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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
Fukoku Mutual Life Insurance Co1,933$347.2K0.03%+165+9.3%Added
Hoey Investments, Inc1,936$347.7K0.15%−450−18.9%Reduced
EP Wealth Advisors, LLC1,944$349.2K0.01%+1,944New
Humankind Investments LLC1,951$350.4K0.15%−491−20.1%Reduced
Chicago Capital, LLC1,955$351.2K0.02%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,973$354.4K0.06%+1,973New
Level Four Advisory Services, LLC1,986$356.7K0.03%+1,986New
Gladstone Institutional Advisory LLC1,990$357.4K0.03%−363−15.4%Reduced
Lake Street Financial LLC1,993$358.0K0.07%+44+2.3%Added
Allworth Financial LP1,994$358.2K0.00%+542+37.3%Added
EMC Capital Management2,000$359.0K0.32%00.0%Unchanged
Jupiter Wealth Management LLC2,000$359.0K0.35%+1,000+100.0%Added
HBK Sorce Advisory LLC1,998$359.0K0.01%+1,998New
Harvey Capital Management Inc2,000$359.2K0.15%00.0%Unchanged
Paragon Wealth Strategies, LLC2,000$359.2K0.43%00.0%Unchanged
Detalus Advisors, LLC2,000$359.2K0.18%00.0%Unchanged
Ascendant Capital Management, LLC2,000$359.2K1.10%+2,000New
Brighton Jones LLC2,007$360.6K0.02%−41−2.0%Reduced
RWM Asset Management, LLC2,010$361.0K0.08%00.0%Unchanged
Cardiff Park Advisors, LLC2,012$361.4K0.05%+2,012New
Johnson Investment Counsel Inc2,019$362.7K0.00%−103−4.9%Reduced
Optimum Investment Advisors2,024$363.6K0.20%00.0%Unchanged
Avantax Planning Partners, Inc.2,040$366.4K0.01%+2,040New
Mayfair Advisory Group, LLC1,992$366.4K0.47%+300+17.7%Added
Kaizen Financial Strategies1,909$366.5K0.36%−600−23.9%Reduced
Ausdal Financial Partners, Inc.2,041$366.6K0.05%+2,041New
Van Hulzen Asset Management, LLC2,044$367.0K0.04%+2,044New
Cim Investment Mangement Inc2,053$368.8K0.15%−48−2.3%Reduced
Ameritas Advisory Services, LLC2,057$369.5K0.02%+332+19.2%Added
Capital Group Investment Management Pte. Ltd.2,067$371.3K0.01%+2,067New
Summit Asset Management, LLC2,070$371.8K0.11%00.0%Unchanged
NorthRock Partners, LLC2,075$372.7K0.04%+2,075New
Harvest Fund Management Co., Ltd2,099$373.0K0.10%+1,211+136.4%Added
Private Capital Management LLC2,088$375.0K0.12%−957−31.4%Reduced
Ci Investments Inc.2,092$376.0K0.00%+999+91.4%Added
Peapack Gladstone Financial Corp2,100$377.0K0.01%00.0%Unchanged
Cohen Klingenstein LLC2,100$377.2K0.02%00.0%Unchanged
Savant Capital, LLC2,113$379.5K0.01%+390+22.6%Added
Claro Advisors LLC2,117$380.2K0.12%−236−10.0%Reduced
Means Investment Co., Inc.2,131$382.8K0.08%−135−6.0%Reduced
CoreCap Advisors, LLC2,155$387.1K0.03%+2,155New
Alpha Family Trust2,190$393.4K0.36%+2,190New
Seeyond2,191$393.5K0.04%−40−1.8%Reduced
Ascent Group, LLC2,193$393.9K0.05%+21+1.0%Added
Connectus Wealth, LLC2,195$394.3K0.01%+2,195New
Northeast Financial Consultants Inc2,210$397.0K0.03%00.0%Unchanged
Murphy Pohlad Asset Management LLC2,215$397.9K0.16%00.0%Unchanged
Ritholtz Wealth Management2,238$401.9K0.02%−1,069−32.3%Reduced
Sentry Investment Management LLC2,241$403.0K0.18%−139−5.8%Reduced
