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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 82 | $2.33K | 0.00% | −30−26.8% | Reduced |
| Global Financial Private Client, LLC | 83 | $2.35K | 0.00% | +5+6.4% | Added |
| Golden State Wealth Management, LLC | 83 | $2.35K | 0.00% | −63−43.2% | Reduced |
| PFG Private Wealth Management, LLC | 84 | $2.38K | 0.00% | +84 | New |
| Millstone Evans Group, LLC | 87 | $2.47K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 99 | $2.81K | 0.00% | −901−90.1% | Reduced |
| Field & Main Bank | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 102 | $2.89K | 0.00% | −6,757−98.5% | Reduced |
| Manchester Capital Management LLC | 102 | $2.89K | 0.00% | +33+47.8% | Added |
| Brown Shipley& Co Ltd | 104 | $2.95K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 97 | $3.00K | 0.00% | −13−11.8% | Reduced |
| ORG Partners LLC | 116 | $3.14K | 0.00% | +34+41.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 111 | $3.15K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 120 | $3.40K | 0.00% | +8+7.1% | Added |
| Atlantic Trust, LLC | 120 | $3.40K | 0.00% | +120 | New |
| Continuum Advisory, LLC | 127 | $3.60K | 0.00% | −32−20.1% | Reduced |
| MB, Levis & Associates, LLC | 127 | $3.60K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 129 | $3.66K | 0.02% | +129 | New |
| Lowe Wealth Advisors, LLC | 130 | $3.69K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 130 | $3.69K | 0.00% | +124+2,066.7% | Added |
| Toth Financial Advisory Corp | 135 | $3.83K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 136 | $3.86K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 140 | $3.97K | 0.00% | −54−27.8% | Reduced |
| CVA Family Office, LLC | 141 | $4.00K | 0.00% | −403−74.1% | Reduced |
| Centricity Wealth Management, LLC | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 155 | $4.00K | 0.00% | +155 | New |
| AdvisorNet Financial, Inc | 142 | $4.03K | 0.00% | +138+3,450.0% | Added |
| Private Wealth Asset Management, LLC | 147 | $4.17K | 0.00% | +147 | New |
| Ancora Advisors, LLC | 149 | $4.22K | 0.00% | −4−2.6% | Reduced |
| Ransom Advisory, Ltd | 150 | $4.25K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $4.25K | 0.00% | 00.0% | Unchanged |
| City State Bank | 150 | $4.25K | 0.00% | +50+50.0% | Added |
| Proffitt & Goodson Inc | 150 | $4.25K | 0.00% | +150 | New |
| First Horizon Advisors, Inc. | 158 | $4.48K | 0.00% | +64+68.1% | Added |
| Flagship Wealth Advisors, LLC | 160 | $4.54K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 175 | $4.64K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 167 | $4.73K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 169 | $4.79K | 0.00% | +40+31.0% | Added |
| S&T Bank | 176 | $4.99K | 0.00% | +176 | New |
| GW&K Investment Management, LLC | 194 | $5.00K | 0.00% | +34+21.3% | Added |
| South State Corp. | 184 | $5.22K | 0.00% | +184 | Added |
| Geneos Wealth Management Inc. | 185 | $5.25K | 0.00% | −697−79.0% | Reduced |
| SOA Wealth Advisors, LLC. | 195 | $5.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 197 | $5.58K | 0.00% | +44+28.8% | Added |
| Accredited Wealth Management, LLC | 200 | $5.67K | 0.00% | −50−20.0% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $5.67K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $5.67K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $5.67K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $5.67K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 200 | $5.67K | 0.00% | +150+300.0% | Added |
| Innovative Advisory Group, LLC | 203 | $5.75K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 207 | $5.87K | 0.00% | +207 | New |
| Center for Financial Planning, Inc. | 210 | $5.95K | 0.00% | −778−78.7% | Reduced |
| Farmers & Merchants Investments Inc | 210 | $5.95K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 199 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 213 | $6.04K | 0.00% | +176+475.7% | Added |
| Zions Bancorporation, National Association | 225 | $6.38K | 0.00% | +225 | New |
| Financial Perspectives, Inc | 230 | $6.52K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 234 | $6.63K | 0.00% | +38+19.4% | Added |
| Concord Wealth Partners | 240 | $6.80K | 0.00% | +108+81.8% | Added |
| Quintet Private Bank (Europe) S.A. | 252 | $7.14K | 0.00% | +202+404.0% | Added |
| Covestor Ltd | 278 | $8.00K | 0.01% | +3+1.1% | Added |
| Westside Investment Management, Inc. | 300 | $8.15K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 290 | $8.22K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 290 | $8.22K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 294 | $8.34K | 0.00% | +87+42.0% | Added |
| New England Capital Financial Advisors LLC | 300 | $8.51K | 0.00% | +100+50.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 304 | $8.62K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 306 | $8.68K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 318 | $9.02K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 325 | $9.21K | 0.02% | −35−9.7% | Reduced |
| Colonial Trust Co | 340 | $9.64K | 0.00% | +25+7.9% | Added |
| GPS Wealth Strategies Group, LLC | 358 | $10.2K | 0.00% | +50+16.2% | Added |
| Rise Advisors, LLC | 378 | $10.7K | 0.00% | +73+23.9% | Added |
| Armstrong Advisory Group, Inc | 263 | $10.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 395 | $11.0K | 0.01% | −1,854−82.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $11.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $11.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 400 | $11.3K | 0.00% | +293+273.8% | Added |
| Brown Brothers Harriman & Co | 440 | $12.5K | 0.00% | −69−13.6% | Reduced |
| Hexagon Capital Partners LLC | 449 | $12.7K | 0.00% | −6−1.3% | Reduced |
| Rothschild Investment LLC | 474 | $13.4K | 0.00% | −107−18.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 475 | $13.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 500 | $14.2K | 0.05% | +500 | New |
| Parkworth Wealth Management, Inc. | 500 | $14.2K | 0.01% | +500 | New |
| IFP Advisors, Inc | 437 | $14.2K | 0.00% | −123−22.0% | Reduced |
| JFS Wealth Advisors, LLC | 508 | $14.4K | 0.00% | −1−0.2% | Reduced |
| Ofi Invest Asset Management | 582 | $15.3K | 0.00% | −611−51.2% | Reduced |
| EverSource Wealth Advisors, LLC | 540 | $15.3K | 0.00% | +365+208.6% | Added |
| Assetmark, Inc | 546 | $15.5K | 0.00% | +179+48.8% | Added |
| Stephens Consulting, LLC | 546 | $15.5K | 0.00% | 00.0% | Unchanged |