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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 7,960 | $967.1K | 0.02% | +1,811+29.5% | Added |
| McAdam, LLC | 7,906 | $960.6K | 0.08% | +1,092+16.0% | Added |
| Estate Counselors, LLC | 7,885 | $958.0K | 0.12% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 7,845 | $953.2K | 0.13% | +3,320+73.4% | Added |
| Vestcor Inc | 7,828 | $951.0K | 0.03% | −26−0.3% | Reduced |
| E Fund Management Co., Ltd. | 7,781 | $945.0K | 0.07% | +235+3.1% | Added |
| United Capital Financial Advisers, LLC | 7,668 | $931.7K | 0.01% | −1,800−19.0% | Reduced |
| Washington Trust Co | 7,561 | $918.7K | 0.04% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 7,441 | $904.1K | 0.71% | 00.0% | Unchanged |
| CWM, LLC | 7,432 | $903.0K | 0.01% | −1,580−17.5% | Reduced |
| Harbor Investment Advisory, LLC | 7,423 | $901.9K | 0.13% | −120−1.6% | Reduced |
| La Banque Postale Asset Management SA | 7,351 | $893.1K | 0.02% | −167−2.2% | Reduced |
| Profit Investment Management, LLC | 7,308 | $887.9K | 0.58% | −100−1.3% | Reduced |
| Focus Financial Network, Inc. | 7,275 | $883.9K | 0.05% | −500−6.4% | Reduced |
| Empirical Finance, LLC | 7,229 | $878.3K | 0.07% | +1,215+20.2% | Added |
| Advisors Asset Management, Inc. | 7,168 | $870.9K | 0.02% | −2,050−22.2% | Reduced |
| Panagora Asset Management Inc | 7,124 | $865.6K | 0.01% | +1,634+29.8% | Added |
| Advisor Partners II, LLC | 7,041 | $855.5K | 0.04% | −367−5.0% | Reduced |
| Aurora Investment Counsel | 6,939 | $843.1K | 0.54% | −152−2.1% | Reduced |
| Centaurus Financial, Inc. | 6,937 | $843.0K | 0.07% | −1,555−18.3% | Reduced |
| Lazard Asset Management LLC | 6,939 | $842.0K | 0.00% | −9,654−58.2% | Reduced |
| Vident Investment Advisory, LLC | 6,844 | $831.1K | 0.03% | −7,824−53.3% | Reduced |
| Assenagon Asset Management S.A. | 6,802 | $826.4K | 0.00% | −1,318−16.2% | Reduced |
| Fairfield, Bush & Co. | 6,800 | $826.2K | 0.23% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 6,799 | $826.0K | 0.02% | +6,799 | New |
| Legacy Private Trust Co. | 6,747 | $819.8K | 0.07% | +904+15.5% | Added |
| Ieq Capital, LLC | 6,726 | $817.2K | 0.02% | −1,969−22.6% | Reduced |
| AE Wealth Management LLC | 6,721 | $816.6K | 0.00% | +922+15.9% | Added |
| Siemens Fonds Invest GmbH | 6,751 | $816.2K | 0.08% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,691 | $813.0K | 0.01% | −2,179−24.6% | Reduced |
| NVWM, LLC | 6,515 | $791.6K | 0.26% | +2,403+58.4% | Added |
| Westwood Holdings Group Inc. | 6,405 | $778.0K | 0.01% | +1,720+36.7% | Added |
| Legato Capital Management LLC | 6,385 | $775.8K | 0.10% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6,139 | $765.5K | 0.01% | +875+16.6% | Added |
| China Universal Asset Management Co., Ltd. | 6,223 | $756.1K | 0.23% | +68+1.1% | Added |
| Shorepoint Capital Partners LLC | 6,221 | $755.9K | 0.21% | −200−3.1% | Reduced |
| Quantinno Capital Management LP | 6,159 | $748.0K | 0.04% | −1,403−18.6% | Reduced |
| Wetherby Asset Management Inc | 6,149 | $747.1K | 0.04% | −1,573−20.4% | Reduced |
| Integrated Wealth Concepts LLC | 6,144 | $746.5K | 0.01% | −1,604−20.7% | Reduced |
| Coastal Capital Group, Inc. | 6,108 | $742.1K | 0.16% | 00.0% | Unchanged |
| Osher Van de Voorde Investment Management | 6,090 | $739.9K | 0.19% | −50−0.8% | Reduced |
| Moloney Securities Asset Management, LLC | 6,074 | $738.0K | 0.13% | −3,882−39.0% | Reduced |
| Harbor Capital Advisors, Inc. | 6,060 | $736.3K | 0.15% | +6,060 | New |
| Newlands Management Operations LLC | 6,053 | $735.4K | 0.01% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 6,046 | $734.6K | 0.07% | +62+1.0% | Added |
| TD Private Client Wealth LLC | 6,000 | $729.0K | 0.03% | −220−3.5% | Reduced |
| Money Concepts Capital Corp | 5,977 | $726.3K | 0.07% | +157+2.7% | Added |
| Castle Rock Wealth Management, LLC | 5,871 | $725.3K | 0.25% | +2,704+85.4% | Added |
| River & Mercantile Asset Management LLP | 5,970 | $725.0K | 0.14% | +5,970 | New |
