Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2021

Institutional positions in Moderna, Inc. as of Jun 30, 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
907
+134 vs. Q1 2021
Shares held
229.1M
+22.0M (+10.6%) vs. Q1 2021
Total value
$53.8B
+$26.7B (+98.7%) vs. Q1 2021
New holders
218
327 more added
Sold out
84
256 more reduced

7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 907 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 heldQ2 2021: $53.8B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2021.

Institutions holding MRNA in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Modus Advisors, LLC2$00.00%+2New
Kelly Financial Services LLC88,118$3750.01%+87,742+23,335.6%Added
Tower View Investment Management & Research LLC4$1.00K0.00%−3−42.9%Reduced
Moisand Fitzgerald Tamayo, LLC3$1.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC10$2.00K0.00%−40−80.0%Reduced
Annapolis Financial Services, LLC8$2.00K0.00%−16−66.7%Reduced
Assetmark, Inc10$2.00K0.00%+10New
Fieldpoint Private Securities, LLC5$2.00K0.00%+5New
Standard Family Office LLC13$3.00K0.00%00.0%Unchanged
Ford Financial Group, LLC13$3.00K0.00%+13New
Sutton Wealth Advisors Inc.19$4.46K0.00%00.0%Unchanged
Liberty Wealth Management LLC22$5.00K0.00%−136−86.1%Reduced
First Horizon Advisors, Inc.25$5.00K0.00%−60−70.6%Reduced
RPG Investment Advisory, LLC20$5.00K0.00%−25−55.6%Reduced
American National Bank21$5.00K0.00%00.0%Unchanged
FormulaFolio Investments, LLC22$5.00K0.00%00.0%Unchanged
Versant Capital Management, Inc21$5.00K0.00%+6+40.0%Added
West Paces Advisors Inc.23$5.41K0.00%00.0%Unchanged
West Oak Capital, LLC25$6.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC24$6.00K0.00%00.0%Unchanged
Better Money Decisions, LLC25$6.00K0.01%00.0%Unchanged
Hanson & Doremus Investment Management80$6.00K0.00%+67+515.4%Added
TD Private Client Wealth LLC29$6.81K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.28$7.00K0.00%−12,641−99.8%Reduced
Tortoise Investment Management, LLC30$7.00K0.00%−15−33.3%Reduced
City Holding Co30$7.00K0.00%00.0%Unchanged
Fortis Advisors, LLC28$7.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC32$7.52K0.00%−19−37.3%Reduced
Baystate Wealth Management LLC33$8.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.33$8.00K0.00%+14+73.7%Added
Castleview Partners, LLC35$8.00K0.00%+35New
Strategic Blueprint, LLC32$8.00K0.00%+32New
Charter Oak Capital Management, LLC37$9.00K0.00%−19−33.9%Reduced
Private Ocean, LLC40$9.00K0.00%00.0%Unchanged
Parisi Gray Wealth Management38$9.00K0.00%+38New
Gemmer Asset Management LLC44$10.0K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.43$10.0K0.00%+2+4.9%Added
Glen Eagle Advisors, LLC46$10.8K0.00%00.0%Unchanged
Paloma Partners Management Co45$11.0K0.00%+45New
Prestige Wealth Management Group LLC47$11.0K0.00%+47New
John W. Brooker & Co., CPAs50$12.0K0.01%−70−58.3%Reduced
Parkside Financial Bank & Trust51$12.0K0.00%−42−45.2%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC54$12.0K0.00%−30−35.7%Reduced
Arrow Financial Corp50$12.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC50$12.0K0.00%00.0%Unchanged
Bellevue Asset Management, LLC50$12.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC50$12.0K0.00%+40+400.0%Added
Coastal Capital Group, Inc.59$14.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc65$15.0K0.00%00.0%Unchanged
Caldwell Trust Co65$15.3K0.00%00.0%Unchanged
Simon Quick Advisors, LLC70$16.0K0.00%−500−87.7%Reduced
Manchester Capital Management LLC68$16.0K0.00%00.0%Unchanged
Concord Wealth Partners72$17.0K0.00%−57−44.2%Reduced
Smithfield Trust Co73$17.0K0.00%00.0%Unchanged
Resources Management Corp75$18.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC76$18.0K0.01%+9+13.4%Added
Evoke Wealth, LLC86$20.0K0.00%−63−42.3%Reduced
West Branch Capital LLC87$20.0K0.01%+87New
Accel Wealth Management90$21.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP90$21.0K0.01%+90New
Tradition Wealth Management, LLC100$23.0K0.00%−10−9.1%Reduced
Delta Asset Management LLC100$23.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC100$23.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.100$23.0K0.01%00.0%Unchanged
Wagner Wealth Management, LLC98$23.0K0.02%00.0%Unchanged
CNB Bank100$23.0K0.01%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.100$23.0K0.01%00.0%Unchanged
Heritage Wealth Management, LLC100$23.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC100$23.0K0.00%+100New
Bellwether Advisors, LLC100$23.0K0.01%+100New
Larson Financial Group LLC101$24.0K0.01%−36−26.3%Reduced
American Research & Management Co.104$24.0K0.01%−5−4.6%Reduced
Carmichael Hill & Associates, Inc.104$24.0K0.01%+47+82.5%Added
Reilly Financial Advisors, LLC102$24.0K0.00%+67+191.4%Added
Bessemer Group Inc100$24.0K0.00%+100New
SOA Wealth Advisors, LLC.110$25.0K0.01%−12,646−99.1%Reduced
Central Bank & Trust Co105$25.0K0.00%−300−74.1%Reduced
FNY Investment Advisers, LLC112$26.0K0.01%−592−84.1%Reduced
First Horizon Corp111$26.0K0.00%00.0%Unchanged
Earnest Partners LLC118$28.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC120$28.0K0.01%+120New
North Star Investment Management Corp.125$29.0K0.00%00.0%Unchanged
Costello Asset Management, INC125$29.0K0.02%+75+150.0%Added
Capital Advisory Group Advisory Services, LLC128$30.0K0.01%00.0%Unchanged
JJJ Advisors Inc.129$30.0K0.01%+23+21.7%Added
Global Wealth Management Investment Advisory, Inc.130$31.0K0.01%−20−13.3%Reduced
Westside Investment Management, Inc.134$31.0K0.00%00.0%Unchanged
Atlas Private Wealth Advisors131$31.0K0.02%00.0%Unchanged
Winch Advisory Services, LLC132$31.0K0.01%+125+1,785.7%Added
Pittenger & Anderson Inc135$32.0K0.00%00.0%Unchanged
HM Payson & Co143$34.0K0.00%+3+2.1%Added
Evolution Wealth Advisors, LLC145$34.0K0.01%+75+107.1%Added
Howe & Rusling Inc150$35.0K0.00%00.0%Unchanged
Holloway Wealth Management, LLC–$35.0K0.01%––
Stonebridge Capital Advisors LLC150$35.0K0.00%00.0%Unchanged
Red Door Wealth Management, LLC152$35.0K0.01%+152New
Bogart Wealth, LLC155$36.0K0.00%−1,975−92.7%Reduced
Enterprise Financial Services Corp155$36.0K0.01%+7+4.7%Added
Navigation Wealth Management, Inc.154$36.0K0.03%+154New
Zions Bancorporation, N.A.158$37.0K0.00%+16+11.3%Added