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 |
|---|---|---|---|---|---|
| Liontrust Investment Partners LLP | 18,000 | $3.23M | 0.06% | −12,000−40.0% | Reduced |
| Captrust Financial Advisors | 17,931 | $3.22M | 0.02% | +2,830+18.7% | Added |
| Knuff & Co LLC | 17,774 | $3.19M | 1.36% | +536+3.1% | Added |
| Vident Investment Advisory, LLC | 17,741 | $3.19M | 0.12% | +2,275+14.7% | Added |
| Sectoral Asset Management Inc | 17,718 | $3.18M | 0.62% | −575−3.1% | Reduced |
| Thrivent Financial for Lutherans | 17,612 | $3.16M | 0.01% | +1,471+9.1% | Added |
| Ossiam | 17,520 | $3.15M | 0.08% | +12,486+248.0% | Added |
| Cetera Advisor Networks LLC | 17,195 | $3.09M | 0.03% | +87+0.5% | Added |
| Hennessy Advisors Inc | 16,700 | $3.00M | 0.20% | −1,000−5.6% | Reduced |
| Old Port Advisors | 16,560 | $2.97M | 1.12% | +280+1.7% | Added |
| Central Trust Co | 16,514 | $2.97M | 0.09% | −4,807−22.5% | Reduced |
| Kestra Advisory Services, LLC | 16,437 | $2.95M | 0.03% | −203−1.2% | Reduced |
| Cowen and Company, LLC | 16,324 | $2.93M | 0.31% | −16,978−51.0% | Reduced |
| Harvest Volatility Management LLC | 16,124 | $2.90M | 0.58% | −4,587−22.1% | Reduced |
| Lazard Asset Management LLC | 16,083 | $2.89M | 0.00% | −43,824−73.2% | Reduced |
| Commerce Bank | 15,966 | $2.87M | 0.02% | +9,757+157.1% | Added |
| Richard P Slaughter Associates Inc | 15,926 | $2.86M | 0.91% | −23−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 15,891 | $2.85M | 0.07% | +2,678+20.3% | Added |
| New Mexico Educational Retirement Board | 15,800 | $2.84M | 0.15% | −1,900−10.7% | Reduced |
| Centiva Capital, LP | 15,758 | $2.83M | 0.24% | −3,780−19.3% | Reduced |
| Blair William & Co | 15,593 | $2.80M | 0.01% | +822+5.6% | Added |
| Crossmark Global Holdings, Inc. | 15,484 | $2.78M | 0.07% | +707+4.8% | Added |
| Ipswich Investment Management Co., Inc. | 15,445 | $2.77M | 0.79% | −138−0.9% | Reduced |
| Financial Advisors Network, Inc. | 15,195 | $2.73M | 0.72% | +175+1.2% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 15,000 | $2.69M | 0.06% | +15,000 | New |
| Reynders McVeigh Capital Management, LLC | 14,968 | $2.69M | 0.20% | −1,792−10.7% | Reduced |
| D.A. Davidson & Co. | 14,881 | $2.67M | 0.03% | +7,208+93.9% | Added |
| Walleye Trading LLC | 14,696 | $2.64M | 0.07% | +7,469+103.3% | Added |
| Concorde Financial Corp | 22,260 | $2.63M | 1.78% | 00.0% | Unchanged |
| Lipe & Dalton | 14,644 | $2.63M | 1.51% | +14,644 | New |
| Slow Capital, Inc. | 14,595 | $2.62M | 0.58% | +139+1.0% | Added |
| Cubist Systematic Strategies, LLC | 14,237 | $2.56M | 0.02% | −47,037−76.8% | Reduced |
| 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 |
| Sepio Capital, LP | 14,156 | $2.54M | 0.22% | +14,156 | New |
| Richard Bernstein Advisors LLC | 13,919 | $2.50M | 0.06% | +13,919 | New |
| 180 Wealth Advisors, LLC | 12,879 | $2.49M | 0.59% | −293−2.2% | Reduced |
| Prospera Financial Services Inc | 13,613 | $2.45M | 0.12% | +8,214+152.1% | Added |
| Fifth Third Bancorp | 13,547 | $2.43M | 0.01% | +3,999+41.9% | Added |
| Exchange Traded Concepts, LLC | 13,430 | $2.41M | 0.07% | −2,786−17.2% | Reduced |
| Ameritas Investment Partners, Inc. | 12,254 | $2.41M | 0.10% | −660−5.1% | Reduced |
| Arkadios Wealth Advisors | 13,327 | $2.39M | 0.32% | −50−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 13,220 | $2.37M | 0.04% | −1,702−11.4% | Reduced |
| Oak Associates, Ltd | 13,081 | $2.35M | 0.20% | +490+3.9% | Added |
| Princeton Capital Management LLC | 13,008 | $2.34M | 1.04% | +30.0% | Added |
| Sivik Global Healthcare LLC | 13,000 | $2.33M | 1.10% | +13,000 | New |
| Baird Financial Group, Inc. | 12,718 | $2.29M | 0.01% | +1,006+8.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 12,781 | $2.28M | 0.05% | +12,781 | New |
| Merit Financial Group, LLC | 12,679 | $2.28M | 0.08% | −292−2.3% | Reduced |
| Circle Wealth Management, LLC | 12,668 | $2.28M | 0.35% | −19−0.1% | Reduced |
| Abeille Asset Management SA | 92,086 | $2.27M | 0.12% | +92,086 | New |
| Tredje AP-fonden | 12,618 | $2.27M | 0.04% | +1,200+10.5% | Added |
| Northwest & Ethical Investments L.P. | 12,595 | $2.26M | 0.08% | +1,551+14.0% | Added |
| Intrinsic Value Partners, LLC | 12,520 | $2.25M | 3.08% | −1,330−9.6% | Reduced |
| Moloney Securities Asset Management, LLC | 12,379 | $2.22M | 0.49% | +718+6.2% | Added |
| United Services Automobile Association | 12,308 | $2.21M | 0.05% | −607−4.7% | Reduced |
| International Assets Investment Management, LLC | 12,230 | $2.20M | 0.23% | +4,878+66.3% | Added |
| Independent Financial Group, LLC | 12,122 | $2.18M | 0.19% | +1,185+10.8% | Added |
| First Citizens Bank & Trust Co | 12,120 | $2.18M | 0.07% | +1,063+9.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,094 | $2.17M | 0.32% | +12,094 | New |
| Baader Bank INC | 12,083 | $2.17M | 0.20% | −12,270−50.4% | Reduced |
| Sigma Planning Corp | 12,067 | $2.17M | 0.08% | +639+5.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,057 | $2.17M | 0.19% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,914 | $2.14M | 0.02% | +6,947+139.9% | Added |
| United Capital Financial Advisers, LLC | 11,827 | $2.12M | 0.01% | +267+2.3% | Added |
| C2C Wealth Management, LLC | 11,010 | $2.12M | 0.37% | −431−3.8% | Reduced |
| XR Securities LLC | 11,640 | $2.09M | 2.49% | +6,328+119.1% | Added |
| Capital Financial Services, LLC | 11,639 | $2.09M | 2.88% | −830−6.7% | Reduced |
| Tower Research Capital LLC (TRC) | 11,485 | $2.06M | 0.09% | −66,984−85.4% | Reduced |
| Prudential PLC | 11,263 | $2.02M | 0.03% | −4,022−26.3% | Reduced |
| Winton Group Ltd | 10,774 | $1.94M | 0.13% | −29,228−73.1% | Reduced |
| Bayesian Capital Management, LP | 10,648 | $1.91M | 0.28% | −15,752−59.7% | Reduced |
| Green Alpha Advisors, LLC | 10,539 | $1.89M | 1.57% | +1,604+18.0% | Added |
| Advisor Partners II, LLC | 10,533 | $1.89M | 0.12% | +4,746+82.0% | Added |
| Venture Visionary Partners LLC | 10,491 | $1.88M | 0.14% | −460−4.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,355 | $1.86M | 0.05% | −2,141−17.1% | Reduced |
| Hamilton Wealth, LLC | 10,352 | $1.86M | 0.76% | +10,352 | New |
| Stevens Capital Management LP | 10,153 | $1.82M | 1.15% | +10,153 | New |
| Patten & Patten Inc | 10,131 | $1.82M | 0.17% | −745−6.8% | Reduced |
| National Asset Management, Inc. | 10,082 | $1.81M | 0.05% | +478+5.0% | Added |
| Riverview Capital Advisers, LLC | 10,000 | $1.80M | 0.96% | −50−0.5% | Reduced |
| Eqis Capital Management, Inc. | 9,984 | $1.79M | 0.20% | −588−5.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 9,984 | $1.79M | 0.83% | −520−5.0% | Reduced |
| Banco Santander, S.A. | 9,915 | $1.78M | 0.03% | −2,825−22.2% | Reduced |
| Advisors Asset Management, Inc. | 9,847 | $1.77M | 0.04% | −4,136−29.6% | Reduced |
| Tudor Investment Corp Et Al | 9,779 | $1.76M | 0.04% | −26,582−73.1% | Reduced |
| Metis Global Partners, LLC | 9,537 | $1.71M | 0.15% | +3,590+60.4% | Added |
| Verition Fund Management LLC | 9,530 | $1.71M | 0.03% | −3,582−27.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,525 | $1.71M | 0.03% | +5,556+140.0% | Added |
| Brandywine Managers, LLC | 9,510 | $1.71M | 5.97% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 9,489 | $1.70M | 0.69% | +4,666+96.7% | Added |
| Colony Group LLC | 9,339 | $1.68M | 0.02% | +9,339 | New |
| Linden Thomas Advisory Services, LLC | 9,278 | $1.67M | 0.47% | +9,278 | New |
| Harbor Investment Advisory, LLC | 9,224 | $1.66M | 0.26% | −381−4.0% | Reduced |
| Vestcor Inc | 9,180 | $1.65M | 0.06% | −2,288−20.0% | Reduced |
| South Dakota Investment Council | 9,114 | $1.64M | 0.04% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 9,000 | $1.62M | 0.33% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 8,863 | $1.59M | 0.21% | +8,863 | New |
| Assenagon Asset Management S.A. | 8,856 | $1.59M | 0.01% | +1,075+13.8% | Added |
| Truist Financial Corp | 8,817 | $1.58M | 0.00% | +2,225+33.8% | Added |