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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| Ariadne Wealth Management, LP | 19,971 | $276.6K | 0.24% | +19,971 | New |
| Aberdeen Wealth Management LLC | 2,315 | $274.9K | 0.19% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,309 | $274.2K | 0.07% | +2,309 | New |
| Andra AP-fonden | 2,300 | $273.1K | 0.00% | +2,300 | New |
| Ellevest, Inc. | 2,293 | $272.3K | 0.02% | +365+18.9% | Added |
| Virtus ETF Advisers LLC | 2,268 | $269.3K | 0.13% | −2,169−48.9% | Reduced |
| J.W. Cole Advisors, Inc. | 2,261 | $268.5K | 0.01% | +34+1.5% | Added |
| La Financiere de L'Echiquier | 2,250 | $267.2K | 0.01% | −200−8.2% | Reduced |
| Jeppson Wealth Management, LLC | 2,248 | $266.9K | 0.10% | −27−1.2% | Reduced |
| Brinker Capital Investments, LLC | 2,218 | $263.4K | 0.00% | +2,218 | New |
| Orion Portfolio Solutions, LLC | 2,218 | $263.4K | 0.00% | +2,218 | New |
| Philadelphia Trust Co | 2,180 | $259.0K | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,175 | $258.3K | 0.02% | −37−1.7% | Reduced |
| Merit Financial Group, LLC | 2,154 | $255.7K | 0.01% | −832−27.9% | Reduced |
| Conning Inc. | 2,121 | $251.9K | 0.01% | +43+2.1% | Added |
| Graypoint LLC | 2,114 | $251.0K | 0.02% | +2,114 | New |
| Cohen Klingenstein LLC | 2,100 | $249.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,080 | $247.0K | 0.01% | +2,080 | New |
| Wolverine Trading, LLC | 2,080 | $247.0K | 0.00% | −20,379−90.7% | Reduced |
| Synovus Financial Corp | 2,068 | $245.6K | 0.00% | −371−15.2% | Reduced |
| Belpointe Asset Management LLC | 2,062 | $244.9K | 0.02% | −15,790−88.4% | Reduced |
| Mission Wealth Management, LP | 2,045 | $242.9K | 0.01% | +8+0.4% | Added |
| Baird Financial Group, Inc. | 2,016 | $239.4K | 0.00% | −50−2.4% | Reduced |
| Jupiter Wealth Management LLC | 2,000 | $238.4K | 0.13% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 2,000 | $237.5K | 0.10% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $237.5K | 0.04% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,000 | $237.5K | 0.04% | 00.0% | Unchanged |
| Price Jennifer C. | 2,000 | $237.5K | 0.29% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,000 | $237.5K | 0.01% | +2,000 | New |
| Principal Securities, Inc. | 1,995 | $236.9K | 0.01% | +475+31.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,990 | $236.3K | 0.01% | +1,990 | New |
| Ausdal Financial Partners, Inc. | 1,967 | $233.6K | 0.02% | +1,967 | New |
| Arlington Capital Management, Inc. | 1,958 | $232.5K | 0.20% | −92−4.5% | Reduced |
| Chicago Capital, LLC | 1,955 | $232.2K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,953 | $231.9K | 0.00% | +104+5.6% | Added |
| Integrated Advisors Network LLC | 1,948 | $231.3K | 0.01% | −113−5.5% | Reduced |
| Sigma Planning Corp | 1,939 | $230.3K | 0.01% | −1,374−41.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,933 | $229.5K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,923 | $228.4K | 0.02% | +448+30.4% | Added |
| Kovack Advisors, Inc. | 1,898 | $225.4K | 0.02% | −833−30.5% | Reduced |
| Altfest L J & Co Inc | 1,897 | $225.0K | 0.03% | +1,897 | New |
| Silvercrest Asset Management Group LLC | 1,880 | $223.3K | 0.00% | −1,240−39.7% | Reduced |
| Integrated Investment Consultants, LLC | 2,095 | $223.2K | 0.06% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 1,875 | $222.7K | 0.10% | +1,875 | New |
| Allworth Financial LP | 1,833 | $222.1K | 0.00% | +122+7.1% | Added |
| Breakwater Capital Group | 1,855 | $220.3K | 0.05% | +1,855 | New |
| Trust Point Inc. | 1,853 | $220.0K | 0.02% | +1,853 | New |
| Miracle Mile Advisors, LLC | 1,846 | $219.2K | 0.01% | +1,846 | New |
| Forum Financial Management, LP | 1,829 | $217.2K | 0.00% | +1,829 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,825 | $216.7K | 0.03% | +1,825 | New |
