Moderna Ownership 2024 | Who Owns Moderna Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

68.36%

Insider Ownership

9.52%

Retail Ownership

22.12%

Institutional Holders

1.00K

Moderna Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BAILLIE GIFFORD & CO	11.37%	4.02%	43,449,041	-1,206,776	-2.70%	5,159,573,619	Jun 30, 2024
VANGUARD GROUP INC	10.36%	0.09%	39,562,796	525,924	1.35%	4,698,082,025	Jun 30, 2024
BLACKROCK INC.	6.69%	0.07%	25,562,321	166,443	0.66%	3,035,525,594	Jun 30, 2024
FMR LLC	5.54%	0.16%	21,161,285	7,561,448	55.60%	2,512,902,522	Jun 30, 2024
STATE STREET CORP	3.93%	0.08%	15,023,936	571,901	3.96%	1,784,092,400,000	Jun 30, 2024
THELEME PARTNERS LLP	1.89%	41.17%	7,226,861	-94,936	-1.30%	858,189,744	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.80%	0.07%	6,891,465	140,986	2.09%	815,904,627	Jun 30, 2024
MORGAN STANLEY	1.31%	0.05%	5,006,520	-487,445	-8.87%	594,524,577	Jun 30, 2024
FLAGSHIP PIONEERING INC.	1.21%	65.22%	4,632,149	-5,033,889	-52.08%	550,067,694	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	1.13%	0.09%	4,318,571	-1,286,132	-22.95%	512,830,305	Jun 30, 2024
GOLDMAN SACHS GROUP INC	1.10%	0.08%	4,185,558	255,646	6.51%	497,034,917	Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC	1.01%	0.13%	3,870,993	197,950	5.39%	459,680,421	Jun 30, 2024
CAPITAL WORLD INVESTORS	0.96%	0.07%	3,667,171	19,054	0.52%	435,476,595	Jun 30, 2024
NORGES BANK	0.88%	0.06%	3,350,793	3,350,793	100.00%	397,906,669	Jun 30, 2024
BANQUE PICTET & CIE SA	0.83%	3.39%	3,154,429	-7,300	-0.23%	374,588,444	Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.76%	0.32%	2,894,995	-583,417	-16.77%	343,780,656	Jun 30, 2024
NORTHERN TRUST CORP	0.74%	0.06%	2,839,267	-29,687	-1.03%	337,162,957,000	Jun 30, 2024
LEGAL & GENERAL GROUP PLC	0.69%	0.07%	2,616,531	-186,341	-6.65%	310,713,066	Jun 30, 2024
INVESCO LTD.	0.67%	0.06%	2,540,271	-229,651	-8.29%	301,657,146	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.59%	0.05%	2,270,748	-35,228	-1.53%	269,651,351	Jun 30, 2024

Moderna's largest institutional shareholder is BAILLIE GIFFORD & CO, holding 11.37% of the company's total share outstanding, currently valued at $5.16B. The top 10 institutional shareholders own together 45.24% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FLAGSHIP PIONEERING INC.	1.21%	65.22%	4,632,149	-5,033,889	-52.08%	550,067,694	Jun 30, 2024
THELEME PARTNERS LLP	1.89%	41.17%	7,226,861	-94,936	-1.30%	858,189,744	Jun 30, 2024
TRIATOMIC MANAGEMENT LP	0.00%	18.39%	5,250	5,250	100.00%	623,438	Jun 30, 2024
WASHINGTON UNIVERSITY	0.04%	8.11%	150,000	-	-	17,812,500	Jun 30, 2024
CRAWFORD FUND MANAGEMENT, LLC	0.04%	4.12%	137,300	8,200	6.35%	16,304,375	Jun 30, 2024
BAILLIE GIFFORD & CO	11.37%	4.02%	43,449,041	-1,206,776	-2.70%	5,159,573,619	Jun 30, 2024
LANCASTER INVESTMENT MANAGEMENT	0.01%	3.61%	46,500	46,500	100.00%	5,522,000	Jun 30, 2024
THELEME PARTNERS LLP	0.00%	3.54%	6,204	-1,433,796	-99.57%	73,691,112	Jun 30, 2024
BANQUE PICTET & CIE SA	0.83%	3.39%	3,154,429	-7,300	-0.23%	374,588,444	Jun 30, 2024
INTRINSIC VALUE PARTNERS, LLC	0.01%	3.33%	26,887	-25	-0.09%	3,192,831	Jun 30, 2024
BELLEVUE GROUP AG	0.41%	3.02%	1,563,735	-147,354	-8.61%	185,693,531	Jun 30, 2024
GEO CAPITAL GESTORA DE RECURSOS LTD	0.01%	3.00%	25,348	-7,658	-23.20%	3,010,000	Jun 30, 2024
MISSION CREEK CAPITAL PARTNERS, INC.	0.02%	2.75%	92,017	89,612	3726.07%	10,927,019	Jun 30, 2024
QUATTRO FINANCIAL ADVISORS LLC	0.02%	2.70%	87,100	-	-	10,343,125	Jun 30, 2024
TELEMARK ASSET MANAGEMENT, LLC	0.07%	2.58%	250,000	-	-	29,687,500	Jun 30, 2024
683 CAPITAL MANAGEMENT, LLC	0.06%	2.17%	242,000	242,000	100.00%	28,737,500	Jun 30, 2024
TITLEIST ASSET MANAGEMENT, LLC	0.03%	1.85%	103,444	3,628	3.63%	12,284,000	Jun 30, 2024
PROVIDENT CO OF THE EMPLOYEES OF THE HEBREW UNIVERSITY LTD	0.00%	1.83%	12,965	22	0.17%	1,539,184	Jun 30, 2024
CADINHA & CO LLC	0.02%	1.81%	82,193	532	0.65%	9,760,419	Jun 30, 2024
PICTET & CIE (EUROPE) SA	0.14%	1.51%	522,626	-1,000	-0.19%	62,061,838	Jun 30, 2024

The largest Moderna shareholder by % of total assets is FLAGSHIP PIONEERING INC.. The company owns 4.63M shares of Moderna (MRNA), representing 65.22% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FMR LLC	5.54%	0.16%	21,161,285	7,561,448	55.60%	2,512,902,522	Jun 30, 2024
NORGES BANK	0.88%	0.06%	3,350,793	3,350,793	100.00%	397,906,669	Jun 30, 2024
FARALLON CAPITAL MANAGEMENT LLC	0.34%	0.73%	1,300,000	1,300,000	100.00%	154,375,000	Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/	0.42%	0.02%	1,599,728	580,531	56.96%	189,968,000	Jun 30, 2024
STATE STREET CORP	3.93%	0.08%	15,023,936	571,901	3.96%	1,784,092,400,000	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.16%	0.03%	603,200	531,200	737.78%	71,630,000	Jun 30, 2024
VANGUARD GROUP INC	10.36%	0.09%	39,562,796	525,924	1.35%	4,698,082,025	Jun 30, 2024
TWIN TREE MANAGEMENT, LP	0.18%	0.19%	699,700	458,000	189.49%	83,089,375	Jun 30, 2024
JPMORGAN CHASE & CO	0.46%	0.02%	1,756,708	315,268	21.87%	208,609,081	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.08%	0.09%	304,256	304,256	100.00%	36,143,843	Jun 30, 2024
LMR PARTNERS LLP	0.08%	0.30%	296,000	276,000	1380.00%	35,150,000	Jun 30, 2024
LMR PARTNERS LLP	0.08%	0.31%	312,100	272,100	680.25%	37,061,875	Jun 30, 2024
NOMURA HOLDINGS INC	0.07%	0.06%	260,300	260,300	100.00%	30,910,625	Jun 30, 2024
GOLDMAN SACHS GROUP INC	1.10%	0.08%	4,185,558	255,646	6.51%	497,034,917	Jun 30, 2024
BARCLAYS PLC	0.07%	0.01%	272,700	252,700	1263.50%	32,383,000	Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.	0.07%	0.06%	252,453	252,453	100.00%	29,978,794	Jun 30, 2024
NATIXIS	0.06%	0.17%	246,806	246,806	100.00%	29,308,213	Jun 30, 2024
TWINBEECH CAPITAL LP	0.06%	0.58%	246,518	246,518	100.00%	29,274,013	Jun 30, 2024
683 CAPITAL MANAGEMENT, LLC	0.06%	2.17%	242,000	242,000	100.00%	28,737,500	Jun 30, 2024
MAN GROUP PLC	0.07%	0.08%	255,735	232,673	1008.90%	30,368,531	Jun 30, 2024

As of Jun 30 2024, Moderna's largest institutional buyer is FMR LLC. The company purchased 7.56M stocks of MRNA, valued at $2.51B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FLAGSHIP PIONEERING INC.	1.21%	65.22%	4,632,149	-5,033,889	-52.08%	550,067,694	Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA	0.29%	0.15%	1,114,162	-1,507,475	-57.50%	132,306,738	Jun 30, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	-	-	-	-1,500,000	-100.00%	-	Jun 30, 2024
THELEME PARTNERS LLP	0.00%	3.54%	6,204	-1,433,796	-99.57%	73,691,112	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	1.13%	0.09%	4,318,571	-1,286,132	-22.95%	512,830,305	Jun 30, 2024
BAILLIE GIFFORD & CO	11.37%	4.02%	43,449,041	-1,206,776	-2.70%	5,159,573,619	Jun 30, 2024
MATRIX CAPITAL MANAGEMENT COMPANY, LP	-	-	-	-730,000	-100.00%	-	Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.76%	0.32%	2,894,995	-583,417	-16.77%	343,780,656	Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS	0.02%	0.00%	78,116	-559,020	-87.74%	9,276,275	Jun 30, 2024
MORGAN STANLEY	1.31%	0.05%	5,006,520	-487,445	-8.87%	594,524,577	Jun 30, 2024
AFFINITY ASSET ADVISORS, LLC	-	-	-	-400,000	-100.00%	-	Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.	0.02%	0.07%	59,406	-384,447	-86.62%	7,054,463	Jun 30, 2024
KBC GROUP NV	0.04%	0.05%	138,643	-380,888	-73.31%	16,464,000	Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC	-	-	-	-330,805	-100.00%	-	Jun 30, 2024
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	-	-	-	-306,480	-100.00%	-	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.02%	0.05%	82,484	-298,938	-78.37%	9,995,411	Jun 30, 2024
CREDIT AGRICOLE S A	0.00%	0.00%	7,344	-292,656	-97.55%	872,100	Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.	0.16%	0.21%	596,200	-255,300	-29.98%	70,798,750	Jun 30, 2024
INVESCO LTD.	0.67%	0.06%	2,540,271	-229,651	-8.29%	301,657,146	Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.	0.13%	0.17%	493,400	-221,500	-30.98%	58,591,250	Jun 30, 2024

