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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 2,769 | $360.4K | 0.02% | +80+3.0% | Added |
| Peregrine Capital Management LLC | 2,349 | $360.8K | 0.01% | −759−24.4% | Reduced |
| Millennium Capital Advisors, LLC | 2,355 | $361.7K | 0.32% | +557+31.0% | Added |
| Savant Capital, LLC | 2,371 | $364.1K | 0.01% | +258+12.2% | Added |
| Veriti Management LLC | 2,374 | $364.6K | 0.04% | −407−14.6% | Reduced |
| Wealth Effects LLC | 2,391 | $367.2K | 0.19% | +20+0.8% | Added |
| Fagan Associates, Inc. | 2,425 | $372.4K | 0.09% | +2,425 | New |
| Perigon Wealth Management, LLC | 2,435 | $373.9K | 0.02% | +36+1.5% | Added |
| Connectus Wealth, LLC | 2,435 | $374.0K | 0.01% | +240+10.9% | Added |
| Zimmermann Investment Management & Planning LLC | 2,446 | $375.7K | 0.20% | +2,446 | New |
| J.W. Cole Advisors, Inc. | 2,471 | $379.5K | 0.03% | +145+6.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,473 | $379.8K | 0.06% | +544+28.2% | Added |
| Resources Management Corp | 10,700 | $380.0K | 0.08% | +9,410+729.5% | Added |
| Miracle Mile Advisors, LLC | 2,490 | $382.4K | 0.01% | +42+1.7% | Added |
| Philadelphia Trust Co | 2,505 | $385.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,527 | $388.1K | 0.04% | −197−7.2% | Reduced |
| Keebeck Wealth Management, LLC | 2,531 | $388.7K | 0.06% | +24+1.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,551 | $392.0K | 0.02% | +2,551 | New |
| Caxton Associates LP | 2,600 | $399.3K | 0.06% | −236,860−98.9% | Reduced |
| Lee Financial Co | 2,612 | $401.2K | 0.07% | −4−0.2% | Reduced |
| Pinnacle Associates Ltd | 2,639 | $405.3K | 0.01% | −111−4.0% | Reduced |
| Ascent Group, LLC | 2,679 | $411.4K | 0.04% | +486+22.2% | Added |
| Arete Wealth Advisors, LLC | 2,688 | $413.0K | 0.03% | +843+45.7% | Added |
| Horizon Investments, LLC | 2,695 | $413.9K | 0.01% | −3,470−56.3% | Reduced |
| Regal Investment Advisors LLC | 2,704 | $415.3K | 0.04% | +124+4.8% | Added |
| Principle Wealth Partners LLC | 2,745 | $421.6K | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,755 | $423.1K | 0.02% | −9,924−78.3% | Reduced |
| Castle Rock Wealth Management, LLC | 3,167 | $423.6K | 0.15% | −12−0.4% | Reduced |
| Ballentine Partners, LLC | 2,760 | $423.9K | 0.01% | −166−5.7% | Reduced |
| Carl P. Sherr & Co., LLC | 2,786 | $427.9K | 0.31% | −451−13.9% | Reduced |
| Clarius Group, LLC | 2,811 | $431.7K | 0.04% | −310−9.9% | Reduced |
| Avaii Wealth Management, LLC | 2,826 | $434.0K | 0.38% | +539+23.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,953 | $435.4K | 0.11% | +99+3.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,963 | $436.9K | 0.02% | +2,963 | New |
| MMBG Investment Advisors Co. | 2,860 | $439.2K | 0.06% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,869 | $440.6K | 0.07% | −237−7.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,871 | $441.0K | 0.01% | +2,871 | New |
| Buckingham Strategic Wealth, LLC | 2,469 | $443.5K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,888 | $443.5K | 0.10% | +2,888 | New |
| Moneta Group Investment Advisors LLC | 2,892 | $444.2K | 0.01% | +2,892 | New |
| Heron Bay Capital Management | 2,893 | $444.3K | 0.17% | +2,893 | New |
| Keybank National Association | 2,949 | $452.9K | 0.00% | −277−8.6% | Reduced |
| Cypress Capital Group | 2,965 | $455.4K | 0.07% | +184+6.6% | Added |
| CV Advisors LLC | 2,991 | $459.4K | 0.44% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,009 | $462.1K | 0.12% | +385+14.7% | Added |
| Founders Capital Management, LLC | 3,020 | $463.8K | 0.12% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,025 | $465.0K | 0.27% | −1,600−34.6% | Reduced |
| Continuum Advisory, LLC | 3,037 | $466.4K | 0.08% | −324−9.6% | Reduced |
| Precision Wealth Strategies, LLC | 3,039 | $466.7K | 0.73% | −361−10.6% | Reduced |
