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 |
|---|---|---|---|---|---|
| Cadinha & Co LLC | 3,072 | $205.3K | 0.04% | −79,121−96.3% | Reduced |
| Signaturefd, LLC | 3,083 | $206.0K | 0.00% | −3,605−53.9% | Reduced |
| Prospera Financial Services Inc | 3,083 | $206.0K | 0.01% | −13,673−81.6% | Reduced |
| Heritage Investors Management Corp | 3,100 | $207.0K | 0.01% | −115−3.6% | Reduced |
| Cable Hill Partners, LLC | 3,112 | $208.0K | 0.02% | +131+4.4% | Added |
| Kinneret Advisory, LLC | 3,141 | $209.9K | 0.02% | −41−1.3% | Reduced |
| Carr Financial Group Corp | 3,156 | $210.9K | 0.06% | −1,153−26.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,190 | $213.2K | 0.11% | −302−8.6% | Reduced |
| NorthRock Partners, LLC | 3,195 | $213.5K | 0.01% | −1,148−26.4% | Reduced |
| Proficio Capital Partners LLC | 3,261 | $217.9K | 0.02% | −667−17.0% | Reduced |
| Stephens Inc | 3,334 | $222.8K | 0.00% | +245+7.9% | Added |
| Parallel Advisors, LLC | 3,347 | $223.7K | 0.01% | −902−21.2% | Reduced |
| Cigna Investments Inc | 3,367 | $225.0K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,390 | $226.6K | 0.05% | +3,390 | New |
| Advisory Alpha, LLC | 3,399 | $227.2K | 0.01% | −257−7.0% | Reduced |
| Warberg Asset Management LLC | 3,500 | $233.9K | 0.06% | +3,500 | New |
| Greenleaf Trust | 3,505 | $234.2K | 0.00% | −1,894−35.1% | Reduced |
| Redwood Wealth Management Group, LLC | 3,512 | $234.7K | 0.12% | +170+5.1% | Added |
| Coldstream Capital Management Inc | 3,609 | $236.0K | 0.01% | −745−17.1% | Reduced |
| Keybank National Association | 3,586 | $239.7K | 0.00% | −342−8.7% | Reduced |
| Baader Bank INC | 3,768 | $242.0K | 0.02% | −366−8.9% | Reduced |
| Left Brain Wealth Management, LLC | 3,628 | $242.5K | 0.11% | −260−6.7% | Reduced |
| Brinker Capital Investments, LLC | 3,661 | $244.7K | 0.00% | +1,443+65.1% | Added |
| Orion Portfolio Solutions, LLC | 3,661 | $244.7K | 0.00% | +1,443+65.1% | Added |
| Abn Amro Investment Solutions | 3,693 | $246.8K | 0.00% | −602−14.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,813 | $254.8K | 0.02% | −2,883−43.1% | Reduced |
| Trust Asset Management LLC | 3,828 | $255.8K | 0.02% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 3,892 | $260.1K | 0.00% | +3,892 | New |
| Bleakley Financial Group, LLC | 3,934 | $262.9K | 0.01% | −907−18.7% | Reduced |
| Stratos Wealth Partners, LTD. | 3,940 | $263.3K | 0.00% | +291+8.0% | Added |
| CIBC Private Wealth Group, LLC | 4,067 | $271.8K | 0.00% | −924−18.5% | Reduced |
| LPF Advisors LLC | 4,196 | $280.4K | 0.24% | +313+8.1% | Added |
| Westpac Banking Corp | 4,211 | $281.4K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,216 | $282.0K | 0.01% | −17−0.4% | Reduced |
| Tiaa Trust, National Association | 4,282 | $286.2K | 0.00% | −55−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 4,306 | $287.8K | 0.01% | −36−0.8% | Reduced |
| Benjamin Edwards Inc | 4,374 | $292.2K | 0.00% | +4,343+14,009.7% | Added |
| Captrust Financial Advisors | 4,387 | $293.2K | 0.00% | −4,055−48.0% | Reduced |
| nVerses Capital, LLC | 4,500 | $300.7K | 0.14% | +4,500 | New |
| Focus Financial Network, Inc. | 4,523 | $302.3K | 0.01% | −819−15.3% | Reduced |
| Quest Partners LLC | 4,567 | $305.2K | 0.03% | +3,223+239.8% | Added |
| Centiva Capital, LP | 4,568 | $305.3K | 0.01% | −5−0.1% | Reduced |
| Horizon Investments, LLC | 4,596 | $307.2K | 0.01% | −465−9.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,716 | $315.2K | 0.09% | +293+6.6% | Added |
| Knuff & Co LLC | 4,732 | $316.2K | 0.10% | +244+5.4% | Added |
| Advisors Asset Management, Inc. | 4,740 | $316.8K | 0.01% | +971+25.8% | Added |
| Steward Partners Investment Advisory, LLC | 4,746 | $317.2K | 0.00% | −377−7.4% | Reduced |
| Paloma Partners Management Co | 4,768 | $318.6K | 0.02% | −1,189−20.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,795 | $320.4K | 0.07% | −1,235−20.5% | Reduced |
