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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Insight Financial Services | 55 | $5.47K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 55 | $5.47K | 0.00% | −40−42.1% | Reduced |
| Provence Wealth Management Group | 56 | $5.57K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 65 | $6.46K | 0.00% | −819−92.6% | Reduced |
| Bell Investment Advisors, Inc | 70 | $6.96K | 0.00% | −24−25.5% | Reduced |
| ICA Group Wealth Management, LLC | 70 | $6.96K | 0.00% | +70 | New |
| Avion Wealth | 66 | $7.00K | 0.00% | +37+127.6% | Added |
| PayPay Securities Corp | 70 | $7.06K | 0.35% | −62−47.0% | Reduced |
| Cedar Mountain Advisors, LLC | 73 | $7.26K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 78 | $7.76K | 0.00% | +16+25.8% | Added |
| Ronald Blue Trust, Inc. | 70 | $8.00K | 0.00% | −38−35.2% | Reduced |
| TSFG, LLC | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 90 | $8.95K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 90 | $8.95K | 0.01% | +90 | New |
| Duncker Streett & Co Inc | 95 | $9.45K | 0.00% | −55−36.7% | Reduced |
| Brown Shipley& Co Ltd | 95 | $9.45K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $9.95K | 0.00% | −100−50.0% | Reduced |
| Delta Asset Management LLC | 100 | $9.95K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $9.95K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $9.95K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $9.95K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $9.95K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $9.95K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 101 | $10.0K | 0.00% | +43+74.1% | Added |
| West Branch Capital LLC | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 102 | $10.1K | 0.00% | −107−51.2% | Reduced |
| Baldwin Brothers Inc | 104 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 113 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 115 | $11.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 119 | $11.8K | 0.00% | −3−2.5% | Reduced |
| City State Bank | 125 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 116 | $12.0K | 0.00% | −1−0.9% | Reduced |
| Core Alternative Capital | 125 | $12.4K | 0.00% | −14−10.1% | Reduced |
| Plato Investment Management Ltd | 125 | $12.4K | 0.02% | +125 | New |
| MB, Levis & Associates, LLC | 127 | $12.6K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 127 | $12.6K | 0.00% | +26+25.7% | Added |
| Clearstead Advisors, LLC | 128 | $12.7K | 0.00% | −208−61.9% | Reduced |
| Lowe Wealth Advisors, LLC | 130 | $12.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 130 | $12.9K | 0.00% | +130 | New |
| Coston, McIsaac & Partners | 139 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 132 | $13.1K | 0.00% | −251−65.5% | Reduced |
| Toth Financial Advisory Corp | 135 | $13.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 137 | $13.6K | 0.00% | −272−66.5% | Reduced |
| HM Payson & Co | 141 | $14.0K | 0.00% | −244−63.4% | Reduced |
| Tidemark, LLC | 146 | $14.5K | 0.01% | +146 | New |
| Central Bank & Trust Co | 148 | $14.7K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $15.7K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 164 | $16.3K | 0.01% | +14+9.3% | Added |
| Disciplina Capital Management LLC | 165 | $16.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 165 | $16.4K | 0.00% | +41+33.1% | Added |
| Coppell Advisory Solutions LLC | 171 | $17.0K | 0.00% | +110+180.3% | Added |
| Godsey & Gibb Associates | 176 | $17.5K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 177 | $17.6K | 0.01% | −6−3.3% | Reduced |
| EdgeRock Capital LLC | 194 | $18.9K | 0.01% | +194 | New |
| AllSquare Wealth Management LLC | 200 | $19.9K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 200 | $19.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $19.9K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $19.9K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $19.9K | 0.00% | +200 | New |
| Old Point Trust & Financial Services N A | 200 | $19.9K | 0.01% | +200 | New |
| Truvestments Capital LLC | 200 | $19.9K | 0.01% | +200 | New |
| Concord Wealth Partners | 204 | $20.3K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 209 | $20.8K | 0.01% | +209 | New |
| Activest Wealth Management | 211 | $21.0K | 0.01% | −20−8.7% | Reduced |
| Armstrong Advisory Group, Inc | 212 | $21.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 220 | $21.9K | 0.00% | −40−15.4% | Reduced |
| Frazier Financial Advisors, LLC | 220 | $21.9K | 0.02% | +220 | New |
| Salomon & Ludwin, LLC | 218 | $22.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 229 | $22.8K | 0.02% | +229 | New |
| Ancora Advisors, LLC | 236 | $23.5K | 0.00% | −70−22.9% | Reduced |
| Focused Wealth Management, Inc | 244 | $24.3K | 0.00% | +237+3,385.7% | Added |
| Deseret Mutual Benefit Administrators | 245 | $24.4K | 0.01% | +42+20.7% | Added |
| One River Asset Management, LLC | 247 | $24.6K | 0.01% | −4,761−95.1% | Reduced |
| Manchester Capital Management LLC | 264 | $26.3K | 0.00% | +34+14.8% | Added |
| First Pacific Financial | 266 | $26.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 266 | $26.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 271 | $27.0K | 0.01% | −5−1.8% | Reduced |
| Centerpoint Advisors, LLC | 274 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 272 | $27.0K | 0.01% | +272 | New |
| Global Financial Private Client, LLC | 280 | $27.8K | 0.01% | −692−71.2% | Reduced |
| Center for Financial Planning, Inc. | 288 | $28.6K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 295 | $29.3K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 296 | $29.4K | 0.01% | +290+4,833.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 302 | $30.0K | 0.01% | −33−9.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 310 | $30.6K | 0.00% | −70−18.4% | Reduced |
| Bartlett & Co. LLC | 310 | $31.0K | 0.00% | −70−18.4% | Reduced |
| Country Trust Bank | 318 | $31.6K | 0.00% | −250−44.0% | Reduced |
| Creative Financial Designs Inc | 324 | $32.2K | 0.00% | +10+3.2% | Added |
| Long Island Wealth Management, Inc. | 330 | $33.0K | 0.02% | +330 | New |
| Cambridge Trust Co | 334 | $33.2K | 0.00% | −200−37.5% | Reduced |
| Massmutual Trust Co FSB | 334 | $33.2K | 0.00% | −169−33.6% | Reduced |
| Kelly Financial Services LLC | 344 | $34.2K | 0.01% | −87−20.2% | Reduced |
| Close Asset Management Ltd | 350 | $35.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 357 | $35.5K | 0.00% | +75+26.6% | Added |
| Rothschild Investment LLC | 373 | $37.1K | 0.00% | +373 | New |
| Jamison Private Wealth Management, Inc. | 374 | $37.2K | 0.01% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $39.8K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 407 | $40.5K | 0.01% | −65−13.8% | Reduced |