Skip to main content
Livermore
Livermore
ZHEN

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
GAMMA Investing LLC2,172$219.5K0.06%+2,172New
Adviser Investments LLC2,211$219.9K0.00%+2,211New
Strategic Blueprint, LLC2,220$220.8K0.02%−166−7.0%Reduced
J.W. Cole Advisors, Inc.2,222$221.0K0.01%+174+8.5%Added
Csenge Advisory Group2,228$221.5K0.01%+2,228New
Blue Fin Capital, Inc.2,228$221.6K0.06%+2,228New
Insigneo Advisory Services, LLC2,260$224.7K0.03%+2,260New
Sunbelt Securities, Inc.2,269$225.7K0.03%+360+18.9%Added
Jeppson Wealth Management, LLC2,296$228.3K0.09%+2,296New
Greenleaf Trust2,300$228.7K0.00%−485−17.4%Reduced
Mayfair Advisory Group, LLC2,042$229.7K0.20%00.0%Unchanged
TownSquare Capital, LLC2,350$233.7K0.00%−285−10.8%Reduced
Lifeworks Advisors, LLC2,351$233.8K0.08%−14,475−86.0%Reduced
CX Institutional2,375$236.2K0.01%+2,375New
Bridgefront Capital, LLC2,381$236.8K0.18%+2,381New
Millennium Capital Advisors, LLC2,390$237.7K0.18%−160−6.3%Reduced
Principle Wealth Partners LLC2,395$238.2K0.02%−100−4.0%Reduced
Buckingham Strategic Wealth, LLC2,396$238.3K0.00%+82+3.5%Added
James J. Burns & Company, LLC2,425$241.0K0.06%+2,425New
Private Capital Management LLC2,434$242.1K0.06%+23+1.0%Added
Wilbanks Smith & Thomas Asset Management LLC2,438$242.5K0.01%00.0%Unchanged
AtonRa Partners2,446$243.3K0.48%−271−10.0%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,459$244.5K0.05%+151+6.5%Added
Osher Van de Voorde Investment Management2,460$244.6K0.05%−2,255−47.8%Reduced
CAPROCK Group, Inc.2,461$244.7K0.02%−42−1.7%Reduced
Dorsey & Whitney Trust CO LLC2,463$244.9K0.02%−2,669−52.0%Reduced
Sheaff Brock Investment Advisors, LLC2,468$245.4K0.02%−49−1.9%Reduced
Arete Wealth Advisors, LLC2,501$247.2K0.02%+2,501New
Regal Investment Advisors LLC2,493$247.9K0.02%−476−16.0%Reduced
V-Square Quantitative Management LLC2,498$248.4K0.06%+666+36.4%Added
Lincoln National Corp2,512$249.8K0.00%−280−10.0%Reduced
Keebeck Wealth Management, LLC2,520$250.6K0.04%+20+0.8%Added
AQR Capital Management LLC2,557$254.3K0.00%+2,557New
Lee Financial Co2,600$258.6K0.05%−12−0.5%Reduced
New Vernon Capital Holdings II LLC2,623$260.9K0.14%−237−8.3%Reduced
Investors Research Corp2,652$263.7K0.06%00.0%Unchanged
Coldstream Capital Management Inc2,668$265.3K0.01%−867−24.5%Reduced
Quadrant Capital Group LLC2,672$265.7K0.02%+187+7.5%Added
Dai-Ichi Life Insurance Company, Ltd2,673$266.0K0.01%−13,000−82.9%Reduced
Gsa Capital Partners LLP2,703$269.0K0.02%+2,703New
Kovack Advisors, Inc.2,708$269.3K0.03%−662−19.6%Reduced
Clear Harbor Asset Management, LLC2,725$271.0K0.03%00.0%Unchanged
Clarius Group, LLC2,743$272.8K0.02%+2,743New
AlTi Global, Inc.2,751$273.6K0.01%+2,751New
Sigma Planning Corp2,777$276.2K0.02%−7,228−72.2%Reduced
Cornerstone Wealth Management, LLC2,817$280.2K0.02%+4+0.1%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,818$280.3K0.02%−279−9.0%Reduced
MMBG Investment Advisors Co.2,860$284.4K0.03%00.0%Unchanged
CIBC Private Wealth Group, LLC2,868$285.2K0.00%−479−14.3%Reduced
Apollon Wealth Management, LLC2,870$285.4K0.01%−3,388−54.1%Reduced
