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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 7,083 | $704.0K | 0.05% | +214+3.1% | Added |
| Corton Capital Inc. | 7,063 | $702.4K | 0.22% | +7,063 | New |
| Bessemer Group Inc | 6,982 | $694.0K | 0.00% | +1,065+18.0% | Added |
| Ipswich Investment Management Co., Inc. | 6,963 | $692.5K | 0.18% | −7,205−50.9% | Reduced |
| Vestcor Inc | 6,904 | $687.0K | 0.02% | −75−1.1% | Reduced |
| Profit Investment Management, LLC | 6,874 | $683.6K | 0.39% | −232−3.3% | Reduced |
| Ci Investments Inc. | 6,679 | $664.0K | 0.00% | −665−9.1% | Reduced |
| Hobbs Group Advisors, LLC | 6,674 | $663.8K | 0.30% | +6,674 | New |
| STF Management LP | 6,603 | $656.7K | 0.31% | +405+6.5% | Added |
| Baird Financial Group, Inc. | 6,602 | $656.6K | 0.00% | −1,877−22.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,526 | $649.0K | 0.07% | +1,906+41.3% | Added |
| TD Waterhouse Canada Inc. | 5,806 | $647.4K | 0.01% | −735−11.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,495 | $645.9K | 0.01% | +1,258+24.0% | Added |
| Congress Wealth Management LLC | 6,142 | $611.2K | 0.01% | +1,401+29.6% | Added |
| Newlands Management Operations LLC | 6,053 | $602.0K | 0.01% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 6,030 | $599.7K | 0.06% | +2,245+59.3% | Added |
| Advanced Portfolio Management, LLC | 6,014 | $598.1K | 0.63% | +6,014 | New |
| Bristlecone Advisors, LLC | 5,999 | $596.6K | 0.06% | +153+2.6% | Added |
| Focus Financial Network Inc | 5,997 | $596.4K | 0.02% | +5,997 | New |
| Assenagon Asset Management S.A. | 5,979 | $594.6K | 0.00% | −1,083−15.3% | Reduced |
| Ramiah Investment Group | 5,949 | $591.6K | 0.56% | +1,072+22.0% | Added |
| Wade G W & Inc | 5,943 | $591.0K | 0.02% | −571−8.8% | Reduced |
| Shorepoint Capital Partners LLC | 5,888 | $585.6K | 0.16% | −93−1.6% | Reduced |
| Wedbush Securities Inc | 5,879 | $585.0K | 0.03% | +241+4.3% | Added |
| Wellington Shields & Co., LLC | 5,806 | $577.4K | 0.21% | −820−12.4% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 5,784 | $575.0K | 0.23% | −4,015−41.0% | Reduced |
| Brown Advisory Inc | 5,763 | $573.1K | 0.00% | −379−6.2% | Reduced |
| GAM Holding AG | 5,706 | $567.4K | 0.04% | 00.0% | Unchanged |
| Equitable Trust Co | 5,632 | $560.1K | 0.04% | −601−9.6% | Reduced |
| Cerity Partners LLC | 5,626 | $560.0K | 0.00% | +2,903+106.6% | Added |
| Claro Advisors LLC | 5,612 | $558.1K | 0.12% | +3,333+146.2% | Added |
| Lazard Asset Management LLC | 5,608 | $556.0K | 0.00% | −2,409−30.0% | Reduced |
| Nemes Rush Group LLC | 5,437 | $540.7K | 0.09% | −3,385−38.4% | Reduced |
| Integrated Wealth Concepts LLC | 5,400 | $537.0K | 0.01% | −898−14.3% | Reduced |
| Fifth Third Bancorp | 5,266 | $523.7K | 0.00% | −4,309−45.0% | Reduced |
| Commerce Bank | 5,261 | $523.2K | 0.00% | −326−5.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 5,178 | $515.0K | 0.32% | +1,533+42.1% | Added |
| Stratos Wealth Partners, LTD. | 5,145 | $511.7K | 0.01% | −1,126−18.0% | Reduced |
| Emerald Advisers, LLC | 5,136 | $510.8K | 0.02% | +2,615+103.7% | Added |
| Inspire Trust Co, N.A. | 5,125 | $509.7K | 0.53% | +5,125 | New |
| Kestra Private Wealth Services, LLC | 5,090 | $506.2K | 0.01% | −177−3.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,073 | $504.5K | 0.09% | +256+5.3% | Added |
| Commerzbank Aktiengesellschaft | 5,057 | $503.0K | 0.02% | +2,528+100.0% | Added |
| Aft, Forsyth & Sober, LLC | 5,050 | $502.0K | 0.19% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 5,000 | $497.3K | 0.00% | −10,000−66.7% | Reduced |
| Wealthfront Advisers LLC | 4,999 | $497.1K | 0.00% | +4,999 | New |
| Ground Swell Capital, LLC | 4,944 | $491.7K | 1.81% | +4,944 | New |
| HighPoint Advisor Group LLC | 4,444 | $491.0K | 0.04% | +4,444 | New |
| Center For Asset Management LLC | 4,924 | $489.7K | 0.45% | +4,924 | New |
| Reik & Co., LLC | 4,780 | $475.4K | 0.13% | 00.0% | Unchanged |
