Moderna Ownership 2024 | Who Owns Moderna Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

44.93%

Insider Ownership

9.58%

Retail Ownership

45.49%

Institutional Holders

630.00

Moderna Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BAILLIE GIFFORD & CO11.72%3.70%44,655,817-998,710-2.19%4,758,523,859Mar 31, 2024
VANGUARD GROUP INC10.25%0.08%39,036,8725,129,80015.13%4,159,769,081Mar 31, 2024
BLACKROCK INC.6.67%0.06%25,395,87894,1860.37%2,706,184,710Mar 31, 2024
STATE STREET CORP3.79%0.07%14,452,035-171,688-1.17%1,540,008,850Mar 31, 2024
FMR LLC3.57%0.10%13,599,8377,206,486112.72%1,449,198,631Mar 31, 2024
FLAGSHIP PIONEERING INC.2.54%67.56%9,666,038--1,030,013,009Mar 31, 2024
THELEME PARTNERS LLP1.92%39.54%7,321,797-27,659-0.38%780,210,688Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.77%0.07%6,750,479201,0183.07%717,594,867Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP1.47%0.11%5,604,703-1,620,876-22.43%597,237,151Mar 31, 2024
MORGAN STANLEY1.44%0.05%5,493,9651,104,85725.17%585,437,141Mar 31, 2024
GOLDMAN SACHS GROUP INC1.03%0.07%3,929,912-621,714-13.66%418,771,358Mar 31, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.96%0.14%3,673,043687,91323.04%391,399,460Mar 31, 2024
CAPITAL WORLD INVESTORS0.96%0.06%3,648,11718,7280.52%388,743,348Mar 31, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE0.91%0.34%3,478,412-64,555-1.82%370,660,032Mar 31, 2024
BANQUE PICTET & CIE SA0.83%3.16%3,161,72927,5000.88%336,913,842Mar 31, 2024
NORTHERN TRUST CORP0.75%0.05%2,868,954-103,042-3.47%305,715,738Mar 31, 2024
LEGAL & GENERAL GROUP PLC0.74%0.07%2,802,872-28,022-0.99%298,674,836Mar 31, 2024
INVESCO LTD.0.73%0.06%2,769,922-139,687-4.80%295,162,888Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.71%0.05%2,708,3002,708,300100.00%288,596,448Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA0.69%0.31%2,621,637824,18745.85%281,650,235Mar 31, 2024

Moderna's largest institutional shareholder is BAILLIE GIFFORD & CO, holding 11.72% of the company's total share outstanding, currently valued at $4.76B. The top 10 institutional shareholders own together 45.14% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FLAGSHIP PIONEERING INC.2.54%67.56%9,666,038--1,030,013,009Mar 31, 2024
THELEME PARTNERS LLP1.92%39.54%7,321,797-27,659-0.38%780,210,688Mar 31, 2024
THELEME PARTNERS LLP0.38%7.78%1,440,000-574,000-28.50%153,446,400Mar 31, 2024
WASHINGTON UNIVERSITY0.04%5.91%150,000--15,984,000Mar 31, 2024
AFFINITY ASSET ADVISORS, LLC0.10%5.28%400,000400,000100.00%42,624,000Mar 31, 2024
BAILLIE GIFFORD & CO11.72%3.70%44,655,817-998,710-2.19%4,758,523,859Mar 31, 2024
CRAWFORD FUND MANAGEMENT, LLC0.03%3.30%129,10021,30019.76%13,756,896Mar 31, 2024
GEO CAPITAL GESTORA DE RECURSOS LTD0.01%3.30%33,0066672.06%2,919,000Mar 31, 2024
BANQUE PICTET & CIE SA0.83%3.16%3,161,72927,5000.88%336,913,842Mar 31, 2024
INTRINSIC VALUE PARTNERS, LLC0.01%3.06%26,912-459-1.68%2,867,743Mar 31, 2024
BELLEVUE GROUP AG0.45%2.78%1,711,089-197,331-10.34%182,333,644Mar 31, 2024
TELEMARK ASSET MANAGEMENT, LLC0.07%2.75%250,000250,000100.00%26,640,000Mar 31, 2024
QUATTRO FINANCIAL ADVISORS LLC0.02%2.64%87,10087,00187879.80%9,281,376Mar 31, 2024
TITLEIST ASSET MANAGEMENT, LLC0.03%1.86%99,81616,50219.81%10,636,393Mar 31, 2024
CONCORDE FINANCIAL CORP0.00%1.65%17,073-3,062-15.21%1,819,299Mar 31, 2024
TB ALTERNATIVE ASSETS LTD.0.02%1.60%59,90059,900100.00%6,382,944Mar 31, 2024
CADINHA & CO LLC0.02%1.50%81,661-177-0.22%8,701,796Mar 31, 2024
PROVIDENT CO OF THE EMPLOYEES OF THE HEBREW UNIVERSITY LTD0.00%1.46%12,94312,943100.00%1,379,581Mar 31, 2024
PICTET & CIE (EUROPE) SA0.14%1.45%523,626--55,797,587Mar 31, 2024
EXOR CAPITAL LLP0.08%1.35%303,09570,00030.03%32,297,803Mar 31, 2024

The largest Moderna shareholder by % of total assets is FLAGSHIP PIONEERING INC.. The company owns 9.67M shares of Moderna (MRNA), representing 67.56% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FMR LLC3.57%0.10%13,599,8377,206,486112.72%1,449,198,631Mar 31, 2024
VANGUARD GROUP INC10.25%0.08%39,036,8725,129,80015.13%4,159,769,081Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.71%0.05%2,708,3002,708,300100.00%288,596,448Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.51%0.04%1,960,0001,960,000100.00%208,857,600Mar 31, 2024
MORGAN STANLEY1.44%0.05%5,493,9651,104,85725.17%585,437,141Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA0.69%0.31%2,621,637824,18745.85%281,650,235Mar 31, 2024
ARK INVESTMENT MANAGEMENT LLC0.32%0.90%1,217,383779,980178.32%129,724,309,000Mar 31, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.96%0.14%3,673,043687,91323.04%391,399,460Mar 31, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.30%0.08%1,129,939538,86691.17%120,406,300Mar 31, 2024
SUMITOMO MITSUI TRUST HOLDINGS, INC.0.41%0.11%1,545,829463,96042.88%164,723,538Mar 31, 2024
KBC GROUP NV0.14%0.18%519,531460,560780.99%55,362,000Mar 31, 2024
NIKKO ASSET MANAGEMENT AMERICAS, INC.0.19%0.78%741,783453,004156.87%79,044,396Mar 31, 2024
AFFINITY ASSET ADVISORS, LLC0.10%5.28%400,000400,000100.00%42,624,000Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.0.12%0.44%443,853385,291657.92%47,296,976Mar 31, 2024
INTECH INVESTMENT MANAGEMENT LLC0.09%0.50%330,805305,6091212.93%35,250,580Mar 31, 2024
MATRIX CAPITAL MANAGEMENT COMPANY, LP0.19%0.72%730,000276,00060.79%77,788,800Mar 31, 2024
TELEMARK ASSET MANAGEMENT, LLC0.07%2.75%250,000250,000100.00%26,640,000Mar 31, 2024
TWIN TREE MANAGEMENT, LP0.06%0.06%241,700241,700100.00%25,755,551Mar 31, 2024
D. E. SHAW & CO., INC.0.24%0.08%928,300230,90033.11%98,919,648Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.06%0.00%214,631214,631100.00%22,871,079Mar 31, 2024