| Probity Advisors, Inc. | 4,844 | $323.7K | 0.06% | +661+15.8% | Added |
| DMG Group, LLC | 4,859 | $324.7K | 0.26% | −4,554−48.4% | Reduced |
| Reik & Co., LLC | 4,898 | $327.3K | 0.08% | +120+2.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 5,018 | $335.4K | 0.04% | +809+19.2% | Added |
| Washington Trust Co | 5,049 | $337.4K | 0.01% | −2,512−33.2% | Reduced |
| Apollon Wealth Management, LLC | 5,064 | $338.4K | 0.01% | +962+23.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,064 | $338.4K | 0.01% | +177+3.6% | Added |
| GAM Holding AG | 5,129 | $342.8K | 0.03% | −43−0.8% | Reduced |
| National Asset Management, Inc. | 5,229 | $344.5K | 0.01% | −888−14.5% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 5,169 | $345.0K | 0.11% | −130−2.5% | Reduced |
| Empowered Funds, LLC | 5,199 | $347.4K | 0.01% | +322+6.6% | Added |
| TownSquare Capital, LLC | 5,288 | $353.4K | 0.00% | +1,583+42.7% | Added |
| GSB Wealth Management, LLC | 5,292 | $353.6K | 0.09% | +2,000+60.8% | Added |
| CTC LLC | 5,298 | $354.1K | 0.02% | −1,042−16.4% | Reduced |
| Summit Trail Advisors, LLC | 5,354 | $357.8K | 0.01% | +1,796+50.5% | Added |
| Eqis Capital Management, Inc. | 5,370 | $358.9K | 0.03% | −1,232−18.7% | Reduced |
| Advisory Services Network, LLC | 3,048 | $362.0K | 0.01% | 00.0% | Unchanged |
| National Philanthropic Trust | 5,430 | $362.9K | 0.01% | −140−2.5% | Reduced |
| Panagora Asset Management Inc | 5,431 | $363.0K | 0.00% | −20.0% | Reduced |
| Prudential PLC | 5,488 | $366.8K | 0.00% | 00.0% | Unchanged |
| STF Management LP | 5,527 | $369.4K | 0.17% | −490−8.1% | Reduced |
| Bessemer Group Inc | 5,620 | $376.0K | 0.00% | −2,324−29.3% | Reduced |
| Gsa Capital Partners LLP | 5,642 | $377.0K | 0.03% | +5,642 | New |
| V-Square Quantitative Management LLC | 5,649 | $377.5K | 0.06% | +2,838+101.0% | Added |
| Vestcor Inc | 5,714 | $382.0K | 0.01% | 00.0% | Unchanged |
| GFG Capital, LLC | 4,740 | $383.4K | 0.16% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 9,100 | $384.5K | 0.03% | −2,020−18.2% | Reduced |
| Humankind Investments LLC | 5,789 | $386.9K | 0.14% | +2,206+61.6% | Added |
| Kovack Advisors, Inc. | 5,844 | $390.6K | 0.04% | +3,946+207.9% | Added |
| Bayesian Capital Management, LP | 5,900 | $394.3K | 0.05% | +5,900 | New |
| Linden Thomas Advisory Services, LLC | 5,912 | $395.1K | 0.05% | +317+5.7% | Added |
| Atria Investments LLC | 5,981 | $399.7K | 0.00% | −452−7.0% | Reduced |
| SeaCrest Wealth Management, LLC | 5,991 | $400.4K | 0.04% | −633−9.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 6,000 | $401.0K | 0.05% | +4,300+252.9% | Added |
| Dorsey & Whitney Trust CO LLC | 6,019 | $402.3K | 0.02% | −1,176−16.3% | Reduced |
| Newlands Management Operations LLC | 6,053 | $404.5K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,087 | $406.8K | 0.00% | −4,700−43.6% | Reduced |
| Commerzbank Aktiengesellschaft | 6,087 | $407.0K | 0.01% | +537+9.7% | Added |
| Atria Wealth Solutions, Inc. | 6,101 | $407.7K | 0.00% | −21,307−77.7% | Reduced |
| Everstar Asset Management, LLC | 6,136 | $410.1K | 0.28% | +6,136 | New |
| Price Jennifer C. | 5,000 | $412.6K | 0.46% | +3,000+150.0% | Added |
| Bristlecone Advisors, LLC | 6,239 | $417.0K | 0.03% | +47+0.8% | Added |
| Fisher Asset Management, LLC | 6,265 | $418.7K | 0.00% | +6,265 | New |
| RSM US Wealth Management LLC | 6,585 | $421.0K | 0.01% | −319−4.6% | Reduced |
| Centaurus Financial, Inc. | 6,300 | $421.0K | 0.03% | −35−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 6,315 | $422.0K | 0.01% | +914+16.9% | Added |
| Perkins Capital Management Inc | 6,375 | $426.0K | 0.40% | −1,000−13.6% | Reduced |
| Altshuler Shaham Ltd | 6,600 | $441.1K | 0.03% | +3,300+100.0% | Added |
| Wellington Shields & Co., LLC | 6,763 | $452.0K | 0.14% | −13−0.2% | Reduced |
| Claro Advisors LLC | 6,811 | $455.2K | 0.06% | +1,265+22.8% | Added |
| Jones Financial Companies LLLP | 6,958 | $457.5K | 0.00% | +2,666+62.1% | Added |