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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 85 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 86 | $10.4K | 0.00% | +30+53.6% | Added |
| Deseret Mutual Benefit Administrators | 86 | $10.4K | 0.00% | +48+126.3% | Added |
| Coppell Advisory Solutions LLC | 88 | $10.7K | 0.00% | +88 | New |
| PSI Advisors, LLC | 90 | $10.9K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 72 | $11.0K | 0.01% | +20+38.5% | Added |
| FinTrust Capital Advisors, LLC | 63 | $11.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 95 | $11.5K | 0.00% | +35+58.3% | Added |
| Safeguard Financial, LLC | 100 | $12.0K | 0.01% | +100 | New |
| Delta Asset Management LLC | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $12.2K | 0.01% | +100 | New |
| West Branch Capital LLC | 101 | $12.3K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 104 | $12.6K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 110 | $13.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 702 | $13.1K | 0.00% | −90−11.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 109 | $13.2K | 0.01% | −4−3.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 113 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 114 | $13.9K | 0.00% | +17+17.5% | Added |
| Creative Financial Designs Inc | 114 | $13.9K | 0.00% | +24+26.7% | Added |
| Bogart Wealth, LLC | 115 | $14.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 112 | $14.0K | 0.00% | +110+5,500.0% | Added |
| Rational Advisors LLC | 118 | $14.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $14.6K | 0.00% | −200−62.5% | Reduced |
| ICA Group Wealth Management, LLC | 122 | $14.8K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 123 | $14.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 123 | $14.9K | 0.00% | +4+3.4% | Added |
| MV Capital Management, Inc. | 125 | $15.2K | 0.00% | +18+16.8% | Added |
| MB, Levis & Associates, LLC | 127 | $15.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 130 | $15.8K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 139 | $16.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 132 | $16.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 135 | $16.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 138 | $16.8K | 0.00% | −50,478−99.7% | Reduced |
| Core Alternative Capital | 139 | $16.9K | 0.00% | +7+5.3% | Added |
| Farther Finance Advisors, LLC | 140 | $17.0K | 0.00% | +26+22.8% | Added |
| Central Bank & Trust Co | 148 | $18.0K | 0.00% | −10−6.3% | Reduced |
| South State Corp. | 150 | $18.2K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 150 | $18.2K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 152 | $18.5K | 0.01% | +152 | New |
| Sutton Wealth Advisors Inc. | 153 | $18.6K | 0.01% | +88+135.4% | Added |
| Earnest Partners LLC | 161 | $19.6K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 162 | $19.7K | 0.01% | +162 | New |
| Covestor Ltd | 163 | $20.0K | 0.02% | +26+19.0% | Added |
| Disciplina Capital Management LLC | 165 | $20.0K | 0.00% | +165 | New |
| PrairieView Partners, LLC | 175 | $21.0K | 0.00% | +175 | New |
| Godsey & Gibb Associates | 176 | $21.4K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 190 | $23.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 193 | $23.4K | 0.01% | −10,344−98.2% | Reduced |
| Laurel Wealth Advisors LLC | 200 | $24.3K | 0.00% | −200−50.0% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $24.3K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 200 | $24.3K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $24.3K | 0.01% | +100+100.0% | Added |
| Old Point Trust & Financial Services N A | 200 | $24.3K | 0.01% | +200 | New |
| Concord Wealth Partners | 204 | $24.8K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 206 | $25.0K | 0.02% | −47−18.6% | Reduced |
| Riverview Trust Co | 207 | $25.2K | 0.02% | +46+28.6% | Added |
| Zions Bancorporation, N.A. | 210 | $25.5K | 0.00% | −29−12.1% | Reduced |
| Armstrong Advisory Group, Inc | 212 | $25.8K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $25.8K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 213 | $25.9K | 0.00% | −13−5.8% | Reduced |
| GHP Investment Advisors, Inc. | 260 | $26.4K | 0.00% | +75+40.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 220 | $26.7K | 0.02% | −15−6.4% | Reduced |
| Duncker Streett & Co Inc | 220 | $26.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 220 | $26.7K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 225 | $27.3K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 234 | $28.4K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 245 | $29.8K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 245 | $29.8K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 266 | $32.3K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 267 | $32.4K | 0.00% | −13−4.6% | Reduced |
| Hexagon Capital Partners LLC | 270 | $32.8K | 0.01% | −16−5.6% | Reduced |
| Centerpoint Advisors, LLC | 274 | $33.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 270 | $33.0K | 0.00% | +250+1,250.0% | Added |
| Kistler-Tiffany Companies, LLC | 272 | $33.0K | 0.01% | +50+22.5% | Added |
| SOA Wealth Advisors, LLC. | 276 | $33.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 280 | $34.0K | 0.01% | −10−3.4% | Reduced |
| Center for Financial Planning, Inc. | 288 | $35.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 300 | $36.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $36.0K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 300 | $36.0K | 0.02% | +300 | New |
| Colonial Trust Co | 300 | $36.5K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 306 | $37.2K | 0.00% | −23−7.0% | Reduced |
| Archer Investment Corp | 312 | $37.9K | 0.01% | −188−37.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 333 | $40.5K | 0.01% | −123−27.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 337 | $40.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 337 | $40.9K | 0.01% | +95+39.3% | Added |
| Caldwell Trust Co | 344 | $41.8K | 0.01% | +62+22.0% | Added |
| Clearstead Advisors, LLC | 348 | $42.3K | 0.00% | −1,307−79.0% | Reduced |
| Bangor Savings Bank | 360 | $43.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 383 | $46.5K | 0.00% | +1+0.3% | Added |
| Parkside Financial Bank & Trust | 390 | $47.4K | 0.01% | −59−13.1% | Reduced |
| EverSource Wealth Advisors, LLC | 398 | $48.4K | 0.01% | +35+9.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $48.6K | 0.04% | −100−20.0% | Reduced |
| Hantz Financial Services, Inc. | 420 | $51.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 421 | $51.2K | 0.00% | −89−17.5% | Reduced |
| Bartlett & Co. LLC | 430 | $52.0K | 0.00% | +50+13.2% | Added |
| Bartlett & Co. Wealth Management LLC | 430 | $52.2K | 0.00% | +50+13.2% | Added |