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 Perspectives, Inc | 436 | $45.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 431 | $44.5K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 610 | $43.5K | 0.00% | +490+408.3% | Added |
| Caldwell Trust Co | 409 | $42.2K | 0.01% | +65+18.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $39.8K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 385 | $39.8K | 0.00% | +2+0.5% | Added |
| Glassman Wealth Services | 383 | $39.6K | 0.01% | +46+13.6% | Added |
| Bartlett & Co. Wealth Management LLC | 380 | $39.3K | 0.00% | −50−11.6% | Reduced |
| Bartlett & Co. LLC | 380 | $39.0K | 0.00% | −50−11.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 374 | $38.6K | 0.01% | +374 | New |
| EverSource Wealth Advisors, LLC | 359 | $37.1K | 0.00% | −39−9.8% | Reduced |
| Close Asset Management Ltd | 350 | $36.0K | 0.00% | +80+29.6% | Added |
| Clearstead Advisors, LLC | 336 | $34.7K | 0.00% | −12−3.4% | Reduced |
| Colonial Trust Co | 335 | $34.6K | 0.01% | +35+11.7% | Added |
| Creative Financial Designs Inc | 314 | $32.4K | 0.00% | +200+175.4% | Added |
| Ancora Advisors, LLC | 306 | $31.6K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $31.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 295 | $30.5K | 0.01% | +61+26.1% | Added |
| Center for Financial Planning, Inc. | 288 | $29.7K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 284 | $29.3K | 0.00% | −216−43.2% | Reduced |
| Catalyst Capital Advisors LLC | 282 | $29.1K | 0.00% | +69+32.4% | Added |
| SOA Wealth Advisors, LLC. | 276 | $28.5K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 275 | $28.4K | 0.00% | −18,112−98.5% | Reduced |
| Baker Avenue Asset Management, LP | 275 | $28.4K | 0.00% | −204−42.6% | Reduced |
| Riverview Trust Co | 272 | $28.1K | 0.02% | +65+31.4% | Added |
| Centerpoint Advisors, LLC | 274 | $28.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 266 | $27.5K | 0.01% | +266 | New |
| Webster Bank, N. A. | 266 | $27.5K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 262 | $27.1K | 0.00% | +260+13,000.0% | Added |
| Tompkins Financial Corp | 260 | $26.9K | 0.00% | −218−45.6% | Reduced |
| Arrow Financial Corp | 250 | $25.8K | 0.00% | +200+400.0% | Added |
| GHP Investment Advisors, Inc. | 260 | $25.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 246 | $25.4K | 0.00% | +106+75.7% | Added |
| Stonebridge Capital Advisors LLC | 245 | $25.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 231 | $23.9K | 0.01% | −319−58.0% | Reduced |
| Manchester Capital Management LLC | 230 | $23.8K | 0.00% | +162+238.2% | Added |
| South State Corp. | 220 | $22.7K | 0.00% | +70+46.7% | Added |
| Salomon & Ludwin, LLC | 218 | $22.5K | 0.00% | +218 | New |
| Hexagon Capital Partners LLC | 216 | $22.3K | 0.01% | −54−20.0% | Reduced |
| Armstrong Advisory Group, Inc | 212 | $21.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 209 | $21.6K | 0.00% | −1−0.5% | Reduced |
| MV Capital Management, Inc. | 204 | $21.1K | 0.00% | +79+63.2% | Added |
| Resurgent Financial Advisors LLC | 204 | $21.1K | 0.01% | −2−1.0% | Reduced |
| Concord Wealth Partners | 204 | $21.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 203 | $21.0K | 0.01% | +117+136.0% | Added |
| AllSquare Wealth Management LLC | 200 | $20.7K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $20.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 200 | $20.7K | 0.01% | +200 | New |
| Founders Capital Management | 200 | $20.7K | 0.02% | +200 | New |
| Pacifica Partners Inc. | 200 | $20.6K | 0.01% | +150+300.0% | Added |
| Sutton Wealth Advisors Inc. | 187 | $19.3K | 0.01% | +34+22.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 183 | $18.9K | 0.02% | −37−16.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 181 | $18.7K | 0.01% | +101+126.3% | Added |
| Godsey & Gibb Associates | 176 | $18.2K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 175 | $18.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 174 | $18.0K | 0.00% | +111+176.2% | Added |
| RVW Wealth, LLC | 170 | $17.6K | 0.00% | +170 | New |
| Disciplina Capital Management LLC | 165 | $17.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 161 | $16.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $15.5K | 0.00% | −70−31.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 150 | $15.5K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 148 | $15.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 139 | $14.4K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 118 | $14.3K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 139 | $14.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 135 | $13.9K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 132 | $13.6K | 0.66% | +124+1,550.0% | Added |
| Lowe Wealth Advisors, LLC | 130 | $13.4K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 127 | $13.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 108 | $13.0K | 0.00% | +43+66.2% | Added |
| City State Bank | 125 | $13.0K | 0.01% | +50+66.7% | Added |
| Umb Bank N A | 124 | $12.8K | 0.00% | −96−43.6% | Reduced |
| GoalVest Advisory LLC | 123 | $12.7K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 122 | $12.6K | 0.00% | +81+197.6% | Added |
| First Horizon Advisors, Inc. | 117 | $12.1K | 0.00% | +31+36.0% | Added |
| GW&K Investment Management, LLC | 117 | $12.0K | 0.00% | +5+4.5% | Added |
| Larson Financial Group LLC | 115 | $11.9K | 0.00% | −8−6.5% | Reduced |
| Bogart Wealth, LLC | 115 | $11.9K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 113 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $11.0K | 0.00% | +90+450.0% | Added |
| Coppell Advisory Solutions LLC | 61 | $11.0K | 0.00% | −27−30.7% | Reduced |
| Baldwin Brothers Inc | 104 | $10.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 101 | $10.4K | 0.00% | −37−26.8% | Reduced |
| West Branch Capital LLC | 101 | $10.4K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $10.3K | 0.01% | −500−83.3% | Reduced |
| Old Second National Bank of Aurora | 100 | $10.3K | 0.00% | −125−55.6% | Reduced |
| Delta Asset Management LLC | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $10.3K | 0.00% | +86+614.3% | Added |
| Front Row Advisors LLC | 100 | $10.3K | 0.00% | +100 | New |
| Hollencrest Capital Management | 95 | $9.81K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 95 | $9.81K | 0.01% | +95 | New |
| Bell Investment Advisors, Inc | 94 | $9.71K | 0.00% | −20−17.5% | Reduced |
| PSI Advisors, LLC | 90 | $9.30K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 85 | $9.00K | 0.00% | 00.0% | Unchanged |