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 |
|---|---|---|---|---|---|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $42.6K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 407 | $43.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 406 | $43.3K | 0.01% | −34−7.7% | Reduced |
| Covestor Ltd | 413 | $44.0K | 0.03% | −272−39.7% | Reduced |
| Key Financial Inc | 426 | $45.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 428 | $45.6K | 0.00% | −218−33.7% | Reduced |
| Tyler-Stone Wealth Management | 430 | $45.8K | 0.02% | −85−16.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 435 | $46.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 438 | $46.7K | 0.00% | +65+17.4% | Added |
| Kelly Financial Services LLC | 444 | $47.3K | 0.02% | +100+29.1% | Added |
| CVA Family Office, LLC | 445 | $47.4K | 0.01% | +315+242.3% | Added |
| Rakuten Securities, Inc. | 453 | $48.3K | 0.02% | −626−58.0% | Reduced |
| Valley National Advisers Inc | 464 | $49.0K | 0.01% | −48−9.4% | Reduced |
| First Manhattan Co | 475 | $50.6K | 0.00% | −251−34.6% | Reduced |
| Consultiva Wealth Management, Corp. | 475 | $50.6K | 0.47% | +475 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 490 | $51.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 483 | $51.5K | 0.00% | +480+16,000.0% | Added |
| Atwood & Palmer Inc | 500 | $53.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $53.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 566 | $56.3K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 537 | $56.7K | 0.04% | +537 | New |
| Archer Investment Corp | 534 | $56.9K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 576 | $57.3K | 0.00% | +576 | New |
| Stephens Consulting, LLC | 546 | $58.2K | 0.02% | +46+9.2% | Added |
| JFS Wealth Advisors, LLC | 550 | $58.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 550 | $58.6K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 556 | $59.0K | 0.01% | +18+3.3% | Added |
| Massmutual Trust Co FSB | 571 | $60.8K | 0.00% | +237+71.0% | Added |
| Birchbrook, Inc. | 600 | $63.9K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 601 | $64.0K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 600 | $64.0K | 0.00% | +250+71.4% | Added |
| Ogorek Anthony Joseph | 612 | $65.0K | 0.02% | +340+125.0% | Added |
| Smartleaf Asset Management LLC | 613 | $67.8K | 0.01% | +560+1,056.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $74.6K | 0.14% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 701 | $74.7K | 0.01% | +701 | New |
| Brown Brothers Harriman & Co | 708 | $75.4K | 0.00% | +199+39.1% | Added |
| Asset Dedication, LLC | 718 | $76.0K | 0.01% | −50−6.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 733 | $78.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 712 | $78.5K | 0.01% | +237+49.9% | Added |
| Mirova | 741 | $79.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 799 | $85.1K | 0.01% | +25+3.2% | Added |
| Farther Finance Advisors, LLC | 811 | $85.6K | 0.01% | +203+33.4% | Added |
| Quintet Private Bank (Europe) S.A. | 715 | $87.1K | 0.00% | +89+14.2% | Added |
| Ostrum Asset Management | 888 | $94.6K | 0.01% | 00.0% | Unchanged |
| American National Bank | 901 | $96.0K | 0.01% | +880+4,190.5% | Added |
| Jones Financial Companies LLLP | 940 | $100.2K | 0.00% | +940 | New |
| EMC Capital Management | 1,000 | $105.0K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 987 | $105.2K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 988 | $105.3K | 0.02% | +700+243.1% | Added |