As of Mar 31 2024, Moderna's largest institutional buyer is FMR LLC. The company purchased 7.21M stocks of MRNA, valued at $1.45B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COATUE MANAGEMENT LLC----3,273,052-100.00%-Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP1.47%0.11%5,604,703-1,620,876-22.43%597,237,151Mar 31, 2024
JPMORGAN CHASE & CO0.38%0.01%1,441,440-1,087,231-43.00%153,599,848Mar 31, 2024
BAILLIE GIFFORD & CO11.72%3.70%44,655,817-998,710-2.19%4,758,523,859Mar 31, 2024
GOLDMAN SACHS GROUP INC1.03%0.07%3,929,912-621,714-13.66%418,771,358Mar 31, 2024
CAPITAL FUND MANAGEMENT S.A.0.19%0.22%714,900-604,300-45.81%76,179,744Mar 31, 2024
UNISPHERE ESTABLISHMENT----600,000-100.00%-Mar 31, 2024
THELEME PARTNERS LLP0.38%7.78%1,440,000-574,000-28.50%153,446,400Mar 31, 2024
ASSETMARK, INC0.01%0.02%49,638-569,514-91.98%5,289,372,000Mar 31, 2024
UBS GROUP AG0.10%0.01%378,700-351,900-48.17%40,354,272Mar 31, 2024
UBS GROUP AG0.06%0.01%216,100-330,600-60.47%23,027,616Mar 31, 2024
CAPITAL FUND MANAGEMENT S.A.0.22%0.26%851,500-316,700-27.11%90,735,840Mar 31, 2024
D. E. SHAW & CO., INC.0.01%0.00%48,022-314,155-86.74%5,117,224Mar 31, 2024
CREDIT SUISSE AG/0.14%0.06%539,488-312,544-36.68%57,487,842Mar 31, 2024
CREDIT AGRICOLE S A0.04%0.15%134,213-310,169-69.80%13,689,726Mar 31, 2024
CREDIT AGRICOLE S A0.08%0.33%300,000-300,000-50.00%30,600,000Mar 31, 2024
FIRST TRUST ADVISORS LP0.16%0.07%604,346-288,970-32.35%64,399,109Mar 31, 2024
AXA S.A.0.05%0.06%203,042-271,510-57.21%21,636,156Mar 31, 2024
CITADEL ADVISORS LLC0.07%0.01%272,337-268,679-49.66%29,020,231Mar 31, 2024
CAMBER CAPITAL MANAGEMENT LP----250,000-100.00%-Mar 31, 2024

