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 |
|---|---|---|---|---|---|
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 18,863 | $2.24M | 0.61% | −13,325−41.4% | Reduced |
| Truist Financial Corp | 18,657 | $2.22M | 0.00% | +1,275+7.3% | Added |
| Walleye Capital LLC | 18,615 | $2.21M | 0.02% | +10,223+121.8% | Added |
| Allspring Global Investments Holdings, LLC | 18,589 | $2.21M | 0.00% | +256+1.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,444 | $2.19M | 0.02% | +2,432+15.2% | Added |
| Swiss Life Asset Management Ltd | 18,332 | $2.18M | 0.03% | +4,779+35.3% | Added |
| Capstone Investment Advisors, LLC | 18,310 | $2.17M | 0.05% | +7,370+67.4% | Added |
| RPg Family Wealth Advisory, LLC | 18,240 | $2.17M | 0.71% | −20−0.1% | Reduced |
| Platinum Investment Management Ltd | 18,193 | $2.16M | 0.09% | −5,380−22.8% | Reduced |
| Sofos Investments, Inc. | 18,191 | $2.16M | 0.54% | −16,949−48.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 18,060 | $2.14M | 0.09% | −10,073−35.8% | Reduced |
| Legacy Private Trust Co. | 17,337 | $2.06M | 0.15% | −2,225−11.4% | Reduced |
| Concorde Financial Corp | 17,200 | $2.04M | 1.34% | +127+0.7% | Added |
| Groupama Asset Managment | 16,918 | $2.01M | 0.04% | +8,728+106.6% | Added |
| Money Concepts Capital Corp | 16,864 | $2.00M | 0.17% | +7,768+85.4% | Added |
| Prospera Financial Services Inc | 16,756 | $1.99M | 0.06% | +13,093+357.4% | Added |
| New Mexico Educational Retirement Board | 16,700 | $1.98M | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 15,998 | $1.90M | 0.03% | +5,668+54.9% | Added |
| Bokf, NA | 15,717 | $1.87M | 0.03% | −853−5.1% | Reduced |
| K.J. Harrison & Partners Inc | 15,660 | $1.86M | 0.31% | +15,660 | New |
| Northwest & Ethical Investments L.P. | 15,455 | $1.84M | 0.05% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 14,868 | $1.83M | 0.30% | +160+1.1% | Added |
| Marex Group plc | 15,345 | $1.82M | 0.05% | −1,250−7.5% | Reduced |
| Bridgewater Associates, LP | 15,309 | $1.82M | 0.01% | +15,309 | New |
| CMT Capital Markets Trading GmbH | 15,165 | $1.80M | 0.51% | +15,165 | New |
| Toroso Investments, LLC | 14,760 | $1.75M | 0.02% | −6,501−30.6% | Reduced |
| Manhattan West Asset Management, LLC | 14,712 | $1.75M | 0.47% | −1,160−7.3% | Reduced |
| Norinchukin Bank, The | 14,663 | $1.74M | 0.05% | +623+4.4% | Added |
| Ameritas Investment Partners, Inc. | 14,639 | $1.74M | 0.06% | −121−0.8% | Reduced |
| Motley Fool Asset Management LLC | 14,890 | $1.73M | 0.11% | +3,592+31.8% | Added |
| AIA Group Ltd | 14,526 | $1.72M | 0.05% | +1,526+11.7% | Added |
| Eastern Bank | 14,244 | $1.69M | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 14,084 | $1.67M | 0.08% | +14,084 | New |
| Crossmark Global Holdings, Inc. | 14,032 | $1.67M | 0.03% | −265−1.9% | Reduced |
| Public Sector Pension Investment Board | 13,880 | $1.65M | 0.01% | +5,557+66.8% | Added |
| Reynders McVeigh Capital Management, LLC | 13,670 | $1.62M | 0.09% | +618+4.7% | Added |
| CIBC World Markets Inc. | 13,461 | $1.60M | 0.00% | −49,665−78.7% | Reduced |
| Old Port Advisors | 13,433 | $1.60M | 0.48% | −45−0.3% | Reduced |
| Princeton Capital Management LLC | 13,420 | $1.59M | 0.52% | +913+7.3% | Added |
| TT International Asset Management LTD | 13,300 | $1.58M | 0.20% | −1,200−8.3% | Reduced |
| Axiom Advisory, LLC | 12,474 | $1.58M | 0.02% | +12,474 | New |
| Scotia Capital Inc. | 13,176 | $1.56M | 0.01% | −458−3.4% | Reduced |
| E Fund Management Co., Ltd. | 13,037 | $1.55M | 0.09% | +2,343+21.9% | Added |
| Metis Global Partners, LLC | 13,020 | $1.55M | 0.05% | +779+6.4% | Added |
| Liontrust Investment Partners LLP | 13,000 | $1.54M | 0.02% | −85,000−86.7% | Reduced |
| Woodmont Investment Counsel LLC | 12,970 | $1.54M | 0.13% | −2,166−14.3% | Reduced |
| Provident Co of the Employees of the Hebrew University LTD | 12,965 | $1.54M | 1.83% | +22+0.2% | Added |
| Cerity Partners LLC | 12,869 | $1.53M | 0.00% | −2,141−14.3% | Reduced |
