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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; 785 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: 785 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 2026785$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
Stokes Family Office, LLC0$00.00%−1,257−100.0%Sold out
Buckingham Strategic Partners0$00.00%−1,252−100.0%Sold out
Euclidean Technologies Management, LLC0$00.00%−1,246−100.0%Sold out
McGuire Investment Group, LLC0$00.00%−1,235−100.0%Sold out
Synovus Financial Corp0$00.00%−1,235−100.0%Sold out
Pacitti Group Inc.0$00.00%−1,231−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−1,185−100.0%Sold out
Childress Capital Advisors, LLC0$00.00%−1,176−100.0%Sold out
Adamsbrown Wealth Consultants LLC0$00.00%−1,171−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−1,163−100.0%Sold out
Western Wealth Management, LLC0$00.00%−1,162−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−1,155−100.0%Sold out
Financial Advocates Investment Management0$00.00%−1,130−100.0%Sold out
Clear Harbor Asset Management, LLC0$00.00%−1,125−100.0%Sold out
Capital Investment Advisory Services, LLC0$00.00%−1,114−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−1,108−100.0%Sold out
Comerica Securities,inc.0$00.00%−1,094−100.0%Sold out
Anfield Capital Management, LLC0$00.00%−910−100.0%Sold out
Ameliora Wealth Management Ltd.0$00.00%−750−100.0%Sold out
B&D White Capital Company, LLC0$00.00%−600−100.0%Sold out
Madden Securities Corp0$00.00%−570−100.0%Sold out
Romano Brothers and Company0$00.00%−558−100.0%Sold out
Traynor Capital Management, Inc.0$00.00%−323−100.0%Sold out
Win Advisors, Inc0$00.00%−262−100.0%Sold out
Operose Advisors LLC0$00.00%−260−100.0%Sold out
EWG Elevate Inc.0$00.00%−227−100.0%Sold out
Roble, Belko & Company, Inc0$00.00%−150−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−148−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−125−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−115−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−100−100.0%Sold out
Yarbrough Capital, LLC0$00.00%−100−100.0%Sold out
Distillate Capital Partners LLC0$00.00%−81−100.0%Sold out
Affiance Financial, LLC0$00.00%−73−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−75−100.0%Sold out
IMA Wealth, Inc.0$00.00%−68−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−61−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−61−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−60−100.0%Sold out
My Personal CFO, LLC0$00.00%−52−100.0%Sold out
KB Financial Partners, LLC0$00.00%−29−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−26−100.0%Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−20−100.0%Sold out
Red Tortoise LLC0$00.00%−20−100.0%Sold out
Sierra Capital LLC0$00.00%−17−100.0%Sold out
Retirement Financial Solutions, LLC0$00.00%−10−100.0%Sold out
First Personal Financial Services0$00.00%−8−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−6−100.0%Sold out
Trifecta Capital Advisors, LLC0$00.00%−6−100.0%Sold out
Baystate Wealth Management LLC0$00.00%−5−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−4−100.0%Sold out
Cranbrook Wealth Management, LLC0$00.00%−4−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−4−100.0%Sold out
Halpern Financial, Inc.0$00.00%−1−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−2−100.0%Sold out
Titleist Asset Management, Ltd.––––Not filed
Comerica Bank––––Not filed
Alaska Permanent Fund Corp––––Not filed
Financial Advisors Network, Inc.––––Not filed
Allstate Investment Management Co––––Not filed
Abeille Asset Management SA––––Not filed
Capital Financial Services, LLC––––Not filed
Momentum Advisors, LLC––––Not filed
Hellman Jordan Management Co Inc––––Not filed
swisspartners Ltd.––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Seeyond––––Not filed
CoreCap Advisors, LLC––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
Boenning & Scattergood, Inc.––––Not filed
Axiom Investment Management LLC––––Not filed
Pendal Group Limited––––Not filed
Kraft, Davis & Associates, LLC––––Not filed
Cribstone Capital Management, LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Tyler-Stone Wealth Management––––Not filed
Heritage Wealth Management, LLC––––Not filed
HealthInvest Partners AB––––Not filed
Trustcore Financial Services, LLC––––Not filed
Burleson & Company, LLC––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Cornerstone Planning Group LLC––––Not filed
Sanctuary Wealth Management, L.L.C.––––Not filed