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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Insight Financial Services | 55 | $5.86K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 55 | $5.86K | 0.00% | −35−38.9% | Reduced |
| Hollencrest Capital Management | 55 | $5.86K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 52 | $6.00K | 0.00% | +52 | New |
| Silicon Valley Capital Partners | 58 | $6.18K | 0.00% | +58 | New |
| PayPay Securities Corp | 59 | $6.29K | 0.31% | −11−15.7% | Reduced |
| RFP Financial Group LLC | 62 | $6.61K | 0.00% | −39−38.6% | Reduced |
| ICA Group Wealth Management, LLC | 70 | $7.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $7.99K | 0.00% | +5+7.1% | Added |
| Avion Wealth | 74 | $8.00K | 0.00% | +8+12.1% | Added |
| Ronald Blue Trust, Inc. | 80 | $8.52K | 0.00% | +10+14.3% | Added |
| AdvisorNet Financial, Inc | 81 | $8.65K | 0.00% | −665−89.1% | Reduced |
| Cedar Mountain Advisors, LLC | 83 | $8.84K | 0.00% | +10+13.7% | Added |
| TSFG, LLC | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 90 | $9.59K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 95 | $10.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 98 | $10.4K | 0.00% | +98 | New |
| Delta Asset Management LLC | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $10.7K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 101 | $10.8K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 100 | $10.9K | 0.01% | +100 | New |
| Baldwin Brothers Inc | 104 | $11.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 108 | $11.5K | 0.01% | +54+100.0% | Added |
| Manchester Capital Management LLC | 112 | $11.9K | 0.00% | −152−57.6% | Reduced |
| Hall Laurie J Trustee | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 116 | $12.4K | 0.01% | +81+231.4% | Added |
| Bogart Wealth, LLC | 120 | $12.8K | 0.00% | +5+4.3% | Added |
| GW&K Investment Management, LLC | 125 | $13.0K | 0.00% | +9+7.8% | Added |
| Cutler Group LP | 130 | $13.0K | 0.01% | +80+160.0% | Added |
| Creative Financial Designs Inc | 124 | $13.2K | 0.00% | −200−61.7% | Reduced |
| Plato Investment Management Ltd | 125 | $13.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 107 | $13.4K | 0.00% | −21−16.4% | Reduced |
| Tidemark, LLC | 127 | $13.5K | 0.01% | −19−13.0% | Reduced |
| MB, Levis & Associates, LLC | 127 | $13.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 130 | $13.9K | 0.00% | −500−79.4% | Reduced |
| Lowe Wealth Advisors, LLC | 130 | $13.9K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 139 | $14.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 132 | $14.1K | 0.00% | −72−35.3% | Reduced |
| Toth Financial Advisory Corp | 135 | $14.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 137 | $14.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 141 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 150 | $16.0K | 0.01% | +150 | New |
| LifeSteps Financial, Inc. | 152 | $16.2K | 0.01% | +152 | New |
| Venturi Wealth Management, LLC | 152 | $16.2K | 0.00% | +25+19.7% | Added |
| Zions Bancorporation, N.A. | 153 | $16.3K | 0.00% | +51+50.0% | Added |
| Pacifica Partners Inc. | 150 | $16.5K | 0.01% | −50−25.0% | Reduced |
| Continuum Advisory, LLC | 138 | $16.9K | 0.00% | +138 | New |
| Disciplina Capital Management LLC | 165 | $17.6K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 166 | $17.7K | 0.01% | +2+1.2% | Added |
| MV Capital Management, Inc. | 170 | $18.1K | 0.00% | +123+261.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 173 | $18.4K | 0.01% | −4−2.3% | Reduced |
| Riverview Trust Co | 173 | $18.4K | 0.01% | +173 | New |
| Godsey & Gibb Associates | 176 | $18.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 212 | $21.1K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 200 | $21.3K | 0.01% | −95−32.2% | Reduced |
| WealthCollab, LLC | 200 | $21.3K | 0.02% | −29−12.7% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $21.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $21.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $21.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $21.3K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $22.1K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 209 | $22.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $22.4K | 0.00% | +195+1,300.0% | Added |
| Activest Wealth Management | 211 | $22.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 215 | $22.9K | 0.00% | +150+230.8% | Added |
| Frazier Financial Advisors, LLC | 223 | $23.8K | 0.02% | +3+1.4% | Added |
| Financial Perspectives, Inc | 230 | $24.5K | 0.01% | −206−47.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 230 | $24.5K | 0.00% | −80−25.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 234 | $24.9K | 0.00% | −266−53.2% | Reduced |
| Ancora Advisors, LLC | 236 | $25.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 240 | $25.6K | 0.00% | +20+9.1% | Added |
| Webster Bank, N. A. | 266 | $28.3K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 266 | $28.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 271 | $28.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 271 | $29.0K | 0.00% | −170−38.5% | Reduced |
| Centerpoint Advisors, LLC | 274 | $29.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 280 | $29.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 290 | $30.9K | 0.01% | −6−2.0% | Reduced |
| Cedar Wealth Management, LLC | 290 | $30.9K | 0.01% | +90+45.0% | Added |
| Fernwood Investment Management, LLC | 290 | $30.9K | 0.01% | +290 | New |
| First Horizon Advisors, Inc. | 295 | $31.4K | 0.00% | +253+602.4% | Added |
| Westside Investment Management, Inc. | 300 | $31.7K | 0.01% | +300 | New |
| Colonial Trust Co | 300 | $32.0K | 0.01% | −2−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 300 | $32.0K | 0.00% | +300 | New |
| Private Trust Co NA | 306 | $32.6K | 0.00% | −133−30.3% | Reduced |
| Hexagon Capital Partners LLC | 309 | $33.0K | 0.01% | −301−49.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 300 | $33.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 316 | $33.7K | 0.02% | +286+953.3% | Added |
| Country Trust Bank | 318 | $33.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 328 | $35.0K | 0.00% | −218−39.9% | Reduced |
| Cambridge Trust Co | 334 | $35.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 366 | $39.0K | 0.00% | +201+121.8% | Added |
| Deseret Mutual Benefit Administrators | 371 | $39.5K | 0.02% | +126+51.4% | Added |
| Catalyst Capital Advisors LLC | 373 | $39.7K | 0.00% | +16+4.5% | Added |
| Jamison Private Wealth Management, Inc. | 379 | $40.4K | 0.01% | +5+1.3% | Added |