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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
Advisors Asset Management, Inc.4,888$640.1K0.01%––
J Arnold Wealth Management Co4,720$618.0K0.34%––
JustInvest LLC4,670$612.0K0.09%––
Xcel Wealth Management, LLC4,480$587.0K0.21%––
Pendal Group Limited4,426$580.0K0.01%––
Y-Intercept (Hong Kong) Ltd4,883$579.0K0.16%––
Spearhead Capital Advisors, LLC4,354$570.0K0.08%––
Migdal Insurance & Financial Holdings Ltd.4,312$565.0K0.01%––
Caxton Associates LP4,275$560.0K0.05%––
Seeyond4,274$559.0K0.06%––
Prelude Capital Management, LLC4,159$545.0K0.04%––
Beacon Investment Advisory Services, Inc.4,164$545.0K0.02%––
AGF Investments LLC4,132$541.0K0.06%––
Prospera Financial Services Inc4,123$539.0K0.03%––
Virtus ETF Advisers LLC4,031$528.0K0.22%––
Fairfield, Bush & Co.4,000$524.0K0.15%––
Verition Fund Management LLC3,959$518.0K0.01%––
Winfield Associates, Inc.3,925$514.0K0.21%––
Norinchukin Bank, The3,904$511.0K0.01%––
Hilltop Holdings Inc.3,888$509.0K0.07%––
Jupiter Asset Management Ltd3,866$506.0K0.00%––
Glenmede Trust Co NA3,838$501.0K0.00%––
Sheets Smith Wealth Management3,800$498.0K0.07%––
Tennessee Valley Asset Management Partners3,806$498.0K0.13%––
Dimension Capital Management LLC3,800$497.0K0.12%––
Hanseatic Management Services Inc3,798$497.0K0.99%––
Pzena Investment Management LLC3,775$494.0K0.00%––
Krilogy Financial LLC3,696$484.0K0.05%––
Eudaimonia Partners, LLC3,669$480.0K0.10%––
Personal Cfo Solutions, LLC3,659$479.0K0.10%––
First Midwest Bank Trust Division3,623$474.0K0.07%––
Birinyi Associates Inc3,600$471.0K0.18%––
Toroso Investments, LLC3,588$470.0K0.02%––
Princeton Global Asset Management LLC3,550$465.0K0.15%––
US Financial Advisors, LLC3,494$458.0K0.13%––
Snowden Capital Advisors LLC3,370$441.3K0.03%––
Bank of Nova Scotia3,361$440.0K0.00%––
Principle Wealth Partners LLC3,335$437.0K0.05%––
Wetherby Asset Management Inc3,328$436.0K0.03%––
Aberdeen Wealth Management LLC3,315$434.0K0.34%––
Parallel Advisors, LLC3,292$431.0K0.02%––
Calton & Associates, Inc.3,267$428.0K0.08%––
Altshuler Shaham Ltd3,272$428.0K0.00%––
Avondale Wealth Management3,200$419.0K0.41%––
Wilbanks Smith & Thomas Asset Management LLC3,138$411.0K0.02%––
Keebeck Wealth Management, LLC3,130$410.0K0.06%––
Bluestein R H & Co3,111$407.0K0.02%––
Davenport & Co LLC3,110$407.0K0.00%––
Philadelphia Trust Co3,100$406.0K0.03%––
Gsa Capital Partners LLP3,078$403.0K0.07%––
Magnetar Financial LLC3,038$398.0K0.00%––
Abbrea Capital, LLC3,015$395.0K0.07%––
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%––
Keybank National Association2,990$392.0K0.00%––
Mutual of America Capital Management LLC2,989$391.0K0.00%––
Corient Capital Partners, LLC2,917$382.0K0.03%––
NuWave Investment Management, LLC2,902$380.0K0.48%––
Wealthspire Advisors, LLC2,870$376.0K0.01%––
Claro Advisors LLC2,863$375.0K0.19%––
Johnson Investment Counsel Inc2,845$373.0K0.01%––
Intelligence Driven Advisers, LLC2,842$372.0K0.08%––
Stonnington Group, LLC2,430$371.0K0.09%––
Capstone Financial Advisors, Inc.2,826$370.0K0.03%––
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%––
Stephens Inc2,791$365.0K0.01%––
Hellman Jordan Management Co Inc2,771$363.0K0.53%––
GFG Capital, LLC2,770$363.0K0.13%––
Keebeck Alpha, LP2,693$353.0K0.15%––
Financial Advocates Investment Management2,683$351.0K0.03%––
Sowell Financial Services LLC2,178$350.0K0.01%––
Laidlaw Wealth Management LLC2,671$350.0K0.12%––
Venture Visionary Partners LLC2,644$346.0K0.03%––
Cornerstone Wealth Management, LLC2,626$344.0K0.04%––
Cable Hill Partners, LLC2,622$343.0K0.09%––
Lee Financial Co2,600$340.0K0.08%––
Two Sigma Securities, LLC2,595$340.0K0.08%––
Resources Investment Advisors, LLC.2,586$339.0K0.02%––
Beacon Pointe Advisors, LLC2,586$338.0K0.02%––
CIBC Private Wealth Group, LLC2,572$337.0K0.00%––
Heritage Trust Co2,569$336.0K0.05%––
Harvest Fund Management Co., Ltd2,552$334.0K0.03%––
Kingsview Wealth Management, LLC2,522$334.0K0.02%––
Patriot Financial Group Insurance Agency, LLC2,541$333.0K0.08%––
IHT Wealth Management, LLC2,531$331.0K0.02%––
Brewin Dolphin Ltd2,522$330.3K0.02%––
Change Path, LLC2,493$326.0K0.02%––
Colony Group LLC2,428$318.0K0.01%––
AdvisorNet Financial, Inc2,431$318.0K0.02%––
Diversified Trust Co2,428$318.0K0.01%––
Congress Park Capital LLC2,412$316.0K0.18%––
B. Riley Wealth Management, Inc.2,400$314.0K0.04%––
Lincoln National Corp2,360$309.0K0.01%––
Nadler Financial Group, Inc.2,342$307.0K0.05%––
GWM Advisors LLC2,320$304.0K0.01%––
McAdam, LLC2,300$301.0K0.04%––