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 |
|---|---|---|---|---|---|
| Price Jennifer C. | 4,000 | $166.3K | 0.22% | −1,000−20.0% | Reduced |
| Sectoral Asset Management Inc | 4,350 | $180.9K | 0.12% | −9,610−68.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 4,670 | $194.2K | 0.01% | +4,670 | New |
| Horizon Investments, LLC | 4,678 | $194.5K | 0.01% | +82+1.8% | Added |
| XTX Topco Ltd | 4,812 | $200.1K | 0.02% | −23,444−83.0% | Reduced |
| Wetherby Asset Management Inc | 4,812 | $200.1K | 0.01% | +4,812 | New |
| Integral Investment Advisors, Inc. | 4,819 | $200.4K | 0.06% | +4,819 | New |
| Truist Financial Corp | 4,839 | $201.2K | 0.00% | −6,646−57.9% | Reduced |
| Moloney Securities Asset Management, LLC | 4,854 | $201.8K | 0.03% | −5,406−52.7% | Reduced |
| CAPROCK Group, Inc. | 4,886 | $203.2K | 0.01% | +4,886 | New |
| Washington Trust Co | 4,928 | $204.9K | 0.01% | −121−2.4% | Reduced |
| Bessemer Group Inc | 4,962 | $206.0K | 0.00% | −658−11.7% | Reduced |
| MUFG Securities Americas Inc. | 5,000 | $207.9K | 0.03% | +5,000 | New |
| Coldstream Capital Management Inc | 5,049 | $209.9K | 0.00% | +1,440+39.9% | Added |
| Westpac Banking Corp | 5,132 | $213.4K | 0.01% | +921+21.9% | Added |
| Prime Capital Investment Advisors, LLC | 5,188 | $215.7K | 0.00% | +5,188 | New |
| Greenleaf Trust | 5,244 | $218.0K | 0.00% | +1,739+49.6% | Added |
| Advisors Asset Management, Inc. | 5,286 | $219.8K | 0.00% | +546+11.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,300 | $220.4K | 0.02% | +5,300 | New |
| Boston Family Office LLC | 5,362 | $223.0K | 0.02% | −3,980−42.6% | Reduced |
| Alpine Global Management, LLC | 5,399 | $224.5K | 0.07% | +5,399 | New |
| Forum Financial Management, LP | 5,419 | $225.3K | 0.00% | +5,419 | New |
| National Philanthropic Trust | 5,430 | $225.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5,441 | $226.2K | 0.06% | +725+15.4% | Added |
| Abn Amro Investment Solutions | 5,467 | $227.3K | 0.00% | +1,774+48.0% | Added |
| Modera Wealth Management, LLC | 5,562 | $231.3K | 0.00% | +5,562 | New |
| Glenmede Trust Co NA | 5,570 | $231.6K | 0.00% | +5,570 | New |
| Claro Advisors LLC | 5,627 | $234.0K | 0.03% | −1,184−17.4% | Reduced |
| Motley Fool Asset Management LLC | 5,668 | $235.7K | 0.01% | −9,800−63.4% | Reduced |
| Sherbrooke Park Advisers LLC | 5,710 | $237.4K | 0.08% | +5,710 | New |
| SeaCrest Wealth Management, LLC | 5,778 | $240.2K | 0.03% | −213−3.6% | Reduced |
| Empowered Funds, LLC | 5,781 | $240.4K | 0.00% | +582+11.2% | Added |
| Wedbush Securities Inc | 5,902 | $245.0K | 0.01% | +1,686+40.0% | Added |
| Capula Management Ltd | 5,914 | $245.9K | 0.00% | +5,914 | New |
| Linden Thomas Advisory Services, LLC | 5,918 | $246.1K | 0.03% | +6+0.1% | Added |
| Gsa Capital Partners LLP | 5,944 | $247.0K | 0.02% | +302+5.4% | Added |
| Intech Investment Management LLC | 5,956 | $247.7K | 0.00% | +5,956 | New |
| PKO Investment Management Joint-Stock Co | 6,000 | $249.5K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,040 | $251.1K | 0.00% | +752+14.2% | Added |
| Newlands Management Operations LLC | 6,053 | $251.7K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,158 | $256.1K | 0.01% | +929+17.8% | Added |
| Centaurus Financial, Inc. | 6,287 | $261.0K | 0.02% | −13−0.2% | Reduced |
| Apollon Wealth Management, LLC | 6,460 | $268.6K | 0.01% | +1,396+27.6% | Added |
| Vestcor Inc | 6,569 | $273.0K | 0.01% | +855+15.0% | Added |
| Everett Harris & Co | 6,602 | $274.5K | 0.00% | +6,602 | New |
| Siemens Fonds Invest GmbH | 7,080 | $278.8K | 0.03% | −2,020−22.2% | Reduced |
| PDT Partners, LLC | 6,745 | $280.5K | 0.02% | −14,555−68.3% | Reduced |
| APG Asset Management US Inc. | 6,752 | $280.7K | 0.00% | −953−12.4% | Reduced |
| Profit Investment Management, LLC | 6,786 | $282.2K | 0.23% | −256−3.6% | Reduced |
| Prakash Investment Advisors LLC | 6,800 | $282.7K | 0.28% | +6,800 | New |
