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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 4,102 | $487.1K | 0.01% | +718+21.2% | Added |
| Lake Street Advisors Group, LLC | 3,991 | $473.9K | 0.02% | +253+6.8% | Added |
| Alpha Family Trust | 3,990 | $473.8K | 0.28% | 00.0% | Unchanged |
| Baader Bank INC | 4,134 | $471.4K | 0.04% | +884+27.2% | Added |
| Keybank National Association | 3,928 | $466.5K | 0.00% | +394+11.1% | Added |
| Proficio Capital Partners LLC | 3,928 | $466.4K | 0.05% | +158+4.2% | Added |
| Gladstone Institutional Advisory LLC | 3,926 | $466.2K | 0.02% | +3,926 | New |
| Left Brain Wealth Management, LLC | 3,888 | $461.7K | 0.22% | +411+11.8% | Added |
| LPF Advisors LLC | 3,883 | $461.1K | 0.43% | +3,883 | New |
| Laurion Capital Management LP | 3,840 | $456.0K | 0.01% | +3,840 | New |
| Trust Asset Management LLC | 3,828 | $454.6K | 0.04% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 3,821 | $453.7K | 0.25% | +3,821 | New |
| Advisors Asset Management, Inc. | 3,769 | $447.6K | 0.01% | +2,134+130.5% | Added |
| TownSquare Capital, LLC | 3,705 | $440.0K | 0.01% | +1,618+77.5% | Added |
| Advisory Alpha, LLC | 3,656 | $434.1K | 0.02% | −43−1.2% | Reduced |
| Stratos Wealth Partners, LTD. | 3,649 | $433.3K | 0.01% | −2,043−35.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,613 | $429.0K | 0.01% | −906−20.0% | Reduced |
| Winton Group Ltd | 3,584 | $425.6K | 0.03% | +3,584 | New |
| Humankind Investments LLC | 3,583 | $425.5K | 0.11% | −3,440−49.0% | Reduced |
| Summit Trail Advisors, LLC | 3,558 | $422.5K | 0.01% | +403+12.8% | Added |
| Symmetry Partners, LLC | 3,474 | $413.0K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,463 | $411.2K | 0.00% | +471+15.7% | Added |
| Beacon Investment Advisory Services, Inc. | 3,447 | $409.3K | 0.02% | −13−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 3,447 | $409.3K | 0.03% | +1,516+78.5% | Added |
| Activest Wealth Management | 3,424 | $406.6K | 0.13% | +3,213+1,522.7% | Added |
| We Are One Seven, LLC | 3,379 | $401.3K | 0.02% | −11−0.3% | Reduced |
| Cigna Investments Inc | 3,367 | $400.0K | 0.07% | −130−3.7% | Reduced |
| Redwood Wealth Management Group, LLC | 3,342 | $396.9K | 0.30% | +215+6.9% | Added |
| Quadrant Capital Group LLC | 3,331 | $395.6K | 0.03% | +415+14.2% | Added |
| Caas Capital Management LP | 3,308 | $392.8K | 0.73% | +308+10.3% | Added |
| Altshuler Shaham Ltd | 3,300 | $391.9K | 0.01% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,292 | $390.9K | 0.11% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,254 | $386.4K | 0.01% | +7+0.2% | Added |
| Boothbay Fund Management, LLC | 3,250 | $385.9K | 0.01% | +3,250 | New |
| Heritage Investors Management Corp | 3,215 | $382.0K | 0.01% | −120−3.6% | Reduced |
| PFG Investments, LLC | 3,193 | $379.2K | 0.03% | −252−7.3% | Reduced |
| Kinneret Advisory, LLC | 3,182 | $377.9K | 0.04% | +49+1.6% | Added |
| Frank, Rimerman Advisors LLC | 3,152 | $374.3K | 0.03% | +2,451+349.6% | Added |
| Brevan Howard Capital Management LP | 3,146 | $373.6K | 0.02% | +3,146 | New |
| Wedmont Private Capital | 3,075 | $373.5K | 0.02% | +1,003+48.4% | Added |
| Wetzel Investment Advisors, Inc. | 3,492 | $372.5K | 0.21% | +302+9.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,115 | $369.9K | 0.14% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,110 | $369.3K | 0.02% | −83−2.6% | Reduced |
| Stephens Inc | 3,089 | $366.8K | 0.01% | −394−11.3% | Reduced |
| Valeo Financial Advisors, LLC | 3,067 | $364.2K | 0.01% | −239−7.2% | Reduced |
| Adviser Investments LLC | 3,056 | $362.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,048 | $362.0K | 0.01% | −1,302−29.9% | Reduced |
| Carl P. Sherr & Co., LLC | 3,043 | $361.4K | 0.20% | 00.0% | Unchanged |
| 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 |
