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 |
|---|---|---|---|---|---|
| Northwest Capital Management Inc | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $10.3K | 0.00% | +86+614.3% | Added |
| Front Row Advisors LLC | 100 | $10.3K | 0.00% | +100 | New |
| West Branch Capital LLC | 101 | $10.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 101 | $10.4K | 0.00% | −37−26.8% | Reduced |
| Baldwin Brothers Inc | 104 | $10.7K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 61 | $11.0K | 0.00% | −27−30.7% | Reduced |
| Hall Laurie J Trustee | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $11.0K | 0.00% | +90+450.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 113 | $11.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 115 | $11.9K | 0.00% | −8−6.5% | Reduced |
| Bogart Wealth, LLC | 115 | $11.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 117 | $12.0K | 0.00% | +5+4.5% | Added |
| First Horizon Advisors, Inc. | 117 | $12.1K | 0.00% | +31+36.0% | Added |
| JJJ Advisors Inc. | 122 | $12.6K | 0.00% | +81+197.6% | Added |
| GoalVest Advisory LLC | 123 | $12.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 124 | $12.8K | 0.00% | −96−43.6% | Reduced |
| Ronald Blue Trust, Inc. | 108 | $13.0K | 0.00% | +43+66.2% | Added |
| City State Bank | 125 | $13.0K | 0.01% | +50+66.7% | Added |
| MB, Levis & Associates, LLC | 127 | $13.1K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 130 | $13.4K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 132 | $13.6K | 0.66% | +124+1,550.0% | Added |
| Toth Financial Advisory Corp | 135 | $13.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 139 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 118 | $14.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 139 | $14.4K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 148 | $15.3K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $15.5K | 0.00% | −70−31.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 150 | $15.5K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 161 | $16.6K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 165 | $17.0K | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 170 | $17.6K | 0.00% | +170 | New |
| FinTrust Capital Advisors, LLC | 174 | $18.0K | 0.00% | +111+176.2% | Added |
| PrairieView Partners, LLC | 175 | $18.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 176 | $18.2K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 181 | $18.7K | 0.01% | +101+126.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 183 | $18.9K | 0.02% | −37−16.8% | Reduced |
| Sutton Wealth Advisors Inc. | 187 | $19.3K | 0.01% | +34+22.2% | Added |
| Pacifica Partners Inc. | 200 | $20.6K | 0.01% | +150+300.0% | Added |
| AllSquare Wealth Management LLC | 200 | $20.7K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $20.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 200 | $20.7K | 0.01% | +200 | New |
| Founders Capital Management | 200 | $20.7K | 0.02% | +200 | New |
| Deseret Mutual Benefit Administrators | 203 | $21.0K | 0.01% | +117+136.0% | Added |
| Resurgent Financial Advisors LLC | 204 | $21.1K | 0.01% | −2−1.0% | Reduced |
| Concord Wealth Partners | 204 | $21.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 204 | $21.1K | 0.00% | +79+63.2% | Added |
| Zions Bancorporation, N.A. | 209 | $21.6K | 0.00% | −1−0.5% | Reduced |
| Armstrong Advisory Group, Inc | 212 | $21.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 216 | $22.3K | 0.01% | −54−20.0% | Reduced |
| Salomon & Ludwin, LLC | 218 | $22.5K | 0.00% | +218 | New |
| South State Corp. | 220 | $22.7K | 0.00% | +70+46.7% | Added |
| Manchester Capital Management LLC | 230 | $23.8K | 0.00% | +162+238.2% | Added |
| Activest Wealth Management | 231 | $23.9K | 0.01% | −319−58.0% | Reduced |
| Stonebridge Capital Advisors LLC | 245 | $25.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 246 | $25.4K | 0.00% | +106+75.7% | Added |
| GHP Investment Advisors, Inc. | 260 | $25.6K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $25.8K | 0.00% | +200+400.0% | Added |
| Tompkins Financial Corp | 260 | $26.9K | 0.00% | −218−45.6% | Reduced |
| Wellington Shields Capital Management, LLC | 262 | $27.1K | 0.00% | +260+13,000.0% | Added |
| Webster Bank, N. A. | 266 | $27.5K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 266 | $27.5K | 0.01% | +266 | New |
| Centerpoint Advisors, LLC | 274 | $28.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 272 | $28.1K | 0.02% | +65+31.4% | Added |
| Centiva Capital, LP | 275 | $28.4K | 0.00% | −18,112−98.5% | Reduced |
| Baker Avenue Asset Management, LP | 275 | $28.4K | 0.00% | −204−42.6% | Reduced |
| SOA Wealth Advisors, LLC. | 276 | $28.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 282 | $29.1K | 0.00% | +69+32.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 284 | $29.3K | 0.00% | −216−43.2% | Reduced |
| Center for Financial Planning, Inc. | 288 | $29.7K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 295 | $30.5K | 0.01% | +61+26.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 300 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 306 | $31.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 314 | $32.4K | 0.00% | +200+175.4% | Added |
| Colonial Trust Co | 335 | $34.6K | 0.01% | +35+11.7% | Added |
| Clearstead Advisors, LLC | 336 | $34.7K | 0.00% | −12−3.4% | Reduced |
| Close Asset Management Ltd | 350 | $36.0K | 0.00% | +80+29.6% | Added |
| EverSource Wealth Advisors, LLC | 359 | $37.1K | 0.00% | −39−9.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 374 | $38.6K | 0.01% | +374 | New |
| Bartlett & Co. LLC | 380 | $39.0K | 0.00% | −50−11.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 380 | $39.3K | 0.00% | −50−11.6% | Reduced |
| Glassman Wealth Services | 383 | $39.6K | 0.01% | +46+13.6% | Added |
| HM Payson & Co | 385 | $39.8K | 0.00% | +2+0.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $39.8K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 409 | $42.2K | 0.01% | +65+18.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 610 | $43.5K | 0.00% | +490+408.3% | Added |
| Kelly Financial Services LLC | 431 | $44.5K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 436 | $45.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 439 | $45.0K | 0.00% | +19+4.5% | Added |
| Rosenberg Matthew Hamilton | 472 | $48.8K | 0.02% | −92−16.3% | Reduced |
| Tyler-Stone Wealth Management | 475 | $49.0K | 0.03% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 475 | $49.1K | 1.26% | 00.0% | Unchanged |
| Quent Capital, LLC | 488 | $50.4K | 0.01% | +23+4.9% | Added |
| Trust Co of Vermont | 500 | $51.6K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $51.6K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 501 | $51.7K | 0.00% | +1+0.2% | Added |
| Massmutual Trust Co FSB | 503 | $52.0K | 0.00% | +82+19.5% | Added |
| GPS Wealth Strategies Group, LLC | 513 | $53.0K | 0.01% | +180+54.1% | Added |