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 |
|---|---|---|---|---|---|
| Strategic Blueprint, LLC | 1,824 | $221.6K | 0.02% | +1,824 | New |
| Alpha Family Trust | 1,825 | $221.7K | 0.15% | −365−16.7% | Reduced |
| First Citizens Bank & Trust Co | 1,841 | $223.7K | 0.00% | −13,979−88.4% | Reduced |
| Blue Fin Capital, Inc. | 1,849 | $224.7K | 0.06% | +40+2.2% | Added |
| Vantage Consulting Group Inc | 1,868 | $227.0K | 0.13% | +135+7.8% | Added |
| Syntax Advisors, LLC | 1,868 | $227.0K | 0.18% | +135+7.8% | Added |
| Modus Advisors, LLC | 1,891 | $229.8K | 0.10% | −361−16.0% | Reduced |
| Peapack Gladstone Financial Corp | 1,890 | $230.0K | 0.00% | −210−10.0% | Reduced |
| Westwood Wealth Management | 1,900 | $230.8K | 0.17% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,908 | $232.0K | 0.05% | +861+82.2% | Added |
| Herold Advisors, Inc. | 1,925 | $233.9K | 0.07% | +100+5.5% | Added |
| Fairfield Financial Advisors, LTD | 1,933 | $234.9K | 0.09% | −498−20.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,933 | $234.9K | 0.02% | 00.0% | Unchanged |
| Meritage Portfolio Management | 1,942 | $236.0K | 0.02% | +630+48.0% | Added |
| Ausdal Financial Partners, Inc. | 1,945 | $236.3K | 0.03% | −330−14.5% | Reduced |
| Sandy Spring Bank | 1,956 | $237.7K | 0.01% | −4−0.2% | Reduced |
| Claro Advisors LLC | 1,964 | $238.6K | 0.06% | −36−1.8% | Reduced |
| Nebula Research & Development LLC | 1,965 | $238.7K | 0.18% | +116+6.3% | Added |
| CIBC Private Wealth Group, LLC | 1,984 | $241.1K | 0.00% | −345−14.8% | Reduced |
| AdvisorNet Financial, Inc | 1,989 | $241.7K | 0.02% | −280−12.3% | Reduced |
| Accuvest Global Advisors | 1,988 | $242.0K | 0.12% | +287+16.9% | Added |
| Mayfair Advisory Group, LLC | 2,042 | $242.7K | 0.24% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 2,000 | $243.0K | 0.08% | −77−3.7% | Reduced |
| Jupiter Wealth Management LLC | 2,000 | $243.0K | 0.21% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,026 | $246.2K | 0.00% | +501+32.9% | Added |
| Cahill Wealth Management, LLC | 2,032 | $246.9K | 0.17% | −1,063−34.3% | Reduced |
| Axxcess Wealth Management, LLC | 2,032 | $246.9K | 0.02% | +510+33.5% | Added |
| NinePointTwo Capital | 2,035 | $247.0K | 0.10% | +2,035 | New |
| MinichMacGregor Wealth Management, LLC | 2,035 | $247.3K | 0.08% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,046 | $248.6K | 0.01% | +46+2.3% | Added |
| XTX Topco Ltd | 2,050 | $249.1K | 0.04% | +2,050 | New |
| Mirova | 2,059 | $250.2K | 0.04% | −2,212−51.8% | Reduced |
| Spire Wealth Management | 2,066 | $251.0K | 0.01% | −225−9.8% | Reduced |
| Summit Asset Management, LLC | 2,070 | $251.5K | 0.07% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,010 | $254.1K | 0.05% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 2,100 | $255.2K | 0.01% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,108 | $256.1K | 0.07% | +17+0.8% | Added |
| Ballentine Partners, LLC | 2,114 | $256.9K | 0.01% | −646−23.4% | Reduced |
| Penserra Capital Management LLC | 2,130 | $258.0K | 0.01% | −15,679−88.0% | Reduced |
| J.W. Cole Advisors, Inc. | 2,125 | $258.2K | 0.02% | −346−14.0% | Reduced |
| HB Wealth Management, LLC | 2,140 | $260.0K | 0.00% | −30−1.4% | Reduced |
| Summit Trail Advisors, LLC | 2,142 | $260.3K | 0.01% | +649+43.5% | Added |
| Cim Investment Mangement Inc | 2,144 | $260.5K | 0.09% | +5+0.2% | Added |
| Nadler Financial Group, Inc. | 2,147 | $260.9K | 0.04% | +836+63.8% | Added |
| Chicago Capital, LLC | 2,152 | $261.5K | 0.01% | +197+10.1% | Added |
| Sentry Investment Management LLC | 2,180 | $265.0K | 0.10% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,198 | $267.1K | 0.02% | +9+0.4% | Added |
| Northeast Financial Consultants Inc | 2,210 | $268.5K | 0.02% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 2,215 | $269.1K | 0.12% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,227 | $270.6K | 0.08% | +2,227 | New |