| Scotia Capital Inc. | 6,841 | $284.5K | 0.00% | −12,735−65.1% | Reduced |
| Chelsea Counsel Co | 6,859 | $285.2K | 0.15% | −545−7.4% | Reduced |
| Willner & Heller, LLC | 7,020 | $291.9K | 0.26% | −275−3.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,027 | $292.2K | 0.02% | −8,439−54.6% | Reduced |
| Pensionmark Financial Group, LLC | 7,099 | $295.2K | 0.01% | +7,099 | New |
| QRG Capital Management, Inc. | 7,124 | $296.2K | 0.00% | −8,666−54.9% | Reduced |
| Ieq Capital, LLC | 7,194 | $299.1K | 0.00% | +7,194 | New |
| Great Valley Advisor Group, Inc. | 7,193 | $299.5K | 0.01% | −55−0.8% | Reduced |
| Fifth Third Bancorp | 7,261 | $301.9K | 0.00% | −59−0.8% | Reduced |
| Summit Trail Advisors, LLC | 7,281 | $302.7K | 0.01% | +1,927+36.0% | Added |
| CIBC Private Wealth Group, LLC | 7,046 | $304.2K | 0.00% | +2,979+73.2% | Added |
| Brown Advisory Inc | 7,325 | $304.6K | 0.00% | −772−9.5% | Reduced |
| Mercer Global Advisors Inc | 7,394 | $307.5K | 0.00% | −7,242−49.5% | Reduced |
| Sit Investment Associates Inc | 7,409 | $308.0K | 0.01% | −10,675−59.0% | Reduced |
| Rakuten Securities, Inc. | 7,499 | $311.8K | 0.12% | +6,558+696.9% | Added |
| Patten & Patten Inc | 7,503 | $312.0K | 0.02% | −1,510−16.8% | Reduced |
| Atria Wealth Solutions, Inc. | 7,795 | $324.1K | 0.00% | +1,694+27.8% | Added |
| V-Square Quantitative Management LLC | 7,797 | $324.2K | 0.05% | +2,148+38.0% | Added |
| Kovitz Investment Group Partners, LLC | 7,861 | $327.0K | 0.00% | −40,902−83.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,911 | $329.0K | 0.00% | −958−10.8% | Reduced |
| Everence Capital Management Inc | 7,940 | $330.0K | 0.02% | −1,390−14.9% | Reduced |
| Eisler Capital Management Ltd. | 7,946 | $333.7K | 0.01% | +7,946 | New |
| Eqis Capital Management, Inc. | 8,071 | $335.6K | 0.03% | +2,701+50.3% | Added |
| Virtus ETF Advisers LLC | 8,166 | $339.5K | 0.14% | +5,898+260.1% | Added |
| New Insight Wealth Advisors | 8,545 | $355.3K | 0.18% | +358+4.4% | Added |
| Empirical Finance, LLC | 8,591 | $357.2K | 0.02% | −22−0.3% | Reduced |
| Capital Counsel LLC | 8,740 | $363.4K | 0.02% | −330−3.6% | Reduced |
| GF Fund Management Co. Ltd. | 8,951 | $372.2K | 0.01% | +8,951 | New |
| ADAR1 Capital Management, LLC | 9,000 | $374.2K | 0.08% | +9,000 | New |
| United Capital Financial Advisers, LLC | 9,059 | $376.7K | 0.00% | +2,972+48.8% | Added |
| Rathbone Brothers plc | 9,230 | $383.8K | 0.00% | −1,744−15.9% | Reduced |
| Quantbot Technologies LP | 9,307 | $387.0K | 0.01% | +7,066+315.3% | Added |
| Tema ETFs LLC | 9,475 | $394.0K | 0.16% | +9,475 | New |
| Brandywine Managers, LLC | 9,510 | $395.4K | 0.42% | 00.0% | Unchanged |
| Allstate Corp | 9,514 | $395.6K | 0.01% | +9,514 | New |
| Oppenheimer & Co Inc | 9,964 | $414.3K | 0.01% | −27,823−73.6% | Reduced |
| Howard Capital Management Inc. | 9,994 | $415.6K | 0.01% | +297+3.1% | Added |
| Janney Montgomery Scott LLC | 10,081 | $419.0K | 0.00% | −2,686−21.0% | Reduced |
| Intact Investment Management Inc. | 10,100 | $420.0K | 0.01% | +10,100 | New |
| Kestra Advisory Services, LLC | 10,106 | $420.2K | 0.00% | +1,269+14.4% | Added |
| Symmetry Investments LP | 10,162 | $422.5K | 0.03% | +10,162 | New |
| John G Ullman & Associates Inc | 10,300 | $428.3K | 0.06% | −39,350−79.3% | Reduced |
| GSB Wealth Management, LLC | 10,301 | $428.3K | 0.11% | +5,009+94.7% | Added |
| Natixis Advisors, L.P. | 10,405 | $433.0K | 0.00% | −1,169−10.1% | Reduced |
| Probity Advisors, Inc. | 10,746 | $446.8K | 0.09% | +5,902+121.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,753 | $447.1K | 0.01% | +32+0.3% | Added |
| Cohen Capital Management, Inc. | 10,938 | $454.8K | 0.08% | +1,984+22.2% | Added |
| Aufman Associates Inc | 11,066 | $460.1K | 0.31% | +2,299+26.2% | Added |
| Syon Capital LLC | 11,134 | $463.0K | 0.04% | +11,134 | New |
| Ci Investments Inc. | 11,486 | $478.0K | 0.00% | +2,546+28.5% | Added |