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Who Owns Moderna Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Moderna Inc.

Who crossed 5% of MRNA →
Managers holding
28
as of 2026-09-30
Reported value
$254.9M
summed across filings
Shares held
1.3M
Added vs trimmed
8 / 6
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Douglas Lane & Associates, LLCCOMMON1.2M shtrimmed$223.6M
Green Alpha Advisors, LLCCOM33.2K shtrimmed$6.4M
Gallagher Capital Advisors, LLCCOM11.7K sh—$6M
Farther Finance Advisors, LLCStock17.6K shadded$3.4M
GAMMA Investing LLCCommon Stock16.1K shadded$3.1M
EASTERN BANKCOM14.6K shheld$2.8M
CenterStar Asset Management, LLCCOM8.4K sh—$1.6M
Valeo Financial Advisors, LLCStock8.1K shadded$1.6M
Lake Hills Wealth Management, LLCCOM6.9K shtrimmed$1.3M
Wedmont Private CapitalCOM5.9K shadded$1.2M
CoreCap Advisors, LLCStock3.3K shtrimmed$640.1K
TOTH FINANCIAL ADVISORY CORPCOM2.9K shadded$565K
Gainplan LLCCOM2.5K sh—$481.6K
Bullock Wealth Management GroupStock2.3K shtrimmed$428.5K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock2K shadded$380.5K
Avidian Wealth Enterprises, LLCCOM1.8K sh—$352.4K
City Center Advisors, LLCCOM1.8K sh—$341.6K
Breakwater Capital GroupCOM1.6K sh—$304.1K
Everhart Financial Group, Inc.COM1.1K sh—$213.2K
Pacifica Partners Inc.COM500 shheld$94.4K
Bank & Trust CoCOM306 shheld$58.9K
ARMSTRONG ADVISORY GROUP, INCCOM263 shheld$50.6K
ELEVATION WEALTH PARTNERS, LLCCOM113 shadded$21.8K
Brown Shipley& Co LtdCOM104 shheld$20K
Retirement Wealth Solutions LLCCOM58 shtrimmed$11.2K
Marquette Asset Management, LLCCOM30 shheld$5.8K
Davis Capital ManagementStock14 shadded$2.7K
GILPIN WEALTH MANAGEMENT, LLCCOM1 sh—$193

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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