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 |
|---|---|---|---|---|---|
| Aft, Forsyth & Company, Inc. | 3,645 | $376.5K | 0.28% | +580+18.9% | Added |
| NVWM, LLC | 3,644 | $376.4K | 0.12% | −2,871−44.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 3,627 | $374.6K | 0.02% | +1,107+43.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,610 | $372.9K | 0.02% | +393+12.2% | Added |
| Cigna Investments Inc | 3,576 | $369.0K | 0.08% | −460−11.4% | Reduced |
| Ropes Wealth Advisors LLC | 3,566 | $368.3K | 0.07% | +532+17.5% | Added |
| Left Brain Wealth Management, LLC | 3,545 | $366.2K | 0.23% | −174−4.7% | Reduced |
| Stephens Inc | 3,536 | $365.2K | 0.01% | −20−0.6% | Reduced |
| Coldstream Capital Management Inc | 3,535 | $365.1K | 0.01% | +77+2.2% | Added |
| MAI Capital Management | 3,511 | $362.7K | 0.01% | −1,034−22.8% | Reduced |
| Proficio Capital Partners LLC | 3,397 | $350.9K | 0.05% | +3,397 | New |
| ICICI Prudential Asset Management Co Ltd | 3,386 | $349.7K | 0.05% | +795+30.7% | Added |
| Kovack Advisors, Inc. | 3,370 | $348.1K | 0.05% | −27−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 3,347 | $345.7K | 0.00% | +1,363+68.7% | Added |
| Savant Capital, LLC | 3,334 | $344.4K | 0.01% | −740−18.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,330 | $344.0K | 0.12% | +3,330 | New |
| Westpac Banking Corp | 3,329 | $343.9K | 0.03% | +329+11.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,322 | $343.1K | 0.02% | +197+6.3% | Added |
| Wealthspire Advisors, LLC | 3,289 | $339.7K | 0.01% | +1,546+88.7% | Added |
| Carl P. Sherr & Co., LLC | 3,278 | $338.6K | 0.23% | +221+7.2% | Added |
| Winton Group Ltd | 3,270 | $337.8K | 0.03% | +851+35.2% | Added |
| EP Wealth Advisors, LLC | 3,241 | $334.7K | 0.01% | +2,007+162.6% | Added |
| Carr Financial Group Corp | 4,309 | $334.1K | 0.13% | +880+25.7% | Added |
| Cubic Asset Management, LLC | 3,225 | $333.1K | 0.09% | +3,225 | New |
| Steel Peak Wealth Management LLC | 3,211 | $331.7K | 0.02% | −2,295−41.7% | Reduced |
| XR Securities LLC | 3,195 | $330.0K | 0.45% | +3,195 | New |
| HB Wealth Management, LLC | 3,192 | $329.7K | 0.01% | +1,052+49.2% | Added |
| Keybank National Association | 3,176 | $328.1K | 0.00% | −39−1.2% | Reduced |
| Paradigm Financial Partners, LLC | 3,171 | $326.9K | 0.09% | −17−0.5% | Reduced |
| Moody National Bank Trust Division | 3,145 | $324.8K | 0.02% | −330−9.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,125 | $322.8K | 0.02% | +1,346+75.7% | Added |
| Natixis | 3,120 | $322.3K | 0.00% | −7,444−70.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,097 | $319.9K | 0.02% | +2,129+219.9% | Added |
| Harvest Fund Management Co., Ltd | 3,031 | $313.0K | 0.05% | +1,123+58.9% | Added |
| Stratos Wealth Advisors, LLC | 3,025 | $312.5K | 0.02% | +3,025 | New |
| Founders Capital Management, LLC | 3,020 | $311.9K | 0.07% | 00.0% | Unchanged |
| Warberg Asset Management LLC | 3,000 | $309.9K | 0.10% | +3,000 | New |
| CV Advisors LLC | 2,991 | $308.9K | 0.25% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,982 | $308.0K | 0.01% | +868+41.1% | Added |
| Regal Investment Advisors LLC | 2,969 | $306.7K | 0.03% | +382+14.8% | Added |
| ING Groep NV | 2,936 | $303.3K | 0.00% | −71,258−96.0% | Reduced |
| Compass Ion Advisors, LLC | 2,909 | $300.5K | 0.05% | +2,909 | New |
| Global Retirement Partners, LLC | 2,857 | $297.9K | 0.02% | +90+3.3% | Added |
| Pinnacle Associates Ltd | 2,880 | $297.5K | 0.01% | −105−3.5% | 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 |
| Cornerstone Wealth Management, LLC | 2,813 | $290.6K | 0.03% | −149−5.0% | Reduced |
| Lincoln National Corp | 2,792 | $288.4K | 0.01% | −161−5.5% | Reduced |
