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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 5,424 | $659.0K | 0.12% | +5,424 | New |
| Pictet North America Advisors SA | 5,430 | $659.7K | 0.09% | +136+2.6% | Added |
| Steel Peak Wealth Management LLC | 5,506 | $669.0K | 0.04% | −41−0.7% | Reduced |
| UniSuper Management Pty Ltd | 5,545 | $673.7K | 0.01% | +5,545 | New |
| Congress Wealth Management LLC | 5,544 | $674.0K | 0.02% | −11−0.2% | Reduced |
| Capstone Triton Financial Group, LLC | 5,657 | $687.3K | 0.47% | −110−1.9% | Reduced |
| Commerce Bank | 5,679 | $690.0K | 0.01% | −1,174−17.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,681 | $690.2K | 0.06% | +2,212+63.8% | Added |
| GAM Holding AG | 5,703 | $692.9K | 0.05% | +923+19.3% | Added |
| O'Shaughnessy Asset Management, LLC | 5,719 | $694.9K | 0.01% | +33+0.6% | Added |
| Independent Advisor Alliance | 5,726 | $695.7K | 0.03% | 00.0% | Unchanged |
| Ramiah Investment Group | 5,745 | $698.0K | 0.68% | +5,745 | New |
| Shell Asset Management Co | 5,778 | $702.0K | 0.03% | −2,973−34.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,794 | $704.0K | 0.02% | +5,764+19,213.3% | Added |
| Chelsea Counsel Co | 5,852 | $711.0K | 0.35% | +70+1.2% | Added |
| Avantax Advisory Services, Inc. | 5,866 | $712.7K | 0.01% | −163−2.7% | Reduced |
| Wedbush Securities Inc | 5,903 | $717.0K | 0.03% | +110+1.9% | Added |
| DMG Group, LLC | 5,902 | $717.1K | 0.72% | +690+13.2% | Added |
| Riverview Capital Advisers, LLC | 5,907 | $717.7K | 0.32% | −4,143−41.2% | Reduced |
| Parallel Advisors, LLC | 5,960 | $724.1K | 0.02% | −508−7.9% | Reduced |
| River & Mercantile Asset Management LLP | 5,970 | $725.0K | 0.14% | +5,970 | New |
| Castle Rock Wealth Management, LLC | 5,871 | $725.3K | 0.25% | +2,704+85.4% | Added |
| Money Concepts Capital Corp | 5,977 | $726.3K | 0.07% | +157+2.7% | Added |
| TD Private Client Wealth LLC | 6,000 | $729.0K | 0.03% | −220−3.5% | Reduced |
| Bristlecone Advisors, LLC | 6,046 | $734.6K | 0.07% | +62+1.0% | Added |
| Newlands Management Operations LLC | 6,053 | $735.4K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 6,060 | $736.3K | 0.15% | +6,060 | New |
| Moloney Securities Asset Management, LLC | 6,074 | $738.0K | 0.13% | −3,882−39.0% | Reduced |
| Osher Van de Voorde Investment Management | 6,090 | $739.9K | 0.19% | −50−0.8% | Reduced |
| Coastal Capital Group, Inc. | 6,108 | $742.1K | 0.16% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,144 | $746.5K | 0.01% | −1,604−20.7% | Reduced |
| Wetherby Asset Management Inc | 6,149 | $747.1K | 0.04% | −1,573−20.4% | Reduced |
| Quantinno Capital Management LP | 6,159 | $748.0K | 0.04% | −1,403−18.6% | Reduced |
| Shorepoint Capital Partners LLC | 6,221 | $755.9K | 0.21% | −200−3.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 6,223 | $756.1K | 0.23% | +68+1.1% | Added |
| TD Waterhouse Canada Inc. | 6,139 | $765.5K | 0.01% | +875+16.6% | Added |
| Legato Capital Management LLC | 6,385 | $775.8K | 0.10% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 6,405 | $778.0K | 0.01% | +1,720+36.7% | Added |
| NVWM, LLC | 6,515 | $791.6K | 0.26% | +2,403+58.4% | Added |
| GWM Advisors LLC | 6,691 | $813.0K | 0.01% | −2,179−24.6% | Reduced |
| Siemens Fonds Invest GmbH | 6,751 | $816.2K | 0.08% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,721 | $816.6K | 0.00% | +922+15.9% | Added |
| Ieq Capital, LLC | 6,726 | $817.2K | 0.02% | −1,969−22.6% | Reduced |
| Legacy Private Trust Co. | 6,747 | $819.8K | 0.07% | +904+15.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 6,799 | $826.0K | 0.02% | +6,799 | New |
| Fairfield, Bush & Co. | 6,800 | $826.2K | 0.23% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,802 | $826.4K | 0.00% | −1,318−16.2% | Reduced |
| Vident Investment Advisory, LLC | 6,844 | $831.1K | 0.03% | −7,824−53.3% | Reduced |
| Lazard Asset Management LLC | 6,939 | $842.0K | 0.00% | −9,654−58.2% | Reduced |
