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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
Aptus Capital Advisors, LLC1,779$211.3K0.00%+1,779New
Interchange Capital Partners, LLC1,787$212.2K0.08%+1,787New
Bullock Wealth Management Group1,834$212.7K0.14%+1,297+241.5%Added
Huntington National Bank1,792$212.8K0.00%+248+16.1%Added
JTC Employer Solutions Trusteee Ltd1,800$214.0K0.01%+1,500+500.0%Added
Fulton Breakefield Broenniman LLC1,810$214.9K0.02%+1,810New
Simon Quick Advisors, LLC1,820$216.1K0.02%+1,820New
Pinnacle Wealth Planning Services, Inc.1,825$216.7K0.03%+1,825New
Forum Financial Management, LP1,829$217.2K0.00%+1,829New
Miracle Mile Advisors, LLC1,846$219.2K0.01%+1,846New
Trust Point Inc.1,853$220.0K0.02%+1,853New
Breakwater Capital Group1,855$220.3K0.05%+1,855New
Allworth Financial LP1,833$222.1K0.00%+122+7.1%Added
Intrepid Financial Planning Group LLC1,875$222.7K0.10%+1,875New
Integrated Investment Consultants, LLC2,095$223.2K0.06%00.0%Unchanged
Silvercrest Asset Management Group LLC1,880$223.3K0.00%−1,240−39.7%Reduced
Altfest L J & Co Inc1,897$225.0K0.03%+1,897New
Kovack Advisors, Inc.1,898$225.4K0.02%−833−30.5%Reduced
Lindbrook Capital, LLC1,923$228.4K0.02%+448+30.4%Added
Fukoku Mutual Life Insurance Co1,933$229.5K0.02%00.0%Unchanged
Sigma Planning Corp1,939$230.3K0.01%−1,374−41.5%Reduced
Integrated Advisors Network LLC1,948$231.3K0.01%−113−5.5%Reduced
Federated Hermes, Inc.1,953$231.9K0.00%+104+5.6%Added
Chicago Capital, LLC1,955$232.2K0.01%00.0%Unchanged
Arlington Capital Management, Inc.1,958$232.5K0.20%−92−4.5%Reduced
Ausdal Financial Partners, Inc.1,967$233.6K0.02%+1,967New
Cary Street Partner Investment Advisory LLC1,990$236.3K0.01%+1,990New
Principal Securities, Inc.1,995$236.9K0.01%+475+31.3%Added
Murphy Pohlad Asset Management LLC2,000$237.5K0.10%00.0%Unchanged
Harbor Advisors LLC2,000$237.5K0.04%00.0%Unchanged
RWM Asset Management, LLC2,000$237.5K0.04%00.0%Unchanged
Price Jennifer C.2,000$237.5K0.29%00.0%Unchanged
Perfromance Wealth Partners, LLC2,000$237.5K0.01%+2,000New
Jupiter Wealth Management LLC2,000$238.4K0.13%00.0%Unchanged
Baird Financial Group, Inc.2,016$239.4K0.00%−50−2.4%Reduced
Mission Wealth Management, LP2,045$242.9K0.01%+8+0.4%Added
Belpointe Asset Management LLC2,062$244.9K0.02%−15,790−88.4%Reduced
Synovus Financial Corp2,068$245.6K0.00%−371−15.2%Reduced
Wolverine Trading, LLC2,080$247.0K0.00%−20,379−90.7%Reduced
Evergreen Capital Management LLC2,080$247.0K0.01%+2,080New
Cohen Klingenstein LLC2,100$249.4K0.01%00.0%Unchanged
Graypoint LLC2,114$251.0K0.02%+2,114New
Conning Inc.2,121$251.9K0.01%+43+2.1%Added
Merit Financial Group, LLC2,154$255.7K0.01%−832−27.9%Reduced
Strategic Blueprint, LLC2,175$258.3K0.02%−37−1.7%Reduced
Philadelphia Trust Co2,180$259.0K0.02%00.0%Unchanged
Brinker Capital Investments, LLC2,218$263.4K0.00%+2,218New
Orion Portfolio Solutions, LLC2,218$263.4K0.00%+2,218New
Jeppson Wealth Management, LLC2,248$266.9K0.10%−27−1.2%Reduced
