Moderna Ownership | Who Owns Moderna?
Moderna Ownership Summary
Moderna is owned by 66.90% institutional investors, 9.52% insiders, and 23.57% retail investors. Douglas lane & associates is the largest institutional shareholder, holding 0.20% of MRNA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.82% of its assets in Moderna shares.
MRNA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Moderna | 66.90% | 9.52% | 23.57% |
| Sector | Healthcare Stocks | 88.01% | 8.90% | 3.09% |
| Industry | Biotech Stocks | 109.70% | 8.77% | -18.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Douglas lane & associates | 773.80K | 0.20% | $32.17M |
| Sumitomo mitsui trust | 755.69K | 0.20% | $31.42M |
| Abrdn | 315.91K | 0.08% | $12.84M |
| Van eck associates | 263.41K | 0.07% | $10.95M |
| Vontobel | 258.37K | 0.07% | $10.74M |
| Dekabank deutsche girozentrale | 220.25K | 0.06% | $8.76M |
| Washington university | 150.00K | 0.04% | $6.24M |
| Asset management one | 123.05K | 0.03% | $4.94M |
| Swedbank ab | 94.69K | 0.02% | $3.94M |
| Quattro financial advisors | 84.60K | 0.02% | $3.44M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Washington university | 150.00K | 5.31% | $6.24M |
| Quattro financial advisors | 84.60K | 0.89% | $3.44M |
| Green alpha advisors | 16.90K | 0.56% | $702.70K |
| Douglas lane & associates | 773.80K | 0.45% | $32.17M |
| Apeiron capital | 27.11K | 0.42% | $1.13M |
| Tobam | 25.55K | 0.32% | $1.06M |
| China universal asset management | 82.40K | 0.32% | $3.43M |
| Neumann advisory hong kong | 21.29K | 0.26% | $885.00K |
| Willner & heller | 7.02K | 0.26% | $291.89K |
| Profit investment management | 6.79K | 0.23% | $282.16K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Douglas lane & associates | 773.80K | 0.45% | 298.71K |
| Vontobel | 258.37K | 0.04% | 142.28K |
| Abrdn | 315.91K | 0.02% | 69.36K |
| Quattro financial advisors | 84.60K | 0.89% | 22.50K |
| Spire wealth management | 23.22K | 0.03% | 22.19K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sumitomo mitsui trust | 755.69K | 0.02% | -858.62K |
| International assets investment management | - | - | -319.51K |
| Ninety one uk | - | - | -68.28K |
| Factory mutual insurance | - | - | -41.00K |
| Kbc group nv | 43.40K | 0.01% | -38.94K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Everett harris & co /ca/ | 6.60K | 0.00% | 6.60K | $274.51K |
| Xy capital | 277.00 | 0.01% | 277.00 | $11.52K |
| Golden state wealth management | 146.00 | 0.00% | 146.00 | $6.07K |
| Synergy asset management | 86.00 | 0.00% | 86.00 | $5.75K |
| Modus advisors | 84.00 | 0.00% | 84.00 | $3.49K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Thompson investment management | -2.00 |
| Strengthening families & communities | -6.00 |
| Jackson, grant investment advisers | -8.00 |
| Atticus wealth management | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 853 | -17.02% | 257,576,845 | -1.79% | 66 | 1.42% | 321 | -31.41% | 319 | 5.28% |
| Jun 30, 2024 | 1,028 | 6.09% | 262,270,346 | 1.07% | 68 | 1.49% | 468 | 6.61% | 303 | 1.68% |
| Mar 31, 2024 | 969 | 1.89% | 259,490,653 | 0.92% | 67 | 1.50% | 439 | 6.30% | 298 | -11.31% |
| Dec 31, 2023 | 951 | -0.94% | 257,131,574 | 4.31% | 67 | 1.61% | 413 | -5.49% | 336 | 10.16% |
| Sep 30, 2023 | 960 | -6.34% | 246,516,802 | -0.60% | 64 | 1.53% | 437 | 15.30% | 305 | -20.57% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 10.87M | 2.82% | 9.91K |
| Vanguard Institutional 500 Index Trust | 9.17M | 2.38% | 79.42K |
| Scottish Mortgage Ord | 8.63M | 2.24% | - |
| Vanguard International Growth Inv | 8.56M | 2.22% | - |
| Invesco QQQ Trust | 7.63M | 1.98% | - |
| Vanguard Mid Cap Index Institutional | 7.44M | 1.93% | 66.60K |
| Fidelity Growth Compy Commingled Pl S | 6.07M | 1.58% | 118.01K |
| Vanguard Health Care Inv | 4.61M | 1.20% | 820.10K |
| Fidelity Growth Company Fund | 4.45M | 1.16% | 114.03K |
| SPDR® S&P 500® ETF Trust | 4.25M | 1.10% | 31.84K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 09, 2024 | Klinger Shannon Thyme | Chief Legal Officer | Sell | $23.64K |
| Dec 03, 2024 | Klinger Shannon Thyme | Chief Legal Officer | Sell | $4.85K |
| Dec 03, 2024 | Hoge Stephen | President | Sell | $13.60K |
| Nov 29, 2024 | Mock James M | Chief Financial Officer | Sell | $60.76K |
| Nov 29, 2024 | Klinger Shannon Thyme | Chief Legal Officer | Sell | $60.67K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 8 |
| 2024 Q3 | - | 29 |
| 2024 Q2 | - | 108 |
| 2024 Q1 | - | 29 |
| 2023 Q4 | - | 22 |
MRNA Ownership FAQ
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