| Centaurus Financial, Inc. | 6,937 | $843.0K | 0.07% | −1,555−18.3% | Reduced |
| Aurora Investment Counsel | 6,939 | $843.1K | 0.54% | −152−2.1% | Reduced |
| Advisor Partners II, LLC | 7,041 | $855.5K | 0.04% | −367−5.0% | Reduced |
| Panagora Asset Management Inc | 7,124 | $865.6K | 0.01% | +1,634+29.8% | Added |
| Advisors Asset Management, Inc. | 7,168 | $870.9K | 0.02% | −2,050−22.2% | Reduced |
| Empirical Finance, LLC | 7,229 | $878.3K | 0.07% | +1,215+20.2% | Added |
| Focus Financial Network, Inc. | 7,275 | $883.9K | 0.05% | −500−6.4% | Reduced |
| Profit Investment Management, LLC | 7,308 | $887.9K | 0.58% | −100−1.3% | Reduced |
| La Banque Postale Asset Management SA | 7,351 | $893.1K | 0.02% | −167−2.2% | Reduced |
| Harbor Investment Advisory, LLC | 7,423 | $901.9K | 0.13% | −120−1.6% | Reduced |
| CWM, LLC | 7,432 | $903.0K | 0.01% | −1,580−17.5% | Reduced |
| Hudson Canyon Capital Management | 7,441 | $904.1K | 0.71% | 00.0% | Unchanged |
| Washington Trust Co | 7,561 | $918.7K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,668 | $931.7K | 0.01% | −1,800−19.0% | Reduced |
| E Fund Management Co., Ltd. | 7,781 | $945.0K | 0.07% | +235+3.1% | Added |
| Vestcor Inc | 7,828 | $951.0K | 0.03% | −26−0.3% | Reduced |
| Royal Fund Management, LLC | 7,845 | $953.2K | 0.13% | +3,320+73.4% | Added |
| Estate Counselors, LLC | 7,885 | $958.0K | 0.12% | 00.0% | Unchanged |
| McAdam, LLC | 7,906 | $960.6K | 0.08% | +1,092+16.0% | Added |
| Stratos Wealth Partners, LTD. | 7,960 | $967.1K | 0.02% | +1,811+29.5% | Added |
| Vinva Investment Management Ltd | 7,925 | $967.7K | 0.08% | −3,040−27.7% | Reduced |
| Stevard, LLC | 7,966 | $967.9K | 0.92% | −222−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 8,043 | $977.2K | 0.02% | −670−7.7% | Reduced |
| Scotia Capital Inc. | 8,048 | $977.8K | 0.01% | −9,569−54.3% | Reduced |
| Truist Financial Corp | 8,152 | $990.5K | 0.00% | +926+12.8% | Added |
| Virtus ETF Advisers LLC | 8,209 | $997.4K | 0.59% | +6,737+457.7% | Added |
| Capital Counsel LLC | 8,218 | $998.5K | 0.06% | 00.0% | Unchanged |
| Cutler Group LP | 8,224 | $999.0K | 0.24% | −3,351−29.0% | Reduced |
| National Asset Management, Inc. | 8,255 | $1.00M | 0.02% | +676+8.9% | Added |
| Ci Investments Inc. | 8,287 | $1.01M | 0.01% | +3,838+86.3% | Added |
| Woodmont Investment Counsel LLC | 8,340 | $1.01M | 0.11% | −532−6.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,389 | $1.02M | 0.07% | +623+8.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,406 | $1.02M | 0.01% | +646+8.3% | Added |
| CMT Capital Markets Trading GmbH | 8,471 | $1.03M | 0.43% | +8,471 | New |
| Everence Capital Management Inc | 8,160 | $1.04M | 0.08% | 00.0% | Unchanged |
| Bamco Inc | 8,600 | $1.04M | 0.00% | −4,900−36.3% | Reduced |
| Independent Financial Group, LLC | 8,632 | $1.05M | 0.07% | +78+0.9% | Added |
| Great Valley Advisor Group, Inc. | 8,701 | $1.06M | 0.04% | −229−2.6% | Reduced |
| Polianta Ltd | 8,800 | $1.07M | 0.50% | +8,800 | New |
| HRT Financial LP | 8,833 | $1.07M | 0.01% | −81,460−90.2% | Reduced |
| Cohen Capital Management, Inc. | 9,000 | $1.09M | 0.21% | 00.0% | Unchanged |
| Marshall Wace, LLP | 9,000 | $1.09M | 0.00% | +6,839+316.5% | Added |
| Motley Fool Asset Management LLC | 9,064 | $1.10M | 0.10% | +9,064 | New |
| Eqis Capital Management, Inc. | 9,205 | $1.12M | 0.13% | −716−7.2% | Reduced |
| D.A. Davidson & Co. | 9,286 | $1.13M | 0.01% | +342+3.8% | Added |
| Northwestern Mutual Wealth Management Co | 9,302 | $1.13M | 0.00% | −1,442−13.4% | Reduced |
| Capital International Ltd | 9,330 | $1.13M | 0.06% | −4,240−31.2% | Reduced |
| Ethic Inc. | 9,395 | $1.14M | 0.04% | −2,595−21.6% | Reduced |
| Patten & Patten Inc | 9,495 | $1.15M | 0.10% | −585−5.8% | Reduced |
| Brandywine Managers, LLC | 9,510 | $1.16M | 0.76% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9,649 | $1.17M | 0.07% | −27−0.3% | Reduced |