| Affinity Investment Advisors, LLC | 3,049 | $468.3K | 0.25% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,057 | $469.5K | 0.02% | +433+16.5% | Added |
| Level Four Advisory Services, LLC | 3,079 | $472.9K | 0.03% | +1,093+55.0% | Added |
| Ropes Wealth Advisors LLC | 3,081 | $473.2K | 0.09% | −42−1.3% | Reduced |
| Cahill Wealth Management, LLC | 3,095 | $475.3K | 0.35% | −17−0.5% | Reduced |
| Great Lakes Advisors, LLC | 3,129 | $480.6K | 0.00% | −103−3.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,150 | $483.8K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,184 | $489.0K | 0.00% | −397−11.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,190 | $489.9K | 0.38% | +25+0.8% | Added |
| Brown Advisory Inc | 3,204 | $492.1K | 0.00% | +207+6.9% | Added |
| GFG Capital, LLC | 2,740 | $492.2K | 0.11% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 3,213 | $493.5K | 0.17% | +147+4.8% | Added |
| Natixis | 3,220 | $494.5K | 0.00% | +3,220 | New |
| Change Path, LLC | 3,321 | $510.0K | 0.03% | +1,682+102.6% | Added |
| Oppenheimer Asset Management Inc. | 3,330 | $511.4K | 0.01% | +634+23.5% | Added |
| Wolverine Trading, LLC | 3,473 | $512.0K | 0.02% | −1,184−25.4% | Reduced |
| Congress Park Capital LLC | 3,350 | $514.5K | 0.31% | +195+6.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,355 | $515.0K | 0.03% | −130−3.7% | Reduced |
| Inceptionr LLC | 3,362 | $516.3K | 0.17% | +3,362 | New |
| AtonRa Partners | 3,405 | $522.9K | 0.76% | −341−9.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 3,419 | $525.1K | 0.03% | +1,352+65.4% | Added |
| Johnson Investment Counsel Inc | 3,433 | $527.2K | 0.01% | +1,414+70.0% | Added |
| Dorsey & Whitney Trust CO LLC | 3,469 | $532.8K | 0.05% | +3,469 | New |
| Moody National Bank Trust Division | 3,475 | $533.7K | 0.05% | −280−7.5% | Reduced |
| Valeo Financial Advisors, LLC | 3,495 | $536.8K | 0.03% | −118−3.3% | Reduced |
| Signaturefd, LLC | 3,512 | $539.4K | 0.01% | −773−18.0% | Reduced |
| Greenleaf Trust | 3,517 | $540.1K | 0.01% | −1,547−30.5% | Reduced |
| Heritage Investors Management Corp | 3,525 | $541.0K | 0.02% | +1,690+92.1% | Added |
| Cornerstone Wealth Management, LLC | 3,561 | $546.9K | 0.05% | +3,561 | New |
| Stephens Inc | 3,656 | $561.5K | 0.01% | +40+1.1% | Added |
| MRP Capital Investments, LLC | 3,660 | $562.1K | 0.62% | −1,060−22.5% | Reduced |
| Norris Financial Group, LLC | 3,684 | $565.8K | 0.41% | +1,138+44.7% | Added |
| Left Brain Wealth Management, LLC | 4,261 | $566.2K | 0.39% | +4,261 | New |
| Coldstream Capital Management Inc | 3,709 | $569.6K | 0.02% | −465−11.1% | Reduced |
| Trust Asset Management LLC | 3,828 | $587.9K | 0.07% | −98−2.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,008 | $615.5K | 0.12% | +370+10.2% | Added |
| Cigna Investments Inc | 4,036 | $620.0K | 0.12% | −97−2.3% | Reduced |
| Malaga Cove Capital, LLC | 4,045 | $621.2K | 0.31% | +1,519+60.1% | Added |
| NVWM, LLC | 4,112 | $631.5K | 0.21% | +4,112 | New |
| Cerity Partners LLC | 4,143 | $631.6K | 0.00% | −3,149−43.2% | Reduced |
| EPG Wealth Management LLC | 4,158 | $638.6K | 0.20% | +4,158 | New |
| Meeder Advisory Services, Inc. | 4,194 | $644.1K | 0.07% | +166+4.1% | Added |
| Williams Jones Wealth Management, LLC. | 4,195 | $644.3K | 0.01% | −950−18.5% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 4,200 | $645.0K | 0.14% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,247 | $652.3K | 0.03% | −1,792−29.7% | Reduced |
| Rathbone Brothers plc | 4,261 | $654.4K | 0.01% | −130−3.0% | Reduced |
| Wahed Invest LLC | 4,266 | $655.2K | 0.28% | −286−6.3% | Reduced |
| Mirova | 4,271 | $655.9K | 0.09% | +2,488+139.5% | Added |
| Reik & Co., LLC | 4,280 | $657.3K | 0.19% | −105−2.4% | Reduced |
| PFG Investments, LLC | 4,292 | $659.2K | 0.13% | +4,292 | New |
| Morse Asset Management, Inc | 4,317 | $663.0K | 0.22% | +4,317 | New |