As of Jun 30 2024, Moderna's biggest institutional seller is FLAGSHIP PIONEERING INC.. The company sold -5.03M shares of MRNA, valued at $550.07M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	0.88%	0.06%	3,350,793	3,350,793	100.00%	397,906,669	Jun 30, 2024
FARALLON CAPITAL MANAGEMENT LLC	0.34%	0.73%	1,300,000	1,300,000	100.00%	154,375,000	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.08%	0.09%	304,256	304,256	100.00%	36,143,843	Jun 30, 2024
TWINBEECH CAPITAL LP	0.06%	0.58%	246,518	246,518	100.00%	29,274,013	Jun 30, 2024
683 CAPITAL MANAGEMENT, LLC	0.06%	2.17%	242,000	242,000	100.00%	28,737,500	Jun 30, 2024
TUDOR INVESTMENT CORP ET AL	0.03%	0.08%	124,335	124,335	100.00%	14,764,781	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.03%	0.08%	117,020	117,020	100.00%	13,896,125	Jun 30, 2024
NINETY ONE UK LTD	0.02%	0.03%	91,877	91,877	100.00%	10,910,394	Jun 30, 2024
TREXQUANT INVESTMENT LP	0.02%	0.16%	89,181	89,181	100.00%	10,590,244	Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD	0.02%	0.50%	77,278	77,278	100.00%	9,176,763	Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC	0.02%	0.34%	77,100	77,100	100.00%	9,155,625	Jun 30, 2024
IMC-CHICAGO, LLC	0.02%	0.01%	76,811	76,811	100.00%	9,121,306	Jun 30, 2024
HUDSON BAY CAPITAL MANAGEMENT LP	0.02%	0.04%	75,000	75,000	100.00%	8,906,250	Jun 30, 2024
VIRTU FINANCIAL LLC	0.02%	0.61%	73,663	73,663	100.00%	8,747,000	Jun 30, 2024
VARMA MUTUAL PENSION INSURANCE CO	0.02%	0.06%	66,947	66,947	100.00%	7,949,956	Jun 30, 2024
NOMURA HOLDINGS INC	0.02%	0.01%	60,000	60,000	100.00%	7,125,000	Jun 30, 2024
HRT FINANCIAL LP	0.01%	0.04%	54,376	54,376	100.00%	6,457,000	Jun 30, 2024
LMR PARTNERS LLP	0.01%	0.05%	53,901	53,901	100.00%	6,400,744	Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)	0.01%	0.07%	52,430	52,430	100.00%	6,226,000	Jun 30, 2024
ENGINEERS GATE MANAGER LP	0.01%	0.14%	51,942	51,942	100.00%	6,168,113	Jun 30, 2024
LANCASTER INVESTMENT MANAGEMENT	0.01%	3.61%	46,500	46,500	100.00%	5,522,000	Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.01%	0.09%	33,987	33,987	100.00%	4,035,956	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.01%	0.02%	30,800	30,800	100.00%	3,657,000	Jun 30, 2024
CAPTION MANAGEMENT, LLC	0.01%	0.05%	30,000	30,000	100.00%	3,562,500	Jun 30, 2024
683 CAPITAL MANAGEMENT, LLC	0.01%	0.26%	28,629	28,629	100.00%	3,399,694	Jun 30, 2024
UBS OCONNOR LLC	0.01%	0.01%	28,000	28,000	100.00%	237,150	Jun 30, 2024
MIZUHO SECURITIES USA LLC	0.01%	0.07%	25,710	25,710	100.00%	3,053,062	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.01%	0.02%	24,400	24,400	100.00%	2,897,000	Jun 30, 2024
MBB PUBLIC MARKETS I LLC	0.01%	0.06%	23,700	23,700	100.00%	2,814,375	Jun 30, 2024
AVAII WEALTH MANAGEMENT, LLC	0.01%	1.47%	22,336	22,336	100.00%	2,652,400	Jun 30, 2024
COWEN AND COMPANY, LLC	0.01%	0.00%	20,000	20,000	100.00%	8,199	Jun 30, 2024
K.J. HARRISON & PARTNERS INC	0.00%	0.31%	15,660	15,660	100.00%	1,859,625	Jun 30, 2024
	0.00%	0.05%	15,455	15,455	100.00%	1,835,263	Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP	0.00%	0.01%	15,309	15,309	100.00%	1,817,944	Jun 30, 2024
CMT CAPITAL MARKETS TRADING GMBH	0.00%	0.02%	15,165	15,165	100.00%	1,801,000	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.00%	0.00%	13,300	13,300	100.00%	1,579,375	Jun 30, 2024
STRATEGIC FINANCIAL CONCEPTS, LLC	0.00%	0.00%	12,478	12,478	100.00%	105,000	Jun 30, 2024
AXIOM ADVISORY, LLC	0.00%	0.02%	12,474	12,474	100.00%	1,578,559	Jun 30, 2024
OMERS ADMINISTRATION CORP	0.00%	0.01%	11,218	11,218	100.00%	1,332,138	Jun 30, 2024
BANQUE PICTET & CIE SA	0.00%	0.01%	10,351	10,351	100.00%	1,229,169	Jun 30, 2024
EISLER CAPITAL (US) LLC	0.00%	0.02%	8,187	8,187	100.00%	972,206	Jun 30, 2024
CHOREO, LLC	0.00%	0.01%	6,904	6,904	100.00%	802,140	Jun 30, 2024
J. SAFRA SARASIN HOLDING AG	0.00%	0.01%	6,805	6,805	100.00%	808,094	Jun 30, 2024
ALMANACK INVESTMENT PARTNERS, LLC.	0.00%	0.12%	6,361	6,361	100.00%	755,369	Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH	0.00%	0.00%	6,100	6,100	100.00%	724,375	Jun 30, 2024
ALPHA DNA INVESTMENT MANAGEMENT LLC	0.00%	0.26%	5,601	5,601	100.00%	665,119	Jun 30, 2024
FRIEDENTHAL FINANCIAL	0.00%	0.40%	5,430	5,430	100.00%	644,813	Jun 30, 2024
TRIATOMIC MANAGEMENT LP	0.00%	18.39%	5,250	5,250	100.00%	623,438	Jun 30, 2024
