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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 512 | $15.9K | 0.00% | −51−9.1% | Reduced |
| Sachetta, LLC | 575 | $16.3K | 0.01% | −422−42.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 578 | $16.4K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 590 | $16.6K | 0.01% | +27+4.8% | Added |
| Bryn Mawr Trust Co | 601 | $17.0K | 0.00% | −185−23.5% | Reduced |
| Tortoise Investment Management, LLC | 602 | $17.1K | 0.00% | −70−10.4% | Reduced |
| Frazier Financial Advisors, LLC | 639 | $18.1K | 0.01% | +416+186.5% | Added |
| Activest Wealth Management | 651 | $18.5K | 0.00% | −287−30.6% | Reduced |
| Close Asset Management Ltd | 675 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 673 | $19.0K | 0.00% | +166+32.7% | Added |
| Sittner & Nelson, LLC | 690 | $19.6K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 700 | $19.8K | 0.02% | −275−28.2% | Reduced |
| Bokf, NA | 720 | $20.4K | 0.00% | +56+8.4% | Added |
| Private Trust Co NA | 727 | $20.6K | 0.00% | +222+44.0% | Added |
| UMA Financial Services, Inc. | 733 | $20.8K | 0.00% | +285+63.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 735 | $20.8K | 0.01% | +725+7,250.0% | Added |
| Valley National Advisers Inc | 759 | $21.0K | 0.00% | +365+92.6% | Added |
| Bullock Wealth Management Group | 777 | $21.1K | 0.01% | −285−26.8% | Reduced |
| Ostrum Asset Management | 779 | $22.1K | 0.00% | −21−2.6% | Reduced |
| TD Waterhouse Canada Inc. | 833 | $22.6K | 0.00% | −2,555−75.4% | Reduced |
| Harbor Investment Advisory, LLC | 818 | $23.2K | 0.00% | +18+2.3% | Added |
| S-Bank Fund Management Ltd | 885 | $25.1K | 0.00% | +885 | New |
| Compass Planning Associates Inc | 900 | $25.5K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 937 | $26.0K | 0.01% | +89+10.5% | Added |
| Sterling Capital Management LLC | 938 | $26.6K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 955 | $27.0K | 0.00% | −533−35.8% | Reduced |
| Sandy Spring Bank | 977 | $27.7K | 0.00% | −399−29.0% | Reduced |
| Shell Asset Management Co | 995 | $28.0K | 0.00% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 990 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,100 | $28.0K | 0.02% | +1,100 | New |
| Heritage Wealth Advisors | 1,000 | $28.4K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,004 | $28.5K | 0.00% | +1,004 | New |
| Harbour Investments, Inc. | 1,014 | $28.7K | 0.00% | +124+13.9% | Added |
| Itau Unibanco Holding S.A. | 1,013 | $29.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,056 | $29.9K | 0.01% | +1,056 | New |
| Umb Bank N A | 1,107 | $31.4K | 0.00% | +336+43.6% | Added |
| Sound Income Strategies, LLC | 1,109 | $31.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,113 | $31.6K | 0.00% | +163+17.2% | Added |
| CoreCap Advisors, LLC | 1,114 | $31.6K | 0.00% | −4−0.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,128 | $32.0K | 0.02% | +392+53.3% | Added |
| CBIZ Investment Advisory Services, LLC | 1,173 | $33.3K | 0.00% | +48+4.3% | Added |
| Lindbrook Capital, LLC | 1,174 | $33.3K | 0.00% | +1+0.1% | Added |
| National Pension Service | 1,212 | $34.4K | 0.00% | −519,526−99.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,250 | $35.0K | 0.00% | −13,750−91.7% | Reduced |
| Raiffeisen Bank International AG | 1,260 | $35.7K | 0.00% | −2,758−68.6% | Reduced |
| Coston, McIsaac & Partners | 1,279 | $36.0K | 0.01% | +1,160+974.8% | Added |
| Massmutual Trust Co FSB | 1,334 | $37.8K | 0.00% | +277+26.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,365 | $38.7K | 0.01% | +100+7.9% | Added |
| American National Bank | 1,401 | $39.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,414 | $40.1K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,512 | $42.9K | 0.02% | −200−11.7% | Reduced |
