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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| Knuff & Co LLC | 16,907 | $2.60M | 1.03% | −867−4.9% | Reduced |
| Blair William & Co | 16,899 | $2.60M | 0.01% | +1,306+8.4% | Added |
| Bellwether Advisors, LLC | 16,820 | $2.58M | 0.71% | +16,720+16,720.0% | Added |
| Wealthfront Advisers LLC | 16,804 | $2.58M | 0.01% | −8,005−32.3% | Reduced |
| Old Port Advisors | 16,610 | $2.58M | 0.93% | +50+0.3% | Added |
| Cetera Advisor Networks LLC | 16,742 | $2.57M | 0.02% | −453−2.6% | Reduced |
| JustInvest LLC | 16,677 | $2.56M | 0.09% | −1,424−7.9% | Reduced |
| Lazard Asset Management LLC | 16,593 | $2.55M | 0.00% | +510+3.2% | Added |
| IMC-Chicago, LLC | 16,384 | $2.52M | 0.43% | +16,384 | New |
| Capital International Sarl | 16,345 | $2.51M | 0.13% | +9,785+149.2% | Added |
| Hennessy Advisors Inc | 16,200 | $2.49M | 0.18% | −500−3.0% | Reduced |
| Lido Advisors, LLC | 16,081 | $2.47M | 0.03% | +13,222+462.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 15,891 | $2.44M | 0.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 15,820 | $2.43M | 0.05% | +3,700+30.5% | Added |
| C2C Wealth Management, LLC | 15,577 | $2.42M | 0.39% | +4,567+41.5% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 16,409 | $2.42M | 0.55% | +16,409 | New |
| Richard P Slaughter Associates Inc | 15,729 | $2.42M | 0.79% | −197−1.2% | Reduced |
| Bokf, NA | 15,728 | $2.42M | 0.05% | −10,816−40.7% | Reduced |
| 1832 Asset Management L.P. | 15,629 | $2.40M | 0.00% | +15,614+104,093.3% | Added |
| New Mexico Educational Retirement Board | 15,300 | $2.35M | 0.12% | −500−3.2% | Reduced |
| Central Trust Co | 15,301 | $2.35M | 0.07% | −1,213−7.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 15,283 | $2.35M | 0.64% | −162−1.0% | Reduced |
| Slow Capital, Inc. | 15,275 | $2.35M | 0.44% | +680+4.7% | Added |
| Atria Wealth Solutions, Inc. | 15,082 | $2.32M | 0.03% | +1,862+14.1% | Added |
| Capital International Inc | 15,013 | $2.31M | 0.05% | +11,017+275.7% | Added |
| EFG Asset Management (North America) Corp. | 14,951 | $2.30M | 0.51% | +14,951 | New |
| Ossiam | 14,941 | $2.29M | 0.05% | −2,579−14.7% | Reduced |
| Exchange Traded Concepts, LLC | 14,922 | $2.29M | 0.06% | +1,492+11.1% | Added |
| Crossmark Global Holdings, Inc. | 14,855 | $2.28M | 0.05% | −629−4.1% | Reduced |
| Metropolitan Life Insurance Co | 14,777 | $2.27M | 0.12% | −3,557−19.4% | Reduced |
| Vident Investment Advisory, LLC | 14,668 | $2.25M | 0.07% | −3,073−17.3% | Reduced |
| Northwest & Ethical Investments L.P. | 14,578 | $2.24M | 0.07% | +1,983+15.7% | Added |
| Kestra Advisory Services, LLC | 14,504 | $2.23M | 0.02% | −1,933−11.8% | Reduced |
| Lipe & Dalton | 14,367 | $2.21M | 1.26% | −277−1.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,059 | $2.16M | 0.09% | −9,116−39.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 13,968 | $2.15M | 0.15% | −1,000−6.7% | Reduced |
| Richard Bernstein Advisors LLC | 13,919 | $2.14M | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,600 | $2.09M | 0.02% | −901−6.2% | Reduced |
| Capital International Ltd | 13,570 | $2.08M | 0.12% | +5,259+63.3% | Added |
| Captrust Financial Advisors | 13,530 | $2.08M | 0.01% | −4,401−24.5% | Reduced |
| Bamco Inc | 13,500 | $2.07M | 0.01% | −16,500−55.0% | Reduced |
| Harvest Volatility Management LLC | 13,847 | $2.04M | 0.41% | −2,277−14.1% | Reduced |
| Arkadios Wealth Advisors | 13,225 | $2.03M | 0.24% | −102−0.8% | Reduced |
| Oak Associates, Ltd | 13,081 | $2.01M | 0.17% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 12,968 | $1.99M | 0.13% | +3,431+36.0% | Added |
| 180 Wealth Advisors, LLC | 12,928 | $1.99M | 0.46% | +49+0.4% | Added |
| Marietta Wealth Management, LLC | 12,900 | $1.98M | 0.42% | +12,900 | New |
| Circle Wealth Management, LLC | 12,814 | $1.97M | 0.28% | +146+1.2% | Added |
| Princeton Capital Management LLC | 12,737 | $1.96M | 0.84% | −271−2.1% | Reduced |