PEARL RIVER CAPITAL, LLC	0.00%	0.09%	5,006	5,006	100.00%	594,463	Jun 30, 2024
ADAR1 CAPITAL MANAGEMENT, LLC	0.00%	0.11%	5,000	5,000	100.00%	593,750	Jun 30, 2024
MIDWEST PROFESSIONAL PLANNERS, LTD.	0.00%	0.19%	4,776	4,776	100.00%	567,150	Jun 30, 2024
GATEWAY ADVISORY, LLC	0.00%	0.09%	4,222	4,222	100.00%	501,363	Jun 30, 2024
OLD MISSION CAPITAL LLC	0.00%	0.01%	4,165	4,165	100.00%	494,593	Jun 30, 2024
GLADSTONE INSTITUTIONAL ADVISORY LLC	0.00%	0.02%	3,926	3,926	100.00%	466,213	Jun 30, 2024
LPF ADVISORS LLC	0.00%	0.43%	3,883	3,883	100.00%	461,106	Jun 30, 2024
WINTON GROUP LTD	0.00%	0.03%	3,584	3,584	100.00%	425,600	Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP	0.00%	0.00%	3,146	3,146	100.00%	373,588	Jun 30, 2024
CABLE HILL PARTNERS, LLC	0.00%	0.04%	2,981	2,981	100.00%	353,994	Jun 30, 2024
BUCKINGHAM STRATEGIC PARTNERS	0.00%	0.01%	2,805	2,805	100.00%	333,094	Jun 30, 2024
CTC ALTERNATIVE STRATEGIES, LTD.	0.00%	0.14%	2,800	2,800	100.00%	332,500	Jun 30, 2024
SILVER LAKE ADVISORY, LLC	0.00%	0.04%	2,518	2,518	100.00%	299,013	Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP	0.00%	0.06%	2,470	2,470	100.00%	293,313	Jun 30, 2024
HOBBS GROUP ADVISORS, LLC	0.00%	0.11%	2,416	2,416	100.00%	286,884	Jun 30, 2024
PREMIER PATH WEALTH PARTNERS, LLC	0.00%	0.05%	2,380	2,380	100.00%	282,625	Jun 30, 2024
EVERHART FINANCIAL GROUP, INC.	0.00%	0.07%	2,309	2,309	100.00%	274,194	Jun 30, 2024
GRAYPOINT LLC	0.00%	0.02%	2,114	2,114	100.00%	251,038	Jun 30, 2024
EVERGREEN CAPITAL MANAGEMENT LLC	0.00%	0.01%	2,080	2,080	100.00%	247,001	Jun 30, 2024
PERFROMANCE WEALTH PARTNERS, LLC	0.00%	0.01%	2,000	2,000	100.00%	237,500	Jun 30, 2024
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.00%	0.01%	1,990	1,990	100.00%	236,313	Jun 30, 2024
AUSDAL FINANCIAL PARTNERS, INC.	0.00%	0.02%	1,967	1,967	100.00%	233,581	Jun 30, 2024
ALTFEST L J & CO INC	0.00%	0.03%	1,897	1,897	100.00%	225,000	Jun 30, 2024
INTREPID FINANCIAL PLANNING GROUP LLC	0.00%	0.10%	1,875	1,875	100.00%	222,656	Jun 30, 2024
BREAKWATER CAPITAL GROUP	0.00%	0.05%	1,855	1,855	100.00%	220,281	Jun 30, 2024
TRUST POINT INC.	0.00%	0.02%	1,853	1,853	100.00%	220,049	Jun 30, 2024
MIRACLE MILE ADVISORS, LLC	0.00%	0.01%	1,846	1,846	100.00%	219,212	Jun 30, 2024
FORUM FINANCIAL MANAGEMENT, LP	0.00%	0.00%	1,829	1,829	100.00%	217,194	Jun 30, 2024
MEDIOLANUM INTERNATIONAL FUNDS LTD	0.00%	0.00%	1,826	1,826	100.00%	206,567	Jun 30, 2024
PINNACLE WEALTH PLANNING SERVICES, INC.	0.00%	0.03%	1,825	1,825	100.00%	216,719	Jun 30, 2024
SIMON QUICK ADVISORS, LLC	0.00%	0.02%	1,820	1,820	100.00%	216,125	Jun 30, 2024
FULTON BREAKEFIELD BROENNIMAN LLC	0.00%	0.02%	1,810	1,810	100.00%	214,938	Jun 30, 2024
INTERCHANGE CAPITAL PARTNERS, LLC	0.00%	0.08%	1,787	1,787	100.00%	212,211	Jun 30, 2024
APTUS CAPITAL ADVISORS, LLC	0.00%	0.00%	1,779	1,779	100.00%	211,257	Jun 30, 2024
WESTERN WEALTH MANAGEMENT, LLC	0.00%	0.02%	1,774	1,774	100.00%	210,665	Jun 30, 2024
GREAT LAKES ADVISORS, LLC	0.00%	0.00%	1,767	1,767	100.00%	209,831	Jun 30, 2024
PARSONS CAPITAL MANAGEMENT INC/RI	0.00%	0.01%	1,760	1,760	100.00%	209,000	Jun 30, 2024
PROSPERITY CONSULTING GROUP, LLC	0.00%	0.03%	1,748	1,748	100.00%	207,575	Jun 30, 2024
LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.00%	0.07%	1,719	1,719	100.00%	204,131	Jun 30, 2024
TRUST INVESTMENT ADVISORS	0.00%	0.13%	1,718	1,718	100.00%	204,013	Jun 30, 2024
CIM INVESTMENT MANAGEMENT INC	0.00%	0.06%	1,707	1,707	100.00%	202,706	Jun 30, 2024
WEALTHCARE ADVISORY PARTNERS LLC	0.00%	0.01%	1,700	1,700	100.00%	201,875	Jun 30, 2024
	0.00%	0.07%	1,021	1,021	100.00%	121,244	Jun 30, 2024
VISTA PRIVATE WEALTH PARTNERS. LLC	0.00%	0.04%	790	790	100.00%	93,813	Jun 30, 2024
BANK OF NOVA SCOTIA	0.00%	0.00%	471	471	100.00%	55,931	Jun 30, 2024
GFG CAPITAL, LLC	0.00%	0.01%	400	400	100.00%	47,500	Jun 30, 2024
HANSEATIC MANAGEMENT SERVICES INC	0.00%	0.07%	400	400	100.00%	47,500	Jun 30, 2024
ATIKA CAPITAL MANAGEMENT LLC	0.00%	0.47%	400	400	100.00%	4,750,000	Jun 30, 2024
FAMILY FIRM, INC.	0.00%	0.01%	277	277	100.00%	32,894	Jun 30, 2024
HARTFORD FINANCIAL MANAGEMENT INC.	0.00%	0.01%	250	250	100.00%	29,688	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	0.00%	242	242	100.00%	28,738	Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC	0.00%	0.00%	221	221	100.00%	26,244	Jun 30, 2024

