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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; 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
WealthPLAN Partners, LLC837$323.0K0.02%+837New
Castle Rock Wealth Management, LLC708$323.0K0.12%+708New
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,380$324.3K0.38%+120+9.5%Added
First Command Bank1,385$325.0K0.04%+385+38.5%Added
First Command Financial Services, Inc.1,385$325.0K0.04%+385+38.5%Added
Maj Invest Holding A/S1,400$329.0K0.01%00.0%Unchanged
Dynamic Advisor Solutions LLC1,401$329.0K0.03%+1,401New
Sabadell Asset Management, S.A S.G.I.I.C1,416$332.7K0.06%+1,416New
Boothbay Fund Management, LLC1,432$336.0K0.01%+1,432New
Orion Portfolio Solutions, LLC1,438$338.0K0.01%−458−24.2%Reduced
Range Financial Group LLC1,450$341.0K0.25%+1,450New
Roman Butler Fullerton & Co1,470$345.0K0.17%00.0%Unchanged
Quadrant Capital Group LLC1,470$345.0K0.05%+134+10.0%Added
HighPoint Advisor Group LLC1,479$348.0K0.04%+1,479New
Azzad Asset Management Inc1,489$349.8K0.05%+1,489New
Hunter Perkins Capital Management, LLC1,500$352.0K0.07%−300−16.7%Reduced
Carret Asset Management, LLC1,500$352.0K0.04%+1,500New
Parsons Capital Management Inc1,550$364.0K0.03%−200−11.4%Reduced
Trexquant Investment LP1,558$366.0K0.03%−37,838−96.0%Reduced
Personal Capital Advisors Corp1,559$366.0K0.00%+1,559New
Abbot Financial Management, Inc.1,565$368.0K0.16%−734−31.9%Reduced
Spearhead Capital Advisors, LLC1,583$372.0K0.05%−2,771−63.6%Reduced
Western Wealth Management, LLC1,591$376.0K0.04%+49+3.2%Added
Ballentine Partners, LLC1,609$378.0K0.01%−34−2.1%Reduced
Cypress Capital Group1,620$380.0K0.05%−102−5.9%Reduced
Lido Advisors, LLC1,622$381.0K0.01%+1,622New
Bel Air Investment Advisors LLC1,636$384.0K0.01%+1,636New
Pacitti Group Inc.–$385.0K0.23%––
TriaGen Wealth Management LLC1,095$387.0K0.20%+1,095New
EP Wealth Advisors, LLC1,651$388.0K0.01%+1,651New
Strategic Financial Services, Inc,1,680$395.0K0.03%00.0%Unchanged
Level Four Advisory Services, LLC1,700$399.0K0.03%−279−14.1%Reduced
McGuire Investment Group, LLC1,698$399.0K0.08%−29−1.7%Reduced
NN Investment Partners Holdings N.V.1,700$399.0K0.00%+1,700New
Brown Brothers Harriman & Co1,707$401.0K0.00%00.0%Unchanged
Regent Peak Wealth Advisors LLC1,135$401.0K0.11%+1,135New
Gainplan LLC1,693$403.0K0.16%+1,693New
HBK Sorce Advisory LLC1,719$404.0K0.02%+12+0.7%Added
Pinnacle Associates Ltd1,731$407.0K0.01%+1,731New
Founders Financial Securities LLC1,750$411.0K0.08%+177+11.3%Added
O'Shaughnessy Asset Management, LLC1,759$413.0K0.01%+746+73.6%Added
Glenmede Trust Co NA1,788$419.0K0.00%−2,050−53.4%Reduced
Brighton Jones LLC1,785$419.0K0.02%+73+4.3%Added
Summit Asset Management, LLC1,791$421.0K0.13%+220+14.0%Added
Fayez Sarofim & Co1,800$423.0K0.00%00.0%Unchanged
Peak Financial Management, Inc.1,846$434.0K0.15%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,845$434.0K0.02%+884+92.0%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,858$437.0K0.00%+1,858New
Donoghue Forlines LLC1,882$442.0K0.08%−5,065−72.9%Reduced
