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 |
|---|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | 374 | $44.4K | 0.01% | −5−1.3% | Reduced |
| Quent Capital, LLC | 387 | $46.0K | 0.01% | −19−4.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $47.5K | 0.03% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 400 | $47.5K | 0.07% | +400 | New |
| Concord Wealth Partners | 410 | $48.6K | 0.01% | +278+210.6% | Added |
| LRI Investments, LLC | 412 | $48.9K | 0.01% | −750−64.5% | Reduced |
| Plato Investment Management Ltd | 413 | $49.0K | 0.00% | +288+230.4% | Added |
| Key Financial Inc | 426 | $50.6K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 430 | $51.1K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 441 | $52.4K | 0.02% | +70+18.9% | Added |
| Consultiva Wealth Management, Corp. | 475 | $56.4K | 0.51% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 478 | $56.8K | 0.01% | +43+9.9% | Added |
| Valley National Advisers Inc | 484 | $57.0K | 0.01% | +20+4.3% | Added |
| Atwood & Palmer Inc | 500 | $59.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $59.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 490 | $61.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 534 | $63.4K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 541 | $64.2K | 0.01% | +96+21.6% | Added |
| Stephens Consulting, LLC | 546 | $64.8K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 550 | $65.3K | 0.06% | 00.0% | Unchanged |
| Sachetta, LLC | 553 | $65.7K | 0.03% | −13−2.3% | Reduced |
| TD Private Client Wealth LLC | 559 | $66.4K | 0.00% | +131+30.6% | Added |
| Capital Advisors, Ltd. LLC | 572 | $68.0K | 0.01% | +16+2.9% | Added |
| JFS Wealth Advisors, LLC | 584 | $69.3K | 0.01% | +34+6.2% | Added |
| Smartleaf Asset Management LLC | 579 | $70.2K | 0.01% | −34−5.5% | Reduced |
| Larson Financial Group LLC | 593 | $70.4K | 0.00% | +561+1,753.1% | Added |
| NBC Securities, Inc. | 601 | $71.0K | 0.01% | −553−47.9% | Reduced |
| Birchbrook, Inc. | 600 | $71.3K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 612 | $72.0K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 629 | $74.7K | 0.00% | +629 | New |
| Umb Bank N A | 633 | $75.2K | 0.00% | +267+73.0% | Added |
| Brown Brothers Harriman & Co | 656 | $77.9K | 0.00% | −52−7.3% | Reduced |
| Rothschild Investment LLC | 660 | $78.4K | 0.01% | +222+50.7% | Added |
| Close Asset Management Ltd | 675 | $80.0K | 0.00% | +75+12.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $83.1K | 0.12% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 714 | $85.1K | 0.01% | +2+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 733 | $87.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 774 | $91.0K | 0.03% | −213−21.6% | Reduced |
| Vista Private Wealth Partners. LLC | 790 | $93.8K | 0.04% | +790 | New |
| Massmutual Trust Co FSB | 793 | $94.2K | 0.00% | +222+38.9% | Added |
| Lynx Investment Advisory | 800 | $95.0K | 0.07% | +800 | New |
| Proequities, Inc. | 801 | $95.1K | 0.01% | +2+0.3% | Added |
| Capula Management Ltd | 817 | $97.0K | 0.00% | −5,631−87.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 732 | $97.7K | 0.01% | +17+2.4% | Added |
| Ostrum Asset Management | 823 | $97.7K | 0.01% | −65−7.3% | Reduced |
| Strategic Financial Concepts, LLC | 12,478 | $105.0K | 0.00% | +12,478 | New |
| American National Bank | 901 | $107.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 910 | $108.1K | 0.00% | +582+177.4% | Added |
| Mather Group, LLC. | 1,019 | $108.6K | 0.00% | +443+76.9% | Added |
| BNP Paribas | 917 | $110.1K | 0.01% | −100−9.8% | Reduced |
| Roberts Capital Advisors, LLC | 1,067 | $113.7K | 0.11% | 00.0% | Unchanged |
