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 |
|---|---|---|---|---|---|
| First Business Financial Services, Inc. | 1,341 | $241.0K | 0.03% | +1,341 | New |
| Vantage Consulting Group Inc | 1,351 | $242.7K | 0.14% | −460−25.4% | Reduced |
| Syntax Advisors, LLC | 1,351 | $242.7K | 0.20% | −460−25.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 1,354 | $243.0K | 0.01% | +1,354 | New |
| Accredited Investors Inc. | 1,363 | $244.8K | 0.02% | +1,363 | New |
| Joel Isaacson & Co., LLC | 1,375 | $247.0K | 0.02% | +1,375 | New |
| Crescent Grove Advisors, LLC | 1,386 | $248.9K | 0.03% | −500−26.5% | Reduced |
| Graypoint LLC | 1,392 | $250.0K | 0.03% | +1,392 | New |
| Y.D. More Investments Ltd | 1,400 | $250.4K | 0.07% | +1,400 | New |
| Evergreen Capital Management LLC | 1,396 | $250.8K | 0.01% | +1,396 | New |
| Naviter Wealth, LLC | 1,277 | $251.3K | 0.07% | +1,277 | New |
| Pendal Group Limited | 1,408 | $252.9K | 0.00% | −9,768−87.4% | Reduced |
| Highland Capital Management, LLC | 1,408 | $253.0K | 0.02% | +1,408 | New |
| Nadler Financial Group, Inc. | 1,411 | $253.4K | 0.04% | +1,411 | New |
| Old National Bancorp | 1,415 | $254.0K | 0.01% | +1,415 | New |
| Putnam Investments LLC | 1,416 | $254.3K | 0.00% | +1,416 | New |
| Private Advisor Group, LLC | 14,501 | $254.6K | 0.01% | +1,327+10.1% | Added |
| Foundations Investment Advisors, LLC | 1,420 | $255.1K | 0.01% | +1,420 | New |
| StoneX Group Inc. | 1,423 | $255.3K | 0.03% | +1,423 | New |
| Capital Investment Counsel, Inc | 1,425 | $256.0K | 0.06% | +1,425 | New |
| L.M. Kohn & Company | 1,426 | $256.1K | 0.12% | +1,426 | New |
| Astoria Portfolio Advisors LLC. | 1,323 | $256.6K | 0.12% | +1,323 | New |
| Intercontinental Wealth Advisors, LLC | 1,436 | $257.9K | 0.08% | −24,891−94.5% | Reduced |
| NCM Capital Management, LLC | 1,437 | $258.0K | 0.17% | +1,437 | New |
| Parisi Gray Wealth Management | 1,437 | $258.1K | 0.13% | +1,437 | New |
| Virtus ETF Advisers LLC | 1,448 | $260.1K | 0.14% | −492−25.4% | Reduced |
| Carr Financial Group Corp | 1,454 | $261.2K | 0.14% | +1,454 | New |
| Altman Advisors, Inc. | 1,400 | $261.3K | 0.16% | +1,400 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $264.3K | 0.05% | 00.0% | Unchanged |
| Hoylecohen, LLC | 1,474 | $264.8K | 0.03% | +1,474 | New |
| Hyman Charles D | 1,475 | $265.0K | 0.02% | +1,475 | New |
| Sheets Smith Wealth Management | 1,479 | $265.7K | 0.04% | +1,479 | New |
| Davenport & Co LLC | 1,494 | $268.0K | 0.00% | +1,494 | New |
| Carret Asset Management, LLC | 1,500 | $269.0K | 0.04% | +1,500 | New |
| PKO Investment Management Joint-Stock Co | 1,500 | $269.4K | 0.04% | −1,500−50.0% | Reduced |
| Axiom Investment Management LLC | 1,500 | $269.4K | 0.70% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,500 | $269.4K | 0.02% | +1,100+275.0% | Added |
| Nixon Capital, LLC | 1,500 | $269.4K | 0.18% | +1,500 | New |
| Deuterium Capital Management, LLC | 1,500 | $269.4K | 0.80% | +1,500 | New |
| Hilltop Holdings Inc. | 1,507 | $270.7K | 0.04% | +1,507 | New |
| Axxcess Wealth Management, LLC | 1,522 | $273.4K | 0.02% | +1,522 | New |
| Huntington National Bank | 1,527 | $274.3K | 0.00% | +515+50.9% | Added |
| Laidlaw Wealth Management LLC | 1,533 | $275.4K | 0.06% | −310−16.8% | Reduced |
| Bellecapital International Ltd. | 1,540 | $276.6K | 0.08% | +1,540 | New |
| Triad Financial Advisors, Inc. | 1,540 | $276.6K | 0.12% | +1,540 | New |
| Vishria Bird Financial Group, LLC | 1,550 | $278.0K | 0.19% | +1,550 | New |
| Geneos Wealth Management Inc. | 1,571 | $282.2K | 0.02% | −444−22.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,575 | $282.9K | 0.19% | +1,575 | New |
| IHT Wealth Management, LLC | 1,580 | $283.8K | 0.02% | −869−35.5% | Reduced |
| Beaumont Financial Advisors, LLC | 1,582 | $284.2K | 0.03% | +1,582 | New |
| Telos Capital Management, Inc. | 1,589 | $285.4K | 0.04% | +1,589 | New |
| Herold Advisors, Inc. | 1,590 | $285.6K | 0.12% | +1,590 | New |
| Balentine LLC | 1,600 | $287.4K | 0.01% | +1,600 | New |
| First Command Bank | 1,602 | $288.0K | 0.04% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,602 | $288.0K | 0.04% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 1,606 | $288.5K | 0.23% | +226+16.4% | Added |
| Gallacher Capital Management LLC | 1,618 | $290.6K | 0.18% | +1,618 | New |
| Robertson Stephens Wealth Management, LLC | 1,620 | $291.0K | 0.03% | +1,620 | New |
| Fisher Asset Management, LLC | 1,638 | $294.0K | 0.00% | +1,638 | New |
| Change Path, LLC | 1,639 | $294.0K | 0.02% | +1,639 | New |
| Conning Inc. | 1,647 | $295.8K | 0.01% | −792−32.5% | Reduced |
| Dimension Capital Management LLC | 1,651 | $296.6K | 0.07% | +1,651 | New |
| Kraematon Investment Advisors, Inc | 1,671 | $300.1K | 0.33% | +1,671 | New |
| Lincoln National Corp | 1,675 | $300.9K | 0.01% | +1,675 | New |
| GM Advisory Group, Inc. | 1,681 | $301.9K | 0.03% | +1,681 | New |
| BSW Wealth Partners | 1,688 | $303.0K | 0.07% | +1,688 | New |
| Itau Unibanco Holding S.A. | 1,693 | $303.3K | 0.01% | −193−10.2% | Reduced |
| Harbour Investments, Inc. | 1,693 | $304.1K | 0.02% | −374−18.1% | Reduced |
| Jacobi Capital Management LLC | 1,696 | $304.6K | 0.04% | −424−20.0% | Reduced |
| JT Stratford LLC | 1,697 | $304.8K | 0.10% | −5,603−76.8% | Reduced |
| Azimuth Capital Investment Management LLC | 1,708 | $306.8K | 0.02% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 1,785 | $307.0K | 0.05% | +1,785 | New |
| Newbridge Financial Services Group, Inc. | 1,714 | $307.9K | 0.18% | +157+10.1% | Added |
| Gries Financial LLC | 1,715 | $308.0K | 0.10% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,717 | $308.4K | 0.00% | −94−5.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,723 | $309.0K | 0.03% | −151−8.1% | Reduced |
| Cozad Asset Management Inc | 1,725 | $309.8K | 0.04% | −1−0.1% | Reduced |
| Abbot Financial Management, Inc. | 1,746 | $313.6K | 0.21% | +1,746 | New |
| Fulton Breakefield Broenniman LLC | 1,755 | $315.2K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,760 | $316.1K | 0.03% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,767 | $317.4K | 0.12% | −99−5.3% | Reduced |
| Twin Lakes Capital Management, LLC | 1,772 | $318.3K | 0.25% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 1,775 | $318.8K | 0.17% | 00.0% | Unchanged |
| Mirova | 1,783 | $320.3K | 0.05% | −1,783−50.0% | Reduced |
| Millennium Capital Advisors, LLC | 1,798 | $323.0K | 0.33% | +1,798 | New |
| Avitas Wealth Management LLC | 1,806 | $324.4K | 0.07% | +2+0.1% | Added |
| Sandy Spring Bank | 1,810 | $325.1K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,810 | $325.1K | 0.01% | +1,810 | New |
| KRS Capital Management, LLC | 1,829 | $328.5K | 0.45% | +1,829 | New |
| Krilogy Financial LLC | 1,836 | $329.8K | 0.03% | −2−0.1% | Reduced |
| Heritage Investors Management Corp | 1,835 | $330.0K | 0.02% | +1,835 | New |
| Beck Bode, LLC | 1,842 | $330.9K | 0.07% | −3,947−68.2% | Reduced |
| Arete Wealth Advisors, LLC | 1,845 | $331.4K | 0.03% | +125+7.3% | Added |
| RB Capital Management, LLC | 1,899 | $341.1K | 0.12% | −300−13.6% | Reduced |
| Westwood Wealth Management | 1,900 | $341.3K | 0.41% | +150+8.6% | Added |
| TownSquare Capital, LLC | 1,902 | $341.6K | 0.01% | +1,902 | New |
| JGP Global Gestao de Recursos Ltda. | 1,903 | $342.0K | 0.25% | −4−0.2% | Reduced |
| Redwood Wealth Management Group, LLC | 1,916 | $344.2K | 0.43% | +1,916 | New |
| Forum Financial Management, LP | 1,924 | $345.6K | 0.01% | +2+0.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,929 | $346.5K | 0.05% | +493+34.3% | Added |