| Parallel Advisors, LLC | 5,960 | $724.1K | 0.02% | −508−7.9% | Reduced |
| Riverview Capital Advisers, LLC | 5,907 | $717.7K | 0.32% | −4,143−41.2% | Reduced |
| DMG Group, LLC | 5,902 | $717.1K | 0.72% | +690+13.2% | Added |
| Wedbush Securities Inc | 5,903 | $717.0K | 0.03% | +110+1.9% | Added |
| Avantax Advisory Services, Inc. | 5,866 | $712.7K | 0.01% | −163−2.7% | Reduced |
| Chelsea Counsel Co | 5,852 | $711.0K | 0.35% | +70+1.2% | Added |
| Parallax Volatility Advisers, L.P. | 5,794 | $704.0K | 0.02% | +5,764+19,213.3% | Added |
| Shell Asset Management Co | 5,778 | $702.0K | 0.03% | −2,973−34.0% | Reduced |
| Ramiah Investment Group | 5,745 | $698.0K | 0.68% | +5,745 | New |
| Independent Advisor Alliance | 5,726 | $695.7K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,719 | $694.9K | 0.01% | +33+0.6% | Added |
| GAM Holding AG | 5,703 | $692.9K | 0.05% | +923+19.3% | Added |
| Dorsey & Whitney Trust CO LLC | 5,681 | $690.2K | 0.06% | +2,212+63.8% | Added |
| Commerce Bank | 5,679 | $690.0K | 0.01% | −1,174−17.1% | Reduced |
| Capstone Triton Financial Group, LLC | 5,657 | $687.3K | 0.47% | −110−1.9% | Reduced |
| Congress Wealth Management LLC | 5,544 | $674.0K | 0.02% | −11−0.2% | Reduced |
| UniSuper Management Pty Ltd | 5,545 | $673.7K | 0.01% | +5,545 | New |
| Steel Peak Wealth Management LLC | 5,506 | $669.0K | 0.04% | −41−0.7% | Reduced |
| Pictet North America Advisors SA | 5,430 | $659.7K | 0.09% | +136+2.6% | Added |
| Nemes Rush Group LLC | 5,424 | $659.0K | 0.12% | +5,424 | New |
| Capula Management Ltd | 5,347 | $649.7K | 0.08% | +5,037+1,624.8% | Added |
| Cerity Partners LLC | 5,335 | $648.4K | 0.00% | +1,192+28.8% | Added |
| Cetera Advisors LLC | 5,261 | $639.2K | 0.01% | −13−0.2% | Reduced |
| Hongkou Capital LP | 5,250 | $637.9K | 2.01% | +850+19.3% | Added |
| SeaCrest Wealth Management, LLC | 5,244 | $637.1K | 0.08% | −1,320−20.1% | Reduced |
| Prospera Financial Services Inc | 5,241 | $636.8K | 0.02% | −863−14.1% | Reduced |
| Veritable, L.P. | 5,205 | $632.4K | 0.01% | −644−11.0% | Reduced |
| Federated Hermes, Inc. | 5,110 | $620.9K | 0.00% | −54,342−91.4% | Reduced |
| Ulysses Management LLC | 5,100 | $619.6K | 0.16% | +5,100 | New |
| Symmetry Partners, LLC | 5,098 | $619.0K | 0.03% | −2,376−31.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,072 | $616.2K | 0.03% | −461−8.3% | Reduced |
| Aft, Forsyth & Sober, LLC | 5,050 | $613.6K | 0.25% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,753 | $610.1K | 0.01% | −870−15.5% | Reduced |
| Tiaa, FSB | 5,015 | $609.3K | 0.00% | +117+2.4% | Added |
| Arbor Investment Advisors, LLC | 5,000 | $607.5K | 0.11% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 4,967 | $603.5K | 0.46% | +2,141+75.8% | Added |
| One Capital Management, LLC | 4,914 | $597.1K | 0.03% | +140+2.9% | Added |
| Argus Investors' Counsel, Inc. | 4,844 | $588.5K | 0.41% | +50+1.0% | Added |
| Hodges Capital Management Inc. | 0 | $586.0K | 0.03% | −11,358−100.0% | Reduced |
| Broderick Brian C | 4,800 | $583.2K | 0.15% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,794 | $582.5K | 0.08% | −1,817−27.5% | Reduced |
| One River Asset Management, LLC | 4,765 | $581.9K | 0.46% | +3,367+240.8% | Added |
| Great Lakes Retirement, Inc. | 4,741 | $576.0K | 0.10% | +38+0.8% | Added |
| Kestra Private Wealth Services, LLC | 4,740 | $575.9K | 0.02% | +300+6.8% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 4,700 | $575.8K | 0.44% | 00.0% | Unchanged |
| Bokf, NA | 4,737 | $575.5K | 0.01% | −10,991−69.9% | Reduced |
| Redwood Investments, LLC | 4,700 | $571.0K | 0.07% | −15,927−77.2% | Reduced |
| Humankind Investments LLC | 4,699 | $570.9K | 0.22% | +2,533+116.9% | Added |
| Steward Partners Investment Advisory, LLC | 4,651 | $565.1K | 0.01% | −1,157−19.9% | Reduced |
| Heritage Investors Management Corp | 4,630 | $563.0K | 0.02% | +1,105+31.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,600 | $558.9K | 0.06% | −400−8.0% | Reduced |