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 |
|---|---|---|---|---|---|
| PKO Investment Management Joint-Stock Co | 7,700 | $1.18M | 0.16% | +6,200+413.3% | Added |
| Wetherby Asset Management Inc | 7,722 | $1.19M | 0.07% | +101+1.3% | Added |
| Integrated Wealth Concepts LLC | 7,748 | $1.19M | 0.02% | +1,596+25.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,760 | $1.19M | 0.02% | −948−10.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,766 | $1.19M | 0.08% | +745+10.6% | Added |
| Focus Financial Network, Inc. | 7,775 | $1.19M | 0.07% | −44−0.6% | Reduced |
| IMS Capital Management | 7,834 | $1.20M | 0.72% | 00.0% | Unchanged |
| Vestcor Inc | 7,854 | $1.21M | 0.04% | −1,326−14.4% | Reduced |
| Estate Counselors, LLC | 7,885 | $1.21M | 0.16% | +7,885 | New |
| Sawtooth Solutions, LLC | 8,043 | $1.24M | 0.03% | +5,030+166.9% | Added |
| Assenagon Asset Management S.A. | 8,120 | $1.25M | 0.00% | −736−8.3% | Reduced |
| Everence Capital Management Inc | 8,160 | $1.25M | 0.10% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 8,178 | $1.26M | 0.69% | +921+12.7% | Added |
| Stevard, LLC | 8,188 | $1.26M | 1.18% | 00.0% | Unchanged |
| Capital Counsel LLC | 8,218 | $1.26M | 0.07% | +450+5.8% | Added |
| GWM Advisors LLC | 8,870 | $1.27M | 0.02% | +576+6.9% | Added |
| Flagship Harbor Advisors, LLC | 8,347 | $1.28M | 0.12% | +1,398+20.1% | Added |
| ETF Managers Group, LLC | 8,410 | $1.29M | 0.04% | +2,932+53.5% | Added |
| Centaurus Financial, Inc. | 8,492 | $1.30M | 0.10% | +35+0.4% | Added |
| Independent Financial Group, LLC | 8,554 | $1.31M | 0.11% | −3,568−29.4% | Reduced |
| Kula Investments, LLC | 8,557 | $1.31M | 0.32% | +3,684+75.6% | Added |
| Ieq Capital, LLC | 8,695 | $1.34M | 0.03% | +608+7.5% | Added |
| Resources Investment Advisors, LLC. | 8,713 | $1.34M | 0.03% | +610+7.5% | Added |
| Shell Asset Management Co | 8,751 | $1.34M | 0.06% | −41−0.5% | Reduced |
| Woodmont Investment Counsel LLC | 8,872 | $1.36M | 0.15% | +315+3.7% | Added |
| Great Valley Advisor Group, Inc. | 8,930 | $1.37M | 0.06% | +3,698+70.7% | Added |
| D.A. Davidson & Co. | 8,944 | $1.37M | 0.02% | −5,937−39.9% | Reduced |
| AIA Group Ltd | 8,972 | $1.38M | 0.07% | +4,780+114.0% | Added |
| Cohen Capital Management, Inc. | 9,000 | $1.38M | 0.28% | 00.0% | Unchanged |
| CWM, LLC | 9,012 | $1.38M | 0.01% | +4,257+89.5% | Added |
| Shaker Investments LLC | 9,024 | $1.39M | 0.77% | +9,024 | New |
| South Dakota Investment Council | 9,114 | $1.40M | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9,218 | $1.42M | 0.03% | −629−6.4% | Reduced |
| Verition Fund Management LLC | 9,400 | $1.44M | 0.02% | −130−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 9,468 | $1.45M | 0.01% | −2,359−19.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,491 | $1.46M | 0.36% | +213+2.3% | Added |
| Brandywine Managers, LLC | 9,510 | $1.46M | 1.04% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 9,623 | $1.48M | 1.06% | +9,623 | New |
| Venture Visionary Partners LLC | 9,676 | $1.49M | 0.09% | −815−7.8% | Reduced |
| Green Alpha Advisors, LLC | 9,798 | $1.50M | 1.06% | −741−7.0% | Reduced |
| Hodges Capital Management Inc. | 11,358 | $1.51M | 0.12% | −34,404−75.2% | Reduced |
| Baird Financial Group, Inc. | 9,862 | $1.51M | 0.00% | −2,856−22.5% | Reduced |
| Eqis Capital Management, Inc. | 9,921 | $1.52M | 0.17% | −63−0.6% | Reduced |
| Moloney Securities Asset Management, LLC | 9,956 | $1.53M | 0.28% | −2,423−19.6% | Reduced |
| Quattro Financial Advisors LLC | 10,000 | $1.54M | 0.63% | +5,000+100.0% | Added |
| Riverview Capital Advisers, LLC | 10,050 | $1.54M | 0.66% | +50+0.5% | Added |
| Patten & Patten Inc | 10,080 | $1.55M | 0.14% | −51−0.5% | Reduced |
| Centiva Capital, LP | 10,145 | $1.56M | 0.09% | −5,613−35.6% | Reduced |
| Brinker Capital Investments, LLC | 10,286 | $1.58M | 0.02% | +1,757+20.6% | Added |