As of Mar 31 2024, Moderna's biggest institutional seller is COATUE MANAGEMENT LLC. The company sold -3.27M shares of MRNA, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.71%0.05%2,708,3002,708,300100.00%288,596,448Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.51%0.04%1,960,0001,960,000100.00%208,857,600Mar 31, 2024
AFFINITY ASSET ADVISORS, LLC0.10%5.28%400,000400,000100.00%42,624,000Mar 31, 2024
TWIN TREE MANAGEMENT, LP0.06%0.06%241,700241,700100.00%25,755,551Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.06%0.00%214,631214,631100.00%22,871,079Mar 31, 2024
MOTLEY FOOL WEALTH MANAGEMENT, LLC0.05%1.10%200,046200,046100.00%21,317,001Mar 31, 2024
TWIN TREE MANAGEMENT, LP0.04%0.03%147,000147,000100.00%15,664,320Mar 31, 2024
SHUFRO ROSE & CO LLC0.04%1.29%146,584146,584100.00%15,619,992Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.03%0.02%107,800107,800100.00%11,487,000Mar 31, 2024
CAPITAL FUND MANAGEMENT S.A.0.02%0.03%91,88091,880100.00%9,790,732Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.02%0.01%75,18475,184100.00%8,012,000Mar 31, 2024
TB ALTERNATIVE ASSETS LTD.0.02%1.60%59,90059,900100.00%6,382,944Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.0.01%0.04%38,70038,700100.00%4,123,872Mar 31, 2024
CAAS CAPITAL MANAGEMENT LP0.01%0.27%34,70034,700100.00%3,697,632Mar 31, 2024
0.01%0.02%32,40032,400100.00%3,321,264Mar 31, 2024
VESTMARK ADVISORY SOLUTIONS, INC.0.01%0.13%28,13328,133100.00%2,997,852Mar 31, 2024
CAAS CAPITAL MANAGEMENT LP0.01%0.20%26,20026,200100.00%2,791,872Mar 31, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.01%0.01%25,27425,274100.00%2,693,197Mar 31, 2024
READYSTATE ASSET MANAGEMENT LP0.01%0.03%22,50022,500100.00%2,397,600Mar 31, 2024
BARCLAYS PLC0.01%0.00%20,00020,000100.00%2,131,000Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.01%0.00%20,00020,000100.00%2,131,200Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.0.01%0.02%20,00020,000100.00%2,131,200Mar 31, 2024
READYSTATE ASSET MANAGEMENT LP0.01%0.03%19,50019,500100.00%2,077,920Mar 31, 2024
SHAY CAPITAL LLC0.00%0.29%17,50017,500100.00%1,864,800Mar 31, 2024
XTX TOPCO LTD0.00%0.23%16,09916,099100.00%1,715,509Mar 31, 2024
EISLER CAPITAL (US) LLC0.00%0.04%15,70015,700100.00%1,672,992Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%0.00%14,54214,542100.00%1,549,596Mar 31, 2024
WEISS ASSET MANAGEMENT LP0.00%0.05%13,49813,498100.00%1,438,347Mar 31, 2024
EISLER CAPITAL (US) LLC0.00%0.04%13,30013,300100.00%1,417,248Mar 31, 2024
PROVIDENT CO OF THE EMPLOYEES OF THE HEBREW UNIVERSITY LTD0.00%1.46%12,94312,943100.00%1,379,581Mar 31, 2024
VERITION FUND MANAGEMENT LLC0.00%0.01%12,90012,900100.00%1,374,624Mar 31, 2024
NORDEN GROUP LLC0.00%0.10%12,54412,544100.00%1,336,692Mar 31, 2024
QSEMBLE CAPITAL MANAGEMENT, LP0.00%0.26%11,08711,087100.00%1,181,431Mar 31, 2024
WALLEYE CAPITAL LLC0.00%0.00%8,3928,392100.00%894,252Mar 31, 2024
CAPULA MANAGEMENT LTD0.00%0.02%6,4486,448100.00%687,098Mar 31, 2024
SPIDERROCK ADVISORS, LLC0.00%0.01%5,7475,747100.00%599,182Mar 31, 2024
FOCUS FINANCIAL NETWORK, INC.0.00%0.03%5,3345,334100.00%544,068Mar 31, 2024
PINPOINT ASSET MANAGEMENT LTD0.00%0.08%4,8894,889100.00%520,971Mar 31, 2024
AUFMAN ASSOCIATES INC0.00%0.32%4,3004,300100.00%458,208Mar 31, 2024
IPG INVESTMENT ADVISORS LLC0.00%0.10%4,1124,112100.00%438,175Mar 31, 2024
ZUCKERMAN INVESTMENT GROUP, LLC0.00%0.05%4,0004,000100.00%426,240Mar 31, 2024
LAKE STREET ADVISORS GROUP, LLC0.00%0.02%3,7383,738100.00%398,322Mar 31, 2024
ADVISORY ALPHA, LLC0.00%0.02%3,6993,699100.00%394,165Mar 31, 2024
SIMPLICITY WEALTH,LLC0.00%0.01%3,6773,677100.00%391,821Mar 31, 2024
CAPULA MANAGEMENT LTD0.00%0.01%3,5003,500100.00%372,960Mar 31, 2024
PROBITY ADVISORS, INC.0.00%0.08%3,4093,409100.00%363,263Mar 31, 2024
