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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 6,718 | $715.9K | 0.07% | −795−10.6% | Reduced |
| CIBC Private Wealth Group, LLC | 6,848 | $723.2K | 0.00% | +3,980+138.8% | Added |
| Profit Investment Management, LLC | 6,874 | $732.5K | 0.41% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,943 | $740.0K | 0.05% | −140−2.0% | Reduced |
| Humankind Investments LLC | 7,023 | $748.4K | 0.20% | −613−8.0% | Reduced |
| Apeiron Capital Ltd | 7,069 | $753.3K | 0.38% | −24,131−77.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,091 | $755.6K | 0.05% | +4,628+187.9% | Added |
| Degroof Petercam Asset Management | 7,147 | $761.6K | 0.01% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 7,243 | $771.8K | 0.07% | +1,213+20.1% | Added |
| Bessemer Group Inc | 7,258 | $774.0K | 0.00% | +276+4.0% | Added |
| Atria Wealth Solutions, Inc. | 7,344 | $782.6K | 0.01% | −32−0.4% | Reduced |
| Brown Advisory Inc | 7,450 | $793.9K | 0.00% | +1,687+29.3% | Added |
| Eqis Capital Management, Inc. | 7,546 | $804.1K | 0.06% | −1,066−12.4% | Reduced |
| Washington Trust Co | 7,561 | $805.7K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 7,645 | $814.7K | 0.09% | −1,400−15.5% | Reduced |
| Nemes Rush Group LLC | 7,745 | $825.3K | 0.12% | +2,308+42.4% | Added |
| Outfitter Financial LLC | 7,780 | $829.0K | 0.68% | −70−0.9% | Reduced |
| Corton Capital Inc. | 7,787 | $829.8K | 0.31% | +724+10.3% | Added |
| Stevard, LLC | 7,851 | $836.6K | 0.75% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 7,974 | $849.3K | 0.03% | +183+2.3% | Added |
| Inspire Trust Co, N.A. | 8,025 | $855.1K | 0.48% | +2,900+56.6% | Added |
| Sequoia Financial Advisors, LLC | 8,147 | $868.2K | 0.01% | +923+12.8% | Added |
| Public Sector Pension Investment Board | 8,323 | $886.9K | 0.01% | −200−2.3% | Reduced |
| Wellington Shields & Co., LLC | 8,376 | $892.5K | 0.30% | +2,570+44.3% | Added |
| Walleye Capital LLC | 8,392 | $894.3K | 0.01% | +8,392 | New |
| Captrust Financial Advisors | 8,482 | $903.8K | 0.00% | −4,394−34.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,551 | $911.0K | 0.02% | −56,986−87.0% | Reduced |
| DMG Group, LLC | 8,586 | $914.9K | 0.79% | +870+11.3% | Added |
| Commerce Bank | 8,702 | $927.3K | 0.01% | +3,441+65.4% | Added |
| LM Advisors LLC | 8,752 | $933.0K | 0.15% | −2,300−20.8% | Reduced |
| Panagora Asset Management Inc | 8,781 | $935.7K | 0.00% | −5−0.1% | Reduced |
| New Insight Wealth Advisors | 8,792 | $936.9K | 0.58% | −45−0.5% | Reduced |
| Central Trust Co | 8,887 | $947.0K | 0.02% | −1,516−14.6% | Reduced |
| Marshall Wace, LLP | 8,900 | $948.4K | 0.00% | −68,000−88.4% | Reduced |
| Empirical Finance, LLC | 8,975 | $956.4K | 0.06% | +399+4.7% | Added |
| Squarepoint Ops LLC | 8,996 | $958.6K | 0.00% | −142,320−94.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,058 | $965.2K | 0.05% | −947−9.5% | Reduced |
| Money Concepts Capital Corp | 9,096 | $969.3K | 0.09% | +892+10.9% | Added |
| NVWM, LLC | 9,176 | $977.8K | 0.27% | +5,838+174.9% | Added |
| Cornerstone Advisors, LLC | 9,200 | $980.4K | 0.04% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 9,242 | $984.8K | 0.17% | +242+2.7% | Added |
| Harbor Capital Advisors, Inc. | 9,312 | $992.0K | 0.13% | −530−5.4% | Reduced |
| Everence Capital Management Inc | 9,330 | $994.0K | 0.07% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,336 | $994.8K | 0.00% | +4,070+77.3% | Added |
| Patten & Patten Inc | 9,494 | $1.01M | 0.07% | +671+7.6% | Added |
| Resources Investment Advisors, LLC. | 9,496 | $1.01M | 0.02% | −182−1.9% | Reduced |
| Brandywine Managers, LLC | 9,510 | $1.01M | 1.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 9,871 | $1.02M | 0.03% | +1,549+18.6% | Added |
| United Capital Financial Advisers, LLC | 9,904 | $1.06M | 0.01% | +1,124+12.8% | Added |
| Capital Counsel LLC | 9,970 | $1.06M | 0.05% | −431−4.1% | Reduced |
| Atria Investments LLC | 9,976 | $1.06M | 0.01% | +9,976 | New |
