MRNA — Moderna Inc Institutional Holders · Q3 2026

Name: Who Owns MRNA? 38 Institutions Hold $257M (Q3 2026)
Creator: ko.io

Who owns Moderna Inc (MRNA)? 38 institutions reported holding $257.28M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Douglas Lane & Associates, LLC ($223.6M), Green Alpha Advisors, LLC ($6.4M), Gallagher Capital Advisors, LLC ($6.0M).

Rank	Institution	Value	Shares	Change
1	Douglas Lane & Associates, LLC	$223.6M	1.2M	Trimmed
2	Green Alpha Advisors, LLC	$6.4M	33,191	Trimmed
3	Gallagher Capital Advisors, LLC	$6.0M	11,652	New
4	Farther Finance Advisors, LLC	$3.4M	17,622	Added
5	GAMMA Investing LLC	$3.1M	16,136	Added
6	EASTERN BANK	$2.8M	14,578	Hold
7	CX Institutional	$1.7M	8,675	Trimmed
8	CenterStar Asset Management, LLC	$1.6M	8,400	New
9	Valeo Financial Advisors, LLC	$1.6M	8,147	Added
10	Lake Hills Wealth Management, LLC	$1.3M	6,913	Trimmed
11	Wedmont Private Capital	$1.2M	5,938	Added
12	CoreCap Advisors, LLC	$640,103	3,324	Trimmed
13	TOTH FINANCIAL ADVISORY CORP	$565,001	2,934	Added
14	Gainplan LLC	$481,618	2,501	New
15	Versant Capital Management, Inc	$479,692	2,491	Added
16	Bullock Wealth Management Group	$428,516	2,268	Hold
17	MassMutual Private Wealth & Trust, FSB	$380,518	1,976	Added
18	Avidian Wealth Enterprises, LLC	$352,447	1,830	New
19	City Center Advisors, LLC	$341,619	1,774	New
20	Breakwater Capital Group	$304,068	1,579	New
21	Montecito Bank & Trust	$217,604	1,130	New
22	Everhart Financial Group, Inc.	$213,175	1,107	New
23	Pacifica Partners Inc.	$94,445	500	Hold
24	Bank & Trust Co	$58,926	306	Hold
25	ARMSTRONG ADVISORY GROUP, INC	$50,646	263	Hold

Source: SEC Form 13F filings · as of 2026-09-30