| Cable Hill Partners, LLC | 2,981 | $354.0K | 0.04% | +2,981 | New |
| International Assets Investment Management, LLC | 2,962 | $351.7K | 0.03% | −900−23.3% | Reduced |
| Clear Harbor Asset Management, LLC | 2,948 | $350.1K | 0.03% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,906 | $345.1K | 0.02% | +18+0.6% | Added |
| Snowden Capital Advisors LLC | 2,897 | $344.0K | 0.01% | +345+13.5% | Added |
| Buckingham Strategic Wealth, LLC | 2,894 | $343.6K | 0.00% | −13−0.4% | Reduced |
| MMBG Investment Advisors Co. | 2,860 | $339.6K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,856 | $339.1K | 0.03% | −13,243−82.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,847 | $338.1K | 0.01% | −267−8.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,839 | $337.1K | 0.02% | −392−12.1% | Reduced |
| Blue Fin Capital, Inc. | 2,819 | $334.8K | 0.07% | +23+0.8% | Added |
| Park Avenue Securities LLC | 2,811 | $334.0K | 0.00% | +266+10.5% | Added |
| V-Square Quantitative Management LLC | 2,811 | $333.8K | 0.05% | −967−25.6% | Reduced |
| Buckingham Strategic Partners | 2,805 | $333.1K | 0.01% | +2,805 | New |
| Dearborn Partners LLC | 2,800 | $332.5K | 0.01% | +850+43.6% | Added |
| CTC Alternative Strategies, Ltd. | 2,800 | $332.5K | 0.14% | +2,800 | New |
| AlTi Global, Inc. | 2,791 | $331.4K | 0.01% | +40+1.5% | Added |
| Dana Investment Advisors, Inc. | 2,788 | $331.1K | 0.01% | −8,661−75.6% | Reduced |
| Boston Private Wealth LLC | 2,771 | $329.1K | 0.01% | −611−18.1% | Reduced |
| Steel Peak Wealth Management LLC | 2,757 | $327.4K | 0.02% | −81−2.9% | Reduced |
| JT Stratford LLC | 2,710 | $321.8K | 0.06% | −37−1.3% | Reduced |
| Keebeck Wealth Management, LLC | 2,705 | $321.2K | 0.05% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 2,683 | $318.6K | 0.22% | −588−18.0% | Reduced |
| Equitable Trust Co | 2,639 | $313.4K | 0.02% | −1,387−34.5% | Reduced |
| TFB Advisors LLC | 2,632 | $312.6K | 0.10% | +58+2.3% | Added |
| Moneta Group Investment Advisors LLC | 2,616 | $310.7K | 0.00% | +14+0.5% | Added |
| Wealthspire Advisors, LLC | 2,605 | $309.3K | 0.00% | −120−4.4% | Reduced |
| One Capital Management, LLC | 2,602 | $309.0K | 0.01% | +60+2.4% | Added |
| Lee Financial Co | 2,601 | $308.9K | 0.05% | 00.0% | Unchanged |
| Syon Capital LLC | 2,595 | $308.2K | 0.03% | +709+37.6% | Added |
| Raymond James Trust N.A. | 2,590 | $307.6K | 0.01% | +602+30.3% | Added |
| Perigon Wealth Management, LLC | 2,570 | $305.1K | 0.01% | +177+7.4% | Added |
| Clearstead Advisors, LLC | 2,545 | $302.2K | 0.01% | +2,438+2,278.5% | Added |
| Regal Investment Advisors LLC | 2,537 | $301.3K | 0.02% | −35−1.4% | Reduced |
| Investors Research Corp | 2,527 | $300.1K | 0.07% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,501 | $297.0K | 0.02% | +4+0.2% | Added |
| Sanders Morris Harris LLC | 2,500 | $296.9K | 0.05% | −175−6.5% | Reduced |
| Avestar Capital, LLC | 2,495 | $296.3K | 0.03% | +608+32.2% | Added |
| Private Capital Management LLC | 2,488 | $295.4K | 0.06% | +67+2.8% | Added |
| Aigen Investment Management, LP | 2,470 | $293.3K | 0.06% | +2,470 | New |
| Sheaff Brock Investment Advisors, LLC | 2,468 | $293.1K | 0.03% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,425 | $288.0K | 0.06% | +2,425 | New |
| Hobbs Group Advisors, LLC | 2,416 | $286.9K | 0.11% | +2,416 | New |
| Concurrent Investment Advisors, LLC | 2,413 | $286.5K | 0.01% | +177+7.9% | Added |
| Visionary Wealth Advisors | 2,407 | $285.8K | 0.02% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,405 | $285.6K | 0.07% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,380 | $282.6K | 0.05% | +2,380 | New |
| Oversea-Chinese Banking CORP Ltd | 2,357 | $279.9K | 0.01% | −2,387−50.3% | Reduced |
| Clarius Group, LLC | 2,347 | $278.7K | 0.02% | +54+2.4% | Added |
| Savant Capital, LLC | 2,338 | $277.7K | 0.00% | −929−28.4% | Reduced |