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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 2,997 | $538.3K | 0.00% | −186−5.8% | Reduced |
| Sawtooth Solutions, LLC | 3,013 | $541.2K | 0.07% | +436+16.9% | Added |
| Founders Capital Management, LLC | 3,020 | $542.5K | 0.15% | +3,020 | New |
| Qtron Investments LLC | 3,030 | $544.2K | 0.11% | +301+11.0% | Added |
| Affinity Investment Advisors, LLC | 3,049 | $547.7K | 0.25% | +3,049 | New |
| Xcel Wealth Management, LLC | 3,066 | $550.7K | 0.22% | +50+1.7% | Added |
| HRT Financial LP | 3,092 | $555.0K | 0.01% | +3,092 | New |
| Cable Hill Partners, LLC | 3,106 | $557.9K | 0.10% | +70+2.3% | Added |
| Peregrine Capital Management LLC | 3,108 | $558.0K | 0.02% | +3,108 | New |
| Ropes Wealth Advisors LLC | 3,123 | $561.0K | 0.10% | −145−4.4% | Reduced |
| Clarius Group, LLC | 3,121 | $561.0K | 0.05% | −75−2.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,150 | $565.8K | 0.02% | 00.0% | Unchanged |
| Congress Park Capital LLC | 3,155 | $566.7K | 0.36% | −950−23.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,165 | $568.5K | 0.49% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 3,166 | $568.7K | 0.02% | −2,148−40.4% | Reduced |
| Apollon Wealth Management, LLC | 3,211 | $576.8K | 0.04% | +834+35.1% | Added |
| Keybank National Association | 3,226 | $579.5K | 0.00% | +198+6.5% | Added |
| Great Lakes Advisors, LLC | 3,232 | $580.5K | 0.03% | +8+0.2% | Added |
| Carl P. Sherr & Co., LLC | 3,237 | $581.4K | 0.44% | −15−0.5% | Reduced |
| Continuum Advisory, LLC | 3,361 | $603.7K | 0.11% | −89−2.6% | Reduced |
| Precision Wealth Strategies, LLC | 3,400 | $610.7K | 0.64% | −1,930−36.2% | Reduced |
| Accuvest Global Advisors | 3,402 | $611.0K | 0.20% | +1,299+61.8% | Added |
| Castle Rock Wealth Management, LLC | 3,179 | $614.3K | 0.27% | +3,179 | New |
| National Wealth Management Group, LLC | 3,423 | $614.8K | 0.74% | +821+31.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,485 | $626.0K | 0.03% | −210−5.7% | Reduced |
| Wedmont Private Capital | 3,515 | $633.9K | 0.09% | +3,515 | New |
| Summit Wealth & Retirement Planning, Inc. | 3,562 | $639.8K | 0.26% | −23−0.6% | Reduced |
| Glenmede Trust Co NA | 3,581 | $643.2K | 0.00% | +1,444+67.6% | Added |
| Valeo Financial Advisors, LLC | 3,613 | $649.0K | 0.04% | +1,036+40.2% | Added |
| Stephens Inc | 3,616 | $649.5K | 0.01% | +290+8.7% | Added |
| Fund Management at Engine No. 1 LLC | 3,638 | $653.5K | 0.16% | +404+12.5% | Added |
| AtonRa Partners | 3,746 | $672.9K | 0.86% | −1,013−21.3% | Reduced |
| Boston Private Wealth LLC | 3,752 | $673.8K | 0.01% | +975+35.1% | Added |
| Moody National Bank Trust Division | 3,755 | $674.0K | 0.06% | +181+5.1% | Added |
| Eschler Asset Management LLP | 3,780 | $679.0K | 1.29% | +3,780 | New |
| Trust Asset Management LLC | 3,926 | $705.2K | 0.09% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 3,991 | $716.9K | 0.56% | +3,991 | New |
| Capital International Inc | 3,996 | $717.8K | 0.02% | +3,996 | New |
| Coastal Capital Group, Inc. | 6,108 | $722.3K | 0.21% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,028 | $723.5K | 0.09% | +4,028 | New |
| Cigna Investments Inc | 4,133 | $743.0K | 0.16% | −48−1.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 4,174 | $749.7K | 0.06% | −46,451−91.8% | Reduced |
| Coldstream Capital Management Inc | 4,174 | $749.7K | 0.03% | +4,174 | New |
| Lavaca Capital LLC | 5,000 | $751.6K | 0.30% | 00.0% | Unchanged |
| AIA Group Ltd | 4,192 | $753.0K | 0.05% | −3,031−42.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 4,200 | $754.4K | 0.17% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 4,226 | $759.1K | 0.44% | +4,226 | New |
| Acadian Asset Management LLC | 4,259 | $764.0K | 0.00% | −8,288−66.1% | Reduced |
| Signaturefd, LLC | 4,285 | $769.7K | 0.02% | +1,410+49.0% | Added |
