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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 159 | $6.61K | 0.00% | −1−0.6% | Reduced |
| Ancora Advisors, LLC | 153 | $6.36K | 0.00% | +2+1.3% | Added |
| Private Wealth Management Group, LLC | 153 | $6.36K | 0.00% | +53+53.0% | Added |
| Pacifica Partners Inc. | 150 | $6.30K | 0.00% | −30−16.7% | Reduced |
| Trust Co of Vermont | 150 | $6.24K | 0.00% | −300−66.7% | Reduced |
| Ransom Advisory, Ltd | 150 | $6.24K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 150 | $6.24K | 0.01% | −190−55.9% | Reduced |
| Golden State Wealth Management, LLC | 146 | $6.07K | 0.00% | +146 | New |
| Centricity Wealth Management, LLC | 141 | $5.86K | 0.01% | +141 | New |
| Synergy Financial Management, LLC | 86 | $5.75K | 0.00% | +86 | New |
| Atlantic Private Wealth, LLC | 136 | $5.66K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 135 | $5.61K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 132 | $5.49K | 0.00% | −378−74.1% | Reduced |
| Lowe Wealth Advisors, LLC | 130 | $5.41K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 129 | $5.36K | 0.00% | +26+25.2% | Added |
| MB, Levis & Associates, LLC | 127 | $5.28K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 122 | $5.07K | 0.00% | +122 | New |
| Hantz Financial Services, Inc. | 110 | $5.00K | 0.00% | −45−29.0% | Reduced |
| Hall Laurie J Trustee | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 117 | $4.87K | 0.01% | +117 | New |
| Clearstead Advisors, LLC | 112 | $4.66K | 0.00% | +5+4.7% | Added |
| Meeder Asset Management Inc | 112 | $4.66K | 0.00% | +12+12.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 111 | $4.62K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 110 | $4.57K | 0.00% | +110 | New |
| Bogart Wealth, LLC | 107 | $4.45K | 0.00% | −20−15.7% | Reduced |
| Brown Shipley& Co Ltd | 104 | $4.32K | 0.00% | +104 | New |
| Sierra Ocean, LLC | 103 | $4.28K | 0.00% | +103 | New |
| Atwood & Palmer Inc | 100 | $4.16K | 0.00% | −400−80.0% | Reduced |
| Delta Asset Management LLC | 100 | $4.16K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $4.16K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $4.16K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $4.16K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $4.16K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $4.16K | 0.00% | +50+100.0% | Added |
| Vision Financial Markets LLC | 100 | $4.16K | 0.00% | +100 | New |
| Field & Main Bank | 100 | $4.16K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 94 | $3.91K | 0.00% | −179−65.6% | Reduced |
| Millstone Evans Group, LLC | 87 | $3.62K | 0.00% | +87 | New |
| Raleigh Capital Management Inc. | 85 | $3.53K | 0.00% | +20+30.8% | Added |
| Modus Advisors, LLC | 84 | $3.49K | 0.00% | +84 | New |
| ORG Partners LLC | 82 | $3.39K | 0.00% | +34+70.8% | Added |
| Global Financial Private Client, LLC | 78 | $3.24K | 0.00% | −145−65.0% | Reduced |
| Manchester Capital Management LLC | 69 | $2.87K | 0.00% | −7−9.2% | Reduced |
| Capital A Wealth Management, LLC | 65 | $2.70K | 0.00% | +65 | New |
| Louisbourg Investments Inc. | 62 | $2.58K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 59 | $2.45K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 58 | $2.41K | 0.00% | +7+13.7% | Added |
| Salem Investment Counselors Inc | 55 | $2.29K | 0.00% | −154−73.7% | Reduced |
| PSI Advisors, LLC | 55 | $2.29K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 55 | $2.29K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 54 | $2.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 51 | $2.12K | 0.00% | −375−88.0% | Reduced |
| HM Payson & Co | 50 | $2.08K | 0.00% | −106−67.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 50 | $2.08K | 0.00% | −5−9.1% | Reduced |
| Truvestments Capital LLC | 50 | $2.08K | 0.00% | +50 | New |
| MRP Capital Investments, LLC | 50 | $2.08K | 0.00% | +50 | New |
| Stonebridge Financial Group, LLC | 50 | $2.08K | 0.00% | +50 | New |
| Bernard Wealth Management Corp. | 50 | $2.08K | 0.00% | +50 | New |
| Community Bank, N.A. | 50 | $2.08K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $2.00K | 0.00% | −824−94.3% | Reduced |
| Blume Capital Management, Inc. | 45 | $1.87K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 45 | $1.87K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 43 | $1.79K | 0.00% | −230−84.2% | Reduced |
| Cape Investment Advisory, Inc. | 43 | $1.79K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 43 | $1.79K | 0.00% | +35+437.5% | Added |
| West Branch Capital LLC | 42 | $1.75K | 0.00% | −59−58.4% | Reduced |
| GHP Investment Advisors, Inc. | 40 | $1.66K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 39 | $1.62K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 37 | $1.54K | 0.00% | −302−89.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 35 | $1.46K | 0.00% | −120−77.4% | Reduced |
| Washington Trust Advisors, Inc. | 35 | $1.46K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 33 | $1.37K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 32 | $1.33K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 31 | $1.29K | 0.00% | +31 | New |
| JDM Financial Group LLC | 30 | $1.25K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 30 | $1.25K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 28 | $1.16K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 27 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $1.08K | 0.00% | −46−63.9% | Reduced |
| McIlrath & Eck, LLC | 25 | $1.04K | 0.00% | −125−83.3% | Reduced |
| Addison Advisors LLC | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 44 | $1.00K | 0.00% | +37+528.6% | Added |
| Creative Financial Designs Inc | 24 | $998 | 0.00% | −10−29.4% | Reduced |
| PayPay Securities Corp | 24 | $998 | 0.04% | +13+118.2% | Added |
| Cullen/Frost Bankers, Inc. | 23 | $956 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 26 | $914 | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 20 | $832 | 0.00% | −100−83.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 20 | $832 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 20 | $832 | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 19 | $790 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $712 | 0.00% | −46−73.0% | Reduced |
| GKV Capital Management Co., Inc. | 17 | $707 | 0.00% | +17 | New |
| Carolinas Wealth Consulting LLC | 15 | $624 | 0.00% | +3+25.0% | Added |
| WPG Advisers, LLC | 15 | $624 | 0.00% | +15 | New |