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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 8,792 | $1.58M | 0.07% | −3,433−28.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,708 | $1.56M | 0.03% | −524−5.7% | Reduced |
| TD Private Client Wealth LLC | 8,682 | $1.56M | 0.07% | −1,979−18.6% | Reduced |
| Momentum Advisors, LLC | 8,662 | $1.56M | 1.58% | −28−0.3% | Reduced |
| Motley Fool Asset Management LLC | 8,632 | $1.55M | 0.17% | −520−5.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 8,626 | $1.55M | 0.14% | −1,680−16.3% | Reduced |
| Woodmont Investment Counsel LLC | 8,557 | $1.54M | 0.17% | −280−3.2% | Reduced |
| Brinker Capital Investments, LLC | 8,529 | $1.53M | 0.03% | +1,956+29.8% | Added |
| Centaurus Financial, Inc. | 8,457 | $1.52M | 0.14% | −403−4.5% | Reduced |
| Capital International Ltd | 8,311 | $1.49M | 0.10% | +8,311 | New |
| Panagora Asset Management Inc | 8,302 | $1.49M | 0.01% | −3,074−27.0% | Reduced |
| Profit Investment Management, LLC | 8,296 | $1.49M | 1.05% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 8,238 | $1.48M | 0.04% | +2,579+45.6% | Added |
| CMT Capital Markets Trading GmbH | 8,214 | $1.48M | 0.82% | +2,850+53.1% | Added |
| Stevard, LLC | 8,188 | $1.47M | 1.26% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,160 | $1.47M | 0.13% | −2,420−22.9% | Reduced |
| Resources Investment Advisors, LLC. | 8,103 | $1.46M | 0.04% | +270+3.4% | Added |
| Ieq Capital, LLC | 8,087 | $1.45M | 0.04% | −2,207−21.4% | Reduced |
| Cantor Fitzgerald, L. P. | 8,055 | $1.45M | 0.03% | −20,765−72.1% | Reduced |
| La Banque Postale Asset Management SA | 8,051 | $1.45M | 0.04% | +8,051 | New |
| IMS Capital Management | 7,834 | $1.41M | 0.90% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,819 | $1.40M | 0.11% | −1,159−12.9% | Reduced |
| Capital Counsel LLC | 7,768 | $1.40M | 0.09% | +21+0.3% | Added |
| Bridgewater Associates, LP | 7,677 | $1.38M | 0.01% | −9,758−56.0% | Reduced |
| Wetherby Asset Management Inc | 7,621 | $1.37M | 0.09% | +725+10.5% | Added |
| Bessemer Group Inc | 7,591 | $1.36M | 0.00% | +1,210+19.0% | Added |
| Washington Trust Co | 7,583 | $1.36M | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 7,535 | $1.35M | 0.02% | +1,314+21.1% | Added |
| Ethic Inc. | 7,466 | $1.34M | 0.07% | +2,878+62.7% | Added |
| Quantinno Capital Management LP | 7,324 | $1.32M | 0.10% | +2,937+66.9% | Added |
| Cerity Partners LLC | 7,292 | $1.31M | 0.01% | +1,575+27.5% | Added |
| E Fund Management Co., Ltd. | 7,278 | $1.31M | 0.11% | −1,662−18.6% | Reduced |
| RPg Family Wealth Advisory, LLC | 7,257 | $1.30M | 0.89% | −109−1.5% | Reduced |
| Paragon Capital Management Inc | 7,228 | $1.30M | 1.21% | −521−6.7% | Reduced |
| Stratos Wealth Partners, LTD. | 7,091 | $1.27M | 0.03% | +61+0.9% | Added |
| Aurora Investment Counsel | 7,086 | $1.27M | 0.88% | −236−3.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,021 | $1.26M | 0.10% | +377+5.7% | Added |
| Jetstream Capital LLC | 7,000 | $1.26M | 2.86% | +7,000 | New |
| Flagship Harbor Advisors, LLC | 6,949 | $1.25M | 0.13% | +2,412+53.2% | Added |
| Parallel Advisors, LLC | 6,791 | $1.22M | 0.05% | +209+3.2% | Added |
| Hudson Canyon Capital Management | 6,790 | $1.22M | 1.13% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,788 | $1.22M | 0.12% | −589−8.0% | Reduced |
| Symmetry Partners, LLC | 6,714 | $1.21M | 0.07% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,699 | $1.20M | 0.17% | −247−3.6% | Reduced |
| Mather Group, LLC. | 6,599 | $1.19M | 0.02% | −601−8.3% | Reduced |
| Capital International Sarl | 6,560 | $1.18M | 0.08% | +6,560 | New |
| Tactive Advisors, LLC | 6,512 | $1.17M | 0.76% | +6,512 | New |
