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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 3,300 | $351.6K | 0.01% | +3,300 | New |
| Sigma Planning Corp | 3,313 | $353.0K | 0.01% | +536+19.3% | Added |
| Heritage Investors Management Corp | 3,335 | $355.0K | 0.01% | +50+1.5% | Added |
| Coldstream Capital Management Inc | 3,343 | $356.2K | 0.01% | +675+25.3% | Added |
| Valeo Financial Advisors, LLC | 3,306 | $359.9K | 0.01% | −1,251−27.5% | Reduced |
| Boston Private Wealth LLC | 3,382 | $360.4K | 0.01% | +59+1.8% | Added |
| Apollon Wealth Management, LLC | 3,384 | $360.6K | 0.01% | +514+17.9% | Added |
| We Are One Seven, LLC | 3,390 | $361.2K | 0.02% | +136+4.2% | Added |
| Graham Capital Management, L.P. | 3,391 | $361.3K | 0.01% | −487−12.6% | Reduced |
| Probity Advisors, Inc. | 3,409 | $363.3K | 0.08% | +3,409 | New |
| PFG Investments, LLC | 3,445 | $367.1K | 0.02% | +3,445 | New |
| Beacon Investment Advisory Services, Inc. | 3,460 | $368.7K | 0.02% | −45−1.3% | Reduced |
| Symmetry Partners, LLC | 3,474 | $370.0K | 0.03% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 3,477 | $370.5K | 0.18% | +76+2.2% | Added |
| Stephens Inc | 3,483 | $371.1K | 0.01% | +155+4.7% | Added |
| Two Sigma Advisers, LP | 3,500 | $373.0K | 0.00% | −31,300−89.9% | Reduced |
| Cigna Investments Inc | 3,497 | $373.0K | 0.07% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,986 | $373.2K | 0.01% | −355−10.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,500 | $374.8K | 0.04% | −23,500−87.0% | Reduced |
| Keybank National Association | 3,534 | $376.6K | 0.00% | +3,534 | New |
| National Philanthropic Trust | 3,541 | $377.3K | 0.01% | −204−5.4% | Reduced |
| River & Mercantile Asset Management LLP | 3,539 | $377.4K | 0.09% | −37−1.0% | Reduced |
| Stratos Wealth Advisors, LLC | 3,592 | $382.8K | 0.02% | −411−10.3% | Reduced |
| Prospera Financial Services Inc | 3,663 | $390.3K | 0.01% | +28+0.8% | Added |
| Simplicity Wealth,LLC | 3,677 | $391.8K | 0.01% | +3,677 | New |
| Perkins Capital Management Inc | 3,700 | $394.0K | 0.33% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,699 | $394.2K | 0.02% | +3,699 | New |
| Bleakley Financial Group, LLC | 3,711 | $395.4K | 0.01% | +362+10.8% | Added |
| Cubic Asset Management, LLC | 3,725 | $396.9K | 0.09% | −200−5.1% | Reduced |
| Lake Street Advisors Group, LLC | 3,738 | $398.3K | 0.02% | +660+21.4% | Added |
| Westpac Banking Corp | 3,756 | $400.2K | 0.03% | −49−1.3% | Reduced |
| Proficio Capital Partners LLC | 3,770 | $401.7K | 0.04% | +376+11.1% | Added |
| V-Square Quantitative Management LLC | 3,778 | $402.6K | 0.07% | +1,280+51.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,804 | $405.4K | 0.05% | +104+2.8% | Added |
| International Assets Investment Management, LLC | 3,862 | $407.8K | 0.04% | −36−0.9% | Reduced |
| Trust Asset Management LLC | 3,828 | $407.9K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,850 | $410.3K | 0.01% | +919+31.4% | Added |
| AQR Capital Management LLC | 3,851 | $410.3K | 0.00% | +1,294+50.6% | Added |
| NorthRock Partners, LLC | 3,925 | $418.2K | 0.02% | +638+19.4% | Added |
| Alpha Family Trust | 3,990 | $425.2K | 0.26% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 4,000 | $426.2K | 0.05% | +4,000 | New |
| Equitable Trust Co | 4,026 | $429.0K | 0.03% | −1,606−28.5% | Reduced |
| Chelsea Counsel Co | 4,034 | $429.9K | 0.24% | −198−4.7% | Reduced |
| HighPoint Advisor Group LLC | 3,454 | $434.0K | 0.03% | −990−22.3% | Reduced |
| IPG Investment Advisors LLC | 4,112 | $438.2K | 0.10% | +4,112 | New |
| MAI Capital Management | 4,242 | $452.0K | 0.00% | −513−10.8% | Reduced |
| Empowered Funds, LLC | 4,276 | $455.7K | 0.01% | +904+26.8% | Added |
| Aufman Associates Inc | 4,300 | $458.2K | 0.32% | +4,300 | New |
| Carr Financial Group Corp | 4,309 | $459.2K | 0.15% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,324 | $460.8K | 0.03% | −88−2.0% | Reduced |
