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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; 784 institutions reported holding it in 13F filings for Q2 2026, worth $22.3B in total; no superinvestor holds it.

13F holders, Q1 2025

Institutional positions in Moderna, Inc. as of Mar 31, 2025. 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
696
−42 vs. Q4 2024
Shares held
282.1M
+5.89M (+2.1%) vs. Q4 2024
Total value
$8.00B
−$3.49B (−30.4%) vs. Q4 2024
New holders
87
263 more added
Sold out
129
208 more reduced

12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 696 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: 784 institutions
Value heldQ1 2025: $8.00B
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 2026784$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, Q1 2025

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q4 2024.

Institutions holding MRNA in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management28$00.00%−16−36.4%Reduced
Avion Wealth12$00.00%+12New
DiNuzzo Private Wealth, Inc.1$290.00%−1−50.0%Reduced
DHJJ Financial Advisors, Ltd.1$290.00%00.0%Unchanged
Wood Tarver Financial Group, LLC1$290.00%00.0%Unchanged
CNB Bank2$570.00%00.0%Unchanged
American Capital Advisory, LLC2$570.00%+2New
ROSS\JOHNSON & Associates LLC2$570.00%+2New
MPWM Advisory Solutions, LLC3$850.00%00.0%Unchanged
BankPlus Trust Department3$850.00%+3New
Quest 10 Wealth Builders, Inc.3$870.00%+3New
TruNorth Capital Management, LLC4$1130.00%00.0%Unchanged
Whipplewood Advisors, LLC42$1130.00%+38+950.0%Added
Whittier Trust Co of Nevada Inc5$1410.00%+5New
WealthTrak Capital Management LLC5$1420.00%−5−50.0%Reduced
Core Alternative Capital5$1420.00%00.0%Unchanged
Strengthening Families & Communities, LLC6$1700.00%00.0%Unchanged
Winch Advisory Services, LLC7$1980.00%00.0%Unchanged
Valued Wealth Advisors LLC8$2270.00%−5−38.5%Reduced
Cheviot Value Management, LLC9$2510.00%+9New
Winnow Wealth LLC10$2560.00%+4+66.7%Added
Tompkins Financial Corp10$2840.00%−500−98.0%Reduced
Carolinas Wealth Consulting LLC10$2840.00%−5−33.3%Reduced
Plante Moran Financial Advisors, LLC10$2840.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC10$2840.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC10$2840.00%00.0%Unchanged
Sunbelt Securities, Inc.10$2840.00%00.0%Unchanged
Osterweis Capital Management Inc10$2840.00%+10New
Principia Wealth Advisory, LLC11$2930.00%+4+57.1%Added
PFS Partners, LLC11$3090.00%00.0%Unchanged
Curio Wealth, LLC1$3330.00%+1New
Carolina Wealth Advisors, LLC12$3400.00%00.0%Unchanged
Addison Advisors LLC12$3410.00%−13−52.0%Reduced
Cedar Mountain Advisors, LLC13$3690.00%00.0%Unchanged
IMG Wealth Management, Inc.13$3690.00%00.0%Unchanged
LRI Investments, LLC13$3690.00%+1+8.3%Added
WestEnd Advisors, LLC13$3690.00%+9+225.0%Added
Aventura Private Wealth, LLC14$3970.00%−1−6.7%Reduced
Fairscale Capital, LLC14$3970.00%00.0%Unchanged
Catherine Avery Investment Management LLC14$3970.00%00.0%Unchanged
WPG Advisers, LLC15$4250.00%00.0%Unchanged
Wolff Wiese Magana LLC15$4260.00%+15New
NVWM, LLC16$4540.00%+6+60.0%Added
GKV Capital Management Co., Inc.17$4820.00%00.0%Unchanged
Bell Investment Advisors, Inc20$5670.00%−6−23.1%Reduced
Trivant Custom Portfolio Group, LLC20$5670.00%00.0%Unchanged
PayPay Securities Corp20$5860.03%−4−16.7%Reduced
Cornerstone Planning Group LLC23$6100.00%+23New
Dunhill Financial, LLC23$6570.00%+6+35.3%Added
Pacific Center for Financial Services24$6810.00%00.0%Unchanged
Peoples Bank25$7080.00%00.0%Unchanged
McIlrath & Eck, LLC25$7090.00%00.0%Unchanged
Gen-Wealth Partners Inc25$7090.00%00.0%Unchanged
Trifecta Capital Advisors, LLC25$7090.00%+25New
Kennebec Savings Bank26$7370.00%00.0%Unchanged
Chesapeake Asset Management LLC26$7370.00%+26New
Salomon & Ludwin, LLC28$7940.00%00.0%Unchanged
Creative Financial Designs Inc29$8220.00%+5+20.8%Added
JDM Financial Group LLC30$8510.00%00.0%Unchanged
Raffa Wealth Management, LLC31$8790.00%−12−27.9%Reduced
DecisionPoint Financial, LLC31$8790.00%00.0%Unchanged
Signature Resources Capital Management, LLC32$9070.00%00.0%Unchanged
Washington Trust Advisors, Inc.35$9920.00%00.0%Unchanged
Smithfield Trust Co20$1.00K0.00%00.0%Unchanged
West Paces Advisors Inc.36$1.02K0.00%−7−16.3%Reduced
Financial Network Wealth Advisors LLC36$1.02K0.00%+36New
Glen Eagle Advisors, LLC37$1.05K0.00%−22−37.3%Reduced
Bartlett & Co. Wealth Management LLC38$1.08K0.00%+3+8.6%Added
Y.D. More Investments Ltd40$1.12K0.00%+40New
GHP Investment Advisors, Inc.40$1.13K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC40$1.13K0.00%+40New
Smallwood Wealth Investment Management, LLC41$1.16K0.00%+41New
West Branch Capital LLC42$1.19K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.43$1.22K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.45$1.28K0.00%00.0%Unchanged
Pacifica Partners Inc.50$1.29K0.00%−100−66.7%Reduced
True Wealth Design, LLC46$1.30K0.00%+41+820.0%Added
Blume Capital Management, Inc.49$1.39K0.00%+4+8.9%Added
Piscataqua Savings Bank50$1.42K0.00%−100−66.7%Reduced
Community Bank, N.A.50$1.42K0.00%00.0%Unchanged
HM Payson & Co50$1.42K0.00%00.0%Unchanged
Bernard Wealth Management Corp.50$1.42K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc50$1.42K0.00%+50New
Key Financial Inc51$1.45K0.00%00.0%Unchanged
Hughes Financial Services, LLC57$1.55K0.00%+57New
Insight Financial Services55$1.56K0.00%00.0%Unchanged
Abound Wealth Management55$1.56K0.00%−3−5.2%Reduced
Salem Investment Counselors Inc55$1.56K0.00%00.0%Unchanged
PSI Advisors, LLC55$1.56K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.59$1.67K0.00%−262−81.6%Reduced
Painted Porch Advisors LLC60$1.70K0.00%+60New
Louisbourg Investments Inc.62$1.76K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC64$1.81K0.00%+54+540.0%Added
Capital A Wealth Management, LLC65$1.84K0.00%00.0%Unchanged
Sierra Ocean, LLC67$1.90K0.00%−36−35.0%Reduced
MorganRosel Wealth Management, LLC67$1.90K0.00%+67New
Clear Investment Research, LLC68$1.93K0.00%+29+74.4%Added
Eq Wealth Advisors, LLC69$1.96K0.00%+69New
CX Institutional84$2.00K0.00%+84New
BFSG, LLC79$2.24K0.00%+59+295.0%Added