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 |
|---|---|---|---|---|---|
| Kelly Financial Services LLC | 431 | $52.4K | 0.02% | −13−2.9% | Reduced |
| Financial Perspectives, Inc | 436 | $52.9K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 450 | $54.7K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 465 | $56.5K | 0.01% | −66−12.4% | Reduced |
| Consultiva Wealth Management, Corp. | 475 | $57.7K | 1.46% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 475 | $58.0K | 0.03% | +475 | New |
| Tompkins Financial Corp | 478 | $58.1K | 0.01% | +350+273.4% | Added |
| Baker Avenue Asset Management, LP | 479 | $58.2K | 0.00% | +197+69.9% | Added |
| FNY Investment Advisers, LLC | 497 | $60.0K | 0.08% | −11−2.2% | Reduced |
| Stephens Consulting, LLC | 500 | $60.8K | 0.02% | −500−50.0% | Reduced |
| Atwood & Palmer Inc | 500 | $60.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $60.8K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 500 | $60.8K | 0.01% | 00.0% | Unchanged |
| Options Solutions, LLC | 500 | $60.8K | 0.06% | +500 | New |
| Capital Advisors, Ltd. LLC | 507 | $62.0K | 0.01% | −39−7.1% | Reduced |
| Cambridge Trust Co | 534 | $64.9K | 0.00% | −12−2.2% | Reduced |
| Valley National Advisers Inc | 536 | $66.0K | 0.01% | +9+1.7% | Added |
| Activest Wealth Management | 550 | $67.0K | 0.05% | +312+131.1% | Added |
| Clear Street Markets LLC | 561 | $68.0K | 0.03% | +561 | New |
| Rosenberg Matthew Hamilton | 564 | $68.5K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 568 | $69.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 580 | $70.5K | 0.04% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 10,439 | $72.8K | 0.01% | +8,921+587.7% | Added |
| Emfo, LLC | 600 | $72.9K | 0.07% | +500+500.0% | Added |
| Canton Hathaway, LLC | 601 | $73.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 636 | $77.3K | 0.01% | −11−1.7% | Reduced |
| Sound Income Strategies, LLC | 660 | $80.2K | 0.01% | +60+10.0% | Added |
| Tortoise Investment Management, LLC | 672 | $81.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 677 | $82.3K | 0.01% | −15−2.2% | Reduced |
| Lumina Fund Management LLC | 700 | $85.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 700 | $85.0K | 0.03% | −1−0.1% | Reduced |
| Asset Dedication, LLC | 718 | $87.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 725 | $88.1K | 0.00% | −10−1.4% | Reduced |
| AXS Investments LLC | 740 | $89.9K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 745 | $90.5K | 0.01% | −25−3.2% | Reduced |
| Vigilant Capital Management, LLC | 750 | $91.0K | 0.01% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 777 | $94.4K | 0.06% | +777 | New |
| State of Wyoming | 823 | $100.0K | 0.03% | +823 | New |
| Quintet Private Bank (Europe) S.A. | 831 | $101.2K | 0.00% | +24+3.0% | Added |
| Proequities, Inc. | 930 | $113.0K | 0.01% | +176+23.3% | Added |
| Column Capital Advisors, LLC | 117,112 | $117.1K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 968 | $117.6K | 0.01% | +783+423.2% | Added |
| Global Financial Private Client, LLC | 972 | $118.3K | 0.06% | +263+37.1% | Added |
| Maj Invest Holding A/S | 990 | $120.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 992 | $120.5K | 0.00% | −16−1.6% | Reduced |
| Estabrook Capital Management | 1,000 | $121.5K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $121.5K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $121.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,024 | $124.4K | 0.01% | +130+14.5% | Added |
| Byrne Asset Management LLC | – | $126.0K | 0.08% | – | – |
| Hoey Investments, Inc | 1,086 | $131.9K | 0.04% | −450−29.3% | Reduced |
| Brown Brothers Harriman & Co | 1,119 | $136.0K | 0.00% | −506−31.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,154 | $140.2K | 0.01% | +83+7.7% | Added |
