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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; 785 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: 785 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 2026785$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
Joseph Group Capital Management0$00.00%−60−100.0%Sold out
Davidson Capital Management Inc.0$00.00%−46−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−45−100.0%Sold out
Costello Asset Management, INC0$00.00%−40−100.0%Sold out
Compass Wealth Management LLC0$00.00%−35−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−28−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−24−100.0%Sold out
Tucker Asset Management LLC0$00.00%−20−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−22−100.0%Sold out
Red Tortoise LLC0$00.00%−16−100.0%Sold out
Whittier Trust Co0$00.00%−13−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−11−100.0%Sold out
Family CFO Inc0$00.00%−10−100.0%Sold out
Buck Wealth Strategies, LLC0$00.00%−10−100.0%Sold out
Perkins Coie Trust Co0$00.00%−10−100.0%Sold out
North Star Investment Management Corp.0$00.00%−6−100.0%Sold out
Arlington Partners LLC0$00.00%−6−100.0%Sold out
Investment Research & Advisory Group, Inc.0$00.00%−1−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−4−100.0%Sold out
Quilter Plc0$00.00%−576−100.0%Sold out
Colony Group LLC––––Not filed
First Republic Investment Management, Inc.––––Not filed
Pathstone Family Office, LLC––––Not filed
Focus Financial Network, Inc.––––Not filed
Advisor Partners II, LLC––––Not filed
Ropes Wealth Advisors LLC––––Not filed
BTC Capital Management, Inc.––––Not filed
Syntax Advisors, LLC––––Not filed
Column Capital Advisors, LLC––––Not filed
Consultiva Wealth Management, Corp.––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Steward Financial Group LLC––––Not filed
Foster Dykema Cabot & Co Inc––––Not filed