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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Value Star Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −41,049−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −30,865−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −30,132−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −25,044−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −23,436−100.0% | Sold out |
| Concorde Financial Corp | 0 | $0 | 0.00% | −21,273−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,608−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −14,133−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −12,090−100.0% | Sold out |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −11,722−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −9,649−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,833−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −8,471−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −7,925−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −7,885−100.0% | Sold out |
| Hudson Canyon Capital Management | 0 | $0 | 0.00% | −7,441−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −6,844−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −6,799−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −5,977−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −5,726−100.0% | Sold out |
| Pictet North America Advisors SA | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −5,347−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Avaii Wealth Management, LLC | 0 | $0 | 0.00% | −4,967−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −4,390−100.0% | Sold out |
| Prairiewood Capital, LLC | 0 | $0 | 0.00% | −4,317−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −4,314−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −3,184−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −3,919−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −3,503−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −3,344−100.0% | Sold out |
| Dimension Capital Management LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −3,223−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −3,193−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,139−100.0% | Sold out |
| Zimmermann Investment Management & Planning LLC | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −3,045−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −2,988−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −2,809−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| Fagan Associates, Inc. | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −2,563−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,548−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,527−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −2,455−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −2,445−100.0% | Sold out |
| Summit Asset Management, LLC | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −2,046−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Cahill Wealth Management, LLC | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −1,988−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,965−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −1,945−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| Westwood Wealth Management | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −1,890−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −1,891−100.0% | Sold out |
| Blue Fin Capital, Inc. | 0 | $0 | 0.00% | −1,849−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −1,841−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| Abbot Financial Management, Inc. | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| Intrepid Financial Planning Group LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −1,755−100.0% | Sold out |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −1,731−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Must Asset Management Inc. | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Means Investment Co., Inc. | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −1,677−100.0% | Sold out |
| Key Client Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −1,671−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −1,649−100.0% | Sold out |
| Nixon Capital, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | – | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −823−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Lumina Fund Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |