Capital World Investors reports 5.6% Moderna (MRNA) stake in Schedule 13G filing
Rhea-AI Filing Summary
Capital World Investors, a division of Capital Research and Management Company and related investment management entities, reported beneficial ownership of 22,276,996 shares of Moderna, Inc. common stock. This represents 5.6% of the 396,786,259 shares believed to be outstanding as of the report.
Capital World Investors has sole voting power over 22,264,639 shares and sole dispositive power over 22,276,996 shares, with no shared voting or dispositive power reported. The filing reflects passive institutional ownership rather than any stated change in control intentions.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 22,276,996 shares
Ownership percentage: 5.6%
Shares outstanding baseline: 396,786,259 shares
+2 more
5 metrics
Beneficially owned shares
22,276,996 shares
Beneficial ownership of Moderna common stock reported by Capital World Investors
Ownership percentage
5.6%
Percent of Moderna common stock class beneficially owned by Capital World Investors
Shares outstanding baseline
396,786,259 shares
Shares of Moderna common stock believed to be outstanding used for ownership calculation
Sole voting power
22,264,639 shares
Shares over which Capital World Investors has sole power to vote
Sole dispositive power
22,276,996 shares
Shares over which Capital World Investors has sole power to dispose
Key Terms
beneficial owner, Sole Voting Power, Sole Dispositive Power, Schedule 13G, +1 more
5 terms
beneficial owner financial
"CWI is deemed to be the beneficial owner of 22,276,996 shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
Sole Voting Power financial
"Sole Voting Power 22,264,639.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"Sole Dispositive Power 22,276,996.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Capital World Investors reports its holdings on a Schedule 13G"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
percent of class financial
"(b) | Percent of class: 5.6 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Moderna (MRNA) does Capital World Investors own?
Capital World Investors reports owning 5.6% of Moderna’s common stock. This percentage is based on 396,786,259 shares of Moderna common stock believed to be outstanding.
Is Capital World Investors’ Moderna (MRNA) stake reported as beneficial ownership?
Yes. Capital World Investors is deemed the beneficial owner of 22,276,996 shares of Moderna, held across investment management entities operating under the Capital World Investors name.