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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $22.3B |
| Q1 2026 | 727 | $15.6B |
| Q4 2025 | 676 | $8.97B |
| Q3 2025 | 646 | $7.11B |
| Q2 2025 | 677 | $8.06B |
| Q1 2025 | 696 | $8.00B |
| Q4 2024 | 750 | $11.5B |
| Q3 2024 | 795 | $17.5B |
| Q2 2024 | 958 | $31.1B |
| Q1 2024 | 904 | $28.1B |
| Q4 2023 | 887 | $25.6B |
| Q3 2023 | 892 | $25.5B |
| Q2 2023 | 970 | $30.2B |
| Q1 2023 | 1,019 | $38.3B |
| Q4 2022 | 1,073 | $44.6B |
| Q3 2022 | 916 | $29.2B |
| Q2 2022 | 984 | $35.0B |
| Q1 2022 | 1,009 | $42.8B |
| Q4 2021 | 1,112 | $62.6B |
| Q3 2021 | 1,146 | $93.6B |
| Q2 2021 | 907 | $53.8B |
| Q1 2021 | 780 | $27.4B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Affiance Financial, LLC | 73 | $13.1K | 0.01% | +73 | New |
| Tanglewood Legacy Advisors, LLC | 73 | $13.1K | 0.01% | +73 | New |
| First Horizon Advisors, Inc. | 76 | $13.7K | 0.00% | +39+105.4% | Added |
| Sutton Wealth Advisors Inc. | 76 | $13.7K | 0.01% | +45+145.2% | Added |
| Costello Asset Management, INC | 80 | $14.4K | 0.01% | −77−49.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 81 | $14.5K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 81 | $14.5K | 1.36% | +81 | New |
| JJJ Advisors Inc. | 80 | $15.0K | 0.00% | +13+19.4% | Added |
| PSI Advisors, LLC | 90 | $16.2K | 0.01% | −25−21.7% | Reduced |
| Accel Wealth Management | 97 | $17.4K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $18.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $18.0K | 0.00% | +100 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $18.0K | 0.01% | +100 | New |
| One Wealth Advisors, LLC | 100 | $18.0K | 0.00% | +100 | New |
| Yarbrough Capital, LLC | 100 | $18.0K | 0.00% | +100 | New |
| Pinnacle Bancorp, Inc. | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 101 | $18.1K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 104 | $18.7K | 0.00% | −259−71.3% | Reduced |
| RFP Financial Group LLC | 108 | $19.4K | 0.01% | +108 | New |
| Plante Moran Financial Advisors, LLC | 110 | $19.8K | 0.00% | −44−28.6% | Reduced |
| Insight Financial Services | 110 | $19.8K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 110 | $20.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 113 | $20.3K | 0.01% | −10−8.1% | Reduced |
| Rational Advisors LLC | 118 | $21.2K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 118 | $21.2K | 0.00% | −1−0.8% | Reduced |
| Larson Financial Group LLC | 119 | $21.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 121 | $21.7K | 0.01% | +13+12.0% | Added |
| Accurate Wealth Management, LLC | 115 | $21.8K | 0.01% | +115 | New |
| Horan Securities, Inc. | 121 | $21.8K | 0.01% | −3−2.4% | Reduced |
| Addison Advisors LLC | 122 | $21.9K | 0.01% | −3−2.4% | Reduced |
| GoalVest Advisory LLC | 123 | $22.1K | 0.01% | +123 | New |
| High Net Worth Advisory Group LLC | 125 | $22.5K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 127 | $22.8K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 127 | $22.8K | 0.02% | +127 | New |
| TSFG, LLC | 126 | $23.0K | 0.01% | +70+125.0% | Added |
| MV Capital Management, Inc. | 129 | $23.2K | 0.00% | +26+25.2% | Added |
| Winch Advisory Services, LLC | 132 | $24.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 139 | $24.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 135 | $24.2K | 0.00% | −50−27.0% | Reduced |
| Trustcore Financial Services, LLC | 135 | $24.2K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 143 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 220 | $26.0K | 0.00% | +166+307.4% | Added |
