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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 5,730 | $1.03M | 0.13% | +179+3.2% | Added |
| GWM Advisors LLC | 8,294 | $1.04M | 0.03% | +1,530+22.6% | Added |
| Chelsea Counsel Co | 5,782 | $1.04M | 0.52% | −420−6.8% | Reduced |
| Wedbush Securities Inc | 5,804 | $1.04M | 0.06% | −241−4.0% | Reduced |
| MAI Capital Management | 5,819 | $1.05M | 0.02% | +2,051+54.4% | Added |
| Advisory Services Network, LLC | 5,831 | $1.05M | 0.03% | +1,098+23.2% | Added |
| Shorepoint Capital Partners LLC | 5,836 | $1.05M | 0.29% | +5,836 | New |
| Veritable, L.P. | 5,951 | $1.07M | 0.02% | −1,159−16.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,963 | $1.07M | 0.02% | −293−4.7% | Reduced |
| Money Concepts Capital Corp | 5,995 | $1.08M | 0.05% | +441+7.9% | Added |
| Ulysses Management LLC | 6,000 | $1.08M | 0.32% | −3,000−33.3% | Reduced |
| Caption Management, LLC | 6,000 | $1.08M | 0.18% | +6,000 | New |
| Optimas Capital Ltd | 6,000 | $1.08M | 1.06% | +6,000 | New |
| Wealthcare Advisory Partners LLC | 6,039 | $1.08M | 0.05% | −198−3.2% | Reduced |
| Newlands Management Operations LLC | 6,053 | $1.09M | 0.03% | +6,053 | New |
| Hellman Jordan Management Co Inc | 6,073 | $1.09M | 1.85% | +516+9.3% | Added |
| Osher Van de Voorde Investment Management | 6,140 | $1.10M | 0.28% | −400−6.1% | Reduced |
| One Capital Management, LLC | 6,143 | $1.10M | 0.06% | −721−10.5% | Reduced |
| Integrated Wealth Concepts LLC | 6,152 | $1.10M | 0.03% | +139+2.3% | Added |
| Horizon Investments, LLC | 6,165 | $1.11M | 0.03% | +3,637+143.9% | Added |
| Avantax Advisory Services, Inc. | 6,169 | $1.11M | 0.01% | −1,635−21.0% | Reduced |
| Integrated Advisors Network LLC | 6,290 | $1.13M | 0.07% | +4,564+264.4% | Added |
| Legato Capital Management LLC | 6,385 | $1.15M | 0.22% | +6,385 | New |
| Capstone Triton Financial Group, LLC | 6,405 | $1.15M | 0.92% | −395−5.8% | Reduced |
| Steel Peak Wealth Management LLC | 6,407 | $1.15M | 0.08% | −5,493−46.2% | Reduced |
| Ontario Teachers Pension Plan Board | 6,416 | $1.15M | 0.01% | +88+1.4% | Added |
| Tactive Advisors, LLC | 6,512 | $1.17M | 0.76% | +6,512 | New |
| Capital International Sarl | 6,560 | $1.18M | 0.08% | +6,560 | New |
| Mather Group, LLC. | 6,599 | $1.19M | 0.02% | −601−8.3% | Reduced |
| SeaCrest Wealth Management, LLC | 6,699 | $1.20M | 0.17% | −247−3.6% | Reduced |
| Symmetry Partners, LLC | 6,714 | $1.21M | 0.07% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,788 | $1.22M | 0.12% | −589−8.0% | Reduced |
| Hudson Canyon Capital Management | 6,790 | $1.22M | 1.13% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,791 | $1.22M | 0.05% | +209+3.2% | Added |
| Flagship Harbor Advisors, LLC | 6,949 | $1.25M | 0.13% | +2,412+53.2% | Added |
| Jetstream Capital LLC | 7,000 | $1.26M | 2.86% | +7,000 | New |
| Tokio Marine Asset Management Co Ltd | 7,021 | $1.26M | 0.10% | +377+5.7% | Added |
| Aurora Investment Counsel | 7,086 | $1.27M | 0.88% | −236−3.2% | Reduced |
| Stratos Wealth Partners, LTD. | 7,091 | $1.27M | 0.03% | +61+0.9% | Added |
| Paragon Capital Management Inc | 7,228 | $1.30M | 1.21% | −521−6.7% | Reduced |
| RPg Family Wealth Advisory, LLC | 7,257 | $1.30M | 0.89% | −109−1.5% | Reduced |
| E Fund Management Co., Ltd. | 7,278 | $1.31M | 0.11% | −1,662−18.6% | Reduced |
| Cerity Partners LLC | 7,292 | $1.31M | 0.01% | +1,575+27.5% | Added |
| Quantinno Capital Management LP | 7,324 | $1.32M | 0.10% | +2,937+66.9% | Added |
| Ethic Inc. | 7,466 | $1.34M | 0.07% | +2,878+62.7% | Added |
| Park Avenue Securities LLC | 7,535 | $1.35M | 0.02% | +1,314+21.1% | Added |
| Washington Trust Co | 7,583 | $1.36M | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,591 | $1.36M | 0.00% | +1,210+19.0% | Added |
| Wetherby Asset Management Inc | 7,621 | $1.37M | 0.09% | +725+10.5% | Added |
| Bridgewater Associates, LP | 7,677 | $1.38M | 0.01% | −9,758−56.0% | Reduced |