Moderna's largest new institutional shareholder by number of shares is NORGES BANK, purchased 3.35M shares, valued at $397.91M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	-	-	-	-1,500,000	-100.00%	-	Jun 30, 2024
MATRIX CAPITAL MANAGEMENT COMPANY, LP	-	-	-	-730,000	-100.00%	-	Jun 30, 2024
AFFINITY ASSET ADVISORS, LLC	-	-	-	-400,000	-100.00%	-	Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC	-	-	-	-330,805	-100.00%	-	Jun 30, 2024
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	-	-	-	-306,480	-100.00%	-	Jun 30, 2024
CREDIT AGRICOLE S A	-	-	-	-134,213	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-119,447	-100.00%	-	Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.	-	-	-	-91,880	-100.00%	-	Jun 30, 2024
FULLERTON FUND MANAGEMENT CO LTD.	-	-	-	-78,060	-100.00%	-	Jun 30, 2024
TB ALTERNATIVE ASSETS LTD.	-	-	-	-59,900	-100.00%	-	Jun 30, 2024
ILLINOIS MUNICIPAL RETIREMENT FUND	-	-	-	-51,791	-100.00%	-	Jun 30, 2024
D. E. SHAW & CO., INC.	-	-	-	-48,022	-100.00%	-	Jun 30, 2024
VALUE STAR ASSET MANAGEMENT (HONG KONG) LTD	-	-	-	-31,249	-100.00%	-	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-24,885	-100.00%	-	Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP	-	-	-	-22,500	-100.00%	-	Jun 30, 2024
BARCLAYS PLC	-	-	-	-20,000	-100.00%	-	Jun 30, 2024
WEISS ASSET MANAGEMENT LP	-	-	-	-13,498	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-13,378	-100.00%	-	Jun 30, 2024
NORDEN GROUP LLC	-	-	-	-12,544	-100.00%	-	Jun 30, 2024
QSEMBLE CAPITAL MANAGEMENT, LP	-	-	-	-11,087	-100.00%	-	Jun 30, 2024
CORTON CAPITAL INC.	-	-	-	-7,787	-100.00%	-	Jun 30, 2024
ROYAL FUND MANAGEMENT, LLC	-	-	-	-7,645	-100.00%	-	Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC	-	-	-	-5,481	-100.00%	-	Jun 30, 2024
ABUNDANCE WEALTH COUNSELORS	-	-	-	-4,863	-100.00%	-	Jun 30, 2024
ABBREA CAPITAL, LLC	-	-	-	-4,760	-100.00%	-	Jun 30, 2024
IPG INVESTMENT ADVISORS LLC	-	-	-	-4,112	-100.00%	-	Jun 30, 2024
SPIDERROCK ADVISORS, LLC	-	-	-	-4,000	-100.00%	-	Jun 30, 2024
STRATOS WEALTH ADVISORS, LLC	-	-	-	-3,592	-100.00%	-	Jun 30, 2024
RIVER & MERCANTILE ASSET MANAGEMENT LLP	-	-	-	-3,539	-100.00%	-	Jun 30, 2024
XR SECURITIES LLC	-	-	-	-3,400	-100.00%	-	Jun 30, 2024
LITTLE HOUSE CAPITAL LLC	-	-	-	-3,089	-100.00%	-	Jun 30, 2024
BEATON MANAGEMENT CO. INC.	-	-	-	-3,050	-100.00%	-	Jun 30, 2024
CV ADVISORS LLC	-	-	-	-2,991	-100.00%	-	Jun 30, 2024
HARTLINE INVESTMENT CORP/	-	-	-	-2,691	-100.00%	-	Jun 30, 2024
BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	-	-	-	-2,691	-100.00%	-	Jun 30, 2024
CORNERSTONE WEALTH MANAGEMENT, LLC	-	-	-	-2,537	-100.00%	-	Jun 30, 2024
ARKADIOS WEALTH ADVISORS	-	-	-	-2,500	-100.00%	-	Jun 30, 2024
DRW SECURITIES, LLC	-	-	-	-2,404	-100.00%	-	Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)	-	-	-	-2,337	-100.00%	-	Jun 30, 2024
VANTAGE CONSULTING GROUP INC	-	-	-	-2,305	-100.00%	-	Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	-	-	-	-2,300	-100.00%	-	Jun 30, 2024
LINCOLN NATIONAL CORP	-	-	-	-2,275	-100.00%	-	Jun 30, 2024
LAKE STREET FINANCIAL LLC	-	-	-	-2,241	-100.00%	-	Jun 30, 2024
TEAM HEWINS, LLC	-	-	-	-2,212	-100.00%	-	Jun 30, 2024
MAYFAIR ADVISORY GROUP, LLC	-	-	-	-2,164	-100.00%	-	Jun 30, 2024
LEVEL FOUR ADVISORY SERVICES, LLC	-	-	-	-2,072	-100.00%	-	Jun 30, 2024
NADLER FINANCIAL GROUP, INC.	-	-	-	-2,070	-100.00%	-	Jun 30, 2024
ARGENT TRUST CO	-	-	-	-2,044	-100.00%	-	Jun 30, 2024
HSBC HOLDINGS PLC	-	-	-	-1,600	-100.00%	-	Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC	-	-	-	-1,132	-100.00%	-	Jun 30, 2024
RAMIREZ ASSET MANAGEMENT, INC.	-	-	-	-1,000	-100.00%	-	Jun 30, 2024
MIROVA	-	-	-	-741	-100.00%	-	Jun 30, 2024
OPTIVER HOLDING B.V.	-	-	-	-483	-100.00%	-	Jun 30, 2024
FIRST MANHATTAN CO. LLC.	-	-	-	-475	-100.00%	-	Jun 30, 2024
ROSENBERG MATTHEW HAMILTON	-	-	-	-407	-100.00%	-	Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC	-	-	-	-290	-100.00%	-	Jun 30, 2024
CENTERPOINT ADVISORS, LLC	-	-	-	-274	-100.00%	-	Jun 30, 2024
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	-	-	-	-234	-100.00%	-	Jun 30, 2024
LIFESTEPS FINANCIAL, INC.	-	-	-	-152	-100.00%	-	Jun 30, 2024
ICA GROUP WEALTH MANAGEMENT, LLC	-	-	-	-70	-100.00%	-	Jun 30, 2024
HOLLENCREST CAPITAL MANAGEMENT	-	-	-	-55	-100.00%	-	Jun 30, 2024
DAVIDSON CAPITAL MANAGEMENT INC.	-	-	-	-50	-100.00%	-	Jun 30, 2024
REGISTER FINANCIAL ADVISORS LLC	-	-	-	-35	-100.00%	-	Jun 30, 2024
BEAR MOUNTAIN CAPITAL, INC.	-	-	-	-30	-100.00%	-	Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.	-	-	-	-21	-100.00%	-	Jun 30, 2024
NORTHWEST INVESTMENT COUNSELORS, LLC	-	-	-	-20	-100.00%	-	Jun 30, 2024
JOHNSON FINANCIAL GROUP, INC.	-	-	-	-20	-100.00%	-	Jun 30, 2024
BLACKSTON FINANCIAL ADVISORY GROUP, LLC	-	-	-	-20	-100.00%	-	Jun 30, 2024
ULLAND INVESTMENT ADVISORS, LLC	-	-	-	-8	-100.00%	-	Jun 30, 2024
WESTEND CAPITAL MANAGEMENT, LLC	-	-	-	-7	-100.00%	-	Jun 30, 2024
COLONIAL TRUST ADVISORS	-	-	-	-7	-100.00%	-	Jun 30, 2024
TFO-TDC, LLC	-	-	-	-1	-100.00%	-	Jun 30, 2024

