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 |
|---|---|---|---|---|---|
| MMBG Investment Advisors Co. | 2,860 | $339.6K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,894 | $343.6K | 0.00% | −13−0.4% | Reduced |
| Snowden Capital Advisors LLC | 2,897 | $344.0K | 0.01% | +345+13.5% | Added |
| Klingman & Associates, LLC | 2,906 | $345.1K | 0.02% | +18+0.6% | Added |
| Clear Harbor Asset Management, LLC | 2,948 | $350.1K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,962 | $351.7K | 0.03% | −900−23.3% | Reduced |
| Cable Hill Partners, LLC | 2,981 | $354.0K | 0.04% | +2,981 | New |
| Founders Capital Management, LLC | 3,000 | $356.3K | 0.06% | −20−0.7% | Reduced |
| Aquila Investment Management LLC | 3,000 | $356.3K | 0.33% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 3,043 | $361.4K | 0.20% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,048 | $362.0K | 0.01% | −1,302−29.9% | Reduced |
| Adviser Investments LLC | 3,056 | $362.9K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,067 | $364.2K | 0.01% | −239−7.2% | Reduced |
| Stephens Inc | 3,089 | $366.8K | 0.01% | −394−11.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,110 | $369.3K | 0.02% | −83−2.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,115 | $369.9K | 0.14% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 3,492 | $372.5K | 0.21% | +302+9.5% | Added |
| Wedmont Private Capital | 3,075 | $373.5K | 0.02% | +1,003+48.4% | Added |
| Brevan Howard Capital Management LP | 3,146 | $373.6K | 0.02% | +3,146 | New |
| Frank, Rimerman Advisors LLC | 3,152 | $374.3K | 0.03% | +2,451+349.6% | Added |
| Kinneret Advisory, LLC | 3,182 | $377.9K | 0.04% | +49+1.6% | Added |
| PFG Investments, LLC | 3,193 | $379.2K | 0.03% | −252−7.3% | Reduced |
| Heritage Investors Management Corp | 3,215 | $382.0K | 0.01% | −120−3.6% | Reduced |
| Boothbay Fund Management, LLC | 3,250 | $385.9K | 0.01% | +3,250 | New |
| Dakota Wealth Management | 3,254 | $386.4K | 0.01% | +7+0.2% | Added |
| GSB Wealth Management, LLC | 3,292 | $390.9K | 0.11% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,300 | $391.9K | 0.01% | 00.0% | Unchanged |
| Caas Capital Management LP | 3,308 | $392.8K | 0.73% | +308+10.3% | Added |
| Quadrant Capital Group LLC | 3,331 | $395.6K | 0.03% | +415+14.2% | Added |
| Redwood Wealth Management Group, LLC | 3,342 | $396.9K | 0.30% | +215+6.9% | Added |
| Cigna Investments Inc | 3,367 | $400.0K | 0.07% | −130−3.7% | Reduced |
| We Are One Seven, LLC | 3,379 | $401.3K | 0.02% | −11−0.3% | Reduced |
| Activest Wealth Management | 3,424 | $406.6K | 0.13% | +3,213+1,522.7% | Added |
| Meeder Advisory Services, Inc. | 3,447 | $409.3K | 0.03% | +1,516+78.5% | Added |
| Beacon Investment Advisory Services, Inc. | 3,447 | $409.3K | 0.02% | −13−0.4% | Reduced |
| Glenmede Trust Co NA | 3,463 | $411.2K | 0.00% | +471+15.7% | Added |
| Symmetry Partners, LLC | 3,474 | $413.0K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,558 | $422.5K | 0.01% | +403+12.8% | Added |
| Humankind Investments LLC | 3,583 | $425.5K | 0.11% | −3,440−49.0% | Reduced |
| Winton Group Ltd | 3,584 | $425.6K | 0.03% | +3,584 | New |
| Prime Capital Investment Advisors, LLC | 3,613 | $429.0K | 0.01% | −906−20.0% | Reduced |
| Stratos Wealth Partners, LTD. | 3,649 | $433.3K | 0.01% | −2,043−35.9% | Reduced |
| Advisory Alpha, LLC | 3,656 | $434.1K | 0.02% | −43−1.2% | Reduced |
| TownSquare Capital, LLC | 3,705 | $440.0K | 0.01% | +1,618+77.5% | Added |
| Advisors Asset Management, Inc. | 3,769 | $447.6K | 0.01% | +2,134+130.5% | Added |
| Three Seasons Wealth, LLC | 3,821 | $453.7K | 0.25% | +3,821 | New |
| Trust Asset Management LLC | 3,828 | $454.6K | 0.04% | 00.0% | Unchanged |
| Laurion Capital Management LP | 3,840 | $456.0K | 0.01% | +3,840 | New |
| LPF Advisors LLC | 3,883 | $461.1K | 0.43% | +3,883 | New |
| Left Brain Wealth Management, LLC | 3,888 | $461.7K | 0.22% | +411+11.8% | Added |
