Moderna Inc (MRNA) Ownership

106.18 ↓2.67 (-2.45%)

As of April 25, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Baillie Gifford & Co Limited. is the biggest individual institutional holder of Moderna Inc (MRNA), owning a total of 45.7 million shares. Combined, the top 27 institutional holders of MRNA own 61.34% of the company with a total of 234.8 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of MRNA by 14.8 million shares. 12 institutions bought 18,260,638 total additional shares and increased their ownership by an average of 24.82%. However 7 institutions sold 3,459,964 total shares and decreased their ownership by an average of 10.73%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Moderna increased by a net total of 14,800,674 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.	11.924%	0.012%	45,654,527	5,344	2023-12-31
Vanguard Group Inc	8.856%	22.592%	33,907,072	6,248,623	2023-12-31
BlackRock Inc	6.608%	2.273%	25,301,692	562,306	2023-12-31
State Street Corporation	3.819%	4.820%	14,623,723	672,447	2023-12-31
Goldman Sachs Group Inc	2.378%	121.815%	9,103,252	4,999,265	2023-12-31
Theleme Partners LLP	1.920%	6.551%	7,349,456	451,844	2023-12-31
Wellington Management Company LLP	1.887%	28.773%	7,225,579	1,614,460	2023-12-31
Geode Capital Management, LLC	1.711%	2.096%	6,549,461	134,452	2023-12-31
FMR Inc	1.670%	66.339%	6,393,351	2,549,779	2023-12-31
Morgan Stanley - Brokerage Accounts	1.146%	-17.374%	4,389,108	-922,906	2023-12-31
Capital World Investors	0.948%	-8.527%	3,629,389	-338,342	2023-12-31
Manufacturers Life Insurance Co	0.925%	-8.596%	3,542,967	-333,180	2023-12-31
NORGES BANK	0.913%	-0.097%	3,494,874	-3,393	2023-12-31
Coatue Management LLC	0.855%	-33.333%	3,273,052	-1,636,526	2023-12-31
Banque Pictet & Cie SA	0.819%	-0.293%	3,134,229	-9,198	2023-12-31
UBS Asset Mgmt Americas Inc	0.780%	23.196%	2,985,130	562,058	2023-12-31
Northern Trust Corp	0.776%	0.032%	2,971,996	940	2023-12-31
Amvescap Plc.	0.760%	-6.923%	2,909,609	-216,419	2023-12-31
Legal & General Group PLC	0.739%	19.358%	2,830,894	459,120	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Baillie Gifford & Co Limited.	11.924%	0.012%	45,654,527	5,344	2023-12-31
Vanguard Group Inc	8.856%	22.592%	33,907,072	6,248,623	2023-12-31
BlackRock Inc	6.608%	2.273%	25,301,692	562,306	2023-12-31
OFI Invest Asset Management	5.623%	0.000%	21,434,153	21,434,153	2023-03-31
State Street Corporation	3.819%	4.820%	14,623,723	672,447	2023-12-31
Flagship Ventures Management, Inc.	2.525%	-24.992%	9,666,038	-3,220,705	2023-09-30
Goldman Sachs Group Inc	2.378%	121.815%	9,103,252	4,999,265	2023-12-31
Theleme Partners LLP	1.920%	6.551%	7,349,456	451,844	2023-12-31
Wellington Management Company LLP	1.887%	28.773%	7,225,579	1,614,460	2023-12-31
Geode Capital Management, LLC	1.711%	2.096%	6,549,461	134,452	2023-12-31
FMR Inc	1.670%	66.339%	6,393,351	2,549,779	2023-12-31
Morgan Stanley - Brokerage Accounts	1.146%	-17.374%	4,389,108	-922,906	2023-12-31
Capital World Investors	0.948%	-8.527%	3,629,389	-338,342	2023-12-31
Manufacturers Life Insurance Co	0.925%	-8.596%	3,542,967	-333,180	2023-12-31
NORGES BANK	0.913%	-0.097%	3,494,874	-3,393	2023-12-31
Coatue Management LLC	0.855%	-33.333%	3,273,052	-1,636,526	2023-12-31
Banque Pictet & Cie SA	0.819%	-0.293%	3,134,229	-9,198	2023-12-31
UBS Asset Mgmt Americas Inc	0.780%	23.196%	2,985,130	562,058	2023-12-31
Northern Trust Corp	0.776%	0.032%	2,971,996	940	2023-12-31
Amvescap Plc.	0.760%	-6.923%	2,909,609	-216,419	2023-12-31
Legal & General Group PLC	0.739%	19.358%	2,830,894	459,120	2023-12-31
T. Rowe Price Associates, Inc.	0.708%	-57.647%	2,729,003	-3,714,406	2022-12-31
JPMorgan Chase & Co	0.677%	6.880%	2,581,556	166,182	2023-09-30
Bank of New York Mellon Corp	0.635%	-1.248%	2,422,606	-30,609	2023-09-30
Deutsche Bank AG	0.592%	12.695%	2,273,614	256,121	2022-09-30
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

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 29 mutual fund holders of MRNA own 44.47% of the company with a total of 169.8 million shares.

