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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 16,300 | $1.09M | 0.04% | −400−2.4% | Reduced |
| AIA Group Ltd | 16,291 | $1.09M | 0.03% | +1,765+12.2% | Added |
| M&T Bank Corp | 16,137 | $1.08M | 0.00% | −4,793−22.9% | Reduced |
| QRG Capital Management, Inc. | 15,790 | $1.06M | 0.01% | −20,037−55.9% | Reduced |
| Ontario Teachers Pension Plan Board | 15,701 | $1.05M | 0.01% | −7,259−31.6% | Reduced |
| Pathstone Holdings, LLC | 15,677 | $1.05M | 0.00% | −6,167−28.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 15,672 | $1.05M | 0.04% | −2,388−13.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,466 | $1.03M | 0.08% | +15,466 | New |
| Swiss Life Asset Management Ltd | 15,462 | $1.03M | 0.01% | −2,870−15.7% | Reduced |
| Ameritas Investment Partners, Inc. | 15,076 | $1.01M | 0.03% | +437+3.0% | Added |
| Broderick Brian C | 15,000 | $1.00M | 0.20% | −6,600−30.6% | Reduced |
| US Bancorp | 14,682 | $1.00M | 0.00% | −7,512−33.8% | Reduced |
| Nisa Investment Advisors, LLC | 14,891 | $995.2K | 0.01% | −63,639−81.0% | Reduced |
| Metis Global Partners, LLC | 14,834 | $991.4K | 0.03% | +1,814+13.9% | Added |
| Motley Fool Asset Management LLC | 15,468 | $988.9K | 0.06% | +578+3.9% | Added |
| Eastern Bank | 14,578 | $974.2K | 0.02% | +334+2.3% | Added |
| AustralianSuper Pty Ltd | 14,507 | $969.5K | 0.00% | +3,084+27.0% | Added |
| Bokf, NA | 15,789 | $964.2K | 0.02% | +72+0.5% | Added |
| Lazard Asset Management LLC | 14,185 | $947.0K | 0.00% | −36,937−72.3% | Reduced |
| E. Ohman J:or Asset Management AB | 14,100 | $942.3K | 0.02% | +14,100 | New |
| Northwest & Ethical Investments L.P. | 14,068 | $940.2K | 0.02% | −1,387−9.0% | Reduced |
| Mercer Global Advisors Inc | 14,636 | $936.6K | 0.00% | −8,442−36.6% | Reduced |
| Sectoral Asset Management Inc | 13,960 | $932.9K | 0.55% | −8,150−36.9% | Reduced |
| Crossmark Global Holdings, Inc. | 13,917 | $930.0K | 0.02% | −115−0.8% | Reduced |
| Ossiam | 13,775 | $920.6K | 0.02% | −6,016−30.4% | Reduced |
| Cerity Partners LLC | 13,769 | $920.2K | 0.00% | +900+7.0% | Added |
| Balyasny Asset Management LLC | 13,574 | $907.1K | 0.00% | −26,802−66.4% | Reduced |
| Old Port Advisors | 13,186 | $881.2K | 0.24% | −247−1.8% | Reduced |
| Assenagon Asset Management S.A. | 13,159 | $879.4K | 0.00% | +5,807+79.0% | Added |
| Wealthfront Advisers LLC | 12,911 | $862.8K | 0.00% | −9,172−41.5% | Reduced |
| Janney Montgomery Scott LLC | 12,767 | $853.0K | 0.00% | +756+6.3% | Added |
| Blackstone Group Inc. | 12,613 | $842.9K | 0.00% | +12,613 | New |
| Polianta Ltd | 12,500 | $835.0K | 0.39% | +12,500 | New |
| Legato Capital Management LLC | 12,385 | $827.7K | 0.10% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7,745 | $825.3K | 0.12% | −1,427−15.6% | Reduced |
| Legacy Private Trust Co. | 11,872 | $793.4K | 0.05% | −5,465−31.5% | Reduced |
| Caas Capital Management LP | 11,812 | $789.4K | 0.54% | +8,504+257.1% | Added |
| Entropy Technologies, LP | 11,637 | $777.7K | 0.08% | +11,637 | New |
| Natixis Advisors, L.P. | 11,574 | $773.0K | 0.00% | −58,936−83.6% | Reduced |
| Truist Financial Corp | 11,485 | $767.5K | 0.00% | −7,172−38.4% | Reduced |
| Arkadios Wealth Advisors | 11,429 | $763.8K | 0.04% | +243+2.2% | Added |
| CMT Capital Markets Trading GmbH | 11,374 | $760.0K | 0.35% | −3,791−25.0% | Reduced |
| Sanctuary Advisors, LLC | 18,331 | $753.6K | 0.00% | −10,747−37.0% | Reduced |
| Omers Administration Corp | 11,218 | $749.7K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 11,206 | $748.9K | 0.04% | +131+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 11,176 | $746.9K | 0.00% | −756−6.3% | Reduced |
| Graham Capital Management, L.P. | 10,991 | $734.5K | 0.02% | +1,874+20.6% | Added |
| Rathbone Brothers plc | 10,974 | $733.4K | 0.00% | −1,754−13.8% | Reduced |
| Green Alpha Advisors, LLC | 10,913 | $729.3K | 0.57% | +637+6.2% | Added |
| Investment Management Corp of Ontario | 10,868 | $726.3K | 0.02% | +3,600+49.5% | Added |
