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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 16,013 | $1.95M | 0.01% | +16,013 | New |
| Richard P Slaughter Associates Inc | 16,005 | $1.94M | 0.56% | +276+1.8% | Added |
| Apeiron Capital Ltd | 15,900 | $1.93M | 1.17% | −7,100−30.9% | Reduced |
| JustInvest LLC | 15,897 | $1.93M | 0.06% | −780−4.7% | Reduced |
| Walleye Trading LLC | 15,804 | $1.92M | 0.10% | +15,804 | New |
| Hennessy Advisors Inc | 15,800 | $1.92M | 0.14% | −400−2.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 15,673 | $1.90M | 0.04% | −218−1.4% | Reduced |
| Northwest & Ethical Investments L.P. | 15,455 | $1.88M | 0.06% | +877+6.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 15,113 | $1.84M | 0.09% | +12,150+410.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,168 | $1.84M | 0.09% | +10,155+202.6% | Added |
| Intrinsic Value Partners, LLC | 15,011 | $1.82M | 2.30% | +3,051+25.5% | Added |
| Nomura Holdings Inc | 14,988 | $1.82M | 0.02% | +10,305+220.1% | Added |
| Slow Capital, Inc. | 14,912 | $1.81M | 0.31% | −363−2.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 14,813 | $1.80M | 0.47% | −470−3.1% | Reduced |
| Crossmark Global Holdings, Inc. | 15,045 | $1.78M | 0.04% | +190+1.3% | Added |
| Trexquant Investment LP | 14,668 | $1.78M | 0.05% | −119,919−89.1% | Reduced |
| Toroso Investments, LLC | 14,598 | $1.77M | 0.05% | −19,120−56.7% | Reduced |
| Simplex Trading, LLC | 14,597 | $1.77M | 0.08% | +14,597 | New |
| Eastern Bank | 14,369 | $1.75M | 0.08% | −10,000−41.0% | Reduced |
| Lipe & Dalton | 14,362 | $1.75M | 0.99% | −50.0% | Reduced |
| Metropolitan Life Insurance Co | 14,287 | $1.74M | 0.08% | −490−3.3% | Reduced |
| PGGM Investments | 14,133 | $1.72M | 0.03% | −56,630−80.0% | Reduced |
| Richard Bernstein Advisors LLC | 13,919 | $1.69M | 0.04% | 00.0% | Unchanged |
| Capital International Sarl | 13,804 | $1.68M | 0.08% | −2,541−15.5% | Reduced |
| Ossiam | 13,594 | $1.65M | 0.03% | −1,347−9.0% | Reduced |
| Central Trust Co | 13,512 | $1.64M | 0.05% | −1,789−11.7% | Reduced |
| Equitable Trust Co | 13,483 | $1.64M | 0.13% | −50,742−79.0% | Reduced |
| Garda Capital Partners LP | 13,471 | $1.64M | 0.78% | +12,181+944.3% | Added |
| Fifth Third Bancorp | 13,209 | $1.60M | 0.01% | +512+4.0% | Added |
| Oak Associates, Ltd | 13,081 | $1.59M | 0.13% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 13,068 | $1.59M | 0.66% | +331+2.6% | Added |
| 180 Wealth Advisors, LLC | 12,997 | $1.58M | 0.35% | +69+0.5% | Added |
| Metis Global Partners, LLC | 12,971 | $1.58M | 0.08% | +30.0% | Added |
| Sectoral Asset Management Inc | 12,828 | $1.56M | 0.26% | −4,890−27.6% | Reduced |
| Kestra Advisory Services, LLC | 12,632 | $1.53M | 0.02% | −1,872−12.9% | Reduced |
| Tredje AP-fonden | 12,618 | $1.53M | 0.02% | 00.0% | Unchanged |
| Stevens Capital Management LP | 12,503 | $1.52M | 0.31% | −27,374−68.6% | Reduced |
| Hudson Bay Capital Management LP | 12,500 | $1.52M | 0.02% | +12,500 | New |
| Captrust Financial Advisors | 12,489 | $1.52M | 0.01% | −1,041−7.7% | Reduced |
| C2C Wealth Management, LLC | 12,419 | $1.52M | 0.20% | −3,158−20.3% | Reduced |
| Arkadios Wealth Advisors | 12,403 | $1.51M | 0.18% | −822−6.2% | Reduced |
| Ameritas Investment Partners, Inc. | 12,363 | $1.50M | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,342 | $1.50M | 0.01% | −1,258−9.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 12,161 | $1.48M | 0.10% | −1,807−12.9% | Reduced |
| Circle Wealth Management, LLC | 12,090 | $1.47M | 0.19% | −724−5.7% | Reduced |
| Beacon Pointe Advisors, LLC | 11,992 | $1.46M | 0.02% | +6,458+116.7% | Added |
| Manhattan West Asset Management, LLC | 11,975 | $1.45M | 0.54% | +6,455+116.9% | Added |
| Two Sigma Securities, LLC | 11,901 | $1.45M | 0.12% | −38,525−76.4% | Reduced |
