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Livermore
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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
Malaga Cove Capital, LLC0$00.00%−4,045−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−3,433−100.0%Sold out
Inceptionr LLC0$00.00%−3,362−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−3,330−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−3,129−100.0%Sold out
Affinity Investment Advisors, LLC0$00.00%−3,049−100.0%Sold out
Heron Bay Capital Management0$00.00%−2,893−100.0%Sold out
Teza Capital Management LLC0$00.00%−2,888−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−2,871−100.0%Sold out
Ascent Group, LLC0$00.00%−2,679−100.0%Sold out
Caxton Associates LP0$00.00%−2,600−100.0%Sold out
Diversified Trust Co0$00.00%−2,343−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−2,303−100.0%Sold out
CX Institutional0$00.00%−2,234−100.0%Sold out
Boston Private Wealth LLC0$00.00%−2,233−100.0%Sold out
SRB Corp0$00.00%−2,216−100.0%Sold out
Wedmont Private Capital0$00.00%−2,087−100.0%Sold out
Summit Wealth & Retirement Planning, Inc.0$00.00%−2,118−100.0%Sold out
Brighton Jones LLC0$00.00%−2,042−100.0%Sold out
Avantax Planning Partners, Inc.0$00.00%−2,040−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−2,016−100.0%Sold out
Harvey Capital Management Inc0$00.00%−2,000−100.0%Sold out
Detalus Advisors, LLC0$00.00%−2,000−100.0%Sold out
Carnegie Capital Asset Management, LLC0$00.00%−1,990−100.0%Sold out
RB Capital Management, LLC0$00.00%−1,872−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−1,870−100.0%Sold out
Csenge Advisory Group0$00.00%−1,858−100.0%Sold out
Kaizen Financial Strategies0$00.00%−1,809−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−1,895−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−1,740−100.0%Sold out
KRS Capital Management, LLC0$00.00%−1,739−100.0%Sold out
Cozad Asset Management Inc0$00.00%−1,725−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−1,713−100.0%Sold out
NorthRock Partners, LLC0$00.00%−1,681−100.0%Sold out
Krilogy Financial LLC0$00.00%−1,671−100.0%Sold out
GM Advisory Group, Inc.0$00.00%−1,631−100.0%Sold out
Conning Inc.0$00.00%−1,619−100.0%Sold out
Pine Valley Investments Ltd Liability Co0$00.00%−2,521−100.0%Sold out
Alpha Cubed Investments, LLC0$00.00%−1,579−100.0%Sold out
Triad Financial Advisors, Inc.0$00.00%−1,541−100.0%Sold out
Bellecapital International Ltd.0$00.00%−1,540−100.0%Sold out
Laidlaw Wealth Management LLC0$00.00%−1,533−100.0%Sold out
Heron Financial Group, LLC0$00.00%−1,528−100.0%Sold out
Perfromance Wealth Partners, LLC0$00.00%−1,509−100.0%Sold out
Vise Technologies, Inc.0$00.00%−1,486−100.0%Sold out
Raymond James Trust N.A.0$00.00%−1,480−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−1,480−100.0%Sold out
Sheets Smith Wealth Management0$00.00%−1,479−100.0%Sold out
Hyman Charles D0$00.00%−1,475−100.0%Sold out
Joel Isaacson & Co., LLC0$00.00%−1,475−100.0%Sold out
Hoylecohen, LLC0$00.00%−1,474−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−1,447−100.0%Sold out
NCM Capital Management, LLC0$00.00%−1,437−100.0%Sold out
Wealth Alliance0$00.00%−1,432−100.0%Sold out
L.M. Kohn & Company0$00.00%−1,426−100.0%Sold out
Prossimo Advisors, LLC0$00.00%−1,428−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−1,418−100.0%Sold out
StoneX Group Inc.0$00.00%−1,412−100.0%Sold out
Y.D. More Investments Ltd0$00.00%−1,400−100.0%Sold out
Abn Amro Investment Solutions0$00.00%−1,395−100.0%Sold out
Putnam Investments LLC0$00.00%−1,369−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−1,359−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−1,357−100.0%Sold out
Telos Capital Management, Inc.0$00.00%−1,354−100.0%Sold out
First Business Financial Services, Inc.0$00.00%−1,341−100.0%Sold out
LWM Advisory Services, LLC0$00.00%−1,306−100.0%Sold out
Breakwater Capital Group0$00.00%−1,313−100.0%Sold out
Crescent Grove Advisors, LLC0$00.00%−1,312−100.0%Sold out
Jeppson Wealth Management, LLC0$00.00%−1,307−100.0%Sold out
Ellevest, Inc.0$00.00%−1,105−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−1,142−100.0%Sold out
US Asset Management LLC0$00.00%−711−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−468−100.0%Sold out
WealthPlan Investment Management, LLC0$00.00%−445−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−150−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−143−100.0%Sold out
Accel Wealth Management0$00.00%−122−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−100−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−100−100.0%Sold out
DuPont Capital Management Corp0$00.00%−72−100.0%Sold out
Whittier Trust Co0$00.00%−70−100.0%Sold out
Steward Financial Group LLC0$00.00%−59−100.0%Sold out
Schubert & Co0$00.00%−46−100.0%Sold out
Syverson Strege & Co0$00.00%−36−100.0%Sold out
Okabena Investment Services Inc0$00.00%−18−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−4−100.0%Sold out
WestEnd Advisors, LLC0$00.00%–Sold out
PEAK6 Investments LLC0$00.00%−4−100.0%Sold out
Whittier Trust Co of Nevada Inc0$00.00%−3−100.0%Sold out
Old Port Advisors––––Not filed
Kula Investments, LLC––––Not filed
ETF Managers Group, LLC––––Not filed
Asset Management Corp––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed
Ahrens Investment Partners LLC––––Not filed
Baldrige Asset Management LLC––––Not filed