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 |
|---|---|---|---|---|---|
| Congress Park Capital LLC | 4,600 | $558.9K | 0.31% | +1,250+37.3% | Added |
| Lido Advisors, LLC | 4,582 | $556.8K | 0.01% | −11,499−71.5% | Reduced |
| MAI Capital Management | 4,545 | $552.2K | 0.01% | −453−9.1% | Reduced |
| Wade G W & Inc | 4,544 | $552.0K | 0.02% | −273−5.7% | Reduced |
| Sequoia Financial Advisors, LLC | 4,532 | $550.6K | 0.01% | +65+1.5% | Added |
| Abundance Wealth Counselors | 4,484 | $545.0K | 0.28% | −74−1.6% | Reduced |
| Advisory Services Network, LLC | 4,448 | $540.4K | 0.01% | +73+1.7% | Added |
| Rathbone Brothers plc | 4,391 | $533.5K | 0.00% | +130+3.1% | Added |
| EPG Wealth Management LLC | 4,390 | $533.4K | 0.16% | +232+5.6% | Added |
| PFG Investments, LLC | 4,383 | $532.5K | 0.10% | +91+2.1% | Added |
| Prairiewood Capital, LLC | 4,317 | $524.5K | 0.35% | −58−1.3% | Reduced |
| Shaker Investments LLC | 4,314 | $524.2K | 0.27% | −4,710−52.2% | Reduced |
| Reik & Co., LLC | 4,280 | $520.0K | 0.14% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,266 | $518.3K | 0.10% | +258+6.4% | Added |
| Strategic Investment Advisors | 4,253 | $516.7K | 0.07% | −6,419−60.1% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 4,200 | $510.3K | 0.10% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 4,110 | $499.4K | 0.05% | +2,341+132.3% | Added |
| Savant Capital, LLC | 4,074 | $495.0K | 0.01% | +1,703+71.8% | Added |
| Cigna Investments Inc | 4,036 | $491.0K | 0.09% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,037 | $490.4K | 0.02% | +1,282+46.5% | Added |
| Glenmede Trust Co NA | 3,184 | $489.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,011 | $487.3K | 0.04% | −4,336−51.9% | Reduced |
| Wellington Shields & Co., LLC | 3,971 | $482.5K | 0.11% | −429−9.8% | Reduced |
| Ontario Teachers Pension Plan Board | 3,919 | $476.2K | 0.00% | −2,125−35.2% | Reduced |
| 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 |
| Trust Asset Management LLC | 3,828 | $465.1K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,819 | $464.0K | 0.02% | +324+9.3% | Added |
| Left Brain Wealth Management, LLC | 3,719 | $451.9K | 0.28% | −542−12.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,650 | $443.5K | 0.01% | +500+15.9% | Added |
| Stephens Inc | 3,556 | $432.1K | 0.01% | −100−2.7% | Reduced |
| Sender Co & Partners, Inc. | 3,503 | $425.6K | 6.76% | −989−22.0% | Reduced |
| Moody National Bank Trust Division | 3,475 | $422.2K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,458 | $420.1K | 0.01% | −251−6.8% | Reduced |
| Carr Financial Group Corp | 3,429 | $416.6K | 0.17% | +2,000+140.0% | Added |
| Bridgefront Capital, LLC | 3,418 | $415.3K | 0.22% | +3,418 | New |
| Kovack Advisors, Inc. | 3,397 | $412.7K | 0.05% | −1,522−30.9% | Reduced |
| Meeder Advisory Services, Inc. | 3,369 | $409.3K | 0.04% | −825−19.7% | Reduced |
| Change Path, LLC | 3,344 | $406.0K | 0.02% | +23+0.7% | Added |
| Dimension Capital Management LLC | 3,300 | $401.0K | 0.09% | +1,649+99.9% | Added |
| AtonRa Partners | 3,287 | $399.4K | 0.62% | −118−3.5% | Reduced |
| Brown Advisory Inc | 3,262 | $396.3K | 0.00% | +58+1.8% | Added |
| Signaturefd, LLC | 3,259 | $396.0K | 0.01% | −253−7.2% | Reduced |
| Baader Bank INC | 3,250 | $394.9K | 0.03% | −1,355−29.4% | Reduced |
| Lebenthal Global Advisors, LLC | 3,223 | $391.6K | 0.11% | +3,223 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,217 | $391.0K | 0.02% | −138−4.1% | Reduced |
| Keybank National Association | 3,215 | $390.6K | 0.00% | +266+9.0% | Added |
| 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 |
| Xcel Wealth Management, LLC | 3,193 | $387.9K | 0.12% | −20−0.6% | Reduced |
| Paradigm Financial Partners, LLC | 3,188 | $387.3K | 0.10% | +179+5.9% | Added |
