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 |
|---|---|---|---|---|---|
| Key Financial Inc | 525 | $62.1K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 355 | $63.8K | 0.02% | −40−10.1% | Reduced |
| Bangor Savings Bank | 360 | $65.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 370 | $66.5K | 0.01% | +130+54.2% | Added |
| HM Payson & Co | 372 | $66.8K | 0.00% | −290−43.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 380 | $68.0K | 0.10% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 403 | $72.4K | 0.01% | +172+74.5% | Added |
| Hantz Financial Services, Inc. | 419 | $75.0K | 0.00% | +127+43.5% | Added |
| Resurgent Financial Advisors LLC | 419 | $75.3K | 0.04% | +419 | New |
| Bartlett & Co. LLC | 430 | $77.0K | 0.00% | +150+53.6% | Added |
| Bartlett & Co. Wealth Management LLC | 430 | $77.2K | 0.00% | +150+53.6% | Added |
| IFP Advisors, Inc | 1,831 | $78.0K | 0.00% | −1,488−44.8% | Reduced |
| Valley National Advisers Inc | 427 | $79.0K | 0.01% | +48+12.7% | Added |
| Parkside Financial Bank & Trust | 448 | $80.5K | 0.02% | +207+85.9% | Added |
| Piscataqua Savings Bank | 450 | $80.8K | 0.07% | +40+9.8% | Added |
| Tyler-Stone Wealth Management | 475 | $85.0K | 0.06% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 475 | $85.3K | 2.22% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 500 | $89.8K | 0.01% | −464−48.1% | Reduced |
| Archer Investment Corp | 500 | $89.8K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $89.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 509 | $91.4K | 0.02% | +7+1.4% | Added |
| Rosenberg Matthew Hamilton | 529 | $95.0K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 535 | $96.1K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 546 | $98.0K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 558 | $100.2K | 0.02% | +558 | New |
| Country Trust Bank | 568 | $102.0K | 0.00% | +150+35.9% | Added |
| Madden Securities Corp | 570 | $102.4K | 0.05% | +570 | New |
| Sittner & Nelson, LLC | 580 | $104.2K | 0.06% | 00.0% | Unchanged |
| Denali Advisors LLC | 600 | $107.8K | 0.05% | −500−45.5% | Reduced |
| Sound Income Strategies, LLC | 600 | $107.8K | 0.01% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 600 | $107.8K | 0.04% | +600 | New |
| BDO Wealth Advisors, LLC | 620 | $111.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 621 | $111.5K | 0.02% | +293+89.3% | Added |
| JFS Wealth Advisors, LLC | 647 | $116.2K | 0.01% | −34−5.0% | Reduced |
| Column Capital Advisors, LLC | 117,121 | $118.7K | 0.02% | +117,121 | New |
| Tortoise Investment Management, LLC | 672 | $120.7K | 0.02% | −68−9.2% | Reduced |
| Lumina Fund Management LLC | 700 | $126.0K | 0.06% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 703 | $126.3K | 0.09% | −185−20.8% | Reduced |
| US Asset Management LLC | 715 | $128.0K | 0.14% | +715 | New |
| Asset Dedication, LLC | 718 | $129.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 721 | $129.5K | 0.02% | −107−12.9% | Reduced |
| Ameliora Wealth Management Ltd. | 750 | $134.7K | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 750 | $134.7K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 750 | $135.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 786 | $141.2K | 0.01% | +100+14.6% | Added |
| Cribstone Capital Management, LLC | 800 | $143.7K | 0.08% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 809 | $145.3K | 0.08% | +579+251.7% | Added |
| Proequities, Inc. | 820 | $147.3K | 0.01% | −9−1.1% | Reduced |
| First Manhattan Co | 858 | $154.1K | 0.00% | −2,347−73.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 906 | $162.7K | 0.01% | +906 | New |
