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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; 785 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: 785 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 2026785$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
Baird Financial Group, Inc.9,894$1.30M0.00%––
Tokio Marine Asset Management Co Ltd9,796$1.28M0.13%––
IBM Retirement Fund9,731$1.27M0.09%––
Dymon Asia Capital (Singapore) Pte. Ltd.9,679$1.27M1.08%––
Brandywine Managers, LLC9,510$1.25M1.65%––
Patten & Patten Inc9,490$1.24M0.10%––
Massachusetts Financial Services Co9,422$1.23M0.00%––
XR Securities LLC9,278$1.22M0.67%––
Professional Planning9,126$1.20M0.58%––
BP PLC9,009$1.18M0.04%––
Meridian Wealth Management, LLC8,965$1.17M0.17%––
Polianta Ltd8,900$1.17M0.65%––
Quantbot Technologies LP8,767$1.15M0.11%––
Exane Derivatives8,755$1.15M0.35%––
Harvest Volatility Management LLC8,681$1.14M0.10%––
Washington Trust Co8,659$1.13M0.03%––
Purus Wealth Management, LLC8,603$1.13M0.95%––
Ameritas Investment Partners, Inc.8,477$1.11M0.04%––
Steel Peak Wealth Management LLC8,439$1.10M0.09%––
Kovack Advisors, Inc.8,360$1.09M0.14%––
Aurora Private Wealth, Inc.8,331$1.09M0.45%––
Aigen Investment Management, LP8,270$1.08M0.14%––
Swiss Life Asset Management Ltd8,237$1.08M0.02%––
Flagship Harbor Advisors, LLC8,063$1.06M0.12%––
Capital Counsel LLC8,020$1.05M0.06%––
Allstate Corp7,904$1.03M0.03%––
Acadian Asset Management LLC7,894$1.03M0.00%––
Osher Van de Voorde Investment Management7,865$1.03M0.26%––
Avitas Wealth Management LLC7,842$1.03M0.20%––
Gerber Kawasaki Wealth & Investment Management7,810$1.02M0.12%––
Man Group plc7,784$1.02M0.00%––
Lake Street Advisors Group, LLC7,698$1.01M0.08%––
Wedbush Securities Inc7,553$989.0K0.05%––
Bokf, NA7,543$988.0K0.02%––
Geneos Wealth Management Inc.5,480$988.0K0.03%––
AE Wealth Management LLC7,528$986.0K0.01%––
Steward Partners Investment Advisory, LLC7,431$973.1K0.02%––
NEXT Financial Group, Inc7,342$961.0K0.09%––
B. Metzler seel. Sohn & Co. Holding AG7,187$941.0K0.02%––
Redpoint Investment Management Pty Ltd7,162$938.0K0.08%––
Bellecapital International Ltd.7,110$931.0K0.29%––
Shell Asset Management Co7,063$925.0K0.02%––
Donoghue Forlines LLC6,947$910.0K0.18%––
Seven Eight Capital, LP8,623$901.0K0.21%––
Stevard, LLC6,860$898.0K0.74%––
Sheaff Brock Investment Advisors, LLC6,774$887.0K0.09%––
Northwestern Mutual Wealth Management Co6,750$884.0K0.00%––
World Asset Management Inc4,943$884.0K0.08%––
Wade G W & Inc6,738$882.0K0.05%––
Wealthcare Advisory Partners LLC6,735$882.0K0.06%––
SeaCrest Wealth Management, LLC6,726$881.0K0.12%––
Pearl River Capital, LLC6,718$880.0K0.28%––
Livforsakringsbolaget Skandia, Omsesidigt6,700$877.0K0.06%––
Centaurus Financial, Inc.6,438$843.0K0.08%––
Great Valley Advisor Group, Inc.6,380$835.0K0.08%––
Ipswich Investment Management Co., Inc.6,360$833.0K0.23%––
swisspartners Ltd.6,330$830.0K0.67%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,330$829.0K0.00%––
Capstone Triton Financial Group, LLC6,325$828.0K0.55%––
Independent Financial Group, LLC6,313$826.7K0.11%––
Dynamic Technology Lab Private Ltd6,242$817.0K0.09%––
Precision Wealth Strategies, LLC6,220$815.0K0.78%––
Ontario Teachers Pension Plan Board6,182$810.0K0.01%––
CWM, LLC3,423$804.0K0.01%––
Emerald Advisers, LLC6,046$792.0K0.03%––
Advisory Services Network, LLC6,024$789.0K0.03%––
Sanders Morris Harris LLC6,000$786.0K0.17%––
Weld Capital Management LLC5,963$781.0K0.33%––
Qtron Investments LLC5,905$773.0K0.22%––
Avantax Advisory Services, Inc.5,865$770.0K0.02%––
J.W. Cole Advisors, Inc.5,710$748.0K0.07%––
ACG Wealth5,716$748.0K0.10%––
Illinois Municipal Retirement Fund5,700$746.0K0.03%––
Cary Street Partners Asset Management LLC23,576$744.0K0.18%––
Rothschild Investment Corp5,675$743.0K0.06%––
Agf Investments Inc.5,561$728.0K0.01%––
Integrated Wealth Concepts LLC5,428$711.0K0.03%––
Pathstone Family Office, LLC5,400$707.0K0.02%––
Usca Ria LLC5,375$704.0K0.05%––
Carl P. Sherr & Co., LLC5,329$698.0K0.53%––
Mid Atlantic Financial Management Inc5,322$697.0K0.05%––
Mercer Global Advisors Inc5,283$692.0K0.01%––
Scotia Capital Inc.5,261$689.0K0.01%––
Belpointe Asset Management LLC5,234$685.0K0.06%––
IndexIQ Advisors LLC5,203$681.0K0.02%––
Kestra Private Wealth Services, LLC5,180$678.0K0.05%––
L & S Advisors Inc5,158$675.0K0.08%––
Knuff & Co LLC5,142$673.0K0.29%––
AXS Investments LLC5,130$672.0K0.24%––
American Portfolios Advisors5,114$669.7K0.03%––
Synovus Financial Corp5,064$664.0K0.01%––
JT Stratford LLC5,070$664.0K0.23%––
E Fund Management Co., Ltd.5,046$661.0K0.05%––
D.A. Davidson & Co.5,031$659.0K0.01%––
QS Investors, LLC5,010$657.0K0.01%––
Gamco Investors, Inc. Et Al5,000$655.0K0.01%––
Redwood Investments, LLC5,000$655.0K0.06%––
Macquarie Group Ltd4,923$645.0K0.00%––
VisionPoint Advisory Group, LLC4,920$644.0K0.31%––
NVWM, LLC4,907$643.0K0.26%––