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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 57 | $3.81K | 0.00% | +5+9.6% | Added |
| Glen Eagle Advisors, LLC | 59 | $3.94K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 62 | $4.14K | 0.00% | +40+181.8% | Added |
| Dunhill Financial, LLC | 63 | $4.24K | 0.00% | +26+70.3% | Added |
| Raleigh Capital Management Inc. | 65 | $4.34K | 0.00% | −91−58.3% | Reduced |
| Bell Investment Advisors, Inc | 72 | $4.81K | 0.00% | −8−10.0% | Reduced |
| Cedar Mountain Advisors, LLC | 73 | $4.88K | 0.00% | −10−12.0% | Reduced |
| TSFG, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $5.08K | 0.00% | −118−60.8% | Reduced |
| Abich Financial Wealth Management LLC | 87 | $5.81K | 0.01% | +64+278.3% | Added |
| FPC Investment Advisory, Inc. | 100 | $5.87K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 90 | $6.01K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 160 | $6.36K | 0.00% | +14+9.6% | Added |
| Private Wealth Management Group, LLC | 100 | $6.68K | 0.00% | −145−59.2% | Reduced |
| Stone House Investment Management, LLC | 100 | $6.68K | 0.00% | −24−19.4% | Reduced |
| Delta Asset Management LLC | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 100 | $6.68K | 0.00% | +8+8.7% | Added |
| Syntax Research, Inc. | 100 | $6.68K | 0.00% | +100 | New |
| West Branch Capital LLC | 101 | $6.75K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 101 | $6.75K | 0.00% | +101 | New |
| SRS Capital Advisors, Inc. | 102 | $6.82K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 103 | $6.88K | 0.00% | −126−55.0% | Reduced |
| Baldwin Brothers Inc | 104 | $6.95K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 119 | $7.00K | 0.00% | −20−14.4% | Reduced |
| Hall Laurie J Trustee | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 107 | $7.15K | 0.00% | −2,438−95.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 111 | $7.42K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 112 | $7.49K | 0.00% | −61−35.3% | Reduced |
| Versant Capital Management, Inc | 117 | $7.82K | 0.00% | −63−35.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 120 | $8.02K | 0.00% | +120 | New |
| Fortitude Family Office, LLC | 124 | $8.29K | 0.00% | +96+342.9% | Added |
| Bogart Wealth, LLC | 127 | $8.49K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 127 | $8.49K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 130 | $8.69K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | – | $9.00K | 0.00% | – | New |
| Toth Financial Advisory Corp | 135 | $9.02K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 136 | $9.09K | 0.01% | +136 | New |
| Caldwell Trust Co | 137 | $9.16K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 175 | $9.24K | 0.00% | −315−64.3% | Reduced |
| GW&K Investment Management, LLC | 150 | $10.0K | 0.00% | −14−8.5% | Reduced |
| Hantz Financial Services, Inc. | 155 | $10.0K | 0.00% | +2+1.3% | Added |
| Cassady Schiller Wealth Management, LLC | 150 | $10.0K | 0.00% | −16−9.6% | Reduced |
| Ransom Advisory, Ltd | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 150 | $10.0K | 0.00% | +50+50.0% | Added |
| Ancora Advisors, LLC | 151 | $10.1K | 0.00% | −88−36.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 155 | $10.4K | 0.00% | −75−32.6% | Reduced |
| HM Payson & Co | 156 | $10.4K | 0.00% | +5+3.3% | Added |
| Covestor Ltd | 158 | $11.0K | 0.01% | +2+1.3% | Added |
| Capital Analysts, LLC | 178 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 199 | $13.3K | 0.00% | +199 | New |
| M&R Capital Management Inc | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 200 | $13.4K | 0.00% | +200 | New |
| AM Squared Ltd | 200 | $13.4K | 0.03% | +200 | New |
| Quent Capital, LLC | 207 | $13.8K | 0.00% | −180−46.5% | Reduced |
| Salem Investment Counselors Inc | 209 | $14.0K | 0.00% | +4+2.0% | Added |
| Farmers & Merchants Investments Inc | 210 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 210 | $14.0K | 0.01% | +200+2,000.0% | Added |
| Global Financial Private Client, LLC | 223 | $14.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 223 | $14.9K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 227 | $15.2K | 0.00% | +217+2,170.0% | Added |
| Financial Perspectives, Inc | 230 | $15.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 231 | $15.4K | 0.00% | −45,938−99.5% | Reduced |
| Venturi Wealth Management, LLC | 232 | $15.5K | 0.00% | −31−11.8% | Reduced |
| Ashton Thomas Securities, LLC | 235 | $15.7K | 0.00% | +235 | New |
| Webster Bank, N. A. | 266 | $17.8K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 266 | $17.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 266 | $17.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 273 | $18.2K | 0.00% | −44−13.9% | Reduced |
| Raffa Wealth Management, LLC | 273 | $18.2K | 0.00% | +130+90.9% | Added |
| Private Trust Co NA | 279 | $18.6K | 0.00% | −27−8.8% | Reduced |
| EverSource Wealth Advisors, LLC | 289 | $19.3K | 0.00% | −425−59.5% | Reduced |
| Cedar Wealth Management, LLC | 290 | $19.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 290 | $19.4K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 300 | $20.0K | 0.00% | +300 | New |
| Catalyst Capital Advisors LLC | 301 | $20.1K | 0.00% | −69−18.6% | Reduced |
| Bank & Trust Co | 306 | $20.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 306 | $20.4K | 0.00% | +6+2.0% | Added |
| Country Trust Bank | 318 | $21.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 324 | $21.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 330 | $22.1K | 0.00% | +20+6.5% | Added |
| Jamison Private Wealth Management, Inc. | 334 | $22.3K | 0.00% | −40−10.7% | Reduced |
| TD Private Client Wealth LLC | 339 | $22.7K | 0.00% | −220−39.4% | Reduced |
| Piscataqua Savings Bank | 340 | $22.7K | 0.02% | −210−38.2% | Reduced |
| Armstrong Advisory Group, Inc | 363 | $24.3K | 0.00% | +100+38.0% | Added |
| Rothschild Investment LLC | 382 | $25.5K | 0.00% | −278−42.1% | Reduced |
| BNP Paribas | 385 | $25.7K | 0.00% | −532−58.0% | Reduced |
| Valley National Advisers Inc | 394 | $26.0K | 0.00% | −90−18.6% | Reduced |
| Birchbrook, Inc. | 400 | $26.7K | 0.01% | −200−33.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $26.7K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 400 | $26.7K | 0.01% | +400 | New |