Moderna Inc (MRNA) Ownership

39.39 ↓0.17 (-0.43%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Baillie Gifford & Co Limited. is the biggest individual institutional holder of Moderna Inc (MRNA), owning a total of 42.5 million shares. Combined, the top 31 institutional holders of MRNA own 67.62% of the company with a total of 260 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders decreased their combined ownership of MRNA by 5.4 million shares. 11 institutions bought 6,997,769 total additional shares and increased their ownership by an average of 22.11%. However 6 institutions sold 12,350,174 total shares and decreased their ownership by an average of 18.99%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Moderna decreased by a net total of -5,352,405 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Baillie Gifford & Co Limited.	11.033%	-2.281%	42,458,083	-990,958	2024-09-30
Vanguard Group Inc	10.453%	1.677%	40,226,214	663,418	2024-09-30
FMR Inc	4.517%	-17.859%	17,382,165	-3,779,120	2024-09-30
State Street Corp	4.378%	12.136%	16,847,212	1,823,276	2024-09-30
Theleme Partners LLP	1.878%	0.000%	7,226,861	0	2024-09-30
Geode Capital Management, LLC	1.837%	2.585%	7,069,580	178,115	2024-09-30
Wellington Management Company LLP	1.358%	20.982%	5,224,685	906,114	2024-09-30
Flagship Ventures Management, Inc.	1.204%	0.000%	4,632,149	0	2024-09-30
Amvescap Plc.	1.046%	58.511%	4,026,604	1,486,333	2024-09-30
UBS Asset Mgmt Americas Inc	1.011%	0.512%	3,890,812	19,819	2024-09-30
Morgan Stanley - Brokerage Accounts	0.912%	-64.955%	3,509,089	-6,503,951	2024-09-30
Goldman Sachs Group Inc	0.878%	-19.298%	3,377,848	-807,710	2024-09-30
Banque Pictet & Cie SA	0.820%	0.031%	3,155,399	970	2024-09-30
Manufacturers Life Insurance Co	0.799%	6.181%	3,073,934	178,939	2024-09-30
Northern Trust Corp	0.677%	-8.280%	2,604,183	-235,084	2024-09-30
Legal & General Group PLC	0.671%	-1.275%	2,583,180	-33,351	2024-09-30
UBS Group AG	0.590%	109.762%	2,269,128	1,187,367	2024-09-30
JPMorgan Chase & Co	0.579%	26.774%	2,227,044	470,336	2024-09-30
Charles Schwab Investment Management Inc	0.554%	4.053%	2,132,777	83,082	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Baillie Gifford & Co Limited.	11.033%	-2.281%	42,458,083	-990,958	2024-09-30
Vanguard Group Inc	10.453%	1.677%	40,226,214	663,418	2024-09-30
BlackRock Inc	6.643%	0.655%	25,562,321	166,443	2024-06-30
OFI Invest Asset Management	5.623%	0.000%	21,434,153	21,434,153	2023-03-31
FMR Inc	4.517%	-17.859%	17,382,165	-3,779,120	2024-09-30
State Street Corp	4.378%	12.136%	16,847,212	1,823,276	2024-09-30
State Street Corporation	3.760%	-1.174%	14,452,035	-171,688	2024-03-31
Theleme Partners LLP	1.878%	0.000%	7,226,861	0	2024-09-30
Geode Capital Management, LLC	1.837%	2.585%	7,069,580	178,115	2024-09-30
Wellington Management Company LLP	1.358%	20.982%	5,224,685	906,114	2024-09-30
Flagship Ventures Management, Inc.	1.204%	0.000%	4,632,149	0	2024-09-30
Amvescap Plc.	1.046%	58.511%	4,026,604	1,486,333	2024-09-30
UBS Asset Mgmt Americas Inc	1.011%	0.512%	3,890,812	19,819	2024-09-30
Capital World Investors	0.953%	0.522%	3,667,171	19,054	2024-06-30
Morgan Stanley - Brokerage Accounts	0.912%	-64.955%	3,509,089	-6,503,951	2024-09-30
Goldman Sachs Group Inc	0.878%	-19.298%	3,377,848	-807,710	2024-09-30
NORGES BANK	0.871%	-4.123%	3,350,793	-144,081	2024-06-30
Coatue Management LLC	0.854%	-33.333%	3,273,052	-1,636,526	2023-12-31
Banque Pictet & Cie SA	0.820%	0.031%	3,155,399	970	2024-09-30
Manufacturers Life Insurance Co	0.799%	6.181%	3,073,934	178,939	2024-09-30
T. Rowe Price Associates, Inc.	0.708%	-57.647%	2,729,003	-3,714,406	2022-12-31
Pictet Asset Manangement SA	0.682%	45.853%	2,621,637	824,187	2024-03-31
Northern Trust Corp	0.677%	-8.280%	2,604,183	-235,084	2024-09-30
Legal & General Group PLC	0.671%	-1.275%	2,583,180	-33,351	2024-09-30
Deutsche Bank AG	0.592%	12.695%	2,273,614	256,121	2022-09-30
Bank of New York Mellon Corp	0.590%	-1.528%	2,270,748	-35,228	2024-06-30
UBS Group AG	0.590%	109.762%	2,269,128	1,187,367	2024-09-30
JPMorgan Chase & Co	0.579%	26.774%	2,227,044	470,336	2024-09-30
Dimensional Fund Advisors, Inc.	0.583%	-13.377%	2,217,516	-342,438	2023-06-30
Renaissance Technologies Corp	0.569%	-42.796%	2,184,141	-1,634,039	2022-06-30
Charles Schwab Investment Management Inc	0.554%	4.053%	2,132,777	83,082	2024-09-30

Mutual Fund Ownership

Performer (AFRIS) is the biggest individual fund holder of Moderna Inc (MRNA), owning a total of 47.6 million shares. Combined, the top 36 mutual fund holders of MRNA own 52.43% of the company with a total of 201.4 million shares.

