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 |
|---|---|---|---|---|---|
| ETF Managers Group, LLC | 8,410 | $1.29M | 0.04% | +2,932+53.5% | Added |
| Flagship Harbor Advisors, LLC | 8,347 | $1.28M | 0.12% | +1,398+20.1% | Added |
| GWM Advisors LLC | 8,870 | $1.27M | 0.02% | +576+6.9% | Added |
| Capital Counsel LLC | 8,218 | $1.26M | 0.07% | +450+5.8% | Added |
| Stevard, LLC | 8,188 | $1.26M | 1.18% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 8,178 | $1.26M | 0.69% | +921+12.7% | Added |
| Everence Capital Management Inc | 8,160 | $1.25M | 0.10% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 8,120 | $1.25M | 0.00% | −736−8.3% | Reduced |
| Sawtooth Solutions, LLC | 8,043 | $1.24M | 0.03% | +5,030+166.9% | Added |
| Estate Counselors, LLC | 7,885 | $1.21M | 0.16% | +7,885 | New |
| Vestcor Inc | 7,854 | $1.21M | 0.04% | −1,326−14.4% | Reduced |
| IMS Capital Management | 7,834 | $1.20M | 0.72% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,775 | $1.19M | 0.07% | −44−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,766 | $1.19M | 0.08% | +745+10.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,760 | $1.19M | 0.02% | −948−10.9% | Reduced |
| Integrated Wealth Concepts LLC | 7,748 | $1.19M | 0.02% | +1,596+25.9% | Added |
| Wetherby Asset Management Inc | 7,722 | $1.19M | 0.07% | +101+1.3% | Added |
| PKO Investment Management Joint-Stock Co | 7,700 | $1.18M | 0.16% | +6,200+413.3% | Added |
| National Asset Management, Inc. | 7,579 | $1.16M | 0.03% | −2,503−24.8% | Reduced |
| Washington Trust Co | 7,561 | $1.16M | 0.05% | −22−0.3% | Reduced |
| Quantinno Capital Management LP | 7,562 | $1.16M | 0.08% | +238+3.2% | Added |
| E Fund Management Co., Ltd. | 7,546 | $1.16M | 0.08% | +268+3.7% | Added |
| Harbor Investment Advisory, LLC | 7,543 | $1.16M | 0.17% | −1,681−18.2% | Reduced |
| 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 |
| TT International Asset Management LTD | 7,500 | $1.15M | 0.13% | +7,500 | New |
| Symmetry Partners, LLC | 7,474 | $1.15M | 0.06% | +760+11.3% | Added |
| Hudson Canyon Capital Management | 7,441 | $1.14M | 0.96% | +651+9.6% | Added |
| Advisor Partners II, LLC | 7,408 | $1.14M | 0.06% | −3,125−29.7% | Reduced |
| Profit Investment Management, LLC | 7,408 | $1.14M | 0.75% | −888−10.7% | Reduced |
| Banco Santander, S.A. | 7,291 | $1.12M | 0.02% | −2,624−26.5% | Reduced |
| Bessemer Group Inc | 7,268 | $1.12M | 0.00% | −323−4.3% | Reduced |
| Truist Financial Corp | 7,226 | $1.11M | 0.00% | −1,591−18.0% | Reduced |
| Mirabella Financial Services LLP | 7,110 | $1.09M | 0.23% | +7,110 | New |
| Aurora Investment Counsel | 7,091 | $1.09M | 0.71% | +5+0.1% | Added |
| Tower Research Capital LLC (TRC) | 6,991 | $1.07M | 0.03% | −4,494−39.1% | Reduced |
| Twin Tree Management, LP | 6,870 | $1.06M | 0.03% | −27,050−79.7% | Reduced |
| Commerce Bank | 6,853 | $1.05M | 0.01% | −9,113−57.1% | Reduced |
| McAdam, LLC | 6,814 | $1.05M | 0.09% | +3,094+83.2% | Added |
| Fairfield, Bush & Co. | 6,800 | $1.04M | 0.37% | +6,800 | New |
| Siemens Fonds Invest GmbH | 6,751 | $1.04M | 0.11% | −37−0.5% | Reduced |
| International Assets Investment Management, LLC | 6,611 | $1.02M | 0.15% | −5,619−45.9% | Reduced |
| SeaCrest Wealth Management, LLC | 6,564 | $1.01M | 0.14% | −135−2.0% | Reduced |
| Marex Group plc | 6,535 | $1.00M | 0.13% | −20,451−75.8% | Reduced |
| Parallel Advisors, LLC | 6,468 | $993.4K | 0.03% | −323−4.8% | Reduced |
| Shorepoint Capital Partners LLC | 6,421 | $986.1K | 0.28% | +585+10.0% | Added |
| Legato Capital Management LLC | 6,385 | $980.6K | 0.18% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,220 | $955.3K | 0.04% | −2,462−28.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 6,155 | $945.3K | 0.32% | −3,334−35.1% | Reduced |
| Stratos Wealth Partners, LTD. | 6,149 | $944.4K | 0.03% | −942−13.3% | Reduced |
