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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 2,356 | $243.4K | 0.01% | +400+20.4% | Added |
| Level Four Advisory Services, LLC | 2,358 | $243.6K | 0.02% | −594−20.1% | Reduced |
| Forum Financial Management, LP | 2,359 | $243.7K | 0.01% | −10−0.4% | Reduced |
| Spire Wealth Management | 2,380 | $245.8K | 0.01% | +314+15.2% | Added |
| Huntington National Bank | 2,385 | $246.3K | 0.00% | −161−6.3% | Reduced |
| Strategic Blueprint, LLC | 2,386 | $246.4K | 0.02% | +562+30.8% | Added |
| SFMG, LLC | 2,408 | $248.7K | 0.03% | +700+41.0% | Added |
| Private Capital Management LLC | 2,411 | $249.0K | 0.07% | +303+14.4% | Added |
| Virtus ETF Advisers LLC | 2,414 | $249.3K | 0.15% | −5,795−70.6% | Reduced |
| Horizon Investments, LLC | 2,432 | $251.2K | 0.01% | +67+2.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,438 | $251.8K | 0.01% | −1,212−33.2% | Reduced |
| Quadrant Capital Group LLC | 2,485 | $256.7K | 0.03% | +697+39.0% | Added |
| Cable Hill Partners, LLC | 2,490 | $257.2K | 0.03% | −230−8.5% | Reduced |
| Principle Wealth Partners LLC | 2,495 | $257.7K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 2,500 | $258.2K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,503 | $258.5K | 0.02% | +2,503 | New |
| Philadelphia Trust Co | 2,505 | $259.0K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,517 | $260.0K | 0.03% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 2,521 | $260.4K | 0.01% | +2,521 | New |
| Commerzbank Aktiengesellschaft | 2,529 | $262.0K | 0.01% | +2,529 | New |
| Millennium Capital Advisors, LLC | 2,550 | $263.4K | 0.22% | −15−0.6% | Reduced |
| Himension Fund | 2,553 | $263.7K | 0.03% | +2,553 | New |
| BTC Capital Management, Inc. | 2,589 | $267.4K | 0.03% | −129−4.7% | Reduced |
| Miracle Mile Advisors, LLC | 2,589 | $267.4K | 0.01% | −51−1.9% | Reduced |
| Norris Financial Group, LLC | 2,589 | $267.4K | 0.19% | +12+0.5% | Added |
| Lee Financial Co | 2,612 | $269.8K | 0.05% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,615 | $270.0K | 0.03% | +2,615 | New |
| Oversea-Chinese Banking CORP Ltd | 2,625 | $271.1K | 0.01% | −12,488−82.6% | Reduced |
| TownSquare Capital, LLC | 2,635 | $272.2K | 0.00% | +609+30.1% | Added |
| Wealthcare Advisory Partners LLC | 2,642 | $272.9K | 0.01% | −568−17.7% | Reduced |
| Summit Trail Advisors, LLC | 2,643 | $273.0K | 0.01% | +501+23.4% | Added |
| Investors Research Corp | 2,652 | $273.9K | 0.07% | +2,650+132,500.0% | Added |
| Redwood Wealth Management Group, LLC | 2,707 | $279.6K | 0.33% | +371+15.9% | Added |
| Moneta Group Investment Advisors LLC | 2,710 | $279.9K | 0.01% | +84+3.2% | Added |
| AtonRa Partners | 2,717 | $280.6K | 0.59% | −570−17.3% | Reduced |
| Cerity Partners LLC | 2,723 | $281.3K | 0.00% | −2,612−49.0% | Reduced |
| Clear Harbor Asset Management, LLC | 2,725 | $281.5K | 0.03% | +2,725 | New |
| GFG Capital, LLC | 2,740 | $283.0K | 0.09% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,755 | $284.6K | 0.01% | +2,755 | New |
| Empowered Funds, LLC | 2,761 | $285.2K | 0.01% | +504+22.3% | Added |
| PFG Investments, LLC | 2,764 | $285.5K | 0.05% | −1,619−36.9% | Reduced |
| Greenleaf Trust | 2,785 | $287.7K | 0.00% | −307−9.9% | Reduced |
| Lincoln National Corp | 2,792 | $288.4K | 0.01% | −161−5.5% | Reduced |
| Cornerstone Wealth Management, LLC | 2,813 | $290.6K | 0.03% | −149−5.0% | Reduced |
| MMBG Investment Advisors Co. | 2,860 | $295.4K | 0.04% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 2,860 | $295.4K | 0.26% | +423+17.4% | Added |
| Pinnacle Associates Ltd | 2,880 | $297.5K | 0.01% | −105−3.5% | Reduced |
| Global Retirement Partners, LLC | 2,857 | $297.9K | 0.02% | +90+3.3% | Added |
| Compass Ion Advisors, LLC | 2,909 | $300.5K | 0.05% | +2,909 | New |
| ING Groep NV | 2,936 | $303.3K | 0.00% | −71,258−96.0% | Reduced |