| Belpointe Asset Management LLC | 2,234 | $271.4K | 0.03% | −24,693−91.7% | Reduced |
| Empowered Funds, LLC | 2,257 | $274.2K | 0.01% | +822+57.3% | Added |
| EA Series Trust | 2,257 | $274.2K | 0.01% | +2,257 | New |
| Connectus Wealth, LLC | 2,268 | $275.7K | 0.01% | −167−6.9% | Reduced |
| Impact Partnership Wealth, LLC | 2,281 | $277.1K | 0.10% | +2,281 | New |
| Kingswood Wealth Advisors, LLC | 2,294 | $278.7K | 0.09% | +2,294 | New |
| Abbrea Capital, LLC | 2,304 | $280.0K | 0.04% | −23−1.0% | Reduced |
| Aberdeen Wealth Management LLC | 2,315 | $281.3K | 0.20% | 00.0% | Unchanged |
| Avalon Trust Co | 2,326 | $282.6K | 0.03% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,336 | $283.8K | 0.31% | +160+7.4% | Added |
| Horizon Investments, LLC | 2,365 | $287.3K | 0.01% | −330−12.2% | Reduced |
| Forum Financial Management, LP | 2,369 | $287.8K | 0.01% | +413+21.1% | Added |
| Wealth Effects LLC | 2,391 | $290.5K | 0.13% | 00.0% | Unchanged |
| STF Management LP | 2,393 | $290.8K | 0.31% | −1,969−45.1% | Reduced |
| Perigon Wealth Management, LLC | 2,410 | $292.8K | 0.01% | −25−1.0% | Reduced |
| Winton Group Ltd | 2,419 | $293.9K | 0.02% | −5,099−67.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,420 | $294.0K | 0.00% | −49−2.0% | Reduced |
| Continuum Advisory, LLC | 2,421 | $294.2K | 0.05% | −616−20.3% | Reduced |
| Lake Street Financial LLC | 2,428 | $295.0K | 0.05% | +300+14.1% | Added |
| New Vernon Capital Holdings II LLC | 2,437 | $296.1K | 0.20% | +820+50.7% | Added |
| Clarius Group, LLC | 2,445 | $297.1K | 0.02% | −366−13.0% | Reduced |
| Balentine LLC | 2,455 | $298.3K | 0.01% | +1,112+82.8% | Added |
| Principle Wealth Partners LLC | 2,495 | $303.1K | 0.03% | −250−9.1% | Reduced |
| Keebeck Wealth Management, LLC | 2,500 | $303.8K | 0.04% | −31−1.2% | Reduced |
| Philadelphia Trust Co | 2,505 | $304.0K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,517 | $305.8K | 0.03% | −10−0.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 2,520 | $306.2K | 0.02% | −899−26.3% | Reduced |
| Veriti Management LLC | 2,527 | $307.0K | 0.03% | +153+6.4% | Added |
| Huntington National Bank | 2,546 | $309.3K | 0.00% | +335+15.2% | Added |
| Bayesian Capital Management, LP | 2,548 | $309.6K | 0.03% | −43,400−94.5% | Reduced |
| Heritage Trust Co | 2,563 | $311.4K | 0.05% | −1,825−41.6% | Reduced |
| Millennium Capital Advisors, LLC | 2,565 | $311.6K | 0.26% | +210+8.9% | Added |
| EMC Capital Management | 19,814 | $313.0K | 0.64% | +17,814+890.7% | Added |
| Norris Financial Group, LLC | 2,577 | $313.1K | 0.22% | −1,107−30.0% | Reduced |
| Regal Investment Advisors LLC | 2,587 | $314.3K | 0.03% | −117−4.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 2,591 | $314.8K | 0.04% | +118+4.8% | Added |
| Fagan Associates, Inc. | 2,595 | $315.3K | 0.08% | +170+7.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,601 | $316.1K | 0.08% | −352−11.9% | Reduced |
| Lee Financial Co | 2,612 | $317.4K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,626 | $319.1K | 0.01% | −266−9.2% | Reduced |
| Miracle Mile Advisors, LLC | 2,640 | $320.8K | 0.01% | +150+6.0% | Added |
| Acadian Asset Management LLC | 2,674 | $324.0K | 0.00% | −1,706−38.9% | Reduced |
| Montag A & Associates Inc | 2,692 | $327.1K | 0.02% | −2,747−50.5% | Reduced |
| BTC Capital Management, Inc. | 2,718 | $330.2K | 0.04% | +2,718 | New |
| Cable Hill Partners, LLC | 2,720 | $330.5K | 0.04% | −149−5.2% | Reduced |
| GFG Capital, LLC | 2,740 | $332.9K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,767 | $336.2K | 0.02% | −2−0.1% | Reduced |
| Precision Wealth Strategies, LLC | 2,796 | $339.7K | 0.56% | −243−8.0% | Reduced |
| Peregrine Capital Management LLC | 2,809 | $341.3K | 0.01% | +460+19.6% | Added |
| MMBG Investment Advisors Co. | 2,860 | $351.8K | 0.04% | 00.0% | Unchanged |