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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 6,943 | $740.0K | 0.05% | −140−2.0% | Reduced |
| Profit Investment Management, LLC | 6,874 | $732.5K | 0.41% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6,848 | $723.2K | 0.00% | +3,980+138.8% | Added |
| Harbor Investment Advisory, LLC | 6,718 | $715.9K | 0.07% | −795−10.6% | Reduced |
| SeaCrest Wealth Management, LLC | 6,617 | $705.1K | 0.09% | −352−5.1% | Reduced |
| Assenagon Asset Management S.A. | 6,509 | $693.6K | 0.00% | +530+8.9% | Added |
| Capula Management Ltd | 6,448 | $687.1K | 0.02% | +6,448 | New |
| Steward Partners Investment Advisory, LLC | 6,433 | $685.5K | 0.01% | −62−1.0% | Reduced |
| TD Waterhouse Canada Inc. | 6,372 | $683.2K | 0.01% | +566+9.7% | Added |
| STF Management LP | 6,269 | $668.0K | 0.29% | −334−5.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,268 | $667.9K | 0.16% | −695−10.0% | Reduced |
| Global Retirement Partners, LLC | 6,155 | $655.9K | 0.02% | +2,971+93.3% | Added |
| Bristlecone Advisors, LLC | 6,125 | $652.7K | 0.06% | +126+2.1% | Added |
| Newlands Management Operations LLC | 6,053 | $645.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,977 | $636.9K | 0.03% | −4,365−42.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,949 | $633.9K | 0.07% | −577−8.8% | Reduced |
| Vestcor Inc | 5,714 | $609.0K | 0.02% | −1,190−17.2% | Reduced |
| Ramiah Investment Group | 5,710 | $608.5K | 0.57% | −239−4.0% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 5,699 | $607.0K | 0.23% | −85−1.5% | Reduced |
| Stratos Wealth Partners, LTD. | 5,692 | $606.5K | 0.01% | +547+10.6% | Added |
| SpiderRock Advisors, LLC | 5,747 | $599.2K | 0.02% | +5,747 | New |
| Linden Thomas Advisory Services, LLC | 5,516 | $587.8K | 0.09% | +443+8.7% | Added |
| Knuff & Co LLC | 5,491 | $585.1K | 0.20% | −2,889−34.5% | Reduced |
| Prudential PLC | 5,488 | $584.8K | 0.00% | −4,531−45.2% | Reduced |
| Teza Capital Management LLC | 5,481 | $584.1K | 0.08% | +5,481 | New |
| Commerzbank Aktiengesellschaft | 5,457 | $582.0K | 0.02% | +400+7.9% | Added |
| Claro Advisors LLC | 5,438 | $579.5K | 0.10% | −174−3.1% | Reduced |
| Parallel Advisors, LLC | 5,412 | $576.7K | 0.02% | +1,624+42.9% | Added |
| Capital International Sarl | 5,386 | $573.9K | 0.02% | +1,619+43.0% | Added |
| Investment Management Corp of Ontario | 5,268 | $561.4K | 0.02% | −2,300−30.4% | Reduced |
| GAM Holding AG | 5,186 | $552.6K | 0.04% | −520−9.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 5,158 | $549.6K | 0.31% | −20−0.4% | Reduced |
| Signaturefd, LLC | 5,109 | $544.4K | 0.01% | +1,528+42.7% | Added |
| Focus Financial Network, Inc. | 5,334 | $544.1K | 0.03% | +5,334 | New |
| Kestra Private Wealth Services, LLC | 5,098 | $543.2K | 0.01% | +8+0.2% | Added |
| Integrated Wealth Concepts LLC | 5,046 | $537.7K | 0.01% | −354−6.6% | Reduced |
| Avantax Advisory Services, Inc. | 5,035 | $536.5K | 0.00% | +1,750+53.3% | Added |
| Veriti Management LLC | 4,924 | $524.7K | 0.04% | +1,188+31.8% | Added |
| Pinpoint Asset Management Ltd | 4,889 | $521.0K | 0.08% | +4,889 | New |
| Abundance Wealth Counselors | 4,863 | $518.0K | 0.12% | +835+20.7% | Added |
| Reik & Co., LLC | 4,780 | $509.4K | 0.13% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,760 | $507.0K | 0.07% | +1,200+33.7% | Added |
| Ballentine Partners, LLC | 4,747 | $505.8K | 0.01% | +2,641+125.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,744 | $505.5K | 0.02% | +4,744 | New |
| GFG Capital, LLC | 4,740 | $505.1K | 0.13% | +400+9.2% | Added |
| Wedbush Securities Inc | 4,615 | $492.0K | 0.02% | −1,264−21.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,600 | $490.2K | 0.02% | +850+22.7% | Added |
| Horizon Investments, LLC | 4,548 | $484.6K | 0.01% | +3+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 4,519 | $481.5K | 0.01% | −7,733−63.1% | Reduced |
| Congress Wealth Management LLC | 4,485 | $478.7K | 0.01% | −1,657−27.0% | Reduced |
| Wetherby Asset Management Inc | 4,466 | $475.9K | 0.02% | +1,008+29.1% | Added |
| Tiaa Trust, National Association | 4,455 | $474.7K | 0.00% | −36−0.8% | Reduced |
| Virtus ETF Advisers LLC | 4,437 | $472.8K | 0.25% | +638+16.8% | Added |
| Advisory Services Network, LLC | 4,350 | $463.6K | 0.01% | −8,365−65.8% | Reduced |
| Flagship Harbor Advisors, LLC | 4,324 | $460.8K | 0.03% | −88−2.0% | Reduced |
| Carr Financial Group Corp | 4,309 | $459.2K | 0.15% | 00.0% | Unchanged |
| Aufman Associates Inc | 4,300 | $458.2K | 0.32% | +4,300 | New |
| Empowered Funds, LLC | 4,276 | $455.7K | 0.01% | +904+26.8% | Added |
| MAI Capital Management | 4,242 | $452.0K | 0.00% | −513−10.8% | Reduced |
| IPG Investment Advisors LLC | 4,112 | $438.2K | 0.10% | +4,112 | New |
| HighPoint Advisor Group LLC | 3,454 | $434.0K | 0.03% | −990−22.3% | Reduced |
| Chelsea Counsel Co | 4,034 | $429.9K | 0.24% | −198−4.7% | Reduced |
| Equitable Trust Co | 4,026 | $429.0K | 0.03% | −1,606−28.5% | Reduced |
| Zuckerman Investment Group, LLC | 4,000 | $426.2K | 0.05% | +4,000 | New |
| Alpha Family Trust | 3,990 | $425.2K | 0.26% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,925 | $418.2K | 0.02% | +638+19.4% | Added |
| AQR Capital Management LLC | 3,851 | $410.3K | 0.00% | +1,294+50.6% | Added |
| HB Wealth Management, LLC | 3,850 | $410.3K | 0.01% | +919+31.4% | Added |
| Trust Asset Management LLC | 3,828 | $407.9K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,862 | $407.8K | 0.04% | −36−0.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,804 | $405.4K | 0.05% | +104+2.8% | Added |
| V-Square Quantitative Management LLC | 3,778 | $402.6K | 0.07% | +1,280+51.2% | Added |
| Proficio Capital Partners LLC | 3,770 | $401.7K | 0.04% | +376+11.1% | Added |
| Westpac Banking Corp | 3,756 | $400.2K | 0.03% | −49−1.3% | Reduced |
| Lake Street Advisors Group, LLC | 3,738 | $398.3K | 0.02% | +660+21.4% | Added |
| Cubic Asset Management, LLC | 3,725 | $396.9K | 0.09% | −200−5.1% | Reduced |
| Bleakley Financial Group, LLC | 3,711 | $395.4K | 0.01% | +362+10.8% | Added |
| Advisory Alpha, LLC | 3,699 | $394.2K | 0.02% | +3,699 | New |
| Perkins Capital Management Inc | 3,700 | $394.0K | 0.33% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,677 | $391.8K | 0.01% | +3,677 | New |
| Prospera Financial Services Inc | 3,663 | $390.3K | 0.01% | +28+0.8% | Added |
| Stratos Wealth Advisors, LLC | 3,592 | $382.8K | 0.02% | −411−10.3% | Reduced |
| River & Mercantile Asset Management LLP | 3,539 | $377.4K | 0.09% | −37−1.0% | Reduced |
| National Philanthropic Trust | 3,541 | $377.3K | 0.01% | −204−5.4% | Reduced |
| Keybank National Association | 3,534 | $376.6K | 0.00% | +3,534 | New |
| PKO Investment Management Joint-Stock Co | 3,500 | $374.8K | 0.04% | −23,500−87.0% | Reduced |
| Merit Financial Group, LLC | 2,986 | $373.2K | 0.01% | −355−10.6% | Reduced |
| Cigna Investments Inc | 3,497 | $373.0K | 0.07% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,500 | $373.0K | 0.00% | −31,300−89.9% | Reduced |
| Stephens Inc | 3,483 | $371.1K | 0.01% | +155+4.7% | Added |
| Left Brain Wealth Management, LLC | 3,477 | $370.5K | 0.18% | +76+2.2% | Added |
| Symmetry Partners, LLC | 3,474 | $370.0K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3,460 | $368.7K | 0.02% | −45−1.3% | Reduced |
| PFG Investments, LLC | 3,445 | $367.1K | 0.02% | +3,445 | New |
| Probity Advisors, Inc. | 3,409 | $363.3K | 0.08% | +3,409 | New |
| Graham Capital Management, L.P. | 3,391 | $361.3K | 0.01% | −487−12.6% | Reduced |
| We Are One Seven, LLC | 3,390 | $361.2K | 0.02% | +136+4.2% | Added |
| Apollon Wealth Management, LLC | 3,384 | $360.6K | 0.01% | +514+17.9% | Added |
| Boston Private Wealth LLC | 3,382 | $360.4K | 0.01% | +59+1.8% | Added |
| Valeo Financial Advisors, LLC | 3,306 | $359.9K | 0.01% | −1,251−27.5% | Reduced |