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 |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 11,190 | $1.36M | 0.03% | +11,190 | New |
| AustralianSuper Pty Ltd | 11,423 | $1.36M | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,894 | $1.41M | 0.00% | +914+8.3% | Added |
| Northwestern Mutual Wealth Management Co | 11,932 | $1.42M | 0.00% | +1,265+11.9% | Added |
| Janney Montgomery Scott LLC | 12,011 | $1.43M | 0.00% | −2,362−16.4% | Reduced |
| Harvest Fund Management Co., Ltd | 12,163 | $1.44M | 0.10% | −134−1.1% | Reduced |
| Legato Capital Management LLC | 12,385 | $1.47M | 0.20% | −6,500−34.4% | Reduced |
| Tobam | 12,545 | $1.49M | 0.23% | −55,983−81.7% | Reduced |
| Rathbone Brothers plc | 12,728 | $1.51M | 0.01% | +100+0.8% | Added |
| Cerity Partners LLC | 12,869 | $1.53M | 0.00% | −2,141−14.3% | Reduced |
| Provident Co of the Employees of the Hebrew University LTD | 12,965 | $1.54M | 1.83% | +22+0.2% | Added |
| Woodmont Investment Counsel LLC | 12,970 | $1.54M | 0.13% | −2,166−14.3% | Reduced |
| Liontrust Investment Partners LLP | 13,000 | $1.54M | 0.02% | −85,000−86.7% | Reduced |
| Metis Global Partners, LLC | 13,020 | $1.55M | 0.05% | +779+6.4% | Added |
| E Fund Management Co., Ltd. | 13,037 | $1.55M | 0.09% | +2,343+21.9% | Added |
| Scotia Capital Inc. | 13,176 | $1.56M | 0.01% | −458−3.4% | Reduced |
| Axiom Advisory, LLC | 12,474 | $1.58M | 0.02% | +12,474 | New |
| TT International Asset Management LTD | 13,300 | $1.58M | 0.20% | −1,200−8.3% | Reduced |
| Princeton Capital Management LLC | 13,420 | $1.59M | 0.52% | +913+7.3% | Added |
| Old Port Advisors | 13,433 | $1.60M | 0.48% | −45−0.3% | Reduced |
| CIBC World Markets Inc. | 13,461 | $1.60M | 0.00% | −49,665−78.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 13,670 | $1.62M | 0.09% | +618+4.7% | Added |
| Public Sector Pension Investment Board | 13,880 | $1.65M | 0.01% | +5,557+66.8% | Added |
| Crossmark Global Holdings, Inc. | 14,032 | $1.67M | 0.03% | −265−1.9% | Reduced |
| Edgestream Partners, L.P. | 14,084 | $1.67M | 0.08% | +14,084 | New |
| Eastern Bank | 14,244 | $1.69M | 0.07% | 00.0% | Unchanged |
| AIA Group Ltd | 14,526 | $1.72M | 0.05% | +1,526+11.7% | Added |
| Motley Fool Asset Management LLC | 14,890 | $1.73M | 0.11% | +3,592+31.8% | Added |
| Ameritas Investment Partners, Inc. | 14,639 | $1.74M | 0.06% | −121−0.8% | Reduced |
| Norinchukin Bank, The | 14,663 | $1.74M | 0.05% | +623+4.4% | Added |
| Manhattan West Asset Management, LLC | 14,712 | $1.75M | 0.47% | −1,160−7.3% | Reduced |
| Toroso Investments, LLC | 14,760 | $1.75M | 0.02% | −6,501−30.6% | Reduced |
| CMT Capital Markets Trading GmbH | 15,165 | $1.80M | 0.51% | +15,165 | New |
| Bridgewater Associates, LP | 15,309 | $1.82M | 0.01% | +15,309 | New |
| Marex Group plc | 15,345 | $1.82M | 0.05% | −1,250−7.5% | Reduced |
| 180 Wealth Advisors, LLC | 14,868 | $1.83M | 0.30% | +160+1.1% | Added |
| Northwest & Ethical Investments L.P. | 15,455 | $1.84M | 0.05% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 15,660 | $1.86M | 0.31% | +15,660 | New |
| Bokf, NA | 15,717 | $1.87M | 0.03% | −853−5.1% | Reduced |
| Ieq Capital, LLC | 15,998 | $1.90M | 0.03% | +5,668+54.9% | Added |
| New Mexico Educational Retirement Board | 16,700 | $1.98M | 0.07% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 16,756 | $1.99M | 0.06% | +13,093+357.4% | Added |
| Money Concepts Capital Corp | 16,864 | $2.00M | 0.17% | +7,768+85.4% | Added |
| Groupama Asset Managment | 16,918 | $2.01M | 0.04% | +8,728+106.6% | Added |
| Concorde Financial Corp | 17,200 | $2.04M | 1.34% | +127+0.7% | Added |
| Legacy Private Trust Co. | 17,337 | $2.06M | 0.15% | −2,225−11.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 18,060 | $2.14M | 0.09% | −10,073−35.8% | Reduced |
| Sofos Investments, Inc. | 18,191 | $2.16M | 0.54% | −16,949−48.2% | Reduced |
| Platinum Investment Management Ltd | 18,193 | $2.16M | 0.09% | −5,380−22.8% | Reduced |
