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 |
|---|---|---|---|---|---|
| John G Ullman & Associates Inc | 3,650 | $363.0K | 0.06% | −37,949−91.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,700 | $368.0K | 0.04% | +314+9.3% | Added |
| Park Avenue Securities LLC | 3,705 | $368.0K | 0.01% | −1,770−32.3% | Reduced |
| Perkins Capital Management Inc | 3,700 | $368.0K | 0.31% | +3,700 | New |
| Veriti Management LLC | 3,736 | $371.5K | 0.03% | +3,736 | New |
| National Philanthropic Trust | 3,745 | $372.4K | 0.01% | +3,745 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,750 | $372.9K | 0.02% | +140+3.9% | Added |
| Capital International Sarl | 3,767 | $374.6K | 0.01% | −8,605−69.6% | Reduced |
| Parallel Advisors, LLC | 3,788 | $376.7K | 0.01% | −1,922−33.7% | Reduced |
| Virtus ETF Advisers LLC | 3,799 | $377.8K | 0.24% | +1,385+57.4% | Added |
| Westpac Banking Corp | 3,805 | $378.4K | 0.03% | +476+14.3% | Added |
| Trust Asset Management LLC | 3,828 | $380.7K | 0.04% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,853 | $383.2K | 0.03% | +3,853 | New |
| Graham Capital Management, L.P. | 3,878 | $385.7K | 0.01% | +3,878 | New |
| International Assets Investment Management, LLC | 3,898 | $387.7K | 0.05% | −1,950−33.3% | Reduced |
| Cubic Asset Management, LLC | 3,925 | $390.3K | 0.10% | +700+21.7% | Added |
| Granite Bay Wealth Management, LLC | 4,413 | $394.0K | 0.00% | −11,400−72.1% | Reduced |
| Alpha Family Trust | 3,990 | $396.8K | 0.27% | +1,640+69.8% | Added |
| Stratos Wealth Advisors, LLC | 4,003 | $398.2K | 0.02% | +978+32.3% | Added |
| Abundance Wealth Counselors | 4,028 | $401.0K | 0.10% | +42+1.1% | Added |
| Baader Bank INC | 4,387 | $407.1K | 0.03% | −1,244−22.1% | Reduced |
| Financial Advisors Network, Inc. | 4,094 | $407.1K | 0.08% | +1,863+83.5% | Added |
| AE Wealth Management LLC | 4,117 | $419.2K | 0.00% | −1,030−20.0% | Reduced |
| Chelsea Counsel Co | 4,232 | $420.9K | 0.22% | −1,550−26.8% | Reduced |
| Connectus Wealth, LLC | 4,237 | $421.4K | 0.01% | +2,016+90.8% | Added |
| Cetera Advisors LLC | 4,250 | $422.7K | 0.01% | −1,184−21.8% | Reduced |
| Carr Financial Group Corp | 4,309 | $428.5K | 0.16% | 00.0% | Unchanged |
| GFG Capital, LLC | 4,340 | $431.6K | 0.12% | +1,600+58.4% | Added |
| Flagship Harbor Advisors, LLC | 4,412 | $438.8K | 0.03% | −125−2.8% | Reduced |
| Diversified Trust Co | 4,487 | $446.2K | 0.02% | +4,487 | New |
| Tiaa Trust, National Association | 4,491 | $446.6K | 0.00% | +102+2.3% | Added |
| Caas Capital Management LP | 4,500 | $447.5K | 0.42% | +4,500 | New |
| Horizon Investments, LLC | 4,545 | $452.0K | 0.01% | +2,113+86.9% | Added |
| Valeo Financial Advisors, LLC | 4,557 | $453.2K | 0.02% | −116−2.5% | Reduced |
| Acadian Asset Management LLC | 4,603 | $457.0K | 0.00% | +3,881+537.5% | Added |
| MAI Capital Management | 4,755 | $472.9K | 0.01% | +1,244+35.4% | Added |
| Reik & Co., LLC | 4,780 | $475.4K | 0.13% | 00.0% | Unchanged |
| Center For Asset Management LLC | 4,924 | $489.7K | 0.45% | +4,924 | New |
| HighPoint Advisor Group LLC | 4,444 | $491.0K | 0.04% | +4,444 | New |
| Ground Swell Capital, LLC | 4,944 | $491.7K | 1.81% | +4,944 | New |
| Wealthfront Advisers LLC | 4,999 | $497.1K | 0.00% | +4,999 | New |
| Hudson Bay Capital Management LP | 5,000 | $497.3K | 0.00% | −10,000−66.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 5,050 | $502.0K | 0.19% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 5,057 | $503.0K | 0.02% | +2,528+100.0% | Added |
| Linden Thomas Advisory Services, LLC | 5,073 | $504.5K | 0.09% | +256+5.3% | Added |
| Kestra Private Wealth Services, LLC | 5,090 | $506.2K | 0.01% | −177−3.4% | Reduced |
| Inspire Trust Co, N.A. | 5,125 | $509.7K | 0.53% | +5,125 | New |
| Emerald Advisers, LLC | 5,136 | $510.8K | 0.02% | +2,615+103.7% | Added |
| Stratos Wealth Partners, LTD. | 5,145 | $511.7K | 0.01% | −1,126−18.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 5,178 | $515.0K | 0.32% | +1,533+42.1% | Added |
