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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, Q1 2023

Institutional positions in Moderna, Inc. as of Mar 31, 2023. 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
1,019
−26 vs. Q4 2022
Shares held
272.7M
+24.5M (+9.9%) vs. Q4 2022
Total value
$38.3B
−$6.22B (−14.0%) vs. Q4 2022
New holders
110
336 more added
Sold out
136
391 more reduced

28 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,019 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ1 2023: $38.3B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q4 2022.

Institutions holding MRNA in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tower View Investment Management & Research LLC3$00.00%00.0%Unchanged
GW&K Investment Management, LLC2$00.00%+2New
Baldrige Asset Management LLC2$00.00%+2New
Tfo-TDC, LLC1$1540.00%−22−95.7%Reduced
Investment Research & Advisory Group, Inc.1$1540.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$1540.00%00.0%Unchanged
Lam Group, Inc.1$1540.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC1$1570.00%00.0%Unchanged
Wellington Shields Capital Management, LLC2$3070.00%00.0%Unchanged
Investors Research Corp2$3070.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc3$4600.00%−54−94.7%Reduced
PEAK6 Investments LLC4$5940.00%−54,667−100.0%Reduced
WestEnd Advisors, LLC–$6140.00%––
Financial Freedom, LLC4$6140.00%00.0%Unchanged
Clearview Wealth Advisors LLC5$7680.00%00.0%Unchanged
North Star Investment Management Corp.6$9210.00%00.0%Unchanged
SJS Investment Consulting Inc.6$9220.00%−13−68.4%Reduced
SkyView Investment Advisors, LLC4$1.00K0.00%+4New
Focused Wealth Management, Inc7$1.07K0.00%00.0%Unchanged
NewSquare Capital LLC8$1.23K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC8$1.23K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.8$1.23K0.00%+8New
Sofos Investments, Inc.5,526$1.30K0.06%+4,050+274.4%Added
TFC Financial Management9$1.38K0.00%−118−92.9%Reduced
Plante Moran Financial Advisors, LLC10$1.54K0.00%−100−90.9%Reduced
Disciplined Investments, LLC10$1.54K0.00%−7−41.2%Reduced
Buck Wealth Strategies, LLC10$1.54K0.00%+10New
West Paces Advisors Inc.11$1.69K0.00%00.0%Unchanged
Carmel Capital Partners, LLC11$1.69K0.00%+11New
HBC Financial Services, PLLC15$2.00K0.00%00.0%Unchanged
Foster Dykema Cabot & Co Inc10$2.00K0.00%+10New
Moisand Fitzgerald Tamayo, LLC14$2.15K0.00%−1−6.7%Reduced
MCF Advisors LLC14$2.15K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc15$2.30K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.15$2.30K0.00%+15New
PayPay Securities Corp17$2.61K0.17%−3−15.0%Reduced
Okabena Investment Services Inc18$2.76K0.00%+7+63.6%Added
Colonial Trust Advisors19$2.92K0.00%−4−17.4%Reduced
Prestige Wealth Management Group LLC19$2.92K0.00%−23−54.8%Reduced
Smithfield Trust Co20$3.00K0.00%00.0%Unchanged
Capital Analysts, LLC21$3.00K0.00%+21New
Close Asset Management Ltd20$3.00K0.00%+20New
Davidson Capital Management Inc.20$3.07K0.00%−1−4.8%Reduced
Grove Bank & Trust20$3.07K0.00%+20New
American National Bank21$3.23K0.00%00.0%Unchanged
Versant Capital Management, Inc22$3.36K0.00%−1−4.3%Reduced
Pacific Center for Financial Services24$3.70K0.00%+24New
True Wealth Design, LLC25$3.84K0.00%+1+4.2%Added
Rise Advisors, LLC27$4.15K0.00%00.0%Unchanged
WR Wealth Planners, LLC28$4.30K0.00%+10+55.6%Added
Parallax Volatility Advisers, L.P.30$4.61K0.00%−30−50.0%Reduced
JDM Financial Group LLC30$4.61K0.00%00.0%Unchanged
Ahrens Investment Partners LLC30$4.61K0.00%+30New
PFS Partners, LLC32$4.92K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.35$5.38K0.00%00.0%Unchanged
Horan Securities, Inc.35$5.44K0.00%−86−71.1%Reduced
Syverson Strege & Co36$5.53K0.00%+36New
Deseret Mutual Benefit Administrators38$5.84K0.00%+38New
Annapolis Financial Services, LLC39$5.99K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.41$6.00K0.00%+41New
Costello Asset Management, INC40$6.14K0.01%−40−50.0%Reduced
City Holding Co40$6.14K0.00%00.0%Unchanged
Wolff Wiese Magana LLC42$6.45K0.01%00.0%Unchanged
Raffa Wealth Management, LLC43$6.60K0.00%+2+4.9%Added
Northwest Investment Counselors, LLC45$6.91K0.00%00.0%Unchanged
Abound Wealth Management45$6.91K0.00%+9+25.0%Added
Eagle Bay Advisors LLC46$7.07K0.00%00.0%Unchanged
Schubert & Co46$7.07K0.01%−26−36.1%Reduced
Gs Investments, Inc.48$7.37K0.00%00.0%Unchanged
Arrow Financial Corp50$7.68K0.00%00.0%Unchanged
Proffitt & Goodson Inc50$7.68K0.00%00.0%Unchanged
Community Bank, N.A.50$7.68K0.00%+50New
JJJ Advisors Inc.51$8.01K0.00%−29−36.3%Reduced
First Horizon Advisors, Inc.56$8.60K0.00%−20−26.3%Reduced
Castleview Partners, LLC56$8.60K0.01%00.0%Unchanged
RFP Financial Group LLC58$8.91K0.01%−50−46.3%Reduced
Glen Eagle Advisors, LLC58$8.91K0.00%+10+20.8%Added
Steward Financial Group LLC59$9.00K0.00%+53+883.3%Added
Hollencrest Capital Management60$9.21K0.00%−9−13.0%Reduced
Joseph Group Capital Management60$9.21K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.65$9.98K0.01%−11−14.5%Reduced
Pacifica Partners Inc.65$10.2K0.01%+15+30.0%Added
Manchester Capital Management LLC68$10.4K0.00%00.0%Unchanged
WealthPLAN Partners, LLC69$10.6K0.00%+69New
Whittier Trust Co70$10.8K0.00%00.0%Unchanged
Atticus Wealth Management, LLC70$10.8K0.00%00.0%Unchanged
DuPont Capital Management Corp72$11.1K0.00%−2,215−96.9%Reduced
Tanglewood Legacy Advisors, LLC73$11.2K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC63$11.3K0.00%00.0%Unchanged
Park Place Capital Corp76$11.7K0.00%+53+230.4%Added
City State Bank75$12.0K0.01%−75−50.0%Reduced
Carmichael Hill & Associates, Inc.81$12.4K0.01%00.0%Unchanged
Arlington Partners LLC83$12.7K0.00%+83New
TSFG, LLC85$13.0K0.00%−41−32.5%Reduced
PSI Advisors, LLC90$13.8K0.01%00.0%Unchanged
Creative Financial Designs Inc90$13.8K0.00%+33+57.9%Added
VitalStone Financial, LLC52$14.0K0.01%−20−27.8%Reduced
IFP Advisors, Inc792$14.7K0.00%−1,039−56.7%Reduced
Bell Investment Advisors, Inc97$14.9K0.00%−24−19.8%Reduced
Pinnacle Bancorp, Inc.100$15.4K0.01%00.0%Unchanged