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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| Green Alpha Advisors, LLC | 10,539 | $1.89M | 1.57% | +1,604+18.0% | Added |
| Bayesian Capital Management, LP | 10,648 | $1.91M | 0.28% | −15,752−59.7% | Reduced |
| Winton Group Ltd | 10,774 | $1.94M | 0.13% | −29,228−73.1% | Reduced |
| Prudential PLC | 11,263 | $2.02M | 0.03% | −4,022−26.3% | Reduced |
| Tower Research Capital LLC (TRC) | 11,485 | $2.06M | 0.09% | −66,984−85.4% | Reduced |
| Capital Financial Services, LLC | 11,639 | $2.09M | 2.88% | −830−6.7% | Reduced |
| XR Securities LLC | 11,640 | $2.09M | 2.49% | +6,328+119.1% | Added |
| C2C Wealth Management, LLC | 11,010 | $2.12M | 0.37% | −431−3.8% | Reduced |
| United Capital Financial Advisers, LLC | 11,827 | $2.12M | 0.01% | +267+2.3% | Added |
| Cetera Investment Advisers | 11,914 | $2.14M | 0.02% | +6,947+139.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,057 | $2.17M | 0.19% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,067 | $2.17M | 0.08% | +639+5.6% | Added |
| Baader Bank INC | 12,083 | $2.17M | 0.20% | −12,270−50.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,094 | $2.17M | 0.32% | +12,094 | New |
| First Citizens Bank & Trust Co | 12,120 | $2.18M | 0.07% | +1,063+9.6% | Added |
| Independent Financial Group, LLC | 12,122 | $2.18M | 0.19% | +1,185+10.8% | Added |
| International Assets Investment Management, LLC | 12,230 | $2.20M | 0.23% | +4,878+66.3% | Added |
| United Services Automobile Association | 12,308 | $2.21M | 0.05% | −607−4.7% | Reduced |
| Moloney Securities Asset Management, LLC | 12,379 | $2.22M | 0.49% | +718+6.2% | Added |
| Intrinsic Value Partners, LLC | 12,520 | $2.25M | 3.08% | −1,330−9.6% | Reduced |
| Northwest & Ethical Investments L.P. | 12,595 | $2.26M | 0.08% | +1,551+14.0% | Added |
| Tredje AP-fonden | 12,618 | $2.27M | 0.04% | +1,200+10.5% | Added |
| Abeille Asset Management SA | 92,086 | $2.27M | 0.12% | +92,086 | New |
| Circle Wealth Management, LLC | 12,668 | $2.28M | 0.35% | −19−0.1% | Reduced |
| Merit Financial Group, LLC | 12,679 | $2.28M | 0.08% | −292−2.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 12,781 | $2.28M | 0.05% | +12,781 | New |
| Baird Financial Group, Inc. | 12,718 | $2.29M | 0.01% | +1,006+8.6% | Added |
| Sivik Global Healthcare LLC | 13,000 | $2.33M | 1.10% | +13,000 | New |
| Princeton Capital Management LLC | 13,008 | $2.34M | 1.04% | +30.0% | Added |
| Oak Associates, Ltd | 13,081 | $2.35M | 0.20% | +490+3.9% | Added |
| Atria Wealth Solutions, Inc. | 13,220 | $2.37M | 0.04% | −1,702−11.4% | Reduced |
| Arkadios Wealth Advisors | 13,327 | $2.39M | 0.32% | −50−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 12,254 | $2.41M | 0.10% | −660−5.1% | Reduced |
| Exchange Traded Concepts, LLC | 13,430 | $2.41M | 0.07% | −2,786−17.2% | Reduced |
| Fifth Third Bancorp | 13,547 | $2.43M | 0.01% | +3,999+41.9% | Added |
| Prospera Financial Services Inc | 13,613 | $2.45M | 0.12% | +8,214+152.1% | Added |
| 180 Wealth Advisors, LLC | 12,879 | $2.49M | 0.59% | −293−2.2% | Reduced |
| Richard Bernstein Advisors LLC | 13,919 | $2.50M | 0.06% | +13,919 | New |
| Sepio Capital, LP | 14,156 | $2.54M | 0.22% | +14,156 | New |
| Allstate Corp | 14,190 | $2.55M | 0.08% | +179+1.3% | Added |
| Allstate Investment Management Co | 14,190 | $2.55M | 0.08% | +14,190 | New |
| Cubist Systematic Strategies, LLC | 14,237 | $2.56M | 0.02% | −47,037−76.8% | Reduced |
| Slow Capital, Inc. | 14,595 | $2.62M | 0.58% | +139+1.0% | Added |
| Lipe & Dalton | 14,644 | $2.63M | 1.51% | +14,644 | New |
| Concorde Financial Corp | 22,260 | $2.63M | 1.78% | 00.0% | Unchanged |
| Walleye Trading LLC | 14,696 | $2.64M | 0.07% | +7,469+103.3% | Added |
| D.A. Davidson & Co. | 14,881 | $2.67M | 0.03% | +7,208+93.9% | Added |
| Reynders McVeigh Capital Management, LLC | 14,968 | $2.69M | 0.20% | −1,792−10.7% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 15,000 | $2.69M | 0.06% | +15,000 | New |
| Financial Advisors Network, Inc. | 15,195 | $2.73M | 0.72% | +175+1.2% | Added |
