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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,935 | $1.59M | 0.00% | −102,318−87.3% | Reduced |
| Ameritas Investment Partners, Inc. | 14,760 | $1.57M | 0.05% | −120−0.8% | Reduced |
| Sectoral Asset Management Inc | 14,740 | $1.57M | 0.62% | −1,360−8.4% | Reduced |
| 180 Wealth Advisors, LLC | 14,708 | $1.57M | 0.28% | +675+4.8% | Added |
| Qube Research & Technologies Ltd | 14,542 | $1.55M | 0.00% | +14,542 | New |
| TT International Asset Management LTD | 14,500 | $1.54M | 0.15% | +500+3.6% | Added |
| Private Advisor Group, LLC | 14,490 | $1.54M | 0.01% | −104−0.7% | Reduced |
| Janney Montgomery Scott LLC | 14,373 | $1.53M | 0.00% | +4,003+38.6% | Added |
| Crossmark Global Holdings, Inc. | 14,297 | $1.52M | 0.03% | −227−1.6% | Reduced |
| Eastern Bank | 14,244 | $1.52M | 0.06% | +50+0.4% | Added |
| Norinchukin Bank, The | 14,040 | $1.50M | 0.04% | −282−2.0% | Reduced |
| Wealthfront Advisers LLC | 14,002 | $1.49M | 0.01% | +9,003+180.1% | Added |
| Scotia Capital Inc. | 13,634 | $1.45M | 0.01% | +866+6.8% | Added |
| Swiss Life Asset Management Ltd | 13,553 | $1.44M | 0.02% | −38,160−73.8% | Reduced |
| GWM Advisors LLC | 13,546 | $1.44M | 0.01% | +1,228+10.0% | Added |
| Weiss Asset Management LP | 13,498 | $1.44M | 0.07% | +13,498 | New |
| Old Port Advisors | 13,478 | $1.44M | 0.44% | +2,317+20.8% | Added |
| Metropolitan Life Insurance Co | 13,378 | $1.43M | 0.06% | −123−0.9% | Reduced |
| UniSuper Management Pty Ltd | 13,158 | $1.40M | 0.01% | +9,931+307.7% | Added |
| Reynders McVeigh Capital Management, LLC | 13,052 | $1.39M | 0.08% | −911−6.5% | Reduced |
| AIA Group Ltd | 13,000 | $1.39M | 0.05% | −1,264−8.9% | Reduced |
| Green Alpha Advisors, LLC | 12,952 | $1.38M | 1.00% | +1,354+11.7% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 12,943 | $1.38M | 1.46% | +12,943 | New |
| Schonfeld Strategic Advisors LLC | 12,685 | $1.35M | 0.01% | −2,011−13.7% | Reduced |
| Rathbone Brothers plc | 12,628 | $1.35M | 0.01% | +1,727+15.8% | Added |
| Rakuten Investment Management, Inc. | 12,518 | $1.33M | 0.01% | +11,704+1,437.8% | Added |
| Princeton Capital Management LLC | 12,507 | $1.33M | 0.48% | +752+6.4% | Added |
| Harvest Fund Management Co., Ltd | 12,297 | $1.31M | 0.12% | +8,910+263.1% | Added |
| Metis Global Partners, LLC | 12,241 | $1.30M | 0.05% | −141−1.1% | Reduced |
| Kestra Advisory Services, LLC | 12,240 | $1.30M | 0.01% | −1,804−12.8% | Reduced |
| Exchange Traded Concepts, LLC | 11,683 | $1.24M | 0.03% | −1,697−12.7% | Reduced |
| Dana Investment Advisors, Inc. | 11,449 | $1.22M | 0.04% | +137+1.2% | Added |
| John G Ullman & Associates Inc | 11,400 | $1.21M | 0.19% | +7,750+212.3% | Added |
| AustralianSuper Pty Ltd | 11,423 | $1.21M | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 11,298 | $1.20M | 0.08% | +812+7.7% | Added |
| Qsemble Capital Management, LP | 11,087 | $1.18M | 0.26% | +11,087 | New |
| Siemens Fonds Invest GmbH | 11,034 | $1.18M | 0.09% | −7,925−41.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,980 | $1.17M | 0.00% | −1,473−11.8% | Reduced |
| McAdam, LLC | 10,958 | $1.17M | 0.07% | −39−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,947 | $1.17M | 0.08% | −871−7.4% | Reduced |
| Capstone Investment Advisors, LLC | 10,940 | $1.17M | 0.02% | +3,034+38.4% | Added |
| Arkadios Wealth Advisors | 10,904 | $1.16M | 0.09% | −834−7.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,869 | $1.16M | 0.01% | +3,148+40.8% | Added |
| Ci Investments Inc. | 10,797 | $1.15M | 0.00% | +4,118+61.7% | Added |
| E Fund Management Co., Ltd. | 10,694 | $1.14M | 0.07% | −1,604−13.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,667 | $1.14M | 0.00% | +240+2.3% | Added |
| Moloney Securities Asset Management, LLC | 10,545 | $1.12M | 0.17% | +2,734+35.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,526 | $1.12M | 0.03% | +26+0.2% | Added |
