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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
Abbot Financial Management, Inc.2,299$301.0K0.14%––
Twin Lakes Capital Management, LLC2,278$298.0K0.18%––
Chicago Capital, LLC2,245$294.0K0.01%––
Caisse de Depot Et Placement du Quebec2,237$293.0K0.00%––
Convergence Investment Partners, LLC2,208$289.0K0.13%––
Cooper Financial Group2,200$288.0K0.07%––
Stonehage Fleming Financial Services Holdings Ltd2,200$288.0K0.01%––
Cigna Investments Inc2,196$287.0K0.02%––
Gries Financial LLC1,900$285.0K0.09%––
Driehaus Capital Management LLC2,169$284.0K0.00%––
Brown Advisory Inc2,163$283.0K0.00%––
WESPAC Advisors, LLC2,161$283.0K0.21%––
Ieq Capital, LLC2,136$280.0K0.01%––
Continuum Advisory, LLC1,751$280.0K0.12%––
Bogart Wealth, LLC2,130$279.0K0.04%––
MAI Capital Management2,122$278.0K0.01%––
Pinnacle Advisory Group, Inc.2,104$276.0K0.01%––
CRA Financial Services, LLC2,105$276.0K0.11%––
GM Advisory Group, Inc.2,100$275.0K0.03%––
Dorchester Wealth Management Co2,100$275.0K0.07%––
Crossmark Global Holdings, Inc.2,073$271.0K0.01%––
Asset Management Corp2,050$268.0K0.19%––
Signaturefd, LLC2,027$265.0K0.01%––
Cutler Group LP2,027$265.0K0.02%––
Cerity Partners LLC2,010$263.0K0.01%––
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%––
McKinley Carter Wealth Services, Inc.1,990$261.0K0.02%––
Stonebridge Financial Planning Group, LLC1,865$260.0K0.15%––
Level Four Advisory Services, LLC1,979$259.0K0.02%––
Buckingham Strategic Wealth, LLC1,930$253.0K0.01%––
Veritable, L.P.1,919$251.0K0.00%––
Fulton Breakefield Broenniman LLC1,910$250.0K0.02%––
First Mercantile Trust Co1,911$250.0K0.03%––
Banco BTG Pactual S.A.1,900$249.0K0.10%––
Means Investment Co., Inc.1,897$248.0K0.06%––
Orion Portfolio Solutions, LLC1,896$248.0K0.01%––
Echo Street Capital Management LLC1,878$246.0K0.00%––
Peak Financial Management, Inc.1,846$242.0K0.09%––
Gotham Asset Management, LLC1,829$240.0K0.01%––
Spire Wealth Management1,889$239.0K0.01%––
Fayez Sarofim & Co1,800$236.0K0.00%––
Hunter Perkins Capital Management, LLC1,800$236.0K0.05%––
Roman Butler Fullerton & Co1,470$235.0K0.12%––
Beaumont Asset Management, L.L.C.1,796$235.0K0.20%––
Parsons Capital Management Inc1,750$229.0K0.02%––
Koshinski Asset Management, Inc.1,731$227.0K0.02%––
Cypress Capital Group1,722$226.0K0.03%––
Valeo Financial Advisors, LLC1,726$226.0K0.01%––
McGuire Investment Group, LLC1,727$226.0K0.05%––
Brown Brothers Harriman & Co1,707$224.0K0.00%––
Brighton Jones LLC1,712$224.0K0.01%––
HBK Sorce Advisory LLC1,707$224.0K0.01%––
Perennial Investment Advisors, LLC1,702$223.0K0.09%––
Strategic Financial Services, Inc,1,680$220.0K0.02%––
Pitcairn Co1,678$219.0K0.02%––
Allworth Financial LP1,667$218.0K0.00%––
Ballentine Partners, LLC1,643$215.0K0.01%––
Gateway Advisory, LLC1,642$215.0K0.05%––
SevenBridge Financial Group, LLC1,627$213.0K0.08%––
Oak Grove Capital LLC1,600$210.0K0.06%––
Gladstone Institutional Advisory LLC1,595$209.0K0.03%––
Fisher Asset Management, LLC1,592$208.0K0.00%––
Meritage Portfolio Management1,589$208.0K0.01%––
KCM Investment Advisors LLC1,582$207.0K0.01%––
Founders Financial Securities LLC1,573$206.0K0.05%––
Summit Asset Management, LLC1,571$206.0K0.07%––
Ausdal Financial Partners, Inc.1,564$205.0K0.03%––
C M Bidwell & Associates Ltd1,550$203.0K0.15%––
New England Research & Management, Inc.1,550$203.0K0.11%––
Western Wealth Management, LLC1,542$202.0K0.03%––
Boston Private Wealth LLC1,534$201.0K0.00%––
Crescent Capital Consulting, LLC1,512$199.0K0.04%––
Pacitti Group Inc.1,421$186.0K0.12%––
Archer Investment Corp1,417$185.6K0.08%––
Maj Invest Holding A/S1,400$184.0K0.00%––
Sullivan, Bruyette, Speros & Blaney, LLC1,345$176.0K0.01%––
Quadrant Capital Group LLC1,336$175.0K0.03%––
Northern Oak Wealth Management Inc1,325$174.0K0.02%––
Country Trust Bank1,317$172.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,260$165.0K0.24%––
GPS Wealth Strategies Group, LLC1,229$160.0K0.05%––
Horan Securities, Inc.1,196$157.0K0.13%––
Proequities, Inc.1,156$151.0K0.01%––
Prime Capital Investment Advisors, LLC1,135$149.0K0.01%––
Ameritas Investment Company, LLC1,074$140.6K0.01%––
BDO Wealth Advisors, LLC1,025$134.0K0.02%––
O'Shaughnessy Asset Management, LLC1,013$133.0K0.00%––
Heritage Wealth Advisors1,002$131.2K0.01%––
First Command Bank1,000$131.0K0.03%––
First Command Financial Services, Inc.1,000$131.0K0.03%––
Sandy Spring Bank987$129.0K0.01%––
Benjamin F. Edwards & Company, Inc.961$126.0K0.01%––
Joseph P. Lucia & Associates, LLC952$125.0K0.06%––
IFP Advisors, Inc914$118.0K0.00%––
Loomis Sayles & Co L P886$116.0K0.00%––
Atwood & Palmer Inc850$111.0K0.01%––