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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 7,614 | $904.2K | 0.00% | −17,660−69.9% | Reduced |
| Acadian Asset Management LLC | 7,585 | $900.0K | 0.00% | +7,585 | New |
| Washington Trust Co | 7,561 | $897.9K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,404 | $879.2K | 0.04% | +1,427+23.9% | Added |
| Perkins Capital Management Inc | 7,375 | $876.0K | 0.83% | +3,675+99.3% | Added |
| Assenagon Asset Management S.A. | 7,352 | $873.0K | 0.00% | +843+13.0% | Added |
| Stevard, LLC | 7,350 | $872.8K | 0.75% | −501−6.4% | Reduced |
| Great Valley Advisor Group, Inc. | 7,343 | $871.7K | 0.02% | −631−7.9% | Reduced |
| Hemenway Trust Co LLC | 7,278 | $864.3K | 0.07% | +35+0.5% | Added |
| Investment Management Corp of Ontario | 7,268 | $863.1K | 0.02% | +2,000+38.0% | Added |
| Outfitter Financial LLC | 7,210 | $856.2K | 0.71% | −570−7.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,195 | $854.4K | 0.06% | +104+1.5% | Added |
| Veriti Management LLC | 6,945 | $824.7K | 0.05% | +2,021+41.0% | Added |
| J. Safra Sarasin Holding AG | 6,805 | $808.1K | 0.01% | +6,805 | New |
| Wellington Shields & Co., LLC | 6,776 | $804.6K | 0.26% | −1,600−19.1% | Reduced |
| RSM US Wealth Management LLC | 6,904 | $802.1K | 0.01% | +6,904 | New |
| Kingswood Wealth Advisors, LLC | 6,696 | $795.1K | 0.07% | +747+12.6% | Added |
| Signaturefd, LLC | 6,688 | $794.2K | 0.02% | +1,579+30.9% | Added |
| Exchange Traded Concepts, LLC | 6,651 | $789.8K | 0.02% | −5,032−43.1% | Reduced |
| SeaCrest Wealth Management, LLC | 6,624 | $786.6K | 0.09% | +7+0.1% | Added |
| Leonteq Securities AG | 6,621 | $786.2K | 0.11% | −43,910−86.9% | Reduced |
| Eqis Capital Management, Inc. | 6,602 | $784.0K | 0.06% | −944−12.5% | Reduced |
| Aufman Associates Inc | 6,506 | $772.6K | 0.55% | +2,206+51.3% | Added |
| Atria Investments LLC | 6,433 | $763.9K | 0.01% | −3,543−35.5% | Reduced |
| Almanack Investment Partners, LLC. | 6,361 | $755.4K | 0.13% | +6,361 | New |
| CTC LLC | 6,340 | $752.9K | 0.06% | −26,801−80.9% | Reduced |
| Centaurus Financial, Inc. | 6,335 | $752.0K | 0.05% | −608−8.8% | Reduced |
| Bristlecone Advisors, LLC | 6,192 | $735.3K | 0.06% | +67+1.1% | Added |
| Harbor Investment Advisory, LLC | 6,148 | $730.1K | 0.08% | −570−8.5% | Reduced |
| National Asset Management, Inc. | 6,117 | $726.4K | 0.02% | −3,754−38.0% | Reduced |
| Newlands Management Operations LLC | 6,053 | $718.8K | 0.01% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 6,030 | $716.1K | 0.17% | −238−3.8% | Reduced |
| STF Management LP | 6,017 | $714.5K | 0.30% | −252−4.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,958 | $708.0K | 0.08% | +5,958 | New |
| TD Waterhouse Canada Inc. | 6,102 | $707.5K | 0.01% | −270−4.2% | Reduced |
| Paloma Partners Management Co | 5,957 | $707.4K | 0.06% | +2,863+92.5% | Added |
| Avantax Advisory Services, Inc. | 5,894 | $699.9K | 0.00% | +859+17.1% | Added |
| Moloney Securities Asset Management, LLC | 5,841 | $693.6K | 0.10% | −4,704−44.6% | Reduced |
| Vestcor Inc | 5,714 | $679.0K | 0.02% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 5,601 | $665.1K | 0.38% | +5,601 | New |
| Linden Thomas Advisory Services, LLC | 5,595 | $664.4K | 0.10% | +79+1.4% | Added |
| Focus Financial Network, Inc. | 5,342 | $662.7K | 0.03% | +8+0.1% | Added |
| National Philanthropic Trust | 5,570 | $661.4K | 0.01% | +2,029+57.3% | Added |
| Commerzbank Aktiengesellschaft | 5,550 | $660.0K | 0.02% | +93+1.7% | Added |
| Claro Advisors LLC | 5,546 | $658.6K | 0.10% | +108+2.0% | Added |
| Prudential PLC | 5,488 | $651.7K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,433 | $645.2K | 0.00% | −3,348−38.1% | Reduced |
| Friedenthal Financial | 5,430 | $644.8K | 0.40% | +5,430 | New |
| Integrated Wealth Concepts LLC | 5,401 | $641.4K | 0.01% | +355+7.0% | Added |
