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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
Cable Hill Partners, LLC2,622$343.0K0.09%––
Cornerstone Wealth Management, LLC2,626$344.0K0.04%––
Venture Visionary Partners LLC2,644$346.0K0.03%––
Sowell Financial Services LLC2,178$350.0K0.01%––
Laidlaw Wealth Management LLC2,671$350.0K0.12%––
Financial Advocates Investment Management2,683$351.0K0.03%––
Keebeck Alpha, LP2,693$353.0K0.15%––
Hellman Jordan Management Co Inc2,771$363.0K0.53%––
GFG Capital, LLC2,770$363.0K0.13%––
Stephens Inc2,791$365.0K0.01%––
Pictet & Cie (Europe) SA2,820$369.0K0.01%––
Meiji Yasuda Asset Management Co Ltd.2,820$369.0K0.03%––
Symmetry Partners, LLC2,821$369.0K0.03%––
Capstone Financial Advisors, Inc.2,826$370.0K0.03%––
Stonnington Group, LLC2,430$371.0K0.09%––
Intelligence Driven Advisers, LLC2,842$372.0K0.08%––
Johnson Investment Counsel Inc2,845$373.0K0.01%––
Claro Advisors LLC2,863$375.0K0.19%––
Wealthspire Advisors, LLC2,870$376.0K0.01%––
NuWave Investment Management, LLC2,902$380.0K0.48%––
Corient Capital Partners, LLC2,917$382.0K0.03%––
Mutual of America Capital Management LLC2,989$391.0K0.00%––
Keybank National Association2,990$392.0K0.00%––
New York State Teachers Retirement System3,000$393.0K0.00%––
Pentwater Capital Management LP3,000$393.0K0.00%––
Carnegie Capital Asset Management, LLC3,000$393.0K0.02%––
Morse Asset Management, Inc3,000$393.0K0.10%––
Abbrea Capital, LLC3,015$395.0K0.07%––
Magnetar Financial LLC3,038$398.0K0.00%––
Gsa Capital Partners LLP3,078$403.0K0.07%––
Philadelphia Trust Co3,100$406.0K0.03%––
Bluestein R H & Co3,111$407.0K0.02%––
Davenport & Co LLC3,110$407.0K0.00%––
Keebeck Wealth Management, LLC3,130$410.0K0.06%––
Wilbanks Smith & Thomas Asset Management LLC3,138$411.0K0.02%––
Avondale Wealth Management3,200$419.0K0.41%––
Calton & Associates, Inc.3,267$428.0K0.08%––
Altshuler Shaham Ltd3,272$428.0K0.00%––
Parallel Advisors, LLC3,292$431.0K0.02%––
Aberdeen Wealth Management LLC3,315$434.0K0.34%––
Wetherby Asset Management Inc3,328$436.0K0.03%––
Principle Wealth Partners LLC3,335$437.0K0.05%––
Bank of Nova Scotia3,361$440.0K0.00%––
Snowden Capital Advisors LLC3,370$441.3K0.03%––
US Financial Advisors, LLC3,494$458.0K0.13%––
Princeton Global Asset Management LLC3,550$465.0K0.15%––
Toroso Investments, LLC3,588$470.0K0.02%––
Birinyi Associates Inc3,600$471.0K0.18%––
First Midwest Bank Trust Division3,623$474.0K0.07%––
Personal Cfo Solutions, LLC3,659$479.0K0.10%––
Eudaimonia Partners, LLC3,669$480.0K0.10%––
Krilogy Financial LLC3,696$484.0K0.05%––
Pzena Investment Management LLC3,775$494.0K0.00%––
Dimension Capital Management LLC3,800$497.0K0.12%––
Hanseatic Management Services Inc3,798$497.0K0.99%––
Sheets Smith Wealth Management3,800$498.0K0.07%––
Tennessee Valley Asset Management Partners3,806$498.0K0.13%––
Glenmede Trust Co NA3,838$501.0K0.00%––
Jupiter Asset Management Ltd3,866$506.0K0.00%––
Hilltop Holdings Inc.3,888$509.0K0.07%––
Norinchukin Bank, The3,904$511.0K0.01%––
Winfield Associates, Inc.3,925$514.0K0.21%––
Verition Fund Management LLC3,959$518.0K0.01%––
Fairfield, Bush & Co.4,000$524.0K0.15%––
Virtus ETF Advisers LLC4,031$528.0K0.22%––
Prospera Financial Services Inc4,123$539.0K0.03%––
AGF Investments LLC4,132$541.0K0.06%––
Prelude Capital Management, LLC4,159$545.0K0.04%––
Beacon Investment Advisory Services, Inc.4,164$545.0K0.02%––
Seeyond4,274$559.0K0.06%––
Caxton Associates LP4,275$560.0K0.05%––
Migdal Insurance & Financial Holdings Ltd.4,312$565.0K0.01%––
Spearhead Capital Advisors, LLC4,354$570.0K0.08%––
Y-Intercept (Hong Kong) Ltd4,883$579.0K0.16%––
Pendal Group Limited4,426$580.0K0.01%––
Xcel Wealth Management, LLC4,480$587.0K0.21%––
JustInvest LLC4,670$612.0K0.09%––
J Arnold Wealth Management Co4,720$618.0K0.34%––
Advisors Asset Management, Inc.4,888$640.1K0.01%––
NVWM, LLC4,907$643.0K0.26%––
VisionPoint Advisory Group, LLC4,920$644.0K0.31%––
Macquarie Group Ltd4,923$645.0K0.00%––
Gamco Investors, Inc. Et Al5,000$655.0K0.01%––
Redwood Investments, LLC5,000$655.0K0.06%––
QS Investors, LLC5,010$657.0K0.01%––
D.A. Davidson & Co.5,031$659.0K0.01%––
E Fund Management Co., Ltd.5,046$661.0K0.05%––
Synovus Financial Corp5,064$664.0K0.01%––
JT Stratford LLC5,070$664.0K0.23%––
American Portfolios Advisors5,114$669.7K0.03%––
AXS Investments LLC5,130$672.0K0.24%––
Knuff & Co LLC5,142$673.0K0.29%––
L & S Advisors Inc5,158$675.0K0.08%––
Kestra Private Wealth Services, LLC5,180$678.0K0.05%––
IndexIQ Advisors LLC5,203$681.0K0.02%––
Belpointe Asset Management LLC5,234$685.0K0.06%––
Scotia Capital Inc.5,261$689.0K0.01%––
Mercer Global Advisors Inc5,283$692.0K0.01%––
Mid Atlantic Financial Management Inc5,322$697.0K0.05%––
Carl P. Sherr & Co., LLC5,329$698.0K0.53%––