ALTSHULER SHAHAM LTD0.00%0.01%3,3003,300100.00%351,648,000Mar 31, 2024
DAKOTA WEALTH MANAGEMENT0.00%0.01%3,2473,247100.00%346,001Mar 31, 2024
LITTLE HOUSE CAPITAL LLC0.00%0.11%3,0893,089100.00%329,164Mar 31, 2024
BEATON MANAGEMENT CO. INC.0.00%0.18%3,0503,050100.00%325,000Mar 31, 2024
GLENMEDE TRUST CO NA0.00%0.00%2,9922,992100.00%318,827Mar 31, 2024
JT STRATFORD LLC0.00%0.06%2,7472,747100.00%292,720Mar 31, 2024
HARTLINE INVESTMENT CORP/0.00%0.05%2,6912,691100.00%286,726Mar 31, 2024
SANDERS MORRIS HARRIS LLC0.00%0.05%2,6752,675100.00%285,048Mar 31, 2024
LEE FINANCIAL CO0.00%0.05%2,6012,601100.00%277,163Mar 31, 2024
CTC LLC0.00%0.01%2,5792,579100.00%27,481,824Mar 31, 2024
TFB ADVISORS LLC0.00%0.10%2,5742,574100.00%286,898Mar 31, 2024
SNOWDEN CAPITAL ADVISORS LLC0.00%0.01%2,5522,552100.00%271,941Mar 31, 2024
VISIONARY WEALTH ADVISORS0.00%0.02%2,4072,407100.00%256,490Mar 31, 2024
HEROLD ADVISORS, INC.0.00%0.06%2,4052,405100.00%256,277Mar 31, 2024
MISSION CREEK CAPITAL PARTNERS, INC.0.00%0.07%2,4052,405100.00%256,277Mar 31, 2024
DRW SECURITIES, LLC0.00%0.01%2,4042,404100.00%256,170Mar 31, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)0.00%0.00%2,3372,337100.00%249,031Mar 31, 2024
CTC LLC0.00%0.01%2,3222,322100.00%24,743,232Mar 31, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.00%0.00%2,3002,300100.00%245,088Mar 31, 2024
ATOMI FINANCIAL GROUP, INC.0.00%0.02%2,1112,111100.00%224,948Mar 31, 2024
WEDMONT PRIVATE CAPITAL0.00%0.02%2,0722,072100.00%231,235Mar 31, 2024
INTEGRATED ADVISORS NETWORK LLC0.00%0.01%2,0612,061100.00%219,621Mar 31, 2024
ARGENT TRUST CO0.00%0.01%2,0442,044100.00%217,809Mar 31, 2024
JUPITER WEALTH MANAGEMENT LLC0.00%0.13%2,0002,000100.00%243,780Mar 31, 2024
RAYMOND JAMES TRUST N.A.0.00%0.01%1,9881,988100.00%211,844Mar 31, 2024
FUKOKU MUTUAL LIFE INSURANCE CO0.00%0.02%1,9331,933100.00%205,980Mar 31, 2024
ELLEVEST, INC.0.00%0.01%1,9281,928100.00%205,448Mar 31, 2024
AVESTAR CAPITAL, LLC0.00%0.02%1,8871,887100.00%201,079Mar 31, 2024
SYON CAPITAL LLC0.00%0.02%1,8861,886100.00%200,972Mar 31, 2024
HIGHTOWER ADVISORS, LLC0.00%-1,8001,800100.00%23,194Mar 31, 2024
HSBC HOLDINGS PLC0.00%0.00%1,6001,600100.00%170,496Mar 31, 2024
GEOWEALTH MANAGEMENT, LLC0.00%0.01%1,3741,374100.00%146,413,000Mar 31, 2024
0.00%0.02%1,1621,162100.00%146,029Mar 31, 2024
FIDELIS CAPITAL PARTNERS, LLC0.00%0.14%1,1321,132100.00%1,232,325Mar 31, 2024
ROBERTS CAPITAL ADVISORS, LLC0.00%0.11%1,0671,067100.00%113,700Mar 31, 2024
BNP PARIBAS0.00%0.01%1,0171,017100.00%108,508Mar 31, 2024
JONES FINANCIAL COMPANIES LLLP0.00%0.00%940940100.00%100,166Mar 31, 2024
FRANK, RIMERMAN ADVISORS LLC0.00%0.01%701701100.00%74,699Mar 31, 2024
MATHER GROUP, LLC.0.00%0.00%576576100.00%57,284,000Mar 31, 2024
PISCATAQUA SAVINGS BANK0.00%0.05%550550100.00%58,608,000Mar 31, 2024
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA0.00%0.00%490490100.00%51,186Mar 31, 2024
CONSULTIVA WEALTH MANAGEMENT, CORP.0.00%0.47%475475100.00%50,616Mar 31, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.00%-300300100.00%31,968Mar 31, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%300300100.00%31,968,000Mar 31, 2024
WESTSIDE INVESTMENT MANAGEMENT, INC.0.00%0.01%300300100.00%31,680Mar 31, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC0.00%0.01%290290100.00%30,902,000Mar 31, 2024
CEDAR WEALTH MANAGEMENT, LLC0.00%0.01%290290100.00%30,902Mar 31, 2024
LIFESTEPS FINANCIAL, INC.-0.01%152152100.00%16,197Mar 31, 2024
-0.01%100100100.00%10,885Mar 31, 2024
MEEDER ASSET MANAGEMENT INC-0.00%9898100.00%10,443Mar 31, 2024
SILICON VALLEY CAPITAL PARTNERS-0.00%5858100.00%6,180,000Mar 31, 2024
BENJAMIN EDWARDS INC-0.00%5252100.00%6,000Mar 31, 2024
FIRST PREMIER BANK-0.00%4747100.00%5,000Mar 31, 2024
BLUME CAPITAL MANAGEMENT, INC.-0.00%4545100.00%4,796,000Mar 31, 2024