| RPg Family Wealth Advisory, LLC | 18,240 | $2.17M | 0.71% | −20−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 18,310 | $2.17M | 0.05% | +7,370+67.4% | Added |
| Swiss Life Asset Management Ltd | 18,332 | $2.18M | 0.03% | +4,779+35.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,444 | $2.19M | 0.02% | +2,432+15.2% | Added |
| Allspring Global Investments Holdings, LLC | 18,589 | $2.21M | 0.00% | +256+1.4% | Added |
| Walleye Capital LLC | 18,615 | $2.21M | 0.02% | +10,223+121.8% | Added |
| Truist Financial Corp | 18,657 | $2.22M | 0.00% | +1,275+7.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 18,863 | $2.24M | 0.61% | −13,325−41.4% | Reduced |
| Verition Fund Management LLC | 19,078 | $2.27M | 0.02% | −8,921−31.9% | Reduced |
| Securian Asset Management, Inc | 19,086 | $2.27M | 0.07% | −437−2.2% | Reduced |
| Two Sigma Investments, LP | 19,377 | $2.30M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 19,400 | $2.30M | 0.02% | +8,531+78.5% | Added |
| UniSuper Management Pty Ltd | 19,763 | $2.35M | 0.02% | +6,605+50.2% | Added |
| Ossiam | 19,791 | $2.35M | 0.04% | +989+5.3% | Added |
| Lansdowne Partners (UK) LLP | 20,500 | $2.43M | 0.19% | −15,500−43.1% | Reduced |
| Rakuten Investment Management, Inc. | 20,380 | $2.47M | 0.02% | +7,862+62.8% | Added |
| M&T Bank Corp | 20,930 | $2.49M | 0.01% | +4,957+31.0% | Added |
| Neumann Advisory Hong Kong Ltd | 21,285 | $2.53M | 1.20% | −822−3.7% | Reduced |
| Hartford Investment Management Co | 21,362 | $2.54M | 0.09% | −80−0.4% | Reduced |
| Broderick Brian C | 21,600 | $2.56M | 0.52% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 21,844 | $2.59M | 0.01% | +3,035+16.1% | Added |
| Wealthfront Advisers LLC | 22,083 | $2.62M | 0.01% | +8,081+57.7% | Added |
| Sectoral Asset Management Inc | 22,110 | $2.63M | 1.07% | +7,370+50.0% | Added |
| US Bancorp | 22,194 | $2.64M | 0.00% | −913−4.0% | Reduced |
| Avaii Wealth Management, LLC | 22,336 | $2.65M | 1.47% | +22,336 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22,373 | $2.66M | 0.01% | −503−2.2% | Reduced |
| EFG Asset Management (North America) Corp. | 22,809 | $2.71M | 0.47% | +482+2.2% | Added |
| Privium Fund Management B.V. | 23,261 | $2.72M | 0.69% | −16,600−41.6% | Reduced |
| Mercer Global Advisors Inc | 23,078 | $2.72M | 0.01% | −2,015−8.0% | Reduced |
| Ontario Teachers Pension Plan Board | 22,960 | $2.73M | 0.03% | −8,464−26.9% | Reduced |
| Marathon Trading Investment Management LLC | 23,000 | $2.73M | 0.73% | +6,570+40.0% | Added |
| MBB Public Markets I LLC | 23,700 | $2.81M | 0.06% | +23,700 | New |
| Richard P Slaughter Associates Inc | 23,718 | $2.82M | 0.66% | −730−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,450 | $2.90M | 0.01% | −1,336−5.2% | Reduced |
| Ethic Inc. | 24,612 | $2.92M | 0.07% | +3,436+16.2% | Added |
| Cresset Asset Management, LLC | 24,634 | $2.93M | 0.01% | +2,478+11.2% | Added |
| Cantor Fitzgerald, L. P. | 25,000 | $2.97M | 0.60% | +25,000 | New |
| Kentucky Retirement Systems | 25,125 | $2.98M | 0.09% | −67−0.3% | Reduced |
| Maryland State Retirement & Pension System | 25,182 | $2.99M | 0.06% | −501−2.0% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 25,348 | $3.01M | 3.00% | −7,658−23.2% | Reduced |
| Thrivent Financial for Lutherans | 25,711 | $3.05M | 0.01% | −73−0.3% | Reduced |
| Mizuho Securities USA LLC | 25,710 | $3.05M | 0.07% | +25,710 | New |
| Parus Finance (UK) Ltd | 26,328 | $3.13M | 0.90% | +444+1.7% | Added |
| Sanctuary Advisors, LLC | 29,078 | $3.14M | 0.02% | +29,078 | New |
| Blair William & Co | 26,500 | $3.15M | 0.01% | −4,815−15.4% | Reduced |
| Gulf International Bank (UK) Ltd | 26,814 | $3.18M | 0.08% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 26,887 | $3.19M | 3.33% | −25−0.1% | Reduced |
| Colony Group, LLC | 27,014 | $3.21M | 0.01% | −4,828−15.2% | Reduced |
| Apeiron Capital Ltd | 27,115 | $3.22M | 1.12% | +20,046+283.6% | Added |
| APG Asset Management US Inc. | 27,865 | $3.23M | 0.02% | −13,334−32.4% | Reduced |
| Jump Financial, LLC | 27,259 | $3.24M | 0.07% | −12,870−32.1% | Reduced |