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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 6,315 | $422.0K | 0.01% | +914+16.9% | Added |
| Centaurus Financial, Inc. | 6,300 | $421.0K | 0.03% | −35−0.6% | Reduced |
| RSM US Wealth Management LLC | 6,585 | $421.0K | 0.01% | −319−4.6% | Reduced |
| Fisher Asset Management, LLC | 6,265 | $418.7K | 0.00% | +6,265 | New |
| Bristlecone Advisors, LLC | 6,239 | $417.0K | 0.03% | +47+0.8% | Added |
| Price Jennifer C. | 5,000 | $412.6K | 0.46% | +3,000+150.0% | Added |
| Everstar Asset Management, LLC | 6,136 | $410.1K | 0.28% | +6,136 | New |
| Atria Wealth Solutions, Inc. | 6,101 | $407.7K | 0.00% | −21,307−77.7% | Reduced |
| Commerzbank Aktiengesellschaft | 6,087 | $407.0K | 0.01% | +537+9.7% | Added |
| United Capital Financial Advisers, LLC | 6,087 | $406.8K | 0.00% | −4,700−43.6% | Reduced |
| Newlands Management Operations LLC | 6,053 | $404.5K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,019 | $402.3K | 0.02% | −1,176−16.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 6,000 | $401.0K | 0.05% | +4,300+252.9% | Added |
| SeaCrest Wealth Management, LLC | 5,991 | $400.4K | 0.04% | −633−9.6% | Reduced |
| Atria Investments LLC | 5,981 | $399.7K | 0.00% | −452−7.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,912 | $395.1K | 0.05% | +317+5.7% | Added |
| Bayesian Capital Management, LP | 5,900 | $394.3K | 0.05% | +5,900 | New |
| Kovack Advisors, Inc. | 5,844 | $390.6K | 0.04% | +3,946+207.9% | Added |
| Humankind Investments LLC | 5,789 | $386.9K | 0.14% | +2,206+61.6% | Added |
| Siemens Fonds Invest GmbH | 9,100 | $384.5K | 0.03% | −2,020−18.2% | Reduced |
| GFG Capital, LLC | 4,740 | $383.4K | 0.16% | 00.0% | Unchanged |
| Vestcor Inc | 5,714 | $382.0K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,649 | $377.5K | 0.06% | +2,838+101.0% | Added |
| Gsa Capital Partners LLP | 5,642 | $377.0K | 0.03% | +5,642 | New |
| Bessemer Group Inc | 5,620 | $376.0K | 0.00% | −2,324−29.3% | Reduced |
| STF Management LP | 5,527 | $369.4K | 0.17% | −490−8.1% | Reduced |
| Prudential PLC | 5,488 | $366.8K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,431 | $363.0K | 0.00% | −20.0% | Reduced |
| National Philanthropic Trust | 5,430 | $362.9K | 0.01% | −140−2.5% | Reduced |
| Advisory Services Network, LLC | 3,048 | $362.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,370 | $358.9K | 0.03% | −1,232−18.7% | Reduced |
| Summit Trail Advisors, LLC | 5,354 | $357.8K | 0.01% | +1,796+50.5% | Added |
| CTC LLC | 5,298 | $354.1K | 0.02% | −1,042−16.4% | Reduced |
| GSB Wealth Management, LLC | 5,292 | $353.6K | 0.09% | +2,000+60.8% | Added |
| TownSquare Capital, LLC | 5,288 | $353.4K | 0.00% | +1,583+42.7% | Added |
| Empowered Funds, LLC | 5,199 | $347.4K | 0.01% | +322+6.6% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 5,169 | $345.0K | 0.11% | −130−2.5% | Reduced |
| National Asset Management, Inc. | 5,229 | $344.5K | 0.01% | −888−14.5% | Reduced |
| GAM Holding AG | 5,129 | $342.8K | 0.03% | −43−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,064 | $338.4K | 0.01% | +177+3.6% | Added |
| Apollon Wealth Management, LLC | 5,064 | $338.4K | 0.01% | +962+23.5% | Added |
| Washington Trust Co | 5,049 | $337.4K | 0.01% | −2,512−33.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,018 | $335.4K | 0.04% | +809+19.2% | Added |
| Reik & Co., LLC | 4,898 | $327.3K | 0.08% | +120+2.5% | Added |
| DMG Group, LLC | 4,859 | $324.7K | 0.26% | −4,554−48.4% | Reduced |
| Probity Advisors, Inc. | 4,844 | $323.7K | 0.06% | +661+15.8% | Added |
| Ipswich Investment Management Co., Inc. | 4,795 | $320.4K | 0.07% | −1,235−20.5% | Reduced |
| Paloma Partners Management Co | 4,768 | $318.6K | 0.02% | −1,189−20.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,746 | $317.2K | 0.00% | −377−7.4% | Reduced |
