SCHEDULE 13G: FMR LLC and Abigail P. Johnson Disclose 5.5% Stake in Moderna Inc.
Beneficial Ownership Report
FMR LLC and its Chairman and CEO, Abigail P. Johnson, have reported a beneficial ownership of 5.5% in Moderna Inc., totaling over 21 million shares, as of March 31, 2025.
Summary
- FMR LLC and Abigail P. Johnson have jointly filed a Schedule 13G, disclosing their beneficial ownership in Moderna Inc.
- As of March 31, 2025, the aggregate amount beneficially owned by FMR LLC and Abigail P. Johnson is 21,130,029.21 shares of Moderna Inc. common stock.
- This represents 5.5% of the total outstanding common stock of Moderna Inc.
- FMR LLC holds sole voting power over 20,568,750.37 shares and sole dispositive power over 21,130,029.21 shares.
- Abigail P. Johnson holds sole dispositive power over 21,130,029.21 shares, with no sole or shared voting power.
- The filing indicates that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Moderna Inc.
Sentiment
Score: 5
Explanation: The document is a factual, regulatory disclosure of beneficial ownership and does not contain subjective language or performance data that would indicate a strong positive or negative sentiment. It is neutral in tone.
Positives
- A significant institutional investor, FMR LLC, and its top executive, Abigail P. Johnson, have disclosed a substantial 5.5% stake in Moderna Inc., which can be viewed as a vote of confidence in the company.
- The filing confirms the shares are held for investment purposes in the ordinary course of business, not for hostile takeover or control-influencing activities.
Future Outlook
This Schedule 13G filing is a disclosure of current beneficial ownership and does not contain any forward-looking statements or guidance regarding Moderna Inc.'s future performance or strategic outlook.
Management Comments
- The filing includes a certification that the securities were acquired and are held in the ordinary course of business and were not acquired or held for the purpose of or with the effect of changing or influencing the control of Moderna Inc.
Industry Context
This filing is a standard regulatory disclosure (Schedule 13G) required when an institutional investor or group acquires beneficial ownership of more than 5% of a company's outstanding shares. It indicates a significant, passive investment by FMR LLC, a major asset manager, in Moderna Inc., a leading biotechnology company known for its mRNA technology. Such disclosures provide transparency into large institutional holdings, which can sometimes signal investor confidence or strategic positioning within a sector.
Comparison to Industry Standards
- This document is a standard regulatory filing (Schedule 13G) for disclosing significant passive ownership. It does not provide performance metrics for Moderna Inc. that would allow for direct comparison to industry standards or specific comparable companies/projects. The filing itself adheres to SEC reporting standards for beneficial ownership disclosures.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Ownership Structure Disclosure (FMR LLC) | The document details that members of the Johnson family, including Abigail P. Johnson, are predominant owners of Series B voting common shares of FMR LLC (49% voting power) and have a shareholders' voting agreement to vote all Series B shares in accordance with the majority vote. This structure may deem them a controlling group with respect to FMR LLC under the Investment Company Act of 1940. | NA | Provides transparency into the internal governance and control structure of FMR LLC, the reporting entity, which indirectly controls the reported shares in Moderna Inc. |
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional investor's stake, potentially influencing market perception and liquidity.
- Moderna Inc. Management: Awareness of a large, passive institutional holder, though the filing states no intent to influence control.
- Investment Community: Offers insight into the portfolio holdings of a major asset manager like FMR LLC.
Next Steps
- The document does not outline specific future actions or milestones for Moderna Inc. or the reporting persons beyond ongoing compliance with SEC reporting requirements for their beneficial ownership.
Key Dates
| Date | Description |
|---|---|
| 01/03/2023 | Effective date of Power of Attorney for Stephanie J. Brown on behalf of FMR LLC. |
| 01/26/2023 | Effective date of Power of Attorney for Stephanie J. Brown on behalf of Abigail P. Johnson. |
| 03/31/2025 | Date of event which requires filing of this statement, indicating the beneficial ownership position as of this date. |
| 05/09/2025 | Date of filing of the Schedule 13G statement by FMR LLC and Abigail P. Johnson. |
Keywords
Moderna Inc., FMR LLC, Abigail P. Johnson, Schedule 13G, beneficial ownership, institutional investor, common stock, equity stake, biotechnology, pharmaceuticals
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