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 |
|---|---|---|---|---|---|
| Scientech Research LLC | 2,058 | $204.7K | 0.20% | +2,058 | New |
| Arlington Capital Management, Inc. | 2,050 | $203.9K | 0.19% | −65−3.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 2,050 | $203.9K | 0.08% | +50+2.5% | Added |
| Boston Family Office LLC | 2,024 | $201.0K | 0.02% | +2,024 | New |
| Dynamic Technology Lab Private Ltd | 2,014 | $200.0K | 0.02% | +2,014 | New |
| Principal Securities, Inc. | 1,987 | $197.6K | 0.01% | +1,987 | New |
| Federated Hermes, Inc. | 1,854 | $184.4K | 0.00% | −3,126−62.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,826 | $181.6K | 0.09% | +50+2.8% | Added |
| Twin Lakes Capital Management, LLC | 1,772 | $176.2K | 0.12% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,761 | $175.0K | 0.00% | +258+17.2% | Added |
| Advisors Asset Management, Inc. | 1,730 | $172.0K | 0.00% | −4,688−73.0% | Reduced |
| Geneos Wealth Management Inc. | 1,719 | $171.0K | 0.01% | −284−14.2% | Reduced |
| Shell Asset Management Co | 1,689 | $168.0K | 0.01% | −4,160−71.1% | Reduced |
| Tortoise Investment Management, LLC | 1,672 | $166.3K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,660 | $165.1K | 0.00% | +101+6.5% | Added |
| First Command Advisory Services, Inc. | 1,602 | $159.3K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,535 | $152.7K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,540 | $152.0K | 0.00% | −319−17.2% | Reduced |
| Desjardins Global Asset Management Inc. | 1,520 | $151.2K | 0.02% | +22+1.5% | Added |
| Resources Management Corp | 1,514 | $151.0K | 0.02% | −162−9.7% | Reduced |
| Itau Unibanco Holding S.A. | 1,478 | $147.0K | 0.00% | +419+39.6% | Added |
| Montag A & Associates Inc | 1,427 | $141.9K | 0.01% | −865−37.7% | Reduced |
| Lindbrook Capital, LLC | 1,391 | $138.3K | 0.01% | +411+41.9% | Added |
| Harbour Investments, Inc. | 1,386 | $137.8K | 0.01% | −273−16.5% | Reduced |
| Optimum Investment Advisors | 1,289 | $128.2K | 0.06% | −200−13.4% | Reduced |
| NBC Securities, Inc. | 1,222 | $121.0K | 0.01% | +205+20.2% | Added |
| Huntington National Bank | 1,156 | $115.0K | 0.00% | −1,229−51.5% | Reduced |
| Spire Wealth Management | 1,111 | $110.8K | 0.00% | −1,269−53.3% | Reduced |
| Sittner & Nelson, LLC | 1,090 | $108.4K | 0.06% | +510+87.9% | Added |
| Rakuten Securities, Inc. | 1,079 | $107.3K | 0.08% | +1,079 | New |
| Ofi Invest Asset Management | 1,110 | $99.9K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $99.5K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $99.5K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $99.5K | 0.00% | 00.0% | Unchanged |
| Price Jennifer C. | 1,000 | $99.5K | 0.07% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $99.5K | 0.02% | 00.0% | Unchanged |
| EMC Capital Management | 1,000 | $99.0K | 0.07% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 990 | $99.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 987 | $98.0K | 0.03% | +200+25.4% | Added |
| Centiva Capital, LP | 918 | $91.3K | 0.01% | +643+233.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 500 | $89.8K | 0.01% | +216+76.1% | Added |
| Ostrum Asset Management | 888 | $88.3K | 0.01% | +4+0.5% | Added |
| Rakuten Investment Management, Inc. | 814 | $80.4K | 0.00% | +814 | New |
| Asset Dedication, LLC | 768 | $77.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 774 | $77.0K | 0.01% | −20−2.5% | Reduced |
| Sound Income Strategies, LLC | 762 | $75.8K | 0.01% | +115+17.8% | Added |
| AdvisorNet Financial, Inc | 746 | $74.2K | 0.01% | −1,012−57.6% | Reduced |
| Mirova | 741 | $73.7K | 0.02% | −44−5.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 733 | $72.9K | 0.01% | −3,867−84.1% | Reduced |