La Financiere de L'Echiquier2,250$267.2K0.01%−200−8.2%Reduced
J.W. Cole Advisors, Inc.2,261$268.5K0.01%+34+1.5%Added
Virtus ETF Advisers LLC2,268$269.3K0.13%−2,169−48.9%Reduced
Ellevest, Inc.2,293$272.3K0.02%+365+18.9%Added
Andra AP-fonden2,300$273.1K0.00%+2,300New
Everhart Financial Group, Inc.2,309$274.2K0.07%+2,309New
Aberdeen Wealth Management LLC2,315$274.9K0.19%00.0%Unchanged
Ariadne Wealth Management, LP19,971$276.6K0.24%+19,971New
Savant Capital, LLC2,338$277.7K0.00%−929−28.4%Reduced
Clarius Group, LLC2,347$278.7K0.02%+54+2.4%Added
Oversea-Chinese Banking CORP Ltd2,357$279.9K0.01%−2,387−50.3%Reduced
Premier Path Wealth Partners, LLC2,380$282.6K0.05%+2,380New
Herold Advisors, Inc.2,405$285.6K0.07%00.0%Unchanged
Visionary Wealth Advisors2,407$285.8K0.02%00.0%Unchanged
Concurrent Investment Advisors, LLC2,413$286.5K0.01%+177+7.9%Added
Hobbs Group Advisors, LLC2,416$286.9K0.11%+2,416New
James J. Burns & Company, LLC2,425$288.0K0.06%+2,425New
Sheaff Brock Investment Advisors, LLC2,468$293.1K0.03%00.0%Unchanged
Aigen Investment Management, LP2,470$293.3K0.06%+2,470New
Private Capital Management LLC2,488$295.4K0.06%+67+2.8%Added
Avestar Capital, LLC2,495$296.3K0.03%+608+32.2%Added
Sanders Morris Harris LLC2,500$296.9K0.05%−175−6.5%Reduced
Principle Wealth Partners LLC2,501$297.0K0.02%+4+0.2%Added
Investors Research Corp2,527$300.1K0.07%00.0%Unchanged
Regal Investment Advisors LLC2,537$301.3K0.02%−35−1.4%Reduced
Clearstead Advisors, LLC2,545$302.2K0.01%+2,438+2,278.5%Added
Perigon Wealth Management, LLC2,570$305.1K0.01%+177+7.4%Added
Raymond James Trust N.A.2,590$307.6K0.01%+602+30.3%Added
Syon Capital LLC2,595$308.2K0.03%+709+37.6%Added
Lee Financial Co2,601$308.9K0.05%00.0%Unchanged
One Capital Management, LLC2,602$309.0K0.01%+60+2.4%Added
Wealthspire Advisors, LLC2,605$309.3K0.00%−120−4.4%Reduced
Moneta Group Investment Advisors LLC2,616$310.7K0.00%+14+0.5%Added
TFB Advisors LLC2,632$312.6K0.10%+58+2.3%Added
Equitable Trust Co2,639$313.4K0.02%−1,387−34.5%Reduced
Capstone Triton Financial Group, LLC2,683$318.6K0.22%−588−18.0%Reduced
Keebeck Wealth Management, LLC2,705$321.2K0.05%00.0%Unchanged
JT Stratford LLC2,710$321.8K0.06%−37−1.3%Reduced
Steel Peak Wealth Management LLC2,757$327.4K0.02%−81−2.9%Reduced
Boston Private Wealth LLC2,771$329.1K0.01%−611−18.1%Reduced
Dana Investment Advisors, Inc.2,788$331.1K0.01%−8,661−75.6%Reduced
AlTi Global, Inc.2,791$331.4K0.01%+40+1.5%Added
Dearborn Partners LLC2,800$332.5K0.01%+850+43.6%Added
CTC Alternative Strategies, Ltd.2,800$332.5K0.14%+2,800New
Buckingham Strategic Partners2,805$333.1K0.01%+2,805New
V-Square Quantitative Management LLC2,811$333.8K0.05%−967−25.6%Reduced
Park Avenue Securities LLC2,811$334.0K0.00%+266+10.5%Added
Blue Fin Capital, Inc.2,819$334.8K0.07%+23+0.8%Added
Gerber Kawasaki Wealth & Investment Management2,839$337.1K0.02%−392−12.1%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,847$338.1K0.01%−267−8.6%Reduced
XTX Topco Ltd2,856$339.1K0.03%−13,243−82.3%Reduced