| Anfield Capital Management, LLC | 910 | $163.5K | 0.08% | −863−48.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 985 | $176.9K | 0.00% | +120+13.9% | Added |
| Maj Invest Holding A/S | 990 | $177.0K | 0.00% | +570+135.7% | Added |
| Estabrook Capital Management | 1,000 | $179.6K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $179.6K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,002 | $180.0K | 0.12% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $180.0K | 0.11% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,008 | $181.1K | 0.01% | +24+2.4% | Added |
| Lindbrook Capital, LLC | 1,028 | $184.6K | 0.02% | +183+21.7% | Added |
| Ellevest, Inc. | 1,088 | $195.4K | 0.02% | +363+50.1% | Added |
| Comerica Securities,inc. | 1,094 | $196.5K | 0.01% | +1,094 | New |
| C M Bidwell & Associates Ltd | 1,108 | $199.0K | 0.16% | −351−24.1% | Reduced |
| Capital Investment Advisory Services, LLC | 1,114 | $200.1K | 0.02% | +1,114 | New |
| Clear Harbor Asset Management, LLC | 1,125 | $202.1K | 0.03% | +1,125 | New |
| Financial Advocates Investment Management | 1,130 | $203.0K | 0.02% | +1,130 | New |
| Patton Fund Management, Inc. | 1,155 | $207.0K | 0.06% | +1,155 | New |
| Western Wealth Management, LLC | 1,162 | $208.7K | 0.02% | −1,179−50.4% | Reduced |
| Strategic Blueprint, LLC | 1,163 | $208.9K | 0.02% | +1,163 | New |
| Adamsbrown Wealth Consultants LLC | 1,171 | $210.3K | 0.13% | +1,171 | New |
| Childress Capital Advisors, LLC | 1,176 | $211.2K | 0.07% | +1,176 | New |
| Csenge Advisory Group | 1,177 | $211.4K | 0.02% | +1,177 | New |
| Koshinski Asset Management, Inc. | 1,185 | $212.8K | 0.02% | +1,185 | New |
| Kraft, Davis & Associates, LLC | 1,252 | $218.3K | 0.09% | +1,252 | New |
| Pacitti Group Inc. | 1,231 | $221.1K | 0.17% | −861−41.2% | Reduced |
| Synovus Financial Corp | 1,235 | $221.8K | 0.00% | −2,805−69.4% | Reduced |
| McGuire Investment Group, LLC | 1,235 | $221.8K | 0.05% | +1,235 | New |
| Activest Wealth Management | 1,201 | $222.2K | 0.07% | −63−5.0% | Reduced |
| CX Institutional | 1,237 | $222.3K | 0.01% | +1,237 | New |
| Euclidean Technologies Management, LLC | 1,246 | $223.8K | 0.21% | +1,246 | New |
| Alpha Cubed Investments, LLC | 1,247 | $224.0K | 0.02% | +1,247 | New |
| Buckingham Strategic Partners | 1,252 | $224.9K | 0.02% | −491−28.2% | Reduced |
| Stokes Family Office, LLC | 1,257 | $225.8K | 0.03% | +1,257 | New |
| Heron Financial Group, LLC | 1,308 | $227.0K | 0.15% | +1,308 | New |
| Vestmark Advisory Solutions, Inc. | 1,273 | $228.7K | 0.01% | +1,273 | New |
| Capital Investment Advisors, LLC | 1,275 | $229.0K | 0.01% | +1,275 | New |
| Pitcairn Co | 1,275 | $229.0K | 0.02% | +1,275 | New |
| Evercore Wealth Management, LLC | 1,287 | $231.2K | 0.00% | +1,287 | New |
| Resources Management Corp | 1,290 | $232.0K | 0.04% | +40+3.2% | Added |
| Summit Trail Advisors, LLC | 1,298 | $233.1K | 0.01% | +1,298 | New |
| SFMG, LLC | 1,304 | $234.2K | 0.03% | +1,304 | New |
| Cohen Lawrence B | 1,305 | $234.4K | 0.12% | +1,305 | New |
| MGO Private Wealth, LLC | 1,315 | $236.2K | 0.11% | +1,315 | New |
| Zacks Investment Management | 1,316 | $236.3K | 0.00% | +1,316 | New |
| Zullo Investment Group, Inc. | 1,319 | $236.9K | 0.15% | +30+2.3% | Added |
| Jeppson Wealth Management, LLC | 1,324 | $237.8K | 0.10% | +1,324 | New |
| Dynamic Technology Lab Private Ltd | 1,327 | $238.0K | 0.02% | +1,327 | New |
| Sunbelt Securities, Inc. | 1,328 | $238.5K | 0.05% | +1,328 | New |
| Canton Hathaway, LLC | 1,331 | $239.0K | 0.08% | +730+121.5% | Added |
| Stonebridge Financial Planning Group, LLC | 1,340 | $240.7K | 0.16% | +1,340 | New |
| Meritage Portfolio Management | 1,344 | $241.0K | 0.02% | +1,344 | New |