| Ipswich Investment Management Co., Inc. | 15,445 | $2.77M | 0.79% | −138−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 15,484 | $2.78M | 0.07% | +707+4.8% | Added |
| Blair William & Co | 15,593 | $2.80M | 0.01% | +822+5.6% | Added |
| Centiva Capital, LP | 15,758 | $2.83M | 0.24% | −3,780−19.3% | Reduced |
| New Mexico Educational Retirement Board | 15,800 | $2.84M | 0.15% | −1,900−10.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 15,891 | $2.85M | 0.07% | +2,678+20.3% | Added |
| Richard P Slaughter Associates Inc | 15,926 | $2.86M | 0.91% | −23−0.1% | Reduced |
| Commerce Bank | 15,966 | $2.87M | 0.02% | +9,757+157.1% | Added |
| Lazard Asset Management LLC | 16,083 | $2.89M | 0.00% | −43,824−73.2% | Reduced |
| Harvest Volatility Management LLC | 16,124 | $2.90M | 0.58% | −4,587−22.1% | Reduced |
| Cowen and Company, LLC | 16,324 | $2.93M | 0.31% | −16,978−51.0% | Reduced |
| Kestra Advisory Services, LLC | 16,437 | $2.95M | 0.03% | −203−1.2% | Reduced |
| Central Trust Co | 16,514 | $2.97M | 0.09% | −4,807−22.5% | Reduced |
| Old Port Advisors | 16,560 | $2.97M | 1.12% | +280+1.7% | Added |
| Hennessy Advisors Inc | 16,700 | $3.00M | 0.20% | −1,000−5.6% | Reduced |
| Cetera Advisor Networks LLC | 17,195 | $3.09M | 0.03% | +87+0.5% | Added |
| Ossiam | 17,520 | $3.15M | 0.08% | +12,486+248.0% | Added |
| Thrivent Financial for Lutherans | 17,612 | $3.16M | 0.01% | +1,471+9.1% | Added |
| Sectoral Asset Management Inc | 17,718 | $3.18M | 0.62% | −575−3.1% | Reduced |
| Vident Investment Advisory, LLC | 17,741 | $3.19M | 0.12% | +2,275+14.7% | Added |
| Knuff & Co LLC | 17,774 | $3.19M | 1.36% | +536+3.1% | Added |
| Captrust Financial Advisors | 17,931 | $3.22M | 0.02% | +2,830+18.7% | Added |
| Liontrust Investment Partners LLP | 18,000 | $3.23M | 0.06% | −12,000−40.0% | Reduced |
| JustInvest LLC | 18,101 | $3.25M | 0.13% | +1,683+10.3% | Added |
| Metropolitan Life Insurance Co | 18,334 | $3.29M | 0.15% | −984−5.1% | Reduced |
| Alaska Permanent Fund Corp | 18,400 | $3.31M | 0.05% | 00.0% | Unchanged |
| Scotia Capital Inc. | 18,425 | $3.31M | 0.03% | −2,765−13.0% | Reduced |
| Privium Fund Management B.V. | 19,051 | $3.41M | 1.29% | −2,400−11.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,300 | $3.47M | 0.01% | −533−2.7% | Reduced |
| Redwood Investments, LLC | 20,028 | $3.60M | 0.48% | +11,538+135.9% | Added |
| Geo Capital Gestora de Recursos Ltd | 20,381 | $3.66M | 2.93% | −4,115−16.8% | Reduced |
| Platinum Investment Management Ltd | 20,500 | $3.68M | 0.14% | +20,500 | New |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 22,154 | $3.98M | 0.20% | 00.0% | Unchanged |
| Mariner, LLC | 22,188 | $3.99M | 0.01% | +2,086+10.4% | Added |
| Industrial Alliance Investment Management Inc. | 22,251 | $4.00M | 0.11% | −2,134−8.8% | Reduced |
| Meitav Dash Investments Ltd | 22,846 | $4.10M | 0.07% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 22,985 | $4.13M | 0.21% | +22,985 | New |
| Prime Capital Investment Advisors, LLC | 23,175 | $4.16M | 0.16% | +15,897+218.4% | Added |
| Nikko Asset Management Americas, Inc. | 23,610 | $4.24M | 0.06% | −1,776−7.0% | Reduced |
| Hartford Investment Management Co | 23,902 | $4.29M | 0.13% | −8,038−25.2% | Reduced |
| Norinchukin Bank, The | 24,061 | $4.32M | 0.09% | −4,364−15.4% | Reduced |
| Biondo Investment Advisors, LLC | 24,185 | $4.34M | 0.97% | −134−0.6% | Reduced |
| US Bancorp | 24,652 | $4.43M | 0.01% | +3,305+15.5% | Added |
| Wealthfront Advisers LLC | 24,809 | $4.46M | 0.02% | +15,666+171.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 25,280 | $4.54M | 0.01% | −1,070−4.1% | Reduced |
| Elo Mutual Pension Insurance Co | 25,741 | $4.62M | 0.16% | +347+1.4% | Added |
| MML Investors Services, LLC | 25,959 | $4.66M | 0.03% | −1,484−5.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,049 | $4.68M | 0.09% | +1,489+6.1% | Added |
| Maryland State Retirement & Pension System | 26,112 | $4.69M | 0.14% | +26,112 | New |
| Kentucky Retirement Systems | 26,451 | $4.75M | 0.19% | +116+0.4% | Added |