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Livermore
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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, Q4 2023

Institutional positions in Moderna, Inc. as of Dec 31, 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
887
+8 vs. Q3 2023
Shares held
257.0M
+10.4M (+4.2%) vs. Q3 2023
Total value
$25.6B
+$108.5M (+0.4%) vs. Q3 2023
New holders
141
269 more added
Sold out
133
340 more reduced

13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 887 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ4 2023: $25.6B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q3 2023.

Institutions holding MRNA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
VitalStone Financial, LLC2$00.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC0$20.00%0Unchanged
Dogwood Wealth Management LLC0$50.00%0New
Tfo-TDC, LLC1$990.00%−3−75.0%Reduced
Lam Group, Inc.1$990.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$1000.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$1000.00%00.0%Unchanged
Wellington Shields Capital Management, LLC2$1990.00%−260−99.2%Reduced
Thompson Investment Management, Inc.2$1990.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc3$2980.00%+3New
Optiver Holding B.V.3$2980.00%+3New
Evermay Wealth Management LLC4$3980.00%+4New
WestEnd Advisors, LLC5$4970.00%00.0%Unchanged
Peoples Bank5$4970.00%00.0%Unchanged
Clear Point Advisors Inc.5$4970.00%+5New
Winthrop Capital Management, LLC5$4970.00%+5New
True Wealth Design, LLC5$4980.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc6$5970.00%−14−70.0%Reduced
Fortitude Family Office, LLC6$5970.00%+6New
West Paces Advisors Inc.6$5970.00%+6New
ORG Partners LLC7$6950.00%−47−87.0%Reduced
Park Place Capital Corp7$6960.00%−74−91.4%Reduced
Winch Advisory Services, LLC7$6960.00%00.0%Unchanged
Tradewinds Capital Management, LLC8$7960.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.8$7960.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.9$8950.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd9$8960.00%00.0%Unchanged
Tompkins Financial Corp10$9950.00%−250−96.2%Reduced
Mendota Financial Group, LLC10$9950.00%−60−85.7%Reduced
Plante Moran Financial Advisors, LLC10$9950.00%00.0%Unchanged
Atlantic Trust, LLC10$9950.00%00.0%Unchanged
Rockbridge Investment Management, LCC10$9950.00%+10New
Foster Dykema Cabot & Partners, LLC10$9950.00%+10New
Hazlett, Burt & Watson, Inc.10$1.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC15$1.00K0.00%00.0%Unchanged
FNY Investment Advisers, LLC15$1.00K0.00%+15New
Cornerstone Planning Group LLC11$1.09K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC12$1.19K0.00%00.0%Unchanged
Gs Investments, Inc.13$1.29K0.00%−35−72.9%Reduced
Trifecta Capital Advisors, LLC14$1.39K0.00%+14New
Farmers & Merchants Investments Inc15$1.49K0.00%−6−28.6%Reduced
MCF Advisors LLC15$1.49K0.00%+15New
SJS Investment Consulting Inc.16$1.59K0.00%−7−30.4%Reduced
TFC Financial Management16$1.59K0.00%+9+128.6%Added
Prestige Wealth Management Group LLC17$1.69K0.00%+4+30.8%Added
Colonial Trust Advisors17$1.69K0.00%+14+466.7%Added
DiNuzzo Private Wealth, Inc.17$1.69K0.00%+17New
BOK Financial Private Wealth, Inc.20$1.99K0.00%+20New
BFSG, LLC20$1.99K0.00%+20New
Smithfield Trust Co20$2.00K0.00%−90−81.8%Reduced
AlphaMark Advisors, LLC17$2.00K0.00%−50−74.6%Reduced
American National Bank21$2.09K0.00%00.0%Unchanged
Pacific Center for Financial Services24$2.39K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC24$2.39K0.00%+24New
Wolff Wiese Magana LLC25$2.49K0.00%−12−32.4%Reduced
Dunhill Financial, LLC27$2.64K0.00%+27New
Rise Advisors, LLC30$2.98K0.00%00.0%Unchanged
JDM Financial Group LLC30$2.98K0.00%00.0%Unchanged
Baystate Wealth Management LLC30$2.98K0.00%+30New
Broadwater Capital Management LLC30$2.98K0.00%+30New
Clear Street Markets LLC31$3.00K0.00%−1,012−97.0%Reduced
Capital Analysts, LLC26$3.00K0.00%00.0%Unchanged
Bear Mountain Capital, Inc.30$3.06K0.00%+30New
Larson Financial Group LLC32$3.18K0.00%−83−72.2%Reduced
Cullen/Frost Bankers, Inc.32$3.18K0.00%+32New
Signature Resources Capital Management, LLC32$3.18K0.00%+32New
PFS Partners, LLC32$3.18K0.00%00.0%Unchanged
Eagle Bay Advisors LLC33$3.28K0.00%00.0%Unchanged
Valued Wealth Advisors LLC32$3.31K0.00%+32New
Washington Trust Advisors, Inc.35$3.48K0.00%00.0%Unchanged
Raleigh Capital Management Inc.35$3.48K0.00%+35New
Scarborough Advisors, LLC37$3.68K0.00%+37New
Annapolis Financial Services, LLC39$3.88K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC40$3.98K0.00%00.0%Unchanged
City Holding Co40$3.98K0.00%00.0%Unchanged
DAGCO, Inc.40$3.98K0.00%+40New
Dynamic Wealth Strategies, LLC40$3.98K0.00%+40New
REAP Financial Group, LLC40$3.98K0.00%+40New
Cutler Group LP50$4.00K0.00%−4,992−99.0%Reduced
Versant Capital Management, Inc41$4.08K0.00%+3+7.9%Added
First Horizon Advisors, Inc.42$4.18K0.00%−75−64.1%Reduced
Pineridge Advisors LLC42$4.18K0.00%+42New
Raffa Wealth Management, LLC43$4.28K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC43$4.28K0.00%+28+186.7%Added
Louisbourg Investments Inc.43$4.28K0.00%+43New
Carmichael Hill & Associates, Inc.44$4.38K0.00%−37−45.7%Reduced
Turtle Creek Wealth Advisors, LLC46$4.58K0.00%+46New
MV Capital Management, Inc.47$4.67K0.00%−157−77.0%Reduced
Abound Wealth Management48$4.77K0.00%−12−20.0%Reduced
FinTrust Capital Advisors, LLC49$4.87K0.00%−125−71.8%Reduced
Chesapeake Asset Management LLC50$4.97K0.00%00.0%Unchanged
Community Bank, N.A.50$4.97K0.00%00.0%Unchanged
Proffitt & Goodson Inc50$4.97K0.00%00.0%Unchanged
Addison Advisors LLC50$4.97K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc50$4.97K0.00%00.0%Unchanged
Syntax Research, Inc.50$4.97K0.00%+50New
Glen Eagle Advisors, LLC52$5.17K0.00%00.0%Unchanged
Smartleaf Asset Management LLC53$5.23K0.00%+53New
Highline Wealth Partners LLC54$5.37K0.00%00.0%Unchanged
Private Wealth Management Group, LLC54$5.37K0.00%+54New