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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
Usca Ria LLC5,375$704.0K0.05%––
Pathstone Family Office, LLC5,400$707.0K0.02%––
Integrated Wealth Concepts LLC5,428$711.0K0.03%––
Agf Investments Inc.5,561$728.0K0.01%––
Rothschild Investment Corp5,675$743.0K0.06%––
Cary Street Partners Asset Management LLC23,576$744.0K0.18%––
Illinois Municipal Retirement Fund5,700$746.0K0.03%––
J.W. Cole Advisors, Inc.5,710$748.0K0.07%––
ACG Wealth5,716$748.0K0.10%––
Avantax Advisory Services, Inc.5,865$770.0K0.02%––
Qtron Investments LLC5,905$773.0K0.22%––
Weld Capital Management LLC5,963$781.0K0.33%––
Sanders Morris Harris LLC6,000$786.0K0.17%––
Advisory Services Network, LLC6,024$789.0K0.03%––
Emerald Advisers, LLC6,046$792.0K0.03%––
CWM, LLC3,423$804.0K0.01%––
Ontario Teachers Pension Plan Board6,182$810.0K0.01%––
Precision Wealth Strategies, LLC6,220$815.0K0.78%––
Dynamic Technology Lab Private Ltd6,242$817.0K0.09%––
Independent Financial Group, LLC6,313$826.7K0.11%––
Capstone Triton Financial Group, LLC6,325$828.0K0.55%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,330$829.0K0.00%––
swisspartners Ltd.6,330$830.0K0.67%––
Ipswich Investment Management Co., Inc.6,360$833.0K0.23%––
Great Valley Advisor Group, Inc.6,380$835.0K0.08%––
Centaurus Financial, Inc.6,438$843.0K0.08%––
Livforsakringsbolaget Skandia, Omsesidigt6,700$877.0K0.06%––
Pearl River Capital, LLC6,718$880.0K0.28%––
SeaCrest Wealth Management, LLC6,726$881.0K0.12%––
Wade G W & Inc6,738$882.0K0.05%––
Wealthcare Advisory Partners LLC6,735$882.0K0.06%––
Northwestern Mutual Wealth Management Co6,750$884.0K0.00%––
World Asset Management Inc4,943$884.0K0.08%––
Sheaff Brock Investment Advisors, LLC6,774$887.0K0.09%––
Stevard, LLC6,860$898.0K0.74%––
Seven Eight Capital, LP8,623$901.0K0.21%––
Donoghue Forlines LLC6,947$910.0K0.18%––
Shell Asset Management Co7,063$925.0K0.02%––
Bellecapital International Ltd.7,110$931.0K0.29%––
Redpoint Investment Management Pty Ltd7,162$938.0K0.08%––
B. Metzler seel. Sohn & Co. Holding AG7,187$941.0K0.02%––
NEXT Financial Group, Inc7,342$961.0K0.09%––
Steward Partners Investment Advisory, LLC7,431$973.1K0.02%––
AE Wealth Management LLC7,528$986.0K0.01%––
Bokf, NA7,543$988.0K0.02%––
Geneos Wealth Management Inc.5,480$988.0K0.03%––
Wedbush Securities Inc7,553$989.0K0.05%––
Lake Street Advisors Group, LLC7,698$1.01M0.08%––
Man Group plc7,784$1.02M0.00%––
Gerber Kawasaki Wealth & Investment Management7,810$1.02M0.12%––
Avitas Wealth Management LLC7,842$1.03M0.20%––
Osher Van de Voorde Investment Management7,865$1.03M0.26%––
Acadian Asset Management LLC7,894$1.03M0.00%––
Allstate Corp7,904$1.03M0.03%––
Capital Counsel LLC8,020$1.05M0.06%––
Flagship Harbor Advisors, LLC8,063$1.06M0.12%––
Swiss Life Asset Management Ltd8,237$1.08M0.02%––
Aigen Investment Management, LP8,270$1.08M0.14%––
Aurora Private Wealth, Inc.8,331$1.09M0.45%––
Kovack Advisors, Inc.8,360$1.09M0.14%––
Steel Peak Wealth Management LLC8,439$1.10M0.09%––
Ameritas Investment Partners, Inc.8,477$1.11M0.04%––
Purus Wealth Management, LLC8,603$1.13M0.95%––
Washington Trust Co8,659$1.13M0.03%––
Harvest Volatility Management LLC8,681$1.14M0.10%––
Exane Derivatives8,755$1.15M0.35%––
Quantbot Technologies LP8,767$1.15M0.11%––
Polianta Ltd8,900$1.17M0.65%––
Meridian Wealth Management, LLC8,965$1.17M0.17%––
BP PLC9,009$1.18M0.04%––
Professional Planning9,126$1.20M0.58%––
XR Securities LLC9,278$1.22M0.67%––
Massachusetts Financial Services Co9,422$1.23M0.00%––
Patten & Patten Inc9,490$1.24M0.10%––
Brandywine Managers, LLC9,510$1.25M1.65%––
Dymon Asia Capital (Singapore) Pte. Ltd.9,679$1.27M1.08%––
IBM Retirement Fund9,731$1.27M0.09%––
Tokio Marine Asset Management Co Ltd9,796$1.28M0.13%––
Baird Financial Group, Inc.9,894$1.30M0.00%––
Old Port Advisors9,921$1.30M0.51%––
InterOcean Capital Group, LLC10,000$1.31M0.07%––
Winton Group Ltd10,079$1.32M0.08%––
Capital International Ltd10,097$1.32M0.08%––
Captrust Financial Advisors10,165$1.33M0.01%––
Motley Fool Asset Management LLC10,170$1.33M0.10%––
Discovery Value Fund10,400$1.36M0.04%––
Moloney Securities Asset Management, LLC10,488$1.37M0.27%––
STRS Ohio10,542$1.38M0.01%––
FORA Capital, LLC10,699$1.40M0.46%––
Northeast Investment Management10,752$1.41M0.08%––
Harbour Investments, Inc.10,886$1.43M0.05%––
Teza Capital Management LLC11,098$1.45M0.29%––
Dai-Ichi Life Insurance Company, Ltd11,133$1.46M0.02%––
Arkadios Wealth Advisors11,267$1.48M0.24%––
Exchange Traded Concepts, LLC11,333$1.48M0.06%––
Slow Capital, Inc.11,281$1.50M0.33%––
Cetera Advisor Networks LLC11,529$1.51M0.03%––
United Capital Financial Advisers, LLC11,710$1.53M0.01%––
Advisory Research Inc11,726$1.54M0.11%––
Comerica Bank8,876$1.54M0.01%––