| EMC Capital Management | 1,000 | $117.0K | 0.07% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 988 | $117.3K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 990 | $117.6K | 0.06% | −150−13.2% | Reduced |
| Maj Invest Holding A/S | 990 | $118.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 1,000 | $118.8K | 0.00% | −8,200−89.1% | Reduced |
| Estabrook Capital Management | 1,000 | $118.8K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $118.8K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $118.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,018 | $120.9K | 0.01% | +300+41.8% | Added |
| Cromwell Holdings LLC | 1,021 | $121.2K | 0.07% | +1,021 | New |
| Sunbelt Securities, Inc. | 1,029 | $122.2K | 0.01% | −1,200−53.8% | Reduced |
| Allianz SE | 1,050 | $124.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,052 | $124.9K | 0.00% | −256−19.6% | Reduced |
| Farther Finance Advisors, LLC | 1,082 | $125.4K | 0.01% | +271+33.4% | Added |
| Sound Income Strategies, LLC | 1,077 | $127.9K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,193 | $132.2K | 0.00% | +83+7.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,114 | $132.3K | 0.04% | −476−29.9% | Reduced |
| CoreCap Advisors, LLC | 1,188 | $141.1K | 0.01% | +16+1.4% | Added |
| Montag A & Associates Inc | 1,286 | $152.7K | 0.01% | −100−7.2% | Reduced |
| GeoWealth Management, LLC | 1,322 | $157.0K | 0.01% | −52−3.8% | Reduced |
| Geneos Wealth Management Inc. | 1,324 | $157.2K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 1,344 | $159.6K | 0.02% | +1,333+12,118.2% | Added |
| Harbour Investments, Inc. | 1,364 | $162.0K | 0.01% | −35−2.5% | Reduced |
| Optimum Investment Advisors | 1,384 | $164.3K | 0.07% | −105−7.1% | Reduced |
| Parkside Financial Bank & Trust | 1,413 | $167.8K | 0.03% | +260+22.5% | Added |
| Canton Hathaway, LLC | 1,421 | $169.0K | 0.05% | +820+136.4% | Added |
| Crewe Advisors LLC | 1,460 | $173.4K | 0.02% | −104−6.6% | Reduced |
| Resources Management Corp | 1,463 | $174.0K | 0.03% | −55−3.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,535 | $182.3K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,581 | $188.0K | 0.08% | −324−17.0% | Reduced |
| First Command Advisory Services, Inc. | 1,602 | $190.2K | 0.00% | −4−0.2% | Reduced |
| Wellington Shields Capital Management, LLC | 1,602 | $190.2K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,611 | $191.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,672 | $198.6K | 0.02% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 1,700 | $201.9K | 0.02% | −1,800−51.4% | Reduced |
| Wealthcare Advisory Partners LLC | 1,700 | $201.9K | 0.01% | +1,700 | New |
| Cim Investment Mangement Inc | 1,707 | $202.7K | 0.06% | +1,707 | New |
| Trust Investment Advisors | 1,718 | $204.0K | 0.13% | +1,718 | New |
| Legacy Capital Group California, Inc. | 1,719 | $204.1K | 0.07% | +1,719 | New |
| Emerald Advisers, LLC | 1,736 | $206.2K | 0.01% | −1,464−45.8% | Reduced |
| Mediolanum International Funds Ltd | 1,826 | $206.6K | 0.00% | +1,826 | New |
| SpiderRock Advisors, LLC | 1,745 | $207.2K | 0.01% | −4,002−69.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,745 | $207.2K | 0.01% | +1,745 | New |
| Prosperity Consulting Group, LLC | 1,748 | $207.6K | 0.03% | +1,748 | New |
| Parsons Capital Management Inc | 1,760 | $209.0K | 0.01% | +1,760 | New |
| Great Lakes Advisors, LLC | 1,767 | $209.8K | 0.00% | +1,767 | New |
| Twin Lakes Capital Management, LLC | 1,772 | $210.4K | 0.14% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,774 | $210.7K | 0.02% | +1,774 | New |
| Newbridge Financial Services Group, Inc. | 1,778 | $211.1K | 0.08% | +68+4.0% | Added |