Companies / Moderna, Inc. / Institutional holders

Moderna, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Capital Advisors, Ltd. LLC	$0	6	0.00%
Hanson & Doremus Investment Management	$0	9	0.00%
RESOURCES MANAGEMENT CORP /CT/ /ADV	$1	40	0.00%
TrinityBridge Ltd	$2	75	0.00%
Coston, McIsaac & Partners	$3	109	0.00%
IFC & Insurance Marketing, Inc.	$3	100	0.00%
Avion Wealth	$4	136	0.00%
JTC Employer Solutions Trustee Ltd	$9	300	0.00%
Covestor Ltd	$12	172	0.00%
VALLEY NATIONAL ADVISERS INC	$18	616	0.00%
GW&K Investment Management, LLC	$18	359	0.00%
SENTRY INVESTMENT MANAGEMENT LLC	$27	924	0.00%
Maj Invest Holding A/S	$29	990	0.00%
HFM Investment Advisors, LLC	$30	1	0.00%
DHJJ Financial Advisors, Ltd.	$30	1	0.00%
T. Rowe Price Investment Management, Inc.	$31	1,022	0.00%
Westend Capital Management, LLC	$51	1	0.00%
ROSS\JOHNSON & Associates LLC	$59	2	0.00%
Strategic Advocates LLC	$61	2	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	$66	950	0.00%
MPWM ADVISORY SOLUTIONS, LLC	$88	3	0.00%
BankPlus Trust Department	$88	3	0.00%
Rialto Wealth Management, LLC	$89	3	0.00%
Valued Wealth Advisors LLC	$89	3	0.00%
Quest 10 Wealth Builders, Inc.	$91	3	0.00%
Garton & Associates Financial Advisors LLC	$118	4	0.00%
Whipplewood Advisors, LLC	$118	4	0.00%
Transamerica Financial Advisors, LLC	$118	4	0.00%
MTM Investment Management, LLC	$147	5	0.00%
CHAPMAN FINANCIAL GROUP, LLC	$148	5	0.00%
Stephens Consulting, LLC	$177	6	0.00%
MCGUIRE CAPITAL ADVISORS INC	$177	6	0.00%
Catherine Avery Investment Management LLC	$177	6	0.00%
Strengthening Families & Communities, LLC	$177	6	0.00%
Winch Advisory Services, LLC	$206	7	0.00%
Reflection Asset Management	$222	7	0.00%
Bay Harbor Wealth Management, LLC	$235	8	0.00%
Signature Equity Partners, LLC	$236	8	0.00%
CX Institutional	$239	8,121	0.00%
TRUST CO OF TOLEDO NA /OH	$254	5	0.00%
BESSEMER GROUP INC	$255	5,019	0.00%
HANTZ FINANCIAL SERVICES, INC.	$258	5,072	0.00%
Aventura Private Wealth, LLC	$265	9	0.00%
Capital Analysts, LLC	$270	9,163	0.00%
BOSTON FAMILY OFFICE LLC	$270	5,315	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	$295	10	0.00%
Plante Moran Financial Advisors, LLC	$295	10	0.00%
Sunbelt Securities, Inc.	$295	10	0.00%
FOSTER DYKEMA CABOT & PARTNERS, LLC	$295	10	0.00%
Navalign, LLC	$295	10	0.00%