| Capital Counsel LLC | 7,768 | $1.40M | 0.09% | +21+0.3% | Added |
| Focus Financial Network, Inc. | 7,819 | $1.40M | 0.11% | −1,159−12.9% | Reduced |
| IMS Capital Management | 7,834 | $1.41M | 0.90% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 8,051 | $1.45M | 0.04% | +8,051 | New |
| Cantor Fitzgerald, L. P. | 8,055 | $1.45M | 0.03% | −20,765−72.1% | Reduced |
| Ieq Capital, LLC | 8,087 | $1.45M | 0.04% | −2,207−21.4% | Reduced |
| Resources Investment Advisors, LLC. | 8,103 | $1.46M | 0.04% | +270+3.4% | Added |
| Everence Capital Management Inc | 8,160 | $1.47M | 0.13% | −2,420−22.9% | Reduced |
| Stevard, LLC | 8,188 | $1.47M | 1.26% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 8,214 | $1.48M | 0.82% | +2,850+53.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,238 | $1.48M | 0.04% | +2,579+45.6% | Added |
| Profit Investment Management, LLC | 8,296 | $1.49M | 1.05% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 8,302 | $1.49M | 0.01% | −3,074−27.0% | Reduced |
| Capital International Ltd | 8,311 | $1.49M | 0.10% | +8,311 | New |
| Centaurus Financial, Inc. | 8,457 | $1.52M | 0.14% | −403−4.5% | Reduced |
| Brinker Capital Investments, LLC | 8,529 | $1.53M | 0.03% | +1,956+29.8% | Added |
| Woodmont Investment Counsel LLC | 8,557 | $1.54M | 0.17% | −280−3.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 8,626 | $1.55M | 0.14% | −1,680−16.3% | Reduced |
| Motley Fool Asset Management LLC | 8,632 | $1.55M | 0.17% | −520−5.7% | Reduced |
| Momentum Advisors, LLC | 8,662 | $1.56M | 1.58% | −28−0.3% | Reduced |
| TD Private Client Wealth LLC | 8,682 | $1.56M | 0.07% | −1,979−18.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,708 | $1.56M | 0.03% | −524−5.7% | Reduced |
| Shell Asset Management Co | 8,792 | $1.58M | 0.07% | −3,433−28.1% | Reduced |
| Truist Financial Corp | 8,817 | $1.58M | 0.00% | +2,225+33.8% | Added |
| Assenagon Asset Management S.A. | 8,856 | $1.59M | 0.01% | +1,075+13.8% | Added |
| Redwood Investment Management, LLC | 8,863 | $1.59M | 0.21% | +8,863 | New |
| Cohen Capital Management, Inc. | 9,000 | $1.62M | 0.33% | 00.0% | Unchanged |
| South Dakota Investment Council | 9,114 | $1.64M | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 9,180 | $1.65M | 0.06% | −2,288−20.0% | Reduced |
| Harbor Investment Advisory, LLC | 9,224 | $1.66M | 0.26% | −381−4.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,278 | $1.67M | 0.47% | +9,278 | New |
| Colony Group LLC | 9,339 | $1.68M | 0.02% | +9,339 | New |
| China Universal Asset Management Co., Ltd. | 9,489 | $1.70M | 0.69% | +4,666+96.7% | Added |
| Brandywine Managers, LLC | 9,510 | $1.71M | 5.97% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,525 | $1.71M | 0.03% | +5,556+140.0% | Added |
| Verition Fund Management LLC | 9,530 | $1.71M | 0.03% | −3,582−27.3% | Reduced |
| Metis Global Partners, LLC | 9,537 | $1.71M | 0.15% | +3,590+60.4% | Added |
| Tudor Investment Corp Et Al | 9,779 | $1.76M | 0.04% | −26,582−73.1% | Reduced |
| Advisors Asset Management, Inc. | 9,847 | $1.77M | 0.04% | −4,136−29.6% | Reduced |
| Banco Santander, S.A. | 9,915 | $1.78M | 0.03% | −2,825−22.2% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 9,984 | $1.79M | 0.83% | −520−5.0% | Reduced |
| Eqis Capital Management, Inc. | 9,984 | $1.79M | 0.20% | −588−5.6% | Reduced |
| Riverview Capital Advisers, LLC | 10,000 | $1.80M | 0.96% | −50−0.5% | Reduced |
| National Asset Management, Inc. | 10,082 | $1.81M | 0.05% | +478+5.0% | Added |
| Patten & Patten Inc | 10,131 | $1.82M | 0.17% | −745−6.8% | Reduced |
| Stevens Capital Management LP | 10,153 | $1.82M | 1.15% | +10,153 | New |
| Hamilton Wealth, LLC | 10,352 | $1.86M | 0.76% | +10,352 | New |
| Northwestern Mutual Investment Management Company, LLC | 10,355 | $1.86M | 0.05% | −2,141−17.1% | Reduced |
| Venture Visionary Partners LLC | 10,491 | $1.88M | 0.14% | −460−4.2% | Reduced |
| Advisor Partners II, LLC | 10,533 | $1.89M | 0.12% | +4,746+82.0% | Added |