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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 101 | $15.5K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 104 | $16.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 107 | $16.4K | 0.00% | −22−17.1% | Reduced |
| Insight Financial Services | 110 | $16.9K | 0.07% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 110 | $17.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 113 | $17.4K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 113 | $17.4K | 0.02% | +109+2,725.0% | Added |
| Farther Finance Advisors, LLC | 114 | $17.5K | 0.01% | −41−26.5% | Reduced |
| Bogart Wealth, LLC | 115 | $17.7K | 0.00% | −20−14.8% | Reduced |
| Rational Advisors LLC | 118 | $18.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 119 | $18.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 119 | $18.3K | 0.01% | −3−2.5% | Reduced |
| Chesapeake Asset Management LLC | 122 | $18.7K | 0.02% | +122 | New |
| ICA Group Wealth Management, LLC | 122 | $18.7K | 0.00% | −30−19.7% | Reduced |
| Accel Wealth Management | 122 | $18.7K | 0.01% | +25+25.8% | Added |
| GoalVest Advisory LLC | 123 | $18.9K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 127 | $19.5K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 128 | $19.7K | 0.00% | +118+1,180.0% | Added |
| Lowe Wealth Advisors, LLC | 130 | $20.0K | 0.01% | −33−20.2% | Reduced |
| Winch Advisory Services, LLC | 132 | $20.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 132 | $20.3K | 0.00% | +14+11.9% | Added |
| Toth Financial Advisory Corp | 135 | $20.7K | 0.00% | −117−46.4% | Reduced |
| Covestor Ltd | 137 | $21.0K | 0.02% | −12−8.1% | Reduced |
| Coston, McIsaac & Partners | 139 | $21.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 137 | $21.0K | 0.00% | +87+174.0% | Added |
| Thompson Siegel & Walmsley LLC | 143 | $22.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 150 | $23.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 150 | $23.0K | 0.00% | +112+294.7% | Added |
| Central Bank & Trust Co | 158 | $24.3K | 0.00% | +10+6.8% | Added |
| Earnest Partners LLC | 161 | $24.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 161 | $24.7K | 0.02% | +11+7.3% | Added |
| Godsey & Gibb Associates | 176 | $27.0K | 0.00% | −100−36.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 185 | $28.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 185 | $28.4K | 0.00% | +125+208.3% | Added |
| Fred Alger Management, LLC | 190 | $29.2K | 0.00% | −204,363−99.9% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $30.7K | 0.01% | −20−9.1% | Reduced |
| AllSquare Wealth Management LLC | 200 | $30.7K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 200 | $30.7K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 204 | $31.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 212 | $32.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 220 | $33.8K | 0.00% | −4−1.8% | Reduced |
| Duncker Streett & Co Inc | 220 | $33.8K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 222 | $34.1K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 225 | $34.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 226 | $34.7K | 0.00% | −74−24.7% | Reduced |
| Activest Wealth Management | 238 | $35.1K | 0.02% | −963−80.2% | Reduced |
| Stone House Investment Management, LLC | 234 | $35.9K | 0.01% | +234 | New |
| CarsonAllaria Wealth Management, Ltd. | 235 | $36.1K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 239 | $36.7K | 0.00% | −41−14.6% | Reduced |
| Glassman Wealth Services | 242 | $37.2K | 0.01% | −128−34.6% | Reduced |
| Stonebridge Capital Advisors LLC | 245 | $37.6K | 0.00% | −5−2.0% | Reduced |
| Resurgent Financial Advisors LLC | 253 | $38.9K | 0.03% | −166−39.6% | Reduced |
| Webster Bank, N. A. | 266 | $40.9K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 274 | $42.0K | 0.02% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 245 | $42.2K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 276 | $42.4K | 0.01% | −9−3.2% | Reduced |
| Gradient Investments LLC | 280 | $43.0K | 0.00% | −5−1.8% | Reduced |
| Baker Avenue Asset Management, LP | 282 | $43.3K | 0.00% | −3−1.1% | Reduced |
| Caldwell Trust Co | 282 | $43.3K | 0.01% | +80+39.6% | Added |
| Hexagon Capital Partners LLC | 286 | $44.0K | 0.01% | −8−2.7% | Reduced |
| Center for Financial Planning, Inc. | 288 | $44.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 290 | $44.5K | 0.01% | −65−18.3% | Reduced |
| Endurance Wealth Management, Inc. | 300 | $46.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $46.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 300 | $46.1K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 310 | $47.6K | 0.00% | +310 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 320 | $49.1K | 0.00% | −665−67.5% | Reduced |
| Ancora Advisors, LLC | 329 | $50.5K | 0.00% | +96+41.2% | Added |
| Cullen/Frost Bankers, Inc. | 337 | $51.8K | 0.00% | +333+8,325.0% | Added |
| Bangor Savings Bank | 360 | $55.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 363 | $55.8K | 0.01% | −258−41.5% | Reduced |
| Bartlett & Co. LLC | 380 | $58.0K | 0.00% | −50−11.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 380 | $58.4K | 0.00% | −50−11.6% | Reduced |
| HM Payson & Co | 382 | $58.6K | 0.00% | +10+2.7% | Added |
| Laurel Wealth Advisors LLC | 400 | $61.4K | 0.01% | +200+100.0% | Added |
| Hantz Financial Services, Inc. | 420 | $65.0K | 0.00% | +1+0.2% | Added |
| Financial Perspectives, Inc | 436 | $66.9K | 0.03% | +230+111.7% | Added |
| Kelly Financial Services LLC | 444 | $68.2K | 0.03% | +269+153.7% | Added |
| WealthPlan Investment Management, LLC | 445 | $68.3K | 0.01% | +445 | New |
| Parkside Financial Bank & Trust | 449 | $69.0K | 0.02% | +1+0.2% | Added |
| Piscataqua Savings Bank | 450 | $69.1K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 456 | $70.0K | 0.01% | +456 | New |
| TCI Wealth Advisors, Inc. | 468 | $71.9K | 0.01% | +65+16.1% | Added |
| Consultiva Wealth Management, Corp. | 475 | $73.0K | 1.87% | 00.0% | Unchanged |
| Valley National Advisers Inc | 527 | $73.0K | 0.01% | +100+23.4% | Added |
| Atwood & Palmer Inc | 500 | $76.8K | 0.01% | −1,000−66.7% | Reduced |
| Trust Co of Vermont | 500 | $76.8K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $76.8K | 0.03% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 500 | $76.8K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 500 | $76.8K | 0.01% | +477+2,073.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 500 | $76.8K | 0.08% | +500 | New |
| FNY Investment Advisers, LLC | 508 | $78.0K | 0.09% | +508 | New |