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 |
|---|---|---|---|---|---|
| Financial Advisors Network, Inc. | 2,231 | $230.4K | 0.05% | +2,231 | New |
| Connectus Wealth, LLC | 2,221 | $229.4K | 0.01% | −47−2.1% | Reduced |
| Perigon Wealth Management, LLC | 2,220 | $229.3K | 0.01% | −190−7.9% | Reduced |
| Northeast Financial Consultants Inc | 2,210 | $228.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,206 | $227.9K | 0.04% | −215−8.9% | Reduced |
| Gladstone Institutional Advisory LLC | 2,176 | $224.8K | 0.01% | +368+20.4% | Added |
| Nadler Financial Group, Inc. | 2,172 | $224.3K | 0.03% | +25+1.2% | Added |
| Vantage Consulting Group Inc | 2,155 | $222.6K | 0.15% | +287+15.4% | Added |
| Syntax Advisors, LLC | 2,155 | $222.6K | 0.20% | +287+15.4% | Added |
| Chicago Capital, LLC | 2,152 | $222.3K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,143 | $221.3K | 0.02% | +2,143 | New |
| Ritholtz Wealth Management | 2,122 | $219.2K | 0.01% | +452+27.1% | Added |
| Arlington Capital Management, Inc. | 2,115 | $218.5K | 0.23% | +2,115 | New |
| Wealth Effects LLC | 2,106 | $217.5K | 0.11% | −285−11.9% | Reduced |
| Cim Investment Mangement Inc | 2,104 | $217.3K | 0.08% | −40−1.9% | Reduced |
| Cohen Klingenstein LLC | 2,100 | $216.9K | 0.01% | 00.0% | Unchanged |
| Lake Street Financial LLC | 2,146 | $215.2K | 0.04% | −282−11.6% | Reduced |
| Mayfair Advisory Group, LLC | 2,042 | $213.2K | 0.21% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,048 | $211.6K | 0.02% | −77−3.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,035 | $210.2K | 0.07% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,010 | $207.6K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,003 | $206.9K | 0.01% | +432+27.5% | Added |
| Murphy Pohlad Asset Management LLC | 2,000 | $206.6K | 0.09% | −215−9.7% | Reduced |
| Meeder Advisory Services, Inc. | 1,997 | $206.3K | 0.03% | −1,372−40.7% | Reduced |
| Meritage Portfolio Management | 1,967 | $203.0K | 0.01% | +25+1.3% | Added |
| Sunbelt Securities, Inc. | 1,909 | $197.2K | 0.03% | +500+35.5% | Added |
| Sentry Investment Management LLC | 1,852 | $191.0K | 0.09% | −328−15.0% | Reduced |
| Penserra Capital Management LLC | 1,859 | $191.0K | 0.00% | −271−12.7% | Reduced |
| V-Square Quantitative Management LLC | 1,832 | $189.2K | 0.08% | +1,832 | New |
| Newbridge Financial Services Group, Inc. | 1,776 | $183.4K | 0.09% | +120+7.2% | Added |
| Twin Lakes Capital Management, LLC | 1,772 | $183.0K | 0.13% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,759 | $181.7K | 0.01% | +1,759 | New |
| AdvisorNet Financial, Inc | 1,758 | $181.6K | 0.02% | −231−11.6% | Reduced |
| Resources Management Corp | 1,676 | $173.0K | 0.03% | +45+2.8% | Added |
| Tortoise Investment Management, LLC | 1,672 | $172.7K | 0.03% | +1,000+148.8% | Added |
| Harbour Investments, Inc. | 1,659 | $171.4K | 0.01% | −153−8.4% | Reduced |
| First Command Advisory Services, Inc. | 1,602 | $165.5K | 0.00% | +1,602 | New |
| Allworth Financial LP | 1,559 | $161.1K | 0.00% | +49+3.2% | Added |
| Brown, Lisle/Cummings, Inc. | 1,535 | $158.6K | 0.07% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,503 | $155.0K | 0.01% | +89+6.3% | Added |
| Desjardins Global Asset Management Inc. | 1,498 | $154.7K | 0.02% | −264−15.0% | Reduced |
| Optimum Investment Advisors | 1,489 | $153.8K | 0.08% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,363 | $140.8K | 0.05% | +277+25.5% | Added |
| Covestor Ltd | 1,315 | $136.0K | 0.10% | +1,152+706.7% | Added |
| Fairfield Financial Advisors, LTD | 1,298 | $134.1K | 0.06% | −635−32.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,184 | $122.3K | 0.01% | +30+2.6% | Added |
| Elkhorn Partners Limited Partnership | 1,180 | $122.0K | 0.08% | +880+293.3% | Added |