| EP Wealth Advisors, LLC | 1,234 | $386.6K | 0.01% | −130,446−99.1% | Reduced |
| Arete Wealth Advisors, LLC | 3,139 | $381.0K | 0.03% | +451+16.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,125 | $380.0K | 0.02% | +574+22.5% | Added |
| Dana Investment Advisors, Inc. | 3,097 | $376.3K | 0.02% | +3,097 | New |
| Greenleaf Trust | 3,092 | $375.7K | 0.00% | −425−12.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,065 | $372.4K | 0.26% | −125−3.9% | Reduced |
| Carl P. Sherr & Co., LLC | 3,057 | $371.4K | 0.24% | +271+9.7% | Added |
| Zimmermann Investment Management & Planning LLC | 3,049 | $370.5K | 0.17% | +603+24.7% | Added |
| Williams Jones Wealth Management, LLC. | 3,045 | $370.0K | 0.01% | −1,150−27.4% | Reduced |
| Ropes Wealth Advisors LLC | 3,034 | $368.6K | 0.06% | −47−1.5% | Reduced |
| Founders Capital Management, LLC | 3,020 | $366.9K | 0.08% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,000 | $364.5K | 0.03% | −27,123−90.0% | Reduced |
| CV Advisors LLC | 2,991 | $363.4K | 0.29% | 00.0% | Unchanged |
| Cypress Capital Group | 2,988 | $363.0K | 0.05% | +23+0.8% | Added |
| Pinnacle Associates Ltd | 2,985 | $362.7K | 0.01% | +346+13.1% | Added |
| Cornerstone Wealth Management, LLC | 2,962 | $359.9K | 0.03% | −599−16.8% | Reduced |
| Lincoln National Corp | 2,953 | $358.8K | 0.01% | +1,432+94.1% | Added |
| Level Four Advisory Services, LLC | 2,952 | $358.7K | 0.02% | −127−4.1% | Reduced |
| MMBG Investment Advisors Co. | 2,860 | $351.8K | 0.04% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 2,809 | $341.3K | 0.01% | +460+19.6% | Added |
| Precision Wealth Strategies, LLC | 2,796 | $339.7K | 0.56% | −243−8.0% | Reduced |
| Global Retirement Partners, LLC | 2,767 | $336.2K | 0.02% | −2−0.1% | Reduced |
| GFG Capital, LLC | 2,740 | $332.9K | 0.06% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,720 | $330.5K | 0.04% | −149−5.2% | Reduced |
| BTC Capital Management, Inc. | 2,718 | $330.2K | 0.04% | +2,718 | New |
| Montag A & Associates Inc | 2,692 | $327.1K | 0.02% | −2,747−50.5% | Reduced |
| Acadian Asset Management LLC | 2,674 | $324.0K | 0.00% | −1,706−38.9% | Reduced |
| Miracle Mile Advisors, LLC | 2,640 | $320.8K | 0.01% | +150+6.0% | Added |
| Moneta Group Investment Advisors LLC | 2,626 | $319.1K | 0.01% | −266−9.2% | Reduced |
| Lee Financial Co | 2,612 | $317.4K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,601 | $316.1K | 0.08% | −352−11.9% | Reduced |
| Fagan Associates, Inc. | 2,595 | $315.3K | 0.08% | +170+7.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,591 | $314.8K | 0.04% | +118+4.8% | Added |
| Regal Investment Advisors LLC | 2,587 | $314.3K | 0.03% | −117−4.3% | Reduced |
| Norris Financial Group, LLC | 2,577 | $313.1K | 0.22% | −1,107−30.0% | Reduced |
| EMC Capital Management | 19,814 | $313.0K | 0.64% | +17,814+890.7% | Added |
| Millennium Capital Advisors, LLC | 2,565 | $311.6K | 0.26% | +210+8.9% | Added |
| Heritage Trust Co | 2,563 | $311.4K | 0.05% | −1,825−41.6% | Reduced |
| Bayesian Capital Management, LP | 2,548 | $309.6K | 0.03% | −43,400−94.5% | Reduced |
| Huntington National Bank | 2,546 | $309.3K | 0.00% | +335+15.2% | Added |
| Veriti Management LLC | 2,527 | $307.0K | 0.03% | +153+6.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 2,520 | $306.2K | 0.02% | −899−26.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,517 | $305.8K | 0.03% | −10−0.4% | Reduced |
| Philadelphia Trust Co | 2,505 | $304.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 2,500 | $303.8K | 0.04% | −31−1.2% | Reduced |
| Principle Wealth Partners LLC | 2,495 | $303.1K | 0.03% | −250−9.1% | Reduced |
| Balentine LLC | 2,455 | $298.3K | 0.01% | +1,112+82.8% | Added |
| Clarius Group, LLC | 2,445 | $297.1K | 0.02% | −366−13.0% | Reduced |
| New Vernon Capital Holdings II LLC | 2,437 | $296.1K | 0.20% | +820+50.7% | Added |