Steel Peak Wealth Management LLC2,888$287.2K0.02%−323−10.1%Reduced
Synovus Financial Corp2,894$287.8K0.00%+2,894New
Vantage Consulting Group Inc2,912$289.6K0.19%+757+35.1%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,915$289.9K0.13%+2,915New
HB Wealth Management, LLC2,931$291.5K0.00%−261−8.2%Reduced
Brinker Capital Investments, LLC2,538$293.0K0.00%−1,939−43.3%Reduced
Orion Portfolio Solutions, LLC2,538$293.0K0.00%−1,939−43.3%Reduced
One Capital Management, LLC2,983$296.7K0.01%−827−21.7%Reduced
CV Advisors LLC2,991$297.5K0.21%00.0%Unchanged
Aquila Investment Management LLC3,000$298.4K0.26%+3,000New
Harbor Advisors LLC3,000$298.4K0.06%+3,000New
Founders Capital Management, LLC3,020$300.3K0.06%00.0%Unchanged
Wealthspire Advisors, LLC3,028$301.1K0.00%−261−7.9%Reduced
Carl P. Sherr & Co., LLC3,043$302.6K0.18%−235−7.2%Reduced
Savant Capital, LLC3,044$302.7K0.00%−290−8.7%Reduced
Lake Street Advisors Group, LLC3,078$306.1K0.02%+3,078New
Oracle Alpha Inc.3,089$307.2K0.40%+3,089New
Silvercrest Asset Management Group LLC3,124$310.7K0.00%+840+36.8%Added
Gerber Kawasaki Wealth & Investment Management3,129$311.2K0.02%+4+0.1%Added
Redwood Wealth Management Group, LLC3,132$311.5K0.35%+425+15.7%Added
Kinneret Advisory, LLC3,143$312.6K0.03%+3,143New
UniSuper Management Pty Ltd3,227$320.9K0.00%−1,762−35.3%Reduced
Hennion & Walsh Asset Management, Inc.3,245$322.7K0.02%−77−2.3%Reduced
We Are One Seven, LLC3,254$323.6K0.02%+1,495+85.0%Added
Global Retirement Partners, LLC3,184$325.3K0.01%+327+11.4%Added
Avantax Advisory Services, Inc.3,285$326.7K0.00%−2,592−44.1%Reduced
NorthRock Partners, LLC3,287$326.9K0.01%+3,287New
Heritage Investors Management Corp3,285$327.0K0.01%−1,850−36.0%Reduced
GSB Wealth Management, LLC3,292$327.4K0.10%+3,292New
Boston Private Wealth LLC3,323$330.5K0.01%+3,323New
Stephens Inc3,328$331.0K0.01%−208−5.9%Reduced
NVWM, LLC3,338$332.0K0.10%−306−8.4%Reduced
Merit Financial Group, LLC3,341$332.3K0.01%−789−19.1%Reduced
Harvest Fund Management Co., Ltd3,387$333.0K0.05%+356+11.7%Added
Sawtooth Solutions, LLC3,349$333.1K0.01%−1,062−24.1%Reduced
Bleakley Financial Group, LLC3,349$333.1K0.01%−1,062−24.1%Reduced
Empowered Funds, LLC3,372$335.3K0.01%+611+22.1%Added
Proficio Capital Partners LLC3,394$337.5K0.04%−3−0.1%Reduced
Left Brain Wealth Management, LLC3,401$338.2K0.20%−144−4.1%Reduced
Symmetry Partners, LLC3,474$343.0K0.02%−637−15.5%Reduced
Wetherby Asset Management Inc3,458$343.9K0.02%−1,834−34.7%Reduced
Wetzel Investment Advisors, Inc.3,490$347.0K0.21%+3,490New
Cigna Investments Inc3,497$348.0K0.07%−79−2.2%Reduced
Beacon Investment Advisory Services, Inc.3,505$348.6K0.02%−1,484−29.7%Reduced
Capstone Triton Financial Group, LLC3,532$351.3K0.26%−2,081−37.1%Reduced
Dearborn Partners LLC3,550$353.0K0.01%+3,550New
Abbrea Capital, LLC3,560$354.0K0.05%+1,275+55.8%Added
River & Mercantile Asset Management LLP3,576$355.7K0.07%−2,126−37.3%Reduced
Signaturefd, LLC3,581$356.1K0.01%−502−12.3%Reduced
Prospera Financial Services Inc3,635$361.5K0.01%−829−18.6%Reduced