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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 7,062 | $729.4K | 0.00% | +260+3.8% | Added |
| Advisory Services Network, LLC | 7,048 | $728.0K | 0.02% | +2,600+58.5% | Added |
| Marathon Trading Investment Management LLC | 7,000 | $723.0K | 0.55% | +6,223+800.9% | Added |
| Vestcor Inc | 6,979 | $721.0K | 0.03% | −849−10.8% | Reduced |
| Centaurus Financial, Inc. | 6,869 | $709.0K | 0.06% | −68−1.0% | Reduced |
| DMG Group, LLC | 6,789 | $701.2K | 0.71% | +887+15.0% | Added |
| TD Waterhouse Canada Inc. | 6,541 | $696.3K | 0.01% | +402+6.5% | Added |
| Wellington Shields & Co., LLC | 6,626 | $684.4K | 0.17% | +2,655+66.9% | Added |
| Focus Financial Network, Inc. | 6,533 | $674.8K | 0.04% | −742−10.2% | Reduced |
| Wade G W & Inc | 6,514 | $673.0K | 0.03% | +1,970+43.4% | Added |
| Advisors Asset Management, Inc. | 6,418 | $662.9K | 0.01% | −750−10.5% | Reduced |
| Strategic Investment Advisors | 6,379 | $658.9K | 0.11% | +2,126+50.0% | Added |
| Choate Investment Advisors | 6,303 | $651.0K | 0.03% | +6,303 | New |
| Integrated Wealth Concepts LLC | 6,298 | $650.5K | 0.01% | +154+2.5% | Added |
| Stratos Wealth Partners, LTD. | 6,271 | $647.7K | 0.01% | −1,689−21.2% | Reduced |
| 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 |
| Congress Park Capital LLC | 6,240 | $644.5K | 0.37% | +1,640+35.7% | Added |
| Equitable Trust Co | 6,233 | $643.8K | 0.05% | −7,250−53.8% | Reduced |
| STF Management LP | 6,198 | $640.2K | 0.34% | +3,805+159.0% | Added |
| GWM Advisors LLC | 6,146 | $634.8K | 0.01% | −545−8.1% | Reduced |
| Brown Advisory Inc | 6,142 | $634.4K | 0.00% | +2,880+88.3% | Added |
| Advisor Partners II, LLC | 6,111 | $631.2K | 0.03% | −930−13.2% | Reduced |
| Newlands Management Operations LLC | 6,053 | $625.2K | 0.01% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 5,981 | $617.8K | 0.18% | −240−3.9% | Reduced |
| Moloney Securities Asset Management, LLC | 5,961 | $615.7K | 0.11% | −113−1.9% | Reduced |
| Bessemer Group Inc | 5,917 | $611.0K | 0.00% | −5,553−48.4% | Reduced |
| Avantax Advisory Services, Inc. | 5,877 | $607.0K | 0.01% | +11+0.2% | Added |
| Shell Asset Management Co | 5,849 | $604.0K | 0.02% | +71+1.2% | Added |
| Bristlecone Advisors, LLC | 5,846 | $603.8K | 0.07% | −200−3.3% | Reduced |
| Chelsea Counsel Co | 5,782 | $597.2K | 0.31% | −70−1.2% | Reduced |
| Maven Securities LTD | 5,769 | $595.9K | 0.07% | +5,769 | New |
| Marshall Wace, LLP | 5,758 | $594.7K | 0.00% | −3,242−36.0% | Reduced |
| Humankind Investments LLC | 5,754 | $594.3K | 0.25% | +1,055+22.5% | Added |
| United Capital Financial Advisers, LLC | 5,728 | $591.7K | 0.00% | −1,940−25.3% | Reduced |
| Harbor Capital Advisors, Inc. | 5,724 | $591.2K | 0.13% | −336−5.5% | Reduced |
| Parallel Advisors, LLC | 5,710 | $589.8K | 0.02% | −250−4.2% | Reduced |
| GAM Holding AG | 5,706 | $589.3K | 0.04% | +3+0.1% | Added |
| River & Mercantile Asset Management LLP | 5,702 | $589.1K | 0.14% | −268−4.5% | Reduced |
| Wedbush Securities Inc | 5,638 | $582.0K | 0.03% | −265−4.5% | Reduced |
| International Assets Investment Management, LLC | 5,848 | $581.5K | 0.08% | +1,054+22.0% | Added |
| Capstone Triton Financial Group, LLC | 5,613 | $579.8K | 0.42% | −44−0.8% | Reduced |
| Commerce Bank | 5,587 | $577.1K | 0.00% | −92−1.6% | Reduced |
| La Banque Postale Asset Management SA | 5,516 | $569.7K | 0.01% | −1,835−25.0% | Reduced |
| C2C Wealth Management, LLC | 5,520 | $567.4K | 0.08% | −6,899−55.6% | Reduced |
| Park Avenue Securities LLC | 5,475 | $566.0K | 0.01% | +5,475 | New |
| Cetera Advisors LLC | 5,434 | $561.3K | 0.01% | +173+3.3% | Added |
| Baader Bank INC | 5,631 | $554.8K | 0.05% | +2,381+73.3% | Added |
| Ieq Capital, LLC | 5,367 | $554.4K | 0.01% | −1,359−20.2% | Reduced |
| Wetherby Asset Management Inc | 5,292 | $546.6K | 0.03% | −857−13.9% | Reduced |
| Kestra Private Wealth Services, LLC | 5,267 | $544.0K | 0.02% | +527+11.1% | Added |
| Hongkou Capital LP | 5,250 | $542.3K | 2.29% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,237 | $540.9K | 0.01% | +586+12.6% | Added |
| Riverview Capital Advisers, LLC | 5,170 | $534.0K | 0.24% | −737−12.5% | Reduced |
| AE Wealth Management LLC | 5,147 | $531.6K | 0.00% | −1,574−23.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,132 | $530.1K | 0.05% | −549−9.7% | Reduced |
| Heritage Investors Management Corp | 5,135 | $530.0K | 0.02% | +505+10.9% | Added |
| Argus Investors' Counsel, Inc. | 5,103 | $527.1K | 0.38% | +259+5.3% | Added |
| Legacy Private Trust Co. | 5,060 | $522.6K | 0.04% | −1,687−25.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 5,050 | $521.6K | 0.22% | 00.0% | Unchanged |
| Cutler Group LP | 5,042 | $520.0K | 0.08% | −3,182−38.7% | Reduced |
| Arbor Investment Advisors, LLC | 5,000 | $516.5K | 0.09% | 00.0% | Unchanged |
| 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 |
| Federated Hermes, Inc. | 4,980 | $514.4K | 0.00% | −130−2.5% | Reduced |
| SeaCrest Wealth Management, LLC | 4,976 | $514.0K | 0.07% | −268−5.1% | Reduced |
| Aurora Investment Counsel | 4,953 | $511.6K | 0.34% | −1,986−28.6% | Reduced |
| Ramiah Investment Group | 4,877 | $503.7K | 0.52% | −868−15.1% | Reduced |
| One River Asset Management, LLC | 5,008 | $502.2K | 0.23% | +243+5.1% | Added |
| Linden Thomas Advisory Services, LLC | 4,817 | $497.5K | 0.11% | −4,938−50.6% | Reduced |
| Reik & Co., LLC | 4,780 | $493.7K | 0.14% | +500+11.7% | Added |
| Sequoia Financial Advisors, LLC | 4,750 | $490.6K | 0.01% | +218+4.8% | Added |
| Congress Wealth Management LLC | 4,741 | $490.1K | 0.01% | −803−14.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,736 | $489.2K | 0.08% | +470+11.0% | Added |
| Osher Van de Voorde Investment Management | 4,715 | $487.0K | 0.12% | −1,375−22.6% | Reduced |
| Valeo Financial Advisors, LLC | 4,673 | $482.7K | 0.02% | +854+22.4% | Added |
| Lido Advisors, LLC | 4,637 | $479.0K | 0.01% | +55+1.2% | Added |
| Kingswood Wealth Advisors, LLC | 4,620 | $477.2K | 0.08% | +2,326+101.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,600 | $475.1K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,537 | $468.6K | 0.04% | +526+13.1% | Added |
| 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 |
| Prospera Financial Services Inc | 4,464 | $461.1K | 0.02% | −777−14.8% | Reduced |
| 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 |
| Tiaa Trust, National Association | 4,389 | $453.3K | 0.00% | +4,389 | New |
| Banco BTG Pactual S.A. | 4,346 | $448.9K | 0.18% | +4,346 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 4,200 | $433.8K | 0.09% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,159 | $429.6K | 0.01% | +2,127+104.7% | Added |
| Merit Financial Group, LLC | 4,130 | $426.5K | 0.01% | +93+2.3% | Added |
| Symmetry Partners, LLC | 4,111 | $425.0K | 0.02% | −987−19.4% | Reduced |
| Signaturefd, LLC | 4,083 | $421.7K | 0.01% | +824+25.3% | Added |
| Abundance Wealth Counselors | 3,986 | $412.0K | 0.12% | −498−11.1% | Reduced |
| Quantinno Capital Management LP | 3,891 | $402.0K | 0.02% | −2,268−36.8% | Reduced |
| Dana Investment Advisors, Inc. | 3,859 | $398.6K | 0.02% | +762+24.6% | Added |
| Trust Asset Management LLC | 3,828 | $395.4K | 0.04% | 00.0% | Unchanged |
| One Capital Management, LLC | 3,810 | $393.5K | 0.02% | −1,104−22.5% | Reduced |
| Hemenway Trust Co LLC | 3,785 | $391.0K | 0.04% | −325−7.9% | Reduced |
| Relative Value Partners Group, LLC | 3,776 | $390.0K | 0.03% | +3,776 | New |