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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 48,967 | $4.87M | 0.02% | −1,600−3.2% | Reduced |
| Daiwa Securities Group Inc. | 48,900 | $4.86M | 0.03% | +2,476+5.3% | Added |
| Creative Planning | 48,155 | $4.79M | 0.01% | −30,017−38.4% | Reduced |
| New York Life Investment Management LLC | 48,109 | $4.78M | 0.05% | +67+0.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 48,030 | $4.78M | 0.06% | −3,000−5.9% | Reduced |
| Sycomore Asset Management | 46,332 | $4.67M | 1.00% | +46,332 | New |
| Comerica Bank | 46,742 | $4.65M | 0.02% | −577−1.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 46,037 | $4.58M | 0.91% | −75−0.2% | Reduced |
| Bank of Nova Scotia | 45,800 | $4.55M | 0.01% | +18,574+68.2% | Added |
| China Universal Asset Management Co., Ltd. | 45,655 | $4.54M | 0.88% | +33,665+280.8% | Added |
| Janus Henderson Group PLC | 45,533 | $4.53M | 0.00% | −386,480−89.5% | Reduced |
| Pacer Advisors, Inc. | 45,392 | $4.51M | 0.01% | −7,951−14.9% | Reduced |
| Nissay Asset Management Corp | 44,782 | $4.45M | 0.04% | +4,814+12.0% | Added |
| Mutual of America Capital Management LLC | 44,357 | $4.41M | 0.05% | −1,948−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 44,245 | $4.40M | 0.01% | −4,850−9.9% | Reduced |
| Envestnet Asset Management Inc | 43,657 | $4.34M | 0.00% | −8,496−16.3% | Reduced |
| Illinois Municipal Retirement Fund | 42,431 | $4.22M | 0.07% | −29,596−41.1% | Reduced |
| Xponance, Inc. | 42,409 | $4.22M | 0.05% | +2,489+6.2% | Added |
| Factory Mutual Insurance Co | 41,000 | $4.08M | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 40,501 | $4.03M | 0.04% | −172,166−81.0% | Reduced |
| Moors & Cabot, Inc. | 40,050 | $3.98M | 0.25% | +12,149+43.5% | Added |
| Yousif Capital Management, LLC | 39,300 | $3.91M | 0.05% | −4,130−9.5% | Reduced |
| Macquarie Group Ltd | 38,070 | $3.79M | 0.00% | +4,648+13.9% | Added |
| British Columbia Investment Management Corp | 37,240 | $3.70M | 0.03% | +7,772+26.4% | Added |
| PDT Partners, LLC | 37,200 | $3.70M | 0.41% | +25,490+217.7% | Added |
| MML Investors Services, LLC | 36,406 | $3.62M | 0.02% | +7,684+26.8% | Added |
| Mercer Global Advisors Inc | 36,314 | $3.61M | 0.01% | −1,495−4.0% | Reduced |
| Bridgeway Capital Management, LLC | 35,100 | $3.49M | 0.07% | −17,800−33.6% | Reduced |
| Blair William & Co | 34,916 | $3.47M | 0.01% | −6,369−15.4% | Reduced |
| Two Sigma Advisers, LP | 34,800 | $3.46M | 0.01% | +34,800 | New |
| Kovitz Investment Group Partners, LLC | 34,439 | $3.42M | 0.06% | −3,605−9.5% | Reduced |
| iA Global Asset Management Inc. | 34,291 | $3.41M | 0.08% | +2,568+8.1% | Added |
| D.A. Davidson & Co. | 33,101 | $3.29M | 0.03% | +22,988+227.3% | Added |
| Laurion Capital Management LP | 32,800 | $3.26M | 0.12% | +32,800 | New |
| Banque Cantonale Vaudoise | 32,424 | $3.23M | 0.14% | −3,565−9.9% | Reduced |
| Swedbank AB | 32,380 | $3.22M | 0.01% | +1,949+6.4% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 32,188 | $3.20M | 0.63% | 00.0% | Unchanged |
| Schroder Investment Management Group | 32,111 | $3.19M | 0.00% | −8,867−21.6% | Reduced |
| Oppenheimer & Co Inc | 32,091 | $3.19M | 0.06% | −12,611−28.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 31,592 | $3.14M | 0.03% | −358−1.1% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 31,249 | $3.11M | 1.06% | +31,249 | New |
| Apeiron Capital Ltd | 31,200 | $3.10M | 4.56% | +15,300+96.2% | Added |
| Nordea Investment Management AB | 31,231 | $3.08M | 0.00% | −6,940−18.2% | Reduced |
| Franklin Resources Inc | 30,881 | $3.07M | 0.00% | −566−1.8% | Reduced |
| Cetera Advisor Networks LLC | 30,536 | $3.04M | 0.02% | +9,016+41.9% | Added |
| Capital Group Private Client Services, Inc. | 30,359 | $3.02M | 0.03% | −3,096−9.3% | Reduced |
| Richard P Slaughter Associates Inc | 30,003 | $2.98M | 0.74% | +10,036+50.3% | Added |
| Groupama Asset Managment | 28,973 | $2.88M | 0.08% | +28,973 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,969 | $2.88M | 0.04% | +306+1.1% | Added |