| MAI Capital Management | 4,755 | $472.9K | 0.01% | +1,244+35.4% | Added |
| Acadian Asset Management LLC | 4,603 | $457.0K | 0.00% | +3,881+537.5% | Added |
| Valeo Financial Advisors, LLC | 4,557 | $453.2K | 0.02% | −116−2.5% | Reduced |
| Horizon Investments, LLC | 4,545 | $452.0K | 0.01% | +2,113+86.9% | Added |
| Caas Capital Management LP | 4,500 | $447.5K | 0.42% | +4,500 | New |
| Tiaa Trust, National Association | 4,491 | $446.6K | 0.00% | +102+2.3% | Added |
| Diversified Trust Co | 4,487 | $446.2K | 0.02% | +4,487 | New |
| Flagship Harbor Advisors, LLC | 4,412 | $438.8K | 0.03% | −125−2.8% | Reduced |
| GFG Capital, LLC | 4,340 | $431.6K | 0.12% | +1,600+58.4% | Added |
| Carr Financial Group Corp | 4,309 | $428.5K | 0.16% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,250 | $422.7K | 0.01% | −1,184−21.8% | Reduced |
| Connectus Wealth, LLC | 4,237 | $421.4K | 0.01% | +2,016+90.8% | Added |
| Chelsea Counsel Co | 4,232 | $420.9K | 0.22% | −1,550−26.8% | Reduced |
| AE Wealth Management LLC | 4,117 | $419.2K | 0.00% | −1,030−20.0% | Reduced |
| Financial Advisors Network, Inc. | 4,094 | $407.1K | 0.08% | +1,863+83.5% | Added |
| Baader Bank INC | 4,387 | $407.1K | 0.03% | −1,244−22.1% | Reduced |
| Abundance Wealth Counselors | 4,028 | $401.0K | 0.10% | +42+1.1% | Added |
| Stratos Wealth Advisors, LLC | 4,003 | $398.2K | 0.02% | +978+32.3% | Added |
| Alpha Family Trust | 3,990 | $396.8K | 0.27% | +1,640+69.8% | Added |
| Granite Bay Wealth Management, LLC | 4,413 | $394.0K | 0.00% | −11,400−72.1% | Reduced |
| Cubic Asset Management, LLC | 3,925 | $390.3K | 0.10% | +700+21.7% | Added |
| International Assets Investment Management, LLC | 3,898 | $387.7K | 0.05% | −1,950−33.3% | Reduced |
| Graham Capital Management, L.P. | 3,878 | $385.7K | 0.01% | +3,878 | New |
| Klingman & Associates, LLC | 3,853 | $383.2K | 0.03% | +3,853 | New |
| Trust Asset Management LLC | 3,828 | $380.7K | 0.04% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,805 | $378.4K | 0.03% | +476+14.3% | Added |
| Virtus ETF Advisers LLC | 3,799 | $377.8K | 0.24% | +1,385+57.4% | Added |
| Parallel Advisors, LLC | 3,788 | $376.7K | 0.01% | −1,922−33.7% | Reduced |
| Capital International Sarl | 3,767 | $374.6K | 0.01% | −8,605−69.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,750 | $372.9K | 0.02% | +140+3.9% | Added |
| National Philanthropic Trust | 3,745 | $372.4K | 0.01% | +3,745 | New |
| Veriti Management LLC | 3,736 | $371.5K | 0.03% | +3,736 | New |
| Park Avenue Securities LLC | 3,705 | $368.0K | 0.01% | −1,770−32.3% | Reduced |
| Perkins Capital Management Inc | 3,700 | $368.0K | 0.31% | +3,700 | New |
| ICICI Prudential Asset Management Co Ltd | 3,700 | $368.0K | 0.04% | +314+9.3% | Added |
| John G Ullman & Associates Inc | 3,650 | $363.0K | 0.06% | −37,949−91.2% | Reduced |
| Prospera Financial Services Inc | 3,635 | $361.5K | 0.01% | −829−18.6% | Reduced |
| Signaturefd, LLC | 3,581 | $356.1K | 0.01% | −502−12.3% | Reduced |
| River & Mercantile Asset Management LLP | 3,576 | $355.7K | 0.07% | −2,126−37.3% | Reduced |
| Abbrea Capital, LLC | 3,560 | $354.0K | 0.05% | +1,275+55.8% | Added |
| Dearborn Partners LLC | 3,550 | $353.0K | 0.01% | +3,550 | New |
| Capstone Triton Financial Group, LLC | 3,532 | $351.3K | 0.26% | −2,081−37.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,505 | $348.6K | 0.02% | −1,484−29.7% | Reduced |
| Cigna Investments Inc | 3,497 | $348.0K | 0.07% | −79−2.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,490 | $347.0K | 0.21% | +3,490 | New |
| Wetherby Asset Management Inc | 3,458 | $343.9K | 0.02% | −1,834−34.7% | Reduced |
| Symmetry Partners, LLC | 3,474 | $343.0K | 0.02% | −637−15.5% | Reduced |
| Left Brain Wealth Management, LLC | 3,401 | $338.2K | 0.20% | −144−4.1% | Reduced |
| Proficio Capital Partners LLC | 3,394 | $337.5K | 0.04% | −3−0.1% | Reduced |
| Empowered Funds, LLC | 3,372 | $335.3K | 0.01% | +611+22.1% | Added |