Moderna, Inc.
MX ˙ BMV ˙ US60770K1079
SecurityMX:MRNA / Moderna, Inc.
InstitutionDeseret Mutual Benefit Administrators
Latest Disclosed Ownership4,942 shares
Latest Disclosed Value $ 251,054
Deseret Mutual Benefit Administrators reports 87.20% increase in ownership of MRNA / Moderna, Inc.

On May 8, 2026 - Deseret Mutual Benefit Administrators filed a 13F-HR form disclosing ownership of 4,942 shares of Moderna, Inc. (MX:MRNA) valued at $251,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,640 shares of Moderna, Inc.. This represents a change in shares of 87.20% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F MODERNA COM 60770K107 4,942 2,302 87.20 251 225.97 0.0855
2026-02-11 2025-12-31 13F MODERNA COM 60770K107 2,640 382 16.92 78 32.76 0.0332
2025-10-31 2025-09-30 13F MODERNA COM 60770K107 2,258 1,130 100.18 58 87.10 0.0245
2025-08-04 2025-06-30 13F MODERNA COM 60770K107 1,128 0 0.00 31 0.00 0.0146
2025-04-25 2025-03-31 13F MODERNA ORD COM 60770K107 1,128 392 53.26 32 3.33 0.0159
2025-02-03 2024-12-31 13F MODERNA ORD COM 60770K107 736 208 39.39 31 -14.29 0.0151
2024-10-31 2024-09-30 13F MODERNA ORD COM 60770K107 528 87 19.73 35 -32.69 0.0180
2024-08-02 2024-06-30 13F MODERNA ORD COM 60770K107 441 70 18.87 52 33.33 0.0243
2024-05-09 2024-03-31 13F MODERNA ORD COM 60770K107 371 126 51.43 40 62.50 0.0198
2024-02-13 2023-12-31 13F MODERNA ORD COM 60770K107 245 42 20.69 24 20.00 0.0141
2023-11-09 2023-09-30 13F MODERNA ORD COM 60770K107 203 117 136.05 21 100.00 0.0103
2023-08-07 2023-06-30 13F MODERNA ORD COM 60770K107 86 48 126.32 10 100.00 0.0041
2023-05-09 2023-03-31 13F MODERNA ORD COM 60770K107 38 38 6 0.0023
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.