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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 2,952 | $358.7K | 0.02% | −127−4.1% | Reduced |
| Lincoln National Corp | 2,953 | $358.8K | 0.01% | +1,432+94.1% | Added |
| Cornerstone Wealth Management, LLC | 2,962 | $359.9K | 0.03% | −599−16.8% | Reduced |
| Pinnacle Associates Ltd | 2,985 | $362.7K | 0.01% | +346+13.1% | Added |
| Cypress Capital Group | 2,988 | $363.0K | 0.05% | +23+0.8% | Added |
| CV Advisors LLC | 2,991 | $363.4K | 0.29% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,000 | $364.5K | 0.03% | −27,123−90.0% | Reduced |
| Founders Capital Management, LLC | 3,020 | $366.9K | 0.08% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 3,034 | $368.6K | 0.06% | −47−1.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,045 | $370.0K | 0.01% | −1,150−27.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,049 | $370.5K | 0.17% | +603+24.7% | Added |
| Carl P. Sherr & Co., LLC | 3,057 | $371.4K | 0.24% | +271+9.7% | Added |
| Aft, Forsyth & Company, Inc. | 3,065 | $372.4K | 0.26% | −125−3.9% | Reduced |
| Greenleaf Trust | 3,092 | $375.7K | 0.00% | −425−12.1% | Reduced |
| Dana Investment Advisors, Inc. | 3,097 | $376.3K | 0.02% | +3,097 | New |
| Hennion & Walsh Asset Management, Inc. | 3,125 | $380.0K | 0.02% | +574+22.5% | Added |
| Arete Wealth Advisors, LLC | 3,139 | $381.0K | 0.03% | +451+16.8% | Added |
| EP Wealth Advisors, LLC | 1,234 | $386.6K | 0.01% | −130,446−99.1% | Reduced |
| Paradigm Financial Partners, LLC | 3,188 | $387.3K | 0.10% | +179+5.9% | Added |
| Xcel Wealth Management, LLC | 3,193 | $387.9K | 0.12% | −20−0.6% | Reduced |
| Wealthcare Advisory Partners LLC | 3,210 | $390.0K | 0.02% | −1,037−24.4% | Reduced |
| Snowden Capital Advisors LLC | 3,210 | $390.0K | 0.01% | +153+5.0% | Added |
| Keybank National Association | 3,215 | $390.6K | 0.00% | +266+9.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,217 | $391.0K | 0.02% | −138−4.1% | Reduced |
| Lebenthal Global Advisors, LLC | 3,223 | $391.6K | 0.11% | +3,223 | New |
| Baader Bank INC | 3,250 | $394.9K | 0.03% | −1,355−29.4% | Reduced |
| Signaturefd, LLC | 3,259 | $396.0K | 0.01% | −253−7.2% | Reduced |
| Brown Advisory Inc | 3,262 | $396.3K | 0.00% | +58+1.8% | Added |
| AtonRa Partners | 3,287 | $399.4K | 0.62% | −118−3.5% | Reduced |
| Dimension Capital Management LLC | 3,300 | $401.0K | 0.09% | +1,649+99.9% | Added |
| Change Path, LLC | 3,344 | $406.0K | 0.02% | +23+0.7% | Added |
| Meeder Advisory Services, Inc. | 3,369 | $409.3K | 0.04% | −825−19.7% | Reduced |
| Kovack Advisors, Inc. | 3,397 | $412.7K | 0.05% | −1,522−30.9% | Reduced |
| Bridgefront Capital, LLC | 3,418 | $415.3K | 0.22% | +3,418 | New |
| Carr Financial Group Corp | 3,429 | $416.6K | 0.17% | +2,000+140.0% | Added |
| Coldstream Capital Management Inc | 3,458 | $420.1K | 0.01% | −251−6.8% | Reduced |
| Moody National Bank Trust Division | 3,475 | $422.2K | 0.03% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 3,503 | $425.6K | 6.76% | −989−22.0% | Reduced |
| Stephens Inc | 3,556 | $432.1K | 0.01% | −100−2.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,650 | $443.5K | 0.01% | +500+15.9% | Added |
| Left Brain Wealth Management, LLC | 3,719 | $451.9K | 0.28% | −542−12.7% | Reduced |
| Valeo Financial Advisors, LLC | 3,819 | $464.0K | 0.02% | +324+9.3% | Added |
| Trust Asset Management LLC | 3,828 | $465.1K | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,914 | $475.6K | 0.01% | −4,129−51.3% | Reduced |
| Bleakley Financial Group, LLC | 3,914 | $475.6K | 0.01% | −1,387−26.2% | Reduced |
| Ontario Teachers Pension Plan Board | 3,919 | $476.2K | 0.00% | −2,125−35.2% | Reduced |
| Wellington Shields & Co., LLC | 3,971 | $482.5K | 0.11% | −429−9.8% | Reduced |
| Flagship Harbor Advisors, LLC | 4,011 | $487.3K | 0.04% | −4,336−51.9% | Reduced |
| Glenmede Trust Co NA | 3,184 | $489.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,037 | $490.4K | 0.02% | +1,282+46.5% | Added |
