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 |
|---|---|---|---|---|---|
| Founders Capital Management, LLC | 3,000 | $200.5K | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,961 | $197.9K | 0.01% | +204+7.4% | Added |
| TD Waterhouse Canada Inc. | 3,080 | $196.9K | 0.00% | −3,022−49.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,772 | $185.2K | 0.01% | +2,039+278.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,651 | $177.2K | 0.01% | −196−6.9% | Reduced |
| Harbor Investment Advisory, LLC | 2,643 | $176.6K | 0.02% | −3,505−57.0% | Reduced |
| EMC Capital Management | 304 | $176.0K | 0.15% | −696−69.6% | Reduced |
| Global Retirement Partners, LLC | 2,626 | $175.5K | 0.01% | −1,684−39.1% | Reduced |
| Investors Research Corp | 2,527 | $168.9K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,405 | $160.7K | 0.02% | −1,935−44.6% | Reduced |
| Virtus ETF Advisers LLC | 2,268 | $151.6K | 0.07% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,250 | $150.4K | 0.00% | +297+15.2% | Added |
| Quantbot Technologies LP | 2,241 | $149.8K | 0.01% | +2,241 | New |
| Elkhorn Partners Limited Partnership | 2,200 | $147.0K | 0.09% | +2,200 | New |
| Geneos Wealth Management Inc. | 2,094 | $139.9K | 0.01% | +770+58.2% | Added |
| Bullock Wealth Management Group | 2,045 | $130.7K | 0.08% | +211+11.5% | Added |
| Quadrant Capital Group LLC | 1,823 | $121.8K | 0.01% | −1,508−45.3% | Reduced |
| Cornerstone Advisors, LLC | 1,800 | $120.3K | 0.00% | +800+80.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,800 | $120.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,772 | $118.4K | 0.08% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,764 | $117.9K | 0.00% | −231−11.6% | Reduced |
| GWM Advisors LLC | 1,636 | $109.3K | 0.00% | −6,137−79.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,635 | $109.3K | 0.03% | +100+6.5% | Added |
| Allworth Financial LP | 1,620 | $108.2K | 0.00% | −213−11.6% | Reduced |
| Resources Management Corp | 1,623 | $108.0K | 0.01% | +160+10.9% | Added |
| 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 |
| Sentry Investment Management LLC | 1,581 | $106.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,517 | $101.4K | 0.04% | −261−14.7% | Reduced |
| Crewe Advisors LLC | 1,460 | $97.6K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,453 | $97.1K | 0.00% | −158−9.8% | Reduced |
| Sterling Capital Management LLC | 1,425 | $95.2K | 0.00% | +1,425 | New |
| American National Bank | 1,401 | $93.6K | 0.01% | +500+55.5% | Added |
| Activest Wealth Management | 1,324 | $88.5K | 0.03% | −2,100−61.3% | Reduced |
| Ronald Blue Trust, Inc. | 731 | $86.8K | 0.00% | +574+365.6% | Added |
| Mather Group, LLC. | 1,281 | $85.6K | 0.00% | +262+25.7% | Added |
| Lindbrook Capital, LLC | 1,272 | $85.0K | 0.01% | −651−33.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,265 | $84.5K | 0.03% | −1,850−59.4% | Reduced |
| Parkside Financial Bank & Trust | 1,248 | $83.4K | 0.01% | −165−11.7% | Reduced |
| CoreCap Advisors, LLC | 1,216 | $81.3K | 0.00% | +28+2.4% | Added |
| Huntington National Bank | 1,204 | $80.5K | 0.00% | −588−32.8% | Reduced |
| Skopos Labs, Inc. | 1,194 | $79.8K | 0.03% | +1,194 | New |
| Sound Income Strategies, LLC | 1,077 | $72.0K | 0.00% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 1,067 | $71.3K | 0.06% | 00.0% | Unchanged |
| Allianz SE | 1,050 | $70.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,032 | $69.0K | 0.00% | −20−1.9% | Reduced |
| Smartleaf Asset Management LLC | 1,039 | $68.3K | 0.01% | +460+79.4% | Added |