| Marathon Trading Investment Management LLC | 28,531 | $2.84M | 0.55% | +21,531+307.6% | Added |
| CIBC World Markets Inc. | 28,392 | $2.82M | 0.01% | −35,335−55.4% | Reduced |
| Elo Mutual Pension Insurance Co | 28,350 | $2.82M | 0.08% | +1,230+4.5% | Added |
| Achmea Investment Management B.V. | 27,763 | $2.76M | 0.06% | −1,175−4.1% | Reduced |
| Intrinsic Value Partners, LLC | 27,371 | $2.72M | 3.17% | +6,760+32.8% | Added |
| Parus Finance (UK) Ltd | 27,078 | $2.69M | 1.40% | −316−1.2% | Reduced |
| PKO Investment Management Joint-Stock Co | 27,000 | $2.69M | 0.34% | −14,000−34.1% | Reduced |
| The PNC Financial Services Group, Inc. | 26,890 | $2.67M | 0.00% | −809−2.9% | Reduced |
| ARS Investment Partners, LLC | 26,887 | $2.67M | 0.30% | −43,363−61.7% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 32,339 | $2.66M | 3.06% | +144+0.4% | Added |
| Gulf International Bank (UK) Ltd | 26,586 | $2.64M | 0.07% | −3,336−11.1% | Reduced |
| Kentucky Retirement Systems | 26,541 | $2.64M | 0.08% | +852+3.3% | Added |
| Man Group plc | 26,223 | $2.61M | 0.01% | – | – |
| Oregon Public Employees Retirement Fund | 25,933 | $2.58M | 0.05% | +325+1.3% | Added |
| Maryland State Retirement & Pension System | 25,683 | $2.55M | 0.05% | 00.0% | Unchanged |
| Intech Investment Management LLC | 25,196 | $2.51M | 0.04% | −77,684−75.5% | Reduced |
| Natixis Advisors, L.P. | 24,612 | $2.45M | 0.01% | +4,688+23.5% | Added |
| Ikarian Capital, LLC | 24,546 | $2.44M | 0.67% | +24,546 | New |
| Slow Capital, Inc. | 24,365 | $2.42M | 0.42% | +3,816+18.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23,698 | $2.36M | 0.01% | −1,022−4.1% | Reduced |
| CI Private Wealth, LLC | 23,682 | $2.36M | 0.00% | +2,855+13.7% | Added |
| Nisa Investment Advisors, LLC | 23,571 | $2.34M | 0.02% | −27,949−54.2% | Reduced |
| Mariner, LLC | 23,332 | $2.32M | 0.01% | +3,090+15.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,181 | $2.31M | 0.01% | −6,329−21.4% | Reduced |
| Hartford Investment Management Co | 22,360 | $2.22M | 0.08% | −213−0.9% | Reduced |
| Neumann Advisory Hong Kong Ltd | 22,107 | $2.20M | 0.84% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 20,950 | $2.08M | 0.06% | −2,730−11.5% | Reduced |
| NEOS Investment Management LLC | 20,161 | $2.01M | 0.19% | +4,049+25.1% | Added |
| Concorde Financial Corp | 20,135 | $2.00M | 1.37% | +20,135 | New |
| Truist Financial Corp | 19,714 | $1.96M | 0.00% | −156−0.8% | Reduced |
| Quantinno Capital Management LP | 19,564 | $1.95M | 0.07% | +15,673+402.8% | Added |
| Cubist Systematic Strategies, LLC | 19,541 | $1.94M | 0.02% | +19,541 | New |
| Two Sigma Investments, LP | 19,377 | $1.93M | 0.00% | +19,377 | New |
| US Bancorp | 19,336 | $1.92M | 0.00% | −1,046−5.1% | Reduced |
| Siemens Fonds Invest GmbH | 18,959 | $1.89M | 0.15% | +1,746+10.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,111 | $1.80M | 0.06% | −1,227−6.3% | Reduced |
| RPg Family Wealth Advisory, LLC | 17,899 | $1.78M | 0.66% | +17,899 | New |
| EFG Asset Management (North America) Corp. | 17,872 | $1.78M | 0.34% | +2,818+18.7% | Added |
| Sofos Investments, Inc. | 17,243 | $1.71M | 0.48% | −143,396−89.3% | Reduced |
| Bokf, NA | 17,195 | $1.71M | 0.03% | +4,572+36.2% | Added |
| New Mexico Educational Retirement Board | 17,100 | $1.70M | 0.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 16,942 | $1.68M | 0.02% | +16,942 | New |
| Employees Retirement System of Texas | 16,729 | $1.66M | 0.02% | +16,729 | New |
| Walleye Trading LLC | 16,478 | $1.64M | 0.02% | −42,483−72.1% | Reduced |
| Vista Investment Partners LLC | 16,464 | $1.64M | 0.60% | +16,464 | New |
| Nomura Holdings Inc | 16,339 | $1.62M | 0.01% | −5,298−24.5% | Reduced |
| JustInvest LLC | 16,142 | $1.61M | 0.04% | +1,820+12.7% | Added |
| Sectoral Asset Management Inc | 16,100 | $1.60M | 0.69% | +1,100+7.3% | Added |
| Cresset Asset Management, LLC | 16,029 | $1.59M | 0.01% | +1,027+6.8% | Added |
| Legacy Private Trust Co. | 15,925 | $1.58M | 0.13% | +10,865+214.7% | Added |
| 180 Wealth Advisors, LLC | 14,033 | $1.58M | 0.32% | +266+1.9% | Added |