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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 15,455 | $1.54M | 0.05% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 15,400 | $1.53M | 0.08% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 15,363 | $1.53M | 0.01% | +15,363 | New |
| M&T Bank Corp | 15,360 | $1.53M | 0.01% | −12,059−44.0% | Reduced |
| Belpointe Asset Management LLC | 15,265 | $1.52M | 0.13% | +7,685+101.4% | Added |
| Woodmont Investment Counsel LLC | 15,066 | $1.50M | 0.14% | +5,766+62.0% | Added |
| Ameritas Investment Partners, Inc. | 14,880 | $1.48M | 0.05% | +422+2.9% | Added |
| HAP Trading, LLC | 14,736 | $1.47M | 0.43% | −9,384−38.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,696 | $1.46M | 0.01% | −3,323−18.4% | Reduced |
| Manhattan West Asset Management, LLC | 14,658 | $1.46M | 0.41% | −2,690−15.5% | Reduced |
| Private Advisor Group, LLC | 14,594 | $1.45M | 0.01% | +1,261+9.5% | Added |
| Strategic Investment Advisors | 14,587 | $1.45M | 0.21% | +8,208+128.7% | Added |
| Crossmark Global Holdings, Inc. | 14,524 | $1.44M | 0.03% | −273−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,359 | $1.43M | 0.02% | −289−2.0% | Reduced |
| Lipe & Dalton | 14,362 | $1.43M | 0.77% | 00.0% | Unchanged |
| Norinchukin Bank, The | 14,322 | $1.42M | 0.03% | −1,086−7.0% | Reduced |
| Marex Group plc | 14,290 | $1.42M | 0.06% | +5,825+68.8% | Added |
| AIA Group Ltd | 14,264 | $1.42M | 0.06% | +365+2.6% | Added |
| Eastern Bank | 14,194 | $1.41M | 0.06% | −175−1.2% | Reduced |
| Kestra Advisory Services, LLC | 14,044 | $1.40M | 0.01% | −7,284−34.2% | Reduced |
| TT International Asset Management LTD | 14,000 | $1.39M | 0.18% | +6,000+75.0% | Added |
| Reynders McVeigh Capital Management, LLC | 13,963 | $1.39M | 0.09% | +3,588+34.6% | Added |
| Jump Financial, LLC | 13,835 | $1.38M | 0.04% | +11,080+402.2% | Added |
| Thrivent Financial for Lutherans | 13,792 | $1.37M | 0.00% | −126−0.9% | 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 |
| Metropolitan Life Insurance Co | 13,501 | $1.34M | 0.06% | −198−1.4% | Reduced |
| Exchange Traded Concepts, LLC | 13,380 | $1.33M | 0.04% | +659+5.2% | Added |
| Colony Group, LLC | 13,200 | $1.31M | 0.02% | +13,200 | New |
| Captrust Financial Advisors | 12,876 | $1.28M | 0.00% | −599−4.4% | Reduced |
| Scotia Capital Inc. | 12,768 | $1.27M | 0.01% | −769−5.7% | Reduced |
| Advisory Services Network, LLC | 12,715 | $1.26M | 0.03% | +5,667+80.4% | Added |
| GWM Advisors LLC | 12,318 | $1.25M | 0.01% | +6,172+100.4% | Added |
| Toroso Investments, LLC | 12,474 | $1.24M | 0.03% | −332−2.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,453 | $1.24M | 0.00% | −2,693−17.8% | Reduced |
| Metis Global Partners, LLC | 12,382 | $1.23M | 0.05% | −3,082−19.9% | Reduced |
| E Fund Management Co., Ltd. | 12,298 | $1.22M | 0.08% | +3,121+34.0% | Added |
| Prime Capital Investment Advisors, LLC | 12,252 | $1.22M | 0.02% | −5,021−29.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,818 | $1.18M | 0.08% | +348+3.0% | Added |
| Princeton Capital Management LLC | 11,755 | $1.17M | 0.47% | −2,816−19.3% | Reduced |
| Arkadios Wealth Advisors | 11,738 | $1.17M | 0.10% | −751−6.0% | Reduced |
| Green Alpha Advisors, LLC | 11,598 | $1.15M | 0.83% | −133−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 11,561 | $1.15M | 0.01% | −2,295−16.6% | Reduced |
| AustralianSuper Pty Ltd | 11,423 | $1.14M | 0.01% | −40,587−78.0% | Reduced |
| Dana Investment Advisors, Inc. | 11,312 | $1.12M | 0.05% | +7,453+193.1% | Added |
| Old Port Advisors | 11,161 | $1.11M | 0.37% | −1,259−10.1% | Reduced |
| Edgestream Partners, L.P. | 11,088 | $1.10M | 0.08% | +11,088 | New |
| LM Advisors LLC | 11,052 | $1.10M | 0.22% | +11,052 | New |
| McAdam, LLC | 10,997 | $1.09M | 0.08% | +2,529+29.9% | Added |
| Rathbone Brothers plc | 10,901 | $1.08M | 0.01% | +1,371+14.4% | Added |