| Cigna Investments Inc | 4,036 | $491.0K | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,074 | $495.0K | 0.01% | +1,703+71.8% | Added |
| Hemenway Trust Co LLC | 4,110 | $499.4K | 0.05% | +2,341+132.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,200 | $510.3K | 0.10% | 00.0% | Unchanged |
| Strategic Investment Advisors | 4,253 | $516.7K | 0.07% | −6,419−60.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,266 | $518.3K | 0.10% | +258+6.4% | Added |
| Reik & Co., LLC | 4,280 | $520.0K | 0.14% | 00.0% | Unchanged |
| Shaker Investments LLC | 4,314 | $524.2K | 0.27% | −4,710−52.2% | Reduced |
| Prairiewood Capital, LLC | 4,317 | $524.5K | 0.35% | −58−1.3% | Reduced |
| PFG Investments, LLC | 4,383 | $532.5K | 0.10% | +91+2.1% | Added |
| EPG Wealth Management LLC | 4,390 | $533.4K | 0.16% | +232+5.6% | Added |
| Rathbone Brothers plc | 4,391 | $533.5K | 0.00% | +130+3.1% | Added |
| Advisory Services Network, LLC | 4,448 | $540.4K | 0.01% | +73+1.7% | Added |
| Abundance Wealth Counselors | 4,484 | $545.0K | 0.28% | −74−1.6% | Reduced |
| Sequoia Financial Advisors, LLC | 4,532 | $550.6K | 0.01% | +65+1.5% | Added |
| Wade G W & Inc | 4,544 | $552.0K | 0.02% | −273−5.7% | Reduced |
| MAI Capital Management | 4,545 | $552.2K | 0.01% | −453−9.1% | Reduced |
| Lido Advisors, LLC | 4,582 | $556.8K | 0.01% | −11,499−71.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,600 | $558.9K | 0.06% | −400−8.0% | Reduced |
| Congress Park Capital LLC | 4,600 | $558.9K | 0.31% | +1,250+37.3% | Added |
| Heritage Investors Management Corp | 4,630 | $563.0K | 0.02% | +1,105+31.3% | Added |
| Steward Partners Investment Advisory, LLC | 4,651 | $565.1K | 0.01% | −1,157−19.9% | Reduced |
| Humankind Investments LLC | 4,699 | $570.9K | 0.22% | +2,533+116.9% | Added |
| Redwood Investments, LLC | 4,700 | $571.0K | 0.07% | −15,927−77.2% | Reduced |
| Bokf, NA | 4,737 | $575.5K | 0.01% | −10,991−69.9% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 4,700 | $575.8K | 0.44% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,740 | $575.9K | 0.02% | +300+6.8% | Added |
| Great Lakes Retirement, Inc. | 4,741 | $576.0K | 0.10% | +38+0.8% | Added |
| One River Asset Management, LLC | 4,765 | $581.9K | 0.46% | +3,367+240.8% | Added |
| International Assets Investment Management, LLC | 4,794 | $582.5K | 0.08% | −1,817−27.5% | Reduced |
| Broderick Brian C | 4,800 | $583.2K | 0.15% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 0 | $586.0K | 0.03% | −11,358−100.0% | Reduced |
| Argus Investors' Counsel, Inc. | 4,844 | $588.5K | 0.41% | +50+1.0% | Added |
| One Capital Management, LLC | 4,914 | $597.1K | 0.03% | +140+2.9% | Added |
| Avaii Wealth Management, LLC | 4,967 | $603.5K | 0.46% | +2,141+75.8% | Added |
| Arbor Investment Advisors, LLC | 5,000 | $607.5K | 0.11% | 00.0% | Unchanged |
| Tiaa, FSB | 5,015 | $609.3K | 0.00% | +117+2.4% | Added |
| Pathstone Family Office, LLC | 4,753 | $610.1K | 0.01% | −870−15.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 5,050 | $613.6K | 0.25% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,072 | $616.2K | 0.03% | −461−8.3% | Reduced |
| Symmetry Partners, LLC | 5,098 | $619.0K | 0.03% | −2,376−31.8% | Reduced |
| Ulysses Management LLC | 5,100 | $619.6K | 0.16% | +5,100 | New |
| Federated Hermes, Inc. | 5,110 | $620.9K | 0.00% | −54,342−91.4% | Reduced |
| Veritable, L.P. | 5,205 | $632.4K | 0.01% | −644−11.0% | Reduced |
| Prospera Financial Services Inc | 5,241 | $636.8K | 0.02% | −863−14.1% | Reduced |
| SeaCrest Wealth Management, LLC | 5,244 | $637.1K | 0.08% | −1,320−20.1% | Reduced |
| Hongkou Capital LP | 5,250 | $637.9K | 2.01% | +850+19.3% | Added |
| Cetera Advisors LLC | 5,261 | $639.2K | 0.01% | −13−0.2% | Reduced |
| Cerity Partners LLC | 5,335 | $648.4K | 0.00% | +1,192+28.8% | Added |
| Capula Management Ltd | 5,347 | $649.7K | 0.08% | +5,037+1,624.8% | Added |