024 Empowered Funds LLC4,276$456K0.0%+26.8%0.001%
5/7/2024 AIA Group Ltd13,000$1.39M0.0%-8.9%0.003%
5/6/2024 Empirical Finance LLC8,975$956K0.1%+4.7%0.002%
5/6/2024 Mawer Investment Management Ltd.1,916,570$204.23M0.9%+6.7%0.500%
5/6/2024 Advisory Alpha LLC3,699$394K0.0%N/A0.001%
5/6/2024 John G Ullman & Associates Inc.11,400$1.22M0.2%+212.3%0.003%
5/6/2024 Cohen Capital Management Inc.9,242$985K0.2%+2.7%0.002%
5/6/2024 Broderick Brian C21,600$2.30M0.5%+125.0%0.006%
5/6/2024 Hemenway Trust Co LLC7,243$772K0.1%+20.1%0.002%
5/6/2024 Texas Permanent School Fund Corp68,575$7.31M0.1%+0.2%0.018%
5/4/2024 Geneos Wealth Management Inc.1,324$141K0.0%-23.0%0.000%
5/4/2024 Ogorek Anthony Joseph NY ADV612$65K0.0%+125.0%0.000%
5/3/2024 TFB Advisors LLC2,574$287K0.1%N/A0.001%
5/3/2024 Chevy Chase Trust Holdings LLC184,291$19.64M0.1%-0.7%0.048%
5/3/2024 Wellington Shields Capital Management LLC1,602$171K0.0%+80,000.0%0.000%
5/3/2024 Wellington Shields & Co. LLC8,376$893K0.3%+44.3%0.002%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S8,551$911K0.0%-87.0%0.002%
5/3/2024 Proficio Capital Partners LLC3,770$402K0.0%+11.1%0.001%
5/3/2024 Nikko Asset Management Americas Inc.741,783$79.04M0.8%+156.9%0.194%
5/2/2024 Mutual of America Capital Management LLC43,445$4.63M0.0%-2.1%0.011%
5/2/2024 Daiwa Securities Group Inc.53,922$5.75M0.0%+10.3%0.014%
5/2/2024 Nordea Investment Management AB31,354$3.37M0.0%+0.4%0.008%
5/2/2024 Fidelis Capital Partners LLC1,132$121K0.0%N/A0.000%
5/2/2024 BNP Paribas1,017$109K0.0%N/A0.000%
5/2/2024 Tobam68,528$7.30M0.7%-49.3%0.018%
5/2/2024 Tokio Marine Asset Management Co. Ltd.9,058$965K0.0%-9.5%0.002%
5/2/2024 Harbor Advisors LLC2,000$213K0.0%-33.3%0.001%
5/2/2024 Moloney Securities Asset Management LLC10,545$1.12M0.2%+35.0%0.003%
5/1/2024 Janney Montgomery Scott LLC14,373$1.53M0.0%+38.6%0.004%
5/1/2024 Klingman & Associates LLC2,888$308K0.0%-25.0%0.001%
5/1/2024 Mirae Asset Global Investments Co. Ltd.381,422$40.64M0.1%-6.5%0.100%
5/1/2024 Baillie Gifford & Co.44,655,817$4.76B3.7%-2.2%11.663%
5/1/2024 Sequoia Financial Advisors LLC8,147$868K0.0%+12.8%0.002%
4/30/2024 Private Advisor Group LLC14,490$1.54M0.0%-0.7%0.004%
4/30/2024 Retirement Systems of Alabama73,213$7.80M0.0%+0.1%0.019%
4/30/2024 Hartline Investment Corp2,691$287K0.1%N/A0.001%
4/30/2024 Norden Group LLC12,544$1.34M0.1%N/A0.003%
4/30/2024 Van ECK Associates Corp233,246$24.86M0.0%-13.9%0.061%
4/30/2024 Privium Fund Management B.V.39,861$4.25M1.2%-9.1%0.010%
4/30/2024 HB Wealth Management LLC3,850$410K0.0%+31.4%0.001%
4/30/2024 Caprock Group LLC3,082$328K0.0%+25.2%0.001%
4/30/2024 Perigon Wealth Management LLC2,393$255K0.0%N/A0.001%
4/29/2024Commonwealth Equity Services LLC75,184$8.01M0.0%+0.5%0.020%
4/29/2024 Greenleaf Trust3,253$347K0.0%+41.4%0.001%
4/29/2024 Principal Financial Group Inc.363,905$38.78M0.0%+0.8%0.095%
4/29/2024 Benjamin F. Edwards & Company Inc.1,345$144K0.0%-23.6%0.000%
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4/29/2024 RWA Wealth Partners LLC3,056$326K0.0%+38.2%0.001%
4/29/2024 Mn Services Vermogensbeheer B.V.131,000$13.96M0.1%-15.2%0.034%
4/29/2024 China Universal Asset Management Co. Ltd.75,957$8.09M1.0%+66.4%0.020%
4/27/2024 Nadler Financial Group Inc.2,070$221K0.0%-4.7%0.001%
4/26/2024 Securian Asset Management Inc.19,523$2.08M0.1%-6.8%0.005%
4/26/2024 UMB Bank n.a.366$39K0.0%+121.8%0.000%
4/26/2024 Yousif Capital Management LLC38,919$4.15M0.0%-1.0%0.010%
4/25/2024 New York State Teachers Retirement System301,837$32.16M0.1%-1.4%0.079%
4/25/2024 Center for Financial Planning Inc.988$105K0.0%+243.1%0.000%
4/25/2024 Bank of New York Mellon Corp2,305,976$245.73M0.0%-2.3%0.602%
(Data available from 1/1/2016 forward)

MRNA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MRNA shares?

During the previous two years, 1,011 institutional investors and hedge funds held shares of Moderna. The most heavily invested institutionals were Baillie Gifford & Co. ($4.76B), Vanguard Group Inc. ($4.16B), BlackRock Inc. ($2.94B), Flagship Pioneering Inc. ($1.84B), State Street Corp ($1.73B), K.J. Harrison & Partners Inc ($973.11M), and Geode Capital Management LLC ($763.75M).Learn more on MRNA's institutional investors.

What percentage of Moderna stock is owned by institutional investors?

75.33% of Moderna stock is owned by institutional investors. Learn more on MRNA's institutional investor holdings.

Which institutional investors have been buying Moderna stock?

Of the 877 institutional investors that purchased Moderna stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($142.32M), Vanguard Group Inc. ($11.57M), Price T Rowe Associates Inc. MD ($4.02M), Norges Bank ($3.49M), Coatue Management LLC ($2.64M), Wellington Management Group LLP ($2.11M), and The Manufacturers Life Insurance Company ($1.84M).

How much institutional buying is happening at Moderna?

Institutional investors have bought a total of 201,502,032 shares in the last 24 months. This purchase volume represents approximately $24.65B in transactions.

Which Moderna major shareholders have been selling company stock?

Of the 583 institutional investors that sold Moderna stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($21.43M), Flagship Pioneering Inc. ($4.69M), Renaissance Technologies LLC ($3.00M), BlackRock Inc. ($2.77M), Baillie Gifford & Co. ($2.66M), Coatue Management LLC ($1.64M), and Deutsche Bank AG ($1.56M).

How much institutional selling is happening at Moderna?

Institutional investors have sold a total of 62,532,024 shares in the last 24 months. This volume of shares sold represents approximately $7.94B in transactions.


This page (NASDAQ:MRNA) was last updated on 5/14/2024 by MarketBeat.com Staff

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