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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; 784 institutions reported holding it in 13F filings for Q2 2026, worth $22.3B in total; no superinvestor holds it.

13F holders, Q1 2024

Institutional positions in Moderna, Inc. as of Mar 31, 2024. 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
904
+30 vs. Q4 2023
Shares held
263.3M
+6.34M (+2.5%) vs. Q4 2023
Total value
$28.1B
+$2.53B (+9.9%) vs. Q4 2023
New holders
112
329 more added
Sold out
82
296 more reduced

13 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 904 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ1 2024: $28.1B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q4 2023.

Institutions holding MRNA in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
VitalStone Financial, LLC2$00.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC0$20.00%0Unchanged
Dogwood Wealth Management LLC0$40.00%0Unchanged
DHJJ Financial Advisors, Ltd.1$1070.00%00.0%Unchanged
Tfo-TDC, LLC1$1070.00%00.0%Unchanged
Lam Group, Inc.1$1070.00%00.0%Unchanged
Abich Financial Wealth Management LLC2$2130.00%+2New
Annis Gardner Whiting Capital Advisors, LLC3$3200.00%+3New
ClariVest Asset Management LLC3$3320.00%+3New
Thompson Investment Management, Inc.4$4090.00%+2+100.0%Added
TruNorth Capital Management, LLC4$4260.00%+4New
Whittier Trust Co of Nevada Inc5$5320.00%+2+66.7%Added
Core Alternative Capital5$5330.00%−120−96.0%Reduced
Wolff Wiese Magana LLC5$5330.00%−20−80.0%Reduced
WestEnd Advisors, LLC5$5330.00%00.0%Unchanged
Clear Point Advisors Inc.5$5330.00%00.0%Unchanged
Fortitude Family Office, LLC6$6390.00%00.0%Unchanged
Colonial Trust Advisors7$7460.00%−10−58.8%Reduced
Winch Advisory Services, LLC7$7460.00%00.0%Unchanged
Westend Capital Management, LLC7$7460.00%+7New
Jackson, Grant Investment Advisers, Inc.8$8520.00%00.0%Unchanged
True Wealth Design, LLC8$8530.00%+3+60.0%Added
ORG Partners LLC9$9470.00%+2+28.6%Added
Gordian Capital Singapore Pte Ltd9$9590.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.9$9590.00%00.0%Unchanged
Delos Wealth Advisors, LLC9$9600.00%+8+800.0%Added
Hazlett, Burt & Watson, Inc.10$1.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC15$1.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC8$1.00K0.00%+8New
REAP Financial Group, LLC10$1.07K0.00%−30−75.0%Reduced
Tompkins Financial Corp10$1.07K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC10$1.07K0.00%00.0%Unchanged
Atlantic Trust, LLC10$1.07K0.00%00.0%Unchanged
Mendota Financial Group, LLC10$1.07K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC10$1.07K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC10$1.07K0.00%+10New
Quest Partners LLC11$1.17K0.00%+11New
Valued Wealth Advisors LLC11$1.17K0.00%−21−65.6%Reduced
Iron Horse Wealth Management, LLC12$1.28K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC12$1.28K0.00%+12New
Gs Investments, Inc.13$1.39K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.14$1.49K0.00%−18−56.3%Reduced
Trifecta Capital Advisors, LLC14$1.49K0.00%00.0%Unchanged
WR Wealth Planners, LLC14$1.49K0.00%+14New
Peoples Bank15$1.60K0.00%+10+200.0%Added
MCF Advisors LLC15$1.60K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.16$1.71K0.00%−1−5.9%Reduced
West Paces Advisors Inc.16$1.71K0.00%+10+166.7%Added
SJS Investment Consulting Inc.17$1.81K0.00%+1+6.3%Added
Smithfield Trust Co20$2.00K0.00%00.0%Unchanged
JJJ Advisors Inc.19$2.02K0.00%−100−84.0%Reduced
Northwest Investment Counselors, LLC20$2.13K0.00%+20New
BOK Financial Private Wealth, Inc.20$2.13K0.00%00.0%Unchanged
BFSG, LLC20$2.13K0.00%00.0%Unchanged
Johnson Financial Group, Inc.20$2.13K0.00%+20New
TFC Financial Management21$2.24K0.00%+5+31.3%Added
Louisbourg Investments Inc.22$2.34K0.00%−21−48.8%Reduced
Cornerstone Planning Group LLC19$2.38K0.00%+8+72.7%Added
Pacific Center for Financial Services24$2.56K0.00%00.0%Unchanged
Gen-Wealth Partners Inc25$2.66K0.00%+25New
Horizon Financial Services, LLC27$2.88K0.00%+27New
Beacon Capital Management, LLC27$2.88K0.00%+27New
Salomon & Ludwin, LLC28$2.98K0.00%−190−87.2%Reduced
Penserra Capital Management LLC30$3.00K0.00%−1,510−98.1%Reduced
Capital Analysts, LLC26$3.00K0.00%00.0%Unchanged
Bear Mountain Capital, Inc.30$3.10K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC32$3.18K0.00%00.0%Unchanged
JDM Financial Group LLC30$3.20K0.00%00.0%Unchanged
Broadwater Capital Management LLC30$3.20K0.00%00.0%Unchanged
Dunhill Financial, LLC32$3.36K0.00%+5+18.5%Added
Gradient Investments LLC32$3.41K0.00%−46−59.0%Reduced
PFS Partners, LLC32$3.41K0.00%00.0%Unchanged
Larson Financial Group LLC32$3.41K0.00%00.0%Unchanged
Eagle Bay Advisors LLC33$3.52K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.35$3.73K0.00%00.0%Unchanged
Register Financial Advisors LLC35$3.73K0.00%+35New
Prestige Wealth Management Group LLC36$3.84K0.00%+19+111.8%Added
Scarborough Advisors, LLC37$3.94K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC40$4.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC39$4.16K0.00%00.0%Unchanged
City Holding Co40$4.26K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC40$4.26K0.00%00.0%Unchanged
Raffa Wealth Management, LLC43$4.58K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC43$4.58K0.00%+19+79.2%Added
Carmichael Hill & Associates, Inc.44$4.69K0.00%00.0%Unchanged
Blume Capital Management, Inc.45$4.80K0.00%+45New
City State Bank50$5.00K0.00%−75−60.0%Reduced
First PREMIER Bank47$5.00K0.00%+47New
Glen Eagle Advisors, LLC47$5.01K0.00%−5−9.6%Reduced
FinTrust Capital Advisors, LLC49$5.22K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.50$5.33K0.00%−655−92.9%Reduced
Proffitt & Goodson Inc50$5.33K0.00%00.0%Unchanged
Addison Advisors LLC50$5.33K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc50$5.33K0.00%00.0%Unchanged
Chesapeake Asset Management LLC50$5.33K0.01%00.0%Unchanged
Community Bank, N.A.50$5.33K0.00%00.0%Unchanged
Davidson Capital Management Inc.50$5.33K0.00%+50New
Abound Wealth Management51$5.43K0.00%+3+6.3%Added
Versant Capital Management, Inc51$5.43K0.00%+10+24.4%Added
Highline Wealth Partners LLC54$5.75K0.00%00.0%Unchanged