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 |
|---|---|---|---|---|---|
| Stone House Investment Management, LLC | 234 | $28.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 225 | $27.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 220 | $26.7K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 220 | $26.7K | 0.02% | −15−6.4% | Reduced |
| Duncker Streett & Co Inc | 220 | $26.7K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 260 | $26.4K | 0.00% | +75+40.5% | Added |
| Catalyst Capital Advisors LLC | 213 | $25.9K | 0.00% | −13−5.8% | Reduced |
| AllSquare Wealth Management LLC | 200 | $25.8K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 212 | $25.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 210 | $25.5K | 0.00% | −29−12.1% | Reduced |
| Riverview Trust Co | 207 | $25.2K | 0.02% | +46+28.6% | Added |
| Resurgent Financial Advisors LLC | 206 | $25.0K | 0.02% | −47−18.6% | Reduced |
| Concord Wealth Partners | 204 | $24.8K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $24.3K | 0.00% | −200−50.0% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $24.3K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 200 | $24.3K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $24.3K | 0.01% | +100+100.0% | Added |
| Old Point Trust & Financial Services N A | 200 | $24.3K | 0.01% | +200 | New |
| Headlands Technologies LLC | 193 | $23.4K | 0.01% | −10,344−98.2% | Reduced |
| Fred Alger Management, LLC | 190 | $23.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 176 | $21.4K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 175 | $21.0K | 0.00% | +175 | New |
| Disciplina Capital Management LLC | 165 | $20.0K | 0.00% | +165 | New |
| Covestor Ltd | 163 | $20.0K | 0.02% | +26+19.0% | Added |
| Gladius Capital Management LP | 162 | $19.7K | 0.01% | +162 | New |
| Earnest Partners LLC | 161 | $19.6K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 153 | $18.6K | 0.01% | +88+135.4% | Added |
| First Capital Advisors Group, LLC. | 152 | $18.5K | 0.01% | +152 | New |
| South State Corp. | 150 | $18.2K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 150 | $18.2K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 148 | $18.0K | 0.00% | −10−6.3% | Reduced |
| Farther Finance Advisors, LLC | 140 | $17.0K | 0.00% | +26+22.8% | Added |
| Core Alternative Capital | 139 | $16.9K | 0.00% | +7+5.3% | Added |
| Venturi Wealth Management, LLC | 138 | $16.8K | 0.00% | −50,478−99.7% | Reduced |
| Toth Financial Advisory Corp | 135 | $16.4K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 139 | $16.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 132 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 130 | $15.8K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 127 | $15.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 125 | $15.2K | 0.00% | +18+16.8% | Added |
| GoalVest Advisory LLC | 123 | $14.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 123 | $14.9K | 0.00% | +4+3.4% | Added |
| ICA Group Wealth Management, LLC | 122 | $14.8K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $14.6K | 0.00% | −200−62.5% | Reduced |
| Rational Advisors LLC | 118 | $14.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 112 | $14.0K | 0.00% | +110+5,500.0% | Added |
| Bogart Wealth, LLC | 115 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 114 | $13.9K | 0.00% | +17+17.5% | Added |
| Creative Financial Designs Inc | 114 | $13.9K | 0.00% | +24+26.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 113 | $13.7K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 109 | $13.2K | 0.01% | −4−3.5% | Reduced |
| IFP Advisors, Inc | 702 | $13.1K | 0.00% | −90−11.4% | Reduced |
| Hall Laurie J Trustee | 110 | $13.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 104 | $12.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 101 | $12.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $12.2K | 0.01% | +100 | New |
| Safeguard Financial, LLC | 100 | $12.0K | 0.01% | +100 | New |
| Hollencrest Capital Management | 95 | $11.5K | 0.00% | +35+58.3% | Added |
| FinTrust Capital Advisors, LLC | 63 | $11.3K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 72 | $11.0K | 0.01% | +20+38.5% | Added |
| PSI Advisors, LLC | 90 | $10.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 88 | $10.7K | 0.00% | +88 | New |
| First Horizon Advisors, Inc. | 86 | $10.4K | 0.00% | +30+53.6% | Added |
| Deseret Mutual Benefit Administrators | 86 | $10.4K | 0.00% | +48+126.3% | Added |
| Ronald Blue Trust, Inc. | 65 | $10.0K | 0.00% | −655−91.0% | Reduced |
| TSFG, LLC | 85 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 81 | $9.84K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 80 | $9.72K | 0.00% | +80 | New |
| Park Place Capital Corp | 79 | $9.60K | 0.00% | +3+3.9% | Added |
| City State Bank | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 73 | $8.87K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 70 | $8.51K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 69 | $8.38K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 68 | $8.26K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 57 | $7.34K | 0.00% | +57 | New |
| Joseph Group Capital Management | 60 | $7.29K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 58 | $7.05K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 55 | $7.00K | 0.01% | +14+34.1% | Added |
| BerganKDV Wealth Management, LLC | 56 | $6.80K | 0.00% | −444−88.8% | Reduced |
| Castleview Partners, LLC | 56 | $6.80K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 55 | $6.68K | 0.02% | −55−50.0% | Reduced |
| Northwest Investment Counselors, LLC | 53 | $6.44K | 0.00% | +8+17.8% | Added |
| Glen Eagle Advisors, LLC | 52 | $6.32K | 0.00% | −6−10.3% | Reduced |
| Pacifica Partners Inc. | 50 | $6.18K | 0.00% | −15−23.1% | Reduced |
| MRP Capital Investments, LLC | 50 | $6.08K | 0.01% | −3,610−98.6% | Reduced |
| Chesapeake Asset Management LLC | 50 | $6.08K | 0.01% | −72−59.0% | Reduced |
| Addison Advisors LLC | 50 | $6.08K | 0.00% | −69−58.0% | Reduced |
| Arrow Financial Corp | 50 | $6.08K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 50 | $6.08K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 50 | $6.08K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $6.08K | 0.00% | +50 | New |
| AlphaMark Advisors, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Gs Investments, Inc. | 48 | $5.83K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $5.71K | 0.00% | +2+4.4% | Added |
| Eagle Bay Advisors LLC | 46 | $5.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $5.22K | 0.00% | 00.0% | Unchanged |