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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, Q2 2023

Institutional positions in Moderna, Inc. as of Jun 30, 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
970
−42 vs. Q1 2023
Shares held
248.6M
−24.1M (−8.8%) vs. Q1 2023
Total value
$30.2B
−$8.10B (−21.1%) vs. Q1 2023
New holders
77
312 more added
Sold out
119
381 more reduced

7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 970 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ2 2023: $30.2B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2023.

Institutions holding MRNA in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tower View Investment Management & Research LLC3$00.00%00.0%Unchanged
Avion Wealth4$00.00%+4New
Ritter Daniher Financial Advisory LLC0$30.00%−1−100.0%Reduced
Comerica Bank12,350$290.00%+12,350New
Tfo-TDC, LLC1$1220.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.1$1220.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$1220.00%00.0%Unchanged
Lam Group, Inc.1$1220.00%00.0%Unchanged
Institutional & Family Asset Management, LLC1$1220.00%+1New
Wellington Shields Capital Management, LLC2$2430.00%00.0%Unchanged
Investors Research Corp2$2430.00%00.0%Unchanged
Thompson Investment Management, Inc.2$2430.00%+2New
Financial Freedom, LLC4$4860.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$4860.00%+4New
Fiduciary Alliance LLC4$4860.00%+4New
True Wealth Design, LLC5$6080.00%−20−80.0%Reduced
Clearview Wealth Advisors LLC5$6080.00%00.0%Unchanged
Private Ocean, LLC5$6080.00%+5New
Arlington Partners LLC6$7290.00%−77−92.8%Reduced
North Star Investment Management Corp.6$7290.00%00.0%Unchanged
Focused Wealth Management, Inc7$8510.00%00.0%Unchanged
PayPay Securities Corp8$9720.06%−9−52.9%Reduced
NewSquare Capital LLC8$9720.00%00.0%Unchanged
Tradewinds Capital Management, LLC8$9720.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.8$9720.00%00.0%Unchanged
Capital Analysts, LLC11$1.00K0.00%−10−47.6%Reduced
Foster Dykema Cabot & Co Inc10$1.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC15$1.00K0.00%00.0%Unchanged
Bollard Group LLC5$1.00K0.00%+5New
25 LLC8$1.01K0.00%+8New
TFC Financial Management9$1.09K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.9$1.09K0.00%+9New
Gordian Capital Singapore Pte Ltd9$1.09K0.00%+9New
Colonial Trust Advisors10$1.22K0.00%−9−47.4%Reduced
Plante Moran Financial Advisors, LLC10$1.22K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC10$1.22K0.00%00.0%Unchanged
Cornerstone Planning Group LLC10$1.22K0.00%+10New
Carmel Capital Partners, LLC11$1.34K0.00%00.0%Unchanged
West Paces Advisors Inc.11$1.34K0.00%00.0%Unchanged
SJS Investment Consulting Inc.13$1.58K0.00%+7+116.7%Added
Trifecta Capital Advisors, LLC13$1.58K0.00%+13New
MCF Advisors LLC14$1.70K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC14$1.70K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.15$1.76K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc15$1.82K0.00%00.0%Unchanged
Sofos Investments, Inc.5,834$1.97K0.01%+308+5.6%Added
Smithfield Trust Co20$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC14$2.00K0.00%+14New
Grove Bank & Trust20$2.43K0.00%00.0%Unchanged
Disciplined Investments, LLC20$2.43K0.00%+10+100.0%Added
Ridgewood Investments LLC20$2.43K0.00%+20New
Versant Capital Management, Inc21$2.55K0.00%−1−4.5%Reduced
American National Bank21$2.55K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.24$2.92K0.00%+24New
Pacific Center for Financial Services24$2.92K0.00%00.0%Unchanged
Rise Advisors, LLC27$3.28K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC27$3.28K0.00%+8+42.1%Added
WR Wealth Planners, LLC28$3.40K0.00%00.0%Unchanged
Davidson Capital Management Inc.28$3.40K0.00%+8+40.0%Added
JDM Financial Group LLC30$3.65K0.00%00.0%Unchanged
PFS Partners, LLC32$3.89K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.35$4.25K0.00%00.0%Unchanged
Horan Securities, Inc.35$4.31K0.00%00.0%Unchanged
Annapolis Financial Services, LLC39$4.74K0.00%00.0%Unchanged
City Holding Co40$4.86K0.00%00.0%Unchanged
Costello Asset Management, INC40$4.86K0.00%00.0%Unchanged
JJJ Advisors Inc.41$4.98K0.00%−10−19.6%Reduced
Loomis Sayles & Co L P45$5.00K0.00%−92−67.2%Reduced
Wolff Wiese Magana LLC42$5.10K0.00%00.0%Unchanged
Raffa Wealth Management, LLC43$5.22K0.00%00.0%Unchanged
Eagle Bay Advisors LLC46$5.59K0.00%00.0%Unchanged
Abound Wealth Management47$5.71K0.00%+2+4.4%Added
Gs Investments, Inc.48$5.83K0.00%00.0%Unchanged
AlphaMark Advisors, LLC50$6.00K0.00%+50New
MRP Capital Investments, LLC50$6.08K0.01%−3,610−98.6%Reduced
Chesapeake Asset Management LLC50$6.08K0.01%−72−59.0%Reduced
Addison Advisors LLC50$6.08K0.00%−69−58.0%Reduced
Arrow Financial Corp50$6.08K0.00%00.0%Unchanged
Proffitt & Goodson Inc50$6.08K0.00%00.0%Unchanged
Community Bank, N.A.50$6.08K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc50$6.08K0.00%+50New
Pacifica Partners Inc.50$6.18K0.00%−15−23.1%Reduced
Glen Eagle Advisors, LLC52$6.32K0.00%−6−10.3%Reduced
Northwest Investment Counselors, LLC53$6.44K0.00%+8+17.8%Added
Insight Financial Services55$6.68K0.02%−55−50.0%Reduced
BerganKDV Wealth Management, LLC56$6.80K0.00%−444−88.8%Reduced
Castleview Partners, LLC56$6.80K0.01%00.0%Unchanged
Hazlett, Burt & Watson, Inc.55$7.00K0.01%+14+34.1%Added
RFP Financial Group LLC58$7.05K0.00%00.0%Unchanged
Joseph Group Capital Management60$7.29K0.01%00.0%Unchanged
ORG Partners LLC57$7.34K0.00%+57New
Manchester Capital Management LLC68$8.26K0.00%00.0%Unchanged
WealthPLAN Partners, LLC69$8.38K0.00%00.0%Unchanged
Atticus Wealth Management, LLC70$8.51K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC73$8.87K0.01%00.0%Unchanged
City State Bank75$9.00K0.00%00.0%Unchanged
Park Place Capital Corp79$9.60K0.00%+3+3.9%Added
Global Wealth Management Investment Advisory, Inc.80$9.72K0.00%+80New
Carmichael Hill & Associates, Inc.81$9.84K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.65$10.0K0.00%−655−91.0%Reduced