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 |
|---|---|---|---|---|---|
| Outfitter Financial LLC | 7,850 | $780.7K | 0.68% | +7,850 | New |
| Stevard, LLC | 7,851 | $780.8K | 0.77% | −89−1.1% | Reduced |
| Capstone Investment Advisors, LLC | 7,906 | $786.3K | 0.01% | −46,956−85.6% | Reduced |
| Boothbay Fund Management, LLC | 8,140 | $809.5K | 0.03% | +8,140 | New |
| Money Concepts Capital Corp | 8,204 | $815.9K | 0.08% | +8,204 | New |
| National Asset Management, Inc. | 8,322 | $827.6K | 0.02% | −1,549−15.7% | Reduced |
| Knuff & Co LLC | 8,380 | $833.4K | 0.30% | −12,417−59.7% | Reduced |
| FJ Investments, LLC | 8,500 | $845.3K | 0.04% | +8,500 | New |
| Public Sector Pension Investment Board | 8,523 | $847.6K | 0.01% | −26,946−76.0% | Reduced |
| Empirical Finance, LLC | 8,576 | $852.9K | 0.06% | +190+2.3% | Added |
| Eqis Capital Management, Inc. | 8,612 | $856.4K | 0.07% | +351+4.2% | Added |
| Ieq Capital, LLC | 8,693 | $864.5K | 0.01% | +3,326+62.0% | Added |
| United Capital Financial Advisers, LLC | 8,780 | $873.2K | 0.01% | +3,052+53.3% | Added |
| Panagora Asset Management Inc | 8,786 | $873.8K | 0.00% | −1,730−16.5% | Reduced |
| Patten & Patten Inc | 8,823 | $877.4K | 0.07% | +235+2.7% | Added |
| New Insight Wealth Advisors | 8,837 | $878.8K | 0.59% | +8,837 | New |
| Cohen Capital Management, Inc. | 9,000 | $895.0K | 0.17% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 9,045 | $899.5K | 0.11% | −2,700−23.0% | Reduced |
| Cornerstone Advisors, LLC | 9,200 | $914.9K | 0.04% | −1,400−13.2% | Reduced |
| Everence Capital Management Inc | 9,330 | $928.0K | 0.07% | +1,170+14.3% | Added |
| Brandywine Managers, LLC | 9,510 | $945.8K | 1.04% | 00.0% | Unchanged |
| Broderick Brian C | 9,600 | $954.7K | 0.24% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9,678 | $962.5K | 0.02% | +1,885+24.2% | Added |
| Ethic Inc. | 9,793 | $973.9K | 0.03% | +419+4.5% | Added |
| Harbor Capital Advisors, Inc. | 9,842 | $978.8K | 0.19% | +4,118+71.9% | Added |
| Cetera Investment Advisers | 9,996 | $994.1K | 0.01% | −2,053−17.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,005 | $995.0K | 0.05% | +1,792+21.8% | Added |
| Prudential PLC | 10,019 | $996.4K | 0.01% | +10+0.1% | Added |
| Independent Financial Group, LLC | 10,342 | $1.03M | 0.05% | −882−7.9% | Reduced |
| Janney Montgomery Scott LLC | 10,370 | $1.03M | 0.00% | −4,076−28.2% | Reduced |
| Capital Counsel LLC | 10,401 | $1.03M | 0.05% | −170−1.6% | Reduced |
| Central Trust Co | 10,403 | $1.03M | 0.03% | −2,492−19.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,427 | $1.04M | 0.00% | +427+4.3% | Added |
| Motley Fool Asset Management LLC | 10,486 | $1.04M | 0.08% | +684+7.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,500 | $1.04M | 0.03% | +49+0.5% | Added |
| Legato Capital Management LLC | 10,885 | $1.08M | 0.14% | 00.0% | Unchanged |
| Rathbone Brothers plc | 10,901 | $1.08M | 0.01% | +1,371+14.4% | Added |
| McAdam, LLC | 10,997 | $1.09M | 0.08% | +2,529+29.9% | Added |
| LM Advisors LLC | 11,052 | $1.10M | 0.22% | +11,052 | New |
| Edgestream Partners, L.P. | 11,088 | $1.10M | 0.08% | +11,088 | New |
| Old Port Advisors | 11,161 | $1.11M | 0.37% | −1,259−10.1% | Reduced |
| Dana Investment Advisors, Inc. | 11,312 | $1.12M | 0.05% | +7,453+193.1% | Added |
| AustralianSuper Pty Ltd | 11,423 | $1.14M | 0.01% | −40,587−78.0% | Reduced |
| Beacon Pointe Advisors, LLC | 11,561 | $1.15M | 0.01% | −2,295−16.6% | Reduced |
| Green Alpha Advisors, LLC | 11,598 | $1.15M | 0.83% | −133−1.1% | Reduced |
| Arkadios Wealth Advisors | 11,738 | $1.17M | 0.10% | −751−6.0% | Reduced |
| Princeton Capital Management LLC | 11,755 | $1.17M | 0.47% | −2,816−19.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,818 | $1.18M | 0.08% | +348+3.0% | Added |
| Prime Capital Investment Advisors, LLC | 12,252 | $1.22M | 0.02% | −5,021−29.1% | Reduced |
| E Fund Management Co., Ltd. | 12,298 | $1.22M | 0.08% | +3,121+34.0% | Added |