| Lazard Asset Management LLC | 10,171 | $1.08M | 0.00% | +4,563+81.4% | Added |
| Beacon Pointe Advisors, LLC | 10,224 | $1.09M | 0.01% | −1,337−11.6% | Reduced |
| Balyasny Asset Management LLC | 10,300 | $1.10M | 0.00% | +10,300 | New |
| Ieq Capital, LLC | 10,330 | $1.10M | 0.02% | +1,637+18.8% | Added |
| Lipe & Dalton | 10,497 | $1.12M | 0.58% | −3,865−26.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,526 | $1.12M | 0.03% | +26+0.2% | Added |
| Moloney Securities Asset Management, LLC | 10,545 | $1.12M | 0.17% | +2,734+35.0% | Added |
| Northwestern Mutual Wealth Management Co | 10,667 | $1.14M | 0.00% | +240+2.3% | Added |
| E Fund Management Co., Ltd. | 10,694 | $1.14M | 0.07% | −1,604−13.0% | Reduced |
| Ci Investments Inc. | 10,797 | $1.15M | 0.00% | +4,118+61.7% | Added |
| O'Shaughnessy Asset Management, LLC | 10,869 | $1.16M | 0.01% | +3,148+40.8% | Added |
| Arkadios Wealth Advisors | 10,904 | $1.16M | 0.09% | −834−7.1% | Reduced |
| Capstone Investment Advisors, LLC | 10,940 | $1.17M | 0.02% | +3,034+38.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,947 | $1.17M | 0.08% | −871−7.4% | Reduced |
| McAdam, LLC | 10,958 | $1.17M | 0.07% | −39−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,980 | $1.17M | 0.00% | −1,473−11.8% | Reduced |
| Siemens Fonds Invest GmbH | 11,034 | $1.18M | 0.09% | −7,925−41.8% | Reduced |
| Qsemble Capital Management, LP | 11,087 | $1.18M | 0.26% | +11,087 | New |
| Motley Fool Asset Management LLC | 11,298 | $1.20M | 0.08% | +812+7.7% | Added |
| AustralianSuper Pty Ltd | 11,423 | $1.21M | 0.01% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 11,400 | $1.21M | 0.19% | +7,750+212.3% | Added |
| Dana Investment Advisors, Inc. | 11,449 | $1.22M | 0.04% | +137+1.2% | Added |
| Exchange Traded Concepts, LLC | 11,683 | $1.24M | 0.03% | −1,697−12.7% | Reduced |
| Kestra Advisory Services, LLC | 12,240 | $1.30M | 0.01% | −1,804−12.8% | Reduced |
| Metis Global Partners, LLC | 12,241 | $1.30M | 0.05% | −141−1.1% | Reduced |
| Harvest Fund Management Co., Ltd | 12,297 | $1.31M | 0.12% | +8,910+263.1% | Added |
| Princeton Capital Management LLC | 12,507 | $1.33M | 0.48% | +752+6.4% | Added |
| Rakuten Investment Management, Inc. | 12,518 | $1.33M | 0.01% | +11,704+1,437.8% | Added |
| Rathbone Brothers plc | 12,628 | $1.35M | 0.01% | +1,727+15.8% | Added |
| Schonfeld Strategic Advisors LLC | 12,685 | $1.35M | 0.01% | −2,011−13.7% | Reduced |
| Provident Co of the Employees of the Hebrew University LTD | 12,943 | $1.38M | 1.46% | +12,943 | New |
| Green Alpha Advisors, LLC | 12,952 | $1.38M | 1.00% | +1,354+11.7% | Added |
| AIA Group Ltd | 13,000 | $1.39M | 0.05% | −1,264−8.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 13,052 | $1.39M | 0.08% | −911−6.5% | Reduced |
| UniSuper Management Pty Ltd | 13,158 | $1.40M | 0.01% | +9,931+307.7% | Added |
| Metropolitan Life Insurance Co | 13,378 | $1.43M | 0.06% | −123−0.9% | Reduced |
| Old Port Advisors | 13,478 | $1.44M | 0.44% | +2,317+20.8% | Added |
| Weiss Asset Management LP | 13,498 | $1.44M | 0.07% | +13,498 | New |
| GWM Advisors LLC | 13,546 | $1.44M | 0.01% | +1,228+10.0% | Added |
| Swiss Life Asset Management Ltd | 13,553 | $1.44M | 0.02% | −38,160−73.8% | Reduced |
| Scotia Capital Inc. | 13,634 | $1.45M | 0.01% | +866+6.8% | Added |
| Wealthfront Advisers LLC | 14,002 | $1.49M | 0.01% | +9,003+180.1% | Added |
| Norinchukin Bank, The | 14,040 | $1.50M | 0.04% | −282−2.0% | Reduced |
| Eastern Bank | 14,244 | $1.52M | 0.06% | +50+0.4% | Added |
| Crossmark Global Holdings, Inc. | 14,297 | $1.52M | 0.03% | −227−1.6% | Reduced |
| Janney Montgomery Scott LLC | 14,373 | $1.53M | 0.00% | +4,003+38.6% | Added |
| Private Advisor Group, LLC | 14,490 | $1.54M | 0.01% | −104−0.7% | Reduced |
| TT International Asset Management LTD | 14,500 | $1.54M | 0.15% | +500+3.6% | Added |
| Qube Research & Technologies Ltd | 14,542 | $1.55M | 0.00% | +14,542 | New |