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 |
|---|---|---|---|---|---|
| RPg Family Wealth Advisory, LLC | 17,899 | $1.78M | 0.66% | +17,899 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,111 | $1.80M | 0.06% | −1,227−6.3% | Reduced |
| Siemens Fonds Invest GmbH | 18,959 | $1.89M | 0.15% | +1,746+10.1% | Added |
| US Bancorp | 19,336 | $1.92M | 0.00% | −1,046−5.1% | Reduced |
| Two Sigma Investments, LP | 19,377 | $1.93M | 0.00% | +19,377 | New |
| Cubist Systematic Strategies, LLC | 19,541 | $1.94M | 0.02% | +19,541 | New |
| Quantinno Capital Management LP | 19,564 | $1.95M | 0.07% | +15,673+402.8% | Added |
| Truist Financial Corp | 19,714 | $1.96M | 0.00% | −156−0.8% | Reduced |
| Concorde Financial Corp | 20,135 | $2.00M | 1.37% | +20,135 | New |
| NEOS Investment Management LLC | 20,161 | $2.01M | 0.19% | +4,049+25.1% | Added |
| Securian Asset Management, Inc | 20,950 | $2.08M | 0.06% | −2,730−11.5% | Reduced |
| Neumann Advisory Hong Kong Ltd | 22,107 | $2.20M | 0.84% | 00.0% | Unchanged |
| Hartford Investment Management Co | 22,360 | $2.22M | 0.08% | −213−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,181 | $2.31M | 0.01% | −6,329−21.4% | Reduced |
| Mariner, LLC | 23,332 | $2.32M | 0.01% | +3,090+15.3% | Added |
| Nisa Investment Advisors, LLC | 23,571 | $2.34M | 0.02% | −27,949−54.2% | Reduced |
| CI Private Wealth, LLC | 23,682 | $2.36M | 0.00% | +2,855+13.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23,698 | $2.36M | 0.01% | −1,022−4.1% | Reduced |
| Slow Capital, Inc. | 24,365 | $2.42M | 0.42% | +3,816+18.6% | Added |
| Ikarian Capital, LLC | 24,546 | $2.44M | 0.67% | +24,546 | New |
| Natixis Advisors, L.P. | 24,612 | $2.45M | 0.01% | +4,688+23.5% | Added |
| Intech Investment Management LLC | 25,196 | $2.51M | 0.04% | −77,684−75.5% | Reduced |
| Maryland State Retirement & Pension System | 25,683 | $2.55M | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 25,933 | $2.58M | 0.05% | +325+1.3% | Added |
| Man Group plc | 26,223 | $2.61M | 0.01% | – | – |
| Kentucky Retirement Systems | 26,541 | $2.64M | 0.08% | +852+3.3% | Added |
| Gulf International Bank (UK) Ltd | 26,586 | $2.64M | 0.07% | −3,336−11.1% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 32,339 | $2.66M | 3.06% | +144+0.4% | Added |
| ARS Investment Partners, LLC | 26,887 | $2.67M | 0.30% | −43,363−61.7% | Reduced |
| The PNC Financial Services Group, Inc. | 26,890 | $2.67M | 0.00% | −809−2.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 27,000 | $2.69M | 0.34% | −14,000−34.1% | Reduced |
| Parus Finance (UK) Ltd | 27,078 | $2.69M | 1.40% | −316−1.2% | Reduced |
| Intrinsic Value Partners, LLC | 27,371 | $2.72M | 3.17% | +6,760+32.8% | Added |
| Achmea Investment Management B.V. | 27,763 | $2.76M | 0.06% | −1,175−4.1% | Reduced |
| Elo Mutual Pension Insurance Co | 28,350 | $2.82M | 0.08% | +1,230+4.5% | Added |
| CIBC World Markets Inc. | 28,392 | $2.82M | 0.01% | −35,335−55.4% | Reduced |
| Marathon Trading Investment Management LLC | 28,531 | $2.84M | 0.55% | +21,531+307.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,969 | $2.88M | 0.04% | +306+1.1% | Added |
| Groupama Asset Managment | 28,973 | $2.88M | 0.08% | +28,973 | New |
| Richard P Slaughter Associates Inc | 30,003 | $2.98M | 0.74% | +10,036+50.3% | Added |
| Capital Group Private Client Services, Inc. | 30,359 | $3.02M | 0.03% | −3,096−9.3% | Reduced |
| Cetera Advisor Networks LLC | 30,536 | $3.04M | 0.02% | +9,016+41.9% | Added |
| Franklin Resources Inc | 30,881 | $3.07M | 0.00% | −566−1.8% | Reduced |
| Nordea Investment Management AB | 31,231 | $3.08M | 0.00% | −6,940−18.2% | Reduced |
| Apeiron Capital Ltd | 31,200 | $3.10M | 4.56% | +15,300+96.2% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 31,249 | $3.11M | 1.06% | +31,249 | New |
| Federation des caisses Desjardins du Quebec | 31,592 | $3.14M | 0.03% | −358−1.1% | Reduced |
| Oppenheimer & Co Inc | 32,091 | $3.19M | 0.06% | −12,611−28.2% | Reduced |
| Schroder Investment Management Group | 32,111 | $3.19M | 0.00% | −8,867−21.6% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 32,188 | $3.20M | 0.63% | 00.0% | Unchanged |
