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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Insight Financial Services | 55 | $6.53K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 55 | $6.53K | 0.00% | +23+71.9% | Added |
| PSI Advisors, LLC | 55 | $6.53K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 55 | $6.53K | 0.01% | +55 | New |
| Highline Wealth Partners LLC | 56 | $6.65K | 0.00% | +2+3.7% | Added |
| Silicon Valley Capital Partners | 58 | $6.89K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 59 | $7.01K | 0.00% | +12+25.5% | Added |
| RFP Financial Group LLC | 65 | $7.72K | 0.00% | +3+4.8% | Added |
| Creative Financial Designs Inc | 67 | $7.96K | 0.00% | −57−46.0% | Reduced |
| TSFG, LLC | 70 | $8.00K | 0.00% | −15−17.6% | Reduced |
| FinTrust Capital Advisors, LLC | 76 | $9.03K | 0.00% | +27+55.1% | Added |
| AdvisorNet Financial, Inc | 76 | $9.04K | 0.00% | −5−6.2% | Reduced |
| Unique Wealth Strategies, LLC | 87 | $9.27K | 0.00% | +87 | New |
| Bell Investment Advisors, Inc | 80 | $9.50K | 0.00% | +5+6.7% | Added |
| Cedar Mountain Advisors, LLC | 83 | $9.86K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 90 | $10.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 92 | $10.9K | 0.00% | −6−6.1% | Reduced |
| Duncker Streett & Co Inc | 95 | $11.3K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $11.9K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 101 | $12.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 102 | $12.1K | 0.00% | −198−66.0% | Reduced |
| Baldwin Brothers Inc | 104 | $12.3K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 110 | $13.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 111 | $13.2K | 0.00% | +111 | New |
| Stone House Investment Management, LLC | 124 | $14.7K | 0.00% | −76−38.0% | Reduced |
| Tidemark, LLC | 127 | $15.1K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 127 | $15.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 127 | $15.1K | 0.00% | +7+5.8% | Added |
| Lowe Wealth Advisors, LLC | 130 | $15.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 130 | $15.4K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 130 | $15.4K | 0.00% | +130 | New |
| Coston, McIsaac & Partners | 139 | $16.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 135 | $16.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 137 | $16.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 157 | $16.7K | 0.00% | +77+96.3% | Added |
| Raffa Wealth Management, LLC | 143 | $17.0K | 0.00% | +100+232.6% | Added |
| Zions Bancorporation, N.A. | 144 | $17.1K | 0.00% | −9−5.9% | Reduced |
| Continuum Advisory, LLC | 146 | $17.3K | 0.00% | +8+5.8% | Added |
| Ransom Advisory, Ltd | 150 | $17.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 151 | $17.9K | 0.00% | +10+7.1% | Added |
| Hantz Financial Services, Inc. | 153 | $18.0K | 0.00% | −118−43.5% | Reduced |
| Raleigh Capital Management Inc. | 156 | $18.5K | 0.01% | +40+34.5% | Added |
| Covestor Ltd | 156 | $19.0K | 0.01% | −257−62.2% | Reduced |
| GW&K Investment Management, LLC | 164 | $19.0K | 0.00% | +39+31.2% | Added |
| Rakuten Securities, Inc. | 163 | $19.4K | 0.01% | −290−64.0% | Reduced |
| Disciplina Capital Management LLC | 165 | $19.6K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 166 | $19.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 173 | $20.5K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 173 | $20.5K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 180 | $20.9K | 0.01% | +30+20.0% | Added |
| Godsey & Gibb Associates | 176 | $20.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 178 | $21.0K | 0.00% | +152+584.6% | Added |
| Versant Capital Management, Inc | 180 | $21.4K | 0.01% | +129+252.9% | Added |
| Beaird Harris Wealth Management, LLC | 185 | $22.0K | 0.00% | +145+362.5% | Added |
| Manchester Capital Management LLC | 194 | $23.0K | 0.00% | +82+73.2% | Added |
| M&R Capital Management Inc | 200 | $23.8K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $23.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $23.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $23.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $23.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $23.8K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $23.8K | 0.01% | +200 | New |
| EdgeRock Capital LLC | 202 | $24.0K | 0.02% | +202 | New |
| Salem Investment Counselors Inc | 205 | $24.3K | 0.00% | −10−4.7% | Reduced |
| Farmers & Merchants Investments Inc | 210 | $24.9K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 221 | $26.2K | 0.00% | +221 | New |
| Global Financial Private Client, LLC | 223 | $26.5K | 0.01% | −57−20.4% | Reduced |
| Frazier Financial Advisors, LLC | 223 | $26.5K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 229 | $27.2K | 0.00% | +59+34.7% | Added |
| Financial Perspectives, Inc | 230 | $27.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 230 | $27.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 239 | $28.4K | 0.00% | +3+1.3% | Added |
| Coppell Advisory Solutions LLC | 242 | $28.7K | 0.00% | +242 | New |
| Private Wealth Management Group, LLC | 245 | $29.1K | 0.01% | +137+126.9% | Added |
| Hartford Financial Management Inc. | 250 | $29.7K | 0.01% | +250 | New |
| Armstrong Advisory Group, Inc | 263 | $31.2K | 0.00% | +51+24.1% | Added |
| Venturi Wealth Management, LLC | 263 | $31.2K | 0.00% | +111+73.0% | Added |
| SOA Wealth Advisors, LLC. | 266 | $31.6K | 0.01% | −5−1.8% | Reduced |
| Webster Bank, N. A. | 266 | $31.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 266 | $31.6K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 277 | $32.9K | 0.01% | +277 | New |
| Cedar Wealth Management, LLC | 290 | $34.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 290 | $34.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 300 | $35.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $35.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 306 | $36.3K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 306 | $36.3K | 0.03% | +306 | New |
| Hexagon Capital Partners LLC | 310 | $36.7K | 0.01% | +1+0.3% | Added |
| First Horizon Advisors, Inc. | 317 | $37.6K | 0.00% | +22+7.5% | Added |
| Country Trust Bank | 318 | $37.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 324 | $38.5K | 0.02% | +8+2.5% | Added |
| Kelly Financial Services LLC | 344 | $40.9K | 0.01% | −100−22.5% | Reduced |
| Catalyst Capital Advisors LLC | 370 | $43.9K | 0.00% | −3−0.8% | Reduced |