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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 510 | $78.3K | 0.00% | +336+193.1% | Added |
| Private Trust Co NA | 518 | $79.6K | 0.01% | +346+201.2% | Added |
| Quent Capital, LLC | 531 | $81.6K | 0.01% | +22+4.3% | Added |
| Cambridge Trust Co | 546 | $83.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 546 | $84.0K | 0.01% | +495+970.6% | Added |
| Rosenberg Matthew Hamilton | 564 | $86.6K | 0.03% | +35+6.6% | Added |
| Country Trust Bank | 568 | $87.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 580 | $89.1K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 601 | $92.0K | 0.03% | −730−54.8% | Reduced |
| Sound Income Strategies, LLC | 600 | $92.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 647 | $99.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 672 | $103.2K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 685 | $105.0K | 0.07% | −18−2.6% | Reduced |
| Crewe Advisors LLC | 692 | $106.3K | 0.02% | −29−4.0% | Reduced |
| Key Financial Inc | 701 | $107.7K | 0.04% | +176+33.5% | Added |
| Lumina Fund Management LLC | 700 | $108.0K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 708 | $108.7K | 0.01% | −985−58.2% | Reduced |
| US Asset Management LLC | 711 | $109.0K | 0.11% | −4−0.6% | Reduced |
| Asset Dedication, LLC | 718 | $110.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 735 | $112.9K | 0.00% | −123−14.3% | Reduced |
| Global Financial Private Client, LLC | 709 | $113.1K | 0.06% | −100−12.4% | Reduced |
| AXS Investments LLC | 740 | $113.6K | 0.04% | +740 | New |
| Vigilant Capital Management, LLC | 750 | $115.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 754 | $115.8K | 0.01% | −66−8.0% | Reduced |
| Column Capital Advisors, LLC | 117,112 | $117.1K | 0.02% | −90.0% | Reduced |
| BDO Wealth Advisors, LLC | 770 | $118.3K | 0.01% | +150+24.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 777 | $119.0K | 0.05% | +397+104.5% | Added |
| Quintet Private Bank (Europe) S.A. | 807 | $123.9K | 0.01% | +807 | New |
| Ronald Blue Trust, Inc. | 720 | $129.0K | 0.00% | +500+227.3% | Added |
| Lindbrook Capital, LLC | 894 | $137.3K | 0.02% | −134−13.0% | Reduced |
| Ofi Invest Asset Management | 21,434,153 | $139.7K | 0.72% | +21,434,153 | New |
| Maj Invest Holding A/S | 990 | $153.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $153.6K | 0.09% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $153.6K | 0.09% | −2−0.2% | Reduced |
| Estabrook Capital Management | 1,000 | $153.6K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $153.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,008 | $154.8K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,047 | $161.0K | 0.04% | −1,052−50.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,071 | $164.5K | 0.01% | +165+18.2% | Added |
| Ameritas Advisory Services, LLC | 1,142 | $167.1K | 0.01% | −915−44.5% | Reduced |
| Ellevest, Inc. | 1,105 | $169.7K | 0.01% | +17+1.6% | Added |
| Denali Advisors LLC | 1,200 | $184.3K | 0.08% | +600+100.0% | Added |
| Garda Capital Partners LP | 1,290 | $198.1K | 0.17% | +1,290 | New |
| Jeppson Wealth Management, LLC | 1,307 | $200.7K | 0.09% | −17−1.3% | Reduced |
| Meritage Portfolio Management | 1,312 | $201.0K | 0.02% | −32−2.4% | Reduced |
| Nadler Financial Group, Inc. | 1,311 | $201.3K | 0.03% | −100−7.1% | Reduced |
| Crescent Grove Advisors, LLC | 1,312 | $201.5K | 0.02% | −74−5.3% | Reduced |
| Breakwater Capital Group | 1,313 | $201.7K | 0.08% | +1,313 | New |
| Wealthspire Advisors, LLC | 1,314 | $201.8K | 0.00% | −496−27.4% | Reduced |
| LWM Advisory Services, LLC | 1,306 | $202.6K | 0.22% | +1,306 | New |
