Skip to main content
Livermore
Livermore
ZHEN

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; 784 institutions reported holding it in 13F filings for Q2 2026, worth $22.3B in total; no superinvestor holds it.

13F holders, Q4 2024

Institutional positions in Moderna, Inc. as of Dec 31, 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
750
−26 vs. Q3 2024
Shares held
277.1M
+16.0M (+6.1%) vs. Q3 2024
Total value
$11.5B
−$5.91B (−33.9%) vs. Q3 2024
New holders
146
232 more added
Sold out
172
254 more reduced

19 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 750 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ4 2024: $11.5B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q3 2024.

Institutions holding MRNA in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Strengthening Families & Communities, LLC6$00.00%00.0%Unchanged
HBC Financial Services, PLLC5$00.00%00.0%Unchanged
Wood Tarver Financial Group, LLC1$00.00%+1New
Ritter Daniher Financial Advisory LLC0$10.00%0Unchanged
South State Corp.0$80.00%0Unchanged
Hollencrest Capital Management1$420.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$420.00%00.0%Unchanged
Lam Group, Inc.1$420.00%00.0%Unchanged
CNB Bank2$830.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.2$840.00%−16−88.9%Reduced
Rialto Wealth Management, LLC2$840.00%+2New
MPWM Advisory Solutions, LLC3$1250.00%+3New
WestEnd Advisors, LLC4$1660.00%00.0%Unchanged
TruNorth Capital Management, LLC4$1660.00%00.0%Unchanged
Whipplewood Advisors, LLC4$1660.00%+4New
AdvisorNet Financial, Inc4$1720.00%−14−77.8%Reduced
True Wealth Design, LLC5$2080.00%−5−50.0%Reduced
Core Alternative Capital5$2080.00%00.0%Unchanged
Capital & Planning, LLC5$2080.00%+5New
Chapman Financial Group, LLC5$2080.00%+5New
NewSquare Capital LLC6$2490.00%+6New
New Wave Wealth Advisors LLC6$2490.00%+6New
Winnow Wealth LLC6$2500.00%+6New
Winch Advisory Services, LLC7$2910.00%00.0%Unchanged
Principia Wealth Advisory, LLC7$2910.00%+7New
Gordian Capital Singapore Pte Ltd9$3540.00%00.0%Unchanged
WR Wealth Planners, LLC9$3740.00%+2+28.6%Added
Nova Wealth Management, Inc.9$3740.00%+9New
Sunbelt Securities, Inc.10$3940.00%−659−98.5%Reduced
Mark Sheptoff Financial Planning, LLC10$4160.00%−200−95.2%Reduced
Prestige Wealth Management Group LLC10$4160.00%−31−75.6%Reduced
TFC Financial Management10$4160.00%−6−37.5%Reduced
Plante Moran Financial Advisors, LLC10$4160.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC10$4160.00%00.0%Unchanged
Fairfield Financial Advisors, LTD10$4160.00%00.0%Unchanged
NVWM, LLC10$4160.00%+10New
WealthTrak Capital Management LLC10$4160.00%+10New
Marshall & Sterling Wealth Advisors Inc.10$4160.00%+10New
PFS Partners, LLC11$4530.00%00.0%Unchanged
Iron Horse Wealth Management, LLC12$4990.00%00.0%Unchanged
LRI Investments, LLC12$4990.00%00.0%Unchanged
Carolina Wealth Advisors, LLC12$4990.00%+12New
Decker Retirement Planning Inc.12$4990.00%+12New
Cedar Mountain Advisors, LLC13$5410.00%−60−82.2%Reduced
Valued Wealth Advisors LLC13$5410.00%−3−18.8%Reduced
Grove Bank & Trust13$5410.00%+13New
IMG Wealth Management, Inc.13$5410.00%+13New
Fairscale Capital, LLC14$5820.00%00.0%Unchanged
Catherine Avery Investment Management LLC14$5820.00%+14New
Carolinas Wealth Consulting LLC15$6240.00%+3+25.0%Added
WPG Advisers, LLC15$6240.00%+15New
Aventura Private Wealth, LLC15$6240.00%+15New
GKV Capital Management Co., Inc.17$7070.00%+17New
Dunhill Financial, LLC17$7120.00%−46−73.0%Reduced
Disciplina Capital Management LLC19$7900.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC20$8320.00%−100−83.3%Reduced
BOK Financial Private Wealth, Inc.20$8320.00%00.0%Unchanged
BFSG, LLC20$8320.00%00.0%Unchanged
Kennebec Savings Bank26$9140.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.23$9560.00%00.0%Unchanged
Creative Financial Designs Inc24$9980.00%−10−29.4%Reduced
PayPay Securities Corp24$9980.04%+13+118.2%Added
Smithfield Trust Co20$1.00K0.00%00.0%Unchanged
Hemington Wealth Management44$1.00K0.00%+37+528.6%Added
Pacific Center for Financial Services24$1.00K0.00%00.0%Unchanged
Peoples Bank25$1.04K0.00%00.0%Unchanged
McIlrath & Eck, LLC25$1.04K0.00%−125−83.3%Reduced
Addison Advisors LLC25$1.04K0.00%00.0%Unchanged
Gen-Wealth Partners Inc25$1.04K0.00%00.0%Unchanged
Bell Investment Advisors, Inc26$1.08K0.00%−46−63.9%Reduced
Horizon Financial Services, LLC27$1.12K0.00%00.0%Unchanged
Salomon & Ludwin, LLC28$1.16K0.00%00.0%Unchanged
JDM Financial Group LLC30$1.25K0.00%00.0%Unchanged
Broadwater Capital Management LLC30$1.25K0.00%00.0%Unchanged
DecisionPoint Financial, LLC31$1.29K0.00%+31New
Signature Resources Capital Management, LLC32$1.33K0.00%00.0%Unchanged
Eagle Bay Advisors LLC33$1.37K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC35$1.46K0.00%−120−77.4%Reduced
Washington Trust Advisors, Inc.35$1.46K0.00%00.0%Unchanged
TD Private Client Wealth LLC37$1.54K0.00%−302−89.1%Reduced
Clear Investment Research, LLC39$1.62K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.40$1.66K0.00%00.0%Unchanged
West Branch Capital LLC42$1.75K0.00%−59−58.4%Reduced
Raffa Wealth Management, LLC43$1.79K0.00%−230−84.2%Reduced
Cape Investment Advisory, Inc.43$1.79K0.00%00.0%Unchanged
West Paces Advisors Inc.43$1.79K0.00%+35+437.5%Added
Ameliora Wealth Management Ltd.45$1.87K0.00%+45New
Blume Capital Management, Inc.45$1.87K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC50$2.00K0.00%−824−94.3%Reduced
Community Bank, N.A.50$2.08K0.00%00.0%Unchanged
HM Payson & Co50$2.08K0.00%−106−67.9%Reduced
Quintet Private Bank (Europe) S.A.50$2.08K0.00%−5−9.1%Reduced
Truvestments Capital LLC50$2.08K0.00%+50New
MRP Capital Investments, LLC50$2.08K0.00%+50New
Stonebridge Financial Group, LLC50$2.08K0.00%+50New
Bernard Wealth Management Corp.50$2.08K0.00%+50New
Key Financial Inc51$2.12K0.00%−375−88.0%Reduced
Highline Wealth Partners LLC54$2.25K0.00%00.0%Unchanged
Insight Financial Services55$2.29K0.00%00.0%Unchanged
Salem Investment Counselors Inc55$2.29K0.00%−154−73.7%Reduced