| Quantbot Technologies LP | 1,173 | $142.5K | 0.01% | −380−24.5% | Reduced |
| Denali Advisors LLC | 1,200 | $145.8K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,385 | $168.3K | 0.01% | +677+95.6% | Added |
| Sunbelt Securities, Inc. | 1,409 | $171.2K | 0.02% | −19−1.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,414 | $172.0K | 0.01% | +87+6.6% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $172.4K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,489 | $180.9K | 0.09% | −210−12.4% | Reduced |
| Nixon Capital, LLC | 1,500 | $182.3K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 1,510 | $183.5K | 0.00% | −322−17.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,535 | $186.5K | 0.08% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,571 | $190.9K | 0.01% | +50+3.3% | Added |
| First Command Bank | 1,602 | $194.6K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,602 | $194.6K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 1,631 | $198.0K | 0.03% | −9,069−84.8% | Reduced |
| IHT Wealth Management, LLC | 1,649 | $200.4K | 0.01% | +37+2.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,656 | $201.2K | 0.10% | −58−3.4% | Reduced |
| Ritholtz Wealth Management | 1,670 | $202.9K | 0.01% | +145+9.5% | Added |
| Kraematon Investment Advisors, Inc | 1,671 | $203.0K | 0.22% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,675 | $203.5K | 0.12% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,677 | $203.8K | 0.04% | −3−0.2% | Reduced |
| Jacobi Capital Management LLC | 1,686 | $204.9K | 0.02% | −10−0.6% | Reduced |
| Gries Financial LLC | 1,700 | $206.6K | 0.06% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,702 | $206.8K | 0.03% | −530−23.7% | Reduced |
| Private Capital Advisors, Inc. | 1,700 | $207.0K | 0.03% | +1,700 | New |
| Los Angeles Capital Management LLC | 1,708 | $207.5K | 0.00% | −25−1.4% | Reduced |
| Azimuth Capital Investment Management LLC | 1,708 | $207.5K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 1,708 | $207.5K | 0.02% | +304+21.7% | Added |
| Avitas Wealth Management LLC | 1,716 | $208.5K | 0.04% | −32−1.8% | Reduced |
| Apollon Wealth Management, LLC | 1,721 | $209.1K | 0.01% | −578−25.1% | Reduced |
| Must Asset Management Inc. | 1,715 | $209.4K | 0.58% | +1,715 | New |
| First Dallas Securities Inc. | 1,725 | $210.0K | 0.12% | −1,300−43.0% | Reduced |
| Legacy Capital Group California, Inc. | 1,731 | $210.3K | 0.09% | +67+4.0% | Added |
| Wealthspire Advisors, LLC | 1,743 | $211.8K | 0.00% | +429+32.6% | Added |
| united american securities inc. (d/b/a uas asset management) | 1,750 | $212.6K | 0.06% | +1,750 | New |
| Private Trust Co NA | 1,754 | $213.1K | 0.03% | +1,236+238.6% | Added |
| Fulton Breakefield Broenniman LLC | 1,755 | $213.2K | 0.02% | −4−0.2% | Reduced |
| Parsons Capital Management Inc | 1,760 | $213.8K | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 1,760 | $213.8K | 0.01% | +1,760 | New |
| Desjardins Global Asset Management Inc. | 1,762 | $214.1K | 0.02% | +260+17.3% | Added |
| Twin Lakes Capital Management, LLC | 1,772 | $215.3K | 0.15% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 1,775 | $215.7K | 0.10% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,779 | $216.2K | 0.01% | −3,892−68.6% | Reduced |
| Abbot Financial Management, Inc. | 1,783 | $216.6K | 0.14% | −161−8.3% | Reduced |
| Quadrant Capital Group LLC | 1,788 | $217.2K | 0.02% | −438−19.7% | Reduced |
| GSB Wealth Management, LLC | 1,792 | $217.7K | 0.07% | +1,792 | New |
| Gladstone Institutional Advisory LLC | 1,808 | $219.7K | 0.01% | −150−7.7% | Reduced |
| Harbour Investments, Inc. | 1,812 | $220.2K | 0.01% | +82+4.7% | Added |