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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 406 | $16.9K | 0.00% | −1,844−82.0% | Reduced |
| GeoWealth Management, LLC | 413 | $17.2K | 0.00% | −201−32.7% | Reduced |
| UMA Financial Services, Inc. | 448 | $18.6K | 0.00% | +448 | New |
| Hexagon Capital Partners LLC | 455 | $18.9K | 0.00% | +125+37.9% | Added |
| Brown, Lisle/Cummings, Inc. | 475 | $19.8K | 0.01% | −1,160−70.9% | Reduced |
| Riverview Trust Co | 486 | $20.2K | 0.02% | +486 | New |
| Archer Investment Corp | 500 | $20.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 505 | $21.0K | 0.00% | +226+81.0% | Added |
| Capital Advisors, Ltd. LLC | 507 | $21.0K | 0.00% | +7+1.4% | Added |
| Brown Brothers Harriman & Co | 509 | $21.2K | 0.00% | −23−4.3% | Reduced |
| JFS Wealth Advisors, LLC | 509 | $21.2K | 0.00% | −51−9.1% | Reduced |
| Tompkins Financial Corp | 510 | $21.2K | 0.00% | +283+124.7% | Added |
| Smartleaf Asset Management LLC | 563 | $22.2K | 0.00% | −476−45.8% | Reduced |
| CVA Family Office, LLC | 544 | $22.6K | 0.00% | +537+7,671.4% | Added |
| Stephens Consulting, LLC | 546 | $22.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 601 | $23.1K | 0.00% | −49−7.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 578 | $24.0K | 0.02% | +578 | New |
| Rothschild Investment LLC | 581 | $24.2K | 0.00% | +199+52.1% | Added |
| BNP Paribas | 600 | $24.9K | 0.00% | +215+55.8% | Added |
| Canton Hathaway, LLC | 601 | $25.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 560 | $25.9K | 0.00% | −55−8.9% | Reduced |
| Stance Capital LLC | 669 | $27.8K | 0.02% | +669 | New |
| Tortoise Investment Management, LLC | 672 | $27.9K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 675 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 664 | $28.1K | 0.00% | −15,125−95.8% | Reduced |
| Mather Group, LLC. | 678 | $28.2K | 0.00% | −603−47.1% | Reduced |
| Sittner & Nelson, LLC | 690 | $28.7K | 0.01% | −300−30.3% | Reduced |
| Deseret Mutual Benefit Administrators | 736 | $30.6K | 0.02% | +208+39.4% | Added |
| Umb Bank N A | 771 | $32.1K | 0.00% | +219+39.7% | Added |
| Skopos Labs, Inc. | 778 | $32.4K | 0.01% | −416−34.8% | Reduced |
| Bryn Mawr Trust Co | 786 | $32.7K | 0.00% | +587+295.0% | Added |
| Harbor Investment Advisory, LLC | 800 | $33.3K | 0.00% | −1,843−69.7% | Reduced |
| Ostrum Asset Management | 800 | $33.3K | 0.00% | −34−4.1% | Reduced |
| Ogorek Anthony Joseph | 848 | $35.0K | 0.01% | +137+19.3% | Added |
| Penserra Capital Management LLC | 857 | $35.0K | 0.00% | +827+2,756.7% | Added |
| Geneos Wealth Management Inc. | 882 | $36.7K | 0.00% | −1,212−57.9% | Reduced |
| Harbour Investments, Inc. | 890 | $37.0K | 0.00% | +16+1.8% | Added |
| Venturi Wealth Management, LLC | 896 | $37.3K | 0.00% | +664+286.2% | Added |
| Compass Planning Associates Inc | 900 | $37.4K | 0.04% | +900 | New |
| Sterling Capital Management LLC | 938 | $39.0K | 0.00% | −487−34.2% | Reduced |
| Activest Wealth Management | 938 | $39.0K | 0.01% | −386−29.2% | Reduced |
| Asset Dedication, LLC | 950 | $39.5K | 0.00% | −68−6.7% | Reduced |
| Crowley Wealth Management, Inc. | 975 | $40.5K | 0.04% | +975 | New |
| Shell Asset Management Co | 995 | $41.0K | 0.00% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 990 | $41.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 988 | $41.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 997 | $41.5K | 0.02% | −11−1.1% | Reduced |
| Heritage Wealth Advisors | 1,000 | $41.6K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 1,000 | $41.6K | 0.02% | +1,000 | New |
| Itau Unibanco Holding S.A. | 1,013 | $42.1K | 0.00% | +343+51.2% | Added |
| Massmutual Trust Co FSB | 1,057 | $44.0K | 0.00% | +389+58.2% | Added |
| Bullock Wealth Management Group | 1,062 | $44.2K | 0.03% | −983−48.1% | Reduced |
| Vega Investment Solutions | 1,080 | $44.9K | 0.04% | +1,080 | New |
| Newbridge Financial Services Group, Inc. | 1,101 | $45.8K | 0.01% | −416−27.4% | Reduced |
| Sound Income Strategies, LLC | 1,109 | $46.1K | 0.00% | +32+3.0% | Added |
| CoreCap Advisors, LLC | 1,118 | $46.5K | 0.00% | −98−8.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,125 | $46.8K | 0.00% | +1,100+4,400.0% | Added |
| Ofi Invest Asset Management | 1,193 | $47.9K | 0.00% | +1,193 | New |
| Lindbrook Capital, LLC | 1,173 | $48.8K | 0.00% | −99−7.8% | Reduced |
| EMC Capital Management | 1,250 | $52.0K | 0.03% | +946+311.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,265 | $52.6K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,266 | $52.6K | 0.00% | +356+39.1% | Added |
| Sandy Spring Bank | 1,376 | $57.2K | 0.00% | −77−5.3% | Reduced |
| GWM Advisors LLC | 1,390 | $57.8K | 0.00% | −246−15.0% | Reduced |
| American National Bank | 1,401 | $58.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,414 | $58.8K | 0.01% | −46−3.2% | Reduced |
| Resources Management Corp | 1,488 | $62.0K | 0.01% | −135−8.3% | Reduced |
| Huntington National Bank | 1,528 | $63.5K | 0.00% | +324+26.9% | Added |
| Pilgrim Partners Asia Pte Ltd | 1,600 | $66.5K | 0.06% | +1,600 | New |
| First Command Advisory Services, Inc. | 1,602 | $66.6K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,712 | $67.5K | 0.03% | +1,712 | New |
| Principal Securities, Inc. | 1,694 | $70.4K | 0.00% | −70−4.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,755 | $73.0K | 0.00% | +1,024+140.1% | Added |
| Allworth Financial LP | 1,901 | $73.2K | 0.00% | +281+17.3% | Added |
| Twin Lakes Capital Management, LLC | 1,772 | $73.7K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 1,800 | $74.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,872 | $77.8K | 0.01% | +624+50.0% | Added |
| Quest Partners LLC | 2,013 | $83.7K | 0.01% | −2,554−55.9% | Reduced |
| Central Trust Co | 2,031 | $84.4K | 0.00% | −6,245−75.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,123 | $88.3K | 0.09% | +2,123 | New |
| FNY Investment Advisers, LLC | 2,249 | $93.0K | 0.05% | +2,234+14,893.3% | Added |
| Point72 (DIFC) Ltd | 2,263 | $94.1K | 0.01% | +2,263 | New |
| Global Retirement Partners, LLC | 2,334 | $97.0K | 0.00% | −292−11.1% | Reduced |
| Elkhorn Partners Limited Partnership | 2,500 | $104.0K | 0.07% | +300+13.6% | Added |
| Quadrant Capital Group LLC | 2,520 | $104.8K | 0.01% | +697+38.2% | Added |
| Investors Research Corp | 2,527 | $105.1K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,669 | $110.0K | 0.00% | −11,516−81.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,772 | $115.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,947 | $122.5K | 0.00% | +2,947 | New |
| Kinneret Advisory, LLC | 3,002 | $124.8K | 0.01% | −139−4.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,162 | $131.5K | 0.00% | −1,584−33.4% | Reduced |
| GAMMA Investing LLC | 3,173 | $131.9K | 0.01% | +768+31.9% | Added |
| TD Waterhouse Canada Inc. | 3,388 | $140.8K | 0.00% | +308+10.0% | Added |
| Ameritas Investment Partners, Inc. | 3,509 | $145.9K | 0.00% | −11,567−76.7% | Reduced |
| Farther Finance Advisors, LLC | 3,519 | $146.3K | 0.01% | +2,615+289.3% | Added |
| Signaturefd, LLC | 3,618 | $150.4K | 0.00% | +535+17.4% | Added |
| Allianz SE | 3,842 | $151.3K | 0.00% | +2,792+265.9% | Added |
| Raiffeisen Bank International AG | 4,018 | $158.6K | 0.00% | +4,018 | New |
| Knuff & Co LLC | 3,877 | $161.2K | 0.05% | −855−18.1% | Reduced |
| Parallel Advisors, LLC | 3,952 | $164.4K | 0.00% | +605+18.1% | Added |