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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 300 | $28.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 426 | $28.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 450 | $30.1K | 0.00% | −50−10.0% | Reduced |
| Consultiva Wealth Management, Corp. | 475 | $31.7K | 0.25% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 478 | $31.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 500 | $33.0K | 0.00% | −72−12.6% | Reduced |
| Archer Investment Corp | 500 | $33.4K | 0.01% | −34−6.4% | Reduced |
| Atwood & Palmer Inc | 500 | $33.4K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 510 | $34.1K | 0.01% | +100+24.4% | Added |
| Deseret Mutual Benefit Administrators | 528 | $35.3K | 0.02% | +87+19.7% | Added |
| Brown Brothers Harriman & Co | 532 | $35.6K | 0.00% | −124−18.9% | Reduced |
| Stephens Consulting, LLC | 546 | $36.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 552 | $36.9K | 0.00% | −81−12.8% | Reduced |
| JFS Wealth Advisors, LLC | 560 | $37.4K | 0.00% | −24−4.1% | Reduced |
| NBC Securities, Inc. | 577 | $38.0K | 0.00% | −24−4.0% | Reduced |
| Canton Hathaway, LLC | 601 | $40.0K | 0.01% | −820−57.7% | Reduced |
| Andra AP-fonden | 600 | $40.1K | 0.00% | −1,700−73.9% | Reduced |
| GeoWealth Management, LLC | 614 | $41.0K | 0.00% | −708−53.6% | Reduced |
| IFP Advisors, Inc | 615 | $41.1K | 0.00% | −295−32.4% | Reduced |
| Proequities, Inc. | 650 | $43.4K | 0.00% | −151−18.9% | Reduced |
| Massmutual Trust Co FSB | 668 | $44.6K | 0.00% | −125−15.8% | Reduced |
| Sunbelt Securities, Inc. | 669 | $44.7K | 0.00% | −360−35.0% | Reduced |
| Itau Unibanco Holding S.A. | 670 | $44.8K | 0.00% | +41+6.5% | Added |
| Tortoise Investment Management, LLC | 672 | $44.9K | 0.00% | −1,000−59.8% | Reduced |
| Close Asset Management Ltd | 675 | $45.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $46.8K | 0.07% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 711 | $47.0K | 0.02% | +99+16.2% | Added |
| Golden State Equity Partners | 761 | $50.8K | 0.01% | +761 | New |
| Oliver Lagore Vanvalin Investment Group | 764 | $51.1K | 0.01% | −350−31.4% | Reduced |
| Vista Private Wealth Partners. LLC | 776 | $51.9K | 0.02% | −14−1.8% | Reduced |
| One River Asset Management, LLC | 801 | $52.7K | 0.06% | +801 | New |
| Ostrum Asset Management | 834 | $55.7K | 0.00% | +11+1.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 874 | $58.0K | 0.02% | +100+12.9% | Added |
| Harbour Investments, Inc. | 874 | $58.4K | 0.00% | −490−35.9% | Reduced |
| Farther Finance Advisors, LLC | 904 | $60.4K | 0.00% | −178−16.5% | Reduced |
| Optimum Investment Advisors | 904 | $60.4K | 0.03% | −480−34.7% | Reduced |
| Larson Financial Group LLC | 910 | $60.8K | 0.00% | +317+53.5% | Added |
| Rakuten Securities, Inc. | 941 | $62.9K | 0.03% | +778+477.3% | Added |
| Montag A & Associates Inc | 986 | $65.9K | 0.00% | −300−23.3% | Reduced |
| Maj Invest Holding A/S | 990 | $66.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 995 | $66.0K | 0.00% | +995 | New |
| Center for Financial Planning, Inc. | 988 | $66.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 990 | $66.2K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $66.8K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $66.8K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $66.8K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,008 | $67.4K | 0.03% | +455+82.3% | Added |
| Asset Dedication, LLC | 1,018 | $68.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,039 | $68.3K | 0.01% | +460+79.4% | Added |
| Spire Wealth Management | 1,032 | $69.0K | 0.00% | −20−1.9% | Reduced |