| Fifth Third Bancorp | 12,697 | $1.95M | 0.01% | −850−6.3% | Reduced |
| Tredje AP-fonden | 12,618 | $1.94M | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia | 12,582 | $1.93M | 0.01% | −72,170−85.2% | Reduced |
| Ameritas Investment Partners, Inc. | 12,363 | $1.90M | 0.08% | +109+0.9% | Added |
| Massachusetts Financial Services Co | 12,102 | $1.86M | 0.00% | +7,627+170.4% | Added |
| Ethic Inc. | 11,990 | $1.84M | 0.07% | +4,524+60.6% | Added |
| Intrinsic Value Partners, LLC | 11,960 | $1.84M | 2.48% | −560−4.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,756 | $1.80M | 0.15% | −301−2.5% | Reduced |
| Cutler Group LP | 11,575 | $1.78M | 0.28% | −38,121−76.7% | Reduced |
| Cetera Investment Advisers | 11,535 | $1.77M | 0.02% | −379−3.2% | Reduced |
| Sigma Planning Corp | 11,396 | $1.75M | 0.06% | −671−5.6% | Reduced |
| Prudential PLC | 11,286 | $1.73M | 0.02% | +23+0.2% | Added |
| Hamilton Wealth, LLC | 11,107 | $1.71M | 0.60% | +755+7.3% | Added |
| Northwestern Mutual Wealth Management Co | 10,744 | $1.65M | 0.00% | −8,556−44.3% | Reduced |
| Strategic Investment Advisors | 10,672 | $1.64M | 0.30% | +6,234+140.5% | Added |
| Headlands Technologies LLC | 10,537 | $1.62M | 1.08% | +8,200+350.9% | Added |
| Vinva Investment Management Ltd | 10,965 | $1.62M | 0.14% | +10,965 | New |
| Norman Fields, Gottscho Capital Management, LLC | 10,409 | $1.60M | 0.71% | +425+4.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,385 | $1.59M | 0.04% | +30+0.3% | Added |
| 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 |
| Centiva Capital, LP | 10,145 | $1.56M | 0.09% | −5,613−35.6% | Reduced |
| Patten & Patten Inc | 10,080 | $1.55M | 0.14% | −51−0.5% | Reduced |
| Riverview Capital Advisers, LLC | 10,050 | $1.54M | 0.66% | +50+0.5% | Added |
| Quattro Financial Advisors LLC | 10,000 | $1.54M | 0.63% | +5,000+100.0% | Added |
| Moloney Securities Asset Management, LLC | 9,956 | $1.53M | 0.28% | −2,423−19.6% | Reduced |
| Eqis Capital Management, Inc. | 9,921 | $1.52M | 0.17% | −63−0.6% | Reduced |
| Baird Financial Group, Inc. | 9,862 | $1.51M | 0.00% | −2,856−22.5% | Reduced |
| Hodges Capital Management Inc. | 11,358 | $1.51M | 0.12% | −34,404−75.2% | Reduced |
| Green Alpha Advisors, LLC | 9,798 | $1.50M | 1.06% | −741−7.0% | Reduced |
| Venture Visionary Partners LLC | 9,676 | $1.49M | 0.09% | −815−7.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 9,623 | $1.48M | 1.06% | +9,623 | New |
| Brandywine Managers, LLC | 9,510 | $1.46M | 1.04% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 9,491 | $1.46M | 0.36% | +213+2.3% | Added |
| United Capital Financial Advisers, LLC | 9,468 | $1.45M | 0.01% | −2,359−19.9% | Reduced |
| Verition Fund Management LLC | 9,400 | $1.44M | 0.02% | −130−1.4% | Reduced |
| Advisors Asset Management, Inc. | 9,218 | $1.42M | 0.03% | −629−6.4% | Reduced |
| South Dakota Investment Council | 9,114 | $1.40M | 0.03% | 00.0% | Unchanged |
| Shaker Investments LLC | 9,024 | $1.39M | 0.77% | +9,024 | New |
| CWM, LLC | 9,012 | $1.38M | 0.01% | +4,257+89.5% | Added |
| Cohen Capital Management, Inc. | 9,000 | $1.38M | 0.28% | 00.0% | Unchanged |
| AIA Group Ltd | 8,972 | $1.38M | 0.07% | +4,780+114.0% | Added |
| D.A. Davidson & Co. | 8,944 | $1.37M | 0.02% | −5,937−39.9% | Reduced |
| Great Valley Advisor Group, Inc. | 8,930 | $1.37M | 0.06% | +3,698+70.7% | Added |
| Woodmont Investment Counsel LLC | 8,872 | $1.36M | 0.15% | +315+3.7% | Added |
| Shell Asset Management Co | 8,751 | $1.34M | 0.06% | −41−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 8,713 | $1.34M | 0.03% | +610+7.5% | Added |
| Ieq Capital, LLC | 8,695 | $1.34M | 0.03% | +608+7.5% | Added |
| Kula Investments, LLC | 8,557 | $1.31M | 0.32% | +3,684+75.6% | Added |
| Independent Financial Group, LLC | 8,554 | $1.31M | 0.11% | −3,568−29.4% | Reduced |
| Centaurus Financial, Inc. | 8,492 | $1.30M | 0.10% | +35+0.4% | Added |