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, 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 | 785 | $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 |
|---|---|---|---|---|---|
| MUFG Securities Americas Inc. | 5,994 | $169.9K | 0.02% | +994+19.9% | Added |
| CIBC Private Wealth Group, LLC | 6,726 | $165.7K | 0.00% | −320−4.5% | Reduced |
| EMC Capital Management | 6,000 | $165.0K | 0.10% | +4,750+380.0% | Added |
| XY Capital Ltd | 5,807 | $164.6K | 0.11% | +5,530+1,996.4% | Added |
| Sectoral Asset Management Inc | 5,600 | $158.8K | 0.12% | +1,250+28.7% | Added |
| Spire Wealth Management | 5,417 | $153.6K | 0.00% | −17,807−76.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,300 | $150.3K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,214 | $147.8K | 0.00% | +165+3.3% | Added |
| Advisors Asset Management, Inc. | 5,050 | $143.2K | 0.00% | −236−4.5% | Reduced |
| Militia Capital Partners, LP | 5,000 | $141.8K | 0.06% | +5,000 | New |
| Horizon Investments, LLC | 4,997 | $141.7K | 0.00% | +319+6.8% | Added |
| Signaturefd, LLC | 4,954 | $140.4K | 0.00% | +1,336+36.9% | Added |
| Washington Trust Co | 4,628 | $131.2K | 0.01% | −300−6.1% | Reduced |
| Quest Partners LLC | 4,585 | $130.0K | 0.01% | +2,572+127.8% | Added |
| Parallel Advisors, LLC | 4,403 | $124.8K | 0.00% | +451+11.4% | Added |
| Quadrant Capital Group LLC | 4,262 | $120.8K | 0.00% | +1,742+69.1% | Added |
| Vega Investment Solutions | 4,080 | $115.7K | 0.02% | +3,000+277.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,038 | $114.5K | 0.00% | +4,038 | New |
| Mather Group, LLC. | 3,879 | $110.0K | 0.00% | +3,201+472.1% | Added |
| BNP Paribas | 3,800 | $107.7K | 0.00% | +3,200+533.3% | Added |
| Allianz SE | 3,722 | $105.5K | 0.00% | −120−3.1% | Reduced |
| Westpac Banking Corp | 3,672 | $104.1K | 0.01% | −1,460−28.4% | Reduced |
| Siemens Fonds Invest GmbH | 3,571 | $101.2K | 0.01% | −3,509−49.6% | Reduced |
| Ameritas Investment Partners, Inc. | 3,509 | $99.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,545 | $96.3K | 0.00% | +26+0.7% | Added |
| Kinneret Advisory, LLC | 2,991 | $84.8K | 0.01% | −11−0.4% | Reduced |
| MAI Capital Management | 2,939 | $83.3K | 0.00% | −8−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,772 | $78.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,615 | $74.1K | 0.00% | −547−17.3% | Reduced |
| Larson Financial Group LLC | 2,584 | $73.3K | 0.00% | +1,318+104.1% | Added |
| Investors Research Corp | 2,527 | $71.6K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,694 | $70.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,356 | $66.8K | 0.02% | +1,255+114.0% | Added |
| Allworth Financial LP | 2,198 | $60.2K | 0.00% | +297+15.6% | Added |
| Huntington National Bank | 2,064 | $58.5K | 0.00% | +536+35.1% | Added |
| Skopos Labs, Inc. | 2,035 | $57.7K | 0.01% | +1,257+161.6% | Added |
| Central Trust Co | 2,031 | $57.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,972 | $55.9K | 0.01% | +100+5.3% | Added |
| Marathon Trading Investment Management LLC | 1,880 | $53.3K | 0.03% | −30,604−94.2% | Reduced |
| Cornerstone Advisors, LLC | 1,800 | $51.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,772 | $50.2K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,680 | $47.6K | 0.00% | −75−4.3% | Reduced |
| First Command Advisory Services, Inc. | 1,602 | $45.4K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 1,600 | $45.4K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,593 | $45.2K | 0.01% | +1,280+408.9% | Added |
| Ameriflex Group, Inc. | 1,512 | $42.9K | 0.02% | −200−11.7% | Reduced |
