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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 6,493 | $184.1K | 0.01% | +335+5.4% | Added |
| Vestcor Inc | 6,565 | $186.0K | 0.01% | −4−0.1% | Reduced |
| Kestra Advisory Services, LLC | 6,573 | $186.3K | 0.00% | −3,533−35.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 6,690 | $189.7K | 0.14% | +4,567+215.1% | Added |
| Great Valley Advisor Group, Inc. | 7,334 | $208.1K | 0.00% | +141+2.0% | Added |
| Patten & Patten Inc | 7,400 | $209.8K | 0.01% | −103−1.4% | Reduced |
| LPF Advisors LLC | 7,423 | $210.4K | 0.17% | +7,423 | New |
| V-Square Quantitative Management LLC | 7,507 | $212.8K | 0.03% | −290−3.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,529 | $213.4K | 0.09% | +2,088+38.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,688 | $218.0K | 0.00% | −7,579−49.6% | Reduced |
| CMT Capital Markets Trading GmbH | 7,721 | $219.0K | 0.09% | −12,011−60.9% | Reduced |
| Mercer Global Advisors Inc | 7,765 | $220.1K | 0.00% | +371+5.0% | Added |
| GAMMA Investing LLC | 7,926 | $224.7K | 0.02% | +4,753+149.8% | Added |
| HB Wealth Management, LLC | 7,943 | $225.2K | 0.00% | +7,943 | New |
| Atria Wealth Solutions, Inc. | 8,006 | $227.0K | 0.00% | +211+2.7% | Added |
| Avantax Advisory Services, Inc. | 8,087 | $229.3K | 0.00% | −3,535−30.4% | Reduced |
| TownSquare Capital, LLC | 8,118 | $230.1K | 0.00% | +2,078+34.4% | Added |
| United Services Automobile Association | 7,398 | $230.2K | 0.01% | +7,398 | New |
| United Capital Financial Advisers, LLC | 8,141 | $230.8K | 0.00% | −918−10.1% | Reduced |
| Ci Investments Inc. | 8,155 | $231.0K | 0.00% | −3,331−29.0% | Reduced |
| Belpointe Asset Management LLC | 8,193 | $232.3K | 0.01% | +8,193 | New |
| Fortis Capital Advisors, LLC | 8,193 | $232.3K | 0.05% | +8,193 | New |
| QRG Capital Management, Inc. | 8,274 | $234.6K | 0.00% | +1,150+16.1% | Added |
| EntryPoint Capital, LLC | 8,279 | $234.7K | 0.11% | +8,279 | New |
| GSB Wealth Management, LLC | 8,310 | $235.6K | 0.06% | −1,991−19.3% | Reduced |
| Virtus Investment Advisers, Inc. | 8,385 | $237.7K | 0.06% | +8,385 | New |
| Toroso Investments, LLC | 8,481 | $240.4K | 0.00% | −176,315−95.4% | Reduced |
| Resources Investment Advisors, LLC. | 8,696 | $246.5K | 0.00% | +785+9.9% | Added |
| Capital Counsel LLC | 8,727 | $247.4K | 0.01% | −13−0.1% | Reduced |
| Change Path, LLC | 8,781 | $248.9K | 0.01% | +8,781 | New |
| Empirical Finance, LLC | 9,215 | $261.2K | 0.02% | +624+7.3% | Added |
| Willner & Heller, LLC | 9,235 | $261.8K | 0.24% | +2,215+31.6% | Added |
| Pensionmark Financial Group, LLC | 9,262 | $262.6K | 0.01% | +2,163+30.5% | Added |
| Investment Management Corp of Ontario | 9,268 | $262.7K | 0.01% | −15,278−62.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,398 | $266.4K | 0.02% | +9,398 | New |
| Brandywine Managers, LLC | 9,510 | $269.6K | 0.32% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 9,545 | $270.6K | 0.03% | +9,545 | New |
| Apollon Wealth Management, LLC | 9,549 | $270.7K | 0.01% | +3,089+47.8% | Added |
| MML Investors Services, LLC | 9,605 | $272.0K | 0.00% | −25,965−73.0% | Reduced |
| Rathbone Brothers plc | 9,595 | $272.0K | 0.00% | +365+4.0% | Added |
| Shelton Capital Management | 9,672 | $274.2K | 0.01% | −2,000−17.1% | Reduced |
| New Insight Wealth Advisors | 10,023 | $284.2K | 0.13% | +1,478+17.3% | Added |
| Blair William & Co | 10,200 | $289.2K | 0.00% | −15,740−60.7% | Reduced |
| Oppenheimer & Co Inc | 10,219 | $289.7K | 0.00% | +255+2.6% | Added |
| GF Fund Management Co. Ltd. | 10,386 | $294.4K | 0.01% | +1,435+16.0% | Added |
| LVW Advisors, LLC | 10,500 | $297.7K | 0.04% | +10,500 | New |
| US Bancorp | 10,659 | $302.2K | 0.00% | −6,303−37.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,771 | $305.4K | 0.00% | +18+0.2% | Added |
| Private Advisor Group, LLC | 10,806 | $306.4K | 0.00% | −13,174−54.9% | Reduced |
| Cohen Capital Management, Inc. | 10,938 | $310.1K | 0.05% | 00.0% | Unchanged |
