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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| Heathbridge Capital Management Ltd. | 0 | $0 | 0.00% | −29,110−100.0% | Sold out |
| Biondo Investment Advisors, LLC | 0 | $0 | 0.00% | −27,105−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −25,294−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −24,453−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −23,061−100.0% | Sold out |
| Ayrshire Capital Management LLC | 0 | $0 | 0.00% | −19,855−100.0% | Sold out |
| Marietta Wealth Management, LLC | 0 | $0 | 0.00% | −19,616−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −15,604−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −13,919−100.0% | Sold out |
| Oak Associates, Ltd | 0 | $0 | 0.00% | −13,898−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −12,618−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −10,913−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −9,988−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −9,694−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −9,330−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −9,067−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,326−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −7,458−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −6,303−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −6,258−100.0% | Sold out |
| Congress Park Capital LLC | 0 | $0 | 0.00% | −6,240−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −5,769−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −5,516−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −5,520−100.0% | Sold out |
| Hongkou Capital LP | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Riverview Capital Advisers, LLC | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |
| Argus Investors' Counsel, Inc. | 0 | $0 | 0.00% | −5,103−100.0% | Sold out |
| Arbor Investment Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −4,989−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −4,953−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −4,736−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −4,346−100.0% | Sold out |
| Ramsay, Stattman, Vela & Price, Inc. | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −4,159−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −3,776−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −3,627−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,330−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,270−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,241−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −3,176−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −3,171−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −3,145−100.0% | Sold out |
| Warberg Asset Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −2,936−100.0% | Sold out |
| Compass Ion Advisors, LLC | 0 | $0 | 0.00% | −2,909−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −2,880−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −2,764−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −2,710−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −2,643−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −2,642−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −2,615−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −2,589−100.0% | Sold out |
| Norris Financial Group, LLC | 0 | $0 | 0.00% | −2,589−100.0% | Sold out |
| Himension Fund | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −2,408−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,359−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,316−100.0% | Sold out |
| Aberdeen Wealth Management LLC | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −2,210−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −2,176−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −2,122−100.0% | Sold out |
| Wealth Effects LLC | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −2,104−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −2,146−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −1,967−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,852−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −1,363−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Founders Capital Management | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Tanglewood Legacy Advisors, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |