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 |
|---|---|---|---|---|---|
| STF Management LP | 4,362 | $669.9K | 0.45% | +1,802+70.4% | Added |
| Prairiewood Capital, LLC | 4,375 | $671.9K | 0.46% | +12+0.3% | Added |
| Advisory Services Network, LLC | 4,375 | $672.0K | 0.02% | −1,456−25.0% | Reduced |
| Acadian Asset Management LLC | 4,380 | $672.0K | 0.00% | +121+2.8% | Added |
| Heritage Trust Co | 4,388 | $673.9K | 0.11% | −152−3.3% | Reduced |
| Hongkou Capital LP | 4,400 | $675.8K | 2.22% | −1,000−18.5% | Reduced |
| Wellington Shields & Co., LLC | 4,400 | $675.8K | 0.15% | +24+0.5% | Added |
| Baader Bank INC | 4,605 | $678.3K | 0.05% | −7,478−61.9% | Reduced |
| Kestra Private Wealth Services, LLC | 4,440 | $681.9K | 0.03% | −67−1.5% | Reduced |
| Ci Investments Inc. | 4,449 | $683.0K | 0.00% | +2,357+112.7% | Added |
| Sequoia Financial Advisors, LLC | 4,467 | $686.0K | 0.02% | −191−4.1% | Reduced |
| Sender Co & Partners, Inc. | 4,492 | $689.9K | 2.50% | +4,492 | New |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 4,700 | $693.0K | 0.68% | +4,700 | New |
| Royal Fund Management, LLC | 4,525 | $695.0K | 0.10% | +4,525 | New |
| Abundance Wealth Counselors | 4,558 | $700.0K | 0.18% | +106+2.4% | Added |
| Nomura Holdings Inc | 4,683 | $719.2K | 0.01% | +4,683 | New |
| Westwood Holdings Group Inc. | 4,685 | $720.0K | 0.01% | +4,685 | New |
| Great Lakes Retirement, Inc. | 4,703 | $722.3K | 0.14% | +4,703 | New |
| One Capital Management, LLC | 4,774 | $733.2K | 0.04% | −1,369−22.3% | Reduced |
| GAM Holding AG | 4,780 | $734.1K | 0.05% | +53+1.1% | Added |
| Argus Investors' Counsel, Inc. | 4,794 | $736.3K | 0.56% | +4,794 | New |
| Broderick Brian C | 4,800 | $737.2K | 0.21% | 00.0% | Unchanged |
| Wade G W & Inc | 4,817 | $740.0K | 0.03% | +85+1.8% | Added |
| Cantor Fitzgerald, L. P. | 4,840 | $743.3K | 0.02% | −3,215−39.9% | Reduced |
| Tiaa, FSB | 4,898 | $752.2K | 0.00% | −423−7.9% | Reduced |
| Kovack Advisors, Inc. | 4,919 | $755.5K | 0.10% | +102+2.1% | Added |
| LVM Capital Management Ltd | 4,945 | $759.0K | 0.11% | +4,945 | New |
| MAI Capital Management | 4,998 | $767.6K | 0.01% | −821−14.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,000 | $767.9K | 0.08% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 5,000 | $767.9K | 0.14% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 5,013 | $769.9K | 0.04% | +2,199+78.1% | Added |
| Aft, Forsyth & Sober, LLC | 5,050 | $775.6K | 0.39% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 5,212 | $800.5K | 0.00% | −149,900−96.6% | Reduced |
| Cetera Advisors LLC | 5,274 | $810.0K | 0.01% | −351−6.2% | Reduced |
| Pictet North America Advisors SA | 5,294 | $813.1K | 0.13% | +5,294 | New |
| Bleakley Financial Group, LLC | 5,301 | $814.1K | 0.03% | −317−5.6% | Reduced |
| Bridgewater Associates, LP | 5,376 | $825.6K | 0.01% | −2,301−30.0% | Reduced |
| DMG Group, LLC | 5,212 | $831.2K | 0.84% | +82+1.6% | Added |
| Montag A & Associates Inc | 5,439 | $835.3K | 0.05% | +323+6.3% | Added |
| Blackhawk Capital Partners LLC. | 5,460 | $838.5K | 0.61% | +1,469+36.8% | Added |
| Panagora Asset Management Inc | 5,490 | $843.2K | 0.01% | −2,812−33.9% | Reduced |
| Manhattan West Asset Management, LLC | 5,520 | $847.8K | 0.37% | +320+6.2% | Added |
| Beacon Investment Advisory Services, Inc. | 5,533 | $849.8K | 0.04% | −94−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 5,534 | $849.9K | 0.01% | +3,248+142.1% | Added |
| Steel Peak Wealth Management LLC | 5,547 | $851.9K | 0.06% | −860−13.4% | Reduced |
| Congress Wealth Management LLC | 5,555 | $853.2K | 0.02% | +247+4.7% | Added |
| TD Waterhouse Canada Inc. | 5,264 | $868.9K | 0.01% | −86−1.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,671 | $871.0K | 0.07% | −2,955−34.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,686 | $873.3K | 0.01% | −3,839−40.3% | Reduced |
| Independent Advisor Alliance | 5,726 | $879.4K | 0.04% | +5,726 | New |