| Maj Invest Holding A/S | 990 | $106.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $106.6K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $106.6K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $106.6K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $106.6K | 0.02% | 00.0% | Unchanged |
| BNP Paribas | 1,017 | $108.5K | 0.01% | +1,017 | New |
| Ofi Invest Asset Management | 1,110 | $109.5K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 1,050 | $111.9K | 0.00% | +1,050 | New |
| Roberts Capital Advisors, LLC | 1,067 | $113.7K | 0.11% | +1,067 | New |
| Sound Income Strategies, LLC | 1,077 | $114.8K | 0.01% | +315+41.3% | Added |
| Shell Asset Management Co | 995 | $118.0K | 0.01% | −694−41.1% | Reduced |
| Sittner & Nelson, LLC | 1,140 | $121.5K | 0.06% | +50+4.6% | Added |
| NBC Securities, Inc. | 1,154 | $122.0K | 0.01% | −68−5.6% | Reduced |
| Parkside Financial Bank & Trust | 1,153 | $122.9K | 0.02% | +595+106.6% | Added |
| LRI Investments, LLC | 1,162 | $123.8K | 0.03% | +1,162 | New |
| CoreCap Advisors, LLC | 1,172 | $124.9K | 0.01% | +1,172 | New |
| Spire Wealth Management | 1,308 | $139.4K | 0.00% | +197+17.7% | Added |
| Geneos Wealth Management Inc. | 1,324 | $141.1K | 0.01% | −395−23.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,345 | $144.0K | 0.00% | −416−23.6% | Reduced |
| GeoWealth Management, LLC | 1,374 | $146.4K | 0.01% | +1,374 | New |
| Montag A & Associates Inc | 1,386 | $147.7K | 0.01% | −41−2.9% | Reduced |
| Harbour Investments, Inc. | 1,399 | $149.1K | 0.01% | +13+0.9% | Added |
| Lindbrook Capital, LLC | 1,475 | $157.2K | 0.01% | +84+6.0% | Added |
| Optimum Investment Advisors | 1,489 | $158.7K | 0.07% | +200+15.5% | Added |
| Principal Securities, Inc. | 1,520 | $162.0K | 0.01% | −467−23.5% | Reduced |
| Resources Management Corp | 1,518 | $162.0K | 0.02% | +4+0.3% | Added |
| Brown, Lisle/Cummings, Inc. | 1,535 | $163.6K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | 1,544 | $164.5K | 0.00% | +388+33.6% | Added |
| Crewe Advisors LLC | 1,564 | $166.7K | 0.02% | +1,564 | New |
| Oliver Lagore Vanvalin Investment Group | 1,590 | $169.4K | 0.05% | +1,477+1,307.1% | Added |
| Wellington Shields Capital Management, LLC | 1,602 | $170.7K | 0.03% | +1,600+80,000.0% | Added |
| First Command Advisory Services, Inc. | 1,606 | $171.1K | 0.00% | +4+0.2% | Added |
| Sandy Spring Bank | 1,611 | $171.7K | 0.01% | −470−22.6% | Reduced |
| Advisors Asset Management, Inc. | 1,635 | $174.2K | 0.00% | −95−5.5% | Reduced |
| Tortoise Investment Management, LLC | 1,672 | $178.2K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,710 | $182.2K | 0.08% | −116−6.4% | Reduced |
| Allworth Financial LP | 1,711 | $182.4K | 0.00% | +51+3.1% | Added |
| Twin Lakes Capital Management, LLC | 1,772 | $188.8K | 0.13% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,849 | $197.0K | 0.00% | −5−0.3% | Reduced |
| XR Securities LLC | 1,880 | $200.3K | 0.06% | +1,880 | New |
| Syon Capital LLC | 1,886 | $201.0K | 0.02% | +1,886 | New |
| Avestar Capital, LLC | 1,887 | $201.1K | 0.02% | +1,887 | New |
| Sentry Investment Management LLC | 1,905 | $203.0K | 0.08% | +1,905 | New |
| Ellevest, Inc. | 1,928 | $205.4K | 0.01% | +1,928 | New |
| Meeder Advisory Services, Inc. | 1,931 | $205.8K | 0.02% | +1,931 | New |
| Fukoku Mutual Life Insurance Co | 1,933 | $206.0K | 0.02% | +1,933 | New |
| Level Four Advisory Services, LLC | 2,072 | $206.1K | 0.01% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,950 | $207.8K | 0.01% | −1,600−45.1% | Reduced |
| Chicago Capital, LLC | 1,955 | $208.3K | 0.01% | −197−9.2% | Reduced |
| Raymond James Trust N.A. | 1,988 | $211.8K | 0.01% | +1,988 | New |
| Harbor Advisors LLC | 2,000 | $213.1K | 0.04% | −1,000−33.3% | Reduced |