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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 1,656 | $201.2K | 0.10% | −58−3.4% | Reduced |
| IHT Wealth Management, LLC | 1,649 | $200.4K | 0.01% | +37+2.3% | Added |
| Resources Management Corp | 1,631 | $198.0K | 0.03% | −9,069−84.8% | Reduced |
| First Command Bank | 1,602 | $194.6K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,602 | $194.6K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,571 | $190.9K | 0.01% | +50+3.3% | Added |
| Brown, Lisle/Cummings, Inc. | 1,535 | $186.5K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 1,510 | $183.5K | 0.00% | −322−17.6% | Reduced |
| Nixon Capital, LLC | 1,500 | $182.3K | 0.09% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,489 | $180.9K | 0.09% | −210−12.4% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $172.4K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,414 | $172.0K | 0.01% | +87+6.6% | Added |
| Sunbelt Securities, Inc. | 1,409 | $171.2K | 0.02% | −19−1.3% | Reduced |
| Itau Unibanco Holding S.A. | 1,385 | $168.3K | 0.01% | +677+95.6% | Added |
| Denali Advisors LLC | 1,200 | $145.8K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,173 | $142.5K | 0.01% | −380−24.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,154 | $140.2K | 0.01% | +83+7.7% | Added |
| Brown Brothers Harriman & Co | 1,119 | $136.0K | 0.00% | −506−31.1% | Reduced |
| Hoey Investments, Inc | 1,086 | $131.9K | 0.04% | −450−29.3% | Reduced |
| Byrne Asset Management LLC | – | $126.0K | 0.08% | – | – |
| Lindbrook Capital, LLC | 1,024 | $124.4K | 0.01% | +130+14.5% | Added |
| Estabrook Capital Management | 1,000 | $121.5K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $121.5K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $121.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 992 | $120.5K | 0.00% | −16−1.6% | Reduced |
| Maj Invest Holding A/S | 990 | $120.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 972 | $118.3K | 0.06% | +263+37.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 968 | $117.6K | 0.01% | +783+423.2% | Added |
| Column Capital Advisors, LLC | 117,112 | $117.1K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 930 | $113.0K | 0.01% | +176+23.3% | Added |
| Quintet Private Bank (Europe) S.A. | 831 | $101.2K | 0.00% | +24+3.0% | Added |
| State of Wyoming | 823 | $100.0K | 0.03% | +823 | New |
| Marathon Trading Investment Management LLC | 777 | $94.4K | 0.06% | +777 | New |
| Vigilant Capital Management, LLC | 750 | $91.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 745 | $90.5K | 0.01% | −25−3.2% | Reduced |
| AXS Investments LLC | 740 | $89.9K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 725 | $88.1K | 0.00% | −10−1.4% | Reduced |
| Asset Dedication, LLC | 718 | $87.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 700 | $85.0K | 0.03% | −1−0.1% | Reduced |
| Lumina Fund Management LLC | 700 | $85.0K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 677 | $82.3K | 0.01% | −15−2.2% | Reduced |
| Tortoise Investment Management, LLC | 672 | $81.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 660 | $80.2K | 0.01% | +60+10.0% | Added |
| JFS Wealth Advisors, LLC | 636 | $77.3K | 0.01% | −11−1.7% | Reduced |
| Canton Hathaway, LLC | 601 | $73.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 600 | $72.9K | 0.07% | +500+500.0% | Added |
| Beaumont Financial Advisors, LLC | 10,439 | $72.8K | 0.01% | +8,921+587.7% | Added |
| Sittner & Nelson, LLC | 580 | $70.5K | 0.04% | 00.0% | Unchanged |
| Country Trust Bank | 568 | $69.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 564 | $68.5K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 561 | $68.0K | 0.03% | +561 | New |
| Activest Wealth Management | 550 | $67.0K | 0.05% | +312+131.1% | Added |
| Valley National Advisers Inc | 536 | $66.0K | 0.01% | +9+1.7% | Added |
| Cambridge Trust Co | 534 | $64.9K | 0.00% | −12−2.2% | Reduced |
| Capital Advisors, Ltd. LLC | 507 | $62.0K | 0.01% | −39−7.1% | Reduced |
| Stephens Consulting, LLC | 500 | $60.8K | 0.02% | −500−50.0% | Reduced |
| Atwood & Palmer Inc | 500 | $60.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $60.8K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 500 | $60.8K | 0.01% | 00.0% | Unchanged |
| Options Solutions, LLC | 500 | $60.8K | 0.06% | +500 | New |
| FNY Investment Advisers, LLC | 497 | $60.0K | 0.08% | −11−2.2% | Reduced |
| Baker Avenue Asset Management, LP | 479 | $58.2K | 0.00% | +197+69.9% | Added |
| Tompkins Financial Corp | 478 | $58.1K | 0.01% | +350+273.4% | Added |
| Tyler-Stone Wealth Management | 475 | $58.0K | 0.03% | +475 | New |
| Consultiva Wealth Management, Corp. | 475 | $57.7K | 1.46% | 00.0% | Unchanged |
| Quent Capital, LLC | 465 | $56.5K | 0.01% | −66−12.4% | Reduced |
| Piscataqua Savings Bank | 450 | $54.7K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 436 | $52.9K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 431 | $52.4K | 0.02% | −13−2.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 430 | $52.2K | 0.00% | +50+13.2% | Added |
| Bartlett & Co. LLC | 430 | $52.0K | 0.00% | +50+13.2% | Added |
| Massmutual Trust Co FSB | 421 | $51.2K | 0.00% | −89−17.5% | Reduced |
| Hantz Financial Services, Inc. | 420 | $51.0K | 0.00% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $48.6K | 0.04% | −100−20.0% | Reduced |
| EverSource Wealth Advisors, LLC | 398 | $48.4K | 0.01% | +35+9.6% | Added |
| Parkside Financial Bank & Trust | 390 | $47.4K | 0.01% | −59−13.1% | Reduced |
| HM Payson & Co | 383 | $46.5K | 0.00% | +1+0.3% | Added |
| Bangor Savings Bank | 360 | $43.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 348 | $42.3K | 0.00% | −1,307−79.0% | Reduced |
| Caldwell Trust Co | 344 | $41.8K | 0.01% | +62+22.0% | Added |
| Cullen/Frost Bankers, Inc. | 337 | $40.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 337 | $40.9K | 0.01% | +95+39.3% | Added |
| GPS Wealth Strategies Group, LLC | 333 | $40.5K | 0.01% | −123−27.0% | Reduced |
| Archer Investment Corp | 312 | $37.9K | 0.01% | −188−37.6% | Reduced |
| Ancora Advisors, LLC | 306 | $37.2K | 0.00% | −23−7.0% | Reduced |
| Colonial Trust Co | 300 | $36.5K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 300 | $36.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $36.0K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 300 | $36.0K | 0.02% | +300 | New |
| Center for Financial Planning, Inc. | 288 | $35.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 280 | $34.0K | 0.01% | −10−3.4% | Reduced |
| SOA Wealth Advisors, LLC. | 276 | $33.5K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 272 | $33.0K | 0.01% | +50+22.5% | Added |
| Centerpoint Advisors, LLC | 274 | $33.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 270 | $33.0K | 0.00% | +250+1,250.0% | Added |
| Hexagon Capital Partners LLC | 270 | $32.8K | 0.01% | −16−5.6% | Reduced |
| Gradient Investments LLC | 267 | $32.4K | 0.00% | −13−4.6% | Reduced |
| Webster Bank, N. A. | 266 | $32.3K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 245 | $29.8K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 245 | $29.8K | 0.00% | 00.0% | Unchanged |