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 |
|---|---|---|---|---|---|
| Hemenway Trust Co LLC | 0 | $0 | 0.00% | −8,466−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −8,438−100.0% | Sold out |
| Lipe & Dalton | 0 | $0 | 0.00% | −8,147−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −9,418−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −7,673−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −7,425−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −7,406−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −6,970−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −6,927−100.0% | Sold out |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −6,763−100.0% | Sold out |
| Perkins Capital Management Inc | 0 | $0 | 0.00% | −6,375−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −6,315−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −6,585−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −6,265−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −6,239−100.0% | Sold out |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −6,136−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −6,019−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −5,981−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −5,844−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −4,740−100.0% | Sold out |
| STF Management LP | 0 | $0 | 0.00% | −5,527−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −5,431−100.0% | Sold out |
| Norman Fields, Gottscho Capital Management, LLC | 0 | $0 | 0.00% | −5,169−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −5,129−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −5,064−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −5,018−100.0% | Sold out |
| Reik & Co., LLC | 0 | $0 | 0.00% | −4,898−100.0% | Sold out |
| DMG Group, LLC | 0 | $0 | 0.00% | −4,859−100.0% | Sold out |
| Ipswich Investment Management Co., Inc. | 0 | $0 | 0.00% | −4,795−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,768−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,568−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −4,523−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,387−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −4,374−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,306−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −4,282−100.0% | Sold out |
| LPF Advisors LLC | 0 | $0 | 0.00% | −4,196−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −3,940−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −3,934−100.0% | Sold out |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −3,661−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −3,661−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −3,628−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −3,768−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −3,586−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,512−100.0% | Sold out |
| Warberg Asset Management LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −3,399−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −3,367−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −3,334−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −3,261−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| Carr Financial Group Corp | 0 | $0 | 0.00% | −3,156−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −3,112−100.0% | Sold out |
| Heritage Investors Management Corp | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,083−100.0% | Sold out |
| Cadinha & Co LLC | 0 | $0 | 0.00% | −3,072−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,047−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Founders Capital Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −2,961−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,581−100.0% | Sold out |
| Roberts Capital Advisors, LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Estabrook Capital Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Vista Private Wealth Partners. LLC | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| Consultiva Wealth Management, Corp. | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Game Plan Financial Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Dynamic Wealth Strategies, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |