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 |
|---|---|---|---|---|---|
| Key Financial Inc | 426 | $42.4K | 0.01% | −250−37.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 435 | $43.3K | 0.01% | −78−15.2% | Reduced |
| Financial Perspectives, Inc | 436 | $43.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 439 | $43.7K | 0.01% | −227−34.1% | Reduced |
| Quent Capital, LLC | 440 | $43.8K | 0.01% | −48−9.8% | Reduced |
| Hantz Financial Services, Inc. | 441 | $44.0K | 0.00% | +2+0.5% | Added |
| EverSource Wealth Advisors, LLC | 475 | $47.2K | 0.00% | +116+32.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 490 | $49.5K | 0.00% | −120−19.7% | Reduced |
| Atwood & Palmer Inc | 500 | $49.7K | 0.00% | −1−0.2% | Reduced |
| Trust Co of Vermont | 500 | $49.7K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $49.7K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 512 | $50.0K | 0.01% | −26−4.8% | Reduced |
| Brown Brothers Harriman & Co | 509 | $50.6K | 0.00% | −410−44.6% | Reduced |
| Tyler-Stone Wealth Management | 515 | $51.2K | 0.03% | +40+8.4% | Added |
| Archer Investment Corp | 534 | $53.1K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 538 | $54.0K | 0.01% | +16+3.1% | Added |
| IFP Advisors, Inc | 546 | $54.3K | 0.00% | −288−34.5% | Reduced |
| Piscataqua Savings Bank | 550 | $54.7K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 550 | $54.7K | 0.00% | −85−13.4% | Reduced |
| EntryPoint Capital, LLC | 552 | $54.9K | 0.05% | +552 | New |
| Elkhorn Partners Limited Partnership | 550 | $55.0K | 0.04% | −630−53.4% | Reduced |
| Parkside Financial Bank & Trust | 558 | $55.5K | 0.01% | −7−1.2% | Reduced |
| Sachetta, LLC | 566 | $56.3K | 0.03% | +566 | New |
| Birchbrook, Inc. | 600 | $59.7K | 0.04% | +600 | New |
| Canton Hathaway, LLC | 601 | $60.0K | 0.02% | −370−38.1% | Reduced |
| Farther Finance Advisors, LLC | 608 | $60.4K | 0.00% | +362+147.2% | Added |
| Hexagon Capital Partners LLC | 610 | $60.6K | 0.01% | +394+182.4% | Added |
| Quintet Private Bank (Europe) S.A. | 626 | $62.3K | 0.00% | −6−0.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 630 | $62.7K | 0.03% | +630 | New |
| TD Private Client Wealth LLC | 646 | $64.2K | 0.00% | −293−31.2% | Reduced |
| Covestor Ltd | 685 | $68.0K | 0.05% | −630−47.9% | Reduced |
| Fairfield Financial Advisors, LTD | 689 | $68.5K | 0.03% | −609−46.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $69.6K | 0.14% | +700 | New |
| Belvedere Trading LLC | 703 | $69.9K | 0.01% | −366−34.2% | Reduced |
| Cape Investment Advisory, Inc. | 705 | $70.1K | 0.03% | +648+1,136.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 720 | $71.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 726 | $72.2K | 0.00% | +1+0.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 733 | $72.9K | 0.01% | −3,867−84.1% | Reduced |
| Mirova | 741 | $73.7K | 0.02% | −44−5.6% | Reduced |
| AdvisorNet Financial, Inc | 746 | $74.2K | 0.01% | −1,012−57.6% | Reduced |
| Sound Income Strategies, LLC | 762 | $75.8K | 0.01% | +115+17.8% | Added |
| Proequities, Inc. | 774 | $77.0K | 0.01% | −20−2.5% | Reduced |
| Asset Dedication, LLC | 768 | $77.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 814 | $80.4K | 0.00% | +814 | New |
| Ostrum Asset Management | 888 | $88.3K | 0.01% | +4+0.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 500 | $89.8K | 0.01% | +216+76.1% | Added |
| Centiva Capital, LP | 918 | $91.3K | 0.01% | +643+233.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 987 | $98.0K | 0.03% | +200+25.4% | Added |
| EMC Capital Management | 1,000 | $99.0K | 0.07% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 990 | $99.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $99.5K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $99.5K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $99.5K | 0.00% | 00.0% | Unchanged |