| Swedbank AB | 32,380 | $3.22M | 0.01% | +1,949+6.4% | Added |
| Banque Cantonale Vaudoise | 32,424 | $3.23M | 0.14% | −3,565−9.9% | Reduced |
| Laurion Capital Management LP | 32,800 | $3.26M | 0.12% | +32,800 | New |
| D.A. Davidson & Co. | 33,101 | $3.29M | 0.03% | +22,988+227.3% | Added |
| iA Global Asset Management Inc. | 34,291 | $3.41M | 0.08% | +2,568+8.1% | Added |
| Kovitz Investment Group Partners, LLC | 34,439 | $3.42M | 0.06% | −3,605−9.5% | Reduced |
| Two Sigma Advisers, LP | 34,800 | $3.46M | 0.01% | +34,800 | New |
| Blair William & Co | 34,916 | $3.47M | 0.01% | −6,369−15.4% | Reduced |
| Bridgeway Capital Management, LLC | 35,100 | $3.49M | 0.07% | −17,800−33.6% | Reduced |
| Mercer Global Advisors Inc | 36,314 | $3.61M | 0.01% | −1,495−4.0% | Reduced |
| MML Investors Services, LLC | 36,406 | $3.62M | 0.02% | +7,684+26.8% | Added |
| PDT Partners, LLC | 37,200 | $3.70M | 0.41% | +25,490+217.7% | Added |
| British Columbia Investment Management Corp | 37,240 | $3.70M | 0.03% | +7,772+26.4% | Added |
| Macquarie Group Ltd | 38,070 | $3.79M | 0.00% | +4,648+13.9% | Added |
| Yousif Capital Management, LLC | 39,300 | $3.91M | 0.05% | −4,130−9.5% | Reduced |
| Moors & Cabot, Inc. | 40,050 | $3.98M | 0.25% | +12,149+43.5% | Added |
| SG Americas Securities, LLC | 40,501 | $4.03M | 0.04% | −172,166−81.0% | Reduced |
| Factory Mutual Insurance Co | 41,000 | $4.08M | 0.05% | 00.0% | Unchanged |
| Xponance, Inc. | 42,409 | $4.22M | 0.05% | +2,489+6.2% | Added |
| Illinois Municipal Retirement Fund | 42,431 | $4.22M | 0.07% | −29,596−41.1% | Reduced |
| Envestnet Asset Management Inc | 43,657 | $4.34M | 0.00% | −8,496−16.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 44,245 | $4.40M | 0.01% | −4,850−9.9% | Reduced |
| Mutual of America Capital Management LLC | 44,357 | $4.41M | 0.05% | −1,948−4.2% | Reduced |
| Nissay Asset Management Corp | 44,782 | $4.45M | 0.04% | +4,814+12.0% | Added |
| Pacer Advisors, Inc. | 45,392 | $4.51M | 0.01% | −7,951−14.9% | Reduced |
| Janus Henderson Group PLC | 45,533 | $4.53M | 0.00% | −386,480−89.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 45,655 | $4.54M | 0.88% | +33,665+280.8% | Added |
| Bank of Nova Scotia | 45,800 | $4.55M | 0.01% | +18,574+68.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 46,037 | $4.58M | 0.91% | −75−0.2% | Reduced |
| Comerica Bank | 46,742 | $4.65M | 0.02% | −577−1.2% | Reduced |
| Sycomore Asset Management | 46,332 | $4.67M | 1.00% | +46,332 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 48,030 | $4.78M | 0.06% | −3,000−5.9% | Reduced |
| New York Life Investment Management LLC | 48,109 | $4.78M | 0.05% | +67+0.1% | Added |
| Creative Planning | 48,155 | $4.79M | 0.01% | −30,017−38.4% | Reduced |
| Daiwa Securities Group Inc. | 48,900 | $4.86M | 0.03% | +2,476+5.3% | Added |
| Public Employees Retirement Association of Colorado | 48,967 | $4.87M | 0.02% | −1,600−3.2% | Reduced |
| Privium Fund Management B.V. | 43,861 | $4.93M | 1.37% | 00.0% | Unchanged |
| Natixis | 49,769 | $4.95M | 0.04% | +46,649+1,495.2% | Added |
| Louisiana State Employees Retirement System | 50,400 | $5.01M | 0.10% | −200−0.4% | Reduced |
| Leonteq Securities AG | 50,626 | $5.03M | 0.65% | −37,360−42.5% | Reduced |
| Vontobel Holding Ltd. | 51,020 | $5.07M | 0.04% | +3,904+8.3% | Added |
| Swiss Life Asset Management Ltd | 51,713 | $5.15M | 0.06% | +22,127+74.8% | Added |
| Profund Advisors LLC | 52,933 | $5.26M | 0.23% | +10,149+23.7% | Added |
| Caisse de Depot Et Placement du Quebec | 54,283 | $5.40M | 0.01% | −25,088−31.6% | Reduced |
| Group One Trading, L.P. | 54,833 | $5.45M | 0.17% | −33,330−37.8% | Reduced |
| Pinebridge Investments, L.P. | 56,993 | $5.67M | 0.05% | +10,502+22.6% | Added |
| HighTower Advisors, LLC | 57,836 | $5.67M | 0.01% | −1,493−2.5% | Reduced |
| Erste Asset Management GmbH | 57,800 | $5.71M | 0.08% | 00.0% | Unchanged |
| Utah Retirement Systems | 57,582 | $5.73M | 0.07% | +300+0.5% | Added |
| Czech National Bank | 58,098 | $5.78M | 0.08% | +226+0.4% | Added |