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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 2021

Institutional positions in Moderna, Inc. as of Mar 31, 2021. 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
780
No complete 13F data for Q4 2020
Shares held
209.7M
No complete 13F data for Q4 2020
Total value
$27.4B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 780 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ1 2021: $27.4B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Moderna, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MRNA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Moisand Fitzgerald Tamayo, LLC3$00.00%––
Financial Perspectives, Inc26,926$2060.01%––
Credential Qtrade Securities Inc.5$6540.00%––
Sofos Investments, Inc.6,783$8880.02%––
ClariVest Asset Management LLC10$1.00K0.00%––
Plante Moran Financial Advisors, LLC10$1.00K0.00%––
Benjamin Edwards Inc5$1.00K0.00%––
Winch Advisory Services, LLC7$1.00K0.00%––
Tower View Investment Management & Research LLC7$1.00K0.00%––
Valley Brook Capital Group10$1.00K0.00%––
Hanson & Doremus Investment Management13$2.00K0.00%––
Tarbox Family Office, Inc.19$2.00K0.00%––
Versant Capital Management, Inc15$2.00K0.00%––
Standard Family Office LLC13$2.00K0.00%––
Sutton Wealth Advisors Inc.19$2.49K0.00%––
American National Bank21$3.00K0.00%––
West Oak Capital, LLC25$3.00K0.00%––
FormulaFolio Investments, LLC22$3.00K0.00%––
BerganKDV Wealth Management, LLC24$3.00K0.00%––
Annapolis Financial Services, LLC24$3.00K0.00%––
Better Money Decisions, LLC25$3.00K0.00%––
West Paces Advisors Inc.23$3.01K0.00%––
TD Private Client Wealth LLC29$3.80K0.00%––
City Holding Co30$4.00K0.00%––
Baystate Wealth Management LLC33$4.00K0.00%––
Fortis Advisors, LLC28$4.00K0.00%––
Core Wealth Advisors, Inc.31$4.00K0.00%––
ShoreHaven Wealth Partners, LLC30$4.00K0.00%––
Reilly Financial Advisors, LLC35$5.00K0.00%––
Hexavest Inc.41$5.00K0.00%––
TD Capital Management LLC40$5.00K0.00%––
Mizuho Securities Co. Ltd.41$5.00K0.00%––
Private Ocean, LLC40$5.00K0.00%––
Tortoise Investment Management, LLC45$6.00K0.00%––
Gemmer Asset Management LLC44$6.00K0.00%––
RPG Investment Advisory, LLC45$6.00K0.00%––
Glen Eagle Advisors, LLC46$6.02K0.00%––
Raffa Wealth Management, LLC51$6.44K0.00%––
Arrow Financial Corp50$7.00K0.00%––
Wealthcare Capital Management LLC55$7.00K0.00%––
Highlander Capital Management, LLC50$7.00K0.00%––
Institutional & Family Asset Management, LLC50$7.00K0.00%––
Carmichael Hill & Associates, Inc.57$7.00K0.00%––
Costello Asset Management, INC50$7.00K0.00%––
Ellis Investment Partners, LLC50$7.00K0.00%––
Bellevue Asset Management, LLC50$7.00K0.00%––
Charter Oak Capital Management, LLC56$7.00K0.00%––
Coastal Capital Group, Inc.59$8.00K0.00%––
Caldwell Trust Co65$8.51K0.00%––
Farmers & Merchants Investments Inc65$9.00K0.00%––
Manchester Capital Management LLC68$9.00K0.00%––
Asset Dedication, LLC68$9.00K0.00%––
Retirement Group, LLC71$9.00K0.00%––
Evolution Wealth Advisors, LLC70$9.00K0.00%––
Wolff Wiese Magana LLC67$9.00K0.01%––
Resources Management Corp75$10.0K0.00%––
Smithfield Trust Co73$10.0K0.00%––
Focused Wealth Management, Inc74$10.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC84$10.0K0.00%––
Atlas Private Wealth Management75$10.0K0.01%––
IAG Wealth Partners, LLC75$10.0K0.00%––
First Horizon Advisors, Inc.85$11.0K0.00%––
Fiduciary Planning LLC85$11.0K0.02%––
Brewin Dolphin Wealth Management Ltd84$11.0K0.00%––
Parkside Financial Bank & Trust93$12.0K0.00%––
Accel Wealth Management90$12.0K0.01%––
Delta Asset Management LLC100$13.0K0.00%––
McIlrath & Eck, LLC100$13.0K0.00%––
Pinnacle Bancorp, Inc.100$13.0K0.01%––
Wagner Wealth Management, LLC98$13.0K0.01%––
CNB Bank100$13.0K0.01%––
Meridian Wealth Partners, LLC98$13.0K0.00%––
Mine & Arao Wealth Creation & Management, LLC.100$13.0K0.01%––
Heritage Wealth Management, LLC100$13.0K0.01%––
First Horizon Corp111$14.0K0.00%––
American Research & Management Co.109$14.0K0.00%––
JJJ Advisors Inc.106$14.0K0.01%––
TSFG, LLC105$14.0K0.01%––
Tradition Wealth Management, LLC110$14.0K0.00%––
Earnest Partners LLC118$15.0K0.00%––
Alpha DNA Investment Management LLC123$15.0K0.02%––
North Star Investment Management Corp.125$16.0K0.00%––
John W. Brooker & Co., CPAs120$16.0K0.01%––
Rockbridge Investment Management, LCC123$16.0K0.00%––
Westside Investment Management, Inc.134$17.0K0.00%––
Capital Advisory Group Advisory Services, LLC128$17.0K0.01%––
Concord Wealth Partners129$17.0K0.01%––
Atlas Private Wealth Advisors131$17.0K0.01%––
Flagship Private Wealth, LLC133$17.3K0.01%––
HM Payson & Co140$18.0K0.00%––
Pittenger & Anderson Inc135$18.0K0.00%––
Larson Financial Group LLC137$18.0K0.01%––
Cary Street Partner Investment Advisory LLC135$18.0K0.01%––
Zions Bancorporation, N.A.142$19.0K0.00%––
CenterStar Asset Management, LLC–$19.0K0.03%––
Howe & Rusling Inc150$20.0K0.00%––
Enterprise Financial Services Corp148$20.0K0.00%––
Holloway Wealth Management, LLC–$20.0K0.01%––
Twin Tree Management, LP155$20.0K0.00%––
Stonebridge Capital Advisors LLC150$20.0K0.00%––