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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 1,013 | $42.1K | 0.00% | +343+51.2% | Added |
| 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 |
| Sachetta, LLC | 997 | $41.5K | 0.02% | −11−1.1% | Reduced |
| Center for Financial Planning, Inc. | 988 | $41.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Crowley Wealth Management, Inc. | 975 | $40.5K | 0.04% | +975 | New |
| Asset Dedication, LLC | 950 | $39.5K | 0.00% | −68−6.7% | Reduced |
| 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 |
| Compass Planning Associates Inc | 900 | $37.4K | 0.04% | +900 | New |
| Venturi Wealth Management, LLC | 896 | $37.3K | 0.00% | +664+286.2% | Added |
| Harbour Investments, Inc. | 890 | $37.0K | 0.00% | +16+1.8% | Added |
| Geneos Wealth Management Inc. | 882 | $36.7K | 0.00% | −1,212−57.9% | 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 |
| 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 |
| Bryn Mawr Trust Co | 786 | $32.7K | 0.00% | +587+295.0% | Added |
| Skopos Labs, Inc. | 778 | $32.4K | 0.01% | −416−34.8% | Reduced |
| Umb Bank N A | 771 | $32.1K | 0.00% | +219+39.7% | Added |
| Deseret Mutual Benefit Administrators | 736 | $30.6K | 0.02% | +208+39.4% | Added |
| Sittner & Nelson, LLC | 690 | $28.7K | 0.01% | −300−30.3% | Reduced |
| Mather Group, LLC. | 678 | $28.2K | 0.00% | −603−47.1% | Reduced |
| Bokf, NA | 664 | $28.1K | 0.00% | −15,125−95.8% | Reduced |
| Close Asset Management Ltd | 675 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 672 | $27.9K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 669 | $27.8K | 0.02% | +669 | New |
| IFP Advisors, Inc | 560 | $25.9K | 0.00% | −55−8.9% | Reduced |
| Canton Hathaway, LLC | 601 | $25.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 600 | $24.9K | 0.00% | +215+55.8% | Added |
| Rothschild Investment LLC | 581 | $24.2K | 0.00% | +199+52.1% | Added |
| Murphy & Mullick Capital Management Corp | 578 | $24.0K | 0.02% | +578 | New |
| Proequities, Inc. | 601 | $23.1K | 0.00% | −49−7.5% | Reduced |
| Stephens Consulting, LLC | 546 | $22.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 544 | $22.6K | 0.00% | +537+7,671.4% | Added |
| Smartleaf Asset Management LLC | 563 | $22.2K | 0.00% | −476−45.8% | Reduced |
| Tompkins Financial Corp | 510 | $21.2K | 0.00% | +283+124.7% | Added |
| JFS Wealth Advisors, LLC | 509 | $21.2K | 0.00% | −51−9.1% | Reduced |
| Brown Brothers Harriman & Co | 509 | $21.2K | 0.00% | −23−4.3% | Reduced |
| Capital Advisors, Ltd. LLC | 507 | $21.0K | 0.00% | +7+1.4% | Added |
| Private Trust Co NA | 505 | $21.0K | 0.00% | +226+81.0% | Added |
| Archer Investment Corp | 500 | $20.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 486 | $20.2K | 0.02% | +486 | New |
| Brown, Lisle/Cummings, Inc. | 475 | $19.8K | 0.01% | −1,160−70.9% | Reduced |
| Hexagon Capital Partners LLC | 455 | $18.9K | 0.00% | +125+37.9% | Added |
| UMA Financial Services, Inc. | 448 | $18.6K | 0.00% | +448 | New |
| GeoWealth Management, LLC | 413 | $17.2K | 0.00% | −201−32.7% | Reduced |
| Federated Hermes, Inc. | 406 | $16.9K | 0.00% | −1,844−82.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $16.6K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $16.6K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 563 | $16.5K | 0.01% | +563 | New |
| Valley National Advisers Inc | 394 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 370 | $15.4K | 0.00% | +370 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 367 | $15.3K | 0.00% | −2,284−86.2% | Reduced |
| Assetmark, Inc | 367 | $15.2K | 0.00% | +136+58.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 360 | $15.0K | 0.03% | −340−48.6% | Reduced |
| SRS Capital Advisors, Inc. | 321 | $13.3K | 0.00% | +219+214.7% | Added |
| Country Trust Bank | 318 | $13.2K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 316 | $13.1K | 0.01% | +316 | New |
| Colonial Trust Co | 315 | $13.1K | 0.00% | +9+2.9% | Added |
| Versant Capital Management, Inc | 313 | $13.0K | 0.00% | +196+167.5% | Added |
| GPS Wealth Strategies Group, LLC | 308 | $12.8K | 0.00% | −170−35.6% | Reduced |
| Bank & Trust Co | 306 | $12.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 305 | $12.7K | 0.01% | −19−5.9% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 304 | $12.6K | 0.00% | +304 | New |
| Catalyst Capital Advisors LLC | 301 | $12.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $12.5K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 290 | $12.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 290 | $12.1K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $12.0K | 0.00% | −1,500−83.3% | Reduced |
| XY Capital Ltd | 277 | $11.5K | 0.01% | +277 | New |
| First Pacific Financial | 266 | $11.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 266 | $11.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 275 | $11.0K | 0.01% | +117+74.1% | Added |
| Armstrong Advisory Group, Inc | 263 | $10.9K | 0.00% | −100−27.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 260 | $10.8K | 0.00% | −504−66.0% | Reduced |
| Accredited Wealth Management, LLC | 250 | $10.4K | 0.01% | +250 | New |
| Financial Perspectives, Inc | 230 | $9.56K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 223 | $8.78K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $8.73K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 207 | $8.61K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 203 | $8.44K | 0.01% | +203 | New |
| Old Point Trust & Financial Services N A | 200 | $8.32K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $8.32K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $8.32K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $8.32K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $8.32K | 0.00% | +200 | New |
| CarsonAllaria Wealth Management, Ltd. | 196 | $8.15K | 0.00% | +84+75.0% | Added |
| SOA Wealth Advisors, LLC. | 195 | $8.11K | 0.00% | −71−26.7% | Reduced |
| Bruce G. Allen Investments, LLC | 194 | $8.07K | 0.01% | +187+2,671.4% | Added |
| Capital Analysts, LLC | 199 | $8.00K | 0.00% | +21+11.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 175 | $7.29K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 175 | $7.28K | 0.00% | −114−39.4% | Reduced |
| Hurley Capital, LLC | 167 | $7.25K | 0.01% | +167 | New |
| Optimum Investment Advisors | 170 | $7.07K | 0.00% | −734−81.2% | Reduced |
| GW&K Investment Management, LLC | 160 | $7.00K | 0.00% | +10+6.7% | Added |
| Cassady Schiller Wealth Management, LLC | 166 | $6.90K | 0.00% | +16+10.7% | Added |
| Flagship Wealth Advisors, LLC | 160 | $6.65K | 0.00% | +160 | New |