| Osher Van de Voorde Investment Management | 6,140 | $943.0K | 0.26% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 6,108 | $938.1K | 0.21% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,104 | $937.4K | 0.04% | −7,509−55.2% | Reduced |
| Newlands Management Operations LLC | 6,053 | $929.6K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 6,044 | $928.2K | 0.01% | −372−5.8% | Reduced |
| Avantax Advisory Services, Inc. | 6,029 | $925.9K | 0.01% | −140−2.3% | Reduced |
| Empirical Finance, LLC | 6,014 | $923.6K | 0.09% | +700+13.2% | Added |
| Bristlecone Advisors, LLC | 5,984 | $919.0K | 0.10% | +254+4.4% | Added |
| Pathstone Family Office, LLC | 5,623 | $911.9K | 0.01% | −4,208−42.8% | Reduced |
| Veritable, L.P. | 5,849 | $898.3K | 0.02% | −102−1.7% | Reduced |
| Legacy Private Trust Co. | 5,843 | $897.4K | 0.08% | +5,843 | New |
| Money Concepts Capital Corp | 5,820 | $893.9K | 0.05% | −175−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,808 | $892.0K | 0.01% | −155−2.6% | Reduced |
| AE Wealth Management LLC | 5,799 | $890.6K | 0.01% | +179+3.2% | Added |
| Wedbush Securities Inc | 5,793 | $890.0K | 0.04% | −11−0.2% | Reduced |
| Chelsea Counsel Co | 5,782 | $888.0K | 0.43% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 5,767 | $885.7K | 0.67% | −638−10.0% | Reduced |
| Lavaca Capital LLC | 5,000 | $880.3K | 0.21% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,726 | $879.4K | 0.04% | +5,726 | New |
| O'Shaughnessy Asset Management, LLC | 5,686 | $873.3K | 0.01% | −3,839−40.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,671 | $871.0K | 0.07% | −2,955−34.3% | Reduced |
| TD Waterhouse Canada Inc. | 5,264 | $868.9K | 0.01% | −86−1.6% | Reduced |
| Congress Wealth Management LLC | 5,555 | $853.2K | 0.02% | +247+4.7% | Added |
| Steel Peak Wealth Management LLC | 5,547 | $851.9K | 0.06% | −860−13.4% | Reduced |
| Beacon Pointe Advisors, LLC | 5,534 | $849.9K | 0.01% | +3,248+142.1% | Added |
| Beacon Investment Advisory Services, Inc. | 5,533 | $849.8K | 0.04% | −94−1.7% | Reduced |
| Manhattan West Asset Management, LLC | 5,520 | $847.8K | 0.37% | +320+6.2% | Added |
| Panagora Asset Management Inc | 5,490 | $843.2K | 0.01% | −2,812−33.9% | Reduced |
| Blackhawk Capital Partners LLC. | 5,460 | $838.5K | 0.61% | +1,469+36.8% | Added |
| Montag A & Associates Inc | 5,439 | $835.3K | 0.05% | +323+6.3% | Added |
| DMG Group, LLC | 5,212 | $831.2K | 0.84% | +82+1.6% | Added |
| Bridgewater Associates, LP | 5,376 | $825.6K | 0.01% | −2,301−30.0% | Reduced |
| Bleakley Financial Group, LLC | 5,301 | $814.1K | 0.03% | −317−5.6% | Reduced |
| Pictet North America Advisors SA | 5,294 | $813.1K | 0.13% | +5,294 | New |
| Cetera Advisors LLC | 5,274 | $810.0K | 0.01% | −351−6.2% | Reduced |
| Balyasny Asset Management LLC | 5,212 | $800.5K | 0.00% | −149,900−96.6% | Reduced |
| Aft, Forsyth & Sober, LLC | 5,050 | $775.6K | 0.39% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 5,013 | $769.9K | 0.04% | +2,199+78.1% | Added |
| Arbor Investment Advisors, LLC | 5,000 | $767.9K | 0.14% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,000 | $767.9K | 0.08% | 00.0% | Unchanged |
| MAI Capital Management | 4,998 | $767.6K | 0.01% | −821−14.1% | Reduced |
| LVM Capital Management Ltd | 4,945 | $759.0K | 0.11% | +4,945 | New |
| Kovack Advisors, Inc. | 4,919 | $755.5K | 0.10% | +102+2.1% | Added |
| Tiaa, FSB | 4,898 | $752.2K | 0.00% | −423−7.9% | Reduced |
| Cantor Fitzgerald, L. P. | 4,840 | $743.3K | 0.02% | −3,215−39.9% | Reduced |
| Wade G W & Inc | 4,817 | $740.0K | 0.03% | +85+1.8% | Added |
| Broderick Brian C | 4,800 | $737.2K | 0.21% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 4,794 | $736.3K | 0.56% | +4,794 | New |
| GAM Holding AG | 4,780 | $734.1K | 0.05% | +53+1.1% | Added |
| One Capital Management, LLC | 4,774 | $733.2K | 0.04% | −1,369−22.3% | Reduced |