| Rathbone Brothers plc | 12,728 | $1.51M | 0.01% | +100+0.8% | Added |
| Tobam | 12,545 | $1.49M | 0.23% | −55,983−81.7% | Reduced |
| Legato Capital Management LLC | 12,385 | $1.47M | 0.20% | −6,500−34.4% | Reduced |
| Harvest Fund Management Co., Ltd | 12,163 | $1.44M | 0.10% | −134−1.1% | Reduced |
| Janney Montgomery Scott LLC | 12,011 | $1.43M | 0.00% | −2,362−16.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,932 | $1.42M | 0.00% | +1,265+11.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,894 | $1.41M | 0.00% | +914+8.3% | Added |
| AustralianSuper Pty Ltd | 11,423 | $1.36M | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 11,190 | $1.36M | 0.03% | +11,190 | New |
| Kestra Advisory Services, LLC | 11,306 | $1.34M | 0.01% | −934−7.6% | Reduced |
| John G Ullman & Associates Inc | 11,250 | $1.34M | 0.20% | −150−1.3% | Reduced |
| Omers Administration Corp | 11,218 | $1.33M | 0.01% | +11,218 | New |
| Arkadios Wealth Advisors | 11,186 | $1.33M | 0.09% | +282+2.6% | Added |
| Fifth Third Bancorp | 11,178 | $1.33M | 0.01% | +1,842+19.7% | Added |
| Siemens Fonds Invest GmbH | 11,120 | $1.32M | 0.10% | +86+0.8% | Added |
| McAdam, LLC | 11,075 | $1.32M | 0.08% | +117+1.1% | Added |
| United Capital Financial Advisers, LLC | 10,787 | $1.28M | 0.01% | +883+8.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,754 | $1.28M | 0.09% | −193−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,611 | $1.26M | 0.03% | +85+0.8% | Added |
| Harbor Capital Advisors, Inc. | 10,407 | $1.24M | 0.09% | +1,095+11.8% | Added |
| Green Alpha Advisors, LLC | 10,276 | $1.22M | 0.98% | −2,676−20.7% | Reduced |
| Lipe & Dalton | 9,842 | $1.17M | 0.63% | −655−6.2% | Reduced |
| Resources Investment Advisors, LLC. | 9,751 | $1.16M | 0.01% | +255+2.7% | Added |
| Pinpoint Asset Management Ltd | 9,745 | $1.16M | 0.17% | +4,856+99.3% | Added |
| Beacon Pointe Advisors, LLC | 9,592 | $1.14M | 0.01% | −632−6.2% | Reduced |
| Ci Investments Inc. | 9,582 | $1.14M | 0.00% | −1,215−11.3% | Reduced |
| Inspire Trust Co, N.A. | 9,525 | $1.13M | 0.37% | +1,500+18.7% | Added |
| Brandywine Managers, LLC | 9,510 | $1.13M | 1.19% | 00.0% | Unchanged |
| DMG Group, LLC | 9,413 | $1.12M | 0.96% | +827+9.6% | Added |
| Tokio Marine Asset Management Co Ltd | 9,397 | $1.12M | 0.05% | +339+3.7% | Added |
| Scientech Research LLC | 9,335 | $1.11M | 0.23% | +9,335 | New |
| Cohen Capital Management, Inc. | 9,242 | $1.10M | 0.19% | 00.0% | Unchanged |
| Patten & Patten Inc | 9,194 | $1.09M | 0.08% | −300−3.2% | Reduced |
| Nemes Rush Group LLC | 9,172 | $1.09M | 0.15% | +1,427+18.4% | Added |
| Graham Capital Management, L.P. | 9,117 | $1.08M | 0.04% | +5,726+168.9% | Added |
| NVWM, LLC | 9,092 | $1.08M | 0.29% | −84−0.9% | Reduced |
| Capital Counsel LLC | 9,070 | $1.08M | 0.05% | −900−9.0% | Reduced |
| LM Advisors LLC | 8,749 | $1.04M | 0.00% | −30.0% | Reduced |
| Sequoia Financial Advisors, LLC | 8,722 | $1.04M | 0.01% | +575+7.1% | Added |
| Commerce Bank | 8,684 | $1.03M | 0.01% | −18−0.2% | Reduced |
| Everence Capital Management Inc | 9,330 | $1.03M | 0.07% | 00.0% | Unchanged |
| Brown Advisory Inc | 8,574 | $1.02M | 0.00% | +1,124+15.1% | Added |
| Captrust Financial Advisors | 8,442 | $1.00M | 0.00% | −40−0.5% | Reduced |
| Central Trust Co | 8,435 | $1.00M | 0.02% | −452−5.1% | Reduced |
| Empirical Finance, LLC | 8,279 | $983.1K | 0.06% | −696−7.8% | Reduced |
| New Insight Wealth Advisors | 8,241 | $978.6K | 0.58% | −551−6.3% | Reduced |
| Eisler Capital (US) LLC | 8,187 | $972.2K | 0.18% | +8,187 | New |
| Chelsea Counsel Co | 8,039 | $954.6K | 0.48% | +4,005+99.3% | Added |
| Bessemer Group Inc | 7,944 | $943.0K | 0.00% | +686+9.5% | Added |
| GWM Advisors LLC | 7,773 | $923.0K | 0.01% | −5,773−42.6% | Reduced |
| Profit Investment Management, LLC | 7,767 | $922.3K | 0.58% | +893+13.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,673 | $911.2K | 0.02% | +5,000+187.1% | Added |