| Commerce Bank | 5,261 | $523.2K | 0.00% | −326−5.8% | Reduced |
| Fifth Third Bancorp | 5,266 | $523.7K | 0.00% | −4,309−45.0% | Reduced |
| Integrated Wealth Concepts LLC | 5,400 | $537.0K | 0.01% | −898−14.3% | Reduced |
| Nemes Rush Group LLC | 5,437 | $540.7K | 0.09% | −3,385−38.4% | Reduced |
| Lazard Asset Management LLC | 5,608 | $556.0K | 0.00% | −2,409−30.0% | Reduced |
| Claro Advisors LLC | 5,612 | $558.1K | 0.12% | +3,333+146.2% | Added |
| Cerity Partners LLC | 5,626 | $560.0K | 0.00% | +2,903+106.6% | Added |
| Equitable Trust Co | 5,632 | $560.1K | 0.04% | −601−9.6% | Reduced |
| GAM Holding AG | 5,706 | $567.4K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,763 | $573.1K | 0.00% | −379−6.2% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 5,784 | $575.0K | 0.23% | −4,015−41.0% | Reduced |
| Wellington Shields & Co., LLC | 5,806 | $577.4K | 0.21% | −820−12.4% | Reduced |
| Wedbush Securities Inc | 5,879 | $585.0K | 0.03% | +241+4.3% | Added |
| Shorepoint Capital Partners LLC | 5,888 | $585.6K | 0.16% | −93−1.6% | Reduced |
| Wade G W & Inc | 5,943 | $591.0K | 0.02% | −571−8.8% | Reduced |
| Ramiah Investment Group | 5,949 | $591.6K | 0.56% | +1,072+22.0% | Added |
| Assenagon Asset Management S.A. | 5,979 | $594.6K | 0.00% | −1,083−15.3% | Reduced |
| Focus Financial Network Inc | 5,997 | $596.4K | 0.02% | +5,997 | New |
| Bristlecone Advisors, LLC | 5,999 | $596.6K | 0.06% | +153+2.6% | Added |
| Advanced Portfolio Management, LLC | 6,014 | $598.1K | 0.63% | +6,014 | New |
| Hemenway Trust Co LLC | 6,030 | $599.7K | 0.06% | +2,245+59.3% | Added |
| Newlands Management Operations LLC | 6,053 | $602.0K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6,142 | $611.2K | 0.01% | +1,401+29.6% | Added |
| Steward Partners Investment Advisory, LLC | 6,495 | $645.9K | 0.01% | +1,258+24.0% | Added |
| TD Waterhouse Canada Inc. | 5,806 | $647.4K | 0.01% | −735−11.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,526 | $649.0K | 0.07% | +1,906+41.3% | Added |
| Baird Financial Group, Inc. | 6,602 | $656.6K | 0.00% | −1,877−22.1% | Reduced |
| STF Management LP | 6,603 | $656.7K | 0.31% | +405+6.5% | Added |
| Hobbs Group Advisors, LLC | 6,674 | $663.8K | 0.30% | +6,674 | New |
| Ci Investments Inc. | 6,679 | $664.0K | 0.00% | −665−9.1% | Reduced |
| Profit Investment Management, LLC | 6,874 | $683.6K | 0.39% | −232−3.3% | Reduced |
| Vestcor Inc | 6,904 | $687.0K | 0.02% | −75−1.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,963 | $692.5K | 0.18% | −7,205−50.9% | Reduced |
| Bessemer Group Inc | 6,982 | $694.0K | 0.00% | +1,065+18.0% | Added |
| Corton Capital Inc. | 7,063 | $702.4K | 0.22% | +7,063 | New |
| Centaurus Financial, Inc. | 7,083 | $704.0K | 0.05% | +214+3.1% | Added |
| Degroof Petercam Asset Management | 7,147 | $710.8K | 0.01% | +7,147 | New |
| Sequoia Financial Advisors, LLC | 7,224 | $718.5K | 0.01% | +2,474+52.1% | Added |
| Atria Wealth Solutions, Inc. | 7,376 | $733.5K | 0.01% | −83−1.1% | Reduced |
| Stevens Capital Management LP | 7,426 | $739.0K | 0.18% | −28,660−79.4% | Reduced |
| Bamco Inc | 7,500 | $745.9K | 0.00% | −419,369−98.2% | Reduced |
| Harbor Investment Advisory, LLC | 7,513 | $747.2K | 0.09% | −1,118−13.0% | Reduced |
| Washington Trust Co | 7,561 | $751.9K | 0.03% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 7,568 | $752.6K | 0.02% | +7,568 | New |
| Humankind Investments LLC | 7,636 | $759.4K | 0.23% | +1,882+32.7% | Added |
| DMG Group, LLC | 7,716 | $767.4K | 0.73% | +927+13.7% | Added |
| O'Shaughnessy Asset Management, LLC | 7,721 | $767.9K | 0.01% | +57+0.7% | Added |
| SeaCrest Wealth Management, LLC | 6,969 | $774.4K | 0.10% | +1,993+40.1% | Added |
| Great Valley Advisor Group, Inc. | 7,791 | $774.8K | 0.03% | −503−6.1% | Reduced |
| Moloney Securities Asset Management, LLC | 7,811 | $776.8K | 0.12% | +1,850+31.0% | Added |