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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 382 | $25.5K | 0.00% | −278−42.1% | Reduced |
| Armstrong Advisory Group, Inc | 363 | $24.3K | 0.00% | +100+38.0% | Added |
| Piscataqua Savings Bank | 340 | $22.7K | 0.02% | −210−38.2% | Reduced |
| TD Private Client Wealth LLC | 339 | $22.7K | 0.00% | −220−39.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 334 | $22.3K | 0.00% | −40−10.7% | Reduced |
| Hexagon Capital Partners LLC | 330 | $22.1K | 0.00% | +20+6.5% | Added |
| Rise Advisors, LLC | 324 | $21.7K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 318 | $21.3K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 306 | $20.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 306 | $20.4K | 0.00% | +6+2.0% | Added |
| Catalyst Capital Advisors LLC | 301 | $20.1K | 0.00% | −69−18.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 300 | $20.0K | 0.00% | +300 | New |
| Cedar Wealth Management, LLC | 290 | $19.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 290 | $19.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 289 | $19.3K | 0.00% | −425−59.5% | Reduced |
| Private Trust Co NA | 279 | $18.6K | 0.00% | −27−8.8% | Reduced |
| Raffa Wealth Management, LLC | 273 | $18.2K | 0.00% | +130+90.9% | Added |
| First Horizon Advisors, Inc. | 273 | $18.2K | 0.00% | −44−13.9% | Reduced |
| Webster Bank, N. A. | 266 | $17.8K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 266 | $17.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 266 | $17.8K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 235 | $15.7K | 0.00% | +235 | New |
| Venturi Wealth Management, LLC | 232 | $15.5K | 0.00% | −31−11.8% | Reduced |
| Assetmark, Inc | 231 | $15.4K | 0.00% | −45,938−99.5% | Reduced |
| Financial Perspectives, Inc | 230 | $15.4K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 227 | $15.2K | 0.00% | +217+2,170.0% | Added |
| Frazier Financial Advisors, LLC | 223 | $14.9K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 223 | $14.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 210 | $14.0K | 0.01% | +200+2,000.0% | Added |
| Salem Investment Counselors Inc | 209 | $14.0K | 0.00% | +4+2.0% | Added |
| Quent Capital, LLC | 207 | $13.8K | 0.00% | −180−46.5% | Reduced |
| M&R Capital Management Inc | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 200 | $13.4K | 0.00% | +200 | New |
| AM Squared Ltd | 200 | $13.4K | 0.03% | +200 | New |
| Bryn Mawr Trust Co | 199 | $13.3K | 0.00% | +199 | New |
| Pacifica Partners Inc. | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 178 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 158 | $11.0K | 0.01% | +2+1.3% | Added |
| HM Payson & Co | 156 | $10.4K | 0.00% | +5+3.3% | Added |
| Bartlett & Co. Wealth Management LLC | 155 | $10.4K | 0.00% | −75−32.6% | Reduced |
| Ancora Advisors, LLC | 151 | $10.1K | 0.00% | −88−36.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 150 | $10.0K | 0.00% | −16−9.6% | Reduced |
| Ransom Advisory, Ltd | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 150 | $10.0K | 0.00% | +50+50.0% | Added |
| GW&K Investment Management, LLC | 150 | $10.0K | 0.00% | −14−8.5% | Reduced |
| Hantz Financial Services, Inc. | 155 | $10.0K | 0.00% | +2+1.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 175 | $9.24K | 0.00% | −315−64.3% | Reduced |
| Caldwell Trust Co | 137 | $9.16K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 136 | $9.09K | 0.01% | +136 | New |
| Toth Financial Advisory Corp | 135 | $9.02K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | – | $9.00K | 0.00% | – | New |
| Lowe Wealth Advisors, LLC | 130 | $8.69K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 127 | $8.49K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 127 | $8.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 124 | $8.29K | 0.00% | +96+342.9% | Added |
| Trivant Custom Portfolio Group, LLC | 120 | $8.02K | 0.00% | +120 | New |
| Versant Capital Management, Inc | 117 | $7.82K | 0.00% | −63−35.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 112 | $7.49K | 0.00% | −61−35.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 111 | $7.42K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 107 | $7.15K | 0.00% | −2,438−95.8% | Reduced |
| Coston, McIsaac & Partners | 119 | $7.00K | 0.00% | −20−14.4% | Reduced |
| Hall Laurie J Trustee | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 104 | $6.95K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 103 | $6.88K | 0.00% | −126−55.0% | Reduced |
| SRS Capital Advisors, Inc. | 102 | $6.82K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 101 | $6.75K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 101 | $6.75K | 0.00% | +101 | New |
| Private Wealth Management Group, LLC | 100 | $6.68K | 0.00% | −145−59.2% | Reduced |
| Stone House Investment Management, LLC | 100 | $6.68K | 0.00% | −24−19.4% | Reduced |
| Delta Asset Management LLC | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 100 | $6.68K | 0.00% | +8+8.7% | Added |
| Syntax Research, Inc. | 100 | $6.68K | 0.00% | +100 | New |
| Continuum Advisory, LLC | 160 | $6.36K | 0.00% | +14+9.6% | Added |
| Naples Money Management LLC | 90 | $6.01K | 0.01% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 100 | $5.87K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 87 | $5.81K | 0.01% | +64+278.3% | Added |
| Manchester Capital Management LLC | 76 | $5.08K | 0.00% | −118−60.8% | Reduced |
| TSFG, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 73 | $4.88K | 0.00% | −10−12.0% | Reduced |
| Bell Investment Advisors, Inc | 72 | $4.81K | 0.00% | −8−10.0% | Reduced |
| Raleigh Capital Management Inc. | 65 | $4.34K | 0.00% | −91−58.3% | Reduced |
| Dunhill Financial, LLC | 63 | $4.24K | 0.00% | +26+70.3% | Added |
| Louisbourg Investments Inc. | 62 | $4.14K | 0.00% | +40+181.8% | Added |
| Glen Eagle Advisors, LLC | 59 | $3.94K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 57 | $3.81K | 0.00% | +5+9.6% | Added |
| Quintet Private Bank (Europe) S.A. | 55 | $3.68K | 0.00% | −677−92.5% | Reduced |
| PSI Advisors, LLC | 55 | $3.68K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 55 | $3.67K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 54 | $3.61K | 0.00% | −2−3.6% | Reduced |
| Abound Wealth Management | 51 | $3.41K | 0.00% | 00.0% | Unchanged |