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 |
|---|---|---|---|---|---|
| Prakash Investment Advisors LLC | 6,800 | $282.7K | 0.28% | +6,800 | New |
| Profit Investment Management, LLC | 6,786 | $282.2K | 0.23% | −256−3.6% | Reduced |
| APG Asset Management US Inc. | 6,752 | $280.7K | 0.00% | −953−12.4% | Reduced |
| PDT Partners, LLC | 6,745 | $280.5K | 0.02% | −14,555−68.3% | Reduced |
| Siemens Fonds Invest GmbH | 7,080 | $278.8K | 0.03% | −2,020−22.2% | Reduced |
| Everett Harris & Co | 6,602 | $274.5K | 0.00% | +6,602 | New |
| Vestcor Inc | 6,569 | $273.0K | 0.01% | +855+15.0% | Added |
| Apollon Wealth Management, LLC | 6,460 | $268.6K | 0.01% | +1,396+27.6% | Added |
| Centaurus Financial, Inc. | 6,287 | $261.0K | 0.02% | −13−0.2% | Reduced |
| National Asset Management, Inc. | 6,158 | $256.1K | 0.01% | +929+17.8% | Added |
| Newlands Management Operations LLC | 6,053 | $251.7K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,040 | $251.1K | 0.00% | +752+14.2% | Added |
| PKO Investment Management Joint-Stock Co | 6,000 | $249.5K | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,956 | $247.7K | 0.00% | +5,956 | New |
| Gsa Capital Partners LLP | 5,944 | $247.0K | 0.02% | +302+5.4% | Added |
| Linden Thomas Advisory Services, LLC | 5,918 | $246.1K | 0.03% | +6+0.1% | Added |
| Capula Management Ltd | 5,914 | $245.9K | 0.00% | +5,914 | New |
| Wedbush Securities Inc | 5,902 | $245.0K | 0.01% | +1,686+40.0% | Added |
| Empowered Funds, LLC | 5,781 | $240.4K | 0.00% | +582+11.2% | Added |
| SeaCrest Wealth Management, LLC | 5,778 | $240.2K | 0.03% | −213−3.6% | Reduced |
| Sherbrooke Park Advisers LLC | 5,710 | $237.4K | 0.08% | +5,710 | New |
| Motley Fool Asset Management LLC | 5,668 | $235.7K | 0.01% | −9,800−63.4% | Reduced |
| Claro Advisors LLC | 5,627 | $234.0K | 0.03% | −1,184−17.4% | Reduced |
| Glenmede Trust Co NA | 5,570 | $231.6K | 0.00% | +5,570 | New |
| Modera Wealth Management, LLC | 5,562 | $231.3K | 0.00% | +5,562 | New |
| Abn Amro Investment Solutions | 5,467 | $227.3K | 0.00% | +1,774+48.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,441 | $226.2K | 0.06% | +725+15.4% | Added |
| National Philanthropic Trust | 5,430 | $225.8K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,419 | $225.3K | 0.00% | +5,419 | New |
| Alpine Global Management, LLC | 5,399 | $224.5K | 0.07% | +5,399 | New |
| Boston Family Office LLC | 5,362 | $223.0K | 0.02% | −3,980−42.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,300 | $220.4K | 0.02% | +5,300 | New |
| Advisors Asset Management, Inc. | 5,286 | $219.8K | 0.00% | +546+11.5% | Added |
| Greenleaf Trust | 5,244 | $218.0K | 0.00% | +1,739+49.6% | Added |
| Prime Capital Investment Advisors, LLC | 5,188 | $215.7K | 0.00% | +5,188 | New |
| Westpac Banking Corp | 5,132 | $213.4K | 0.01% | +921+21.9% | Added |
| Coldstream Capital Management Inc | 5,049 | $209.9K | 0.00% | +1,440+39.9% | Added |
| MUFG Securities Americas Inc. | 5,000 | $207.9K | 0.03% | +5,000 | New |
| Bessemer Group Inc | 4,962 | $206.0K | 0.00% | −658−11.7% | Reduced |
| Washington Trust Co | 4,928 | $204.9K | 0.01% | −121−2.4% | Reduced |
| CAPROCK Group, Inc. | 4,886 | $203.2K | 0.01% | +4,886 | New |
| Moloney Securities Asset Management, LLC | 4,854 | $201.8K | 0.03% | −5,406−52.7% | Reduced |
| Truist Financial Corp | 4,839 | $201.2K | 0.00% | −6,646−57.9% | Reduced |
| Integral Investment Advisors, Inc. | 4,819 | $200.4K | 0.06% | +4,819 | New |
| Wetherby Asset Management Inc | 4,812 | $200.1K | 0.01% | +4,812 | New |
| XTX Topco Ltd | 4,812 | $200.1K | 0.02% | −23,444−83.0% | Reduced |
| Horizon Investments, LLC | 4,678 | $194.5K | 0.01% | +82+1.8% | Added |
| Canada Post Corp Registered Pension Plan | 4,670 | $194.2K | 0.01% | +4,670 | New |
| Sectoral Asset Management Inc | 4,350 | $180.9K | 0.12% | −9,610−68.8% | Reduced |
