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Moderna, Inc.

MRNA
Exchange
Nasdaq
Industry
Biological Products, (No Diagnostic Substances)
SEC CIK
0001682852

In the last 90 days, Moderna, Inc. insiders filed 0 open-market purchases and 5 sales; 784 institutions reported holding it in 13F filings for Q2 2026, worth $22.3B in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Moderna, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,073
+176 vs. Q3 2022
Shares held
248.5M
+2.10M (+0.9%) vs. Q3 2022
Total value
$44.6B
+$15.5B (+53.0%) vs. Q3 2022
New holders
248
301 more added
Sold out
72
365 more reduced

19 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MRNA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 1,073 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ4 2022: $44.6B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q3 2022.

Institutions holding MRNA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
J.Safra Asset Management Corp2$00.00%+2New
Delos Wealth Advisors, LLC1$1800.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.1$1800.00%+1New
Lam Group, Inc.1$1800.00%+1New
Halpern Financial, Inc.1$1800.00%+1New
Ritter Daniher Financial Advisory LLC1$1830.00%+1New
Wellington Shields Capital Management, LLC2$3590.00%00.0%Unchanged
Investors Research Corp2$3590.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.4$7180.00%−3−42.9%Reduced
WestEnd Advisors, LLC4$7180.00%00.0%Unchanged
Cranbrook Wealth Management, LLC4$7180.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.4$7180.00%00.0%Unchanged
Fiduciary Alliance LLC4$7180.00%+4New
Financial Freedom, LLC4$7180.00%+4New
Clearview Wealth Advisors LLC5$8980.00%−120−96.0%Reduced
Tower View Investment Management & Research LLC3$1.00K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC4$1.00K0.00%+1+33.3%Added
Baystate Wealth Management LLC5$1.00K0.00%+5New
Steward Financial Group LLC6$1.00K0.00%+6New
North Star Investment Management Corp.6$1.08K0.00%+6New
Carolinas Wealth Consulting LLC6$1.08K0.00%+6New
Trifecta Capital Advisors, LLC6$1.08K0.00%+6New
Focused Wealth Management, Inc7$1.26K0.00%00.0%Unchanged
First Personal Financial Services8$1.44K0.00%−5−38.5%Reduced
Tradewinds Capital Management, LLC8$1.44K0.00%00.0%Unchanged
NewSquare Capital LLC8$1.44K0.00%+4+100.0%Added
Sanctuary Wealth Management, L.L.C.9$1.62K0.00%+9New
Tfo-TDC, LLC23$1.67K0.00%+23New
Retirement Financial Solutions, LLC10$1.80K0.00%+10New
CIBC Private Wealth Group, LLC10,573$1.90K0.00%+8,496+409.1%Added
Okabena Investment Services Inc11$1.98K0.00%+11New
West Paces Advisors Inc.11$1.98K0.00%+11New
Tompkins Financial Corp10$2.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC15$2.00K0.00%00.0%Unchanged
Sofos Investments, Inc.1,476$2.51K0.03%−580−28.2%Reduced
MCF Advisors LLC14$2.52K0.00%+7+100.0%Added
1832 Asset Management L.P.15$2.69K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc15$2.69K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC15$2.69K0.00%+14+1,400.0%Added
Penserra Capital Management LLC22$3.00K0.00%+22New
Sierra Capital LLC17$3.00K0.00%+17New
Disciplined Investments, LLC17$3.05K0.00%+8+88.9%Added
WR Wealth Planners, LLC18$3.23K0.00%00.0%Unchanged
SJS Investment Consulting Inc.19$3.41K0.00%+12+171.4%Added
PayPay Securities Corp20$3.59K0.24%+20New
Red Tortoise LLC20$3.59K0.00%+20New
Davidson Capital Management Inc.21$3.77K0.00%+4+23.5%Added
Cornerstone Planning Group LLC20$3.81K0.00%+20New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.20$4.00K0.04%−30−60.0%Reduced
American National Bank21$4.00K0.00%−11−34.4%Reduced
Smithfield Trust Co20$4.00K0.00%00.0%Unchanged
Park Place Capital Corp23$4.00K0.00%+23New
Versant Capital Management, Inc23$4.13K0.00%−341−93.7%Reduced
BerganKDV Wealth Management, LLC23$4.13K0.00%+1+4.5%Added
Colonial Trust Advisors23$4.13K0.00%+23New
True Wealth Design, LLC24$4.31K0.00%+24New
Beaird Harris Wealth Management, LLC26$4.67K0.00%+26New
Rise Advisors, LLC27$4.85K0.00%00.0%Unchanged
KB Financial Partners, LLC29$5.00K0.00%−13−31.0%Reduced
MinichMacGregor Wealth Management, LLC30$5.39K0.00%+30New
JDM Financial Group LLC30$5.39K0.01%+30New
PFS Partners, LLC32$5.75K0.01%+32New
Washington Trust Advisors, Inc.35$6.29K0.00%00.0%Unchanged
Abound Wealth Management36$6.47K0.00%+11+44.0%Added
Jones Financial Companies LLLP38$7.00K0.00%+38New
Annapolis Financial Services, LLC39$7.00K0.00%−8−17.0%Reduced
City Holding Co40$7.18K0.00%00.0%Unchanged
Raffa Wealth Management, LLC41$7.36K0.00%00.0%Unchanged
Wolff Wiese Magana LLC42$7.54K0.01%−10−19.2%Reduced
Prestige Wealth Management Group LLC42$7.54K0.00%+9+27.3%Added
Northwest Investment Counselors, LLC45$8.08K0.00%+20+80.0%Added
Eagle Bay Advisors LLC46$8.26K0.00%−327−87.7%Reduced
Gs Investments, Inc.48$8.62K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC48$8.62K0.00%+2+4.3%Added
Proffitt & Goodson Inc50$8.98K0.00%+50New
Glass Jacobson Investment Advisors llc50$8.98K0.00%+50New
Loomis Sayles & Co L P50$9.00K0.00%−861−94.5%Reduced
Arrow Financial Corp50$9.00K0.00%−200−80.0%Reduced
Capital Advisors, Ltd. LLC51$9.00K0.00%+17+50.0%Added
Pacifica Partners Inc.50$9.02K0.01%00.0%Unchanged
My Personal CFO, LLC52$9.34K0.01%+52New
Burleson & Company, LLC55$9.88K0.00%+10+22.2%Added
Castleview Partners, LLC56$10.1K0.01%00.0%Unchanged
Creative Financial Designs Inc57$10.2K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc57$10.2K0.00%+57New
Parallax Volatility Advisers, L.P.60$10.8K0.00%−209,940−100.0%Reduced
Blue Bell Private Wealth Management, LLC60$10.8K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.60$10.8K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC61$11.0K0.00%+61New
Coppell Advisory Solutions Corp.61$11.0K0.00%+61New
Joseph Group Capital Management60$11.0K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC63$11.3K0.00%00.0%Unchanged
Manchester Capital Management LLC68$12.2K0.00%00.0%Unchanged
IMA Wealth, Inc.68$12.2K0.00%+68New
Hollencrest Capital Management69$12.4K0.00%+69New
Atticus Wealth Management, LLC70$12.6K0.01%00.0%Unchanged
Whittier Trust Co70$12.6K0.00%00.0%Unchanged
Schubert & Co72$12.9K0.01%+38+111.8%Added
AlphaMark Advisors, LLC75$13.0K0.01%00.0%Unchanged
VitalStone Financial, LLC72$13.0K0.01%+72New