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 |
|---|---|---|---|---|---|
| RWM Asset Management, LLC | 2,000 | $213.1K | 0.04% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 2,000 | $213.1K | 0.08% | −50−2.4% | Reduced |
| Price Jennifer C. | 2,000 | $213.1K | 0.20% | +1,000+100.0% | Added |
| Mission Wealth Management, LP | 2,037 | $217.1K | 0.01% | −26−1.3% | Reduced |
| Argent Trust Co | 2,044 | $217.8K | 0.01% | +2,044 | New |
| Arlington Capital Management, Inc. | 2,050 | $218.4K | 0.18% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,061 | $219.6K | 0.01% | +2,061 | New |
| Baird Financial Group, Inc. | 2,066 | $220.2K | 0.00% | −4,536−68.7% | Reduced |
| Nadler Financial Group, Inc. | 2,070 | $220.6K | 0.03% | −102−4.7% | Reduced |
| Conning Inc. | 2,078 | $221.4K | 0.01% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 2,083 | $222.0K | 0.16% | −307−12.8% | Reduced |
| TownSquare Capital, LLC | 2,087 | $222.4K | 0.00% | −263−11.2% | Reduced |
| Integrated Investment Consultants, LLC | 2,095 | $223.2K | 0.06% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 2,100 | $223.8K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,111 | $224.9K | 0.02% | +2,111 | New |
| Mayfair Advisory Group, LLC | 2,164 | $230.6K | 0.17% | +122+6.0% | Added |
| Wedmont Private Capital | 2,072 | $231.2K | 0.02% | +2,072 | New |
| Philadelphia Trust Co | 2,180 | $232.0K | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,212 | $235.7K | 0.02% | −8−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 2,227 | $237.1K | 0.01% | +5+0.2% | Added |
| Sunbelt Securities, Inc. | 2,229 | $237.5K | 0.03% | −40−1.8% | Reduced |
| Concurrent Investment Advisors, LLC | 2,236 | $238.3K | 0.01% | +71+3.3% | Added |
| Lake Street Financial LLC | 2,241 | $238.8K | 0.03% | +2,241 | New |
| Lincoln National Corp | 2,275 | $242.4K | 0.00% | −237−9.4% | Reduced |
| Jeppson Wealth Management, LLC | 2,275 | $242.4K | 0.09% | −21−0.9% | Reduced |
| Jupiter Wealth Management LLC | 2,000 | $243.8K | 0.13% | +2,000 | New |
| Clarius Group, LLC | 2,293 | $244.3K | 0.02% | −450−16.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,300 | $245.1K | 0.00% | +2,300 | New |
| Vantage Consulting Group Inc | 2,305 | $245.6K | 0.16% | −607−20.8% | Reduced |
| Aberdeen Wealth Management LLC | 2,315 | $246.7K | 0.14% | +2,315 | New |
| Deerfield Management Company, L.P. (Series C) | 2,337 | $249.0K | 0.00% | +2,337 | New |
| Boston Family Office LLC | 2,343 | $250.0K | 0.02% | +319+15.8% | Added |
| EP Wealth Advisors, LLC | 2,385 | $254.1K | 0.00% | +2,385 | New |
| Perigon Wealth Management, LLC | 2,393 | $254.9K | 0.01% | +2,393 | New |
| DRW Securities, LLC | 2,404 | $256.2K | 0.01% | +2,404 | New |
| Mission Creek Capital Partners, Inc. | 2,405 | $256.3K | 0.07% | +2,405 | New |
| Herold Advisors, Inc. | 2,405 | $256.3K | 0.06% | +2,405 | New |
| Visionary Wealth Advisors | 2,407 | $256.5K | 0.02% | +2,407 | New |
| Private Capital Management LLC | 2,421 | $258.0K | 0.06% | −13−0.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,438 | $259.8K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,439 | $259.9K | 0.00% | −455−15.7% | Reduced |
| La Financiere de L'Echiquier | 2,450 | $261.1K | 0.01% | +250+11.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,468 | $263.0K | 0.02% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,497 | $266.1K | 0.02% | +102+4.3% | Added |
| Investors Research Corp | 2,527 | $269.3K | 0.06% | −125−4.7% | Reduced |
| Cornerstone Wealth Management, LLC | 2,537 | $270.3K | 0.02% | −280−9.9% | Reduced |
| One Capital Management, LLC | 2,542 | $270.9K | 0.01% | −441−14.8% | Reduced |
| Park Avenue Securities LLC | 2,545 | $271.0K | 0.00% | −1,160−31.3% | Reduced |
| Snowden Capital Advisors LLC | 2,552 | $271.9K | 0.01% | +2,552 | New |
