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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
Maj Invest Holding A/S1,400$184.0K0.00%––
Archer Investment Corp1,417$185.6K0.08%––
Pacitti Group Inc.1,421$186.0K0.12%––
Crescent Capital Consulting, LLC1,512$199.0K0.04%––
Boston Private Wealth LLC1,534$201.0K0.00%––
Western Wealth Management, LLC1,542$202.0K0.03%––
C M Bidwell & Associates Ltd1,550$203.0K0.15%––
New England Research & Management, Inc.1,550$203.0K0.11%––
Ausdal Financial Partners, Inc.1,564$205.0K0.03%––
Founders Financial Securities LLC1,573$206.0K0.05%––
Summit Asset Management, LLC1,571$206.0K0.07%––
KCM Investment Advisors LLC1,582$207.0K0.01%––
Fisher Asset Management, LLC1,592$208.0K0.00%––
Meritage Portfolio Management1,589$208.0K0.01%––
Gladstone Institutional Advisory LLC1,595$209.0K0.03%––
Oak Grove Capital LLC1,600$210.0K0.06%––
SevenBridge Financial Group, LLC1,627$213.0K0.08%––
Ballentine Partners, LLC1,643$215.0K0.01%––
Gateway Advisory, LLC1,642$215.0K0.05%––
Allworth Financial LP1,667$218.0K0.00%––
Pitcairn Co1,678$219.0K0.02%––
Strategic Financial Services, Inc,1,680$220.0K0.02%––
Perennial Investment Advisors, LLC1,702$223.0K0.09%––
Brown Brothers Harriman & Co1,707$224.0K0.00%––
Brighton Jones LLC1,712$224.0K0.01%––
HBK Sorce Advisory LLC1,707$224.0K0.01%––
Cypress Capital Group1,722$226.0K0.03%––
Valeo Financial Advisors, LLC1,726$226.0K0.01%––
McGuire Investment Group, LLC1,727$226.0K0.05%––
Koshinski Asset Management, Inc.1,731$227.0K0.02%––
Parsons Capital Management Inc1,750$229.0K0.02%––
Roman Butler Fullerton & Co1,470$235.0K0.12%––
Beaumont Asset Management, L.L.C.1,796$235.0K0.20%––
Fayez Sarofim & Co1,800$236.0K0.00%––
Hunter Perkins Capital Management, LLC1,800$236.0K0.05%––
Spire Wealth Management1,889$239.0K0.01%––
Gotham Asset Management, LLC1,829$240.0K0.01%––
Peak Financial Management, Inc.1,846$242.0K0.09%––
Echo Street Capital Management LLC1,878$246.0K0.00%––
Means Investment Co., Inc.1,897$248.0K0.06%––
Orion Portfolio Solutions, LLC1,896$248.0K0.01%––
Banco BTG Pactual S.A.1,900$249.0K0.10%––
Fulton Breakefield Broenniman LLC1,910$250.0K0.02%––
First Mercantile Trust Co1,911$250.0K0.03%––
Veritable, L.P.1,919$251.0K0.00%––
Buckingham Strategic Wealth, LLC1,930$253.0K0.01%––
Level Four Advisory Services, LLC1,979$259.0K0.02%––
Stonebridge Financial Planning Group, LLC1,865$260.0K0.15%––
McKinley Carter Wealth Services, Inc.1,990$261.0K0.02%––
People's United Financial, Inc.2,004$262.0K0.01%––
Reik & Co., LLC2,000$262.0K0.07%––
Peregrine Asset Advisers, Inc.2,000$262.0K0.13%––
Paragon Wealth Strategies, LLC2,000$262.0K0.08%––
EMC Capital Management2,000$262.0K0.19%––
Cerity Partners LLC2,010$263.0K0.01%––
Signaturefd, LLC2,027$265.0K0.01%––
Cutler Group LP2,027$265.0K0.02%––
Asset Management Corp2,050$268.0K0.19%––
Crossmark Global Holdings, Inc.2,073$271.0K0.01%––
GM Advisory Group, Inc.2,100$275.0K0.03%––
Dorchester Wealth Management Co2,100$275.0K0.07%––
Pinnacle Advisory Group, Inc.2,104$276.0K0.01%––
CRA Financial Services, LLC2,105$276.0K0.11%––
MAI Capital Management2,122$278.0K0.01%––
Bogart Wealth, LLC2,130$279.0K0.04%––
Ieq Capital, LLC2,136$280.0K0.01%––
Continuum Advisory, LLC1,751$280.0K0.12%––
Brown Advisory Inc2,163$283.0K0.00%––
WESPAC Advisors, LLC2,161$283.0K0.21%––
Driehaus Capital Management LLC2,169$284.0K0.00%––
Gries Financial LLC1,900$285.0K0.09%––
Cigna Investments Inc2,196$287.0K0.02%––
Cooper Financial Group2,200$288.0K0.07%––
Stonehage Fleming Financial Services Holdings Ltd2,200$288.0K0.01%––
Convergence Investment Partners, LLC2,208$289.0K0.13%––
Caisse de Depot Et Placement du Quebec2,237$293.0K0.00%––
Chicago Capital, LLC2,245$294.0K0.01%––
Twin Lakes Capital Management, LLC2,278$298.0K0.18%––
McAdam, LLC2,300$301.0K0.04%––
Abbot Financial Management, Inc.2,299$301.0K0.14%––
GWM Advisors LLC2,320$304.0K0.01%––
Nadler Financial Group, Inc.2,342$307.0K0.05%––
Lincoln National Corp2,360$309.0K0.01%––
B. Riley Wealth Management, Inc.2,400$314.0K0.04%––
Congress Park Capital LLC2,412$316.0K0.18%––
Colony Group LLC2,428$318.0K0.01%––
AdvisorNet Financial, Inc2,431$318.0K0.02%––
Diversified Trust Co2,428$318.0K0.01%––
Change Path, LLC2,493$326.0K0.02%––
Brewin Dolphin Ltd2,522$330.3K0.02%––
IHT Wealth Management, LLC2,531$331.0K0.02%––
Patriot Financial Group Insurance Agency, LLC2,541$333.0K0.08%––
Harvest Fund Management Co., Ltd2,552$334.0K0.03%––
Kingsview Wealth Management, LLC2,522$334.0K0.02%––
Heritage Trust Co2,569$336.0K0.05%––
CIBC Private Wealth Group, LLC2,572$337.0K0.00%––
Beacon Pointe Advisors, LLC2,586$338.0K0.02%––
Resources Investment Advisors, LLC.2,586$339.0K0.02%––
Lee Financial Co2,600$340.0K0.08%––
Two Sigma Securities, LLC2,595$340.0K0.08%––