| Price Jennifer C. | 1,000 | $99.5K | 0.07% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $99.5K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,110 | $99.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,079 | $107.3K | 0.08% | +1,079 | New |
| Sittner & Nelson, LLC | 1,090 | $108.4K | 0.06% | +510+87.9% | Added |
| Spire Wealth Management | 1,111 | $110.8K | 0.00% | −1,269−53.3% | Reduced |
| Huntington National Bank | 1,156 | $115.0K | 0.00% | −1,229−51.5% | Reduced |
| NBC Securities, Inc. | 1,222 | $121.0K | 0.01% | +205+20.2% | Added |
| Optimum Investment Advisors | 1,289 | $128.2K | 0.06% | −200−13.4% | Reduced |
| Harbour Investments, Inc. | 1,386 | $137.8K | 0.01% | −273−16.5% | Reduced |
| Lindbrook Capital, LLC | 1,391 | $138.3K | 0.01% | +411+41.9% | Added |
| Montag A & Associates Inc | 1,427 | $141.9K | 0.01% | −865−37.7% | Reduced |
| Itau Unibanco Holding S.A. | 1,478 | $147.0K | 0.00% | +419+39.6% | Added |
| Resources Management Corp | 1,514 | $151.0K | 0.02% | −162−9.7% | Reduced |
| Desjardins Global Asset Management Inc. | 1,520 | $151.2K | 0.02% | +22+1.5% | Added |
| Penserra Capital Management LLC | 1,540 | $152.0K | 0.00% | −319−17.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,535 | $152.7K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,602 | $159.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,660 | $165.1K | 0.00% | +101+6.5% | Added |
| Tortoise Investment Management, LLC | 1,672 | $166.3K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,689 | $168.0K | 0.01% | −4,160−71.1% | Reduced |
| Geneos Wealth Management Inc. | 1,719 | $171.0K | 0.01% | −284−14.2% | Reduced |
| Advisors Asset Management, Inc. | 1,730 | $172.0K | 0.00% | −4,688−73.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,761 | $175.0K | 0.00% | +258+17.2% | Added |
| Twin Lakes Capital Management, LLC | 1,772 | $176.2K | 0.12% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,826 | $181.6K | 0.09% | +50+2.8% | Added |
| Federated Hermes, Inc. | 1,854 | $184.4K | 0.00% | −3,126−62.8% | Reduced |
| Principal Securities, Inc. | 1,987 | $197.6K | 0.01% | +1,987 | New |
| Dynamic Technology Lab Private Ltd | 2,014 | $200.0K | 0.02% | +2,014 | New |
| Boston Family Office LLC | 2,024 | $201.0K | 0.02% | +2,024 | New |
| Murphy Pohlad Asset Management LLC | 2,050 | $203.9K | 0.08% | +50+2.5% | Added |
| Arlington Capital Management, Inc. | 2,050 | $203.9K | 0.19% | −65−3.1% | Reduced |
| Scientech Research LLC | 2,058 | $204.7K | 0.20% | +2,058 | New |
| Mission Wealth Management, LP | 2,063 | $205.2K | 0.01% | +2,063 | New |
| Fisher Asset Management, LLC | 2,067 | $205.6K | 0.00% | +2,067 | New |
| Level Four Advisory Services, LLC | 2,072 | $206.1K | 0.01% | −286−12.1% | Reduced |
| Conning Inc. | 2,078 | $206.7K | 0.01% | +2,078 | New |
| Sandy Spring Bank | 2,081 | $207.0K | 0.01% | −275−11.7% | Reduced |
| Integrated Investment Consultants, LLC | 2,095 | $208.3K | 0.07% | +2,095 | New |
| Cohen Klingenstein LLC | 2,100 | $208.8K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,106 | $209.4K | 0.00% | −876−29.4% | Reduced |
| Chicago Capital, LLC | 2,152 | $214.0K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,165 | $215.3K | 0.01% | +2,165 | New |
| Nadler Financial Group, Inc. | 2,172 | $216.0K | 0.03% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,180 | $217.0K | 0.02% | −325−13.0% | Reduced |
| RWM Asset Management, LLC | 2,000 | $217.3K | 0.04% | −10−0.5% | Reduced |
| La Financiere de L'Echiquier | 2,200 | $218.8K | 0.01% | −92,047−97.7% | Reduced |