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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 3,343 | $356.2K | 0.01% | +675+25.3% | Added |
| Heritage Investors Management Corp | 3,335 | $355.0K | 0.01% | +50+1.5% | Added |
| Sigma Planning Corp | 3,313 | $353.0K | 0.01% | +536+19.3% | Added |
| Altshuler Shaham Ltd | 3,300 | $351.6K | 0.01% | +3,300 | New |
| GSB Wealth Management, LLC | 3,292 | $350.8K | 0.10% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 3,282 | $349.7K | 0.63% | +193+6.2% | Added |
| Capstone Triton Financial Group, LLC | 3,271 | $348.6K | 0.25% | −261−7.4% | Reduced |
| Savant Capital, LLC | 3,267 | $348.1K | 0.00% | +223+7.3% | Added |
| Greenleaf Trust | 3,253 | $346.6K | 0.00% | +953+41.4% | Added |
| Baader Bank INC | 3,250 | $346.3K | 0.03% | −1,137−25.9% | Reduced |
| Dakota Wealth Management | 3,247 | $346.0K | 0.01% | +3,247 | New |
| Gerber Kawasaki Wealth & Investment Management | 3,231 | $344.3K | 0.02% | +102+3.3% | Added |
| Emerald Advisers, LLC | 3,200 | $341.0K | 0.01% | −1,936−37.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,193 | $340.2K | 0.02% | −52−1.6% | Reduced |
| Summit Trail Advisors, LLC | 3,155 | $336.2K | 0.01% | +3,155 | New |
| Kinneret Advisory, LLC | 3,133 | $333.9K | 0.03% | −10−0.3% | Reduced |
| Redwood Wealth Management Group, LLC | 3,127 | $333.2K | 0.35% | −5−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 3,120 | $332.5K | 0.00% | −4−0.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,115 | $331.9K | 0.14% | +200+6.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,114 | $331.8K | 0.02% | +296+10.5% | Added |
| Paloma Partners Management Co | 3,094 | $329.7K | 0.05% | +3,094 | New |
| Little House Capital LLC | 3,089 | $329.2K | 0.11% | +3,089 | New |
| CAPROCK Group, Inc. | 3,082 | $328.4K | 0.02% | +621+25.2% | Added |
| Adviser Investments LLC | 3,056 | $325.6K | 0.00% | +845+38.2% | Added |
| Wetzel Investment Advisors, Inc. | 3,190 | $325.4K | 0.19% | −300−8.6% | Reduced |
| Beaton Management Co. Inc. | 3,050 | $325.0K | 0.18% | +3,050 | New |
| Carl P. Sherr & Co., LLC | 3,043 | $324.3K | 0.18% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 3,020 | $321.8K | 0.06% | 00.0% | Unchanged |
| 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 |
| GAMMA Investing LLC | 2,994 | $319.0K | 0.06% | +822+37.8% | Added |
| Glenmede Trust Co NA | 2,992 | $318.8K | 0.00% | +2,992 | New |
| CV Advisors LLC | 2,991 | $318.7K | 0.19% | 00.0% | Unchanged |
| CX Institutional | 2,966 | $316.1K | 0.02% | +591+24.9% | Added |
| Clear Harbor Asset Management, LLC | 2,948 | $314.1K | 0.03% | +223+8.2% | Added |
| Quadrant Capital Group LLC | 2,916 | $310.7K | 0.02% | +244+9.1% | Added |
| Buckingham Strategic Wealth, LLC | 2,907 | $309.8K | 0.00% | +511+21.3% | Added |
| Klingman & Associates, LLC | 2,888 | $307.7K | 0.02% | −965−25.0% | Reduced |
| Nomura Holdings Inc | 2,887 | $307.6K | 0.00% | −13,452−82.3% | Reduced |
| MMBG Investment Advisors Co. | 2,860 | $304.8K | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,838 | $302.4K | 0.02% | −50−1.7% | Reduced |
| Blue Fin Capital, Inc. | 2,796 | $297.9K | 0.07% | +568+25.5% | Added |
| AlTi Global, Inc. | 2,751 | $293.1K | 0.01% | 00.0% | Unchanged |
| JT Stratford LLC | 2,747 | $292.7K | 0.06% | +2,747 | New |
| Kovack Advisors, Inc. | 2,731 | $291.0K | 0.04% | +23+0.8% | Added |
| Wealthspire Advisors, LLC | 2,725 | $290.4K | 0.00% | −303−10.0% | Reduced |
| Keebeck Wealth Management, LLC | 2,705 | $288.2K | 0.04% | +185+7.3% | Added |
| TFB Advisors LLC | 2,574 | $286.9K | 0.10% | +2,574 | 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 |