| Regal Investment Advisors LLC | 2,969 | $306.7K | 0.03% | +382+14.8% | Added |
| Ballentine Partners, LLC | 2,982 | $308.0K | 0.01% | +868+41.1% | Added |
| CV Advisors LLC | 2,991 | $308.9K | 0.25% | 00.0% | Unchanged |
| Warberg Asset Management LLC | 3,000 | $309.9K | 0.10% | +3,000 | New |
| Founders Capital Management, LLC | 3,020 | $311.9K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3,025 | $312.5K | 0.02% | +3,025 | New |
| Harvest Fund Management Co., Ltd | 3,031 | $313.0K | 0.05% | +1,123+58.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,097 | $319.9K | 0.02% | +2,129+219.9% | Added |
| Natixis | 3,120 | $322.3K | 0.00% | −7,444−70.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,125 | $322.8K | 0.02% | +1,346+75.7% | Added |
| Moody National Bank Trust Division | 3,145 | $324.8K | 0.02% | −330−9.5% | Reduced |
| Paradigm Financial Partners, LLC | 3,171 | $326.9K | 0.09% | −17−0.5% | Reduced |
| Keybank National Association | 3,176 | $328.1K | 0.00% | −39−1.2% | Reduced |
| HB Wealth Management, LLC | 3,192 | $329.7K | 0.01% | +1,052+49.2% | Added |
| XR Securities LLC | 3,195 | $330.0K | 0.45% | +3,195 | New |
| Steel Peak Wealth Management LLC | 3,211 | $331.7K | 0.02% | −2,295−41.7% | Reduced |
| Cubic Asset Management, LLC | 3,225 | $333.1K | 0.09% | +3,225 | New |
| Carr Financial Group Corp | 4,309 | $334.1K | 0.13% | +880+25.7% | Added |
| EP Wealth Advisors, LLC | 3,241 | $334.7K | 0.01% | +2,007+162.6% | Added |
| Winton Group Ltd | 3,270 | $337.8K | 0.03% | +851+35.2% | Added |
| Carl P. Sherr & Co., LLC | 3,278 | $338.6K | 0.23% | +221+7.2% | Added |
| Wealthspire Advisors, LLC | 3,289 | $339.7K | 0.01% | +1,546+88.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,322 | $343.1K | 0.02% | +197+6.3% | Added |
| Westpac Banking Corp | 3,329 | $343.9K | 0.03% | +329+11.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,330 | $344.0K | 0.12% | +3,330 | New |
| Savant Capital, LLC | 3,334 | $344.4K | 0.01% | −740−18.2% | Reduced |
| CIBC Private Wealth Group, LLC | 3,347 | $345.7K | 0.00% | +1,363+68.7% | Added |
| Kovack Advisors, Inc. | 3,370 | $348.1K | 0.05% | −27−0.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,386 | $349.7K | 0.05% | +795+30.7% | Added |
| Proficio Capital Partners LLC | 3,397 | $350.9K | 0.05% | +3,397 | New |
| MAI Capital Management | 3,511 | $362.7K | 0.01% | −1,034−22.8% | Reduced |
| Coldstream Capital Management Inc | 3,535 | $365.1K | 0.01% | +77+2.2% | Added |
| Stephens Inc | 3,536 | $365.2K | 0.01% | −20−0.6% | Reduced |
| Left Brain Wealth Management, LLC | 3,545 | $366.2K | 0.23% | −174−4.7% | Reduced |
| Ropes Wealth Advisors LLC | 3,566 | $368.3K | 0.07% | +532+17.5% | Added |
| Cigna Investments Inc | 3,576 | $369.0K | 0.08% | −460−11.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,610 | $372.9K | 0.02% | +393+12.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 3,627 | $374.6K | 0.02% | +1,107+43.9% | Added |
| NVWM, LLC | 3,644 | $376.4K | 0.12% | −2,871−44.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,645 | $376.5K | 0.28% | +580+18.9% | Added |
| Relative Value Partners Group, LLC | 3,776 | $390.0K | 0.03% | +3,776 | New |
| Hemenway Trust Co LLC | 3,785 | $391.0K | 0.04% | −325−7.9% | Reduced |
| One Capital Management, LLC | 3,810 | $393.5K | 0.02% | −1,104−22.5% | Reduced |
| Trust Asset Management LLC | 3,828 | $395.4K | 0.04% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,859 | $398.6K | 0.02% | +762+24.6% | Added |
| Quantinno Capital Management LP | 3,891 | $402.0K | 0.02% | −2,268−36.8% | Reduced |
| Abundance Wealth Counselors | 3,986 | $412.0K | 0.12% | −498−11.1% | Reduced |
| Signaturefd, LLC | 4,083 | $421.7K | 0.01% | +824+25.3% | Added |
| Symmetry Partners, LLC | 4,111 | $425.0K | 0.02% | −987−19.4% | Reduced |
| Merit Financial Group, LLC | 4,130 | $426.5K | 0.01% | +93+2.3% | Added |