| Greenleaf Trust | 2,785 | $287.7K | 0.00% | −307−9.9% | Reduced |
| PFG Investments, LLC | 2,764 | $285.5K | 0.05% | −1,619−36.9% | Reduced |
| Empowered Funds, LLC | 2,761 | $285.2K | 0.01% | +504+22.3% | Added |
| Jump Financial, LLC | 2,755 | $284.6K | 0.01% | +2,755 | New |
| GFG Capital, LLC | 2,740 | $283.0K | 0.09% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,725 | $281.5K | 0.03% | +2,725 | New |
| Cerity Partners LLC | 2,723 | $281.3K | 0.00% | −2,612−49.0% | Reduced |
| AtonRa Partners | 2,717 | $280.6K | 0.59% | −570−17.3% | Reduced |
| Moneta Group Investment Advisors LLC | 2,710 | $279.9K | 0.01% | +84+3.2% | Added |
| Redwood Wealth Management Group, LLC | 2,707 | $279.6K | 0.33% | +371+15.9% | Added |
| Investors Research Corp | 2,652 | $273.9K | 0.07% | +2,650+132,500.0% | Added |
| Summit Trail Advisors, LLC | 2,643 | $273.0K | 0.01% | +501+23.4% | Added |
| Wealthcare Advisory Partners LLC | 2,642 | $272.9K | 0.01% | −568−17.7% | Reduced |
| TownSquare Capital, LLC | 2,635 | $272.2K | 0.00% | +609+30.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,625 | $271.1K | 0.01% | −12,488−82.6% | Reduced |
| Thoroughbred Financial Services, LLC | 2,615 | $270.0K | 0.03% | +2,615 | New |
| Lee Financial Co | 2,612 | $269.8K | 0.05% | 00.0% | Unchanged |
| 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 |
| Himension Fund | 2,553 | $263.7K | 0.03% | +2,553 | New |
| Millennium Capital Advisors, LLC | 2,550 | $263.4K | 0.22% | −15−0.6% | Reduced |
| Commerzbank Aktiengesellschaft | 2,529 | $262.0K | 0.01% | +2,529 | New |
| Emerald Advisers, LLC | 2,521 | $260.4K | 0.01% | +2,521 | New |
| Sheaff Brock Investment Advisors, LLC | 2,517 | $260.0K | 0.03% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,505 | $259.0K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,503 | $258.5K | 0.02% | +2,503 | New |
| Keebeck Wealth Management, LLC | 2,500 | $258.2K | 0.04% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,495 | $257.7K | 0.03% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,490 | $257.2K | 0.03% | −230−8.5% | Reduced |
| Quadrant Capital Group LLC | 2,485 | $256.7K | 0.03% | +697+39.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,438 | $251.8K | 0.01% | −1,212−33.2% | Reduced |
| Horizon Investments, LLC | 2,432 | $251.2K | 0.01% | +67+2.8% | Added |
| Virtus ETF Advisers LLC | 2,414 | $249.3K | 0.15% | −5,795−70.6% | Reduced |
| Private Capital Management LLC | 2,411 | $249.0K | 0.07% | +303+14.4% | Added |
| SFMG, LLC | 2,408 | $248.7K | 0.03% | +700+41.0% | Added |
| Strategic Blueprint, LLC | 2,386 | $246.4K | 0.02% | +562+30.8% | Added |
| Huntington National Bank | 2,385 | $246.3K | 0.00% | −161−6.3% | Reduced |
| Spire Wealth Management | 2,380 | $245.8K | 0.01% | +314+15.2% | Added |
| Forum Financial Management, LP | 2,359 | $243.7K | 0.01% | −10−0.4% | Reduced |
| Level Four Advisory Services, LLC | 2,358 | $243.6K | 0.02% | −594−20.1% | Reduced |
| Sandy Spring Bank | 2,356 | $243.4K | 0.01% | +400+20.4% | Added |
| Alpha Family Trust | 2,350 | $242.7K | 0.18% | +525+28.8% | Added |
| Avalon Trust Co | 2,326 | $240.3K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,316 | $239.2K | 0.07% | +89+4.0% | Added |
| Aberdeen Wealth Management LLC | 2,315 | $239.1K | 0.18% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,314 | $239.0K | 0.00% | −106−4.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,308 | $238.4K | 0.06% | −293−11.3% | Reduced |
| Montag A & Associates Inc | 2,292 | $236.7K | 0.01% | −400−14.9% | Reduced |
| Abbrea Capital, LLC | 2,285 | $236.0K | 0.04% | −19−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 2,284 | $235.9K | 0.00% | +2,284 | New |
| Claro Advisors LLC | 2,279 | $235.4K | 0.06% | +315+16.0% | Added |