| Benjamin F. Edwards & Company, Inc. | 1,327 | $204.0K | 0.01% | −968−42.2% | Reduced |
| First Business Financial Services, Inc. | 1,341 | $206.0K | 0.03% | 00.0% | Unchanged |
| Balentine LLC | 1,343 | $206.3K | 0.01% | −257−16.1% | Reduced |
| Telos Capital Management, Inc. | 1,354 | $207.9K | 0.03% | −235−14.8% | Reduced |
| One River Asset Management, LLC | 1,398 | $208.0K | 0.15% | +1,142+446.1% | Added |
| Cubist Systematic Strategies, LLC | 1,357 | $208.4K | 0.00% | −12,880−90.5% | Reduced |
| Zullo Investment Group, Inc. | 1,359 | $208.7K | 0.13% | +40+3.0% | Added |
| Putnam Investments LLC | 1,369 | $210.3K | 0.00% | −47−3.3% | Reduced |
| Sunbelt Securities, Inc. | 1,428 | $210.5K | 0.03% | +100+7.5% | Added |
| Abn Amro Investment Solutions | 1,395 | $214.2K | 0.00% | +1,395 | New |
| Y.D. More Investments Ltd | 1,400 | $215.0K | 0.05% | 00.0% | Unchanged |
| SFMG, LLC | 1,404 | $215.6K | 0.02% | +100+7.7% | Added |
| StoneX Group Inc. | 1,412 | $217.2K | 0.02% | −11−0.8% | Reduced |
| Hilltop Holdings Inc. | 1,418 | $217.8K | 0.03% | −89−5.9% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $218.9K | 0.05% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 1,428 | $219.0K | 0.53% | +1,428 | New |
| L.M. Kohn & Company | 1,426 | $219.0K | 0.09% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,429 | $219.5K | 0.10% | −25−1.7% | Reduced |
| Wealth Alliance | 1,432 | $219.9K | 0.04% | +1,432 | New |
| Empowered Funds, LLC | 1,435 | $220.4K | 0.01% | +1,435 | New |
| NCM Capital Management, LLC | 1,437 | $221.0K | 0.17% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,447 | $222.2K | 0.05% | +1,447 | New |
| Virtus ETF Advisers LLC | 1,472 | $226.1K | 0.12% | +24+1.7% | Added |
| Hoylecohen, LLC | 1,474 | $226.4K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,475 | $226.5K | 0.02% | +100+7.3% | Added |
| Hyman Charles D | 1,475 | $227.0K | 0.02% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,479 | $227.1K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,480 | $227.3K | 0.04% | −3,650−71.2% | Reduced |
| Raymond James Trust N.A. | 1,480 | $228.0K | 0.01% | +1,480 | New |
| Asset Management Corp | 1,485 | $228.1K | 0.18% | +1,485 | New |
| Vise Technologies, Inc. | 1,486 | $228.2K | 0.06% | +1,486 | New |
| Summit Trail Advisors, LLC | 1,493 | $229.3K | 0.01% | +195+15.0% | Added |
| Nixon Capital, LLC | 1,500 | $230.4K | 0.14% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,502 | $231.0K | 0.03% | +1,502 | New |
| Perfromance Wealth Partners, LLC | 1,509 | $231.8K | 0.01% | −1,101−42.2% | Reduced |
| Beaumont Financial Advisors, LLC | 1,518 | $233.1K | 0.02% | −64−4.0% | Reduced |
| Geneos Wealth Management Inc. | 1,521 | $233.6K | 0.01% | −50−3.2% | Reduced |
| Lincoln National Corp | 1,521 | $233.6K | 0.00% | −154−9.2% | Reduced |
| Axxcess Wealth Management, LLC | 1,522 | $233.7K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,525 | $234.2K | 0.01% | −713−31.9% | Reduced |
| TownSquare Capital, LLC | 1,525 | $234.2K | 0.01% | −377−19.8% | Reduced |
| Heron Financial Group, LLC | 1,528 | $234.7K | 0.13% | +220+16.8% | Added |
| Laidlaw Wealth Management LLC | 1,533 | $235.4K | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,535 | $235.7K | 0.12% | +1,000+186.9% | Added |
| Hoey Investments, Inc | 1,536 | $235.9K | 0.09% | −400−20.7% | Reduced |
| Bellecapital International Ltd. | 1,540 | $236.5K | 0.06% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 1,541 | $236.7K | 0.10% | +1+0.1% | Added |
| Quantbot Technologies LP | 1,553 | $238.5K | 0.02% | +1,553 | New |
| Alpha Cubed Investments, LLC | 1,579 | $242.5K | 0.02% | +332+26.6% | Added |
| Blue Fin Capital, Inc. | 1,809 | $243.0K | 0.08% | +42+2.4% | Added |