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Livermore
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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; 784 institutions reported holding it in 13F filings for Q2 2026, worth $22.3B in total; no superinvestor holds it.

13F holders, Q2 2024

Institutional positions in Moderna, Inc. as of Jun 30, 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
958
+64 vs. Q1 2024
Shares held
262.1M
−563.7K (−0.2%) vs. Q1 2024
Total value
$31.1B
+$3.12B (+11.1%) vs. Q1 2024
New holders
128
335 more added
Sold out
64
305 more reduced

10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 958 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ2 2024: $31.1B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2024.

Institutions holding MRNA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
E Fund Management (Hong Kong) Co., Ltd.3$00.00%+3New
Ritter Daniher Financial Advisory LLC0$30.00%0Unchanged
Dogwood Wealth Management LLC0$40.00%0Unchanged
DHJJ Financial Advisors, Ltd.1$1190.00%00.0%Unchanged
Lam Group, Inc.1$1190.00%00.0%Unchanged
Planning Capital Management Corp1$1190.00%+1New
Thompson Investment Management, Inc.2$2370.00%−2−50.0%Reduced
VitalStone Financial, LLC2$2380.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.3$3570.00%+3New
ClariVest Asset Management LLC3$3640.00%00.0%Unchanged
WestEnd Advisors, LLC4$4750.00%−1−20.0%Reduced
TruNorth Capital Management, LLC4$4750.00%00.0%Unchanged
Ruedi Wealth Management, Inc.4$4750.00%+4New
Whittier Trust Co of Nevada Inc5$5930.00%00.0%Unchanged
Core Alternative Capital5$5940.00%00.0%Unchanged
Wolff Wiese Magana LLC5$5940.00%00.0%Unchanged
Clear Point Advisors Inc.5$5940.00%00.0%Unchanged
Winch Advisory Services, LLC7$8310.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.8$9500.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.10$1.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC15$1.00K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC6$1.00K0.00%+6New
West Paces Advisors Inc.9$1.07K0.00%−7−43.8%Reduced
Delos Wealth Advisors, LLC9$1.07K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.9$1.07K0.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd9$1.07K0.00%00.0%Unchanged
True Wealth Design, LLC9$1.07K0.00%+1+12.5%Added
Tompkins Financial Corp10$1.19K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC10$1.19K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC10$1.19K0.00%00.0%Unchanged
Atlantic Trust, LLC10$1.19K0.00%00.0%Unchanged
Mendota Financial Group, LLC10$1.19K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC10$1.19K0.00%00.0%Unchanged
REAP Financial Group, LLC10$1.19K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC11$1.31K0.00%+11New
Valued Wealth Advisors LLC11$1.31K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC12$1.43K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC12$1.43K0.00%00.0%Unchanged
Painted Porch Advisors LLC12$1.43K0.00%+12New
Cornerstone Planning Group LLC18$1.51K0.00%−1−5.3%Reduced
Gs Investments, Inc.13$1.54K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC14$1.66K0.00%00.0%Unchanged
Fairscale Capital, LLC14$1.75K0.00%+14New
MCF Advisors LLC15$1.78K0.00%00.0%Unchanged
WR Wealth Planners, LLC16$1.90K0.00%+2+14.3%Added
Smithfield Trust Co20$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC17$2.02K0.00%−19−52.8%Reduced
Opal Wealth Advisors, LLC17$2.02K0.00%+17New
JJJ Advisors Inc.19$2.26K0.00%00.0%Unchanged
SJS Investment Consulting Inc.19$2.26K0.00%+2+11.8%Added
BOK Financial Private Wealth, Inc.20$2.38K0.00%00.0%Unchanged
BFSG, LLC20$2.38K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.21$2.49K0.00%+5+31.3%Added
Louisbourg Investments Inc.22$2.61K0.00%00.0%Unchanged
South State Corp.22$2.64K0.00%+22New
Abich Financial Wealth Management LLC23$2.73K0.00%+21+1,050.0%Added
Pacific Center for Financial Services24$2.86K0.00%00.0%Unchanged
Peoples Bank25$2.97K0.00%+10+66.7%Added
Gen-Wealth Partners Inc25$2.97K0.00%00.0%Unchanged
1832 Asset Management L.P.25$2.97K0.00%+25New
Your Advocates Ltd., LLP25$2.97K0.00%+25New
TFC Financial Management26$3.09K0.00%+5+23.8%Added
Horizon Financial Services, LLC27$3.21K0.00%00.0%Unchanged
Beacon Capital Management, LLC27$3.21K0.00%00.0%Unchanged
Salomon & Ludwin, LLC28$3.33K0.00%00.0%Unchanged
Fortitude Family Office, LLC28$3.33K0.00%+22+366.7%Added
1620 Investment Advisors, Inc.30$3.56K0.00%+30New
JDM Financial Group LLC30$3.56K0.00%00.0%Unchanged
Broadwater Capital Management LLC30$3.56K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.31$3.68K0.00%+17+121.4%Added
PFS Partners, LLC32$3.80K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC32$3.80K0.00%00.0%Unchanged
Atticus Wealth Management, LLC32$3.80K0.00%+32New
Eagle Bay Advisors LLC33$3.92K0.00%00.0%Unchanged
Benjamin Edwards Inc31$4.00K0.00%−21−40.4%Reduced
Penserra Capital Management LLC30$4.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.35$4.16K0.00%00.0%Unchanged
Dunhill Financial, LLC37$4.35K0.00%+5+15.6%Added
Scarborough Advisors, LLC39$4.63K0.00%+2+5.4%Added
Annapolis Financial Services, LLC39$4.63K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.40$4.75K0.00%−200−83.3%Reduced
City Holding Co40$4.75K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC40$5.00K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC44$5.22K0.00%+1+2.3%Added
Blume Capital Management, Inc.45$5.34K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD45$5.34K0.00%+45New
ORG Partners LLC51$5.88K0.00%+42+466.7%Added
Chesapeake Asset Management LLC50$5.94K0.01%00.0%Unchanged
Community Bank, N.A.50$5.94K0.00%00.0%Unchanged
PayPay Securities Corp50$5.94K0.50%−9−15.3%Reduced
Proffitt & Goodson Inc50$5.94K0.00%00.0%Unchanged
Addison Advisors LLC50$5.94K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc50$5.94K0.00%00.0%Unchanged
City State Bank50$5.94K0.00%00.0%Unchanged
Avion Wealth54$6.00K0.00%−20−27.0%Reduced
First PREMIER Bank47$6.00K0.00%00.0%Unchanged
Clear Street Markets LLC51$6.00K0.00%+51New
Abound Wealth Management51$6.06K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.52$6.17K0.00%+2+4.0%Added
Carmichael Hill & Associates, Inc.52$6.17K0.00%+8+18.2%Added