| First Manhattan Co | 726 | $72.2K | 0.00% | +1+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 720 | $71.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 705 | $70.1K | 0.03% | +648+1,136.8% | Added |
| Belvedere Trading LLC | 703 | $69.9K | 0.01% | −366−34.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $69.6K | 0.14% | +700 | New |
| Fairfield Financial Advisors, LTD | 689 | $68.5K | 0.03% | −609−46.9% | Reduced |
| Covestor Ltd | 685 | $68.0K | 0.05% | −630−47.9% | Reduced |
| TD Private Client Wealth LLC | 646 | $64.2K | 0.00% | −293−31.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 630 | $62.7K | 0.03% | +630 | New |
| Quintet Private Bank (Europe) S.A. | 626 | $62.3K | 0.00% | −6−0.9% | Reduced |
| Hexagon Capital Partners LLC | 610 | $60.6K | 0.01% | +394+182.4% | Added |
| Farther Finance Advisors, LLC | 608 | $60.4K | 0.00% | +362+147.2% | Added |
| Canton Hathaway, LLC | 601 | $60.0K | 0.02% | −370−38.1% | Reduced |
| Birchbrook, Inc. | 600 | $59.7K | 0.04% | +600 | New |
| Sachetta, LLC | 566 | $56.3K | 0.03% | +566 | New |
| Parkside Financial Bank & Trust | 558 | $55.5K | 0.01% | −7−1.2% | Reduced |
| Elkhorn Partners Limited Partnership | 550 | $55.0K | 0.04% | −630−53.4% | Reduced |
| EntryPoint Capital, LLC | 552 | $54.9K | 0.05% | +552 | New |
| JFS Wealth Advisors, LLC | 550 | $54.7K | 0.00% | −85−13.4% | Reduced |
| Piscataqua Savings Bank | 550 | $54.7K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 546 | $54.3K | 0.00% | −288−34.5% | Reduced |
| Capital Advisors, Ltd. LLC | 538 | $54.0K | 0.01% | +16+3.1% | Added |
| Archer Investment Corp | 534 | $53.1K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 515 | $51.2K | 0.03% | +40+8.4% | Added |
| Brown Brothers Harriman & Co | 509 | $50.6K | 0.00% | −410−44.6% | Reduced |
| Valley National Advisers Inc | 512 | $50.0K | 0.01% | −26−4.8% | Reduced |
| Atwood & Palmer Inc | 500 | $49.7K | 0.00% | −1−0.2% | Reduced |
| Trust Co of Vermont | 500 | $49.7K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $49.7K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 490 | $49.5K | 0.00% | −120−19.7% | Reduced |
| EverSource Wealth Advisors, LLC | 475 | $47.2K | 0.00% | +116+32.3% | Added |
| Hantz Financial Services, Inc. | 441 | $44.0K | 0.00% | +2+0.5% | Added |
| Quent Capital, LLC | 440 | $43.8K | 0.01% | −48−9.8% | Reduced |
| Private Trust Co NA | 439 | $43.7K | 0.01% | −227−34.1% | Reduced |
| Financial Perspectives, Inc | 436 | $43.3K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 435 | $43.3K | 0.01% | −78−15.2% | Reduced |
| Key Financial Inc | 426 | $42.4K | 0.01% | −250−37.0% | Reduced |
| Rosenberg Matthew Hamilton | 407 | $40.5K | 0.01% | −65−13.8% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $39.8K | 0.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 374 | $37.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 373 | $37.1K | 0.00% | +373 | New |
| Catalyst Capital Advisors LLC | 357 | $35.5K | 0.00% | +75+26.6% | Added |
| Close Asset Management Ltd | 350 | $35.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 344 | $34.2K | 0.01% | −87−20.2% | Reduced |
| Cambridge Trust Co | 334 | $33.2K | 0.00% | −200−37.5% | Reduced |
| Massmutual Trust Co FSB | 334 | $33.2K | 0.00% | −169−33.6% | Reduced |
| Long Island Wealth Management, Inc. | 330 | $33.0K | 0.02% | +330 | New |
| Creative Financial Designs Inc | 324 | $32.2K | 0.00% | +10+3.2% | Added |
| Country Trust Bank | 318 | $31.6K | 0.00% | −250−44.0% | Reduced |
| Bartlett & Co. LLC | 310 | $31.0K | 0.00% | −70−18.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 310 | $30.6K | 0.00% | −70−18.4% | Reduced |