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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 9,755 | $1.19M | 0.26% | +264+2.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,880 | $1.21M | 0.03% | −13,163−57.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 9,997 | $1.21M | 0.86% | +374+3.9% | Added |
| Baird Financial Group, Inc. | 10,012 | $1.22M | 0.00% | +150+1.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 10,049 | $1.22M | 0.51% | −360−3.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,341 | $1.26M | 0.03% | −44−0.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,429 | $1.27M | 0.03% | −21,474−67.3% | Reduced |
| Natixis | 10,564 | $1.28M | 0.01% | +7,344+228.1% | Added |
| TT International Asset Management LTD | 10,650 | $1.29M | 0.22% | +3,150+42.0% | Added |
| Brinker Capital Investments, LLC | 10,869 | $1.32M | 0.01% | +583+5.7% | Added |
| Orion Portfolio Solutions, LLC | 10,869 | $1.32M | 0.01% | +583+5.7% | Added |
| Capital International Inc | 10,876 | $1.32M | 0.02% | −4,137−27.6% | Reduced |
| Atria Wealth Solutions, Inc. | 11,044 | $1.34M | 0.02% | −4,038−26.8% | Reduced |
| Green Alpha Advisors, LLC | 11,109 | $1.35M | 0.89% | +1,311+13.4% | Added |
| Prudential PLC | 11,224 | $1.36M | 0.02% | −62−0.5% | Reduced |
| Bessemer Group Inc | 11,470 | $1.39M | 0.00% | +4,202+57.8% | Added |
| Sigma Planning Corp | 11,533 | $1.40M | 0.05% | +137+1.2% | Added |
| AIA Group Ltd | 11,538 | $1.40M | 0.07% | +2,566+28.6% | Added |
| Harvest Volatility Management LLC | 11,722 | $1.42M | 0.29% | −2,125−15.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,769 | $1.43M | 0.11% | +13+0.1% | Added |
| Cetera Investment Advisers | 11,875 | $1.44M | 0.01% | +340+2.9% | Added |
| Two Sigma Securities, LLC | 11,901 | $1.45M | 0.12% | −38,525−76.4% | Reduced |
| Manhattan West Asset Management, LLC | 11,975 | $1.45M | 0.54% | +6,455+116.9% | Added |
| Beacon Pointe Advisors, LLC | 11,992 | $1.46M | 0.02% | +6,458+116.7% | Added |
| Circle Wealth Management, LLC | 12,090 | $1.47M | 0.19% | −724−5.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 12,161 | $1.48M | 0.10% | −1,807−12.9% | Reduced |
| Private Advisor Group, LLC | 12,342 | $1.50M | 0.01% | −1,258−9.3% | Reduced |
| Ameritas Investment Partners, Inc. | 12,363 | $1.50M | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 12,403 | $1.51M | 0.18% | −822−6.2% | Reduced |
| C2C Wealth Management, LLC | 12,419 | $1.52M | 0.20% | −3,158−20.3% | Reduced |
| Captrust Financial Advisors | 12,489 | $1.52M | 0.01% | −1,041−7.7% | Reduced |
| Hudson Bay Capital Management LP | 12,500 | $1.52M | 0.02% | +12,500 | New |
| Stevens Capital Management LP | 12,503 | $1.52M | 0.31% | −27,374−68.6% | Reduced |
| Tredje AP-fonden | 12,618 | $1.53M | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,632 | $1.53M | 0.02% | −1,872−12.9% | Reduced |
| Sectoral Asset Management Inc | 12,828 | $1.56M | 0.26% | −4,890−27.6% | Reduced |
| Metis Global Partners, LLC | 12,971 | $1.58M | 0.08% | +30.0% | Added |
| 180 Wealth Advisors, LLC | 12,997 | $1.58M | 0.35% | +69+0.5% | Added |
| Princeton Capital Management LLC | 13,068 | $1.59M | 0.66% | +331+2.6% | Added |
| Oak Associates, Ltd | 13,081 | $1.59M | 0.13% | 00.0% | Unchanged |
| Fifth Third Bancorp | 13,209 | $1.60M | 0.01% | +512+4.0% | Added |
| Garda Capital Partners LP | 13,471 | $1.64M | 0.78% | +12,181+944.3% | Added |
| Equitable Trust Co | 13,483 | $1.64M | 0.13% | −50,742−79.0% | Reduced |
| Central Trust Co | 13,512 | $1.64M | 0.05% | −1,789−11.7% | Reduced |
| Ossiam | 13,594 | $1.65M | 0.03% | −1,347−9.0% | Reduced |
| Capital International Sarl | 13,804 | $1.68M | 0.08% | −2,541−15.5% | Reduced |
| Richard Bernstein Advisors LLC | 13,919 | $1.69M | 0.04% | 00.0% | Unchanged |
| PGGM Investments | 14,133 | $1.72M | 0.03% | −56,630−80.0% | Reduced |
| Metropolitan Life Insurance Co | 14,287 | $1.74M | 0.08% | −490−3.3% | Reduced |
| Lipe & Dalton | 14,362 | $1.75M | 0.99% | −50.0% | Reduced |