| Orion Portfolio Solutions, LLC | 10,286 | $1.58M | 0.02% | +7,120+224.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,385 | $1.59M | 0.04% | +30+0.3% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 10,409 | $1.60M | 0.71% | +425+4.3% | Added |
| Vinva Investment Management Ltd | 10,965 | $1.62M | 0.14% | +10,965 | New |
| Headlands Technologies LLC | 10,537 | $1.62M | 1.08% | +8,200+350.9% | Added |
| Strategic Investment Advisors | 10,672 | $1.64M | 0.30% | +6,234+140.5% | Added |
| Northwestern Mutual Wealth Management Co | 10,744 | $1.65M | 0.00% | −8,556−44.3% | Reduced |
| Hamilton Wealth, LLC | 11,107 | $1.71M | 0.60% | +755+7.3% | Added |
| Prudential PLC | 11,286 | $1.73M | 0.02% | +23+0.2% | Added |
| Sigma Planning Corp | 11,396 | $1.75M | 0.06% | −671−5.6% | Reduced |
| Cetera Investment Advisers | 11,535 | $1.77M | 0.02% | −379−3.2% | Reduced |
| Cutler Group LP | 11,575 | $1.78M | 0.28% | −38,121−76.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,756 | $1.80M | 0.15% | −301−2.5% | Reduced |
| Intrinsic Value Partners, LLC | 11,960 | $1.84M | 2.48% | −560−4.5% | Reduced |
| Ethic Inc. | 11,990 | $1.84M | 0.07% | +4,524+60.6% | Added |
| Massachusetts Financial Services Co | 12,102 | $1.86M | 0.00% | +7,627+170.4% | Added |
| Ameritas Investment Partners, Inc. | 12,363 | $1.90M | 0.08% | +109+0.9% | Added |
| Bank of Nova Scotia | 12,582 | $1.93M | 0.01% | −72,170−85.2% | Reduced |
| Tredje AP-fonden | 12,618 | $1.94M | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 12,697 | $1.95M | 0.01% | −850−6.3% | Reduced |
| Princeton Capital Management LLC | 12,737 | $1.96M | 0.84% | −271−2.1% | Reduced |
| Circle Wealth Management, LLC | 12,814 | $1.97M | 0.28% | +146+1.2% | Added |
| Marietta Wealth Management, LLC | 12,900 | $1.98M | 0.42% | +12,900 | New |
| 180 Wealth Advisors, LLC | 12,928 | $1.99M | 0.46% | +49+0.4% | Added |
| Metis Global Partners, LLC | 12,968 | $1.99M | 0.13% | +3,431+36.0% | Added |
| Oak Associates, Ltd | 13,081 | $2.01M | 0.17% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 13,225 | $2.03M | 0.24% | −102−0.8% | Reduced |
| Harvest Volatility Management LLC | 13,847 | $2.04M | 0.41% | −2,277−14.1% | Reduced |
| Bamco Inc | 13,500 | $2.07M | 0.01% | −16,500−55.0% | Reduced |
| Captrust Financial Advisors | 13,530 | $2.08M | 0.01% | −4,401−24.5% | Reduced |
| Capital International Ltd | 13,570 | $2.08M | 0.12% | +5,259+63.3% | Added |
| Private Advisor Group, LLC | 13,600 | $2.09M | 0.02% | −901−6.2% | Reduced |
| Richard Bernstein Advisors LLC | 13,919 | $2.14M | 0.05% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 13,968 | $2.15M | 0.15% | −1,000−6.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,059 | $2.16M | 0.09% | −9,116−39.3% | Reduced |
| Lipe & Dalton | 14,367 | $2.21M | 1.26% | −277−1.9% | Reduced |
| Kestra Advisory Services, LLC | 14,504 | $2.23M | 0.02% | −1,933−11.8% | Reduced |
| Northwest & Ethical Investments L.P. | 14,578 | $2.24M | 0.07% | +1,983+15.7% | Added |
| Vident Investment Advisory, LLC | 14,668 | $2.25M | 0.07% | −3,073−17.3% | Reduced |
| Metropolitan Life Insurance Co | 14,777 | $2.27M | 0.12% | −3,557−19.4% | Reduced |
| Crossmark Global Holdings, Inc. | 14,855 | $2.28M | 0.05% | −629−4.1% | Reduced |
| Exchange Traded Concepts, LLC | 14,922 | $2.29M | 0.06% | +1,492+11.1% | Added |
| Ossiam | 14,941 | $2.29M | 0.05% | −2,579−14.7% | Reduced |
| EFG Asset Management (North America) Corp. | 14,951 | $2.30M | 0.51% | +14,951 | New |
| Capital International Inc | 15,013 | $2.31M | 0.05% | +11,017+275.7% | Added |
| Atria Wealth Solutions, Inc. | 15,082 | $2.32M | 0.03% | +1,862+14.1% | Added |
| Slow Capital, Inc. | 15,275 | $2.35M | 0.44% | +680+4.7% | Added |
| Ipswich Investment Management Co., Inc. | 15,283 | $2.35M | 0.64% | −162−1.0% | Reduced |
| Central Trust Co | 15,301 | $2.35M | 0.07% | −1,213−7.3% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $2.35M | 0.12% | −500−3.2% | Reduced |
| 1832 Asset Management L.P. | 15,629 | $2.40M | 0.00% | +15,614+104,093.3% | Added |