| Legato Capital Management LLC | 10,885 | $1.08M | 0.14% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 10,500 | $1.04M | 0.03% | +49+0.5% | Added |
| Motley Fool Asset Management LLC | 10,486 | $1.04M | 0.08% | +684+7.0% | Added |
| Northwestern Mutual Wealth Management Co | 10,427 | $1.04M | 0.00% | +427+4.3% | Added |
| Central Trust Co | 10,403 | $1.03M | 0.03% | −2,492−19.3% | Reduced |
| Capital Counsel LLC | 10,401 | $1.03M | 0.05% | −170−1.6% | Reduced |
| Janney Montgomery Scott LLC | 10,370 | $1.03M | 0.00% | −4,076−28.2% | Reduced |
| Independent Financial Group, LLC | 10,342 | $1.03M | 0.05% | −882−7.9% | Reduced |
| Prudential PLC | 10,019 | $996.4K | 0.01% | +10+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 10,005 | $995.0K | 0.05% | +1,792+21.8% | Added |
| Cetera Investment Advisers | 9,996 | $994.1K | 0.01% | −2,053−17.0% | Reduced |
| Harbor Capital Advisors, Inc. | 9,842 | $978.8K | 0.19% | +4,118+71.9% | Added |
| Ethic Inc. | 9,793 | $973.9K | 0.03% | +419+4.5% | Added |
| Resources Investment Advisors, LLC. | 9,678 | $962.5K | 0.02% | +1,885+24.2% | Added |
| Broderick Brian C | 9,600 | $954.7K | 0.24% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 9,510 | $945.8K | 1.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,330 | $928.0K | 0.07% | +1,170+14.3% | Added |
| Cornerstone Advisors, LLC | 9,200 | $914.9K | 0.04% | −1,400−13.2% | Reduced |
| Royal Fund Management, LLC | 9,045 | $899.5K | 0.11% | −2,700−23.0% | Reduced |
| Cohen Capital Management, Inc. | 9,000 | $895.0K | 0.17% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 8,837 | $878.8K | 0.59% | +8,837 | New |
| Patten & Patten Inc | 8,823 | $877.4K | 0.07% | +235+2.7% | Added |
| Panagora Asset Management Inc | 8,786 | $873.8K | 0.00% | −1,730−16.5% | Reduced |
| United Capital Financial Advisers, LLC | 8,780 | $873.2K | 0.01% | +3,052+53.3% | Added |
| Ieq Capital, LLC | 8,693 | $864.5K | 0.01% | +3,326+62.0% | Added |
| Eqis Capital Management, Inc. | 8,612 | $856.4K | 0.07% | +351+4.2% | Added |
| Empirical Finance, LLC | 8,576 | $852.9K | 0.06% | +190+2.3% | Added |
| Public Sector Pension Investment Board | 8,523 | $847.6K | 0.01% | −26,946−76.0% | Reduced |
| FJ Investments, LLC | 8,500 | $845.3K | 0.04% | +8,500 | New |
| Knuff & Co LLC | 8,380 | $833.4K | 0.30% | −12,417−59.7% | Reduced |
| National Asset Management, Inc. | 8,322 | $827.6K | 0.02% | −1,549−15.7% | Reduced |
| Money Concepts Capital Corp | 8,204 | $815.9K | 0.08% | +8,204 | New |
| Boothbay Fund Management, LLC | 8,140 | $809.5K | 0.03% | +8,140 | New |
| Capstone Investment Advisors, LLC | 7,906 | $786.3K | 0.01% | −46,956−85.6% | Reduced |
| Stevard, LLC | 7,851 | $780.8K | 0.77% | −89−1.1% | Reduced |
| Outfitter Financial LLC | 7,850 | $780.7K | 0.68% | +7,850 | New |
| Moloney Securities Asset Management, LLC | 7,811 | $776.8K | 0.12% | +1,850+31.0% | Added |
| Great Valley Advisor Group, Inc. | 7,791 | $774.8K | 0.03% | −503−6.1% | Reduced |
| SeaCrest Wealth Management, LLC | 6,969 | $774.4K | 0.10% | +1,993+40.1% | Added |
| O'Shaughnessy Asset Management, LLC | 7,721 | $767.9K | 0.01% | +57+0.7% | Added |
| DMG Group, LLC | 7,716 | $767.4K | 0.73% | +927+13.7% | Added |
| Humankind Investments LLC | 7,636 | $759.4K | 0.23% | +1,882+32.7% | Added |
| Investment Management Corp of Ontario | 7,568 | $752.6K | 0.02% | +7,568 | New |
| Washington Trust Co | 7,561 | $751.9K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,513 | $747.2K | 0.09% | −1,118−13.0% | Reduced |
| Bamco Inc | 7,500 | $745.9K | 0.00% | −419,369−98.2% | Reduced |
| Stevens Capital Management LP | 7,426 | $739.0K | 0.18% | −28,660−79.4% | Reduced |
| Atria Wealth Solutions, Inc. | 7,376 | $733.5K | 0.01% | −83−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 7,224 | $718.5K | 0.01% | +2,474+52.1% | Added |
| Degroof Petercam Asset Management | 7,147 | $710.8K | 0.01% | +7,147 | New |