Modus Advisors, LLC2,259$405.8K0.20%00.0%Unchanged
AdvisorNet Financial, Inc2,282$409.9K0.04%−155−6.4%Reduced
Beacon Pointe Advisors, LLC2,286$410.6K0.01%−109−4.6%Reduced
Avaii Wealth Management, LLC2,287$410.8K0.37%−846−27.0%Reduced
DuPont Capital Management Corp2,287$410.8K0.02%−211−8.4%Reduced
Benjamin F. Edwards & Company, Inc.2,295$412.0K0.02%+992+76.1%Added
HB Wealth Management, LLC2,295$412.2K0.01%+2,295New
Aberdeen Wealth Management LLC2,315$415.8K0.31%00.0%Unchanged
M Holdings Securities, Inc.2,323$417.0K0.04%−200−7.9%Reduced
J.W. Cole Advisors, Inc.2,326$417.8K0.03%−127−5.2%Reduced
Abbrea Capital, LLC2,327$418.0K0.08%−107−4.4%Reduced
Headlands Technologies LLC2,337$420.0K0.33%+2,337New
Zeke Capital Advisors, LLC2,370$425.7K0.03%+2,370New
Wealth Effects LLC2,371$425.9K0.24%00.0%Unchanged
Perigon Wealth Management, LLC2,399$430.9K0.03%−2,081−46.5%Reduced
Alps Advisors Inc2,406$432.2K0.00%−10−0.4%Reduced
SRB Corp2,412$433.0K0.03%+2,412New
Foster & Motley Inc2,417$434.0K0.04%−2,122−46.8%Reduced
Diversified Trust Co2,446$439.0K0.02%−439−15.2%Reduced
Miracle Mile Advisors, LLC2,448$439.7K0.02%00.0%Unchanged
Squarepoint Ops LLC2,467$443.1K0.00%−108,697−97.8%Reduced
Buckingham Strategic Wealth, LLC2,469$443.5K0.01%+144+6.2%Added
Philadelphia Trust Co2,505$450.0K0.05%00.0%Unchanged
Keebeck Wealth Management, LLC2,507$450.3K0.08%+7+0.3%Added
Malaga Cove Capital, LLC2,526$453.7K0.25%00.0%Unchanged
Norris Financial Group, LLC2,546$457.3K0.39%+2,546New
STF Management LP2,560$459.8K0.66%+2,560New
Fairfield Financial Advisors, LTD2,563$460.4K0.21%−280−9.8%Reduced
Regal Investment Advisors LLC2,580$463.4K0.04%−97−3.6%Reduced
Spire Wealth Management2,587$465.0K0.03%−163−5.9%Reduced
Perfromance Wealth Partners, LLC2,610$468.8K0.03%+400+18.1%Added
Lee Financial Co2,616$469.9K0.08%00.0%Unchanged
Snowden Capital Advisors LLC2,624$471.3K0.02%−621−19.1%Reduced
Paradigm Financial Partners, LLC2,624$473.2K0.14%+86+3.4%Added
Global Retirement Partners, LLC2,689$483.0K0.03%+559+26.2%Added
Quadrant Capital Group LLC2,691$483.4K0.05%+986+57.8%Added
Oppenheimer Asset Management Inc.2,696$484.3K0.01%+2,696New
Sheaff Brock Investment Advisors, LLC2,724$489.2K0.05%+276+11.3%Added
GFG Capital, LLC2,740$492.2K0.11%−30−1.1%Reduced
Principle Wealth Partners LLC2,745$493.1K0.06%00.0%Unchanged
Pinnacle Associates Ltd2,750$494.0K0.01%−307−10.0%Reduced
Cypress Capital Group2,781$499.5K0.08%+612+28.2%Added
Veriti Management LLC2,781$499.5K0.07%+753+37.1%Added
Stamos Capital Partners, L.P.2,790$501.1K0.16%+2,790New
U.S. Capital Wealth Advisors, LLC2,814$505.5K0.02%−550−16.3%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,854$512.6K0.14%+71+2.6%Added
Lido Advisors, LLC2,859$513.5K0.01%−450−13.6%Reduced
MMBG Investment Advisors Co.2,860$514.0K0.07%−1,430−33.3%Reduced
Ballentine Partners, LLC2,926$525.6K0.02%+414+16.5%Added
Cahill Wealth Management, LLC3,112$533.6K0.39%+542+21.1%Added
CV Advisors LLC2,991$537.2K0.56%−3,093−50.8%Reduced