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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; 784 institutions reported holding it in 13F filings for Q2 2026, worth $22.3B in total; no superinvestor holds it.

13F holders, Q3 2023

Institutional positions in Moderna, Inc. as of Sep 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
892
−63 vs. Q2 2023
Shares held
246.8M
−5.94K (0.0%) vs. Q2 2023
Total value
$25.5B
−$4.55B (−15.2%) vs. Q2 2023
New holders
82
354 more added
Sold out
145
306 more reduced

15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 892 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ3 2023: $25.5B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q2 2023.

Institutions holding MRNA in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
VitalStone Financial, LLC2$00.00%−70−97.2%Reduced
ClariVest Asset Management LLC4$00.00%+4New
Ritter Daniher Financial Advisory LLC0$20.00%0Unchanged
Investment Research & Advisory Group, Inc.1$1030.00%00.0%Unchanged
Lam Group, Inc.1$1030.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$1040.00%+1New
Delos Wealth Advisors, LLC1$1140.00%00.0%Unchanged
Thompson Investment Management, Inc.2$2070.00%00.0%Unchanged
Colonial Trust Advisors3$3100.00%−7−70.0%Reduced
Tfo-TDC, LLC4$4860.00%+3+300.0%Added
WestEnd Advisors, LLC5$5160.00%+5New
Peoples Bank5$5160.00%+5New
True Wealth Design, LLC5$5170.00%00.0%Unchanged
North Star Investment Management Corp.6$6200.00%00.0%Unchanged
Arlington Partners LLC6$6200.00%00.0%Unchanged
Arlington Trust Co LLC6$6200.00%+6New
Focused Wealth Management, Inc7$7230.00%00.0%Unchanged
TFC Financial Management7$7240.00%−2−22.2%Reduced
Jackson, Grant Investment Advisers, Inc.8$8260.00%00.0%Unchanged
Tradewinds Capital Management, LLC8$8270.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd9$9290.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.9$9300.00%00.0%Unchanged
Winch Advisory Services, LLC7$1.00K0.00%−125−94.7%Reduced
Hazlett, Burt & Watson, Inc.10$1.00K0.00%−45−81.8%Reduced
Foster Dykema Cabot & Co Inc10$1.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC15$1.00K0.00%00.0%Unchanged
Perkins Coie Trust Co10$1.03K0.00%+10New
Plante Moran Financial Advisors, LLC10$1.03K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC10$1.03K0.00%00.0%Unchanged
Atlantic Trust, LLC10$1.03K0.00%+10New
Family CFO Inc10$1.03K0.00%+10New
Carmel Capital Partners, LLC11$1.14K0.00%00.0%Unchanged
Cornerstone Planning Group LLC11$1.14K0.00%+1+10.0%Added
Iron Horse Wealth Management, LLC12$1.24K0.00%+12New
Whittier Trust Co13$1.34K0.00%+13New
Prestige Wealth Management Group LLC13$1.34K0.00%−14−51.9%Reduced
Impact Partnership Wealth, LLC15$1.55K0.00%−2,266−99.3%Reduced
Red Tortoise LLC16$1.65K0.00%+16New
Avion Wealth29$2.00K0.00%+25+625.0%Added
SkyView Investment Advisors, LLC22$2.00K0.00%+22New
Tucker Asset Management LLC20$2.07K0.00%+20New
DB Fitzpatrick & Co, Inc20$2.07K0.00%+20New
American National Bank21$2.17K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc21$2.17K0.00%+6+40.0%Added
SJS Investment Consulting Inc.23$2.38K0.00%+10+76.9%Added
Annis Gardner Whiting Capital Advisors, LLC24$2.48K0.00%+24New
Pacific Center for Financial Services24$2.49K0.00%00.0%Unchanged
WR Wealth Planners, LLC28$2.89K0.00%00.0%Unchanged
Capital Analysts, LLC26$3.00K0.00%+15+136.4%Added
Steward Financial Group LLC30$3.00K0.00%+30New
JDM Financial Group LLC30$3.10K0.00%00.0%Unchanged
Rise Advisors, LLC30$3.10K0.00%+3+11.1%Added
PFS Partners, LLC32$3.31K0.00%00.0%Unchanged
Eagle Bay Advisors LLC33$3.41K0.00%−13−28.3%Reduced
Washington Trust Advisors, Inc.35$3.62K0.00%00.0%Unchanged
Compass Wealth Management LLC35$3.62K0.00%+35New
Wolff Wiese Magana LLC37$3.82K0.00%−5−11.9%Reduced
Versant Capital Management, Inc38$3.92K0.00%+17+81.0%Added
Annapolis Financial Services, LLC39$4.03K0.00%00.0%Unchanged
City Holding Co40$4.13K0.00%00.0%Unchanged
Costello Asset Management, INC40$4.13K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC40$4.13K0.00%+40New
Raffa Wealth Management, LLC43$4.44K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC45$4.65K0.00%−8−15.1%Reduced
Davidson Capital Management Inc.46$4.75K0.00%+18+64.3%Added
Gs Investments, Inc.48$4.96K0.00%00.0%Unchanged
Chesapeake Asset Management LLC50$5.16K0.01%00.0%Unchanged
Community Bank, N.A.50$5.16K0.00%00.0%Unchanged
Proffitt & Goodson Inc50$5.17K0.00%00.0%Unchanged
Addison Advisors LLC50$5.17K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc50$5.17K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC52$5.37K0.00%00.0%Unchanged
ORG Partners LLC54$5.56K0.00%−3−5.3%Reduced
Highline Wealth Partners LLC54$5.58K0.00%+54New
Insight Financial Services55$5.68K0.01%00.0%Unchanged
Provence Wealth Management Group56$5.78K0.00%+56New
Cape Investment Advisory, Inc.57$5.89K0.00%+33+137.5%Added
RFP Financial Group LLC58$5.99K0.00%00.0%Unchanged
Joseph Group Capital Management60$6.20K0.00%00.0%Unchanged
Abound Wealth Management60$6.20K0.00%+13+27.7%Added
Gradient Investments LLC62$6.40K0.00%−205−76.8%Reduced
AlphaMark Advisors, LLC67$7.00K0.00%+17+34.0%Added
Mendota Financial Group, LLC70$7.23K0.01%−175−71.4%Reduced
Atticus Wealth Management, LLC70$7.23K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC73$7.54K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC73$7.54K0.00%+73New
Macroview Investment Management LLC75$7.75K0.01%+75New
Paloma Partners Management Co77$7.95K0.00%+77New
Park Place Capital Corp81$8.37K0.00%+2+2.5%Added
Carmichael Hill & Associates, Inc.81$8.37K0.00%00.0%Unchanged
TSFG, LLC85$9.00K0.00%00.0%Unchanged
PSI Advisors, LLC90$9.30K0.00%00.0%Unchanged
Bell Investment Advisors, Inc94$9.71K0.00%−20−17.5%Reduced
Hollencrest Capital Management95$9.81K0.00%00.0%Unchanged
Brown Shipley& Co Ltd95$9.81K0.01%+95New
Emfo, LLC100$10.3K0.01%−500−83.3%Reduced
Old Second National Bank of Aurora100$10.3K0.00%−125−55.6%Reduced
Delta Asset Management LLC100$10.3K0.00%00.0%Unchanged
Field & Main Bank100$10.3K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.100$10.3K0.00%00.0%Unchanged