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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 2,037 | $217.1K | 0.01% | −26−1.3% | Reduced |
| Harbor Advisors LLC | 2,000 | $213.1K | 0.04% | −1,000−33.3% | Reduced |
| RWM Asset Management, LLC | 2,000 | $213.1K | 0.04% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 2,000 | $213.1K | 0.08% | −50−2.4% | Reduced |
| Price Jennifer C. | 2,000 | $213.1K | 0.20% | +1,000+100.0% | Added |
| Raymond James Trust N.A. | 1,988 | $211.8K | 0.01% | +1,988 | New |
| Chicago Capital, LLC | 1,955 | $208.3K | 0.01% | −197−9.2% | Reduced |
| Dearborn Partners LLC | 1,950 | $207.8K | 0.01% | −1,600−45.1% | Reduced |
| Level Four Advisory Services, LLC | 2,072 | $206.1K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,933 | $206.0K | 0.02% | +1,933 | New |
| Meeder Advisory Services, Inc. | 1,931 | $205.8K | 0.02% | +1,931 | New |
| Ellevest, Inc. | 1,928 | $205.4K | 0.01% | +1,928 | New |
| Sentry Investment Management LLC | 1,905 | $203.0K | 0.08% | +1,905 | New |
| Avestar Capital, LLC | 1,887 | $201.1K | 0.02% | +1,887 | New |
| Syon Capital LLC | 1,886 | $201.0K | 0.02% | +1,886 | New |
| XR Securities LLC | 1,880 | $200.3K | 0.06% | +1,880 | New |
| Federated Hermes, Inc. | 1,849 | $197.0K | 0.00% | −5−0.3% | Reduced |
| Twin Lakes Capital Management, LLC | 1,772 | $188.8K | 0.13% | 00.0% | Unchanged |
| Allworth Financial LP | 1,711 | $182.4K | 0.00% | +51+3.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,710 | $182.2K | 0.08% | −116−6.4% | Reduced |
| Tortoise Investment Management, LLC | 1,672 | $178.2K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,635 | $174.2K | 0.00% | −95−5.5% | Reduced |
| Sandy Spring Bank | 1,611 | $171.7K | 0.01% | −470−22.6% | Reduced |
| First Command Advisory Services, Inc. | 1,606 | $171.1K | 0.00% | +4+0.2% | Added |
| Wellington Shields Capital Management, LLC | 1,602 | $170.7K | 0.03% | +1,600+80,000.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,590 | $169.4K | 0.05% | +1,477+1,307.1% | Added |
| Crewe Advisors LLC | 1,564 | $166.7K | 0.02% | +1,564 | New |
| Huntington National Bank | 1,544 | $164.5K | 0.00% | +388+33.6% | Added |
| Brown, Lisle/Cummings, Inc. | 1,535 | $163.6K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 1,518 | $162.0K | 0.02% | +4+0.3% | Added |
| Principal Securities, Inc. | 1,520 | $162.0K | 0.01% | −467−23.5% | Reduced |
| Optimum Investment Advisors | 1,489 | $158.7K | 0.07% | +200+15.5% | Added |
| Lindbrook Capital, LLC | 1,475 | $157.2K | 0.01% | +84+6.0% | Added |
| Harbour Investments, Inc. | 1,399 | $149.1K | 0.01% | +13+0.9% | Added |
| Montag A & Associates Inc | 1,386 | $147.7K | 0.01% | −41−2.9% | Reduced |
| GeoWealth Management, LLC | 1,374 | $146.4K | 0.01% | +1,374 | New |
| Benjamin F. Edwards & Company, Inc. | 1,345 | $144.0K | 0.00% | −416−23.6% | Reduced |
| Geneos Wealth Management Inc. | 1,324 | $141.1K | 0.01% | −395−23.0% | Reduced |
| Spire Wealth Management | 1,308 | $139.4K | 0.00% | +197+17.7% | Added |
| CoreCap Advisors, LLC | 1,172 | $124.9K | 0.01% | +1,172 | New |
| LRI Investments, LLC | 1,162 | $123.8K | 0.03% | +1,162 | New |
| Parkside Financial Bank & Trust | 1,153 | $122.9K | 0.02% | +595+106.6% | Added |
| NBC Securities, Inc. | 1,154 | $122.0K | 0.01% | −68−5.6% | Reduced |
| Sittner & Nelson, LLC | 1,140 | $121.5K | 0.06% | +50+4.6% | Added |
| Shell Asset Management Co | 995 | $118.0K | 0.01% | −694−41.1% | Reduced |
| Sound Income Strategies, LLC | 1,077 | $114.8K | 0.01% | +315+41.3% | Added |
| Roberts Capital Advisors, LLC | 1,067 | $113.7K | 0.11% | +1,067 | New |
| Allianz SE | 1,050 | $111.9K | 0.00% | +1,050 | New |