| Lavaca Capital LLC | 5,000 | $880.3K | 0.21% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 5,767 | $885.7K | 0.67% | −638−10.0% | Reduced |
| Chelsea Counsel Co | 5,782 | $888.0K | 0.43% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,793 | $890.0K | 0.04% | −11−0.2% | Reduced |
| AE Wealth Management LLC | 5,799 | $890.6K | 0.01% | +179+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,808 | $892.0K | 0.01% | −155−2.6% | Reduced |
| Money Concepts Capital Corp | 5,820 | $893.9K | 0.05% | −175−2.9% | Reduced |
| Legacy Private Trust Co. | 5,843 | $897.4K | 0.08% | +5,843 | New |
| Veritable, L.P. | 5,849 | $898.3K | 0.02% | −102−1.7% | Reduced |
| Pathstone Family Office, LLC | 5,623 | $911.9K | 0.01% | −4,208−42.8% | Reduced |
| Bristlecone Advisors, LLC | 5,984 | $919.0K | 0.10% | +254+4.4% | Added |
| Empirical Finance, LLC | 6,014 | $923.6K | 0.09% | +700+13.2% | Added |
| Avantax Advisory Services, Inc. | 6,029 | $925.9K | 0.01% | −140−2.3% | Reduced |
| Ontario Teachers Pension Plan Board | 6,044 | $928.2K | 0.01% | −372−5.8% | Reduced |
| Newlands Management Operations LLC | 6,053 | $929.6K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,104 | $937.4K | 0.04% | −7,509−55.2% | Reduced |
| Coastal Capital Group, Inc. | 6,108 | $938.1K | 0.21% | 00.0% | Unchanged |
| Osher Van de Voorde Investment Management | 6,140 | $943.0K | 0.26% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,149 | $944.4K | 0.03% | −942−13.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 6,155 | $945.3K | 0.32% | −3,334−35.1% | Reduced |
| TD Private Client Wealth LLC | 6,220 | $955.3K | 0.04% | −2,462−28.4% | Reduced |
| Legato Capital Management LLC | 6,385 | $980.6K | 0.18% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 6,421 | $986.1K | 0.28% | +585+10.0% | Added |
| Parallel Advisors, LLC | 6,468 | $993.4K | 0.03% | −323−4.8% | Reduced |
| Marex Group plc | 6,535 | $1.00M | 0.13% | −20,451−75.8% | Reduced |
| SeaCrest Wealth Management, LLC | 6,564 | $1.01M | 0.14% | −135−2.0% | Reduced |
| International Assets Investment Management, LLC | 6,611 | $1.02M | 0.15% | −5,619−45.9% | Reduced |
| Siemens Fonds Invest GmbH | 6,751 | $1.04M | 0.11% | −37−0.5% | Reduced |
| Fairfield, Bush & Co. | 6,800 | $1.04M | 0.37% | +6,800 | New |
| McAdam, LLC | 6,814 | $1.05M | 0.09% | +3,094+83.2% | Added |
| Commerce Bank | 6,853 | $1.05M | 0.01% | −9,113−57.1% | Reduced |
| Twin Tree Management, LP | 6,870 | $1.06M | 0.03% | −27,050−79.7% | Reduced |
| Tower Research Capital LLC (TRC) | 6,991 | $1.07M | 0.03% | −4,494−39.1% | Reduced |
| Aurora Investment Counsel | 7,091 | $1.09M | 0.71% | +5+0.1% | Added |
| Mirabella Financial Services LLP | 7,110 | $1.09M | 0.23% | +7,110 | New |
| Truist Financial Corp | 7,226 | $1.11M | 0.00% | −1,591−18.0% | Reduced |
| Bessemer Group Inc | 7,268 | $1.12M | 0.00% | −323−4.3% | Reduced |
| Banco Santander, S.A. | 7,291 | $1.12M | 0.02% | −2,624−26.5% | Reduced |
| Profit Investment Management, LLC | 7,408 | $1.14M | 0.75% | −888−10.7% | Reduced |
| Advisor Partners II, LLC | 7,408 | $1.14M | 0.06% | −3,125−29.7% | Reduced |
| Hudson Canyon Capital Management | 7,441 | $1.14M | 0.96% | +651+9.6% | Added |
| Symmetry Partners, LLC | 7,474 | $1.15M | 0.06% | +760+11.3% | Added |
| TT International Asset Management LTD | 7,500 | $1.15M | 0.13% | +7,500 | New |
| Winton Group Ltd | 7,518 | $1.15M | 0.07% | −3,256−30.2% | Reduced |
| La Banque Postale Asset Management SA | 7,518 | $1.15M | 0.03% | −533−6.6% | Reduced |
| Harbor Investment Advisory, LLC | 7,543 | $1.16M | 0.17% | −1,681−18.2% | Reduced |
| E Fund Management Co., Ltd. | 7,546 | $1.16M | 0.08% | +268+3.7% | Added |
| Quantinno Capital Management LP | 7,562 | $1.16M | 0.08% | +238+3.2% | Added |
| Washington Trust Co | 7,561 | $1.16M | 0.05% | −22−0.3% | Reduced |
| National Asset Management, Inc. | 7,579 | $1.16M | 0.03% | −2,503−24.8% | Reduced |