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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| Mariner, LLC | 17,127 | $712.1K | 0.00% | −5,060−22.8% | Reduced |
| US Bancorp | 16,962 | $705.3K | 0.00% | +2,280+15.5% | Added |
| Cantor Fitzgerald, L. P. | 16,961 | $705.2K | 0.03% | +16,961 | New |
| Green Alpha Advisors, LLC | 16,900 | $702.7K | 0.56% | +5,987+54.9% | Added |
| D.A. Davidson & Co. | 16,727 | $695.5K | 0.01% | −23,210−58.1% | Reduced |
| AustralianSuper Pty Ltd | 16,584 | $689.6K | 0.00% | +2,077+14.3% | Added |
| Inspire Trust Co, N.A. | 16,525 | $687.1K | 0.18% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 16,500 | $686.1K | 0.05% | +16,500 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 16,404 | $682.0K | 0.01% | −11,058−40.3% | Reduced |
| Provident Co of the Employees of the Hebrew University LTD | 16,113 | $669.4K | 0.78% | −4,097−20.3% | Reduced |
| New Mexico Educational Retirement Board | 16,100 | $669.0K | 0.02% | −200−1.2% | Reduced |
| Jump Financial, LLC | 15,860 | $659.5K | 0.01% | −57,886−78.5% | Reduced |
| Cinctive Capital Management LP | 15,842 | $658.7K | 0.04% | +15,842 | New |
| Pinebridge Investments, L.P. | 15,646 | $650.6K | 0.00% | −22,700−59.2% | Reduced |
| Colony Group, LLC | 15,610 | $649.1K | 0.00% | −7,652−32.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,368 | $645.5K | 0.00% | −2,141−12.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,267 | $634.8K | 0.01% | −7,406−32.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 15,000 | $624.0K | 0.01% | +15,000 | New |
| Assenagon Asset Management S.A. | 14,978 | $622.8K | 0.00% | +1,819+13.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,894 | $619.3K | 0.00% | −2,045−12.1% | Reduced |
| Nomura Holdings Inc | 14,888 | $619.0K | 0.00% | −37,118−71.4% | Reduced |
| Jones Financial Companies LLLP | 14,841 | $617.1K | 0.00% | +7,883+113.3% | Added |
| Eastern Bank | 14,578 | $606.2K | 0.01% | 00.0% | Unchanged |
| Ossiam | 14,574 | $606.0K | 0.01% | +799+5.8% | Added |
| Blue Sky Capital Consultants Group, Inc. | 14,563 | $605.5K | 0.36% | +14,563 | New |
| Norinchukin Bank, The | 14,562 | $605.5K | 0.01% | −2,457−14.4% | Reduced |
| Sassicaia Capital Advisers LLC | 14,500 | $602.9K | 14.58% | +14,500 | New |
| Advisors Preferred, LLC | 14,306 | $600.9K | 0.10% | −4,225−22.8% | Reduced |
| Humankind Investments LLC | 14,427 | $599.9K | 0.15% | +8,638+149.2% | Added |
| BLI - Banque de Luxembourg Investments | 15,000 | $590.7K | 0.02% | +15,000 | New |
| E. Ohman J:or Asset Management AB | 14,100 | $586.3K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 13,917 | $579.0K | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 13,458 | $559.6K | 0.00% | +2,240+20.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,431 | $558.4K | 0.00% | +5,078+60.8% | Added |
| Scientech Research LLC | 13,344 | $554.8K | 0.16% | +13,344 | New |
| Pathstone Holdings, LLC | 12,897 | $536.5K | 0.00% | −2,780−17.7% | Reduced |
| Nisa Investment Advisors, LLC | 12,778 | $531.3K | 0.00% | −2,113−14.2% | Reduced |
| Sender Co & Partners, Inc. | 12,751 | $530.2K | 0.66% | +12,751 | New |
| Wealthfront Advisers LLC | 12,750 | $530.1K | 0.00% | −161−1.2% | Reduced |
| Blackstone Group Inc. | 12,613 | $524.4K | 0.00% | 00.0% | Unchanged |
| Old Port Advisors | 12,576 | $522.9K | 0.15% | −610−4.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,499 | $519.7K | 0.02% | +1,715+15.9% | Added |
| Arkadios Wealth Advisors | 12,265 | $510.0K | 0.03% | +836+7.3% | Added |
| Prudential PLC | 12,210 | $507.7K | 0.00% | +6,722+122.5% | Added |
| Aster Capital Management (DIFC) Ltd | 11,987 | $498.4K | 0.19% | +11,987 | New |
| McAdam, LLC | 11,768 | $489.3K | 0.03% | +562+5.0% | Added |
| Cerity Partners LLC | 8,343 | $487.0K | 0.00% | −5,426−39.4% | Reduced |
| Shelton Capital Management | 11,672 | $485.3K | 0.01% | −46,312−79.9% | Reduced |
| Avantax Advisory Services, Inc. | 11,622 | $483.2K | 0.00% | +11,622 | New |