| Ofi Invest Asset Management | 1,110 | $109.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 1,017 | $108.5K | 0.01% | +1,017 | New |
| Estabrook Capital Management | 1,000 | $106.6K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $106.6K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $106.6K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $106.6K | 0.02% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 990 | $106.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 988 | $105.3K | 0.02% | +700+243.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 987 | $105.2K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 1,000 | $105.0K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 940 | $100.2K | 0.00% | +940 | New |
| American National Bank | 901 | $96.0K | 0.01% | +880+4,190.5% | Added |
| Ostrum Asset Management | 888 | $94.6K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 715 | $87.1K | 0.00% | +89+14.2% | Added |
| Farther Finance Advisors, LLC | 811 | $85.6K | 0.01% | +203+33.4% | Added |
| Proequities, Inc. | 799 | $85.1K | 0.01% | +25+3.2% | Added |
| Mirova | 741 | $79.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 712 | $78.5K | 0.01% | +237+49.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 733 | $78.1K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 718 | $76.0K | 0.01% | −50−6.5% | Reduced |
| Brown Brothers Harriman & Co | 708 | $75.4K | 0.00% | +199+39.1% | Added |
| Frank, Rimerman Advisors LLC | 701 | $74.7K | 0.01% | +701 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $74.6K | 0.14% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 613 | $67.8K | 0.01% | +560+1,056.6% | Added |
| Ogorek Anthony Joseph | 612 | $65.0K | 0.02% | +340+125.0% | Added |
| Canton Hathaway, LLC | 601 | $64.0K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 600 | $64.0K | 0.00% | +250+71.4% | Added |
| Birchbrook, Inc. | 600 | $63.9K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 571 | $60.8K | 0.00% | +237+71.0% | Added |
| Capital Advisors, Ltd. LLC | 556 | $59.0K | 0.01% | +18+3.3% | Added |
| JFS Wealth Advisors, LLC | 550 | $58.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 550 | $58.6K | 0.05% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 546 | $58.2K | 0.02% | +46+9.2% | Added |
| Mather Group, LLC. | 576 | $57.3K | 0.00% | +576 | New |
| Archer Investment Corp | 534 | $56.9K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 537 | $56.7K | 0.04% | +537 | New |
| Sachetta, LLC | 566 | $56.3K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 500 | $53.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $53.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 483 | $51.5K | 0.00% | +480+16,000.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 490 | $51.2K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 475 | $50.6K | 0.00% | −251−34.6% | Reduced |
| Consultiva Wealth Management, Corp. | 475 | $50.6K | 0.47% | +475 | New |
| Valley National Advisers Inc | 464 | $49.0K | 0.01% | −48−9.4% | Reduced |
| Rakuten Securities, Inc. | 453 | $48.3K | 0.02% | −626−58.0% | Reduced |
| CVA Family Office, LLC | 445 | $47.4K | 0.01% | +315+242.3% | Added |
| Kelly Financial Services LLC | 444 | $47.3K | 0.02% | +100+29.1% | Added |
| Rothschild Investment LLC | 438 | $46.7K | 0.00% | +65+17.4% | Added |
| GPS Wealth Strategies Group, LLC | 435 | $46.4K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 430 | $45.8K | 0.02% | −85−16.5% | Reduced |
| TD Private Client Wealth LLC | 428 | $45.6K | 0.00% | −218−33.7% | Reduced |
| Key Financial Inc | 426 | $45.4K | 0.01% | 00.0% | Unchanged |