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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, Q3 2024

Institutional positions in Moderna, Inc. as of Sep 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
795
−153 vs. Q2 2024
Shares held
261.5M
+25.0M (+10.6%) vs. Q2 2024
Total value
$17.5B
−$10.6B (−37.9%) vs. Q2 2024
New holders
64
260 more added
Sold out
217
324 more reduced

10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 795 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ3 2024: $17.5B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q2 2024.

Institutions holding MRNA in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
HBC Financial Services, PLLC5$00.00%−10−66.7%Reduced
E Fund Management (Hong Kong) Co., Ltd.3$00.00%00.0%Unchanged
Hemington Wealth Management7$00.00%+7New
Ritter Daniher Financial Advisory LLC0$20.00%0Unchanged
Dogwood Wealth Management LLC0$30.00%0Unchanged
South State Corp.0$130.00%−22−100.0%Reduced
Mendota Financial Group, LLC1$670.00%−9−90.0%Reduced
DHJJ Financial Advisors, Ltd.1$670.00%00.0%Unchanged
Lam Group, Inc.1$670.00%00.0%Unchanged
Planning Capital Management Corp1$670.00%00.0%Unchanged
Hollencrest Capital Management1$670.00%+1New
VitalStone Financial, LLC2$1340.00%00.0%Unchanged
Thompson Investment Management, Inc.2$1340.00%00.0%Unchanged
CNB Bank2$1340.00%+2New
FinTrust Capital Advisors, LLC3$2010.00%−73−96.1%Reduced
WestEnd Advisors, LLC4$2670.00%00.0%Unchanged
TruNorth Capital Management, LLC4$2670.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc5$3330.00%00.0%Unchanged
Core Alternative Capital5$3340.00%00.0%Unchanged
Clear Point Advisors Inc.5$3340.00%00.0%Unchanged
Voisard Asset Management Group, Inc.5$3350.00%+5New
ClariVest Asset Management LLC3$3640.00%00.0%Unchanged
Strengthening Families & Communities, LLC6$4010.00%00.0%Unchanged
Cornerstone Planning Group LLC8$4420.00%−10−55.6%Reduced
CVA Family Office, LLC7$4680.00%−534−98.7%Reduced
Bruce G. Allen Investments, LLC7$4680.00%−37−84.1%Reduced
WR Wealth Planners, LLC7$4680.00%−9−56.3%Reduced
Winch Advisory Services, LLC7$4680.00%00.0%Unchanged
LRI Investments, LLC12$4770.00%−400−97.1%Reduced
Atticus Wealth Management, LLC8$5350.00%−24−75.0%Reduced
West Paces Advisors Inc.8$5350.00%−1−11.1%Reduced
Jackson, Grant Investment Advisers, Inc.8$5350.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd9$6010.00%00.0%Unchanged
Fairfield Financial Advisors, LTD10$6680.00%−35−77.8%Reduced
Plante Moran Financial Advisors, LLC10$6680.00%00.0%Unchanged
Atlantic Trust, LLC10$6680.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC10$6680.00%00.0%Unchanged
True Wealth Design, LLC10$6690.00%+1+11.1%Added
PFS Partners, LLC11$7280.00%−21−65.6%Reduced
PayPay Securities Corp11$7350.07%−39−78.0%Reduced
Carolinas Wealth Consulting LLC12$8020.00%00.0%Unchanged
Iron Horse Wealth Management, LLC12$8020.00%00.0%Unchanged
Painted Porch Advisors LLC12$8020.00%00.0%Unchanged
Gs Investments, Inc.13$8690.00%00.0%Unchanged
Fairscale Capital, LLC14$9360.00%00.0%Unchanged
Trifecta Capital Advisors, LLC14$9360.00%00.0%Unchanged
Smithfield Trust Co20$1.00K0.00%00.0%Unchanged
FNY Investment Advisers, LLC15$1.00K0.00%+15New
MCF Advisors LLC15$1.00K0.00%00.0%Unchanged
TFC Financial Management16$1.07K0.00%−10−38.5%Reduced
Valued Wealth Advisors LLC16$1.07K0.00%+5+45.5%Added
DiNuzzo Private Wealth, Inc.18$1.20K0.00%−3−14.3%Reduced
AdvisorNet Financial, Inc18$1.21K0.00%−58−76.3%Reduced
Disciplina Capital Management LLC19$1.27K0.00%−146−88.5%Reduced
BOK Financial Private Wealth, Inc.20$1.34K0.00%00.0%Unchanged
BFSG, LLC20$1.34K0.00%00.0%Unchanged
SJS Investment Consulting Inc.20$1.34K0.00%+1+5.3%Added
Northwest Investment Counselors, LLC20$1.34K0.00%+20New
Hobbs Group Advisors, LLC20$1.36K0.00%−2,396−99.2%Reduced
Gen-Wealth Partners Inc25$1.37K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.23$1.54K0.00%−8−25.8%Reduced
Pacific Center for Financial Services24$1.61K0.00%00.0%Unchanged
Peoples Bank25$1.67K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC25$1.67K0.00%+14+127.3%Added
Addison Advisors LLC25$1.67K0.00%−25−50.0%Reduced
Kennebec Savings Bank26$1.74K0.00%+26New
Horizon Financial Services, LLC27$1.80K0.00%00.0%Unchanged
Beacon Capital Management, LLC27$1.80K0.00%00.0%Unchanged
Salomon & Ludwin, LLC28$1.87K0.00%00.0%Unchanged
Avion Wealth31$2.00K0.00%−23−42.6%Reduced
Penserra Capital Management LLC30$2.00K0.00%00.0%Unchanged
JDM Financial Group LLC30$2.00K0.00%00.0%Unchanged
Broadwater Capital Management LLC30$2.00K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC32$2.14K0.00%00.0%Unchanged
Zions Bancorporation, N.A.33$2.21K0.00%−111−77.1%Reduced
Eagle Bay Advisors LLC33$2.21K0.00%00.0%Unchanged
Creative Financial Designs Inc34$2.27K0.00%−33−49.3%Reduced
Washington Trust Advisors, Inc.35$2.34K0.00%00.0%Unchanged
Clear Investment Research, LLC39$2.61K0.00%+39New
Annapolis Financial Services, LLC39$2.61K0.00%00.0%Unchanged
City Holding Co40$2.67K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC40$2.67K0.00%−145−78.4%Reduced
GHP Investment Advisors, Inc.40$2.67K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC41$2.74K0.00%+24+141.2%Added
Cape Investment Advisory, Inc.43$2.87K0.00%−9−17.3%Reduced
DT Investment Partners, LLC44$2.94K0.00%+44New
First PREMIER Bank47$3.00K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC40$3.00K0.00%00.0%Unchanged
Blume Capital Management, Inc.45$3.01K0.00%00.0%Unchanged
ORG Partners LLC48$3.18K0.00%−3−5.9%Reduced
Community Bank, N.A.50$3.34K0.00%00.0%Unchanged
Proffitt & Goodson Inc50$3.34K0.00%00.0%Unchanged
City State Bank50$3.34K0.00%00.0%Unchanged
Uncommon Cents Investing LLC50$3.34K0.00%+50New
Northwest Financial Advisors51$3.41K0.00%+51New
Abound Wealth Management51$3.41K0.00%00.0%Unchanged
Highline Wealth Partners LLC54$3.61K0.00%−2−3.6%Reduced
Insight Financial Services55$3.67K0.00%00.0%Unchanged
Quintet Private Bank (Europe) S.A.55$3.68K0.00%−677−92.5%Reduced
PSI Advisors, LLC55$3.68K0.00%00.0%Unchanged