Moderna's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 2.71M shares, valued at $288.60M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COATUE MANAGEMENT LLC----3,273,052-100.00%-Mar 31, 2024
UNISPHERE ESTABLISHMENT----600,000-100.00%-Mar 31, 2024
CAMBER CAPITAL MANAGEMENT LP----250,000-100.00%-Mar 31, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.----249,453-100.00%-Mar 31, 2024
PARALLAX VOLATILITY ADVISERS, L.P.----96,046-100.00%-Mar 31, 2024
ANDRA AP-FONDEN----92,800-100.00%-Mar 31, 2024
TANG CAPITAL MANAGEMENT LLC----76,700-100.00%-Mar 31, 2024
NATIXIS----49,769-100.00%-Mar 31, 2024
CUTLER GROUP LLC / CA----46,500-100.00%-Mar 31, 2024
SYCOMORE ASSET MANAGEMENT----46,332-100.00%-Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC----35,100-100.00%-Mar 31, 2024
LAURION CAPITAL MANAGEMENT LP----32,800-100.00%-Mar 31, 2024
BLUEFIN CAPITAL MANAGEMENT, LLC----30,200-100.00%-Mar 31, 2024
BANK OF MONTREAL /CAN/----29,800-100.00%-Mar 31, 2024
ACHMEA INVESTMENT MANAGEMENT B.V.----27,763-100.00%-Mar 31, 2024
ARS INVESTMENT PARTNERS, LLC----26,887-100.00%-Mar 31, 2024
IKARIAN CAPITAL, LLC----24,546-100.00%-Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----19,541-100.00%-Mar 31, 2024
EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT----18,111-100.00%-Mar 31, 2024
----16,464-100.00%-Mar 31, 2024
HENNESSY ADVISORS INC----15,400-100.00%-Mar 31, 2024
CLEAR STREET MARKETS LLC----15,200-100.00%-Mar 31, 2024
683 CAPITAL MANAGEMENT, LLC----15,000-100.00%-Mar 31, 2024
HAP TRADING, LLC----14,736-100.00%-Mar 31, 2024
STRATEGIC INVESTMENT ADVISORS / MI----14,587-100.00%-Mar 31, 2024
PALOMA PARTNERS MANAGEMENT CO----13,900-100.00%-Mar 31, 2024
EDGESTREAM PARTNERS, L.P.----11,088-100.00%-Mar 31, 2024
FJ INVESTMENTS, LLC----8,500-100.00%-Mar 31, 2024
BOOTHBAY FUND MANAGEMENT, LLC----8,140-100.00%-Mar 31, 2024
BAMCO INC /NY/----7,500-100.00%-Mar 31, 2024
STEVENS CAPITAL MANAGEMENT LP----7,426-100.00%-Mar 31, 2024
ADVANCED PORTFOLIO MANAGEMENT, LLC----6,014-100.00%-Mar 31, 2024
SHOREPOINT CAPITAL PARTNERS LLC----5,888-100.00%-Mar 31, 2024
AFT, FORSYTH & SOBER, LLC----5,050-100.00%-Mar 31, 2024
HUDSON BAY CAPITAL MANAGEMENT LP----5,000-100.00%-Mar 31, 2024
GROUND SWELL CAPITAL, LLC----4,944-100.00%-Mar 31, 2024
CENTER FOR ASSET MANAGEMENT LLC----4,924-100.00%-Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC----4,603-100.00%-Mar 31, 2024
DIVERSIFIED TRUST CO----4,487-100.00%-Mar 31, 2024
GRANITE BAY WEALTH MANAGEMENT, LLC----4,413-100.00%-Mar 31, 2024
CONNECTUS WEALTH, LLC----4,237-100.00%-Mar 31, 2024
AE WEALTH MANAGEMENT LLC----4,117-100.00%-Mar 31, 2024
DRW SECURITIES, LLC----3,800-100.00%-Mar 31, 2024
ONE RIVER ASSET MANAGEMENT, LLC----2,800-100.00%-Mar 31, 2024
GSA CAPITAL PARTNERS LLP----2,703-100.00%-Mar 31, 2024
NEW VERNON CAPITAL HOLDINGS II LLC----2,623-100.00%-Mar 31, 2024
ORION PORTFOLIO SOLUTIONS, LLC----2,538-100.00%-Mar 31, 2024
ARETE WEALTH ADVISORS, LLC----2,501-100.00%-Mar 31, 2024
OSHER VAN DE VOORDE INVESTMENT MANAGEMENT----2,460-100.00%-Mar 31, 2024
JAMES J. BURNS & COMPANY, LLC----2,425-100.00%-Mar 31, 2024
BELVEDERE TRADING LLC----2,400-100.00%-Mar 31, 2024
BRIDGEFRONT CAPITAL, LLC----2,381-100.00%-Mar 31, 2024
LIFEWORKS ADVISORS, LLC----2,351-100.00%-Mar 31, 2024
INSIGNEO ADVISORY SERVICES, LLC----2,260-100.00%-Mar 31, 2024
CSENGE ADVISORY GROUP----2,228-100.00%-Mar 31, 2024
NOMURA HOLDINGS INC----2,100-100.00%-Mar 31, 2024
FISHER ASSET MANAGEMENT, LLC----2,067-100.00%-Mar 31, 2024
SCIENTECH RESEARCH LLC----2,058-100.00%-Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----2,014-100.00%-Mar 31, 2024
ITAU UNIBANCO HOLDING S.A.----1,478-100.00%-Mar 31, 2024
HIGHTOWER ADVISORS, LLC----1,300-100.00%-Mar 31, 2024
CENTIVA CAPITAL, LP----918-100.00%-Mar 31, 2024
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.----720-100.00%-Mar 31, 2024
ENTRYPOINT CAPITAL, LLC----552-100.00%-Mar 31, 2024
ELKHORN PARTNERS LIMITED PARTNERSHIP----550-100.00%-Mar 31, 2024
QUILTER PLC----400-100.00%-Mar 31, 2024
RATIONAL ADVISORS LLC----357-100.00%-Mar 31, 2024
LONG ISLAND WEALTH MANAGEMENT, INC.----330-100.00%-Mar 31, 2024
FOCUSED WEALTH MANAGEMENT, INC----244-100.00%-Mar 31, 2024
CANTOR FITZGERALD, L. P.----200-100.00%-Mar 31, 2024
VALEO FINANCIAL ADVISORS, LLC----200-100.00%-Mar 31, 2024
TRUVESTMENTS CAPITAL LLC----200-100.00%-Mar 31, 2024
EDGEROCK CAPITAL LLC----194-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----132-100.00%-Mar 31, 2024
BROWN SHIPLEY& CO LTD----95-100.00%-Mar 31, 2024
SYNTAX RESEARCH, INC.----50-100.00%-Mar 31, 2024
TURTLE CREEK WEALTH ADVISORS, LLC----46-100.00%-Mar 31, 2024
IMPACT PARTNERSHIP WEALTH, LLC----43-100.00%-Mar 31, 2024
PINERIDGE ADVISORS LLC----42-100.00%-Mar 31, 2024
DAGCO, INC.----40-100.00%-Mar 31, 2024
ALPHAMARK ADVISORS, LLC----17-100.00%-Mar 31, 2024
FNY INVESTMENT ADVISERS, LLC----15-100.00%-Mar 31, 2024
ROCKBRIDGE INVESTMENT MANAGEMENT, LCC----10-100.00%-Mar 31, 2024
TRADEWINDS CAPITAL MANAGEMENT, LLC----8-100.00%-Mar 31, 2024
PARK PLACE CAPITAL CORP----7-100.00%-Mar 31, 2024
DB FITZPATRICK & CO, INC----6-100.00%-Mar 31, 2024
BANQUE CANTONALE VAUDOISE----5-100.00%-Mar 31, 2024
WINTHROP CAPITAL MANAGEMENT, LLC----5-100.00%-Mar 31, 2024
EVERMAY WEALTH MANAGEMENT LLC----4-100.00%-Mar 31, 2024