Teza Capital Management LLC1,887$443.0K0.07%−9,211−83.0%Reduced
Fulton Breakefield Broenniman LLC1,910$449.0K0.04%00.0%Unchanged
Stonebridge Financial Planning Group, LLC1,885$451.0K0.24%+20+1.1%Added
RB Capital Management, LLC1,918$451.0K0.17%+1,918New
Means Investment Co., Inc.1,924$452.0K0.09%+27+1.4%Added
Laurel Wealth Advisors, Inc.1,927$453.0K0.06%+1,927New
Caas Capital Management LP1,944$457.0K0.02%−26,431−93.1%Reduced
KCM Investment Advisors LLC1,953$459.0K0.02%+371+23.5%Added
Capital International Ltd1,968$462.0K0.03%−8,129−80.5%Reduced
Financial Advocates Investment Management1,977$464.0K0.03%−706−26.3%Reduced
McKinley Carter Wealth Services, Inc.1,990$468.0K0.04%00.0%Unchanged
Advisor Resource Council1,993$468.0K0.05%+1,993New
Harvey Capital Management Inc2,000$469.0K0.15%+2,000New
Dorchester Wealth Management Co2,000$470.0K0.11%−100−4.8%Reduced
Cerity Partners LLC2,000$470.0K0.01%−10−0.5%Reduced
Reik & Co., LLC2,000$470.0K0.12%00.0%Unchanged
Paragon Wealth Strategies, LLC2,000$470.0K0.13%00.0%Unchanged
Apriem Advisors2,016$474.0K0.07%+2,016New
Crossmark Global Holdings, Inc.2,053$482.0K0.01%−20−1.0%Reduced
Buckingham Strategic Wealth, LLC2,056$483.0K0.01%+126+6.5%Added
Seven Eight Capital, LP2,072$487.0K0.07%−6,551−76.0%Reduced
New York State Teachers Retirement System2,100$493.0K0.00%−900−30.0%Reduced
People's United Financial, Inc.2,124$499.0K0.01%+120+6.0%Added
Beaumont Financial Partners, LLC2,129$500.0K0.04%+2,129New
Laidlaw Wealth Management LLC2,151$505.0K0.13%−520−19.5%Reduced
Claro Advisors LLC2,157$507.0K0.23%−706−24.7%Reduced
Lombard Odier Asset Management (Switzerland) SA2,164$508.0K0.03%−125,540−98.3%Reduced
Keybank National Association2,190$515.0K0.00%−800−26.8%Reduced
Dimension Capital Management LLC2,196$516.0K0.11%−1,604−42.2%Reduced
Avidian Wealth Solutions, LLC2,200$517.0K0.04%+2,200New
Regal Investment Advisors LLC2,200$517.0K0.05%+2,200New
AdvisorNet Financial, Inc2,232$524.0K0.03%−199−8.2%Reduced
BBVA USA2,231$524.0K0.03%+2,231New
Chicago Capital, LLC2,240$526.0K0.02%−5−0.2%Reduced
Cooper Financial Group2,239$526.0K0.11%+39+1.8%Added
Peregrine Asset Advisers, Inc.2,245$528.0K0.24%+245+12.3%Added
Continuum Advisory, LLC2,253$529.0K0.16%+502+28.7%Added
Twin Lakes Capital Management, LLC2,278$535.0K0.30%00.0%Unchanged
Gateway Advisory, LLC2,290$538.0K0.11%+648+39.5%Added
Aberdeen Wealth Management LLC2,315$544.0K0.50%−1,000−30.2%Reduced
Carnegie Capital Asset Management, LLC2,350$552.0K0.02%−650−21.7%Reduced
Lincoln National Corp2,361$555.0K0.01%+10.0%Added
Diversified Trust Co2,377$559.0K0.02%−51−2.1%Reduced
Cable Hill Partners, LLC2,406$565.0K0.13%−216−8.2%Reduced
Virtus ETF Advisers LLC2,407$566.0K0.23%−1,624−40.3%Reduced
Stonnington Group, LLC2,430$566.0K0.13%00.0%Unchanged
Brown Advisory Inc2,409$566.0K0.00%+246+11.4%Added
Kingsview Wealth Management, LLC2,423$570.0K0.03%−99−3.9%Reduced
Signaturefd, LLC2,426$570.0K0.02%+399+19.7%Added
B. Riley Wealth Management, Inc.2,469$580.0K0.06%+69+2.9%Added
MAI Capital Management2,473$581.0K0.01%+351+16.5%Added