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 |
|---|---|---|---|---|---|
| Pacifica Partners Inc. | 180 | $20.9K | 0.01% | +30+20.0% | Added |
| Riverview Trust Co | 173 | $20.5K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 173 | $20.5K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 166 | $19.7K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 165 | $19.6K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 163 | $19.4K | 0.01% | −290−64.0% | Reduced |
| Covestor Ltd | 156 | $19.0K | 0.01% | −257−62.2% | Reduced |
| GW&K Investment Management, LLC | 164 | $19.0K | 0.00% | +39+31.2% | Added |
| Raleigh Capital Management Inc. | 156 | $18.5K | 0.01% | +40+34.5% | Added |
| Hantz Financial Services, Inc. | 153 | $18.0K | 0.00% | −118−43.5% | Reduced |
| HM Payson & Co | 151 | $17.9K | 0.00% | +10+7.1% | Added |
| Ransom Advisory, Ltd | 150 | $17.8K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 146 | $17.3K | 0.00% | +8+5.8% | Added |
| Zions Bancorporation, N.A. | 144 | $17.1K | 0.00% | −9−5.9% | Reduced |
| Raffa Wealth Management, LLC | 143 | $17.0K | 0.00% | +100+232.6% | Added |
| Ronald Blue Trust, Inc. | 157 | $16.7K | 0.00% | +77+96.3% | Added |
| Caldwell Trust Co | 137 | $16.3K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 135 | $16.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 139 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 130 | $15.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 130 | $15.4K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 130 | $15.4K | 0.00% | +130 | New |
| Tidemark, LLC | 127 | $15.1K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 127 | $15.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 127 | $15.1K | 0.00% | +7+5.8% | Added |
| Stone House Investment Management, LLC | 124 | $14.7K | 0.00% | −76−38.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 111 | $13.2K | 0.00% | +111 | New |
| Hall Laurie J Trustee | 110 | $13.0K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 104 | $12.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 102 | $12.1K | 0.00% | −198−66.0% | Reduced |
| West Branch Capital LLC | 101 | $12.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $11.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 95 | $11.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 92 | $10.9K | 0.00% | −6−6.1% | Reduced |
| Naples Money Management LLC | 90 | $10.4K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 83 | $9.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $9.50K | 0.00% | +5+6.7% | Added |
| Unique Wealth Strategies, LLC | 87 | $9.27K | 0.00% | +87 | New |
| AdvisorNet Financial, Inc | 76 | $9.04K | 0.00% | −5−6.2% | Reduced |
| FinTrust Capital Advisors, LLC | 76 | $9.03K | 0.00% | +27+55.1% | Added |
| TSFG, LLC | 70 | $8.00K | 0.00% | −15−17.6% | Reduced |
| Creative Financial Designs Inc | 67 | $7.96K | 0.00% | −57−46.0% | Reduced |
| RFP Financial Group LLC | 65 | $7.72K | 0.00% | +3+4.8% | Added |
| Glen Eagle Advisors, LLC | 59 | $7.01K | 0.00% | +12+25.5% | Added |
| Silicon Valley Capital Partners | 58 | $6.89K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 56 | $6.65K | 0.00% | +2+3.7% | Added |
| PSI Advisors, LLC | 55 | $6.53K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 55 | $6.53K | 0.01% | +55 | New |
| Insight Financial Services | 55 | $6.53K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 55 | $6.53K | 0.00% | +23+71.9% | Added |
| Cape Investment Advisory, Inc. | 52 | $6.17K | 0.00% | +2+4.0% | Added |
| Carmichael Hill & Associates, Inc. | 52 | $6.17K | 0.00% | +8+18.2% | Added |
| Abound Wealth Management | 51 | $6.06K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 54 | $6.00K | 0.00% | −20−27.0% | Reduced |
| First PREMIER Bank | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 51 | $6.00K | 0.00% | +51 | New |
| PayPay Securities Corp | 50 | $5.94K | 0.50% | −9−15.3% | Reduced |
| Proffitt & Goodson Inc | 50 | $5.94K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $5.94K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $5.94K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $5.94K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 50 | $5.94K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 50 | $5.94K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 51 | $5.88K | 0.00% | +42+466.7% | Added |
| Blume Capital Management, Inc. | 45 | $5.34K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 45 | $5.34K | 0.00% | +45 | New |
| Bruce G. Allen Investments, LLC | 44 | $5.22K | 0.00% | +1+2.3% | Added |
| Dynamic Wealth Strategies, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 40 | $4.75K | 0.00% | −200−83.3% | Reduced |
| City Holding Co | 40 | $4.75K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 39 | $4.63K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 39 | $4.63K | 0.00% | +2+5.4% | Added |
| Dunhill Financial, LLC | 37 | $4.35K | 0.00% | +5+15.6% | Added |
| Washington Trust Advisors, Inc. | 35 | $4.16K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 31 | $4.00K | 0.00% | −21−40.4% | Reduced |
| Penserra Capital Management LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 33 | $3.92K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 32 | $3.80K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 32 | $3.80K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 32 | $3.80K | 0.00% | +32 | New |
| Cullen/Frost Bankers, Inc. | 31 | $3.68K | 0.00% | +17+121.4% | Added |
| JDM Financial Group LLC | 30 | $3.56K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 30 | $3.56K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 30 | $3.56K | 0.00% | +30 | New |
| Salomon & Ludwin, LLC | 28 | $3.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $3.33K | 0.00% | +22+366.7% | Added |
| Horizon Financial Services, LLC | 27 | $3.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 27 | $3.21K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $3.09K | 0.00% | +5+23.8% | Added |
| Gen-Wealth Partners Inc | 25 | $2.97K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 25 | $2.97K | 0.00% | +25 | New |
| Your Advocates Ltd., LLP | 25 | $2.97K | 0.00% | +25 | New |
| Peoples Bank | 25 | $2.97K | 0.00% | +10+66.7% | Added |