| Greenleaf Trust | 5,399 | $641.1K | 0.01% | +2,146+66.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,343 | $634.0K | 0.01% | +3,998+297.2% | Added |
| Hongkou Capital LP | 5,250 | $623.4K | 18.39% | +5,250 | New |
| Norman Fields, Gottscho Capital Management, LLC | 5,299 | $622.0K | 0.22% | −400−7.0% | Reduced |
| GAM Holding AG | 5,172 | $614.1K | 0.05% | −14−0.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 5,158 | $612.5K | 0.31% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,123 | $608.4K | 0.01% | −1,310−20.4% | Reduced |
| CAPROCK Group, Inc. | 5,122 | $608.2K | 0.02% | +2,040+66.2% | Added |
| Boston Family Office LLC | 5,084 | $604.0K | 0.04% | +2,741+117.0% | Added |
| AQR Capital Management LLC | 5,083 | $603.6K | 0.00% | +1,232+32.0% | Added |
| Wetherby Asset Management Inc | 5,073 | $602.4K | 0.03% | +607+13.6% | Added |
| Paragon Capital Management Inc | 5,070 | $602.1K | 0.46% | +5,070 | New |
| Horizon Investments, LLC | 5,061 | $601.0K | 0.02% | +513+11.3% | Added |
| Pearl River Capital, LLC | 5,006 | $594.5K | 0.09% | +5,006 | New |
| Zuckerman Investment Group, LLC | 5,000 | $593.8K | 0.07% | +1,000+25.0% | Added |
| CIBC Private Wealth Group, LLC | 4,991 | $581.2K | 0.00% | −1,857−27.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,887 | $580.3K | 0.02% | +287+6.2% | Added |
| Empowered Funds, LLC | 4,877 | $579.1K | 0.01% | +601+14.1% | Added |
| Bleakley Financial Group, LLC | 4,841 | $574.9K | 0.02% | +1,130+30.5% | Added |
| Simplicity Wealth,LLC | 4,838 | $574.5K | 0.01% | +1,161+31.6% | Added |
| HB Wealth Management, LLC | 4,824 | $572.9K | 0.01% | +974+25.3% | Added |
| Reik & Co., LLC | 4,778 | $567.4K | 0.15% | −20.0% | Reduced |
| Midwest Professional Planners, LTD. | 4,776 | $567.1K | 0.19% | +4,776 | New |
| GFG Capital, LLC | 4,740 | $562.9K | 0.15% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,684 | $556.2K | 0.04% | +2,573+121.9% | Added |
| MAI Capital Management | 4,622 | $548.9K | 0.01% | +380+9.0% | Added |
| Centiva Capital, LP | 4,573 | $543.0K | 0.03% | +4,573 | New |
| Ballentine Partners, LLC | 4,564 | $542.0K | 0.01% | −183−3.9% | Reduced |
| Knuff & Co LLC | 4,488 | $533.0K | 0.17% | −1,003−18.3% | Reduced |
| CX Institutional | 4,437 | $526.9K | 0.02% | +1,471+49.6% | Added |
| Capital International Sarl | 4,431 | $526.2K | 0.02% | −955−17.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,423 | $525.2K | 0.15% | +4,420+147,333.3% | Added |
| Congress Wealth Management LLC | 4,384 | $520.6K | 0.01% | −101−2.3% | Reduced |
| Coldstream Capital Management Inc | 4,354 | $517.0K | 0.01% | +1,011+30.2% | Added |
| NorthRock Partners, LLC | 4,343 | $515.7K | 0.02% | +418+10.6% | Added |
| Kestra Private Wealth Services, LLC | 4,342 | $515.6K | 0.01% | −756−14.8% | Reduced |
| GAMMA Investing LLC | 4,340 | $515.4K | 0.07% | +1,346+45.0% | Added |
| Tiaa Trust, National Association | 4,337 | $515.0K | 0.00% | −118−2.6% | Reduced |
| Global Retirement Partners, LLC | 4,310 | $511.8K | 0.02% | −1,845−30.0% | Reduced |
| Carr Financial Group Corp | 4,309 | $511.7K | 0.16% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 4,295 | $510.0K | 0.01% | +4,295 | New |
| Jones Financial Companies LLLP | 4,292 | $509.7K | 0.00% | +3,352+356.6% | Added |
| Parallel Advisors, LLC | 4,249 | $504.6K | 0.01% | −1,163−21.5% | Reduced |
| Wedbush Securities Inc | 4,233 | $503.0K | 0.02% | −382−8.3% | Reduced |
| HighPoint Advisor Group LLC | 4,223 | $502.0K | 0.03% | +769+22.3% | Added |
| Gateway Advisory, LLC | 4,222 | $501.4K | 0.09% | +4,222 | New |
| Westpac Banking Corp | 4,211 | $500.1K | 0.04% | +455+12.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 4,209 | $499.8K | 0.06% | +405+10.6% | Added |
| Probity Advisors, Inc. | 4,183 | $496.7K | 0.10% | +774+22.7% | Added |
| Old Mission Capital LLC | 4,165 | $494.6K | 0.01% | +4,165 | New |
| Flagship Harbor Advisors, LLC | 4,106 | $487.6K | 0.03% | −218−5.0% | Reduced |