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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 5,122 | $608.2K | 0.02% | +2,040+66.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,123 | $608.4K | 0.01% | −1,310−20.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 5,158 | $612.5K | 0.31% | 00.0% | Unchanged |
| GAM Holding AG | 5,172 | $614.1K | 0.05% | −14−0.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 5,299 | $622.0K | 0.22% | −400−7.0% | Reduced |
| Hongkou Capital LP | 5,250 | $623.4K | 18.39% | +5,250 | New |
| Benjamin F. Edwards & Company, Inc. | 5,343 | $634.0K | 0.01% | +3,998+297.2% | Added |
| Greenleaf Trust | 5,399 | $641.1K | 0.01% | +2,146+66.0% | Added |
| Integrated Wealth Concepts LLC | 5,401 | $641.4K | 0.01% | +355+7.0% | Added |
| Friedenthal Financial | 5,430 | $644.8K | 0.40% | +5,430 | New |
| Panagora Asset Management Inc | 5,433 | $645.2K | 0.00% | −3,348−38.1% | Reduced |
| Prudential PLC | 5,488 | $651.7K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,546 | $658.6K | 0.10% | +108+2.0% | Added |
| Commerzbank Aktiengesellschaft | 5,550 | $660.0K | 0.02% | +93+1.7% | Added |
| National Philanthropic Trust | 5,570 | $661.4K | 0.01% | +2,029+57.3% | Added |
| Focus Financial Network, Inc. | 5,342 | $662.7K | 0.03% | +8+0.1% | Added |
| Linden Thomas Advisory Services, LLC | 5,595 | $664.4K | 0.10% | +79+1.4% | Added |
| Alpha DNA Investment Management LLC | 5,601 | $665.1K | 0.38% | +5,601 | New |
| Vestcor Inc | 5,714 | $679.0K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 5,841 | $693.6K | 0.10% | −4,704−44.6% | Reduced |
| Avantax Advisory Services, Inc. | 5,894 | $699.9K | 0.00% | +859+17.1% | Added |
| Paloma Partners Management Co | 5,957 | $707.4K | 0.06% | +2,863+92.5% | Added |
| TD Waterhouse Canada Inc. | 6,102 | $707.5K | 0.01% | −270−4.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,958 | $708.0K | 0.08% | +5,958 | New |
| STF Management LP | 6,017 | $714.5K | 0.30% | −252−4.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,030 | $716.1K | 0.17% | −238−3.8% | Reduced |
| Newlands Management Operations LLC | 6,053 | $718.8K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,117 | $726.4K | 0.02% | −3,754−38.0% | Reduced |
| Harbor Investment Advisory, LLC | 6,148 | $730.1K | 0.08% | −570−8.5% | Reduced |
| Bristlecone Advisors, LLC | 6,192 | $735.3K | 0.06% | +67+1.1% | Added |
| Centaurus Financial, Inc. | 6,335 | $752.0K | 0.05% | −608−8.8% | Reduced |
| CTC LLC | 6,340 | $752.9K | 0.06% | −26,801−80.9% | Reduced |
| Almanack Investment Partners, LLC. | 6,361 | $755.4K | 0.13% | +6,361 | New |
| Atria Investments LLC | 6,433 | $763.9K | 0.01% | −3,543−35.5% | Reduced |
| Aufman Associates Inc | 6,506 | $772.6K | 0.55% | +2,206+51.3% | Added |
| Eqis Capital Management, Inc. | 6,602 | $784.0K | 0.06% | −944−12.5% | Reduced |
| Leonteq Securities AG | 6,621 | $786.2K | 0.11% | −43,910−86.9% | Reduced |
| SeaCrest Wealth Management, LLC | 6,624 | $786.6K | 0.09% | +7+0.1% | Added |
| Exchange Traded Concepts, LLC | 6,651 | $789.8K | 0.02% | −5,032−43.1% | Reduced |
| Signaturefd, LLC | 6,688 | $794.2K | 0.02% | +1,579+30.9% | Added |
| Kingswood Wealth Advisors, LLC | 6,696 | $795.1K | 0.07% | +747+12.6% | Added |
| RSM US Wealth Management LLC | 6,904 | $802.1K | 0.01% | +6,904 | New |
| Wellington Shields & Co., LLC | 6,776 | $804.6K | 0.26% | −1,600−19.1% | Reduced |
| J. Safra Sarasin Holding AG | 6,805 | $808.1K | 0.01% | +6,805 | New |
| Veriti Management LLC | 6,945 | $824.7K | 0.05% | +2,021+41.0% | Added |
| Dorsey & Whitney Trust CO LLC | 7,195 | $854.4K | 0.06% | +104+1.5% | Added |
| Outfitter Financial LLC | 7,210 | $856.2K | 0.71% | −570−7.3% | Reduced |
| Investment Management Corp of Ontario | 7,268 | $863.1K | 0.02% | +2,000+38.0% | Added |
| Hemenway Trust Co LLC | 7,278 | $864.3K | 0.07% | +35+0.5% | Added |