| Simon Quick Advisors, LLC | 1,820 | $216.1K | 0.02% | +1,820 | New |
| Fulton Breakefield Broenniman LLC | 1,810 | $214.9K | 0.02% | +1,810 | New |
| JTC Employer Solutions Trusteee Ltd | 1,800 | $214.0K | 0.01% | +1,500+500.0% | Added |
| Huntington National Bank | 1,792 | $212.8K | 0.00% | +248+16.1% | Added |
| Bullock Wealth Management Group | 1,834 | $212.7K | 0.14% | +1,297+241.5% | Added |
| Interchange Capital Partners, LLC | 1,787 | $212.2K | 0.08% | +1,787 | New |
| Aptus Capital Advisors, LLC | 1,779 | $211.3K | 0.00% | +1,779 | New |
| Newbridge Financial Services Group, Inc. | 1,778 | $211.1K | 0.08% | +68+4.0% | Added |
| Western Wealth Management, LLC | 1,774 | $210.7K | 0.02% | +1,774 | New |
| Twin Lakes Capital Management, LLC | 1,772 | $210.4K | 0.14% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,767 | $209.8K | 0.00% | +1,767 | New |
| Parsons Capital Management Inc | 1,760 | $209.0K | 0.01% | +1,760 | New |
| Prosperity Consulting Group, LLC | 1,748 | $207.6K | 0.03% | +1,748 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,745 | $207.2K | 0.01% | +1,745 | New |
| SpiderRock Advisors, LLC | 1,745 | $207.2K | 0.01% | −4,002−69.6% | Reduced |
| Mediolanum International Funds Ltd | 1,826 | $206.6K | 0.00% | +1,826 | New |
| Emerald Advisers, LLC | 1,736 | $206.2K | 0.01% | −1,464−45.8% | Reduced |
| Legacy Capital Group California, Inc. | 1,719 | $204.1K | 0.07% | +1,719 | New |
| Trust Investment Advisors | 1,718 | $204.0K | 0.13% | +1,718 | New |
| Cim Investment Mangement Inc | 1,707 | $202.7K | 0.06% | +1,707 | New |
| PKO Investment Management Joint-Stock Co | 1,700 | $201.9K | 0.02% | −1,800−51.4% | Reduced |
| Wealthcare Advisory Partners LLC | 1,700 | $201.9K | 0.01% | +1,700 | New |
| Tortoise Investment Management, LLC | 1,672 | $198.6K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,611 | $191.3K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,602 | $190.2K | 0.00% | −4−0.2% | Reduced |
| Wellington Shields Capital Management, LLC | 1,602 | $190.2K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,581 | $188.0K | 0.08% | −324−17.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,535 | $182.3K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 1,463 | $174.0K | 0.03% | −55−3.6% | Reduced |
| Crewe Advisors LLC | 1,460 | $173.4K | 0.02% | −104−6.6% | Reduced |
| Canton Hathaway, LLC | 1,421 | $169.0K | 0.05% | +820+136.4% | Added |
| Parkside Financial Bank & Trust | 1,413 | $167.8K | 0.03% | +260+22.5% | Added |
| Optimum Investment Advisors | 1,384 | $164.3K | 0.07% | −105−7.1% | Reduced |
| Harbour Investments, Inc. | 1,364 | $162.0K | 0.01% | −35−2.5% | Reduced |
| Quest Partners LLC | 1,344 | $159.6K | 0.02% | +1,333+12,118.2% | Added |
| Geneos Wealth Management Inc. | 1,324 | $157.2K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,322 | $157.0K | 0.01% | −52−3.8% | Reduced |
| Montag A & Associates Inc | 1,286 | $152.7K | 0.01% | −100−7.2% | Reduced |
| CoreCap Advisors, LLC | 1,188 | $141.1K | 0.01% | +16+1.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,114 | $132.3K | 0.04% | −476−29.9% | Reduced |
| Ofi Invest Asset Management | 1,193 | $132.2K | 0.00% | +83+7.5% | Added |
| Sound Income Strategies, LLC | 1,077 | $127.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,082 | $125.4K | 0.01% | +271+33.4% | Added |
| Spire Wealth Management | 1,052 | $124.9K | 0.00% | −256−19.6% | Reduced |
| Allianz SE | 1,050 | $124.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,029 | $122.2K | 0.01% | −1,200−53.8% | Reduced |
| Cromwell Holdings LLC | 1,021 | $121.2K | 0.07% | +1,021 | New |
| Asset Dedication, LLC | 1,018 | $120.9K | 0.01% | +300+41.8% | Added |
| Cornerstone Advisors, LLC | 1,000 | $118.8K | 0.00% | −8,200−89.1% | Reduced |
| Estabrook Capital Management | 1,000 | $118.8K | 0.02% | 00.0% | Unchanged |