| Central Bank & Trust Co | 148 | $26.6K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 148 | $26.6K | 0.00% | −758−83.7% | Reduced |
| South State Corp. | 150 | $26.9K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 150 | $26.9K | 0.02% | +150 | New |
| Covestor Ltd | 149 | $27.0K | 0.02% | −137−47.9% | Reduced |
| Riverview Trust Co | 150 | $27.0K | 0.03% | −89−37.2% | Reduced |
| City State Bank | 150 | $27.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 150 | $27.0K | 0.01% | +150 | New |
| ICA Group Wealth Management, LLC | 152 | $27.3K | 0.01% | +152 | New |
| Farther Finance Advisors, LLC | 155 | $27.8K | 0.01% | +155 | New |
| Earnest Partners LLC | 161 | $28.9K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 163 | $29.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 172 | $31.0K | 0.00% | −180−51.1% | Reduced |
| Massmutual Trust Co FSB | 174 | $31.0K | 0.00% | +41+30.8% | Added |
| Kelly Financial Services LLC | 175 | $31.4K | 0.02% | −25−12.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 185 | $33.2K | 0.00% | 00.0% | Unchanged |
| HealthInvest Partners AB | 187 | $33.6K | 0.06% | +187 | New |
| AllSquare Wealth Management LLC | 200 | $35.9K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $35.9K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 200 | $35.9K | 0.03% | +200 | New |
| Caldwell Trust Co | 202 | $36.3K | 0.01% | +137+210.8% | Added |
| Concord Wealth Partners | 204 | $36.6K | 0.01% | +204 | New |
| Financial Perspectives, Inc | 206 | $36.9K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 212 | $38.1K | 0.01% | +212 | New |
| Duncker Streett & Co Inc | 220 | $39.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 220 | $39.5K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 222 | $39.9K | 0.01% | −123−35.7% | Reduced |
| Old Second National Bank of Aurora | 225 | $40.4K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 226 | $40.6K | 0.01% | +113+100.0% | Added |
| EWG Elevate Inc. | 227 | $40.8K | 0.02% | +227 | New |
| Umb Bank N A | 224 | $41.0K | 0.00% | −14−5.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 235 | $42.0K | 0.04% | −8−3.3% | Reduced |
| Ancora Advisors, LLC | 233 | $42.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 245 | $44.0K | 0.06% | +245 | New |
| Stonebridge Capital Advisors LLC | 250 | $44.9K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 252 | $45.3K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 256 | $45.8K | 0.03% | +256 | New |
| Operose Advisors LLC | 260 | $46.7K | 0.02% | +200+333.3% | Added |
| Win Advisors, Inc | 262 | $47.1K | 0.02% | +218+495.5% | Added |
| Webster Bank, N. A. | 266 | $48.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 274 | $49.0K | 0.02% | +274 | New |
| Godsey & Gibb Associates | 276 | $49.6K | 0.01% | +276 | New |
| Zions Bancorporation, N.A. | 280 | $50.3K | 0.00% | +69+32.7% | Added |
| SOA Wealth Advisors, LLC. | 285 | $51.2K | 0.01% | −11−3.7% | Reduced |
| Gradient Investments LLC | 285 | $51.2K | 0.00% | +225+375.0% | Added |
| Baker Avenue Asset Management, LP | 285 | $51.2K | 0.00% | +285 | New |
| Center for Financial Planning, Inc. | 288 | $51.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 294 | $52.9K | 0.02% | −29−9.0% | Reduced |
| Catalyst Capital Advisors LLC | 300 | $53.9K | 0.00% | −12−3.8% | Reduced |
| Colonial Trust Co | 300 | $53.9K | 0.01% | +300 | New |
| Endurance Wealth Management, Inc. | 300 | $54.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $54.0K | 0.00% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 323 | $58.0K | 0.01% | +323 | New |