| Allianz SE | 1,050 | $70.2K | 0.00% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 1,067 | $71.3K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,077 | $72.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,194 | $79.8K | 0.03% | +1,194 | New |
| Huntington National Bank | 1,204 | $80.5K | 0.00% | −588−32.8% | Reduced |
| CoreCap Advisors, LLC | 1,216 | $81.3K | 0.00% | +28+2.4% | Added |
| Parkside Financial Bank & Trust | 1,248 | $83.4K | 0.01% | −165−11.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,265 | $84.5K | 0.03% | −1,850−59.4% | Reduced |
| Lindbrook Capital, LLC | 1,272 | $85.0K | 0.01% | −651−33.9% | Reduced |
| Mather Group, LLC. | 1,281 | $85.6K | 0.00% | +262+25.7% | Added |
| Ronald Blue Trust, Inc. | 731 | $86.8K | 0.00% | +574+365.6% | Added |
| Activest Wealth Management | 1,324 | $88.5K | 0.03% | −2,100−61.3% | Reduced |
| American National Bank | 1,401 | $93.6K | 0.01% | +500+55.5% | Added |
| Sterling Capital Management LLC | 1,425 | $95.2K | 0.00% | +1,425 | New |
| Sandy Spring Bank | 1,453 | $97.1K | 0.00% | −158−9.8% | Reduced |
| Crewe Advisors LLC | 1,460 | $97.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,517 | $101.4K | 0.04% | −261−14.7% | Reduced |
| Sentry Investment Management LLC | 1,581 | $106.0K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,602 | $107.1K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,602 | $107.1K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 1,623 | $108.0K | 0.01% | +160+10.9% | Added |
| Allworth Financial LP | 1,620 | $108.2K | 0.00% | −213−11.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,635 | $109.3K | 0.03% | +100+6.5% | Added |
| GWM Advisors LLC | 1,636 | $109.3K | 0.00% | −6,137−79.0% | Reduced |
| Principal Securities, Inc. | 1,764 | $117.9K | 0.00% | −231−11.6% | Reduced |
| Twin Lakes Capital Management, LLC | 1,772 | $118.4K | 0.08% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,800 | $120.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 1,800 | $120.3K | 0.00% | +800+80.0% | Added |
| Quadrant Capital Group LLC | 1,823 | $121.8K | 0.01% | −1,508−45.3% | Reduced |
| Bullock Wealth Management Group | 2,045 | $130.7K | 0.08% | +211+11.5% | Added |
| Geneos Wealth Management Inc. | 2,094 | $139.9K | 0.01% | +770+58.2% | Added |
| Elkhorn Partners Limited Partnership | 2,200 | $147.0K | 0.09% | +2,200 | New |
| Quantbot Technologies LP | 2,241 | $149.8K | 0.01% | +2,241 | New |
| Federated Hermes, Inc. | 2,250 | $150.4K | 0.00% | +297+15.2% | Added |
| Virtus ETF Advisers LLC | 2,268 | $151.6K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,405 | $160.7K | 0.02% | −1,935−44.6% | Reduced |
| Investors Research Corp | 2,527 | $168.9K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,626 | $175.5K | 0.01% | −1,684−39.1% | Reduced |
| EMC Capital Management | 304 | $176.0K | 0.15% | −696−69.6% | Reduced |
| Harbor Investment Advisory, LLC | 2,643 | $176.6K | 0.02% | −3,505−57.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,651 | $177.2K | 0.01% | −196−6.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,772 | $185.2K | 0.01% | +2,039+278.2% | Added |
| TD Waterhouse Canada Inc. | 3,080 | $196.9K | 0.00% | −3,022−49.5% | Reduced |
| Steel Peak Wealth Management LLC | 2,961 | $197.9K | 0.01% | +204+7.4% | Added |
| Founders Capital Management, LLC | 3,000 | $200.5K | 0.03% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,010 | $201.1K | 0.00% | −2,073−40.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,014 | $201.4K | 0.01% | −53−1.7% | Reduced |
| Dark Forest Capital Management LP | 3,047 | $203.6K | 0.03% | +3,047 | New |
| We Are One Seven, LLC | 3,051 | $203.9K | 0.01% | −328−9.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,054 | $204.1K | 0.01% | −56−1.8% | Reduced |