Moderna's largest sold out institutional shareholder by shares sold is DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN, sold -1.50M shares, valued at -, as of undefined.

Moderna Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
TAX-MANAGED GROWTH PORTFOLIO	0.91%	343,592	-	-	Mar 31, 2024
DIVIDEND & INCOME FUND	0.76%	33,200	-	-	Dec 31, 2023
AGF Investments Trust	0.57%	-10,794	3,624	-25.14%	Mar 31, 2024
Capital Group Growth ETF	0.46%	178,565	38,279	27.29%	Feb 29, 2024
INVESCO QQQ TRUST, SERIES 1	0.45%	7,161,846	188,280	2.70%	Mar 31, 2024
PARNASSUS FUNDS	0.43%	644,208	-	-	Mar 31, 2024
Aspiration Funds	0.41%	15,225	4,537	42.45%	Mar 31, 2024
Humankind Benefit Corp	0.34%	7,636	1,882	32.71%	Dec 31, 2023
ALGER FUNDS II	0.30%	67,844	-	-	Jan 31, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund	0.28%	33,121	-	-	Mar 31, 2024
ALLIED ASSET ADVISORS FUNDS	0.27%	3,100	-	-	Feb 29, 2024
FOXBY CORP.	0.27%	1,520	-	-	Jun 30, 2023
IDX Funds	0.27%	10,397	-	-	Dec 31, 2021
SCHWARTZ INVESTMENT TRUST	0.25%	1,490,000	-	-	Mar 31, 2024
T. Rowe Price All-Cap Opportunities Fund, Inc.	0.25%	471,862	-	-	Mar 31, 2024
TEKLA LIFE SCIENCES INVESTORS	0.22%	103,909	-3,878	-3.60%	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.22%	114,234	5,231	4.80%	Mar 31, 2024
TEKLA HEALTHCARE INVESTORS	0.20%	173,992	-8,912	-4.87%	Mar 31, 2024
ALGER INSTITUTIONAL FUNDS	0.19%	48,507	-	-	Jan 31, 2024
T. Rowe Price Growth Stock Fund, Inc.	0.18%	1,118,291	-	-	Mar 31, 2024
RENAISSANCE CAPITAL GREENWICH FUNDS	0.16%	119,207	-	-	Mar 31, 2024
BlackRock Health Sciences Trust	0.13%	33,556	127	0.38%	Mar 31, 2024
Clough Global Equity Fund	0.12%	7,690	-	-	Jan 31, 2024
Alger ETF Trust	0.12%	879	-	-	Dec 31, 2023
SCHRODER GLOBAL SERIES TRUST	0.12%	246	246	-	Jan 31, 2021
VANGUARD SPECIALIZED FUNDS	0.12%	6,521,472	515,090	8.58%	Jan 31, 2024
GROWTH FUND OF AMERICA	0.11%	2,682,932	-	-	Feb 29, 2024
Nuveen S&P 500 Dynamic Overwrite Fund	0.10%	3,054	-	-	Mar 31, 2024
SPDR S&P 500 ETF TRUST	0.10%	4,026,977	-86,089	-2.09%	Mar 31, 2024
Index Funds	0.10%	860	-17	-1.94%	Mar 31, 2024
FIDELITY DESTINY PORTFOLIOS	0.08%	177,500	119,800	207.63%	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.08%	2,392,936	-34,886	-1.44%	Mar 31, 2024
Engine No. 1 ETF Trust	0.08%	4,630	-262	-5.36%	Jan 31, 2024
VANGUARD INDEX FUNDS	0.08%	32,724,984	5,218,350	18.97%	Mar 31, 2024
Tema ETF Trust	0.07%	3,301	49	1.51%	Feb 29, 2024
SYNTAX ETF TRUST	0.07%	2,305	-607	-20.84%	Mar 31, 2024
SELECT SECTOR SPDR TRUST	0.07%	2,503,182	41,544	1.69%	Mar 31, 2024
Eaton Vance Tax-Managed Buy-Write Strategy Fund	0.07%	759	-	-	Mar 31, 2023
Midas Series Trust	0.06%	2,570	-	-	Dec 31, 2023
FIDELITY MT VERNON STREET TRUST	0.06%	1,771,205	229,574	14.89%	Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.06%	602,298	-164,568	-21.46%	Mar 31, 2024
VANGUARD WORLD FUND	0.05%	13,410,297	-418,510	-3.03%	Feb 29, 2024
Eaton Vance Tax-Managed Buy-Write Income Fund	0.05%	1,725	-	-	Mar 31, 2024
SPARROW FUNDS	0.05%	180	-	-	Feb 29, 2024
T. Rowe Price Health Sciences Fund, Inc.	0.05%	165,391	-	-	Mar 31, 2024
CGM TRUST	0.05%	67,000	-	-	Sep 30, 2022
Ark Venture Fund	0.05%	4,458	1,574	54.58%	Jan 31, 2024
SCHWAB ANNUITY PORTFOLIOS	0.04%	16,487	806	5.14%	Mar 31, 2024
Ark ETF Trust	0.04%	348,084	57,348	19.73%	Jan 31, 2024
ALGER FUNDS	0.04%	41,032	-	-	Jan 31, 2024
DSS AMERICAFIRST QUANTITATIVE FUNDS	0.04%	949	-	-	Dec 29, 2023
BlackRock Health Sciences Trust II	0.04%	107,755	-	-	Mar 31, 2024
DEUTSCHE DWS INVESTMENT TRUST	0.04%	119,785	114,861	2332.68%	Mar 31, 2024
SHELTON FUNDS	0.04%	63,901	2,579	4.21%	Feb 29, 2024
TIAA SEPARATE ACCOUNT VA 1	0.04%	8,254	-406	-4.69%	Mar 31, 2024
American Funds Global Insight Fund	0.04%	78,016	23,296	42.57%	Jan 31, 2024
Clough Global Opportunities Fund	0.04%	14,260	-	-	Jan 31, 2024
Clough Funds Trust	0.04%	1,450	-	-	Jan 31, 2023
FIDELITY PURITAN TRUST	0.03%	1,829,271	1,772,110	3100.21%	Feb 29, 2024
BNY MELLON STOCK INDEX FUND, INC.	0.03%	23,636	-	-	Mar 31, 2024
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO	0.03%	12,594	-596	-4.52%	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.03%	125,795	-	-	Jan 31, 2024
ALGER PORTFOLIOS	0.03%	12,098	-	-	Dec 31, 2023
PUTNAM GLOBAL HEALTH CARE FUND	0.03%	51,935	-	-	Feb 29, 2024
REYNOLDS FUNDS INC	0.03%	350	-	-	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III	0.03%	250,800	122,600	95.63%	Mar 31, 2024
Calvert Responsible Index Series, Inc.	0.03%	50,605	-	-	Mar 31, 2024
FIDELITY COMMONWEALTH TRUST	0.03%	88,848	1,457	1.67%	Feb 29, 2024
Gateway Trust	0.03%	56,102	-	-	Mar 31, 2024
Nuveen Core Equity Alpha Fund	0.03%	1,930	-	-	Mar 31, 2024
BAILLIE GIFFORD FUNDS	0.03%	279,561	-9,219	-3.19%	Mar 28, 2024
CONCORDE FUNDS INC	0.03%	3,200	1,000	45.45%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.03%	5,285,530	133,624	2.59%	Feb 29, 2024
Fidelity Commonwealth Trust II	0.03%	167,406	-	-	Aug 31, 2023
RYDEX SERIES FUNDS	0.02%	105,627	8,458	8.70%	Dec 31, 2023
SSGA FUNDS	0.02%	10,800	-900	-7.69%	Feb 29, 2024
MASTER ADVANTAGE SMID CAP LLC	0.02%	2,771	-	-	Dec 31, 2020
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.	0.02%	49,196	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.02%	886,146	28,641	3.34%	Jan 31, 2024
Nuveen S&P 500 BuyWrite Income Fund	0.02%	14,598	-	-	Mar 31, 2024
FIDELITY DEVONSHIRE TRUST	0.02%	220,600	130,600	145.11%	Jan 31, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST	0.02%	37,500	-	-	Mar 31, 2024
LAUDUS TRUST	0.02%	10,043	-	-	Mar 31, 2024
LORD ABBETT RESEARCH FUND INC	0.02%	18,194	-	-	Feb 29, 2024
CORNERSTONE TOTAL RETURN FUND INC	0.02%	4,600	-	-	Mar 31, 2024
VANGUARD ADMIRAL FUNDS	0.02%	78,730	-53,590	-40.50%	Feb 29, 2024
T. Rowe Price U.S. Equity Research Fund, Inc.	0.02%	22,285	-1,355	-5.73%	Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.02%	1,487,520	-415,655	-21.84%	Jan 31, 2024
SARATOGA ADVANTAGE TRUST	0.02%	1,085	-	-	Feb 29, 2024
BNY MELLON INDEX FUNDS, INC.	0.02%	17,774	-356	-1.96%	Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS IV	0.02%	18,000	-	-	Mar 28, 2024
Tekla Healthcare Opportunities Fund	0.02%	33,474	-5,114	-13.25%	Mar 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS	0.01%	778,826	57,497	7.97%	Mar 31, 2024
Natixis ETF Trust II	0.01%	251	-	-	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.01%	172,110	-27,214	-13.65%	Mar 31, 2024
T. Rowe Price New Horizons Fund, Inc.	0.01%	68,041	-	-	Mar 31, 2024
BLACKROCK ADVANTAGE GLOBAL FUND, INC.	0.01%	3,908	-	-	Mar 31, 2024
M FUND INC	0.01%	5,400	-	-	Mar 31, 2024
NEUBERGER BERMAN EQUITY FUNDS	0.01%	115,000	-	-	Feb 29, 2024
FIDELITY ADVISOR SERIES VII	0.01%	97,800	-	-	Jan 31, 2024

Moderna's largest mutual fund holder by % of total assets is "TAX-MANAGED GROWTH PORTFOLIO", owning 343.59K shares, compromising 0.91% of its total assets.

Moderna Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	1,001	3.62%
31 Mar, 24	966	2.22%
31 Dec, 23	945	-0.94%
30 Sep, 23	954	-6.56%
30 Jun, 23	1,021	-5.46%
31 Mar, 23	1,080	-5.43%
31 Dec, 22	1,142	17.85%
30 Sep, 22	969	-7.80%
30 Jun, 22	1,051	-3.22%
31 Mar, 22	1,086	-8.35%
31 Dec, 21	1,185	-3.66%
30 Sep, 21	1,230	25.77%
30 Jun, 21	978	15.88%
31 Mar, 21	844	7.65%
31 Dec, 20	784	29.16%
30 Sep, 20	607	14.53%
30 Jun, 20	530	63.58%
31 Mar, 20	324	89.47%
31 Dec, 19	171	16.33%
30 Sep, 19	147	0.68%
30 Jun, 19	146	31.53%
31 Mar, 19	111	44.16%
31 Dec, 18	77	-
30 Sep, 11	1	-
31 Mar, 10	1	-

As of 30 Jun 24, 1,001 institutions are holding Moderna's shares, representing an increase of 3.62% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	261,146,062	0.66%
31 Mar, 24	259,437,670	0.96%
31 Dec, 23	256,973,351	5.73%
30 Sep, 23	243,048,486	-1.95%
30 Jun, 23	247,893,402	-9.00%
31 Mar, 23	272,400,372	9.79%
31 Dec, 22	248,108,356	0.79%
30 Sep, 22	246,164,587	0.88%
30 Jun, 22	244,012,365	-1.66%
31 Mar, 22	248,135,422	0.85%
31 Dec, 21	246,039,849	1.33%
30 Sep, 21	242,815,257	6.15%
30 Jun, 21	228,739,293	9.28%
31 Mar, 21	209,314,387	4.86%
31 Dec, 20	199,620,432	-2.50%
30 Sep, 20	204,740,882	-6.58%
30 Jun, 20	219,166,047	11.95%
31 Mar, 20	195,774,893	12.40%
31 Dec, 19	174,173,792	3.32%
30 Sep, 19	168,576,967	17.64%
30 Jun, 19	143,302,002	3.59%
31 Mar, 19	138,336,520	3.56%
31 Dec, 18	133,584,584	-
30 Sep, 11	4,480	-
31 Mar, 10	9	-

Moderna (MRNA) has 261.15M shares outstanding as of 30 Jun 24, up 0.66% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	68.36%	1.48%
31 Mar, 24	67.92%	1.50%
31 Dec, 23	67.27%	1.65%
30 Sep, 23	63.79%	1.51%
30 Jun, 23	65.06%	1.31%
31 Mar, 23	70.57%	1.78%
31 Dec, 22	62.97%	1.76%
30 Sep, 22	59.75%	1.76%
30 Jun, 22	58.24%	1.72%
31 Mar, 22	58.25%	1.58%
31 Dec, 21	60.75%	1.68%
30 Sep, 21	60.10%	1.86%
30 Jun, 21	56.90%	2.08%
31 Mar, 21	52.33%	2.06%
31 Dec, 20	50.41%	1.88%
30 Sep, 20	51.84%	1.54%
30 Jun, 20	58.07%	1.89%
31 Mar, 20	55.46%	2.04%
31 Dec, 19	52.09%	2.01%
30 Sep, 19	50.97%	2.69%
30 Jun, 19	43.53%	2.46%
31 Mar, 19	42.07%	2.55%
31 Dec, 18	40.63%	-
30 Sep, 11	0.00%	-
31 Mar, 10	-	-

As of 30 Jun 24, Moderna is held by 68.36% institutional shareholders, representing a 1.48% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	452	2.73%
31 Mar, 24	440	6.80%
31 Dec, 23	412	-5.29%
30 Sep, 23	435	14.78%
30 Jun, 23	379	-16.70%
31 Mar, 23	455	-17.42%
31 Dec, 22	551	43.49%
30 Sep, 22	384	-13.51%
30 Jun, 22	444	-16.70%
31 Mar, 22	533	-13.61%
31 Dec, 21	617	-12.73%
30 Sep, 21	707	28.55%
30 Jun, 21	550	18.03%
31 Mar, 21	466	0.22%
31 Dec, 20	465	26.36%
30 Sep, 20	368	-4.66%
30 Jun, 20	386	61.51%
31 Mar, 20	239	123.36%
31 Dec, 19	107	15.05%
30 Sep, 19	93	-1.06%
30 Jun, 19	94	32.39%
31 Mar, 19	71	-7.79%
31 Dec, 18	77	-
30 Sep, 11	1	-
31 Mar, 10	1	-

452 institutional shareholders have increased their position in MRNA stock as of 30 Jun 24 compared to 440 in the previous quarter (a 2.73% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	296	-
31 Mar, 24	296	-11.38%
31 Dec, 23	334	10.60%
30 Sep, 23	302	-20.73%
30 Jun, 23	381	-0.26%
31 Mar, 23	382	5.23%
31 Dec, 22	363	4.31%
30 Sep, 22	348	-2.25%
30 Jun, 22	356	8.54%
31 Mar, 22	328	-14.14%
31 Dec, 21	382	13.02%
30 Sep, 21	338	32.03%
30 Jun, 21	256	13.78%
31 Mar, 21	225	13.64%
31 Dec, 20	198	38.46%
30 Sep, 20	143	58.89%
30 Jun, 20	90	87.50%
31 Mar, 20	48	33.33%
31 Dec, 19	36	20.00%
30 Sep, 19	30	30.43%
30 Jun, 19	23	-
31 Mar, 19	23	-
31 Dec, 18	-	-
30 Sep, 11	-	-
31 Mar, 10	-	-

296 institutional shareholders have reduced their position in MRNA stock as of 30 Jun 24 compared to 296 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	1,001	3.62%	261,146,062	0.66%	68.36%	1.48%	452	2.73%	296	-
31 Mar, 24	966	2.22%	259,437,670	0.96%	67.92%	1.50%	440	6.80%	296	-11.38%
31 Dec, 23	945	-0.94%	256,973,351	5.73%	67.27%	1.65%	412	-5.29%	334	10.60%
30 Sep, 23	954	-6.56%	243,048,486	-1.95%	63.79%	1.51%	435	14.78%	302	-20.73%
30 Jun, 23	1,021	-5.46%	247,893,402	-9.00%	65.06%	1.31%	379	-16.70%	381	-0.26%
31 Mar, 23	1,080	-5.43%	272,400,372	9.79%	70.57%	1.78%	455	-17.42%	382	5.23%
31 Dec, 22	1,142	17.85%	248,108,356	0.79%	62.97%	1.76%	551	43.49%	363	4.31%
30 Sep, 22	969	-7.80%	246,164,587	0.88%	59.75%	1.76%	384	-13.51%	348	-2.25%
30 Jun, 22	1,051	-3.22%	244,012,365	-1.66%	58.24%	1.72%	444	-16.70%	356	8.54%
31 Mar, 22	1,086	-8.35%	248,135,422	0.85%	58.25%	1.58%	533	-13.61%	328	-14.14%
31 Dec, 21	1,185	-3.66%	246,039,849	1.33%	60.75%	1.68%	617	-12.73%	382	13.02%
30 Sep, 21	1,230	25.77%	242,815,257	6.15%	60.10%	1.86%	707	28.55%	338	32.03%
30 Jun, 21	978	15.88%	228,739,293	9.28%	56.90%	2.08%	550	18.03%	256	13.78%
31 Mar, 21	844	7.65%	209,314,387	4.86%	52.33%	2.06%	466	0.22%	225	13.64%
31 Dec, 20	784	29.16%	199,620,432	-2.50%	50.41%	1.88%	465	26.36%	198	38.46%
30 Sep, 20	607	14.53%	204,740,882	-6.58%	51.84%	1.54%	368	-4.66%	143	58.89%
30 Jun, 20	530	63.58%	219,166,047	11.95%	58.07%	1.89%	386	61.51%	90	87.50%
31 Mar, 20	324	89.47%	195,774,893	12.40%	55.46%	2.04%	239	123.36%	48	33.33%
31 Dec, 19	171	16.33%	174,173,792	3.32%	52.09%	2.01%	107	15.05%	36	20.00%
30 Sep, 19	147	0.68%	168,576,967	17.64%	50.97%	2.69%	93	-1.06%	30	30.43%
30 Jun, 19	146	31.53%	143,302,002	3.59%	43.53%	2.46%	94	32.39%	23	-
31 Mar, 19	111	44.16%	138,336,520	3.56%	42.07%	2.55%	71	-7.79%	23	-
31 Dec, 18	77	-	133,584,584	-	40.63%	-	77	-	-	-
30 Sep, 11	1	-	4,480	-	0.00%	-	1	-	-	-
31 Mar, 10	1	-	9	-	-	-	1	-	-	-