| Gladstone Institutional Advisory LLC | 3,926 | $466.2K | 0.02% | +3,926 | New |
| Proficio Capital Partners LLC | 3,928 | $466.4K | 0.05% | +158+4.2% | Added |
| Keybank National Association | 3,928 | $466.5K | 0.00% | +394+11.1% | Added |
| Baader Bank INC | 4,134 | $471.4K | 0.04% | +884+27.2% | Added |
| Alpha Family Trust | 3,990 | $473.8K | 0.28% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,991 | $473.9K | 0.02% | +253+6.8% | Added |
| Apollon Wealth Management, LLC | 4,102 | $487.1K | 0.01% | +718+21.2% | Added |
| Flagship Harbor Advisors, LLC | 4,106 | $487.6K | 0.03% | −218−5.0% | Reduced |
| Old Mission Capital LLC | 4,165 | $494.6K | 0.01% | +4,165 | New |
| Probity Advisors, Inc. | 4,183 | $496.7K | 0.10% | +774+22.7% | Added |
| ICICI Prudential Asset Management Co Ltd | 4,209 | $499.8K | 0.06% | +405+10.6% | Added |
| Westpac Banking Corp | 4,211 | $500.1K | 0.04% | +455+12.1% | Added |
| Gateway Advisory, LLC | 4,222 | $501.4K | 0.09% | +4,222 | New |
| HighPoint Advisor Group LLC | 4,223 | $502.0K | 0.03% | +769+22.3% | Added |
| Wedbush Securities Inc | 4,233 | $503.0K | 0.02% | −382−8.3% | Reduced |
| Parallel Advisors, LLC | 4,249 | $504.6K | 0.01% | −1,163−21.5% | Reduced |
| Jones Financial Companies LLLP | 4,292 | $509.7K | 0.00% | +3,352+356.6% | Added |
| Abn Amro Investment Solutions | 4,295 | $510.0K | 0.01% | +4,295 | New |
| Carr Financial Group Corp | 4,309 | $511.7K | 0.16% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,310 | $511.8K | 0.02% | −1,845−30.0% | Reduced |
| Tiaa Trust, National Association | 4,337 | $515.0K | 0.00% | −118−2.6% | Reduced |
| GAMMA Investing LLC | 4,340 | $515.4K | 0.07% | +1,346+45.0% | Added |
| Kestra Private Wealth Services, LLC | 4,342 | $515.6K | 0.01% | −756−14.8% | Reduced |
| NorthRock Partners, LLC | 4,343 | $515.7K | 0.02% | +418+10.6% | Added |
| Coldstream Capital Management Inc | 4,354 | $517.0K | 0.01% | +1,011+30.2% | Added |
| Congress Wealth Management LLC | 4,384 | $520.6K | 0.01% | −101−2.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,423 | $525.2K | 0.15% | +4,420+147,333.3% | Added |
| Capital International Sarl | 4,431 | $526.2K | 0.02% | −955−17.7% | Reduced |
| CX Institutional | 4,437 | $526.9K | 0.02% | +1,471+49.6% | Added |
| Knuff & Co LLC | 4,488 | $533.0K | 0.17% | −1,003−18.3% | Reduced |
| Ballentine Partners, LLC | 4,564 | $542.0K | 0.01% | −183−3.9% | Reduced |
| Centiva Capital, LP | 4,573 | $543.0K | 0.03% | +4,573 | New |
| MAI Capital Management | 4,622 | $548.9K | 0.01% | +380+9.0% | Added |
| Atomi Financial Group, Inc. | 4,684 | $556.2K | 0.04% | +2,573+121.9% | Added |
| GFG Capital, LLC | 4,740 | $562.9K | 0.15% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 4,776 | $567.1K | 0.19% | +4,776 | New |
| Reik & Co., LLC | 4,778 | $567.4K | 0.15% | −20.0% | Reduced |
| HB Wealth Management, LLC | 4,824 | $572.9K | 0.01% | +974+25.3% | Added |
| Simplicity Wealth,LLC | 4,838 | $574.5K | 0.01% | +1,161+31.6% | Added |
| Bleakley Financial Group, LLC | 4,841 | $574.9K | 0.02% | +1,130+30.5% | Added |
| Empowered Funds, LLC | 4,877 | $579.1K | 0.01% | +601+14.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,887 | $580.3K | 0.02% | +287+6.2% | Added |
| CIBC Private Wealth Group, LLC | 4,991 | $581.2K | 0.00% | −1,857−27.1% | Reduced |
| Zuckerman Investment Group, LLC | 5,000 | $593.8K | 0.07% | +1,000+25.0% | Added |
| Pearl River Capital, LLC | 5,006 | $594.5K | 0.09% | +5,006 | New |
| Horizon Investments, LLC | 5,061 | $601.0K | 0.02% | +513+11.3% | Added |
| Paragon Capital Management Inc | 5,070 | $602.1K | 0.46% | +5,070 | New |
| Wetherby Asset Management Inc | 5,073 | $602.4K | 0.03% | +607+13.6% | Added |
| AQR Capital Management LLC | 5,083 | $603.6K | 0.00% | +1,232+32.0% | Added |
| Boston Family Office LLC | 5,084 | $604.0K | 0.04% | +2,741+117.0% | Added |