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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 2,428 | $295.0K | 0.05% | +300+14.1% | Added |
| Continuum Advisory, LLC | 2,421 | $294.2K | 0.05% | −616−20.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,420 | $294.0K | 0.00% | −49−2.0% | Reduced |
| Winton Group Ltd | 2,419 | $293.9K | 0.02% | −5,099−67.8% | Reduced |
| Perigon Wealth Management, LLC | 2,410 | $292.8K | 0.01% | −25−1.0% | Reduced |
| STF Management LP | 2,393 | $290.8K | 0.31% | −1,969−45.1% | Reduced |
| Wealth Effects LLC | 2,391 | $290.5K | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,369 | $287.8K | 0.01% | +413+21.1% | Added |
| Horizon Investments, LLC | 2,365 | $287.3K | 0.01% | −330−12.2% | Reduced |
| Redwood Wealth Management Group, LLC | 2,336 | $283.8K | 0.31% | +160+7.4% | Added |
| Avalon Trust Co | 2,326 | $282.6K | 0.03% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,315 | $281.3K | 0.20% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,304 | $280.0K | 0.04% | −23−1.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,294 | $278.7K | 0.09% | +2,294 | New |
| Impact Partnership Wealth, LLC | 2,281 | $277.1K | 0.10% | +2,281 | New |
| Connectus Wealth, LLC | 2,268 | $275.7K | 0.01% | −167−6.9% | Reduced |
| Empowered Funds, LLC | 2,257 | $274.2K | 0.01% | +822+57.3% | Added |
| EA Series Trust | 2,257 | $274.2K | 0.01% | +2,257 | New |
| Belpointe Asset Management LLC | 2,234 | $271.4K | 0.03% | −24,693−91.7% | Reduced |
| Fox Run Management, L.L.C. | 2,227 | $270.6K | 0.08% | +2,227 | New |
| Murphy Pohlad Asset Management LLC | 2,215 | $269.1K | 0.12% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,210 | $268.5K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,198 | $267.1K | 0.02% | +9+0.4% | Added |
| Sentry Investment Management LLC | 2,180 | $265.0K | 0.10% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,152 | $261.5K | 0.01% | +197+10.1% | Added |
| Nadler Financial Group, Inc. | 2,147 | $260.9K | 0.04% | +836+63.8% | Added |
| Cim Investment Mangement Inc | 2,144 | $260.5K | 0.09% | +5+0.2% | Added |
| Summit Trail Advisors, LLC | 2,142 | $260.3K | 0.01% | +649+43.5% | Added |
| HB Wealth Management, LLC | 2,140 | $260.0K | 0.00% | −30−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 2,125 | $258.2K | 0.02% | −346−14.0% | Reduced |
| Penserra Capital Management LLC | 2,130 | $258.0K | 0.01% | −15,679−88.0% | Reduced |
| Ballentine Partners, LLC | 2,114 | $256.9K | 0.01% | −646−23.4% | Reduced |
| Private Capital Management LLC | 2,108 | $256.1K | 0.07% | +17+0.8% | Added |
| Cohen Klingenstein LLC | 2,100 | $255.2K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,010 | $254.1K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 2,070 | $251.5K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 2,066 | $251.0K | 0.01% | −225−9.8% | Reduced |
| Mirova | 2,059 | $250.2K | 0.04% | −2,212−51.8% | Reduced |
| XTX Topco Ltd | 2,050 | $249.1K | 0.04% | +2,050 | New |
| Integrated Advisors Network LLC | 2,046 | $248.6K | 0.01% | +46+2.3% | Added |
| MinichMacGregor Wealth Management, LLC | 2,035 | $247.3K | 0.08% | 00.0% | Unchanged |
| NinePointTwo Capital | 2,035 | $247.0K | 0.10% | +2,035 | New |
| Cahill Wealth Management, LLC | 2,032 | $246.9K | 0.17% | −1,063−34.3% | Reduced |
| Axxcess Wealth Management, LLC | 2,032 | $246.9K | 0.02% | +510+33.5% | Added |
| TownSquare Capital, LLC | 2,026 | $246.2K | 0.00% | +501+32.9% | Added |
| Paragon Wealth Strategies, LLC | 2,000 | $243.0K | 0.08% | −77−3.7% | Reduced |
| Jupiter Wealth Management LLC | 2,000 | $243.0K | 0.21% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,042 | $242.7K | 0.24% | 00.0% | Unchanged |
| Accuvest Global Advisors | 1,988 | $242.0K | 0.12% | +287+16.9% | Added |
| AdvisorNet Financial, Inc | 1,989 | $241.7K | 0.02% | −280−12.3% | Reduced |