| Commerzbank Aktiengesellschaft | 12,261 | $483.0K | 0.01% | +6,174+101.4% | Added |
| Ci Investments Inc. | 11,486 | $478.0K | 0.00% | +2,546+28.5% | Added |
| Syon Capital LLC | 11,134 | $463.0K | 0.04% | +11,134 | New |
| Aufman Associates Inc | 11,066 | $460.1K | 0.31% | +2,299+26.2% | Added |
| Cohen Capital Management, Inc. | 10,938 | $454.8K | 0.08% | +1,984+22.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,753 | $447.1K | 0.01% | +32+0.3% | Added |
| Probity Advisors, Inc. | 10,746 | $446.8K | 0.09% | +5,902+121.8% | Added |
| Natixis Advisors, L.P. | 10,405 | $433.0K | 0.00% | −1,169−10.1% | Reduced |
| GSB Wealth Management, LLC | 10,301 | $428.3K | 0.11% | +5,009+94.7% | Added |
| John G Ullman & Associates Inc | 10,300 | $428.3K | 0.06% | −39,350−79.3% | Reduced |
| Symmetry Investments LP | 10,162 | $422.5K | 0.03% | +10,162 | New |
| Kestra Advisory Services, LLC | 10,106 | $420.2K | 0.00% | +1,269+14.4% | Added |
| Intact Investment Management Inc. | 10,100 | $420.0K | 0.01% | +10,100 | New |
| Janney Montgomery Scott LLC | 10,081 | $419.0K | 0.00% | −2,686−21.0% | Reduced |
| Howard Capital Management Inc. | 9,994 | $415.6K | 0.01% | +297+3.1% | Added |
| Oppenheimer & Co Inc | 9,964 | $414.3K | 0.01% | −27,823−73.6% | Reduced |
| Allstate Corp | 9,514 | $395.6K | 0.01% | +9,514 | New |
| Brandywine Managers, LLC | 9,510 | $395.4K | 0.42% | 00.0% | Unchanged |
| Tema ETFs LLC | 9,475 | $394.0K | 0.16% | +9,475 | New |
| Quantbot Technologies LP | 9,307 | $387.0K | 0.01% | +7,066+315.3% | Added |
| Rathbone Brothers plc | 9,230 | $383.8K | 0.00% | −1,744−15.9% | Reduced |
| United Capital Financial Advisers, LLC | 9,059 | $376.7K | 0.00% | +2,972+48.8% | Added |
| ADAR1 Capital Management, LLC | 9,000 | $374.2K | 0.08% | +9,000 | New |
| GF Fund Management Co. Ltd. | 8,951 | $372.2K | 0.01% | +8,951 | New |
| Capital Counsel LLC | 8,740 | $363.4K | 0.02% | −330−3.6% | Reduced |
| Empirical Finance, LLC | 8,591 | $357.2K | 0.02% | −22−0.3% | Reduced |
| New Insight Wealth Advisors | 8,545 | $355.3K | 0.18% | +358+4.4% | Added |
| Virtus ETF Advisers LLC | 8,166 | $339.5K | 0.14% | +5,898+260.1% | Added |
| Eqis Capital Management, Inc. | 8,071 | $335.6K | 0.03% | +2,701+50.3% | Added |
| Eisler Capital Management Ltd. | 7,946 | $333.7K | 0.01% | +7,946 | New |
| Everence Capital Management Inc | 7,940 | $330.0K | 0.02% | −1,390−14.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,911 | $329.0K | 0.00% | −958−10.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 7,861 | $327.0K | 0.00% | −40,902−83.9% | Reduced |
| V-Square Quantitative Management LLC | 7,797 | $324.2K | 0.05% | +2,148+38.0% | Added |
| Atria Wealth Solutions, Inc. | 7,795 | $324.1K | 0.00% | +1,694+27.8% | Added |
| Patten & Patten Inc | 7,503 | $312.0K | 0.02% | −1,510−16.8% | Reduced |
| Rakuten Securities, Inc. | 7,499 | $311.8K | 0.12% | +6,558+696.9% | Added |
| Sit Investment Associates Inc | 7,409 | $308.0K | 0.01% | −10,675−59.0% | Reduced |
| Mercer Global Advisors Inc | 7,394 | $307.5K | 0.00% | −7,242−49.5% | Reduced |
| Brown Advisory Inc | 7,325 | $304.6K | 0.00% | −772−9.5% | Reduced |
| CIBC Private Wealth Group, LLC | 7,046 | $304.2K | 0.00% | +2,979+73.2% | Added |
| Summit Trail Advisors, LLC | 7,281 | $302.7K | 0.01% | +1,927+36.0% | Added |
| Fifth Third Bancorp | 7,261 | $301.9K | 0.00% | −59−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 7,193 | $299.5K | 0.01% | −55−0.8% | Reduced |
| Ieq Capital, LLC | 7,194 | $299.1K | 0.00% | +7,194 | New |
| QRG Capital Management, Inc. | 7,124 | $296.2K | 0.00% | −8,666−54.9% | Reduced |
| Pensionmark Financial Group, LLC | 7,099 | $295.2K | 0.01% | +7,099 | New |
| Campbell & CO Investment Adviser LLC | 7,027 | $292.2K | 0.02% | −8,439−54.6% | Reduced |
| Willner & Heller, LLC | 7,020 | $291.9K | 0.26% | −275−3.8% | Reduced |
| Chelsea Counsel Co | 6,859 | $285.2K | 0.15% | −545−7.4% | Reduced |
| Scotia Capital Inc. | 6,841 | $284.5K | 0.00% | −12,735−65.1% | Reduced |