Moderna Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 13, 2024	Hoge Stephen	officer	President	S-Sale	Sell	254	$84.10	$21.36K	1,442,357
Aug 02, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	4,599	$118.96	$547.11K	2,234,416
Aug 02, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	5,664	$119.84	$678.75K	2,228,752
Aug 02, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	3,428	$120.88	$414.38K	2,225,324
Aug 02, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	1,309	$121.62	$159.20K	2,224,015
Jul 26, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,668	$116.33	$310.36K	2,251,347
Jul 26, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	3,500	$117.25	$410.38K	2,247,847
Jul 26, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	6,832	$118.30	$808.21K	2,241,015
Jul 26, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,000	$119.01	$238.03K	2,239,015
Jul 19, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,601	$120.86	$314.35K	2,266,414
Jul 19, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,100	$121.57	$255.30K	2,264,314
Jul 19, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,900	$122.86	$356.30K	2,261,414
Jul 19, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	6,699	$123.82	$829.48K	2,254,715

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 13, 2024	Hoge Stephen	officer	President	S-Sale	Sell	254	$84.10	$21.36K	1,442,357
Aug 13, 2024	Hoge Stephen	officer	President	M-Exempt	Sell	522	-	-	1,046
Aug 02, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	4,599	$118.96	$547.11K	2,234,416
Aug 02, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	5,664	$119.84	$678.75K	2,228,752
Aug 02, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	3,428	$120.88	$414.38K	2,225,324
Aug 02, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	1,309	$121.62	$159.20K	2,224,015
Jul 26, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,668	$116.33	$310.36K	2,251,347
Jul 26, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	3,500	$117.25	$410.38K	2,247,847
Jul 26, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	6,832	$118.30	$808.21K	2,241,015
Jul 26, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,000	$119.01	$238.03K	2,239,015
Jul 19, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,601	$120.86	$314.35K	2,266,414
Jul 19, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,100	$121.57	$255.30K	2,264,314
Jul 19, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,900	$122.86	$356.30K	2,261,414
Jul 19, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	6,699	$123.82	$829.48K	2,254,715

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 13, 2024	Hoge Stephen	officer	President	M-Exempt	Buy	522	-	-	1,442,611
Aug 13, 2024	Hoge Stephen	officer	President	S-Sale	Sell	254	$84.10	$21.36K	1,442,357
Aug 13, 2024	Hoge Stephen	officer	President	M-Exempt	Sell	522	-	-	1,046
Aug 07, 2024	Rubenstein David M.	director	-	A-Award	Buy	5,051	$83.75	$423.02K	5,051
Aug 07, 2024	Rubenstein David M.	director	-	A-Award	Buy	4,065	$83.75	$340.44K	4,065
Aug 07, 2024	Rubenstein David M.	director	-	A-Award	Buy	850	-	-	850
Aug 07, 2024	Rubenstein David M.	director	-	A-Award	Buy	677	-	-	677
Aug 07, 2024	Rubenstein David M.	director			Buy	-	-	-	-
Aug 02, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	4,599	$118.96	$547.11K	2,234,416
Aug 02, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	5,664	$119.84	$678.75K	2,228,752
Aug 02, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	3,428	$120.88	$414.38K	2,225,324
Aug 02, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	1,309	$121.62	$159.20K	2,224,015
Jul 26, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,668	$116.33	$310.36K	2,251,347
Jul 26, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	3,500	$117.25	$410.38K	2,247,847
Jul 26, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	6,832	$118.30	$808.21K	2,241,015
Jul 26, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,000	$119.01	$238.03K	2,239,015
Jul 19, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,601	$120.86	$314.35K	2,266,414
Jul 19, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,100	$121.57	$255.30K	2,264,314
Jul 19, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	2,900	$122.86	$356.30K	2,261,414
Jul 19, 2024	AFEYAN NOUBAR	director	-	S-Sale	Sell	6,699	$123.82	$829.48K	2,254,715

The last insider sell of Moderna's stock was made by Hoge Stephen on Aug 13 2024, selling 254 shares at $84.10 per share (valued at $21.36K).

Moderna Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	6	23	26.09%
Q2 2024	26	122	21.31%
Q1 2024	22	38	57.89%
Q4 2023	7	29	24.14%
Q3 2023	7	65	10.77%
Q2 2023	32	150	21.33%
Q1 2023	27	172	15.70%
Q4 2022	33	225	14.67%
Q3 2022	27	232	11.64%
Q2 2022	48	225	21.33%
Q1 2022	39	162	24.07%
Q4 2021	63	218	28.90%
Q3 2021	56	226	24.78%
Q2 2021	107	333	32.13%
Q1 2021	73	452	16.15%
Q4 2020	45	301	14.95%
Q3 2020	67	330	20.30%
Q2 2020	45	279	16.13%
Q1 2020	17	114	14.91%
Q4 2019	8	34	23.53%

6 total buy trades, and 23 total sell trades (buy/sell ratio of 0.26%) were made by Moderna's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	21	-
Q2 2024	-	108	-
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 2020	1	106	0.94%
Q4 2019	-	28	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 21 open market sell trades of Moderna's stocks.

Moderna Peer Ownership

Ticker	Company
DNA	Ginkgo Bioworks Holdings, Inc.
CWBR	CohBar, Inc.
VRTX	Vertex Pharmaceuticals Incorporated
CVAC	CureVac N.V.
NTLA	Intellia Therapeutics, Inc.
EDIT	Editas Medicine, Inc.
AVRO	AVROBIO, Inc.
KRYS	Krystal Biotech, Inc.
OCEA	Ocean Biomedical, Inc.
BEAM	Beam Therapeutics Inc.
HEPA	Hepion Pharmaceuticals, Inc.
NVAX	Novavax, Inc.
ELEV	Elevation Oncology, Inc.
ENVB	Enveric Biosciences, Inc.

MRNA Ownership FAQ

Who Owns Moderna?

Moderna is owned by institutional shareholders (68.36%), insiders (9.52%), and public (22.12%). The largest institutional shareholder of Moderna is BAILLIE GIFFORD & CO (11.37% of total shares) and the top mutual fund owner is TAX-MANAGED GROWTH PORTFOLIO (0.91% of total shares).

Who are the major institutional shareholders of Moderna?

Moderna's major institutional shareholders are BAILLIE GIFFORD & CO, VANGUARD GROUP INC, BLACKROCK INC., FMR LLC, and STATE STREET CORP. The top five shareholders own together 37.90% of the company's share outstanding.

How many Moderna shareholders are there?

As of Jun 2024, there are 1,001 institutional shareholders of Moderna.

What percentage of Moderna is owned by BAILLIE GIFFORD & CO?

BAILLIE GIFFORD & CO owns 43.45M shares of Moderna, representing 11.37% of the company's total shares outstanding, valued at $5.16B (as of Jun 2024).

What percentage of Moderna is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 39.56M shares of Moderna (MRNA), compromising 10.36% of the company, valued at $4.7B.

What percentage of Moderna is owned by BLACKROCK INC?

BLACKROCK INC is the third largest holder of Moderna. The company owns 25.56M of the company's shares outstanding (worth $3.04B).