| CIBC Private Wealth Group, LLC | 1,984 | $241.1K | 0.00% | −345−14.8% | Reduced |
| Nebula Research & Development LLC | 1,965 | $238.7K | 0.18% | +116+6.3% | Added |
| Claro Advisors LLC | 1,964 | $238.6K | 0.06% | −36−1.8% | Reduced |
| Sandy Spring Bank | 1,956 | $237.7K | 0.01% | −4−0.2% | Reduced |
| Ausdal Financial Partners, Inc. | 1,945 | $236.3K | 0.03% | −330−14.5% | Reduced |
| Meritage Portfolio Management | 1,942 | $236.0K | 0.02% | +630+48.0% | Added |
| Fairfield Financial Advisors, LTD | 1,933 | $234.9K | 0.09% | −498−20.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,933 | $234.9K | 0.02% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,925 | $233.9K | 0.07% | +100+5.5% | Added |
| Harvest Fund Management Co., Ltd | 1,908 | $232.0K | 0.05% | +861+82.2% | Added |
| Westwood Wealth Management | 1,900 | $230.8K | 0.17% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,890 | $230.0K | 0.00% | −210−10.0% | Reduced |
| Modus Advisors, LLC | 1,891 | $229.8K | 0.10% | −361−16.0% | Reduced |
| Vantage Consulting Group Inc | 1,868 | $227.0K | 0.13% | +135+7.8% | Added |
| Syntax Advisors, LLC | 1,868 | $227.0K | 0.18% | +135+7.8% | Added |
| Blue Fin Capital, Inc. | 1,849 | $224.7K | 0.06% | +40+2.2% | Added |
| First Citizens Bank & Trust Co | 1,841 | $223.7K | 0.00% | −13,979−88.4% | Reduced |
| Alpha Family Trust | 1,825 | $221.7K | 0.15% | −365−16.7% | Reduced |
| Strategic Blueprint, LLC | 1,824 | $221.6K | 0.02% | +1,824 | New |
| Harbour Investments, Inc. | 1,812 | $220.2K | 0.01% | +82+4.7% | Added |
| Gladstone Institutional Advisory LLC | 1,808 | $219.7K | 0.01% | −150−7.7% | Reduced |
| GSB Wealth Management, LLC | 1,792 | $217.7K | 0.07% | +1,792 | New |
| Quadrant Capital Group LLC | 1,788 | $217.2K | 0.02% | −438−19.7% | Reduced |
| Abbot Financial Management, Inc. | 1,783 | $216.6K | 0.14% | −161−8.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,779 | $216.2K | 0.01% | −3,892−68.6% | Reduced |
| Intrepid Financial Planning Group LLC | 1,775 | $215.7K | 0.10% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,772 | $215.3K | 0.15% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,762 | $214.1K | 0.02% | +260+17.3% | Added |
| Argent Trust Co | 1,760 | $213.8K | 0.01% | +1,760 | New |
| Parsons Capital Management Inc | 1,760 | $213.8K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 1,755 | $213.2K | 0.02% | −4−0.2% | Reduced |
| Private Trust Co NA | 1,754 | $213.1K | 0.03% | +1,236+238.6% | Added |
| united american securities inc. (d/b/a uas asset management) | 1,750 | $212.6K | 0.06% | +1,750 | New |
| Wealthspire Advisors, LLC | 1,743 | $211.8K | 0.00% | +429+32.6% | Added |
| Legacy Capital Group California, Inc. | 1,731 | $210.3K | 0.09% | +67+4.0% | Added |
| First Dallas Securities Inc. | 1,725 | $210.0K | 0.12% | −1,300−43.0% | Reduced |
| Must Asset Management Inc. | 1,715 | $209.4K | 0.58% | +1,715 | New |
| Apollon Wealth Management, LLC | 1,721 | $209.1K | 0.01% | −578−25.1% | Reduced |
| Avitas Wealth Management LLC | 1,716 | $208.5K | 0.04% | −32−1.8% | Reduced |
| Los Angeles Capital Management LLC | 1,708 | $207.5K | 0.00% | −25−1.4% | Reduced |
| Azimuth Capital Investment Management LLC | 1,708 | $207.5K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 1,708 | $207.5K | 0.02% | +304+21.7% | Added |
| Private Capital Advisors, Inc. | 1,700 | $207.0K | 0.03% | +1,700 | New |
| Means Investment Co., Inc. | 1,702 | $206.8K | 0.03% | −530−23.7% | Reduced |
| Gries Financial LLC | 1,700 | $206.6K | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,686 | $204.9K | 0.02% | −10−0.6% | Reduced |
| BSW Wealth Partners | 1,677 | $203.8K | 0.04% | −3−0.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,675 | $203.5K | 0.12% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 1,671 | $203.0K | 0.22% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,670 | $202.9K | 0.01% | +145+9.5% | Added |