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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
Pine Valley Investments Ltd Liability Co2,521$243.6K0.04%+2,521New
First Command Bank1,602$246.0K0.03%00.0%Unchanged
First Command Financial Services, Inc.1,602$246.0K0.03%00.0%Unchanged
IHT Wealth Management, LLC1,612$247.6K0.01%+32+2.0%Added
New Vernon Capital Holdings II LLC1,617$248.3K0.18%+11+0.7%Added
Conning Inc.1,619$248.6K0.01%−28−1.7%Reduced
Brown Brothers Harriman & Co1,625$249.6K0.00%−92−5.4%Reduced
GM Advisory Group, Inc.1,631$250.5K0.02%−50−3.0%Reduced
Dimension Capital Management LLC1,651$253.6K0.06%00.0%Unchanged
Clearstead Advisors, LLC1,655$254.2K0.02%+905+120.7%Added
Legacy Capital Group California, Inc.1,664$255.6K0.12%+1,664New
Kraematon Investment Advisors, Inc1,671$256.6K0.30%00.0%Unchanged
Krilogy Financial LLC1,671$256.6K0.02%−165−9.0%Reduced
Key Client Fiduciary Advisors, LLC1,675$257.2K0.16%+100+6.3%Added
BSW Wealth Partners1,680$258.0K0.05%−8−0.5%Reduced
NorthRock Partners, LLC1,681$258.2K0.03%−394−19.0%Reduced
Jacobi Capital Management LLC1,696$260.5K0.03%00.0%Unchanged
Optimum Investment Advisors1,699$260.9K0.14%−325−16.1%Reduced
Accuvest Global Advisors1,701$261.0K0.12%−1,701−50.0%Reduced
Gries Financial LLC1,700$261.1K0.08%−15−0.9%Reduced
Azimuth Capital Investment Management LLC1,708$262.3K0.01%00.0%Unchanged
Boothbay Fund Management, LLC1,713$263.1K0.01%+1,713New
Newbridge Financial Services Group, Inc.1,714$263.2K0.14%00.0%Unchanged
Cozad Asset Management Inc1,725$264.9K0.04%00.0%Unchanged
Harbour Investments, Inc.1,730$265.7K0.01%+37+2.2%Added
Los Angeles Capital Management LLC1,733$266.2K0.00%−32,927−95.0%Reduced
Vantage Consulting Group Inc1,733$266.2K0.15%+382+28.3%Added
Syntax Advisors, LLC1,733$266.2K0.20%+382+28.3%Added
KRS Capital Management, LLC1,739$267.1K0.30%−90−4.9%Reduced
Pinnacle Wealth Planning Services, Inc.1,740$267.2K0.04%−233−11.8%Reduced
Avitas Wealth Management LLC1,748$268.5K0.05%−58−3.2%Reduced
Fulton Breakefield Broenniman LLC1,759$270.1K0.02%+4+0.2%Added
Parsons Capital Management Inc1,760$270.3K0.02%00.0%Unchanged
Hemenway Trust Co LLC1,769$271.7K0.03%+1,769New
Twin Lakes Capital Management, LLC1,772$272.1K0.20%00.0%Unchanged
Intrepid Financial Planning Group LLC1,775$272.6K0.14%00.0%Unchanged
Phoenix Holdings Ltd.1,895$277.0K0.01%+1,895New
Kaizen Financial Strategies1,809$277.8K0.27%−100−5.2%Reduced
Herold Advisors, Inc.1,825$280.3K0.10%+235+14.8%Added
Allworth Financial LP1,832$281.4K0.00%−162−8.1%Reduced
Nebula Research & Development LLC1,849$284.0K0.50%+1,849New
Csenge Advisory Group1,858$285.3K0.02%+681+57.9%Added
Robertson Stephens Wealth Management, LLC1,870$287.2K0.02%+250+15.4%Added
RB Capital Management, LLC1,872$287.5K0.09%−27−1.4%Reduced
Westwood Wealth Management1,900$291.8K0.27%00.0%Unchanged
Fukoku Mutual Life Insurance Co1,933$296.9K0.03%00.0%Unchanged
Abbot Financial Management, Inc.1,944$298.6K0.20%+198+11.3%Added
Chicago Capital, LLC1,955$300.2K0.01%00.0%Unchanged
Forum Financial Management, LP1,956$300.4K0.01%+32+1.7%Added
