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 |
|---|---|---|---|---|---|
| Great Lakes Retirement, Inc. | 4,703 | $722.3K | 0.14% | +4,703 | New |
| Westwood Holdings Group Inc. | 4,685 | $720.0K | 0.01% | +4,685 | New |
| Nomura Holdings Inc | 4,683 | $719.2K | 0.01% | +4,683 | New |
| Abundance Wealth Counselors | 4,558 | $700.0K | 0.18% | +106+2.4% | Added |
| Royal Fund Management, LLC | 4,525 | $695.0K | 0.10% | +4,525 | New |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 4,700 | $693.0K | 0.68% | +4,700 | New |
| Sender Co & Partners, Inc. | 4,492 | $689.9K | 2.50% | +4,492 | New |
| Sequoia Financial Advisors, LLC | 4,467 | $686.0K | 0.02% | −191−4.1% | Reduced |
| Ci Investments Inc. | 4,449 | $683.0K | 0.00% | +2,357+112.7% | Added |
| Kestra Private Wealth Services, LLC | 4,440 | $681.9K | 0.03% | −67−1.5% | Reduced |
| Baader Bank INC | 4,605 | $678.3K | 0.05% | −7,478−61.9% | 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 |
| Heritage Trust Co | 4,388 | $673.9K | 0.11% | −152−3.3% | Reduced |
| Acadian Asset Management LLC | 4,380 | $672.0K | 0.00% | +121+2.8% | Added |
| Advisory Services Network, LLC | 4,375 | $672.0K | 0.02% | −1,456−25.0% | Reduced |
| Prairiewood Capital, LLC | 4,375 | $671.9K | 0.46% | +12+0.3% | Added |
| STF Management LP | 4,362 | $669.9K | 0.45% | +1,802+70.4% | Added |
| Morse Asset Management, Inc | 4,317 | $663.0K | 0.22% | +4,317 | New |
| PFG Investments, LLC | 4,292 | $659.2K | 0.13% | +4,292 | New |
| Reik & Co., LLC | 4,280 | $657.3K | 0.19% | −105−2.4% | Reduced |
| Mirova | 4,271 | $655.9K | 0.09% | +2,488+139.5% | Added |
| Wahed Invest LLC | 4,266 | $655.2K | 0.28% | −286−6.3% | Reduced |
| Rathbone Brothers plc | 4,261 | $654.4K | 0.01% | −130−3.0% | Reduced |
| Wealthcare Advisory Partners LLC | 4,247 | $652.3K | 0.03% | −1,792−29.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 4,200 | $645.0K | 0.14% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,195 | $644.3K | 0.01% | −950−18.5% | Reduced |
| Meeder Advisory Services, Inc. | 4,194 | $644.1K | 0.07% | +166+4.1% | Added |
| EPG Wealth Management LLC | 4,158 | $638.6K | 0.20% | +4,158 | New |
| Cerity Partners LLC | 4,143 | $631.6K | 0.00% | −3,149−43.2% | Reduced |
| NVWM, LLC | 4,112 | $631.5K | 0.21% | +4,112 | New |
| Malaga Cove Capital, LLC | 4,045 | $621.2K | 0.31% | +1,519+60.1% | Added |
| Cigna Investments Inc | 4,036 | $620.0K | 0.12% | −97−2.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,008 | $615.5K | 0.12% | +370+10.2% | Added |
| Trust Asset Management LLC | 3,828 | $587.9K | 0.07% | −98−2.5% | Reduced |
| Coldstream Capital Management Inc | 3,709 | $569.6K | 0.02% | −465−11.1% | Reduced |
| Left Brain Wealth Management, LLC | 4,261 | $566.2K | 0.39% | +4,261 | New |
| Norris Financial Group, LLC | 3,684 | $565.8K | 0.41% | +1,138+44.7% | Added |
| MRP Capital Investments, LLC | 3,660 | $562.1K | 0.62% | −1,060−22.5% | Reduced |
| Stephens Inc | 3,656 | $561.5K | 0.01% | +40+1.1% | Added |
| Cornerstone Wealth Management, LLC | 3,561 | $546.9K | 0.05% | +3,561 | New |
| Heritage Investors Management Corp | 3,525 | $541.0K | 0.02% | +1,690+92.1% | Added |
| Greenleaf Trust | 3,517 | $540.1K | 0.01% | −1,547−30.5% | Reduced |
| Signaturefd, LLC | 3,512 | $539.4K | 0.01% | −773−18.0% | Reduced |
| Valeo Financial Advisors, LLC | 3,495 | $536.8K | 0.03% | −118−3.3% | Reduced |
| Moody National Bank Trust Division | 3,475 | $533.7K | 0.05% | −280−7.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,469 | $532.8K | 0.05% | +3,469 | New |
| Johnson Investment Counsel Inc | 3,433 | $527.2K | 0.01% | +1,414+70.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 3,419 | $525.1K | 0.03% | +1,352+65.4% | Added |
| AtonRa Partners | 3,405 | $522.9K | 0.76% | −341−9.1% | Reduced |