| Advisors Asset Management, Inc. | 4,740 | $316.8K | 0.01% | +971+25.8% | Added |
| Knuff & Co LLC | 4,732 | $316.2K | 0.10% | +244+5.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,716 | $315.2K | 0.09% | +293+6.6% | Added |
| Horizon Investments, LLC | 4,596 | $307.2K | 0.01% | −465−9.2% | Reduced |
| Centiva Capital, LP | 4,568 | $305.3K | 0.01% | −5−0.1% | Reduced |
| Quest Partners LLC | 4,567 | $305.2K | 0.03% | +3,223+239.8% | Added |
| Focus Financial Network, Inc. | 4,523 | $302.3K | 0.01% | −819−15.3% | Reduced |
| nVerses Capital, LLC | 4,500 | $300.7K | 0.14% | +4,500 | New |
| Captrust Financial Advisors | 4,387 | $293.2K | 0.00% | −4,055−48.0% | Reduced |
| Benjamin Edwards Inc | 4,374 | $292.2K | 0.00% | +4,343+14,009.7% | Added |
| Kestra Private Wealth Services, LLC | 4,306 | $287.8K | 0.01% | −36−0.8% | Reduced |
| Tiaa Trust, National Association | 4,282 | $286.2K | 0.00% | −55−1.3% | Reduced |
| Wedbush Securities Inc | 4,216 | $282.0K | 0.01% | −17−0.4% | Reduced |
| Westpac Banking Corp | 4,211 | $281.4K | 0.02% | 00.0% | Unchanged |
| LPF Advisors LLC | 4,196 | $280.4K | 0.24% | +313+8.1% | Added |
| CIBC Private Wealth Group, LLC | 4,067 | $271.8K | 0.00% | −924−18.5% | Reduced |
| Stratos Wealth Partners, LTD. | 3,940 | $263.3K | 0.00% | +291+8.0% | Added |
| Bleakley Financial Group, LLC | 3,934 | $262.9K | 0.01% | −907−18.7% | Reduced |
| La Banque Postale Asset Management SA | 3,892 | $260.1K | 0.00% | +3,892 | New |
| Trust Asset Management LLC | 3,828 | $255.8K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,813 | $254.8K | 0.02% | −2,883−43.1% | Reduced |
| Abn Amro Investment Solutions | 3,693 | $246.8K | 0.00% | −602−14.0% | 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 |
| Left Brain Wealth Management, LLC | 3,628 | $242.5K | 0.11% | −260−6.7% | Reduced |
| Baader Bank INC | 3,768 | $242.0K | 0.02% | −366−8.9% | Reduced |
| Keybank National Association | 3,586 | $239.7K | 0.00% | −342−8.7% | Reduced |
| Coldstream Capital Management Inc | 3,609 | $236.0K | 0.01% | −745−17.1% | Reduced |
| Redwood Wealth Management Group, LLC | 3,512 | $234.7K | 0.12% | +170+5.1% | Added |
| Greenleaf Trust | 3,505 | $234.2K | 0.00% | −1,894−35.1% | Reduced |
| Warberg Asset Management LLC | 3,500 | $233.9K | 0.06% | +3,500 | New |
| Advisory Alpha, LLC | 3,399 | $227.2K | 0.01% | −257−7.0% | Reduced |
| Fox Run Management, L.L.C. | 3,390 | $226.6K | 0.05% | +3,390 | New |
| Cigna Investments Inc | 3,367 | $225.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,347 | $223.7K | 0.01% | −902−21.2% | Reduced |
| Stephens Inc | 3,334 | $222.8K | 0.00% | +245+7.9% | Added |
| Proficio Capital Partners LLC | 3,261 | $217.9K | 0.02% | −667−17.0% | Reduced |
| NorthRock Partners, LLC | 3,195 | $213.5K | 0.01% | −1,148−26.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,190 | $213.2K | 0.11% | −302−8.6% | Reduced |
| Carr Financial Group Corp | 3,156 | $210.9K | 0.06% | −1,153−26.8% | Reduced |
| Kinneret Advisory, LLC | 3,141 | $209.9K | 0.02% | −41−1.3% | Reduced |
| Cable Hill Partners, LLC | 3,112 | $208.0K | 0.02% | +131+4.4% | Added |
| Heritage Investors Management Corp | 3,100 | $207.0K | 0.01% | −115−3.6% | Reduced |
| Prospera Financial Services Inc | 3,083 | $206.0K | 0.01% | −13,673−81.6% | Reduced |
| Signaturefd, LLC | 3,083 | $206.0K | 0.00% | −3,605−53.9% | Reduced |
| Cadinha & Co LLC | 3,072 | $205.3K | 0.04% | −79,121−96.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,054 | $204.1K | 0.01% | −56−1.8% | Reduced |
| We Are One Seven, LLC | 3,051 | $203.9K | 0.01% | −328−9.7% | Reduced |
| Dark Forest Capital Management LP | 3,047 | $203.6K | 0.03% | +3,047 | New |
| Valeo Financial Advisors, LLC | 3,014 | $201.4K | 0.01% | −53−1.7% | Reduced |
| AQR Capital Management LLC | 3,010 | $201.1K | 0.00% | −2,073−40.8% | Reduced |