| Regal Investment Advisors LLC | 2,572 | $274.1K | 0.02% | +79+3.2% | Added |
| Lee Financial Co | 2,601 | $277.2K | 0.05% | +10.0% | Added |
| Moneta Group Investment Advisors LLC | 2,602 | $277.3K | 0.00% | +2,602 | New |
| Dai-Ichi Life Insurance Company, Ltd | 2,673 | $284.8K | 0.01% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,675 | $285.0K | 0.05% | +2,675 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,691 | $286.7K | 0.05% | +232+9.4% | Added |
| Hartline Investment Corp | 2,691 | $286.7K | 0.05% | +2,691 | New |
| TFB Advisors LLC | 2,574 | $286.9K | 0.10% | +2,574 | New |
| Keebeck Wealth Management, LLC | 2,705 | $288.2K | 0.04% | +185+7.3% | Added |
| Wealthspire Advisors, LLC | 2,725 | $290.4K | 0.00% | −303−10.0% | Reduced |
| Kovack Advisors, Inc. | 2,731 | $291.0K | 0.04% | +23+0.8% | Added |
| JT Stratford LLC | 2,747 | $292.7K | 0.06% | +2,747 | New |
| AlTi Global, Inc. | 2,751 | $293.1K | 0.01% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 2,796 | $297.9K | 0.07% | +568+25.5% | Added |
| Steel Peak Wealth Management LLC | 2,838 | $302.4K | 0.02% | −50−1.7% | Reduced |
| MMBG Investment Advisors Co. | 2,860 | $304.8K | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,887 | $307.6K | 0.00% | −13,452−82.3% | Reduced |
| Klingman & Associates, LLC | 2,888 | $307.7K | 0.02% | −965−25.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,907 | $309.8K | 0.00% | +511+21.3% | Added |
| Quadrant Capital Group LLC | 2,916 | $310.7K | 0.02% | +244+9.1% | Added |
| Clear Harbor Asset Management, LLC | 2,948 | $314.1K | 0.03% | +223+8.2% | Added |
| CX Institutional | 2,966 | $316.1K | 0.02% | +591+24.9% | Added |
| CV Advisors LLC | 2,991 | $318.7K | 0.19% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,992 | $318.8K | 0.00% | +2,992 | New |
| GAMMA Investing LLC | 2,994 | $319.0K | 0.06% | +822+37.8% | Added |
| Caas Capital Management LP | 3,000 | $319.7K | 0.14% | −1,500−33.3% | Reduced |
| Aquila Investment Management LLC | 3,000 | $319.7K | 0.27% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 3,020 | $321.8K | 0.06% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 3,043 | $324.3K | 0.18% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,050 | $325.0K | 0.18% | +3,050 | New |
| Wetzel Investment Advisors, Inc. | 3,190 | $325.4K | 0.19% | −300−8.6% | Reduced |
| Adviser Investments LLC | 3,056 | $325.6K | 0.00% | +845+38.2% | Added |
| CAPROCK Group, Inc. | 3,082 | $328.4K | 0.02% | +621+25.2% | Added |
| Little House Capital LLC | 3,089 | $329.2K | 0.11% | +3,089 | New |
| Paloma Partners Management Co | 3,094 | $329.7K | 0.05% | +3,094 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,114 | $331.8K | 0.02% | +296+10.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,115 | $331.9K | 0.14% | +200+6.9% | Added |
| Silvercrest Asset Management Group LLC | 3,120 | $332.5K | 0.00% | −4−0.1% | Reduced |
| Redwood Wealth Management Group, LLC | 3,127 | $333.2K | 0.35% | −5−0.2% | Reduced |
| Kinneret Advisory, LLC | 3,133 | $333.9K | 0.03% | −10−0.3% | Reduced |
| Summit Trail Advisors, LLC | 3,155 | $336.2K | 0.01% | +3,155 | New |
| Hennion & Walsh Asset Management, Inc. | 3,193 | $340.2K | 0.02% | −52−1.6% | Reduced |
| Emerald Advisers, LLC | 3,200 | $341.0K | 0.01% | −1,936−37.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,231 | $344.3K | 0.02% | +102+3.3% | Added |
| Dakota Wealth Management | 3,247 | $346.0K | 0.01% | +3,247 | New |
| Baader Bank INC | 3,250 | $346.3K | 0.03% | −1,137−25.9% | Reduced |
| Greenleaf Trust | 3,253 | $346.6K | 0.00% | +953+41.4% | Added |
| Savant Capital, LLC | 3,267 | $348.1K | 0.00% | +223+7.3% | Added |
| Capstone Triton Financial Group, LLC | 3,271 | $348.6K | 0.25% | −261−7.4% | Reduced |
| Oracle Alpha Inc. | 3,282 | $349.7K | 0.63% | +193+6.2% | Added |
| GSB Wealth Management, LLC | 3,292 | $350.8K | 0.10% | 00.0% | Unchanged |