| Versant Capital Management, Inc | 1,593 | $45.2K | 0.01% | +1,280+408.9% | Added |
| Pilgrim Partners Asia Pte Ltd | 1,600 | $45.4K | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,602 | $45.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,680 | $47.6K | 0.00% | −75−4.3% | Reduced |
| Twin Lakes Capital Management, LLC | 1,772 | $50.2K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 1,800 | $51.0K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 1,880 | $53.3K | 0.03% | −30,604−94.2% | Reduced |
| Parkside Financial Bank & Trust | 1,972 | $55.9K | 0.01% | +100+5.3% | Added |
| Central Trust Co | 2,031 | $57.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,035 | $57.7K | 0.01% | +1,257+161.6% | Added |
| Huntington National Bank | 2,064 | $58.5K | 0.00% | +536+35.1% | Added |
| Allworth Financial LP | 2,198 | $60.2K | 0.00% | +297+15.6% | Added |
| Newbridge Financial Services Group, Inc. | 2,356 | $66.8K | 0.02% | +1,255+114.0% | Added |
| Principal Securities, Inc. | 1,694 | $70.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2,527 | $71.6K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,584 | $73.3K | 0.00% | +1,318+104.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,615 | $74.1K | 0.00% | −547−17.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,772 | $78.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,939 | $83.3K | 0.00% | −8−0.3% | Reduced |
| Kinneret Advisory, LLC | 2,991 | $84.8K | 0.01% | −11−0.4% | Reduced |
| Farther Finance Advisors, LLC | 3,545 | $96.3K | 0.00% | +26+0.7% | Added |
| Ameritas Investment Partners, Inc. | 3,509 | $99.5K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,571 | $101.2K | 0.01% | −3,509−49.6% | Reduced |
| Westpac Banking Corp | 3,672 | $104.1K | 0.01% | −1,460−28.4% | Reduced |
| Allianz SE | 3,722 | $105.5K | 0.00% | −120−3.1% | Reduced |
| BNP Paribas | 3,800 | $107.7K | 0.00% | +3,200+533.3% | Added |
| Mather Group, LLC. | 3,879 | $110.0K | 0.00% | +3,201+472.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,038 | $114.5K | 0.00% | +4,038 | New |
| Vega Investment Solutions | 4,080 | $115.7K | 0.02% | +3,000+277.8% | Added |
| Quadrant Capital Group LLC | 4,262 | $120.8K | 0.00% | +1,742+69.1% | Added |
| Parallel Advisors, LLC | 4,403 | $124.8K | 0.00% | +451+11.4% | Added |
| Quest Partners LLC | 4,585 | $130.0K | 0.01% | +2,572+127.8% | Added |
| Washington Trust Co | 4,628 | $131.2K | 0.01% | −300−6.1% | Reduced |
| Signaturefd, LLC | 4,954 | $140.4K | 0.00% | +1,336+36.9% | Added |
| Horizon Investments, LLC | 4,997 | $141.7K | 0.00% | +319+6.8% | Added |
| Militia Capital Partners, LP | 5,000 | $141.8K | 0.06% | +5,000 | New |
| Advisors Asset Management, Inc. | 5,050 | $143.2K | 0.00% | −236−4.5% | Reduced |
| Coldstream Capital Management Inc | 5,214 | $147.8K | 0.00% | +165+3.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,300 | $150.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 5,417 | $153.6K | 0.00% | −17,807−76.7% | Reduced |
| Sectoral Asset Management Inc | 5,600 | $158.8K | 0.12% | +1,250+28.7% | Added |
| XY Capital Ltd | 5,807 | $164.6K | 0.11% | +5,530+1,996.4% | Added |
| EMC Capital Management | 6,000 | $165.0K | 0.10% | +4,750+380.0% | Added |
| CIBC Private Wealth Group, LLC | 6,726 | $165.7K | 0.00% | −320−4.5% | Reduced |
| MUFG Securities Americas Inc. | 5,994 | $169.9K | 0.02% | +994+19.9% | Added |
| PKO Investment Management Joint-Stock Co | 6,000 | $170.1K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 6,140 | $174.1K | 0.06% | +2,263+58.4% | Added |
| Centaurus Financial, Inc. | 6,212 | $176.0K | 0.01% | −75−1.2% | Reduced |
| Advisory Services Network, LLC | 6,312 | $179.0K | 0.00% | −13,291−67.8% | Reduced |