| Crewe Advisors LLC | 1,414 | $40.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,401 | $39.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,365 | $38.7K | 0.01% | +100+7.9% | Added |
| Massmutual Trust Co FSB | 1,334 | $37.8K | 0.00% | +277+26.2% | Added |
| Coston, McIsaac & Partners | 1,279 | $36.0K | 0.01% | +1,160+974.8% | Added |
| Raiffeisen Bank International AG | 1,260 | $35.7K | 0.00% | −2,758−68.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,250 | $35.0K | 0.00% | −13,750−91.7% | Reduced |
| National Pension Service | 1,212 | $34.4K | 0.00% | −519,526−99.8% | Reduced |
| Lindbrook Capital, LLC | 1,174 | $33.3K | 0.00% | +1+0.1% | Added |
| CBIZ Investment Advisory Services, LLC | 1,173 | $33.3K | 0.00% | +48+4.3% | Added |
| Deseret Mutual Benefit Administrators | 1,128 | $32.0K | 0.02% | +392+53.3% | Added |
| CoreCap Advisors, LLC | 1,114 | $31.6K | 0.00% | −4−0.4% | Reduced |
| Asset Dedication, LLC | 1,113 | $31.6K | 0.00% | +163+17.2% | Added |
| Sound Income Strategies, LLC | 1,109 | $31.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,107 | $31.4K | 0.00% | +336+43.6% | Added |
| Costello Asset Management, INC | 1,056 | $29.9K | 0.01% | +1,056 | New |
| Itau Unibanco Holding S.A. | 1,013 | $29.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,014 | $28.7K | 0.00% | +124+13.9% | Added |
| Boston Private Wealth LLC | 1,004 | $28.5K | 0.00% | +1,004 | New |
| Heritage Wealth Advisors | 1,000 | $28.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sandy Spring Bank | 977 | $27.7K | 0.00% | −399−29.0% | Reduced |
| Resources Management Corp | 955 | $27.0K | 0.00% | −533−35.8% | Reduced |
| Sterling Capital Management LLC | 938 | $26.6K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 937 | $26.0K | 0.01% | +89+10.5% | Added |
| Compass Planning Associates Inc | 900 | $25.5K | 0.03% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 885 | $25.1K | 0.00% | +885 | New |
| Harbor Investment Advisory, LLC | 818 | $23.2K | 0.00% | +18+2.3% | Added |
| TD Waterhouse Canada Inc. | 833 | $22.6K | 0.00% | −2,555−75.4% | Reduced |
| Ostrum Asset Management | 779 | $22.1K | 0.00% | −21−2.6% | Reduced |
| Bullock Wealth Management Group | 777 | $21.1K | 0.01% | −285−26.8% | Reduced |
| Valley National Advisers Inc | 759 | $21.0K | 0.00% | +365+92.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 735 | $20.8K | 0.01% | +725+7,250.0% | Added |
| UMA Financial Services, Inc. | 733 | $20.8K | 0.00% | +285+63.6% | Added |
| Private Trust Co NA | 727 | $20.6K | 0.00% | +222+44.0% | Added |
| Bokf, NA | 720 | $20.4K | 0.00% | +56+8.4% | Added |
| Crowley Wealth Management, Inc. | 700 | $19.8K | 0.02% | −275−28.2% | Reduced |
| Sittner & Nelson, LLC | 690 | $19.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| Activest Wealth Management | 651 | $18.5K | 0.00% | −287−30.6% | Reduced |
| Frazier Financial Advisors, LLC | 639 | $18.1K | 0.01% | +416+186.5% | Added |
| Tortoise Investment Management, LLC | 602 | $17.1K | 0.00% | −70−10.4% | Reduced |
| Bryn Mawr Trust Co | 601 | $17.0K | 0.00% | −185−23.5% | Reduced |
| Medallion Wealth Advisors, LLC | 590 | $16.6K | 0.01% | +27+4.8% | Added |
| Murphy & Mullick Capital Management Corp | 578 | $16.4K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 575 | $16.3K | 0.01% | −422−42.3% | Reduced |
| Smartleaf Asset Management LLC | 512 | $15.9K | 0.00% | −51−9.1% | Reduced |
| Stephens Consulting, LLC | 546 | $15.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 546 | $15.5K | 0.00% | +179+48.8% | Added |
| EverSource Wealth Advisors, LLC | 540 | $15.3K | 0.00% | +365+208.6% | Added |
| Ofi Invest Asset Management | 582 | $15.3K | 0.00% | −611−51.2% | Reduced |