Moderna's largest sold out institutional shareholder by shares sold is COATUE MANAGEMENT LLC, sold -3.27M shares, valued at -, as of undefined.

Moderna Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
TAX-MANAGED GROWTH PORTFOLIO1.02%343,592--Dec 31, 2023
DIVIDEND & INCOME FUND0.76%33,200--Dec 31, 2023
Capital Group Growth ETF0.46%178,56538,27927.29%Feb 29, 2024
INVESCO QQQ TRUST, SERIES 10.45%6,973,566466,6497.17%Dec 31, 2023
PARNASSUS FUNDS0.43%644,208--Mar 31, 2024
AGF Investments Trust0.41%-14,418-1,84514.67%Dec 31, 2023
Aspiration Funds0.39%10,68810,688-Dec 31, 2023
Humankind Benefit Corp0.34%7,6361,88232.71%Dec 31, 2023
ALGER FUNDS II0.30%67,844--Jan 31, 2024
ALLIED ASSET ADVISORS FUNDS0.27%3,100--Feb 29, 2024
SCHWARTZ INVESTMENT TRUST0.26%1,490,000--Dec 31, 2023
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.26%33,121--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.22%109,003-211,279-65.97%Dec 31, 2023
RENAISSANCE CAPITAL GREENWICH FUNDS0.19%119,207--Dec 31, 2023
TEKLA LIFE SCIENCES INVESTORS0.19%107,787--Dec 31, 2023
ALGER INSTITUTIONAL FUNDS0.19%48,507--Jan 31, 2024
T. Rowe Price All-Cap Opportunities Fund, Inc.0.18%471,862--Dec 31, 2023
TEKLA HEALTHCARE INVESTORS0.16%182,904--Dec 31, 2023
Clough Global Equity Fund0.12%7,690--Jan 31, 2024
Alger ETF Trust0.12%879--Dec 31, 2023
SCHRODER GLOBAL SERIES TRUST0.12%246246-Jan 31, 2021
VANGUARD SPECIALIZED FUNDS0.12%6,521,472515,0908.58%Jan 31, 2024
GROWTH FUND OF AMERICA0.11%2,682,932--Feb 29, 2024
SPDR S&P 500 ETF TRUST0.10%4,113,066424,33811.50%Dec 31, 2023
Index Funds0.10%877-1,034-54.11%Dec 31, 2023
FRANKLIN FUND ALLOCATOR SERIES0.10%137,078--Jan 31, 2024
SYNTAX ETF TRUST0.09%2,91275735.13%Dec 31, 2023
T. Rowe Price Growth Stock Fund, Inc.0.08%1,118,291--Dec 31, 2023
Nuveen Core Equity Alpha Fund0.08%1,930--Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.08%2,427,822-8,768-0.36%Dec 31, 2023
BlackRock Health Sciences Trust0.08%33,556-2,120-5.94%Dec 31, 2023
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO0.08%13,190--Dec 31, 2023
SELECT SECTOR SPDR TRUST0.08%2,461,638-149,330-5.72%Dec 31, 2023
Engine No. 1 ETF Trust0.08%4,630-262-5.36%Jan 31, 2024
Tema ETF Trust0.07%3,301491.51%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.07%766,866214,64438.87%Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Strategy Fund0.07%759--Mar 31, 2023
Midas Series Trust0.06%2,570--Dec 31, 2023
FIDELITY MT VERNON STREET TRUST0.06%1,771,205229,57414.89%Feb 29, 2024
VANGUARD INDEX FUNDS0.06%27,506,6346,313,35129.79%Dec 31, 2023
VANGUARD WORLD FUND0.05%13,410,297-418,510-3.03%Feb 29, 2024
SPARROW FUNDS0.05%180--Feb 29, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.05%3,054--Dec 31, 2023
CGM TRUST0.05%67,000--Sep 30, 2022
Ark Venture Fund0.05%4,4581,57454.58%Jan 31, 2024
Ark ETF Trust0.04%348,08457,34819.73%Jan 31, 2024
ALGER FUNDS0.04%41,032--Jan 31, 2024
SCHWAB ANNUITY PORTFOLIOS0.04%15,6811971.27%Dec 31, 2023
DSS AMERICAFIRST QUANTITATIVE FUNDS0.04%949--Dec 29, 2023
BlackRock Health Sciences Trust II0.04%108,100--Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Income Fund0.04%1,725--Dec 31, 2023
SHELTON FUNDS0.04%63,9012,5794.21%Feb 29, 2024
TIAA SEPARATE ACCOUNT VA 10.04%8,660--Dec 31, 2023
American Funds Global Insight Fund0.04%78,01623,29642.57%Jan 31, 2024
Clough Global Opportunities Fund0.04%14,260--Jan 31, 2024
Clough Funds Trust0.04%1,450--Jan 31, 2023
FIDELITY PURITAN TRUST0.03%1,829,2711,772,1103100.21%Feb 29, 2024
Gateway Trust0.03%56,102--Dec 31, 2023
BNY MELLON STOCK INDEX FUND, INC.0.03%23,636--Mar 31, 2024
T. Rowe Price Health Sciences Fund, Inc.0.03%165,391--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.03%125,795--Jan 31, 2024
ALGER PORTFOLIOS0.03%12,098--Dec 31, 2023
PUTNAM GLOBAL HEALTH CARE FUND0.03%51,935--Feb 29, 2024
REYNOLDS FUNDS INC0.03%350--Mar 31, 2024
Calvert Responsible Index Series, Inc.0.03%50,605-7,387-12.74%Dec 31, 2023
FIDELITY DESTINY PORTFOLIOS0.03%57,70017,70044.25%Dec 31, 2023
FIDELITY COMMONWEALTH TRUST0.03%88,8481,4571.67%Feb 29, 2024
BAILLIE GIFFORD FUNDS0.03%288,780-34,400-10.64%Dec 29, 2023
FIDELITY CONCORD STREET TRUST0.03%5,285,530133,6242.59%Feb 29, 2024
Fidelity Commonwealth Trust II0.03%167,406--Aug 31, 2023
RYDEX SERIES FUNDS0.02%105,6278,4588.70%Dec 31, 2023
SSGA FUNDS0.02%10,800-900-7.69%Feb 29, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST0.02%37,500--Mar 31, 2024
MASTER ADVANTAGE SMID CAP LLC0.02%2,771--Dec 31, 2020
Natixis ETF Trust II0.02%251--Dec 31, 2023
LAUDUS TRUST0.02%10,043-1,071-9.64%Dec 31, 2023
FIDELITY DEVONSHIRE TRUST0.02%220,600130,600145.11%Jan 31, 2024
DEUTSCHE DWS SECURITIES TRUST0.02%10,406--Feb 29, 2024
GraniteShares ETF Trust0.02%1,116--Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.02%49,196--Dec 31, 2023
Nuveen S&P 500 BuyWrite Income Fund0.02%14,598--Dec 31, 2023
LORD ABBETT RESEARCH FUND INC0.02%18,194--Feb 29, 2024
CONCORDE FUNDS INC0.02%2,200-1,000-31.25%Dec 31, 2023
DEUTSCHE DWS VARIABLE SERIES I0.02%7,807--Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.02%78,730-53,590-40.50%Feb 29, 2024
CORNERSTONE TOTAL RETURN FUND INC0.02%4,600-1,400-23.33%Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.02%1,487,520-415,655-21.84%Jan 31, 2024
SPIRIT OF AMERICA INVESTMENT FUND INC0.02%1,000--Feb 29, 2024
SARATOGA ADVANTAGE TRUST0.02%1,085--Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS IV0.02%18,000--Dec 29, 2023
Tekla Healthcare Opportunities Fund0.02%38,588--Dec 31, 2023
BNY MELLON INDEX FUNDS, INC.0.02%17,774-356-1.96%Jan 31, 2024
T. Rowe Price U.S. Equity Research Fund, Inc.0.02%23,640-1,621-6.42%Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.01%199,32483,07671.46%Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND III0.01%128,200127,10011554.55%Dec 31, 2023
Listed Funds Trust0.01%6,603--Feb 29, 2024
T. Rowe Price Index Trust, Inc.0.01%250,529--Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.01%721,32963,5579.66%Dec 31, 2023
BLACKROCK ADVANTAGE GLOBAL FUND, INC.0.01%3,9083,7061834.65%Dec 31, 2023
Tekla World Healthcare Fund0.01%14,416--Dec 31, 2023

Moderna's largest mutual fund holder by % of total assets is "TAX-MANAGED GROWTH PORTFOLIO", owning 343.59K shares, compromising 1.02% of its total assets.