| Asset Dedication, LLC | 1,018 | $68.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,008 | $67.4K | 0.03% | +455+82.3% | Added |
| 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 |
| Sittner & Nelson, LLC | 990 | $66.2K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 988 | $66.0K | 0.01% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 990 | $66.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 995 | $66.0K | 0.00% | +995 | New |
| Montag A & Associates Inc | 986 | $65.9K | 0.00% | −300−23.3% | Reduced |
| Rakuten Securities, Inc. | 941 | $62.9K | 0.03% | +778+477.3% | Added |
| Larson Financial Group LLC | 910 | $60.8K | 0.00% | +317+53.5% | Added |
| Optimum Investment Advisors | 904 | $60.4K | 0.03% | −480−34.7% | Reduced |
| Farther Finance Advisors, LLC | 904 | $60.4K | 0.00% | −178−16.5% | Reduced |
| Harbour Investments, Inc. | 874 | $58.4K | 0.00% | −490−35.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 874 | $58.0K | 0.02% | +100+12.9% | Added |
| Ostrum Asset Management | 834 | $55.7K | 0.00% | +11+1.3% | Added |
| One River Asset Management, LLC | 801 | $52.7K | 0.06% | +801 | New |
| Vista Private Wealth Partners. LLC | 776 | $51.9K | 0.02% | −14−1.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 764 | $51.1K | 0.01% | −350−31.4% | Reduced |
| Golden State Equity Partners | 761 | $50.8K | 0.01% | +761 | New |
| Ogorek Anthony Joseph | 711 | $47.0K | 0.02% | +99+16.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $46.8K | 0.07% | 00.0% | Unchanged |
| Close Asset Management Ltd | 675 | $45.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 672 | $44.9K | 0.00% | −1,000−59.8% | Reduced |
| Itau Unibanco Holding S.A. | 670 | $44.8K | 0.00% | +41+6.5% | Added |
| Sunbelt Securities, Inc. | 669 | $44.7K | 0.00% | −360−35.0% | Reduced |
| Massmutual Trust Co FSB | 668 | $44.6K | 0.00% | −125−15.8% | Reduced |
| Proequities, Inc. | 650 | $43.4K | 0.00% | −151−18.9% | Reduced |
| IFP Advisors, Inc | 615 | $41.1K | 0.00% | −295−32.4% | Reduced |
| GeoWealth Management, LLC | 614 | $41.0K | 0.00% | −708−53.6% | Reduced |
| Andra AP-fonden | 600 | $40.1K | 0.00% | −1,700−73.9% | Reduced |
| Canton Hathaway, LLC | 601 | $40.0K | 0.01% | −820−57.7% | Reduced |
| NBC Securities, Inc. | 577 | $38.0K | 0.00% | −24−4.0% | Reduced |
| JFS Wealth Advisors, LLC | 560 | $37.4K | 0.00% | −24−4.1% | Reduced |
| Umb Bank N A | 552 | $36.9K | 0.00% | −81−12.8% | Reduced |
| Stephens Consulting, LLC | 546 | $36.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 532 | $35.6K | 0.00% | −124−18.9% | Reduced |
| Deseret Mutual Benefit Administrators | 528 | $35.3K | 0.02% | +87+19.7% | Added |
| Concord Wealth Partners | 510 | $34.1K | 0.01% | +100+24.4% | Added |
| Archer Investment Corp | 500 | $33.4K | 0.01% | −34−6.4% | Reduced |
| Atwood & Palmer Inc | 500 | $33.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 500 | $33.0K | 0.00% | −72−12.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 478 | $31.9K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 475 | $31.7K | 0.25% | 00.0% | Unchanged |
| Trust Co of Vermont | 450 | $30.1K | 0.00% | −50−10.0% | Reduced |
| Key Financial Inc | 426 | $28.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $28.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $26.7K | 0.01% | −200−33.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $26.7K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 400 | $26.7K | 0.01% | +400 | New |
| Valley National Advisers Inc | 394 | $26.0K | 0.00% | −90−18.6% | Reduced |
| BNP Paribas | 385 | $25.7K | 0.00% | −532−58.0% | Reduced |