| Tokio Marine Asset Management Co Ltd | 10,784 | $720.7K | 0.03% | +1,387+14.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,721 | $716.5K | 0.02% | +110+1.0% | Added |
| Himension Fund | 10,496 | $701.4K | 0.05% | +10,496 | New |
| Toroso Investments, LLC | 10,304 | $688.6K | 0.01% | −4,456−30.2% | Reduced |
| Moloney Securities Asset Management, LLC | 10,260 | $685.7K | 0.09% | +4,419+75.7% | Added |
| Harbor Capital Advisors, Inc. | 10,123 | $677.0K | 0.03% | −284−2.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,015 | $669.3K | 0.05% | −739−6.9% | Reduced |
| Paragon Capital Management Inc | 10,007 | $668.8K | 0.49% | +4,937+97.4% | Added |
| Howard Capital Management Inc. | 9,697 | $648.1K | 0.01% | +9,697 | New |
| Brandywine Managers, LLC | 9,510 | $635.6K | 0.68% | 00.0% | Unchanged |
| Commerce Bank | 9,471 | $632.9K | 0.00% | +787+9.1% | Added |
| Quantinno Capital Management LP | 9,406 | $628.6K | 0.01% | −56,562−85.7% | Reduced |
| Everence Capital Management Inc | 9,330 | $624.0K | 0.04% | 00.0% | Unchanged |
| Boston Family Office LLC | 9,342 | $624.0K | 0.04% | +4,258+83.8% | Added |
| LM Advisors LLC | 9,249 | $618.0K | 0.13% | +500+5.7% | Added |
| Capital Counsel LLC | 9,070 | $606.1K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 9,013 | $602.3K | 0.04% | −181−2.0% | Reduced |
| Cohen Capital Management, Inc. | 8,954 | $598.4K | 0.10% | −288−3.1% | Reduced |
| Ci Investments Inc. | 8,940 | $597.0K | 0.00% | −642−6.7% | Reduced |
| Marathon Trading Investment Management LLC | 8,919 | $596.1K | 0.28% | −14,081−61.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 8,903 | $595.0K | 0.03% | −4,767−34.9% | Reduced |
| FIL Ltd | 8,889 | $594.1K | 0.00% | +8,759+6,737.7% | Added |
| Resources Investment Advisors, LLC. | 8,869 | $592.7K | 0.01% | −882−9.0% | Reduced |
| Kestra Advisory Services, LLC | 8,837 | $590.6K | 0.00% | −2,469−21.8% | Reduced |
| Aufman Associates Inc | 8,767 | $585.9K | 0.38% | +2,261+34.8% | Added |
| Empirical Finance, LLC | 8,613 | $575.6K | 0.03% | +334+4.0% | Added |
| Hemenway Trust Co LLC | 8,466 | $565.8K | 0.04% | +1,188+16.3% | Added |
| Vident Advisory, LLC | 8,438 | $563.9K | 0.01% | +8,438 | New |
| Wealth Enhancement Advisory Services, LLC | 8,353 | $558.3K | 0.00% | −3,541−29.8% | Reduced |
| Central Trust Co | 8,276 | $553.1K | 0.01% | −159−1.9% | Reduced |
| New Insight Wealth Advisors | 8,187 | $547.1K | 0.29% | −54−0.7% | Reduced |
| Lipe & Dalton | 8,147 | $544.0K | 0.27% | −1,695−17.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,418 | $543.7K | 0.00% | −9,982−51.5% | Reduced |
| Brown Advisory Inc | 8,097 | $541.1K | 0.00% | −477−5.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,673 | $512.8K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,425 | $496.2K | 0.01% | −2,167−22.6% | Reduced |
| Sequoia Financial Advisors, LLC | 7,406 | $495.0K | 0.01% | −1,316−15.1% | Reduced |
| Chelsea Counsel Co | 7,404 | $494.8K | 0.24% | −635−7.9% | Reduced |
| APG Asset Management US Inc. | 7,705 | $492.6K | 0.00% | −20,160−72.3% | Reduced |
| Fifth Third Bancorp | 7,320 | $489.2K | 0.00% | −3,858−34.5% | Reduced |
| Willner & Heller, LLC | 7,295 | $487.5K | 0.43% | +7,295 | New |
| Great Valley Advisor Group, Inc. | 7,248 | $484.7K | 0.01% | −95−1.3% | Reduced |
| Profit Investment Management, LLC | 7,042 | $470.6K | 0.37% | −725−9.3% | Reduced |
| Outfitter Financial LLC | 6,970 | $465.8K | 0.38% | −240−3.3% | Reduced |
| Belpointe Asset Management LLC | 6,927 | $462.9K | 0.03% | +4,865+235.9% | Added |
| Jones Financial Companies LLLP | 6,958 | $457.5K | 0.00% | +2,666+62.1% | Added |
| Claro Advisors LLC | 6,811 | $455.2K | 0.06% | +1,265+22.8% | Added |
| Wellington Shields & Co., LLC | 6,763 | $452.0K | 0.14% | −13−0.2% | Reduced |
| Altshuler Shaham Ltd | 6,600 | $441.1K | 0.03% | +3,300+100.0% | Added |
| Perkins Capital Management Inc | 6,375 | $426.0K | 0.40% | −1,000−13.6% | Reduced |