Moderna Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24630-31.82%
31 Dec, 23924-1.70%
30 Sep, 23940-6.47%
30 Jun, 231,005-5.37%
31 Mar, 231,062-6.02%
31 Dec, 221,13018.45%
30 Sep, 22954-8.18%
30 Jun, 221,039-3.17%
31 Mar, 221,073-8.76%
31 Dec, 211,176-3.61%
30 Sep, 211,22026.03%
30 Jun, 2196815.93%
31 Mar, 218357.74%
31 Dec, 2077529.60%
30 Sep, 2059814.56%
30 Jun, 2052263.64%
31 Mar, 2031991.02%
31 Dec, 1916715.97%
30 Sep, 191441.41%
30 Jun, 1914230.28%
31 Mar, 1910943.42%
31 Dec, 1876-
31 Mar, 101-

As of 31 Mar 24, 630 institutions are holding Moderna's shares, representing a decrease of -31.82% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 24171,194,261-33.29%
31 Dec, 23256,611,8745.74%
30 Sep, 23242,679,218-0.86%
30 Jun, 23244,793,294-8.84%
31 Mar, 23268,542,2248.41%
31 Dec, 22247,707,8860.95%
30 Sep, 22245,374,5290.74%
30 Jun, 22243,578,038-1.62%
31 Mar, 22247,586,6680.69%
31 Dec, 21245,899,2551.57%
30 Sep, 21242,108,8195.96%
30 Jun, 21228,493,8579.69%
31 Mar, 21208,313,1324.73%
31 Dec, 20198,899,180-2.57%
30 Sep, 20204,144,322-6.59%
30 Jun, 20218,553,97911.83%
31 Mar, 20195,430,58312.29%
31 Dec, 19174,046,6233.25%
30 Sep, 19168,575,36717.71%
30 Jun, 19143,211,3683.52%
31 Mar, 19138,336,5203.58%
31 Dec, 18133,559,090-
31 Mar, 109-

Moderna (MRNA) has 171.19M shares outstanding as of 31 Mar 24, down -33.29% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2444.93%0.99%
31 Dec, 2367.35%1.66%
30 Sep, 2363.70%1.58%
30 Jun, 2363.42%1.31%
31 Mar, 2369.57%1.76%
31 Dec, 2262.87%1.59%
30 Sep, 2262.92%1.66%
30 Jun, 2261.51%1.62%
31 Mar, 2261.59%1.65%
31 Dec, 2161.02%1.70%
30 Sep, 2159.93%1.85%
30 Jun, 2156.84%2.10%
31 Mar, 2152.08%1.91%
31 Dec, 2052.20%1.95%
30 Sep, 2051.72%1.57%
30 Jun, 2057.43%1.87%
31 Mar, 2055.35%2.04%
31 Dec, 1952.05%2.00%
30 Sep, 1950.96%2.71%
30 Jun, 1943.40%2.45%
31 Mar, 1942.07%2.55%
31 Dec, 1840.62%-
31 Mar, 10--

As of 31 Mar 24, Moderna is held by 44.93% institutional shareholders, representing a 0.99% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 24299-26.72%
31 Dec, 23408-5.77%
30 Sep, 2343315.47%
30 Jun, 23375-15.92%
31 Mar, 23446-18.91%
31 Dec, 2255048.25%
30 Sep, 22371-17.37%
30 Jun, 22449-14.64%
31 Mar, 22526-14.33%
31 Dec, 21614-13.28%
30 Sep, 2170829.67%
30 Jun, 2154617.67%
31 Mar, 214640.87%
31 Dec, 2046026.37%
30 Sep, 20364-4.46%
30 Jun, 2038162.82%
31 Mar, 20234120.75%
31 Dec, 1910616.48%
30 Sep, 1991-2.15%
30 Jun, 199332.86%
31 Mar, 1970-7.89%
31 Dec, 1876-
31 Mar, 101-

299 institutional shareholders have increased their position in MRNA stock as of 31 Mar 24 compared to 408 in the previous quarter (a -26.72% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 24181-43.96%
31 Dec, 233239.12%
30 Sep, 23296-21.28%
30 Jun, 23376-
31 Mar, 233765.62%
31 Dec, 223561.71%
30 Sep, 223500.86%
30 Jun, 223476.44%
31 Mar, 22326-13.98%
31 Dec, 2137914.16%
30 Sep, 2133230.20%
30 Jun, 2125515.38%
31 Mar, 2122112.76%
31 Dec, 2019640.00%
30 Sep, 2014057.30%
30 Jun, 208978.00%
31 Mar, 205042.86%
31 Dec, 193516.67%
30 Sep, 193036.36%
30 Jun, 1922-4.35%
31 Mar, 1923-
31 Dec, 18--
31 Mar, 10--

181 institutional shareholders have reduced their position in MRNA stock as of 31 Mar 24 compared to 323 in the previous quarter (a -43.96% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24630-31.82%171,194,261-33.29%44.93%0.99%299-26.72%181-43.96%
31 Dec, 23924-1.70%256,611,8745.74%67.35%1.66%408-5.77%3239.12%
30 Sep, 23940-6.47%242,679,218-0.86%63.70%1.58%43315.47%296-21.28%
30 Jun, 231,005-5.37%244,793,294-8.84%63.42%1.31%375-15.92%376-
31 Mar, 231,062-6.02%268,542,2248.41%69.57%1.76%446-18.91%3765.62%
31 Dec, 221,13018.45%247,707,8860.95%62.87%1.59%55048.25%3561.71%
30 Sep, 22954-8.18%245,374,5290.74%62.92%1.66%371-17.37%3500.86%
30 Jun, 221,039-3.17%243,578,038-1.62%61.51%1.62%449-14.64%3476.44%
31 Mar, 221,073-8.76%247,586,6680.69%61.59%1.65%526-14.33%326-13.98%
31 Dec, 211,176-3.61%245,899,2551.57%61.02%1.70%614-13.28%37914.16%
30 Sep, 211,22026.03%242,108,8195.96%59.93%1.85%70829.67%33230.20%
30 Jun, 2196815.93%228,493,8579.69%56.84%2.10%54617.67%25515.38%
31 Mar, 218357.74%208,313,1324.73%52.08%1.91%4640.87%22112.76%
31 Dec, 2077529.60%198,899,180-2.57%52.20%1.95%46026.37%19640.00%
30 Sep, 2059814.56%204,144,322-6.59%51.72%1.57%364-4.46%14057.30%
30 Jun, 2052263.64%218,553,97911.83%57.43%1.87%38162.82%8978.00%
31 Mar, 2031991.02%195,430,58312.29%55.35%2.04%234120.75%5042.86%
31 Dec, 1916715.97%174,046,6233.25%52.05%2.00%10616.48%3516.67%
30 Sep, 191441.41%168,575,36717.71%50.96%2.71%91-2.15%3036.36%
30 Jun, 1914230.28%143,211,3683.52%43.40%2.45%9332.86%22-4.35%
31 Mar, 1910943.42%138,336,5203.58%42.07%2.55%70-7.89%23-
31 Dec, 1876-133,559,090-40.62%-76---
31 Mar, 101-9---1---

