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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 1,000 | $118.8K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $118.8K | 0.01% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 990 | $118.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 990 | $117.6K | 0.06% | −150−13.2% | Reduced |
| Center for Financial Planning, Inc. | 988 | $117.3K | 0.02% | 00.0% | Unchanged |
| EMC Capital Management | 1,000 | $117.0K | 0.07% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 1,067 | $113.7K | 0.11% | 00.0% | Unchanged |
| BNP Paribas | 917 | $110.1K | 0.01% | −100−9.8% | Reduced |
| Mather Group, LLC. | 1,019 | $108.6K | 0.00% | +443+76.9% | Added |
| IFP Advisors, Inc | 910 | $108.1K | 0.00% | +582+177.4% | Added |
| American National Bank | 901 | $107.0K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 12,478 | $105.0K | 0.00% | +12,478 | New |
| Ostrum Asset Management | 823 | $97.7K | 0.01% | −65−7.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 732 | $97.7K | 0.01% | +17+2.4% | Added |
| Capula Management Ltd | 817 | $97.0K | 0.00% | −5,631−87.3% | Reduced |
| Proequities, Inc. | 801 | $95.1K | 0.01% | +2+0.3% | Added |
| Lynx Investment Advisory | 800 | $95.0K | 0.07% | +800 | New |
| Massmutual Trust Co FSB | 793 | $94.2K | 0.00% | +222+38.9% | Added |
| Vista Private Wealth Partners. LLC | 790 | $93.8K | 0.04% | +790 | New |
| Householder Group Estate & Retirement Specialist, LLC | 774 | $91.0K | 0.03% | −213−21.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 733 | $87.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 714 | $85.1K | 0.01% | +2+0.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $83.1K | 0.12% | 00.0% | Unchanged |
| Close Asset Management Ltd | 675 | $80.0K | 0.00% | +75+12.5% | Added |
| Rothschild Investment LLC | 660 | $78.4K | 0.01% | +222+50.7% | Added |
| Brown Brothers Harriman & Co | 656 | $77.9K | 0.00% | −52−7.3% | Reduced |
| Umb Bank N A | 633 | $75.2K | 0.00% | +267+73.0% | Added |
| Itau Unibanco Holding S.A. | 629 | $74.7K | 0.00% | +629 | New |
| Ogorek Anthony Joseph | 612 | $72.0K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 600 | $71.3K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 601 | $71.0K | 0.01% | −553−47.9% | Reduced |
| Larson Financial Group LLC | 593 | $70.4K | 0.00% | +561+1,753.1% | Added |
| Smartleaf Asset Management LLC | 579 | $70.2K | 0.01% | −34−5.5% | Reduced |
| JFS Wealth Advisors, LLC | 584 | $69.3K | 0.01% | +34+6.2% | Added |
| Capital Advisors, Ltd. LLC | 572 | $68.0K | 0.01% | +16+2.9% | Added |
| TD Private Client Wealth LLC | 559 | $66.4K | 0.00% | +131+30.6% | Added |
| Sachetta, LLC | 553 | $65.7K | 0.03% | −13−2.3% | Reduced |
| Piscataqua Savings Bank | 550 | $65.3K | 0.06% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 546 | $64.8K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 541 | $64.2K | 0.01% | +96+21.6% | Added |
| Archer Investment Corp | 534 | $63.4K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 490 | $61.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 500 | $59.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $59.4K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 484 | $57.0K | 0.01% | +20+4.3% | Added |
| GPS Wealth Strategies Group, LLC | 478 | $56.8K | 0.01% | +43+9.9% | Added |
| Consultiva Wealth Management, Corp. | 475 | $56.4K | 0.51% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 441 | $52.4K | 0.02% | +70+18.9% | Added |
| Tyler-Stone Wealth Management | 430 | $51.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 426 | $50.6K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 413 | $49.0K | 0.00% | +288+230.4% | Added |
| LRI Investments, LLC | 412 | $48.9K | 0.01% | −750−64.5% | Reduced |
| Concord Wealth Partners | 410 | $48.6K | 0.01% | +278+210.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $47.5K | 0.03% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 400 | $47.5K | 0.07% | +400 | New |
| Quent Capital, LLC | 387 | $46.0K | 0.01% | −19−4.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 374 | $44.4K | 0.01% | −5−1.3% | Reduced |
| Catalyst Capital Advisors LLC | 370 | $43.9K | 0.00% | −3−0.8% | Reduced |
| Kelly Financial Services LLC | 344 | $40.9K | 0.01% | −100−22.5% | Reduced |
| Rise Advisors, LLC | 324 | $38.5K | 0.02% | +8+2.5% | Added |
| Country Trust Bank | 318 | $37.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 317 | $37.6K | 0.00% | +22+7.5% | Added |
| Hexagon Capital Partners LLC | 310 | $36.7K | 0.01% | +1+0.3% | Added |
| Private Trust Co NA | 306 | $36.3K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 306 | $36.3K | 0.03% | +306 | New |
| Colonial Trust Co | 300 | $35.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $35.6K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 290 | $34.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 290 | $34.4K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 277 | $32.9K | 0.01% | +277 | New |
| SOA Wealth Advisors, LLC. | 266 | $31.6K | 0.01% | −5−1.8% | Reduced |
| Webster Bank, N. A. | 266 | $31.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 266 | $31.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 263 | $31.2K | 0.00% | +51+24.1% | Added |
| Venturi Wealth Management, LLC | 263 | $31.2K | 0.00% | +111+73.0% | Added |
| Hartford Financial Management Inc. | 250 | $29.7K | 0.01% | +250 | New |
| Private Wealth Management Group, LLC | 245 | $29.1K | 0.01% | +137+126.9% | Added |
| Coppell Advisory Solutions LLC | 242 | $28.7K | 0.00% | +242 | New |
| Ancora Advisors, LLC | 239 | $28.4K | 0.00% | +3+1.3% | Added |
| Financial Perspectives, Inc | 230 | $27.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 230 | $27.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 229 | $27.2K | 0.00% | +59+34.7% | Added |
| Frazier Financial Advisors, LLC | 223 | $26.5K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 223 | $26.5K | 0.01% | −57−20.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 221 | $26.2K | 0.00% | +221 | New |
| Farmers & Merchants Investments Inc | 210 | $24.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 205 | $24.3K | 0.00% | −10−4.7% | Reduced |
| EdgeRock Capital LLC | 202 | $24.0K | 0.02% | +202 | New |
| M&R Capital Management Inc | 200 | $23.8K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $23.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $23.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $23.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $23.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $23.8K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $23.8K | 0.01% | +200 | New |
| Manchester Capital Management LLC | 194 | $23.0K | 0.00% | +82+73.2% | Added |
| Beaird Harris Wealth Management, LLC | 185 | $22.0K | 0.00% | +145+362.5% | Added |
| Versant Capital Management, Inc | 180 | $21.4K | 0.01% | +129+252.9% | Added |
| Capital Analysts, LLC | 178 | $21.0K | 0.00% | +152+584.6% | Added |
| Godsey & Gibb Associates | 176 | $20.9K | 0.00% | 00.0% | Unchanged |