| LMR Partners LLP | 11,400 | $323.2K | 0.01% | +11,400 | New |
| GWM Advisors LLC | 11,575 | $328.2K | 0.00% | +10,185+732.7% | Added |
| Bessemer Group Inc | 11,604 | $329.0K | 0.00% | +6,642+133.9% | Added |
| Ossiam | 11,795 | $334.4K | 0.00% | −2,779−19.1% | Reduced |
| Groupe la Francaise | 10,005 | $337.9K | 0.01% | −17,105−63.1% | Reduced |
| Fox Run Management, L.L.C. | 11,969 | $339.3K | 0.05% | +11,969 | New |
| Graham Capital Management, L.P. | 12,236 | $346.9K | 0.01% | +12,236 | New |
| Commerzbank Aktiengesellschaft | 12,261 | $348.0K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,378 | $350.9K | 0.00% | −1,053−7.8% | Reduced |
| Bank of Nova Scotia | 12,502 | $354.4K | 0.00% | −28,403−69.4% | Reduced |
| Blackstone Group Inc. | 12,613 | $357.6K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 12,622 | $357.8K | 0.03% | +4,551+56.4% | Added |
| Thrivent Financial for Lutherans | 13,273 | $376.0K | 0.00% | −12,261−48.0% | Reduced |
| Omers Administration Corp | 13,458 | $381.5K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 13,513 | $383.1K | 0.01% | −63,523−82.5% | Reduced |
| Sanctuary Advisors, LLC | 13,631 | $386.4K | 0.00% | −7,356−35.1% | Reduced |
| Diversified Trust Co | 13,644 | $386.8K | 0.01% | +13,644 | New |
| Crossmark Global Holdings, Inc. | 13,722 | $389.0K | 0.01% | −195−1.4% | Reduced |
| Janney Montgomery Scott LLC | 13,825 | $392.0K | 0.00% | +3,744+37.1% | Added |
| Brown Advisory Inc | 14,080 | $399.2K | 0.00% | +6,755+92.2% | Added |
| E. Ohman J:or Asset Management AB | 14,100 | $399.7K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 14,144 | $401.0K | 0.02% | +1,879+15.3% | Added |
| Fifth Third Bancorp | 14,150 | $401.2K | 0.00% | +6,889+94.9% | Added |
| Tokio Marine Asset Management Co Ltd | 14,358 | $407.0K | 0.01% | +1,859+14.9% | Added |
| Metis Global Partners, LLC | 14,420 | $408.8K | 0.01% | −5,656−28.2% | Reduced |
| Allstate Corp | 14,448 | $409.6K | 0.01% | +4,934+51.9% | Added |
| Probity Advisors, Inc. | 14,515 | $411.5K | 0.08% | +3,769+35.1% | Added |
| Ethic Inc. | 15,198 | $412.8K | 0.01% | −4,129−21.4% | Reduced |
| Banque Cantonale Vaudoise | 14,589 | $413.0K | 0.02% | +14,589 | New |
| Eastern Bank | 14,578 | $413.3K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 15,253 | $415.2K | 0.00% | +15,253 | New |
| Allspring Global Investments Holdings, LLC | 15,380 | $417.7K | 0.00% | +12+0.1% | Added |
| BLI - Banque de Luxembourg Investments | 13,600 | $422.4K | 0.01% | −1,400−9.3% | Reduced |
| John G Ullman & Associates Inc | 14,950 | $423.8K | 0.07% | +4,650+45.1% | Added |
| Alpha Wealth Funds, LLC | 15,000 | $425.3K | 0.46% | +15,000 | New |
| Maryland State Retirement & Pension System | 15,107 | $428.3K | 0.01% | −2,149−12.5% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 15,119 | $428.6K | 0.28% | +556+3.8% | Added |
| Pinebridge Investments, L.P. | 15,308 | $434.0K | 0.00% | −338−2.2% | Reduced |
| Old Port Advisors | 15,534 | $440.4K | 0.13% | +2,958+23.5% | Added |
| Humankind Investments LLC | 15,606 | $442.4K | 0.11% | +1,179+8.2% | Added |
| New Mexico Educational Retirement Board | 15,800 | $448.0K | 0.02% | −300−1.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,256 | $460.9K | 0.00% | +1,362+9.1% | Added |
| Aufman Associates Inc | 14,874 | $462.9K | 0.32% | +3,808+34.4% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 16,463 | $466.5K | 0.54% | +350+2.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,572 | $470.0K | 0.01% | +168+1.0% | Added |
| Assenagon Asset Management S.A. | 16,623 | $471.3K | 0.00% | +1,645+11.0% | Added |
| Norinchukin Bank, The | 16,665 | $472.5K | 0.01% | +2,103+14.4% | Added |
| Tower Research Capital LLC (TRC) | 12,047 | $472.7K | 0.01% | −47,981−79.9% | Reduced |
| Everence Capital Management Inc | 16,710 | $474.0K | 0.03% | +8,770+110.5% | Added |
| ExodusPoint Capital Management, LP | 16,771 | $475.0K | 0.01% | −71,199−80.9% | Reduced |