| Advisory Services Network, LLC | 4,350 | $463.6K | 0.01% | −8,365−65.8% | Reduced |
| Virtus ETF Advisers LLC | 4,437 | $472.8K | 0.25% | +638+16.8% | Added |
| Tiaa Trust, National Association | 4,455 | $474.7K | 0.00% | −36−0.8% | Reduced |
| Wetherby Asset Management Inc | 4,466 | $475.9K | 0.02% | +1,008+29.1% | Added |
| Congress Wealth Management LLC | 4,485 | $478.7K | 0.01% | −1,657−27.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,519 | $481.5K | 0.01% | −7,733−63.1% | Reduced |
| Horizon Investments, LLC | 4,548 | $484.6K | 0.01% | +3+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,600 | $490.2K | 0.02% | +850+22.7% | Added |
| Wedbush Securities Inc | 4,615 | $492.0K | 0.02% | −1,264−21.5% | Reduced |
| GFG Capital, LLC | 4,740 | $505.1K | 0.13% | +400+9.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,744 | $505.5K | 0.02% | +4,744 | New |
| Ballentine Partners, LLC | 4,747 | $505.8K | 0.01% | +2,641+125.4% | Added |
| Abbrea Capital, LLC | 4,760 | $507.0K | 0.07% | +1,200+33.7% | Added |
| Reik & Co., LLC | 4,780 | $509.4K | 0.13% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 4,863 | $518.0K | 0.12% | +835+20.7% | Added |
| Pinpoint Asset Management Ltd | 4,889 | $521.0K | 0.08% | +4,889 | New |
| Veriti Management LLC | 4,924 | $524.7K | 0.04% | +1,188+31.8% | Added |
| Avantax Advisory Services, Inc. | 5,035 | $536.5K | 0.00% | +1,750+53.3% | Added |
| Integrated Wealth Concepts LLC | 5,046 | $537.7K | 0.01% | −354−6.6% | Reduced |
| Kestra Private Wealth Services, LLC | 5,098 | $543.2K | 0.01% | +8+0.2% | Added |
| Focus Financial Network, Inc. | 5,334 | $544.1K | 0.03% | +5,334 | New |
| Signaturefd, LLC | 5,109 | $544.4K | 0.01% | +1,528+42.7% | Added |
| Aft, Forsyth & Company, Inc. | 5,158 | $549.6K | 0.31% | −20−0.4% | Reduced |
| GAM Holding AG | 5,186 | $552.6K | 0.04% | −520−9.1% | Reduced |
| Investment Management Corp of Ontario | 5,268 | $561.4K | 0.02% | −2,300−30.4% | Reduced |
| Capital International Sarl | 5,386 | $573.9K | 0.02% | +1,619+43.0% | Added |
| Parallel Advisors, LLC | 5,412 | $576.7K | 0.02% | +1,624+42.9% | Added |
| Claro Advisors LLC | 5,438 | $579.5K | 0.10% | −174−3.1% | Reduced |
| Commerzbank Aktiengesellschaft | 5,457 | $582.0K | 0.02% | +400+7.9% | Added |
| Teza Capital Management LLC | 5,481 | $584.1K | 0.08% | +5,481 | New |
| Prudential PLC | 5,488 | $584.8K | 0.00% | −4,531−45.2% | Reduced |
| Knuff & Co LLC | 5,491 | $585.1K | 0.20% | −2,889−34.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,516 | $587.8K | 0.09% | +443+8.7% | Added |
| SpiderRock Advisors, LLC | 5,747 | $599.2K | 0.02% | +5,747 | New |
| Stratos Wealth Partners, LTD. | 5,692 | $606.5K | 0.01% | +547+10.6% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 5,699 | $607.0K | 0.23% | −85−1.5% | Reduced |
| Ramiah Investment Group | 5,710 | $608.5K | 0.57% | −239−4.0% | Reduced |
| Vestcor Inc | 5,714 | $609.0K | 0.02% | −1,190−17.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,949 | $633.9K | 0.07% | −577−8.8% | Reduced |
| Independent Financial Group, LLC | 5,977 | $636.9K | 0.03% | −4,365−42.2% | Reduced |
| Newlands Management Operations LLC | 6,053 | $645.0K | 0.01% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 6,125 | $652.7K | 0.06% | +126+2.1% | Added |
| Global Retirement Partners, LLC | 6,155 | $655.9K | 0.02% | +2,971+93.3% | Added |
| Ipswich Investment Management Co., Inc. | 6,268 | $667.9K | 0.16% | −695−10.0% | Reduced |
| STF Management LP | 6,269 | $668.0K | 0.29% | −334−5.1% | Reduced |
| TD Waterhouse Canada Inc. | 6,372 | $683.2K | 0.01% | +566+9.7% | Added |
| Steward Partners Investment Advisory, LLC | 6,433 | $685.5K | 0.01% | −62−1.0% | Reduced |
| Capula Management Ltd | 6,448 | $687.1K | 0.02% | +6,448 | New |
| Assenagon Asset Management S.A. | 6,509 | $693.6K | 0.00% | +530+8.9% | Added |
| SeaCrest Wealth Management, LLC | 6,617 | $705.1K | 0.09% | −352−5.1% | Reduced |