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 |
|---|---|---|---|---|---|
| Covestor Ltd | 413 | $44.0K | 0.03% | −272−39.7% | Reduced |
| Quent Capital, LLC | 406 | $43.3K | 0.01% | −34−7.7% | Reduced |
| Rosenberg Matthew Hamilton | 407 | $43.0K | 0.01% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $42.6K | 0.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 379 | $40.4K | 0.01% | +5+1.3% | Added |
| Catalyst Capital Advisors LLC | 373 | $39.7K | 0.00% | +16+4.5% | Added |
| Deseret Mutual Benefit Administrators | 371 | $39.5K | 0.02% | +126+51.4% | Added |
| Umb Bank N A | 366 | $39.0K | 0.00% | +201+121.8% | Added |
| Cambridge Trust Co | 334 | $35.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 328 | $35.0K | 0.00% | −218−39.9% | Reduced |
| Country Trust Bank | 318 | $33.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 316 | $33.7K | 0.02% | +286+953.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 300 | $33.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 309 | $33.0K | 0.01% | −301−49.3% | Reduced |
| Private Trust Co NA | 306 | $32.6K | 0.00% | −133−30.3% | Reduced |
| Colonial Trust Co | 300 | $32.0K | 0.01% | −2−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 300 | $32.0K | 0.00% | +300 | New |
| Westside Investment Management, Inc. | 300 | $31.7K | 0.01% | +300 | New |
| First Horizon Advisors, Inc. | 295 | $31.4K | 0.00% | +253+602.4% | Added |
| Arlington Trust Co LLC | 290 | $30.9K | 0.01% | −6−2.0% | Reduced |
| Cedar Wealth Management, LLC | 290 | $30.9K | 0.01% | +90+45.0% | Added |
| Fernwood Investment Management, LLC | 290 | $30.9K | 0.01% | +290 | New |
| Global Financial Private Client, LLC | 280 | $29.6K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 271 | $29.0K | 0.00% | −170−38.5% | Reduced |
| Centerpoint Advisors, LLC | 274 | $29.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 271 | $28.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 266 | $28.3K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 266 | $28.3K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 240 | $25.6K | 0.00% | +20+9.1% | Added |
| Ancora Advisors, LLC | 236 | $25.1K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 234 | $24.9K | 0.00% | −266−53.2% | Reduced |
| Financial Perspectives, Inc | 230 | $24.5K | 0.01% | −206−47.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 230 | $24.5K | 0.00% | −80−25.8% | Reduced |
| Frazier Financial Advisors, LLC | 223 | $23.8K | 0.02% | +3+1.4% | Added |
| Salem Investment Counselors Inc | 215 | $22.9K | 0.00% | +150+230.8% | Added |
| Activest Wealth Management | 211 | $22.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $22.4K | 0.00% | +195+1,300.0% | Added |
| Retirement Group, LLC | 209 | $22.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $22.1K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 200 | $21.3K | 0.01% | −95−32.2% | Reduced |
| WealthCollab, LLC | 200 | $21.3K | 0.02% | −29−12.7% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $21.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $21.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $21.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $21.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 212 | $21.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 176 | $18.8K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 173 | $18.4K | 0.01% | −4−2.3% | Reduced |
| Riverview Trust Co | 173 | $18.4K | 0.01% | +173 | New |
| MV Capital Management, Inc. | 170 | $18.1K | 0.00% | +123+261.7% | Added |
| Cassady Schiller Wealth Management, LLC | 166 | $17.7K | 0.01% | +2+1.2% | Added |
| Disciplina Capital Management LLC | 165 | $17.6K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 138 | $16.9K | 0.00% | +138 | New |
| Pacifica Partners Inc. | 150 | $16.5K | 0.01% | −50−25.0% | Reduced |
| Zions Bancorporation, N.A. | 153 | $16.3K | 0.00% | +51+50.0% | Added |
| Venturi Wealth Management, LLC | 152 | $16.2K | 0.00% | +25+19.7% | Added |
| LifeSteps Financial, Inc. | 152 | $16.2K | 0.01% | +152 | New |
| Ransom Advisory, Ltd | 150 | $16.0K | 0.01% | +150 | New |
| HM Payson & Co | 141 | $15.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 137 | $14.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 135 | $14.4K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 132 | $14.1K | 0.00% | −72−35.3% | Reduced |
| Coston, McIsaac & Partners | 139 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 130 | $13.9K | 0.00% | −500−79.4% | Reduced |
| Lowe Wealth Advisors, LLC | 130 | $13.9K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 127 | $13.5K | 0.01% | −19−13.0% | Reduced |
| MB, Levis & Associates, LLC | 127 | $13.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 107 | $13.4K | 0.00% | −21−16.4% | Reduced |
| Plato Investment Management Ltd | 125 | $13.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 124 | $13.2K | 0.00% | −200−61.7% | Reduced |
| GW&K Investment Management, LLC | 125 | $13.0K | 0.00% | +9+7.8% | Added |
| Cutler Group LP | 130 | $13.0K | 0.01% | +80+160.0% | Added |
| Bogart Wealth, LLC | 120 | $12.8K | 0.00% | +5+4.3% | Added |
| Raleigh Capital Management Inc. | 116 | $12.4K | 0.01% | +81+231.4% | Added |
| Hall Laurie J Trustee | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 112 | $11.9K | 0.00% | −152−57.6% | Reduced |
| Private Wealth Management Group, LLC | 108 | $11.5K | 0.01% | +54+100.0% | Added |
| Baldwin Brothers Inc | 104 | $11.1K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 100 | $10.9K | 0.01% | +100 | New |
| West Branch Capital LLC | 101 | $10.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $10.7K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 98 | $10.4K | 0.00% | +98 | New |
| Duncker Streett & Co Inc | 95 | $10.1K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 90 | $9.59K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 83 | $8.84K | 0.00% | +10+13.7% | Added |
| AdvisorNet Financial, Inc | 81 | $8.65K | 0.00% | −665−89.1% | Reduced |
| Ronald Blue Trust, Inc. | 80 | $8.52K | 0.00% | +10+14.3% | Added |
| Avion Wealth | 74 | $8.00K | 0.00% | +8+12.1% | Added |
| Bell Investment Advisors, Inc | 75 | $7.99K | 0.00% | +5+7.1% | Added |
| ICA Group Wealth Management, LLC | 70 | $7.46K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 62 | $6.61K | 0.00% | −39−38.6% | Reduced |
| PayPay Securities Corp | 59 | $6.29K | 0.31% | −11−15.7% | Reduced |
| Silicon Valley Capital Partners | 58 | $6.18K | 0.00% | +58 | New |