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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $22.3B |
| Q1 2026 | 727 | $15.6B |
| Q4 2025 | 676 | $8.97B |
| Q3 2025 | 646 | $7.11B |
| Q2 2025 | 677 | $8.06B |
| Q1 2025 | 696 | $8.00B |
| Q4 2024 | 750 | $11.5B |
| Q3 2024 | 795 | $17.5B |
| Q2 2024 | 958 | $31.1B |
| Q1 2024 | 904 | $28.1B |
| Q4 2023 | 887 | $25.6B |
| Q3 2023 | 892 | $25.5B |
| Q2 2023 | 970 | $30.2B |
| Q1 2023 | 1,019 | $38.3B |
| Q4 2022 | 1,073 | $44.6B |
| Q3 2022 | 916 | $29.2B |
| Q2 2022 | 984 | $35.0B |
| Q1 2022 | 1,009 | $42.8B |
| Q4 2021 | 1,112 | $62.6B |
| Q3 2021 | 1,146 | $93.6B |
| Q2 2021 | 907 | $53.8B |
| Q1 2021 | 780 | $27.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Professional Financial Advisors, LLC | 169 | $40.0K | 0.02% | +13+8.3% | Added |
| Hudock, Inc. | 182 | $42.0K | 0.01% | −2−1.1% | Reduced |
| TFC Financial Management | 178 | $42.0K | 0.01% | +28+18.7% | Added |
| Community Bank, N.A. | 200 | $47.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $47.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 198 | $47.0K | 0.01% | +12+6.5% | Added |
| Vectors Research Management, LLC | 200 | $47.0K | 0.01% | +200 | New |
| Beck Bode, LLC | 206 | $48.0K | 0.01% | +206 | New |
| State of Wyoming | 223 | $52.0K | 0.03% | +223 | New |
| HHM Wealth Advisors, LLC | 225 | $53.0K | 0.01% | −25−10.0% | Reduced |
| Old Second National Bank of Aurora | 225 | $53.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 230 | $54.1K | 0.03% | −400−63.5% | Reduced |
| Tradewinds Capital Management, LLC | 233 | $55.0K | 0.01% | −415−64.0% | Reduced |
| FFT Wealth Management LLC | 233 | $55.0K | 0.01% | +233 | New |
| Huntington National Bank | 240 | $56.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 239 | $56.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 240 | $56.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 240 | $56.4K | 0.03% | −125−34.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 242 | $57.0K | 0.02% | +107+79.3% | Added |
| Catalyst Capital Advisors LLC | 245 | $58.0K | 0.00% | +8+3.4% | Added |
| Flagship Private Wealth, LLC | 264 | $58.6K | 0.04% | +131+98.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 250 | $59.0K | 0.03% | +250 | New |
| Financial Perspectives, Inc | 256 | $60.1K | 0.03% | −26,670−99.0% | Reduced |
| TSFG, LLC | 259 | $61.0K | 0.02% | +154+146.7% | Added |
| Webster Bank, N. A. | 266 | $63.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 278 | $65.0K | 0.01% | +22+8.6% | Added |
| Center for Financial Planning, Inc. | 288 | $68.0K | 0.02% | −211−42.3% | Reduced |
| FinTrust Capital Advisors, LLC | 294 | $69.0K | 0.02% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 300 | $70.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 300 | $70.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 300 | $70.0K | 0.01% | +21+7.5% | Added |
| PrairieView Partners, LLC | 300 | $70.0K | 0.01% | +300 | New |
| JTC Employer Solutions Trusteee Ltd | 300 | $71.0K | 0.01% | +300 | New |
| Brewin Dolphin Wealth Management Ltd | 309 | $72.6K | 0.01% | +225+267.9% | Added |
| Clearview Wealth Advisors LLC | 311 | $73.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Group, LLC | 310 | $73.0K | 0.02% | +45+17.0% | Added |
| Glassman Wealth Services | 317 | $74.0K | 0.02% | +10+3.3% | Added |
| TCI Wealth Advisors, Inc. | 318 | $75.0K | 0.01% | +29+10.0% | Added |
| Kistler-Tiffany Companies, LLC | 330 | $78.0K | 0.02% | +22+7.1% | Added |
| Sonora Investment Management, LLC | 340 | $80.0K | 0.01% | +340 | New |
| AlphaMark Advisors, LLC | 350 | $82.0K | 0.03% | −175−33.3% | Reduced |
| Piscataqua Savings Bank | 350 | $82.0K | 0.07% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 353 | $83.0K | 0.01% | +103+41.2% | Added |
| Lindbrook Capital, LLC | 383 | $90.0K | 0.02% | +24+6.7% | Added |