Moderna Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell4,488$125.53$563.36K2,007,443
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell2,001$126.62$253.37K2,005,442
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell2,600$127.71$332.04K2,002,842
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell5,711$128.75$735.27K1,997,131
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell200$129.15$25.83K1,996,931
May 17, 2024Hoge Stephenofficer PresidentS-SaleSell15,000$127.49$1.91M1,471,508
May 13, 2024Hoge Stephenofficer PresidentS-SaleSell255$120.96$30.84K1,486,508
May 10, 2024AFEYAN NOUBARdirector-S-SaleSell2,000$120.37$240.74K2,024,931
May 10, 2024AFEYAN NOUBARdirector-S-SaleSell5,004$121.59$608.42K2,019,927
May 10, 2024AFEYAN NOUBARdirector-S-SaleSell7,996$122.07$976.06K2,011,931

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell4,488$125.53$563.36K2,007,443
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell2,001$126.62$253.37K2,005,442
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell2,600$127.71$332.04K2,002,842
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell5,711$128.75$735.27K1,997,131
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell200$129.15$25.83K1,996,931
May 17, 2024Hoge Stephenofficer PresidentS-SaleSell15,000$127.49$1.91M1,471,508
May 13, 2024Hoge Stephenofficer PresidentS-SaleSell255$120.96$30.84K1,486,508
May 13, 2024Hoge Stephenofficer PresidentM-ExemptSell522--1,568
May 10, 2024AFEYAN NOUBARdirector-S-SaleSell2,000$120.37$240.74K2,024,931
May 10, 2024AFEYAN NOUBARdirector-S-SaleSell5,004$121.59$608.42K2,019,927
May 10, 2024AFEYAN NOUBARdirector-S-SaleSell7,996$122.07$976.06K2,011,931
May 07, 2024Berenson Stephendirector-M-ExemptSell732---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell4,488$125.53$563.36K2,007,443
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell2,001$126.62$253.37K2,005,442
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell2,600$127.71$332.04K2,002,842
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell5,711$128.75$735.27K1,997,131
May 17, 2024AFEYAN NOUBARdirector-S-SaleSell200$129.15$25.83K1,996,931
May 17, 2024Hoge Stephenofficer PresidentS-SaleSell15,000$127.49$1.91M1,471,508
May 13, 2024Hoge Stephenofficer PresidentM-ExemptBuy522--1,486,763
May 13, 2024Hoge Stephenofficer PresidentS-SaleSell255$120.96$30.84K1,486,508
May 13, 2024Hoge Stephenofficer PresidentM-ExemptSell522--1,568
May 10, 2024AFEYAN NOUBARdirector-S-SaleSell2,000$120.37$240.74K2,024,931
May 10, 2024AFEYAN NOUBARdirector-S-SaleSell5,004$121.59$608.42K2,019,927
May 10, 2024AFEYAN NOUBARdirector-S-SaleSell7,996$122.07$976.06K2,011,931
May 07, 2024Berenson Stephendirector-M-ExemptBuy732--22,203
May 07, 2024Berenson Stephendirector-A-AwardBuy7,557$122.13$922.94K7,557
May 07, 2024Berenson Stephendirector-M-ExemptSell732---
May 07, 2024Nader Francoisdirector-A-AwardBuy7,557$122.13$922.94K7,557
May 07, 2024SAGAN PAULdirector-A-AwardBuy7,557$122.13$922.94K7,557
May 07, 2024Tallett Elizabeth Edirector-A-AwardBuy7,557$122.13$922.94K7,557
May 07, 2024Horning Sandradirector-A-AwardBuy5,668$122.13$692.23K5,668
May 07, 2024Horning Sandradirector-A-AwardBuy979--979

The last insider sell of Moderna's stock was made by AFEYAN NOUBAR on May 17 2024, selling 4,488 shares at $125.53 per share (valued at $563.36K).

Moderna Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024143935.90%
Q1 2024223857.89%
Q4 202372924.14%
Q3 202376510.77%
Q2 20233215021.33%
Q1 20232717215.70%
Q4 20223322514.67%
Q3 20222723211.64%
Q2 20224822521.33%
Q1 20223916224.07%
Q4 20216321828.90%
Q3 20215622624.78%
Q2 202110733332.13%
Q1 20217345216.15%
Q4 20204530114.95%
Q3 20206733020.30%
Q2 20204527916.13%
Q1 20201711414.91%
Q4 201983423.53%
Q3 20191333.33%

14 total buy trades, and 39 total sell trades (buy/sell ratio of 0.36%) were made by Moderna's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-35-
Q1 2024-29-
Q4 2023-22-
Q3 2023-59-
Q2 2023-115-
Q1 2023-140-
Q4 2022-182-
Q3 2022-176-
Q2 2022-170-
Q1 2022-109-
Q4 2021-125-
Q3 2021-135-
Q2 2021-229-
Q1 2021-375-
Q4 2020-238-
Q3 2020-246-
Q2 2020-237-
Q1 202011060.94%
Q4 2019-28-
Q3 2019-1-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 35 open market sell trades of Moderna's stocks.

Moderna Peer Ownership


TickerCompany
CWBRCohBar, Inc.
DNAGinkgo Bioworks Holdings, Inc.
ELEVElevation Oncology, Inc.
NTLAIntellia Therapeutics, Inc.
VRTXVertex Pharmaceuticals Incorporated
OCEAOcean Biomedical, Inc.
EDITEditas Medicine, Inc.
AVROAVROBIO, Inc.
ENVBEnveric Biosciences, Inc.
BEAMBeam Therapeutics Inc.
HEPAHepion Pharmaceuticals, Inc.
NVAXNovavax, Inc.
KRYSKrystal Biotech, Inc.
CVACCureVac N.V.

MRNA Ownership FAQ


Moderna is owned by institutional shareholders (44.93%), insiders (9.58%), and public (45.49%). The largest institutional shareholder of Moderna is BAILLIE GIFFORD & CO (11.72% of total shares) and the top mutual fund owner is TAX-MANAGED GROWTH PORTFOLIO (1.02% of total shares).

Moderna's major institutional shareholders are BAILLIE GIFFORD & CO, VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, and FMR LLC. The top five shareholders own together 35.99% of the company's share outstanding.

As of Mar 2024, there are 630 institutional shareholders of Moderna.

BAILLIE GIFFORD & CO owns 44.66M shares of Moderna, representing 11.72% of the company's total shares outstanding, valued at $4.76B (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 39.04M shares of Moderna (MRNA), compromising 10.25% of the company, valued at $4.16B.

BLACKROCK INC is the third largest holder of Moderna. The company owns 25.4M of the company's shares outstanding (worth $2.71B).