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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.

Institutional holdersQ4 2024: 750 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 785 institutions
Value heldQ4 2024: $11.5B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026785$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q3 2024.

Institutions holding MRNA in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Aventura Private Wealth, LLC15$6240.00%+15New
Fairscale Capital, LLC14$5820.00%00.0%Unchanged
Catherine Avery Investment Management LLC14$5820.00%+14New
Cedar Mountain Advisors, LLC13$5410.00%−60−82.2%Reduced
Valued Wealth Advisors LLC13$5410.00%−3−18.8%Reduced
Grove Bank & Trust13$5410.00%+13New
IMG Wealth Management, Inc.13$5410.00%+13New
Iron Horse Wealth Management, LLC12$4990.00%00.0%Unchanged
LRI Investments, LLC12$4990.00%00.0%Unchanged
Carolina Wealth Advisors, LLC12$4990.00%+12New
Decker Retirement Planning Inc.12$4990.00%+12New
PFS Partners, LLC11$4530.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC10$4160.00%−200−95.2%Reduced
Prestige Wealth Management Group LLC10$4160.00%−31−75.6%Reduced
TFC Financial Management10$4160.00%−6−37.5%Reduced
Plante Moran Financial Advisors, LLC10$4160.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC10$4160.00%00.0%Unchanged
Fairfield Financial Advisors, LTD10$4160.00%00.0%Unchanged
NVWM, LLC10$4160.00%+10New
WealthTrak Capital Management LLC10$4160.00%+10New
Marshall & Sterling Wealth Advisors Inc.10$4160.00%+10New
Sunbelt Securities, Inc.10$3940.00%−659−98.5%Reduced
WR Wealth Planners, LLC9$3740.00%+2+28.6%Added
Nova Wealth Management, Inc.9$3740.00%+9New
Gordian Capital Singapore Pte Ltd9$3540.00%00.0%Unchanged
Winch Advisory Services, LLC7$2910.00%00.0%Unchanged
Principia Wealth Advisory, LLC7$2910.00%+7New
Winnow Wealth LLC6$2500.00%+6New
NewSquare Capital LLC6$2490.00%+6New
New Wave Wealth Advisors LLC6$2490.00%+6New
True Wealth Design, LLC5$2080.00%−5−50.0%Reduced
Core Alternative Capital5$2080.00%00.0%Unchanged
Capital & Planning, LLC5$2080.00%+5New
Chapman Financial Group, LLC5$2080.00%+5New
AdvisorNet Financial, Inc4$1720.00%−14−77.8%Reduced
WestEnd Advisors, LLC4$1660.00%00.0%Unchanged
TruNorth Capital Management, LLC4$1660.00%00.0%Unchanged
Whipplewood Advisors, LLC4$1660.00%+4New
MPWM Advisory Solutions, LLC3$1250.00%+3New
DiNuzzo Private Wealth, Inc.2$840.00%−16−88.9%Reduced
Rialto Wealth Management, LLC2$840.00%+2New
CNB Bank2$830.00%00.0%Unchanged
Hollencrest Capital Management1$420.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$420.00%00.0%Unchanged
Lam Group, Inc.1$420.00%00.0%Unchanged
South State Corp.0$80.00%0Unchanged
Ritter Daniher Financial Advisory LLC0$10.00%0Unchanged
Strengthening Families & Communities, LLC6$00.00%00.0%Unchanged
HBC Financial Services, PLLC5$00.00%00.0%Unchanged
Wood Tarver Financial Group, LLC1$00.00%+1New
Mawer Investment Management Ltd.0$00.00%−1,901,668−100.0%Sold out
ARK Investment Management LLCSuperinvestorARK Invest0$00.00%−1,163,946−100.0%Sold out
Nikko Asset Management Americas, Inc.0$00.00%−850,035−100.0%Sold out
LMR Partners LLP0$00.00%−350,133−100.0%Sold out
Shufro Rose & Co LLC0$00.00%−146,896−100.0%Sold out
Man Group plc0$00.00%−228,851−100.0%Sold out
NZS Capital, LLC0$00.00%−196,973−100.0%Sold out
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD0$00.00%−124,199−100.0%Sold out
Twin Tree Management, LP0$00.00%−104,797−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−102,898−100.0%Sold out
GTS Securities LLC0$00.00%−102,159−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−73,071−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−319,514−100.0%Sold out
Ninety One UK Ltd0$00.00%−68,283−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−67,000−100.0%Sold out
Engineers Gate Manager LP0$00.00%−56,067−100.0%Sold out
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD0$00.00%−44,347−100.0%Sold out
Factory Mutual Insurance Co0$00.00%−41,000−100.0%Sold out
Varma Mutual Pension Insurance Co0$00.00%−49,147−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−39,184−100.0%Sold out
Weiss Asset Management LP0$00.00%−36,954−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−31,205−100.0%Sold out
Slow Capital, Inc.0$00.00%−27,253−100.0%Sold out
IMC-Chicago, LLC0$00.00%−26,611−100.0%Sold out
Garda Capital Partners LP0$00.00%−25,699−100.0%Sold out
Arizona PSPRS Trust0$00.00%−25,100−100.0%Sold out
Kayne Anderson Rudnick Investment Management LLC0$00.00%−21,719−100.0%Sold out
Woodmont Investment Counsel LLC0$00.00%−21,188−100.0%Sold out
Richard P Slaughter Associates Inc0$00.00%−18,901−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−17,707−100.0%Sold out
Concorde Financial Corp0$00.00%−17,648−100.0%Sold out
Groupama Asset Managment0$00.00%−21,838−100.0%Sold out
Money Concepts Capital Corp0$00.00%−16,890−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−15,701−100.0%Sold out
Broderick Brian C0$00.00%−15,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−13,574−100.0%Sold out
Polianta Ltd0$00.00%−12,500−100.0%Sold out
Legato Capital Management LLC0$00.00%−12,385−100.0%Sold out
Nemes Rush Group LLC0$00.00%−7,745−100.0%Sold out
Legacy Private Trust Co.0$00.00%−11,872−100.0%Sold out
Caas Capital Management LP0$00.00%−11,812−100.0%Sold out
Entropy Technologies, LP0$00.00%−11,637−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−10,991−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−10,123−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−10,015−100.0%Sold out
Paragon Capital Management Inc0$00.00%−10,007−100.0%Sold out
Commerce Bank0$00.00%−9,471−100.0%Sold out
LM Advisors LLC0$00.00%−9,249−100.0%Sold out
Reynders McVeigh Capital Management, LLC0$00.00%−8,903−100.0%Sold out
FIL Ltd0$00.00%−8,889−100.0%Sold out