| Toth Financial Advisory Corp | 387 | $91.0K | 0.01% | −190−32.9% | Reduced |
| Wealth Quarterback LLC | 385 | $91.0K | 0.06% | +385 | New |
| Optimum Investment Advisors | 400 | $94.0K | 0.03% | +50+14.3% | Added |
| Activest Wealth Management | 414 | $97.0K | 0.07% | −219−34.6% | Reduced |
| Carroll Financial Associates, Inc. | 424 | $99.0K | 0.01% | +23+5.7% | Added |
| Newbridge Financial Services Group, Inc. | 446 | $105.0K | 0.06% | −250−35.9% | Reduced |
| Endurance Wealth Management, Inc. | 450 | $105.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 456 | $107.0K | 0.01% | −388−46.0% | Reduced |
| Whittier Trust Co | 458 | $108.0K | 0.00% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 494 | $116.0K | 0.03% | +494 | New |
| MUFG Americas Holdings Corp | 500 | $117.0K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 500 | $117.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $117.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $117.0K | 0.02% | +500 | New |
| Archer Investment Corp | 500 | $117.5K | 0.05% | −917−64.7% | Reduced |
| JFS Wealth Advisors, LLC | 507 | $119.0K | 0.02% | −27−5.1% | Reduced |
| Baldwin Brothers Inc | 510 | $120.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 580 | $136.0K | 0.01% | +580 | New |
| Duncker Streett & Co Inc | 595 | $140.0K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 612 | $144.0K | 0.03% | +612 | New |
| Sittner & Nelson, LLC | 650 | $153.0K | 0.11% | 00.0% | Unchanged |
| First Manhattan Co | 675 | $158.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 675 | $159.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 676 | $159.0K | 0.01% | +676 | New |
| Pinnacle Wealth Advisors | 676 | $159.0K | 0.01% | +676 | New |
| Sargent Bickham Lagudis LLC | 681 | $160.0K | 0.01% | −7−1.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 700 | $164.0K | 0.00% | −1,500−68.2% | Reduced |
| Cutler Group LP | 700 | $164.0K | 0.01% | −1,327−65.5% | Reduced |
| Psagot Investment House Ltd. | 700 | $164.0K | 0.01% | +700 | New |
| Asset Dedication, LLC | 718 | $169.0K | 0.03% | +650+955.9% | Added |
| Vigilant Capital Management, LLC | 758 | $178.0K | 0.01% | +8+1.1% | Added |
| Horan Securities, Inc. | 761 | $179.0K | 0.13% | −435−36.4% | Reduced |
| Ancora Advisors, LLC | 766 | $180.0K | 0.00% | +100+15.0% | Added |
| Canton Hathaway, LLC | 801 | $188.0K | 0.05% | 00.0% | Unchanged |
| Emfo, LLC | 800 | $188.0K | 0.16% | +800 | New |
| Covington Capital Management | 807 | $190.0K | 0.01% | +582+258.7% | Added |
| Loomis Sayles & Co L P | 818 | $192.0K | 0.00% | −68−7.7% | Reduced |
| Salem Investment Counselors Inc | 840 | $197.0K | 0.01% | +250+42.4% | Added |
| Berman Capital Advisors, LLC | 850 | $199.0K | 0.03% | +334+64.7% | Added |
| Atwood & Palmer Inc | 850 | $200.0K | 0.02% | 00.0% | Unchanged |
| Welch Group, LLC | 850 | $200.0K | 0.01% | +850 | New |
| SP Asset Management | 610 | $200.0K | 0.02% | +610 | New |
| First Heartland Consultants, Inc. | 857 | $201.0K | 0.03% | +857 | New |
| Coastal Investment Advisors, Inc. | 855 | $201.0K | 0.05% | +855 | New |
| Morris Retirement Advisors, LLC | 863 | $203.0K | 0.17% | +863 | New |
| Signet Financial Management, LLC | 868 | $204.0K | 0.07% | +868 | New |
| First City Capital Management, Inc. | 525 | $205.0K | 0.11% | +525 | New |
| Fifth Third Bancorp | 877 | $206.0K | 0.00% | +141+19.2% | Added |
| QCM Cayman, Ltd. | 880 | $207.0K | 0.53% | +880 | New |
| Oppenheimer & Close, LLC | 885 | $207.0K | 0.19% | +885 | New |
| Crescent Grove Advisors, LLC | 880 | $207.0K | 0.02% | +880 | New |
| Childress Capital Advisors, LLC | 893 | $209.0K | 0.10% | +893 | New |
| Wiley Bros.-Aintree Capital, LLC | 900 | $211.0K | 0.14% | +900 | New |
| Mitchell Capital Management Co | 900 | $211.0K | 0.05% | +900 | New |
| Brookstone Capital Management | 904 | $213.0K | 0.00% | +904 | New |
| GSB Wealth Management, LLC | 915 | $215.0K | 0.07% | +915 | New |