| Great Valley Advisor Group, Inc. | 7,343 | $871.7K | 0.02% | −631−7.9% | Reduced |
| Stevard, LLC | 7,350 | $872.8K | 0.75% | −501−6.4% | Reduced |
| Assenagon Asset Management S.A. | 7,352 | $873.0K | 0.00% | +843+13.0% | Added |
| Perkins Capital Management Inc | 7,375 | $876.0K | 0.83% | +3,675+99.3% | Added |
| Independent Financial Group, LLC | 7,404 | $879.2K | 0.04% | +1,427+23.9% | Added |
| Washington Trust Co | 7,561 | $897.9K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,585 | $900.0K | 0.00% | +7,585 | New |
| Los Angeles Capital Management LLC | 7,614 | $904.2K | 0.00% | −17,660−69.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,673 | $911.2K | 0.02% | +5,000+187.1% | Added |
| Profit Investment Management, LLC | 7,767 | $922.3K | 0.58% | +893+13.0% | Added |
| GWM Advisors LLC | 7,773 | $923.0K | 0.01% | −5,773−42.6% | Reduced |
| Bessemer Group Inc | 7,944 | $943.0K | 0.00% | +686+9.5% | Added |
| Chelsea Counsel Co | 8,039 | $954.6K | 0.48% | +4,005+99.3% | Added |
| Eisler Capital (US) LLC | 8,187 | $972.2K | 0.18% | +8,187 | New |
| New Insight Wealth Advisors | 8,241 | $978.6K | 0.58% | −551−6.3% | Reduced |
| Empirical Finance, LLC | 8,279 | $983.1K | 0.06% | −696−7.8% | Reduced |
| Central Trust Co | 8,435 | $1.00M | 0.02% | −452−5.1% | Reduced |
| Captrust Financial Advisors | 8,442 | $1.00M | 0.00% | −40−0.5% | Reduced |
| Brown Advisory Inc | 8,574 | $1.02M | 0.00% | +1,124+15.1% | Added |
| Everence Capital Management Inc | 9,330 | $1.03M | 0.07% | 00.0% | Unchanged |
| Commerce Bank | 8,684 | $1.03M | 0.01% | −18−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 8,722 | $1.04M | 0.01% | +575+7.1% | Added |
| LM Advisors LLC | 8,749 | $1.04M | 0.00% | −30.0% | Reduced |
| Capital Counsel LLC | 9,070 | $1.08M | 0.05% | −900−9.0% | Reduced |
| NVWM, LLC | 9,092 | $1.08M | 0.29% | −84−0.9% | Reduced |
| Graham Capital Management, L.P. | 9,117 | $1.08M | 0.04% | +5,726+168.9% | Added |
| Nemes Rush Group LLC | 9,172 | $1.09M | 0.15% | +1,427+18.4% | Added |
| Patten & Patten Inc | 9,194 | $1.09M | 0.08% | −300−3.2% | Reduced |
| Cohen Capital Management, Inc. | 9,242 | $1.10M | 0.19% | 00.0% | Unchanged |
| Scientech Research LLC | 9,335 | $1.11M | 0.23% | +9,335 | New |
| Tokio Marine Asset Management Co Ltd | 9,397 | $1.12M | 0.05% | +339+3.7% | Added |
| DMG Group, LLC | 9,413 | $1.12M | 0.96% | +827+9.6% | Added |
| Brandywine Managers, LLC | 9,510 | $1.13M | 1.19% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 9,525 | $1.13M | 0.37% | +1,500+18.7% | Added |
| Ci Investments Inc. | 9,582 | $1.14M | 0.00% | −1,215−11.3% | Reduced |
| Beacon Pointe Advisors, LLC | 9,592 | $1.14M | 0.01% | −632−6.2% | Reduced |
| Pinpoint Asset Management Ltd | 9,745 | $1.16M | 0.17% | +4,856+99.3% | Added |
| Resources Investment Advisors, LLC. | 9,751 | $1.16M | 0.01% | +255+2.7% | Added |
| Lipe & Dalton | 9,842 | $1.17M | 0.63% | −655−6.2% | Reduced |
| Green Alpha Advisors, LLC | 10,276 | $1.22M | 0.98% | −2,676−20.7% | Reduced |
| Harbor Capital Advisors, Inc. | 10,407 | $1.24M | 0.09% | +1,095+11.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,611 | $1.26M | 0.03% | +85+0.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,754 | $1.28M | 0.09% | −193−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 10,787 | $1.28M | 0.01% | +883+8.9% | Added |
| McAdam, LLC | 11,075 | $1.32M | 0.08% | +117+1.1% | Added |
| Siemens Fonds Invest GmbH | 11,120 | $1.32M | 0.10% | +86+0.8% | Added |
| Fifth Third Bancorp | 11,178 | $1.33M | 0.01% | +1,842+19.7% | Added |
| Arkadios Wealth Advisors | 11,186 | $1.33M | 0.09% | +282+2.6% | Added |
| Omers Administration Corp | 11,218 | $1.33M | 0.01% | +11,218 | New |
| John G Ullman & Associates Inc | 11,250 | $1.34M | 0.20% | −150−1.3% | Reduced |
| Kestra Advisory Services, LLC | 11,306 | $1.34M | 0.01% | −934−7.6% | Reduced |