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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 4,159 | $429.6K | 0.01% | +2,127+104.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,200 | $433.8K | 0.09% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 4,346 | $448.9K | 0.18% | +4,346 | New |
| Tiaa Trust, National Association | 4,389 | $453.3K | 0.00% | +4,389 | New |
| Sawtooth Solutions, LLC | 4,411 | $455.6K | 0.01% | +497+12.7% | Added |
| Bleakley Financial Group, LLC | 4,411 | $455.6K | 0.02% | +497+12.7% | Added |
| Prospera Financial Services Inc | 4,464 | $461.1K | 0.02% | −777−14.8% | Reduced |
| Brinker Capital Investments, LLC | 4,477 | $462.4K | 0.01% | −6,392−58.8% | Reduced |
| Orion Portfolio Solutions, LLC | 4,477 | $462.4K | 0.01% | −6,392−58.8% | Reduced |
| Flagship Harbor Advisors, LLC | 4,537 | $468.6K | 0.04% | +526+13.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,600 | $475.1K | 0.05% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,620 | $477.2K | 0.08% | +2,326+101.4% | Added |
| Lido Advisors, LLC | 4,637 | $479.0K | 0.01% | +55+1.2% | Added |
| Valeo Financial Advisors, LLC | 4,673 | $482.7K | 0.02% | +854+22.4% | Added |
| Osher Van de Voorde Investment Management | 4,715 | $487.0K | 0.12% | −1,375−22.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,736 | $489.2K | 0.08% | +470+11.0% | Added |
| Congress Wealth Management LLC | 4,741 | $490.1K | 0.01% | −803−14.5% | Reduced |
| Sequoia Financial Advisors, LLC | 4,750 | $490.6K | 0.01% | +218+4.8% | Added |
| Reik & Co., LLC | 4,780 | $493.7K | 0.14% | +500+11.7% | Added |
| Linden Thomas Advisory Services, LLC | 4,817 | $497.5K | 0.11% | −4,938−50.6% | Reduced |
| One River Asset Management, LLC | 5,008 | $502.2K | 0.23% | +243+5.1% | Added |
| Ramiah Investment Group | 4,877 | $503.7K | 0.52% | −868−15.1% | Reduced |
| Aurora Investment Counsel | 4,953 | $511.6K | 0.34% | −1,986−28.6% | Reduced |
| SeaCrest Wealth Management, LLC | 4,976 | $514.0K | 0.07% | −268−5.1% | Reduced |
| Federated Hermes, Inc. | 4,980 | $514.4K | 0.00% | −130−2.5% | Reduced |
| UniSuper Management Pty Ltd | 4,989 | $515.3K | 0.01% | −556−10.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,989 | $515.3K | 0.03% | −83−1.6% | Reduced |
| Great Lakes Retirement, Inc. | 4,989 | $515.3K | 0.09% | +248+5.2% | Added |
| Arbor Investment Advisors, LLC | 5,000 | $516.5K | 0.09% | 00.0% | Unchanged |
| Cutler Group LP | 5,042 | $520.0K | 0.08% | −3,182−38.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 5,050 | $521.6K | 0.22% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 5,060 | $522.6K | 0.04% | −1,687−25.0% | Reduced |
| Argus Investors' Counsel, Inc. | 5,103 | $527.1K | 0.38% | +259+5.3% | Added |
| Heritage Investors Management Corp | 5,135 | $530.0K | 0.02% | +505+10.9% | Added |
| Dorsey & Whitney Trust CO LLC | 5,132 | $530.1K | 0.05% | −549−9.7% | Reduced |
| AE Wealth Management LLC | 5,147 | $531.6K | 0.00% | −1,574−23.4% | Reduced |
| Riverview Capital Advisers, LLC | 5,170 | $534.0K | 0.24% | −737−12.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,237 | $540.9K | 0.01% | +586+12.6% | Added |
| Hongkou Capital LP | 5,250 | $542.3K | 2.29% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,267 | $544.0K | 0.02% | +527+11.1% | Added |
| Wetherby Asset Management Inc | 5,292 | $546.6K | 0.03% | −857−13.9% | Reduced |
| Ieq Capital, LLC | 5,367 | $554.4K | 0.01% | −1,359−20.2% | Reduced |
| Baader Bank INC | 5,631 | $554.8K | 0.05% | +2,381+73.3% | Added |
| Cetera Advisors LLC | 5,434 | $561.3K | 0.01% | +173+3.3% | Added |
| Park Avenue Securities LLC | 5,475 | $566.0K | 0.01% | +5,475 | New |
| C2C Wealth Management, LLC | 5,520 | $567.4K | 0.08% | −6,899−55.6% | Reduced |
| La Banque Postale Asset Management SA | 5,516 | $569.7K | 0.01% | −1,835−25.0% | Reduced |
| Commerce Bank | 5,587 | $577.1K | 0.00% | −92−1.6% | Reduced |
| Capstone Triton Financial Group, LLC | 5,613 | $579.8K | 0.42% | −44−0.8% | Reduced |
| International Assets Investment Management, LLC | 5,848 | $581.5K | 0.08% | +1,054+22.0% | Added |
| Wedbush Securities Inc | 5,638 | $582.0K | 0.03% | −265−4.5% | Reduced |
| River & Mercantile Asset Management LLP | 5,702 | $589.1K | 0.14% | −268−4.5% | Reduced |
| GAM Holding AG | 5,706 | $589.3K | 0.04% | +3+0.1% | Added |
| Parallel Advisors, LLC | 5,710 | $589.8K | 0.02% | −250−4.2% | Reduced |
| Harbor Capital Advisors, Inc. | 5,724 | $591.2K | 0.13% | −336−5.5% | Reduced |
| United Capital Financial Advisers, LLC | 5,728 | $591.7K | 0.00% | −1,940−25.3% | Reduced |
| Humankind Investments LLC | 5,754 | $594.3K | 0.25% | +1,055+22.5% | Added |
| Marshall Wace, LLP | 5,758 | $594.7K | 0.00% | −3,242−36.0% | Reduced |
| Maven Securities LTD | 5,769 | $595.9K | 0.07% | +5,769 | New |
| Chelsea Counsel Co | 5,782 | $597.2K | 0.31% | −70−1.2% | Reduced |
| Bristlecone Advisors, LLC | 5,846 | $603.8K | 0.07% | −200−3.3% | Reduced |
| Shell Asset Management Co | 5,849 | $604.0K | 0.02% | +71+1.2% | Added |
| Avantax Advisory Services, Inc. | 5,877 | $607.0K | 0.01% | +11+0.2% | Added |
| Bessemer Group Inc | 5,917 | $611.0K | 0.00% | −5,553−48.4% | Reduced |
| Moloney Securities Asset Management, LLC | 5,961 | $615.7K | 0.11% | −113−1.9% | Reduced |
| Shorepoint Capital Partners LLC | 5,981 | $617.8K | 0.18% | −240−3.9% | Reduced |
| Newlands Management Operations LLC | 6,053 | $625.2K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 6,111 | $631.2K | 0.03% | −930−13.2% | Reduced |
| Brown Advisory Inc | 6,142 | $634.4K | 0.00% | +2,880+88.3% | Added |
| GWM Advisors LLC | 6,146 | $634.8K | 0.01% | −545−8.1% | Reduced |
| STF Management LP | 6,198 | $640.2K | 0.34% | +3,805+159.0% | Added |
| Equitable Trust Co | 6,233 | $643.8K | 0.05% | −7,250−53.8% | Reduced |
| Congress Park Capital LLC | 6,240 | $644.5K | 0.37% | +1,640+35.7% | Added |
| Apollon Wealth Management, LLC | 6,258 | $646.4K | 0.03% | +4,537+263.6% | Added |
| Moody Aldrich Partners LLC | 6,258 | $646.4K | 0.12% | +6,258 | New |
| Stratos Wealth Partners, LTD. | 6,271 | $647.7K | 0.01% | −1,689−21.2% | Reduced |
| Integrated Wealth Concepts LLC | 6,298 | $650.5K | 0.01% | +154+2.5% | Added |
| Choate Investment Advisors | 6,303 | $651.0K | 0.03% | +6,303 | New |
| Strategic Investment Advisors | 6,379 | $658.9K | 0.11% | +2,126+50.0% | Added |
| Advisors Asset Management, Inc. | 6,418 | $662.9K | 0.01% | −750−10.5% | Reduced |
| Wade G W & Inc | 6,514 | $673.0K | 0.03% | +1,970+43.4% | Added |
| Focus Financial Network, Inc. | 6,533 | $674.8K | 0.04% | −742−10.2% | Reduced |
| Wellington Shields & Co., LLC | 6,626 | $684.4K | 0.17% | +2,655+66.9% | Added |
| TD Waterhouse Canada Inc. | 6,541 | $696.3K | 0.01% | +402+6.5% | Added |
| DMG Group, LLC | 6,789 | $701.2K | 0.71% | +887+15.0% | Added |
| Centaurus Financial, Inc. | 6,869 | $709.0K | 0.06% | −68−1.0% | Reduced |
| Vestcor Inc | 6,979 | $721.0K | 0.03% | −849−10.8% | Reduced |
| Marathon Trading Investment Management LLC | 7,000 | $723.0K | 0.55% | +6,223+800.9% | Added |
| Advisory Services Network, LLC | 7,048 | $728.0K | 0.02% | +2,600+58.5% | Added |
| Assenagon Asset Management S.A. | 7,062 | $729.4K | 0.00% | +260+3.8% | Added |
| Profit Investment Management, LLC | 7,106 | $734.0K | 0.52% | −202−2.8% | Reduced |
| Ci Investments Inc. | 7,344 | $759.0K | 0.00% | −943−11.4% | Reduced |
| Atria Wealth Solutions, Inc. | 7,459 | $770.4K | 0.01% | −3,585−32.5% | Reduced |
| Castle Rock Wealth Management, LLC | 7,458 | $770.9K | 0.26% | +1,587+27.0% | Added |
| Washington Trust Co | 7,561 | $781.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,580 | $782.9K | 0.08% | +5,346+239.3% | Added |
| O'Shaughnessy Asset Management, LLC | 7,664 | $791.6K | 0.01% | +1,945+34.0% | Added |
| Resources Investment Advisors, LLC. | 7,793 | $804.9K | 0.02% | −250−3.1% | Reduced |
| Stevard, LLC | 7,940 | $820.1K | 0.83% | −26−0.3% | Reduced |
| TT International Asset Management LTD | 8,000 | $826.0K | 0.12% | −2,650−24.9% | Reduced |