| Price Jennifer C. | 4,000 | $166.3K | 0.22% | −1,000−20.0% | Reduced |
| Parallel Advisors, LLC | 3,952 | $164.4K | 0.00% | +605+18.1% | Added |
| Knuff & Co LLC | 3,877 | $161.2K | 0.05% | −855−18.1% | Reduced |
| Raiffeisen Bank International AG | 4,018 | $158.6K | 0.00% | +4,018 | New |
| Allianz SE | 3,842 | $151.3K | 0.00% | +2,792+265.9% | Added |
| Signaturefd, LLC | 3,618 | $150.4K | 0.00% | +535+17.4% | Added |
| Farther Finance Advisors, LLC | 3,519 | $146.3K | 0.01% | +2,615+289.3% | Added |
| Ameritas Investment Partners, Inc. | 3,509 | $145.9K | 0.00% | −11,567−76.7% | Reduced |
| TD Waterhouse Canada Inc. | 3,388 | $140.8K | 0.00% | +308+10.0% | Added |
| GAMMA Investing LLC | 3,173 | $131.9K | 0.01% | +768+31.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,162 | $131.5K | 0.00% | −1,584−33.4% | Reduced |
| Kinneret Advisory, LLC | 3,002 | $124.8K | 0.01% | −139−4.4% | Reduced |
| MAI Capital Management | 2,947 | $122.5K | 0.00% | +2,947 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,772 | $115.2K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,669 | $110.0K | 0.00% | −11,516−81.2% | Reduced |
| Investors Research Corp | 2,527 | $105.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,520 | $104.8K | 0.01% | +697+38.2% | Added |
| Elkhorn Partners Limited Partnership | 2,500 | $104.0K | 0.07% | +300+13.6% | Added |
| Global Retirement Partners, LLC | 2,334 | $97.0K | 0.00% | −292−11.1% | Reduced |
| Point72 (DIFC) Ltd | 2,263 | $94.1K | 0.01% | +2,263 | New |
| FNY Investment Advisers, LLC | 2,249 | $93.0K | 0.05% | +2,234+14,893.3% | Added |
| Caitong International Asset Management Co., Ltd | 2,123 | $88.3K | 0.09% | +2,123 | New |
| Central Trust Co | 2,031 | $84.4K | 0.00% | −6,245−75.5% | Reduced |
| Quest Partners LLC | 2,013 | $83.7K | 0.01% | −2,554−55.9% | Reduced |
| Parkside Financial Bank & Trust | 1,872 | $77.8K | 0.01% | +624+50.0% | Added |
| Cornerstone Advisors, LLC | 1,800 | $74.8K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,772 | $73.7K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,901 | $73.2K | 0.00% | +281+17.3% | Added |
| Ronald Blue Trust, Inc. | 1,755 | $73.0K | 0.00% | +1,024+140.1% | Added |
| Principal Securities, Inc. | 1,694 | $70.4K | 0.00% | −70−4.0% | Reduced |
| Ameriflex Group, Inc. | 1,712 | $67.5K | 0.03% | +1,712 | New |
| First Command Advisory Services, Inc. | 1,602 | $66.6K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 1,600 | $66.5K | 0.06% | +1,600 | New |
| Huntington National Bank | 1,528 | $63.5K | 0.00% | +324+26.9% | Added |
| Resources Management Corp | 1,488 | $62.0K | 0.01% | −135−8.3% | Reduced |
| Crewe Advisors LLC | 1,414 | $58.8K | 0.01% | −46−3.2% | Reduced |
| American National Bank | 1,401 | $58.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,390 | $57.8K | 0.00% | −246−15.0% | Reduced |
| Sandy Spring Bank | 1,376 | $57.2K | 0.00% | −77−5.3% | Reduced |
| Larson Financial Group LLC | 1,266 | $52.6K | 0.00% | +356+39.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,265 | $52.6K | 0.02% | 00.0% | Unchanged |
| EMC Capital Management | 1,250 | $52.0K | 0.03% | +946+311.2% | Added |
| Lindbrook Capital, LLC | 1,173 | $48.8K | 0.00% | −99−7.8% | Reduced |
| Ofi Invest Asset Management | 1,193 | $47.9K | 0.00% | +1,193 | New |
| CBIZ Investment Advisory Services, LLC | 1,125 | $46.8K | 0.00% | +1,100+4,400.0% | Added |
| CoreCap Advisors, LLC | 1,118 | $46.5K | 0.00% | −98−8.1% | Reduced |
| Sound Income Strategies, LLC | 1,109 | $46.1K | 0.00% | +32+3.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,101 | $45.8K | 0.01% | −416−27.4% | Reduced |
| Vega Investment Solutions | 1,080 | $44.9K | 0.04% | +1,080 | New |
| Bullock Wealth Management Group | 1,062 | $44.2K | 0.03% | −983−48.1% | Reduced |
| Massmutual Trust Co FSB | 1,057 | $44.0K | 0.00% | +389+58.2% | Added |