| Ontario Teachers Pension Plan Board | 6,416 | $1.15M | 0.01% | +88+1.4% | Added |
| Steel Peak Wealth Management LLC | 6,407 | $1.15M | 0.08% | −5,493−46.2% | Reduced |
| Capstone Triton Financial Group, LLC | 6,405 | $1.15M | 0.92% | −395−5.8% | Reduced |
| Legato Capital Management LLC | 6,385 | $1.15M | 0.22% | +6,385 | New |
| Integrated Advisors Network LLC | 6,290 | $1.13M | 0.07% | +4,564+264.4% | Added |
| Avantax Advisory Services, Inc. | 6,169 | $1.11M | 0.01% | −1,635−21.0% | Reduced |
| Horizon Investments, LLC | 6,165 | $1.11M | 0.03% | +3,637+143.9% | Added |
| Integrated Wealth Concepts LLC | 6,152 | $1.10M | 0.03% | +139+2.3% | Added |
| One Capital Management, LLC | 6,143 | $1.10M | 0.06% | −721−10.5% | Reduced |
| Osher Van de Voorde Investment Management | 6,140 | $1.10M | 0.28% | −400−6.1% | Reduced |
| Hellman Jordan Management Co Inc | 6,073 | $1.09M | 1.85% | +516+9.3% | Added |
| Newlands Management Operations LLC | 6,053 | $1.09M | 0.03% | +6,053 | New |
| Wealthcare Advisory Partners LLC | 6,039 | $1.08M | 0.05% | −198−3.2% | Reduced |
| 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 |
| Money Concepts Capital Corp | 5,995 | $1.08M | 0.05% | +441+7.9% | Added |
| Steward Partners Investment Advisory, LLC | 5,963 | $1.07M | 0.02% | −293−4.7% | Reduced |
| Veritable, L.P. | 5,951 | $1.07M | 0.02% | −1,159−16.3% | Reduced |
| Shorepoint Capital Partners LLC | 5,836 | $1.05M | 0.29% | +5,836 | New |
| Advisory Services Network, LLC | 5,831 | $1.05M | 0.03% | +1,098+23.2% | Added |
| MAI Capital Management | 5,819 | $1.05M | 0.02% | +2,051+54.4% | Added |
| Wedbush Securities Inc | 5,804 | $1.04M | 0.06% | −241−4.0% | Reduced |
| Chelsea Counsel Co | 5,782 | $1.04M | 0.52% | −420−6.8% | Reduced |
| GWM Advisors LLC | 8,294 | $1.04M | 0.03% | +1,530+22.6% | Added |
| Bristlecone Advisors, LLC | 5,730 | $1.03M | 0.13% | +179+3.2% | Added |
| Pathstone Family Office, LLC | 9,831 | $1.03M | 0.02% | +4,892+99.0% | Added |
| Beacon Investment Advisory Services, Inc. | 5,627 | $1.01M | 0.05% | −10.0% | Reduced |
| Cetera Advisors LLC | 5,625 | $1.01M | 0.02% | +484+9.4% | Added |
| AE Wealth Management LLC | 5,620 | $1.01M | 0.01% | −5,579−49.8% | Reduced |
| Bleakley Financial Group, LLC | 5,618 | $1.01M | 0.04% | +5,618 | New |
| swisspartners Ltd. | 5,600 | $1.01M | 1.28% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 5,478 | $984.0K | 0.05% | −36,789−87.0% | Reduced |
| TD Waterhouse Canada Inc. | 5,350 | $982.8K | 0.01% | −719−11.8% | Reduced |
| K.J. Harrison & Partners Inc | 4,000 | $973.1K | 0.19% | +4,000 | New |
| Hongkou Capital LP | 5,400 | $969.9K | 3.35% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,308 | $959.0K | 0.02% | +260+5.2% | Added |
| Tiaa, FSB | 5,321 | $955.8K | 0.00% | +1,902+55.6% | Added |
| Empirical Finance, LLC | 5,314 | $954.5K | 0.10% | +633+13.5% | Added |
| McAdam, LLC | 3,720 | $945.0K | 0.09% | −1,399−27.3% | Reduced |
| Great Valley Advisor Group, Inc. | 5,232 | $939.9K | 0.05% | +2,786+113.9% | Added |
| Moody Lynn & Lieberson, LLC | 5,230 | $939.0K | 0.09% | +5,230 | New |
| Manhattan West Asset Management, LLC | 5,200 | $934.0K | 0.48% | +152+3.0% | Added |
| Williams Jones Wealth Management, LLC. | 5,145 | $924.1K | 0.02% | +5,145 | New |
| Almanack Investment Partners, LLC. | 5,130 | $921.5K | 0.20% | −9,448−64.8% | Reduced |
| Montag A & Associates Inc | 5,116 | $918.9K | 0.06% | +3,315+184.1% | Added |
| DMG Group, LLC | 5,130 | $918.0K | 1.04% | +1,189+30.2% | Added |
| Greenleaf Trust | 5,064 | $910.0K | 0.01% | +2,251+80.0% | Added |
| Aft, Forsyth & Sober, LLC | 5,050 | $907.1K | 0.41% | 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,000 | $897.5K | 0.10% | 00.0% | Unchanged |