| Lipe & Dalton | 10,497 | $1.12M | 0.58% | −3,865−26.9% | Reduced |
| Ieq Capital, LLC | 10,330 | $1.10M | 0.02% | +1,637+18.8% | Added |
| Balyasny Asset Management LLC | 10,300 | $1.10M | 0.00% | +10,300 | New |
| Beacon Pointe Advisors, LLC | 10,224 | $1.09M | 0.01% | −1,337−11.6% | Reduced |
| Lazard Asset Management LLC | 10,171 | $1.08M | 0.00% | +4,563+81.4% | Added |
| Atria Investments LLC | 9,976 | $1.06M | 0.01% | +9,976 | New |
| Capital Counsel LLC | 9,970 | $1.06M | 0.05% | −431−4.1% | Reduced |
| United Capital Financial Advisers, LLC | 9,904 | $1.06M | 0.01% | +1,124+12.8% | Added |
| National Asset Management, Inc. | 9,871 | $1.02M | 0.03% | +1,549+18.6% | Added |
| Brandywine Managers, LLC | 9,510 | $1.01M | 1.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9,496 | $1.01M | 0.02% | −182−1.9% | Reduced |
| Patten & Patten Inc | 9,494 | $1.01M | 0.07% | +671+7.6% | Added |
| Fifth Third Bancorp | 9,336 | $994.8K | 0.00% | +4,070+77.3% | Added |
| Everence Capital Management Inc | 9,330 | $994.0K | 0.07% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 9,312 | $992.0K | 0.13% | −530−5.4% | Reduced |
| Cohen Capital Management, Inc. | 9,242 | $984.8K | 0.17% | +242+2.7% | Added |
| Cornerstone Advisors, LLC | 9,200 | $980.4K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 9,176 | $977.8K | 0.27% | +5,838+174.9% | Added |
| Money Concepts Capital Corp | 9,096 | $969.3K | 0.09% | +892+10.9% | Added |
| Tokio Marine Asset Management Co Ltd | 9,058 | $965.2K | 0.05% | −947−9.5% | Reduced |
| Squarepoint Ops LLC | 8,996 | $958.6K | 0.00% | −142,320−94.1% | Reduced |
| Empirical Finance, LLC | 8,975 | $956.4K | 0.06% | +399+4.7% | Added |
| Marshall Wace, LLP | 8,900 | $948.4K | 0.00% | −68,000−88.4% | Reduced |
| Central Trust Co | 8,887 | $947.0K | 0.02% | −1,516−14.6% | Reduced |
| New Insight Wealth Advisors | 8,792 | $936.9K | 0.58% | −45−0.5% | Reduced |
| Panagora Asset Management Inc | 8,781 | $935.7K | 0.00% | −5−0.1% | Reduced |
| LM Advisors LLC | 8,752 | $933.0K | 0.15% | −2,300−20.8% | Reduced |
| Commerce Bank | 8,702 | $927.3K | 0.01% | +3,441+65.4% | Added |
| DMG Group, LLC | 8,586 | $914.9K | 0.79% | +870+11.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,551 | $911.0K | 0.02% | −56,986−87.0% | Reduced |
| Captrust Financial Advisors | 8,482 | $903.8K | 0.00% | −4,394−34.1% | Reduced |
| Walleye Capital LLC | 8,392 | $894.3K | 0.01% | +8,392 | New |
| Wellington Shields & Co., LLC | 8,376 | $892.5K | 0.30% | +2,570+44.3% | Added |
| Public Sector Pension Investment Board | 8,323 | $886.9K | 0.01% | −200−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 8,147 | $868.2K | 0.01% | +923+12.8% | Added |
| Inspire Trust Co, N.A. | 8,025 | $855.1K | 0.48% | +2,900+56.6% | Added |
| Great Valley Advisor Group, Inc. | 7,974 | $849.3K | 0.03% | +183+2.3% | Added |
| Stevard, LLC | 7,851 | $836.6K | 0.75% | 00.0% | Unchanged |
| Corton Capital Inc. | 7,787 | $829.8K | 0.31% | +724+10.3% | Added |
| Outfitter Financial LLC | 7,780 | $829.0K | 0.68% | −70−0.9% | Reduced |
| Nemes Rush Group LLC | 7,745 | $825.3K | 0.12% | +2,308+42.4% | Added |
| Royal Fund Management, LLC | 7,645 | $814.7K | 0.09% | −1,400−15.5% | Reduced |
| Washington Trust Co | 7,561 | $805.7K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,546 | $804.1K | 0.06% | −1,066−12.4% | Reduced |
| Brown Advisory Inc | 7,450 | $793.9K | 0.00% | +1,687+29.3% | Added |
| Atria Wealth Solutions, Inc. | 7,344 | $782.6K | 0.01% | −32−0.4% | Reduced |
| Bessemer Group Inc | 7,258 | $774.0K | 0.00% | +276+4.0% | Added |
| Hemenway Trust Co LLC | 7,243 | $771.8K | 0.07% | +1,213+20.1% | Added |
| Degroof Petercam Asset Management | 7,147 | $761.6K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,091 | $755.6K | 0.05% | +4,628+187.9% | Added |
| Apeiron Capital Ltd | 7,069 | $753.3K | 0.38% | −24,131−77.3% | Reduced |
| Humankind Investments LLC | 7,023 | $748.4K | 0.20% | −613−8.0% | Reduced |