Gladstone Institutional Advisory LLC1,958$300.7K0.02%−32−1.6%Reduced
Sandy Spring Bank1,960$301.0K0.02%+150+8.3%Added
Carnegie Capital Asset Management, LLC1,990$305.6K0.01%+1,990New
Integrated Advisors Network LLC2,000$307.2K0.02%−4,290−68.2%Reduced
Harvey Capital Management Inc2,000$307.2K0.12%00.0%Unchanged
Detalus Advisors, LLC2,000$307.2K0.15%00.0%Unchanged
Jupiter Wealth Management LLC2,000$307.2K0.28%00.0%Unchanged
Claro Advisors LLC2,000$307.2K0.09%−117−5.5%Reduced
RWM Asset Management, LLC2,010$308.7K0.06%00.0%Unchanged
Lombard Odier Asset Management (Switzerland) SA2,016$309.6K0.03%+2,016New
MinichMacGregor Wealth Management, LLC2,035$312.5K0.10%+2,005+6,683.3%Added
EMC Capital Management2,000$313.0K0.26%00.0%Unchanged
Avantax Planning Partners, Inc.2,040$313.3K0.01%00.0%Unchanged
Brighton Jones LLC2,042$313.6K0.02%+35+1.7%Added
Summit Asset Management, LLC2,070$317.9K0.09%00.0%Unchanged
Paragon Wealth Strategies, LLC2,077$319.0K0.19%+77+3.9%Added
Mayfair Advisory Group, LLC2,042$320.8K0.35%+50+2.5%Added
Private Capital Management LLC2,091$321.1K0.10%+3+0.1%Added
Cohen Klingenstein LLC2,100$322.5K0.02%00.0%Unchanged
Peapack Gladstone Financial Corp2,100$323.0K0.01%00.0%Unchanged
Summit Wealth & Retirement Planning, Inc.2,118$325.3K0.12%−1,444−40.5%Reduced
Lake Street Financial LLC2,128$326.8K0.06%+135+6.8%Added
Cim Investment Mangement Inc2,139$328.5K0.12%+86+4.2%Added
Marshall Wace, LLP2,161$331.9K0.00%−287,481−99.3%Reduced
Humankind Investments LLC2,166$332.7K0.14%+215+11.0%Added
HB Wealth Management, LLC2,170$333.3K0.01%−125−5.4%Reduced
Redwood Wealth Management Group, LLC2,176$334.2K0.38%+260+13.6%Added
Wedmont Private Capital2,087$334.2K0.04%−1,428−40.6%Reduced
Sentry Investment Management LLC2,180$335.0K0.14%−61−2.7%Reduced
Ostrum Asset Management2,189$336.2K0.03%+2,189New
Alpha Family Trust2,190$336.3K0.27%00.0%Unchanged
Northeast Financial Consultants Inc2,210$339.4K0.02%00.0%Unchanged
Huntington National Bank2,211$339.6K0.00%+684+44.8%Added
Murphy Pohlad Asset Management LLC2,215$340.2K0.14%00.0%Unchanged
SRB Corp2,216$340.3K0.02%−196−8.1%Reduced
Quadrant Capital Group LLC2,226$341.9K0.04%−465−17.3%Reduced
Means Investment Co., Inc.2,232$342.8K0.06%+101+4.7%Added
Boston Private Wealth LLC2,233$342.9K0.00%−1,519−40.5%Reduced
Modus Advisors, LLC2,252$345.9K0.16%−7−0.3%Reduced
AdvisorNet Financial, Inc2,269$348.5K0.03%−13−0.6%Reduced
Ausdal Financial Partners, Inc.2,275$349.4K0.05%+234+11.5%Added
Spire Wealth Management2,291$351.9K0.01%−296−11.4%Reduced
CX Institutional2,234$352.1K0.02%+997+80.6%Added
Apollon Wealth Management, LLC2,299$353.1K0.02%−912−28.4%Reduced
M Holdings Securities, Inc.2,303$354.0K0.04%−20−0.9%Reduced
Aberdeen Wealth Management LLC2,315$355.5K0.27%00.0%Unchanged
Abbrea Capital, LLC2,327$357.0K0.06%00.0%Unchanged
Avalon Trust Co2,326$357.2K0.04%+2,326New
CIBC Private Wealth Group, LLC2,329$357.7K0.00%−8,244−78.0%Reduced
Fairfield Financial Advisors, LTD2,431$358.4K0.16%−132−5.2%Reduced
Diversified Trust Co2,343$359.8K0.01%−103−4.2%Reduced