| Cetera Investment Advisers | 11,875 | $1.44M | 0.01% | +340+2.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,769 | $1.43M | 0.11% | +13+0.1% | Added |
| Harvest Volatility Management LLC | 11,722 | $1.42M | 0.29% | −2,125−15.3% | Reduced |
| AIA Group Ltd | 11,538 | $1.40M | 0.07% | +2,566+28.6% | Added |
| Sigma Planning Corp | 11,533 | $1.40M | 0.05% | +137+1.2% | Added |
| Bessemer Group Inc | 11,470 | $1.39M | 0.00% | +4,202+57.8% | Added |
| Prudential PLC | 11,224 | $1.36M | 0.02% | −62−0.5% | Reduced |
| Green Alpha Advisors, LLC | 11,109 | $1.35M | 0.89% | +1,311+13.4% | Added |
| Atria Wealth Solutions, Inc. | 11,044 | $1.34M | 0.02% | −4,038−26.8% | Reduced |
| Capital International Inc | 10,876 | $1.32M | 0.02% | −4,137−27.6% | Reduced |
| 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 |
| TT International Asset Management LTD | 10,650 | $1.29M | 0.22% | +3,150+42.0% | Added |
| Natixis | 10,564 | $1.28M | 0.01% | +7,344+228.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,429 | $1.27M | 0.03% | −21,474−67.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,341 | $1.26M | 0.03% | −44−0.4% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 10,049 | $1.22M | 0.51% | −360−3.5% | Reduced |
| Baird Financial Group, Inc. | 10,012 | $1.22M | 0.00% | +150+1.5% | Added |
| Trivant Custom Portfolio Group, LLC | 9,997 | $1.21M | 0.86% | +374+3.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,880 | $1.21M | 0.03% | −13,163−57.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,755 | $1.19M | 0.26% | +264+2.8% | Added |
| Venture Visionary Partners LLC | 9,649 | $1.17M | 0.07% | −27−0.3% | Reduced |
| Brandywine Managers, LLC | 9,510 | $1.16M | 0.76% | 00.0% | Unchanged |
| Patten & Patten Inc | 9,495 | $1.15M | 0.10% | −585−5.8% | Reduced |
| Ethic Inc. | 9,395 | $1.14M | 0.04% | −2,595−21.6% | Reduced |
| Capital International Ltd | 9,330 | $1.13M | 0.06% | −4,240−31.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,302 | $1.13M | 0.00% | −1,442−13.4% | Reduced |
| D.A. Davidson & Co. | 9,286 | $1.13M | 0.01% | +342+3.8% | Added |
| Eqis Capital Management, Inc. | 9,205 | $1.12M | 0.13% | −716−7.2% | Reduced |
| Motley Fool Asset Management LLC | 9,064 | $1.10M | 0.10% | +9,064 | New |
| 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 |
| HRT Financial LP | 8,833 | $1.07M | 0.01% | −81,460−90.2% | Reduced |
| Polianta Ltd | 8,800 | $1.07M | 0.50% | +8,800 | New |
| Great Valley Advisor Group, Inc. | 8,701 | $1.06M | 0.04% | −229−2.6% | Reduced |
| Independent Financial Group, LLC | 8,632 | $1.05M | 0.07% | +78+0.9% | Added |
| Bamco Inc | 8,600 | $1.04M | 0.00% | −4,900−36.3% | Reduced |
| Everence Capital Management Inc | 8,160 | $1.04M | 0.08% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 8,471 | $1.03M | 0.43% | +8,471 | New |
| B. Metzler seel. Sohn & Co. AG | 8,406 | $1.02M | 0.01% | +646+8.3% | Added |
| Tokio Marine Asset Management Co Ltd | 8,389 | $1.02M | 0.07% | +623+8.0% | Added |
| Woodmont Investment Counsel LLC | 8,340 | $1.01M | 0.11% | −532−6.0% | Reduced |
| Ci Investments Inc. | 8,287 | $1.01M | 0.01% | +3,838+86.3% | Added |
| National Asset Management, Inc. | 8,255 | $1.00M | 0.02% | +676+8.9% | Added |
| Cutler Group LP | 8,224 | $999.0K | 0.24% | −3,351−29.0% | Reduced |
| Capital Counsel LLC | 8,218 | $998.5K | 0.06% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 8,209 | $997.4K | 0.59% | +6,737+457.7% | Added |
| Truist Financial Corp | 8,152 | $990.5K | 0.00% | +926+12.8% | Added |
| Scotia Capital Inc. | 8,048 | $977.8K | 0.01% | −9,569−54.3% | Reduced |
| Resources Investment Advisors, LLC. | 8,043 | $977.2K | 0.02% | −670−7.7% | Reduced |
| Stevard, LLC | 7,966 | $967.9K | 0.92% | −222−2.7% | Reduced |
| Vinva Investment Management Ltd | 7,925 | $967.7K | 0.08% | −3,040−27.7% | Reduced |