13F

Stock

Moderna, Inc.

MRNA · held by 32 managers

Reported value

$383.7M

Holders

32

+1 new · −0 exited

Holders’ est. mark

−$4.78M

Price effect on 11 books still in the name

Largest holder

$257.3M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY9.96M$257.3MHeld
BARCLAYS PLC2.02M$52.1M−$3.55MCut−$8.28M
BANK OF AMERICA CORP /DE/1.65M$42.5MHeld
Leonteq Securities AG540.1K$14M−$938.7KCut−$763K
TUDOR INVESTMENT CORP ET AL344.6K$8.9MHeld
PEAK6 LLC124.5K$3.22M−$219.1KCut−$5.45M
CANTOR FITZGERALD, L. P.59.3K$1.53MHeld
Hudson Bay Capital Management LP55K$1.42MHeld
AIA Group Ltd28.2K$727.7KHeld
Swiss Life Asset Management Ltd21.6K$556.8K−$28.2KAdded$114.4K
Cresset Asset Management, LLC14.9K$385.5K−$26.2KCut−$24.8K
Militia Capital Partners, LP13.9K$358.6KHeld
Sanctuary Advisors, LLC11.6K$298.6K−$20.3KCut−$95.3K
IFP Advisors, Inc6.44K$166.3KHeld
Allworth Financial LP4.63K$119.6KHeld
Persistent Asset Partners Ltd4.58K$118.4KHeld
Medallion Wealth Advisors, LLC525$13.6K−$924Cut−$924
Boreal Capital Management LLC500$12.9KHeld
MV CAPITAL MANAGEMENT, INC.198$5.12KHeld
Prestige Wealth Management Group LLC131$3.38K−$31Added$2.91K
AllSquare Wealth Management LLC100$2.58KHeld
Cape Investment Advisory, Inc.43$1.11KHeld
Principia Wealth Advisory, LLC24$620Held
KBC Group NV23.4K$604Held
Clark Wealth Partners17$501$32Added$32
NEW MEXICO EDUCATIONAL RETIREMENT BOARD15.4K$398Held
Scarborough Advisors, LLC14$362Held
Kilter Group LLC10$259Held
Aventura Private Wealth, LLC9$232−$16Cut−$16
Catherine Avery Investment Management LLC6$155−$11Cut−$11
Essential Partners LLC3$77New
FNY Investment Advisers, LLC341$8Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.