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Livermore
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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
PSI Advisors, LLC55$2.29K0.00%00.0%Unchanged
Abound Wealth Management58$2.41K0.00%+7+13.7%Added
Glen Eagle Advisors, LLC59$2.45K0.00%00.0%Unchanged
Louisbourg Investments Inc.62$2.58K0.00%00.0%Unchanged
Capital A Wealth Management, LLC65$2.70K0.00%+65New
Manchester Capital Management LLC69$2.87K0.00%−7−9.2%Reduced
Global Financial Private Client, LLC78$3.24K0.00%−145−65.0%Reduced
ORG Partners LLC82$3.39K0.00%+34+70.8%Added
Modus Advisors, LLC84$3.49K0.00%+84New
Raleigh Capital Management Inc.85$3.53K0.00%+20+30.8%Added
Millstone Evans Group, LLC87$3.62K0.00%+87New
First Horizon Advisors, Inc.94$3.91K0.00%−179−65.6%Reduced
FPC Investment Advisory, Inc.100$3.94K0.00%00.0%Unchanged
Coston, McIsaac & Partners119$4.00K0.00%00.0%Unchanged
Field & Main Bank100$4.16K0.00%00.0%Unchanged
Atwood & Palmer Inc100$4.16K0.00%−400−80.0%Reduced
Delta Asset Management LLC100$4.16K0.00%00.0%Unchanged
Old Second National Bank of Aurora100$4.16K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.100$4.16K0.00%00.0%Unchanged
Northwest Capital Management Inc100$4.16K0.00%00.0%Unchanged
Syntax Research, Inc.100$4.16K0.00%00.0%Unchanged
City State Bank100$4.16K0.00%+50+100.0%Added
Vision Financial Markets LLC100$4.16K0.00%+100New
Sierra Ocean, LLC103$4.28K0.00%+103New
Brown Shipley& Co Ltd104$4.32K0.00%+104New
Bogart Wealth, LLC107$4.45K0.00%−20−15.7%Reduced
R Squared Ltd110$4.57K0.00%+110New
Thurston, Springer, Miller, Herd & Titak, Inc.111$4.62K0.00%00.0%Unchanged
Clearstead Advisors, LLC112$4.66K0.00%+5+4.7%Added
Meeder Asset Management Inc112$4.66K0.00%+12+12.0%Added
Measured Risk Portfolios, Inc.117$4.87K0.01%+117New
Hantz Financial Services, Inc.110$5.00K0.00%−45−29.0%Reduced
Hall Laurie J Trustee110$5.00K0.00%00.0%Unchanged
Kestra Investment Management, LLC122$5.07K0.00%+122New
MB, Levis & Associates, LLC127$5.28K0.00%00.0%Unchanged
MV Capital Management, Inc.129$5.36K0.00%+26+25.2%Added
Lowe Wealth Advisors, LLC130$5.41K0.00%00.0%Unchanged
Concord Wealth Partners132$5.49K0.00%−378−74.1%Reduced
Toth Financial Advisory Corp135$5.61K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC136$5.66K0.00%00.0%Unchanged
Synergy Financial Management, LLC86$5.75K0.00%+86New
Centricity Wealth Management, LLC141$5.86K0.01%+141New
Golden State Wealth Management, LLC146$6.07K0.00%+146New
Piscataqua Savings Bank150$6.24K0.01%−190−55.9%Reduced
Trust Co of Vermont150$6.24K0.00%−300−66.7%Reduced
Ransom Advisory, Ltd150$6.24K0.00%00.0%Unchanged
Pacifica Partners Inc.150$6.30K0.00%−30−16.7%Reduced
Ancora Advisors, LLC153$6.36K0.00%+2+1.3%Added
Private Wealth Management Group, LLC153$6.36K0.00%+53+53.0%Added
Continuum Advisory, LLC159$6.61K0.00%−1−0.6%Reduced
Flagship Wealth Advisors, LLC160$6.65K0.00%+160New
Cassady Schiller Wealth Management, LLC166$6.90K0.00%+16+10.7%Added
GW&K Investment Management, LLC160$7.00K0.00%+10+6.7%Added
Optimum Investment Advisors170$7.07K0.00%−734−81.2%Reduced
Hurley Capital, LLC167$7.25K0.01%+167New
EverSource Wealth Advisors, LLC175$7.28K0.00%−114−39.4%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP175$7.29K0.00%00.0%Unchanged
Capital Analysts, LLC199$8.00K0.00%+21+11.8%Added
Bruce G. Allen Investments, LLC194$8.07K0.01%+187+2,671.4%Added
SOA Wealth Advisors, LLC.195$8.11K0.00%−71−26.7%Reduced
CarsonAllaria Wealth Management, Ltd.196$8.15K0.00%+84+75.0%Added
Old Point Trust & Financial Services N A200$8.32K0.00%00.0%Unchanged
AllSquare Wealth Management LLC200$8.32K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC200$8.32K0.00%00.0%Unchanged
WealthCollab, LLC200$8.32K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC200$8.32K0.00%+200New
Innovative Advisory Group, LLC203$8.44K0.01%+203New
Quent Capital, LLC207$8.61K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc210$8.73K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC223$8.78K0.01%00.0%Unchanged
Financial Perspectives, Inc230$9.56K0.00%00.0%Unchanged
Accredited Wealth Management, LLC250$10.4K0.01%+250New
Oliver Lagore Vanvalin Investment Group260$10.8K0.00%−504−66.0%Reduced
Armstrong Advisory Group, Inc263$10.9K0.00%−100−27.5%Reduced
Covestor Ltd275$11.0K0.01%+117+74.1%Added
Webster Bank, N. A.266$11.1K0.00%00.0%Unchanged
First Pacific Financial266$11.1K0.00%00.0%Unchanged
XY Capital Ltd277$11.5K0.01%+277New
JTC Employer Solutions Trusteee Ltd300$12.0K0.00%−1,500−83.3%Reduced
Cedar Wealth Management, LLC290$12.1K0.00%00.0%Unchanged
Arlington Trust Co LLC290$12.1K0.00%00.0%Unchanged
Westside Investment Management, Inc.300$12.5K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC301$12.5K0.00%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd304$12.6K0.00%+304New
Rise Advisors, LLC305$12.7K0.01%−19−5.9%Reduced
Bank & Trust Co306$12.7K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC308$12.8K0.00%−170−35.6%Reduced
Versant Capital Management, Inc313$13.0K0.00%+196+167.5%Added
Colonial Trust Co315$13.1K0.00%+9+2.9%Added
Cromwell Holdings LLC316$13.1K0.01%+316New
Country Trust Bank318$13.2K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.321$13.3K0.00%+219+214.7%Added
Mowery & Schoenfeld Wealth Management, LLC360$15.0K0.03%−340−48.6%Reduced
Assetmark, Inc367$15.2K0.00%+136+58.9%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC367$15.3K0.00%−2,284−86.2%Reduced
Lee Danner & Bass Inc370$15.4K0.00%+370New
Valley National Advisers Inc394$16.0K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC563$16.5K0.01%+563New
Generali Investments Towarzystwo Funduszy Inwestycyjnych400$16.6K0.01%00.0%Unchanged
Birchbrook, Inc.400$16.6K0.01%00.0%Unchanged