In the latest ownership report on February 29th 2024, the top 29 fund holders increased their combined ownership of MRNA by 51.3 million shares. 9 funds bought 51,389,760 total additional shares and increased their ownership by an average of 0.40%. However 4 funds sold 72,414 total shares and decreased their ownership by an average of 0.38%.

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 51,317,346 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	12.458%	0.000%	47,597,385	47,597,385	2024-02-29
Vanguard Total Stock Mkt Idx Inv	2.817%	-0.390%	10,763,618	-42,160	2024-02-29
Vanguard Institutional 500 Index Trust	2.168%	1.014%	8,282,150	83,163	2024-02-29
Invesco QQQ Trust	1.881%	0.277%	7,186,569	19,872	2024-02-29
SPDR® S&P 500 ETF Trust	1.017%	0.633%	3,886,516	24,428	2024-02-29
Vanguard Mid Cap Index Institutional	1.004%	-0.263%	3,834,087	-10,099	2024-02-29
AF High Growth (AFRIS)	0.947%	0.000%	3,617,838	3,617,838	2024-02-29
iShares Core S&P 500 ETF	0.903%	0.305%	3,451,106	10,494	2024-02-29
Vanguard Growth Index Investor	0.835%	0.893%	3,189,567	28,240	2024-02-29
Baillie Gifford US Equity Growth	0.700%	0.000%	2,676,192	0	2024-02-29
iShares Biotechnology ETF	0.662%	-0.448%	2,530,615	-11,390	2024-02-29
Health Care Select Sector SPDR® ETF	0.657%	0.089%	2,511,763	2,240	2024-02-29
Vanguard Institutional Index I	0.572%	-0.400%	2,185,168	-8,765	2024-02-29
State St S&P 500® Indx SL Cl III	0.420%	0.381%	1,605,435	6,100	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	12.458%	0.000%	47,597,385	47,597,385	2024-02-29
Vanguard Total Stock Mkt Idx Inv	2.817%	-0.390%	10,763,618	-42,160	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.656%	1.792%	10,110,112	177,953	2023-03-31
Vanguard International Growth Inv	2.465%	0.000%	9,417,081	0	2023-12-31
Scottish Mortgage Ord	2.408%	-0.030%	9,200,342	-2,714	2024-01-31
Vanguard Institutional 500 Index Trust	2.168%	1.014%	8,282,150	83,163	2024-02-29
Vanguard 500 Index Investor	2.063%	0.564%	7,849,807	43,990	2023-07-31
Invesco QQQ Trust	1.881%	0.277%	7,186,569	19,872	2024-02-29
Vanguard Health Care Inv	1.707%	32.422%	6,521,472	1,596,719	2023-12-31
Fidelity 500 Index	1.031%	1.034%	3,938,397	40,305	2024-01-31
SPDR® S&P 500 ETF Trust	1.017%	0.633%	3,886,516	24,428	2024-02-29
Vanguard Mid Cap Index Institutional	1.004%	-0.263%	3,834,087	-10,099	2024-02-29
Fidelity® 500 Index	0.998%	1.266%	3,803,334	47,558	2023-09-30
AF High Growth (AFRIS)	0.947%	0.000%	3,617,838	3,617,838	2024-02-29
iShares Core S&P 500 ETF	0.903%	0.305%	3,451,106	10,494	2024-02-29
Vanguard Growth Index Investor	0.835%	0.893%	3,189,567	28,240	2024-02-29
Vanguard US Growth Investor	0.718%	0.000%	2,741,956	0	2023-12-31
American Funds Growth Fund of Amer A	0.702%	0.000%	2,682,932	0	2023-12-31
Capital Group Growth Fnd of Amer Comp	0.702%	0.000%	2,682,932	0	2023-12-31
Baillie Gifford US Equity Growth	0.700%	0.000%	2,676,192	0	2024-02-29
iShares Biotechnology ETF	0.662%	-0.448%	2,530,615	-11,390	2024-02-29
Health Care Select Sector SPDR® ETF	0.657%	0.089%	2,511,763	2,240	2024-02-29
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
UBS: Global Equity	0.430%	0.000%	1,641,522	1,641,522	2023-09-30
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