| Column Capital Advisors, LLC | 117,112 | $117.1K | 0.02% | 00.0% | Unchanged |
| Belvedere Trading LLC | 1,069 | $110.4K | 0.01% | +1,069 | New |
| Itau Unibanco Holding S.A. | 1,059 | $109.4K | 0.00% | −326−23.5% | Reduced |
| Ofi Invest Asset Management | 1,110 | $108.3K | 0.00% | −133,546−99.2% | Reduced |
| Clear Street Markets LLC | 1,043 | $108.0K | 0.08% | +482+85.9% | Added |
| Strategic Investment Solutions, Inc. | 945 | $105.4K | 0.00% | +930+6,200.0% | Added |
| NBC Securities, Inc. | 1,017 | $105.0K | 0.01% | +1,017 | New |
| EMC Capital Management | 1,000 | $104.0K | 0.08% | −18,814−95.0% | Reduced |
| Estabrook Capital Management | 1,000 | $103.3K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $103.3K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $103.3K | 0.01% | 00.0% | Unchanged |
| Price Jennifer C. | 1,000 | $103.3K | 0.06% | +1,000 | New |
| Ramirez Asset Management, Inc. | 1,000 | $103.3K | 0.02% | +1,000 | New |
| Maj Invest Holding A/S | 990 | $102.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 980 | $101.2K | 0.01% | −44−4.3% | Reduced |
| Global Financial Private Client, LLC | 972 | $100.4K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 971 | $100.0K | 0.03% | +370+61.6% | Added |
| TD Private Client Wealth LLC | 939 | $97.0K | 0.00% | −5,061−84.4% | Reduced |
| Brown Brothers Harriman & Co | 919 | $94.9K | 0.00% | −200−17.9% | Reduced |
| Salem Investment Counselors Inc | 884 | $91.3K | 0.00% | −108−10.9% | Reduced |
| Ostrum Asset Management | 884 | $91.3K | 0.01% | −1,314−59.8% | Reduced |
| IFP Advisors, Inc | 834 | $86.1K | 0.00% | +132+18.8% | Added |
| Proequities, Inc. | 794 | $82.0K | 0.01% | −136−14.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 787 | $81.3K | 0.03% | +787 | New |
| Mirova | 785 | $81.1K | 0.02% | −1,274−61.9% | Reduced |
| Asset Dedication, LLC | 768 | $79.0K | 0.01% | +50+7.0% | Added |
| First Manhattan Co | 725 | $74.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 722 | $74.0K | 0.00% | −1,952−73.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 720 | $72.0K | 0.00% | −9,160−92.7% | Reduced |
| Crewe Advisors LLC | 676 | $69.8K | 0.01% | −1−0.1% | Reduced |
| Key Financial Inc | 676 | $69.8K | 0.02% | −24−3.4% | Reduced |
| Private Trust Co NA | 666 | $68.8K | 0.01% | −1,088−62.0% | Reduced |
| Sound Income Strategies, LLC | 647 | $66.8K | 0.01% | −13−2.0% | Reduced |
| JFS Wealth Advisors, LLC | 635 | $65.6K | 0.01% | −1−0.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 632 | $65.3K | 0.00% | −199−23.9% | Reduced |
| Sittner & Nelson, LLC | 580 | $59.9K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 568 | $58.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 565 | $58.4K | 0.01% | +175+44.9% | Added |
| Piscataqua Savings Bank | 550 | $56.8K | 0.05% | +100+22.2% | Added |
| Valley National Advisers Inc | 538 | $56.0K | 0.01% | +2+0.4% | Added |
| Cambridge Trust Co | 534 | $55.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 534 | $55.2K | 0.02% | +222+71.2% | Added |
| Capital Advisors, Ltd. LLC | 522 | $54.0K | 0.01% | +15+3.0% | Added |
| GPS Wealth Strategies Group, LLC | 513 | $53.0K | 0.01% | +180+54.1% | Added |
| Massmutual Trust Co FSB | 503 | $52.0K | 0.00% | +82+19.5% | Added |
| Atwood & Palmer Inc | 501 | $51.7K | 0.00% | +1+0.2% | Added |
| Trust Co of Vermont | 500 | $51.6K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $51.6K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 488 | $50.4K | 0.01% | +23+4.9% | Added |
| Consultiva Wealth Management, Corp. | 475 | $49.1K | 1.26% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 475 | $49.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 472 | $48.8K | 0.02% | −92−16.3% | Reduced |
| Hantz Financial Services, Inc. | 439 | $45.0K | 0.00% | +19+4.5% | Added |