| Metis Global Partners, LLC | 12,382 | $1.23M | 0.05% | −3,082−19.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,453 | $1.24M | 0.00% | −2,693−17.8% | Reduced |
| Toroso Investments, LLC | 12,474 | $1.24M | 0.03% | −332−2.6% | Reduced |
| GWM Advisors LLC | 12,318 | $1.25M | 0.01% | +6,172+100.4% | Added |
| Advisory Services Network, LLC | 12,715 | $1.26M | 0.03% | +5,667+80.4% | Added |
| Scotia Capital Inc. | 12,768 | $1.27M | 0.01% | −769−5.7% | Reduced |
| Captrust Financial Advisors | 12,876 | $1.28M | 0.00% | −599−4.4% | Reduced |
| Colony Group, LLC | 13,200 | $1.31M | 0.02% | +13,200 | New |
| Exchange Traded Concepts, LLC | 13,380 | $1.33M | 0.04% | +659+5.2% | Added |
| Metropolitan Life Insurance Co | 13,501 | $1.34M | 0.06% | −198−1.4% | Reduced |
| Ossiam | 13,657 | $1.36M | 0.02% | +55+0.4% | Added |
| Ontario Teachers Pension Plan Board | 13,657 | $1.36M | 0.01% | +13,657 | New |
| Thrivent Financial for Lutherans | 13,792 | $1.37M | 0.00% | −126−0.9% | Reduced |
| Jump Financial, LLC | 13,835 | $1.38M | 0.04% | +11,080+402.2% | Added |
| Reynders McVeigh Capital Management, LLC | 13,963 | $1.39M | 0.09% | +3,588+34.6% | Added |
| TT International Asset Management LTD | 14,000 | $1.39M | 0.18% | +6,000+75.0% | Added |
| Kestra Advisory Services, LLC | 14,044 | $1.40M | 0.01% | −7,284−34.2% | Reduced |
| Eastern Bank | 14,194 | $1.41M | 0.06% | −175−1.2% | Reduced |
| AIA Group Ltd | 14,264 | $1.42M | 0.06% | +365+2.6% | Added |
| Marex Group plc | 14,290 | $1.42M | 0.06% | +5,825+68.8% | Added |
| Norinchukin Bank, The | 14,322 | $1.42M | 0.03% | −1,086−7.0% | Reduced |
| Lipe & Dalton | 14,362 | $1.43M | 0.77% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 14,359 | $1.43M | 0.02% | −289−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 14,524 | $1.44M | 0.03% | −273−1.8% | Reduced |
| Strategic Investment Advisors | 14,587 | $1.45M | 0.21% | +8,208+128.7% | Added |
| Private Advisor Group, LLC | 14,594 | $1.45M | 0.01% | +1,261+9.5% | Added |
| Manhattan West Asset Management, LLC | 14,658 | $1.46M | 0.41% | −2,690−15.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,696 | $1.46M | 0.01% | −3,323−18.4% | Reduced |
| HAP Trading, LLC | 14,736 | $1.47M | 0.43% | −9,384−38.9% | Reduced |
| Ameritas Investment Partners, Inc. | 14,880 | $1.48M | 0.05% | +422+2.9% | Added |
| Woodmont Investment Counsel LLC | 15,066 | $1.50M | 0.14% | +5,766+62.0% | Added |
| Belpointe Asset Management LLC | 15,265 | $1.52M | 0.13% | +7,685+101.4% | Added |
| M&T Bank Corp | 15,360 | $1.53M | 0.01% | −12,059−44.0% | Reduced |
| Pathstone Holdings, LLC | 15,363 | $1.53M | 0.01% | +15,363 | New |
| Hennessy Advisors Inc | 15,400 | $1.53M | 0.08% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 15,455 | $1.54M | 0.05% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 14,033 | $1.58M | 0.32% | +266+1.9% | Added |
| Legacy Private Trust Co. | 15,925 | $1.58M | 0.13% | +10,865+214.7% | Added |
| Cresset Asset Management, LLC | 16,029 | $1.59M | 0.01% | +1,027+6.8% | Added |
| Sectoral Asset Management Inc | 16,100 | $1.60M | 0.69% | +1,100+7.3% | Added |
| JustInvest LLC | 16,142 | $1.61M | 0.04% | +1,820+12.7% | Added |
| Nomura Holdings Inc | 16,339 | $1.62M | 0.01% | −5,298−24.5% | Reduced |
| Vista Investment Partners LLC | 16,464 | $1.64M | 0.60% | +16,464 | New |
| Walleye Trading LLC | 16,478 | $1.64M | 0.02% | −42,483−72.1% | Reduced |
| Employees Retirement System of Texas | 16,729 | $1.66M | 0.02% | +16,729 | New |
| Verition Fund Management LLC | 16,942 | $1.68M | 0.02% | +16,942 | New |
| New Mexico Educational Retirement Board | 17,100 | $1.70M | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 17,195 | $1.71M | 0.03% | +4,572+36.2% | Added |
| Sofos Investments, Inc. | 17,243 | $1.71M | 0.48% | −143,396−89.3% | Reduced |
| EFG Asset Management (North America) Corp. | 17,872 | $1.78M | 0.34% | +2,818+18.7% | Added |