| Sanders Morris Harris LLC | 2,675 | $285.0K | 0.05% | +2,675 | New |
| Dai-Ichi Life Insurance Company, Ltd | 2,673 | $284.8K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,602 | $277.3K | 0.00% | +2,602 | New |
| Lee Financial Co | 2,601 | $277.2K | 0.05% | +10.0% | Added |
| Regal Investment Advisors LLC | 2,572 | $274.1K | 0.02% | +79+3.2% | Added |
| Snowden Capital Advisors LLC | 2,552 | $271.9K | 0.01% | +2,552 | New |
| Park Avenue Securities LLC | 2,545 | $271.0K | 0.00% | −1,160−31.3% | Reduced |
| One Capital Management, LLC | 2,542 | $270.9K | 0.01% | −441−14.8% | Reduced |
| Cornerstone Wealth Management, LLC | 2,537 | $270.3K | 0.02% | −280−9.9% | Reduced |
| Investors Research Corp | 2,527 | $269.3K | 0.06% | −125−4.7% | Reduced |
| Principle Wealth Partners LLC | 2,497 | $266.1K | 0.02% | +102+4.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,468 | $263.0K | 0.02% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 2,450 | $261.1K | 0.01% | +250+11.4% | Added |
| Synovus Financial Corp | 2,439 | $259.9K | 0.00% | −455−15.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,438 | $259.8K | 0.01% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,421 | $258.0K | 0.06% | −13−0.5% | Reduced |
| Visionary Wealth Advisors | 2,407 | $256.5K | 0.02% | +2,407 | 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 |
| DRW Securities, LLC | 2,404 | $256.2K | 0.01% | +2,404 | New |
| Perigon Wealth Management, LLC | 2,393 | $254.9K | 0.01% | +2,393 | New |
| EP Wealth Advisors, LLC | 2,385 | $254.1K | 0.00% | +2,385 | New |
| Boston Family Office LLC | 2,343 | $250.0K | 0.02% | +319+15.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 2,337 | $249.0K | 0.00% | +2,337 | New |
| Aberdeen Wealth Management LLC | 2,315 | $246.7K | 0.14% | +2,315 | New |
| Vantage Consulting Group Inc | 2,305 | $245.6K | 0.16% | −607−20.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,300 | $245.1K | 0.00% | +2,300 | New |
| Clarius Group, LLC | 2,293 | $244.3K | 0.02% | −450−16.4% | Reduced |
| Jupiter Wealth Management LLC | 2,000 | $243.8K | 0.13% | +2,000 | 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 |
| Lake Street Financial LLC | 2,241 | $238.8K | 0.03% | +2,241 | New |
| Concurrent Investment Advisors, LLC | 2,236 | $238.3K | 0.01% | +71+3.3% | Added |
| Sunbelt Securities, Inc. | 2,229 | $237.5K | 0.03% | −40−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 2,227 | $237.1K | 0.01% | +5+0.2% | Added |
| Strategic Blueprint, LLC | 2,212 | $235.7K | 0.02% | −8−0.4% | Reduced |
| Philadelphia Trust Co | 2,180 | $232.0K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,072 | $231.2K | 0.02% | +2,072 | New |
| Mayfair Advisory Group, LLC | 2,164 | $230.6K | 0.17% | +122+6.0% | Added |
| Atomi Financial Group, Inc. | 2,111 | $224.9K | 0.02% | +2,111 | New |
| Cohen Klingenstein LLC | 2,100 | $223.8K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,095 | $223.2K | 0.06% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,087 | $222.4K | 0.00% | −263−11.2% | Reduced |
| Millennium Capital Advisors, LLC | 2,083 | $222.0K | 0.16% | −307−12.8% | Reduced |
| Conning Inc. | 2,078 | $221.4K | 0.01% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,070 | $220.6K | 0.03% | −102−4.7% | Reduced |
| Baird Financial Group, Inc. | 2,066 | $220.2K | 0.00% | −4,536−68.7% | Reduced |
| Integrated Advisors Network LLC | 2,061 | $219.6K | 0.01% | +2,061 | New |
| Arlington Capital Management, Inc. | 2,050 | $218.4K | 0.18% | 00.0% | Unchanged |
| Argent Trust Co | 2,044 | $217.8K | 0.01% | +2,044 | New |