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, 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 | 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, 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 |
|---|---|---|---|---|---|
| One Capital Management, LLC | 0 | $0 | 0.00% | −2,602−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −2,590−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −2,570−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −2,537−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −2,501−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Private Capital Management LLC | 0 | $0 | 0.00% | −2,488−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −2,468−100.0% | Sold out |
| James J. Burns & Company, LLC | 0 | $0 | 0.00% | −2,425−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −2,413−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −2,407−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,405−100.0% | Sold out |
| Premier Path Wealth Partners, LLC | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −2,347−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −2,338−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −19,971−100.0% | Sold out |
| Aberdeen Wealth Management LLC | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,293−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| Jeppson Wealth Management, LLC | 0 | $0 | 0.00% | −2,248−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −2,175−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −2,154−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −2,121−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −2,114−100.0% | Sold out |
| Cohen Klingenstein LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −2,068−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Murphy Pohlad Asset Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Harbor Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −1,967−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −1,948−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −1,939−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −1,897−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −1,880−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −2,095−100.0% | Sold out |
| Intrepid Financial Planning Group LLC | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Breakwater Capital Group | 0 | $0 | 0.00% | −1,855−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −1,853−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −1,846−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,829−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −1,787−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −1,748−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −1,826−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −1,718−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −1,707−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Cromwell Holdings LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −12,478−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −817−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Robinswood Financial LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |