Filing Research | MRNA - MODERNA INC Institutional Holdings

Snapshot holdings

50 / 190 loaded

#		Instrument	quantity
1	BANQUE PICTET & CIE SA	Shares	2.7MSH	$189.0M
2	Douglas Lane & Associates, LLC	Shares	1.3MSH	$94.1M
3	OFI INVEST ASSET MANAGEMENT	Shares	547.9KSH	$33.6M
4	Y-Intercept (Hong Kong) Ltd	Shares	139.9KSH	$9.8M
5	Czech National Bank	Shares	100.5KSH	$7.0M
6	Mirae Asset Global Investments Co., Ltd.	Shares	94.9KSH	$6.6M
7	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	85.0KSH	$6.0M
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	78.0KSH	$5.5M
9	China Universal Asset Management Co., Ltd.	Shares	63.1KSH	$4.4M
10	Police & Firemen's Retirement System of New Jersey	Shares	54.6KSH	$3.8M
11	D.A. DAVIDSON & CO.	Shares	54.3KSH	$3.8M
12	Morningstar Investment Management LLC	Shares	74.0KSH	$3.8M
13	Legal Advantage Investments, Inc.	Shares	47.7KSH	$3.3M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	40.9KSH	$2.9M
15	180 WEALTH ADVISORS, LLC	Shares	35.8KSH	$2.5M
16	EXCHANGE TRADED CONCEPTS, LLC	Shares	33.1KSH	$2.3M
17	MEITAV INVESTMENT HOUSE LTD	Shares	27.1KSH	$1.9M
18	REX Advisers, LLC	Shares	27.1KSH	$1.9M
19	BDF-GESTION	Shares	17.4KSH	$1.9M
20	Merit Financial Group, LLC	Shares	25.2KSH	$1.8M
21	QUATTRO FINANCIAL ADVISORS LLC	Shares	25.0KSH	$1.8M
22	Trust Asset Management LLC	Shares	7.7KSH	$1.7M
23	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	24.2KSH	$1.7M
24	Owen LaRue, LLC	Shares	20.2KSH	$1.4M
25	Crossmark Global Holdings, Inc.	Shares	19.6KSH	$1.4M
26	HARTFORD INVESTMENT MANAGEMENT CO	Shares	19.4KSH	$1.4M
27	Louisiana State Employees Retirement System	Shares	18.0KSH	$1.3M
28	Mirabaud & Cie SA	Shares	17.2KSH	$1.2M
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.4KSH	$1.2M
30	SBI Securities Co., Ltd.	Shares	16.4KSH	$1.2M
31	QRG CAPITAL MANAGEMENT, INC.	Shares	16.0KSH	$1.1M
32	Farther Finance Advisors, LLC	Shares	15.4KSH	$1.1M
33	MIZUHO SECURITIES USA LLC	Shares	21.0KSH	$1.1M
34	Union Bancaire Privee, UBP SA	Shares	15.2KSH	$1.1M
35	EASTERN BANK	Shares	14.6KSH	$1.0M
36	GAMMA Investing LLC	Shares	14.5KSH	$1.0M
37	Bank Pictet & Cie (Europe) AG	Shares	13.9KSH	$976.7K
38	Lake Hills Wealth Management, LLC	Shares	13.9KSH	$975.9K
39	Old Port Advisors	Shares	13.4KSH	$937.4K
40	Generali Investments CEE, investicni spolecnost, a.s.	Shares	12.7KSH	$889.4K
41	PensionDanmark Pensionsforsikringsaktieselskab	Shares	12.4KSH	$865.1K
42	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	11.9KSH	$836.0K
43	WEST MICHIGAN ADVISORS, LLC	Shares	15.7KSH	$799.5K
44	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	11.3KSH	$794.7K
45	CIDEL ASSET MANAGEMENT INC	Shares	9.9KSH	$693.9K
46	Rathbones Group PLC	Shares	9.5KSH	$663.5K
47	TB Alternative Assets Ltd.	Shares	8.7KSH	$609.3K
48	SECURIAN ASSET MANAGEMENT, INC	Shares	9.4KSH	$580.1K
49	Intrinsic Value Partners, LLC	Shares	8.2KSH	$577.3K
50	GATEWAY INVESTMENT ADVISERS LLC	Shares	8.2KSH	$576.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 206 loaded

