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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
Global Wealth Management Investment Advisory, Inc.150$20.0K0.01%––
Evoke Wealth, LLC149$20.0K0.00%––
Professional Financial Advisors, LLC156$20.0K0.01%––
TFC Financial Management150$20.0K0.01%––
Valley National Advisers Inc186$24.0K0.00%––
Hudock, Inc.184$24.0K0.01%––
Liberty Wealth Management LLC158$24.0K0.01%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main195$25.5K0.00%––
Capital Analysts, LLC200$26.0K0.00%––
Community Bank, N.A.200$26.0K0.00%––
Laurel Wealth Advisors LLC200$26.0K0.01%––
RMR Wealth Builders201$26.0K0.01%––
Old Second National Bank of Aurora225$29.0K0.01%––
Covington Capital Management225$29.0K0.00%––
Regal Wealth Group, Inc.220$29.0K0.02%––
Hoey Investments, Inc220$29.0K0.01%––
Huntington National Bank240$31.0K0.00%––
Clearstead Advisors, LLC239$31.0K0.00%––
Catalyst Capital Advisors LLC237$31.0K0.00%––
Sterling Investment Advisors, Ltd.240$31.0K0.01%––
Sound Income Strategies, LLC250$32.7K0.01%––
Certified Advisory Corp253$33.0K0.01%––
Elmwood Wealth Management, Inc.250$33.0K0.02%––
HHM Wealth Advisors, LLC250$33.0K0.01%––
WealthShield Partners, LLC256$34.0K0.01%––
Carolinas Wealth Consulting LLC257$34.0K0.01%––
Manchester Financial Inc266$35.0K0.02%––
Webster Bank, N. A.266$35.0K0.00%––
Private Capital Group, LLC265$35.0K0.01%––
Global Retirement Partners, LLC279$37.0K0.00%––
TCI Wealth Advisors, Inc.289$38.0K0.02%––
FinTrust Capital Advisors, LLC294$38.0K0.01%––
Elkhorn Partners Limited Partnership300$39.0K0.02%––
San Francisco Sentry Investment Group (Ca)300$39.0K0.02%––
D'Orazio & Associates, Inc.300$39.0K0.01%––
Kistler-Tiffany Companies, LLC308$40.0K0.01%––
Glassman Wealth Services307$40.0K0.01%––
Clearview Wealth Advisors LLC311$41.0K0.03%––
Optimum Investment Advisors350$46.0K0.01%––
Piscataqua Savings Bank350$46.0K0.04%––
Lindbrook Capital, LLC359$47.0K0.01%––
Tucker Asset Management LLC365$47.8K0.03%––
Wolverine Asset Management LLC369$48.0K0.00%––
Kelly Financial Services LLC376$49.2K0.03%––
Carroll Financial Associates, Inc.401$52.0K0.00%––
MCF Advisors LLC400$52.0K0.01%––
Total Clarity Wealth Management, Inc.400$52.0K0.03%––
Central Bank & Trust Co405$53.0K0.01%––
Endurance Wealth Management, Inc.450$59.0K0.01%––
Whittier Trust Co458$60.0K0.00%––
Consultiva Wealth Management, Corp.475$62.0K1.35%––
Creative Financial Designs Inc500$65.0K0.01%––
MUFG Americas Holdings Corp500$65.0K0.00%––
Spirit of America Management Corp500$65.0K0.02%––
Trust Co of Vermont500$65.0K0.00%––
Center for Financial Planning, Inc.499$65.0K0.02%––
Berman Capital Advisors, LLC516$66.0K0.01%––
Baldwin Brothers Inc510$67.0K0.01%––
AlphaMark Advisors, LLC525$69.0K0.03%––
JFS Wealth Advisors, LLC534$70.0K0.01%––
Simon Quick Advisors, LLC570$74.0K0.02%––
Toth Financial Advisory Corp577$76.0K0.01%––
Salem Investment Counselors Inc590$77.0K0.00%––
Duncker Streett & Co Inc595$78.0K0.01%––
Activest Wealth Management633$83.0K0.07%––
Global Financial Private Client, LLC630$83.5K0.06%––
Tradewinds Capital Management, LLC648$85.0K0.02%––
Sittner & Nelson, LLC650$85.0K0.06%––
Allred Capital Management, LLC650$85.1K0.04%––
Ancora Advisors, LLC666$87.0K0.00%––
First Manhattan Co675$88.0K0.00%––
Crewe Advisors LLC675$88.0K0.02%––
Sargent Bickham Lagudis LLC688$90.0K0.01%––
Newbridge Financial Services Group, Inc.696$91.0K0.07%––
FNY Investment Advisers, LLC704$92.0K0.03%––
Fifth Third Bancorp736$96.0K0.00%––
Vigilant Capital Management, LLC750$98.0K0.01%––
Canton Hathaway, LLC801$105.0K0.03%––
Atwood & Palmer Inc850$111.0K0.01%––
Jacobi Capital Management LLC844$111.0K0.02%––
Loomis Sayles & Co L P886$116.0K0.00%––
IFP Advisors, Inc914$118.0K0.00%––
Joseph P. Lucia & Associates, LLC952$125.0K0.06%––
Benjamin F. Edwards & Company, Inc.961$126.0K0.01%––
Sandy Spring Bank987$129.0K0.01%––
First Command Bank1,000$131.0K0.03%––
First Command Financial Services, Inc.1,000$131.0K0.03%––
Heritage Wealth Advisors1,002$131.2K0.01%––
O'Shaughnessy Asset Management, LLC1,013$133.0K0.00%––
BDO Wealth Advisors, LLC1,025$134.0K0.02%––
Ameritas Investment Company, LLC1,074$140.6K0.01%––
Prime Capital Investment Advisors, LLC1,135$149.0K0.01%––
Proequities, Inc.1,156$151.0K0.01%––
Horan Securities, Inc.1,196$157.0K0.13%––
GPS Wealth Strategies Group, LLC1,229$160.0K0.05%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,260$165.0K0.24%––
Country Trust Bank1,317$172.0K0.01%––
Northern Oak Wealth Management Inc1,325$174.0K0.02%––
Quadrant Capital Group LLC1,336$175.0K0.03%––
Sullivan, Bruyette, Speros & Blaney, LLC1,345$176.0K0.01%––