| ExodusPoint Capital Management, LP | 4,293 | $771.0K | 0.01% | −4,615−51.8% | Reduced |
| XTX Topco Ltd | 4,327 | $777.2K | 0.16% | +4,327 | New |
| Prairiewood Capital, LLC | 4,363 | $783.7K | 0.58% | −65−1.5% | Reduced |
| Wellington Shields & Co., LLC | 4,376 | $786.0K | 0.18% | −930−17.5% | Reduced |
| Reik & Co., LLC | 4,385 | $788.0K | 0.23% | −650−12.9% | Reduced |
| Rathbone Brothers plc | 4,391 | $788.7K | 0.01% | +629+16.7% | Added |
| Strategic Investment Advisors | 4,438 | $797.2K | 0.17% | −14−0.3% | Reduced |
| Abundance Wealth Counselors | 4,452 | $800.0K | 0.22% | −131−2.9% | Reduced |
| Massachusetts Financial Services Co | 4,475 | $803.8K | 0.00% | −38,352−89.6% | Reduced |
| Kestra Private Wealth Services, LLC | 4,507 | $809.5K | 0.04% | −130−2.8% | Reduced |
| Heritage Trust Co | 4,540 | $815.5K | 0.13% | +396+9.6% | Added |
| Wahed Invest LLC | 4,552 | $817.6K | 0.42% | +4,552 | New |
| First Dallas Securities Inc. | 4,625 | $831.0K | 0.50% | +2,750+146.7% | Added |
| Wolverine Trading, LLC | 4,657 | $836.0K | 0.01% | +2,696+137.5% | Added |
| Sequoia Financial Advisors, LLC | 4,658 | $836.7K | 0.02% | +1,902+69.0% | Added |
| MRP Capital Investments, LLC | 4,720 | $847.8K | 0.94% | +4,720 | New |
| GAM Holding AG | 4,727 | $849.1K | 0.07% | +441+10.3% | Added |
| Wade G W & Inc | 4,732 | $850.0K | 0.03% | +389+9.0% | Added |
| CWM, LLC | 4,755 | $854.0K | 0.01% | +1,145+31.7% | Added |
| Broderick Brian C | 4,800 | $862.2K | 0.26% | +2,300+92.0% | Added |
| Kovack Advisors, Inc. | 4,817 | $865.2K | 0.13% | −648−11.9% | Reduced |
| Kula Investments, LLC | 4,873 | $875.3K | 0.31% | +4,873 | New |
| SYSTM Wealth Solutions LLC | 4,896 | $879.4K | 0.11% | +4,896 | New |
| Cookson Peirce & Co Inc | 4,956 | $890.0K | 0.06% | +4,956 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,000 | $897.5K | 0.10% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 5,000 | $898.1K | 0.36% | −5,000−50.0% | Reduced |
| Gruss & Co., LLC | 5,000 | $898.1K | 5.55% | +5,000 | New |
| Arbor Investment Advisors, LLC | 5,000 | $898.1K | 0.18% | +5,000 | New |
| Aft, Forsyth & Sober, LLC | 5,050 | $907.1K | 0.41% | 00.0% | Unchanged |
| Greenleaf Trust | 5,064 | $910.0K | 0.01% | +2,251+80.0% | Added |
| DMG Group, LLC | 5,130 | $918.0K | 1.04% | +1,189+30.2% | Added |
| Montag A & Associates Inc | 5,116 | $918.9K | 0.06% | +3,315+184.1% | Added |
| Almanack Investment Partners, LLC. | 5,130 | $921.5K | 0.20% | −9,448−64.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,145 | $924.1K | 0.02% | +5,145 | New |
| Manhattan West Asset Management, LLC | 5,200 | $934.0K | 0.48% | +152+3.0% | Added |
| Moody Lynn & Lieberson, LLC | 5,230 | $939.0K | 0.09% | +5,230 | New |
| Great Valley Advisor Group, Inc. | 5,232 | $939.9K | 0.05% | +2,786+113.9% | Added |
| McAdam, LLC | 3,720 | $945.0K | 0.09% | −1,399−27.3% | Reduced |
| Empirical Finance, LLC | 5,314 | $954.5K | 0.10% | +633+13.5% | Added |
| Tiaa, FSB | 5,321 | $955.8K | 0.00% | +1,902+55.6% | Added |
| Congress Wealth Management LLC | 5,308 | $959.0K | 0.02% | +260+5.2% | Added |
| Hongkou Capital LP | 5,400 | $969.9K | 3.35% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 4,000 | $973.1K | 0.19% | +4,000 | New |
| TD Waterhouse Canada Inc. | 5,350 | $982.8K | 0.01% | −719−11.8% | Reduced |
| ETF Managers Group, LLC | 5,478 | $984.0K | 0.05% | −36,789−87.0% | Reduced |
| swisspartners Ltd. | 5,600 | $1.01M | 1.28% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 5,618 | $1.01M | 0.04% | +5,618 | New |
| AE Wealth Management LLC | 5,620 | $1.01M | 0.01% | −5,579−49.8% | Reduced |
| Cetera Advisors LLC | 5,625 | $1.01M | 0.02% | +484+9.4% | Added |
| Beacon Investment Advisory Services, Inc. | 5,627 | $1.01M | 0.05% | −10.0% | Reduced |
| Pathstone Family Office, LLC | 9,831 | $1.03M | 0.02% | +4,892+99.0% | Added |