#		Instrument
1	BANQUE PICTET & CIE SA trimmed	Shares	-49.4K	+$49.4M	$189.0M
2	Douglas Lane & Associates, LLC added	Shares	+32.0K	+$27.5M	$94.1M
3	OFI INVEST ASSET MANAGEMENT unchanged	Shares	0	+$9.4M	$33.6M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+123.4K	+$9.0M	$9.8M
5	Czech National Bank added	Shares	+5.8K	+$2.2M	$7.0M
6	Mirae Asset Global Investments Co., Ltd. added	Shares	+7.6K	+$2.2M	$6.6M
7	REX Advisers, LLC new	Shares	+27.1K	+$1.9M	$1.9M
8	Merit Financial Group, LLC new	Shares	+25.2K	+$1.8M	$1.8M
9	Trust Asset Management LLC new	Shares	+7.7K	+$1.7M	$1.7M
10	CREDIT INDUSTRIEL ET COMMERCIAL unchanged	PUT	0	+$1.6M	$6.0M
11	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+22.6K	+$1.6M	$1.7M
12	Owen LaRue, LLC new	Shares	+20.2K	+$1.4M	$1.4M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-3.0K	+$1.3M	$5.5M
14	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+12.6K	+$1.3M	$2.3M
15	Union Bancaire Privee, UBP SA added	Shares	+15.0K	+$1.0M	$1.1M
16	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-911	+$1.0M	$3.8M
17	D.A. DAVIDSON & CO. trimmed	Shares	-1.1K	+$987.8K	$3.8M
18	Legal Advantage Investments, Inc. trimmed	Shares	-500	+$891.4K	$3.3M
19	BDF-GESTION trimmed	Shares	-2.0K	+$875.6K	$1.9M
20	China Universal Asset Management Co., Ltd. trimmed	Shares	-6.9K	+$862.0K	$4.4M
21	180 WEALTH ADVISORS, LLC added	Shares	+611	+$718.5K	$2.5M
22	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.1K	+$678.6K	$2.9M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.6K	+$657.3K	$1.2M
24	TB Alternative Assets Ltd. new	Shares	+8.7K	+$609.3K	$609.3K
25	MEITAV INVESTMENT HOUSE LTD unchanged	Shares	0	+$522.0K	$1.9M
26	Lake Hills Wealth Management, LLC added	Shares	+4.6K	+$501.2K	$975.9K
27	QUATTRO FINANCIAL ADVISORS LLC unchanged	Shares	0	+$480.8K	$1.8M
28	New England Research & Management, Inc. new	Shares	+6.8K	+$479.7K	$479.7K
29	HERITAGE OAK WEALTH ADVISORS LLC new	Shares	+6.1K	+$428.1K	$428.1K
30	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.3K	+$423.2K	$1.1M
31	Crossmark Global Holdings, Inc. added	Shares	+661	+$410.2K	$1.4M
32	Louisiana State Employees Retirement System added	Shares	+300	+$361.4K	$1.3M
33	Atlatl Advisers LLC new	Shares	+5.0K	+$350.1K	$350.1K
34	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-619	+$340.9K	$1.4M
35	Ipswich Investment Management Co., Inc. new	Shares	+4.3K	+$303.6K	$303.6K
36	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+1.4K	+$301.4K	$836.0K
37	SBI Securities Co., Ltd. trimmed	Shares	-370	+$297.1K	$1.2M
38	MELFA WEALTH MANAGEMENT, INC. new	Shares	+4.2K	+$294.0K	$294.0K
39	CoreCap Advisors, LLC added	Shares	+3.9K	+$288.1K	$321.8K
40	EASTERN BANK unchanged	Shares	0	+$280.3K	$1.0M
41	Mirabaud & Cie SA trimmed	Shares	-1.2K	+$268.3K	$1.2M
42	Murphy Pohlad Asset Management LLC new	Shares	+3.8K	+$267.8K	$267.8K
43	Cornerstone Wealth Management, LLC new	Shares	+3.8K	+$265.6K	$265.6K
44	Optas, LLC new	Shares	+3.6K	+$254.9K	$254.9K
45	Old Port Advisors trimmed	Shares	-225	+$246.0K	$937.4K
46	Coastwise Capital Group, LLC new	Shares	+3.5K	+$245.1K	$245.1K
47	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$244.2K	$889.4K
48	Cohen Capital Management, Inc. new	Shares	+3.5K	+$243.0K	$243.0K
49	Ballentine Partners, LLC new	Shares	+3.4K	+$241.2K	$241.2K
50	GAMMA Investing LLC trimmed	Shares	-818	+$236.9K	$1.0M

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