In the latest ownership report on November 30th 2024, the top 36 fund holders increased their combined ownership of MRNA by 59 thousand shares. 2 funds bought 63,190 total additional shares and increased their ownership by an average of 1.02%. However 1 funds sold 4,158 total shares and decreased their ownership by an average of 0.17%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Moderna increased by a net total of 59,032 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.087%	0.594%	4,181,544	24,676	2024-11-30
iShares Core S&P 500 ETF	0.994%	0.000%	3,823,982	0	2024-11-30
SPDR® S&P Biotech ETF	0.704%	1.443%	2,707,413	38,514	2024-11-30
The Health Care Select Sector SPDR® ETF	0.642%	-0.168%	2,470,246	-4,158	2024-11-30
iShares Biotechnology ETF	0.607%	0.000%	2,336,218	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	12.382%	0.000%	47,597,385	47,597,385	2024-02-29
Vanguard Total Stock Mkt Idx Inv	2.846%	-0.374%	10,950,457	-41,120	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.656%	1.792%	10,110,112	177,953	2023-03-31
Vanguard Institutional 500 Index Trust	2.329%	1.172%	8,963,456	103,846	2024-10-31
Scottish Mortgage Ord	2.243%	0.000%	8,630,782	0	2024-10-31
Vanguard International Growth Inv	2.223%	0.000%	8,556,178	0	2024-09-30
Vanguard 500 Index Investor	2.063%	0.564%	7,849,807	43,990	2023-07-31
Invesco QQQ Trust	1.983%	0.089%	7,629,192	6,754	2024-11-29
Vanguard Mid Cap Index Institutional	1.907%	0.182%	7,339,969	13,327	2024-10-31
Fidelity Growth Compy Commingled Pl S	1.546%	4.022%	5,950,515	230,098	2024-10-31
Fidelity Growth Compy Commingled Pl O	1.422%	9.256%	5,466,388	463,100	2024-08-31
Vanguard Health Care Inv	1.197%	21.665%	4,605,515	820,098	2024-09-30
Fidelity Growth Company Fund	1.127%	2.780%	4,336,490	117,300	2024-10-31
SPDR® S&P 500® ETF Trust	1.087%	0.594%	4,181,544	24,676	2024-11-30
Fidelity 500 Index	1.079%	-0.164%	4,151,535	-6,821	2024-10-31
Vanguard Growth Index Investor	1.052%	0.636%	4,046,767	25,566	2024-10-31
SPDR® S&P 500 ETF Trust	1.033%	0.702%	3,958,421	27,580	2024-05-30
iShares Core S&P 500 ETF	0.994%	0.000%	3,823,982	0	2024-11-30
Fidelity® 500 Index	0.998%	1.266%	3,803,334	47,558	2023-09-30
AF High Growth (AFRIS)	0.941%	0.000%	3,617,838	3,617,838	2024-02-29
Vanguard US Growth Investor	0.817%	5.366%	3,143,999	160,108	2024-09-30
Baillie Gifford US Equity Growth	0.799%	-2.269%	3,072,649	-71,350	2024-10-31
SPDR® S&P Biotech ETF	0.704%	1.443%	2,707,413	38,514	2024-11-30
Capital Group Growth Fnd of Amer Comp	0.698%	0.000%	2,682,932	0	2024-03-31
UBS: Global Equity	0.653%	0.000%	2,514,274	0	2024-06-30
Health Care Select Sector SPDR® ETF	0.651%	-0.501%	2,490,638	-12,544	2024-03-31
The Health Care Select Sector SPDR® ETF	0.642%	-0.168%	2,470,246	-4,158	2024-11-30
Vanguard Mid-Cap Growth ETF	0.635%	0.264%	2,442,730	6,424	2024-10-31
iShares Biotechnology ETF	0.607%	0.000%	2,336,218	0	2024-11-30
American Funds Growth Fund of Amer A	0.583%	-16.417%	2,242,486	-440,446	2024-06-30
Vanguard Institutional Index I	0.572%	-0.400%	2,185,168	-8,765	2024-02-29
T. Rowe Price Health Sciences	0.428%	6.817%	1,645,146	104,985	2022-09-30
State St S&P 500® Indx SL Cl III	0.420%	0.381%	1,605,435	6,100	2024-02-29
Baillie Gifford American B Inc	0.389%	2.128%	1,481,743	30,872	2023-04-30
BB Biotech AG Ord	0.385%	-0.605%	1,466,075	-8,925	2023-09-30
American Funds IS® Growth 1	0.344%	3.187%	1,312,374	40,536	2023-09-30