| Eastern Bank | 14,369 | $1.75M | 0.08% | −10,000−41.0% | Reduced |
| Simplex Trading, LLC | 14,597 | $1.77M | 0.08% | +14,597 | New |
| Toroso Investments, LLC | 14,598 | $1.77M | 0.05% | −19,120−56.7% | Reduced |
| Trexquant Investment LP | 14,668 | $1.78M | 0.05% | −119,919−89.1% | Reduced |
| Crossmark Global Holdings, Inc. | 15,045 | $1.78M | 0.04% | +190+1.3% | Added |
| Ipswich Investment Management Co., Inc. | 14,813 | $1.80M | 0.47% | −470−3.1% | Reduced |
| Slow Capital, Inc. | 14,912 | $1.81M | 0.31% | −363−2.4% | Reduced |
| Nomura Holdings Inc | 14,988 | $1.82M | 0.02% | +10,305+220.1% | Added |
| Intrinsic Value Partners, LLC | 15,011 | $1.82M | 2.30% | +3,051+25.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,168 | $1.84M | 0.09% | +10,155+202.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 15,113 | $1.84M | 0.09% | +12,150+410.1% | Added |
| Northwest & Ethical Investments L.P. | 15,455 | $1.88M | 0.06% | +877+6.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 15,673 | $1.90M | 0.04% | −218−1.4% | Reduced |
| Hennessy Advisors Inc | 15,800 | $1.92M | 0.14% | −400−2.5% | Reduced |
| Walleye Trading LLC | 15,804 | $1.92M | 0.10% | +15,804 | New |
| JustInvest LLC | 15,897 | $1.93M | 0.06% | −780−4.7% | Reduced |
| Apeiron Capital Ltd | 15,900 | $1.93M | 1.17% | −7,100−30.9% | Reduced |
| Richard P Slaughter Associates Inc | 16,005 | $1.94M | 0.56% | +276+1.8% | Added |
| Cresset Asset Management, LLC | 16,013 | $1.95M | 0.01% | +16,013 | New |
| New Mexico Educational Retirement Board | 16,100 | $1.96M | 0.09% | +800+5.2% | Added |
| EFG Asset Management (North America) Corp. | 16,103 | $1.96M | 0.42% | +1,152+7.7% | Added |
| 1832 Asset Management L.P. | 16,157 | $1.96M | 0.00% | +528+3.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,460 | $2.00M | 0.08% | +16,460 | New |
| Natixis Advisors, L.P. | 16,614 | $2.02M | 0.01% | −12,709−43.3% | Reduced |
| Knuff & Co LLC | 17,153 | $2.08M | 0.78% | +246+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,409 | $2.12M | 0.02% | +373+2.2% | Added |
| Marietta Wealth Management, LLC | 18,377 | $2.23M | 0.42% | +5,477+42.5% | Added |
| Centiva Capital, LP | 18,387 | $2.23M | 0.11% | +8,242+81.2% | Added |
| Janney Montgomery Scott LLC | 18,642 | $2.27M | 0.01% | −20,873−52.8% | Reduced |
| Cetera Advisor Networks LLC | 18,717 | $2.27M | 0.02% | +1,975+11.8% | Added |
| Mariner, LLC | 19,246 | $2.34M | 0.01% | −1,162−5.7% | Reduced |
| Aigen Investment Management, LP | 19,608 | $2.38M | 0.35% | +19,608 | New |
| Tower Research Capital LLC (TRC) | 19,624 | $2.38M | 0.08% | +12,633+180.7% | Added |
| Norinchukin Bank, The | 19,785 | $2.40M | 0.04% | −4,954−20.0% | Reduced |
| Quattro Financial Advisors LLC | 20,000 | $2.43M | 0.97% | +10,000+100.0% | Added |
| US Bancorp | 21,102 | $2.56M | 0.00% | −2,377−10.1% | Reduced |
| Bank of Nova Scotia | 21,226 | $2.58M | 0.01% | +8,644+68.7% | Added |
| Concorde Financial Corp | 21,273 | $2.58M | 1.69% | −270−1.3% | Reduced |
| Colony Group LLC | 21,564 | $2.62M | 0.04% | +3,174+17.3% | Added |
| Neumann Advisory Hong Kong Ltd | 22,107 | $2.69M | 1.03% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 27,575 | $2.77M | 1.57% | −3,101−10.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 22,887 | $2.78M | 0.03% | +901+4.1% | Added |
| Hartford Investment Management Co | 23,000 | $2.79M | 0.11% | −4,821−17.3% | Reduced |
| Picton Mahoney Asset Management | 23,436 | $2.85M | 0.14% | +4,202+21.8% | Added |
| iA Global Asset Management Inc. | 23,510 | $2.86M | 0.08% | +23,510 | New |
| Two Sigma Advisers, LP | 23,900 | $2.90M | 0.01% | +23,900 | New |
| CI Private Wealth, LLC | 24,424 | $2.97M | 0.01% | −9,416−27.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 24,906 | $3.03M | 0.01% | −374−1.5% | Reduced |
| Varma Mutual Pension Insurance Co | 25,000 | $3.04M | 0.04% | 00.0% | Unchanged |
| Hancock Whitney Corp | 25,044 | $3.04M | 0.12% | −5,025−16.7% | Reduced |