| Inceptionr LLC | 3,362 | $516.3K | 0.17% | +3,362 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,355 | $515.0K | 0.03% | −130−3.7% | Reduced |
| Congress Park Capital LLC | 3,350 | $514.5K | 0.31% | +195+6.2% | Added |
| Wolverine Trading, LLC | 3,473 | $512.0K | 0.02% | −1,184−25.4% | Reduced |
| Oppenheimer Asset Management Inc. | 3,330 | $511.4K | 0.01% | +634+23.5% | Added |
| Change Path, LLC | 3,321 | $510.0K | 0.03% | +1,682+102.6% | Added |
| Natixis | 3,220 | $494.5K | 0.00% | +3,220 | New |
| Xcel Wealth Management, LLC | 3,213 | $493.5K | 0.17% | +147+4.8% | Added |
| GFG Capital, LLC | 2,740 | $492.2K | 0.11% | 00.0% | Unchanged |
| Brown Advisory Inc | 3,204 | $492.1K | 0.00% | +207+6.9% | Added |
| Aft, Forsyth & Company, Inc. | 3,190 | $489.9K | 0.38% | +25+0.8% | Added |
| Glenmede Trust Co NA | 3,184 | $489.0K | 0.00% | −397−11.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,150 | $483.8K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,129 | $480.6K | 0.00% | −103−3.2% | Reduced |
| Cahill Wealth Management, LLC | 3,095 | $475.3K | 0.35% | −17−0.5% | Reduced |
| Ropes Wealth Advisors LLC | 3,081 | $473.2K | 0.09% | −42−1.3% | Reduced |
| Level Four Advisory Services, LLC | 3,079 | $472.9K | 0.03% | +1,093+55.0% | Added |
| Snowden Capital Advisors LLC | 3,057 | $469.5K | 0.02% | +433+16.5% | Added |
| Affinity Investment Advisors, LLC | 3,049 | $468.3K | 0.25% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 3,039 | $466.7K | 0.73% | −361−10.6% | Reduced |
| Continuum Advisory, LLC | 3,037 | $466.4K | 0.08% | −324−9.6% | Reduced |
| First Dallas Securities Inc. | 3,025 | $465.0K | 0.27% | −1,600−34.6% | Reduced |
| Founders Capital Management, LLC | 3,020 | $463.8K | 0.12% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,009 | $462.1K | 0.12% | +385+14.7% | Added |
| CV Advisors LLC | 2,991 | $459.4K | 0.44% | 00.0% | Unchanged |
| Cypress Capital Group | 2,965 | $455.4K | 0.07% | +184+6.6% | Added |
| Keybank National Association | 2,949 | $452.9K | 0.00% | −277−8.6% | Reduced |
| Heron Bay Capital Management | 2,893 | $444.3K | 0.17% | +2,893 | New |
| Moneta Group Investment Advisors LLC | 2,892 | $444.2K | 0.01% | +2,892 | New |
| Teza Capital Management LLC | 2,888 | $443.5K | 0.10% | +2,888 | New |
| Buckingham Strategic Wealth, LLC | 2,469 | $443.5K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 2,871 | $441.0K | 0.01% | +2,871 | New |
| Cable Hill Partners, LLC | 2,869 | $440.6K | 0.07% | −237−7.6% | Reduced |
| MMBG Investment Advisors Co. | 2,860 | $439.2K | 0.06% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 2,963 | $436.9K | 0.02% | +2,963 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,953 | $435.4K | 0.11% | +99+3.5% | Added |
| Avaii Wealth Management, LLC | 2,826 | $434.0K | 0.38% | +539+23.6% | Added |
| Clarius Group, LLC | 2,811 | $431.7K | 0.04% | −310−9.9% | Reduced |
| Carl P. Sherr & Co., LLC | 2,786 | $427.9K | 0.31% | −451−13.9% | Reduced |
| Ballentine Partners, LLC | 2,760 | $423.9K | 0.01% | −166−5.7% | Reduced |
| Castle Rock Wealth Management, LLC | 3,167 | $423.6K | 0.15% | −12−0.4% | Reduced |
| Merit Financial Group, LLC | 2,755 | $423.1K | 0.02% | −9,924−78.3% | Reduced |
| Principle Wealth Partners LLC | 2,745 | $421.6K | 0.05% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,704 | $415.3K | 0.04% | +124+4.8% | Added |
| Horizon Investments, LLC | 2,695 | $413.9K | 0.01% | −3,470−56.3% | Reduced |
| Arete Wealth Advisors, LLC | 2,688 | $413.0K | 0.03% | +843+45.7% | Added |
| Ascent Group, LLC | 2,679 | $411.4K | 0.04% | +486+22.2% | Added |
| Pinnacle Associates Ltd | 2,639 | $405.3K | 0.01% | −111−4.0% | Reduced |
| Lee Financial Co | 2,612 | $401.2K | 0.07% | −4−0.2% | Reduced |
| Caxton Associates LP | 2,600 | $399.3K | 0.06% | −236,860−98.9% | Reduced |