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 |
|---|---|---|---|---|---|
| Exane Derivatives | 2,493 | $586.2K | 0.14% | −6,262−71.5% | Reduced |
| Birinyi Associates Inc | 2,500 | $587.0K | 0.20% | −1,100−30.6% | Reduced |
| Nadler Financial Group, Inc. | 2,502 | $588.0K | 0.10% | +160+6.8% | Added |
| Cornerstone Wealth Management, LLC | 2,515 | $591.0K | 0.06% | −111−4.2% | Reduced |
| Resources Investment Advisors, LLC. | 2,517 | $591.0K | 0.02% | −69−2.7% | Reduced |
| Cigna Investments Inc | 2,525 | $594.0K | 0.04% | +329+15.0% | Added |
| Veritable, L.P. | 2,543 | $598.0K | 0.01% | +624+32.5% | Added |
| Advisory Services Network, LLC | 2,557 | $601.0K | 0.02% | −3,467−57.6% | Reduced |
| Lee Financial Co | 2,608 | $613.0K | 0.13% | +8+0.3% | Added |
| CIBC Private Wealth Group, LLC | 2,652 | $623.0K | 0.00% | +80+3.1% | Added |
| Brewin Dolphin Ltd | 2,652 | $623.2K | 0.03% | +130+5.2% | Added |
| Marshall Wace, LLP | 2,684 | $631.0K | 0.00% | −67,483−96.2% | Reduced |
| Keebeck Alpha, LP | 2,693 | $633.0K | 0.22% | 00.0% | Unchanged |
| Hellman Jordan Management Co Inc | 2,700 | $634.0K | 1.13% | −71−2.6% | Reduced |
| New England Research & Management, Inc. | 2,700 | $634.0K | 0.33% | +1,150+74.2% | Added |
| Capital International Inc | 2,721 | $639.0K | 0.01% | −10,011−78.6% | Reduced |
| Colony Group LLC | 2,735 | $643.0K | 0.01% | +307+12.6% | Added |
| Stephens Inc | 2,741 | $644.0K | 0.01% | −50−1.8% | Reduced |
| Claraphi Advisory Network, LLC | 2,751 | $647.0K | 0.19% | +2,751 | New |
| Harvest Fund Management Co., Ltd | 2,764 | $649.0K | 0.07% | +212+8.3% | Added |
| GFG Capital, LLC | 2,770 | $651.0K | 0.20% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 2,779 | $653.0K | 0.01% | −210−7.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,782 | $653.0K | 0.50% | +986+54.9% | Added |
| Capstone Financial Advisors, Inc. | 2,788 | $655.0K | 0.05% | −38−1.3% | Reduced |
| Johnson Investment Counsel Inc | 2,830 | $665.0K | 0.01% | −15−0.5% | Reduced |
| Intelligence Driven Advisers, LLC | 2,846 | $669.0K | 0.13% | +4+0.1% | Added |
| Heritage Trust Co | 2,886 | $678.0K | 0.10% | +317+12.3% | Added |
| Quilter Plc | 2,900 | $681.0K | 0.02% | −12,618−81.3% | Reduced |
| Davenport & Co LLC | 2,899 | $681.0K | 0.01% | −211−6.8% | Reduced |
| Abbrea Capital, LLC | 2,915 | $685.0K | 0.10% | −100−3.3% | Reduced |
| qPULA Trading Management LP | 2,933 | $689.0K | 1.23% | +2,933 | New |
| Fisher Asset Management, LLC | 2,963 | $696.0K | 0.00% | +1,371+86.1% | Added |
| SevenBridge Financial Group, LLC | 3,002 | $705.0K | 0.23% | +1,375+84.5% | Added |
| Claybrook Capital, LLC | 3,002 | $705.0K | 0.23% | +3,002 | New |
| Pictet & Cie (Europe) SA | 3,035 | $713.0K | 0.02% | +215+7.6% | Added |
| Change Path, LLC | 3,082 | $724.0K | 0.04% | +589+23.6% | Added |
| Pathstone Family Office, LLC | 3,083 | $725.0K | 0.02% | −2,317−42.9% | Reduced |
| Cannon Global Investment Management, LLC | 3,100 | $728.0K | 1.61% | +3,100 | New |
| Calton & Associates, Inc. | 3,109 | $731.0K | 0.14% | −158−4.8% | Reduced |
| Bluestein R H & Co | 3,111 | $731.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,130 | $735.0K | 0.11% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,129 | $735.0K | 0.06% | +485+18.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,138 | $737.0K | 0.03% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,144 | $739.0K | 0.01% | −3,038−49.1% | Reduced |
| First Dallas Securities Inc. | 3,150 | $740.0K | 0.48% | +3,150 | New |
| Spire Wealth Management | 2,934 | $749.0K | 0.02% | +1,045+55.3% | Added |
| Driehaus Capital Management LLC | 3,221 | $757.0K | 0.01% | +1,052+48.5% | Added |
| Walleye Capital LLC | 3,232 | $759.0K | 0.03% | +3,232 | New |
| Hillsdale Investment Management Inc. | 3,250 | $763.0K | 0.06% | +3,250 | New |
| Ieq Capital, LLC | 3,258 | $766.0K | 0.02% | +1,122+52.5% | Added |
| AIA Group Ltd | 2,451 | $769.0K | 0.05% | +2,451 | New |
| Quantbot Technologies LP | 3,352 | $787.0K | 0.06% | −5,415−61.8% | Reduced |
| Krilogy Financial LLC | 3,353 | $788.0K | 0.08% | −343−9.3% | Reduced |
| Parallel Advisors, LLC | 3,359 | $789.0K | 0.03% | +67+2.0% | Added |
| Aspiriant, LLC | 3,359 | $789.0K | 0.04% | +3,359 | New |
| Philadelphia Trust Co | 3,415 | $802.0K | 0.06% | +315+10.2% | Added |
| Gries Financial LLC | 1,915 | $802.0K | 0.26% | +15+0.8% | Added |
| Snowden Capital Advisors LLC | 3,420 | $803.6K | 0.04% | +50+1.5% | Added |
| CWM, LLC | 3,423 | $804.0K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 3,421 | $804.0K | 0.10% | −854−20.0% | Reduced |
| Corient Capital Partners, LLC | 3,438 | $808.0K | 0.06% | +521+17.9% | Added |
| Hilltop Holdings Inc. | 3,465 | $814.0K | 0.09% | −423−10.9% | Reduced |
| Brookfield Asset Management Inc. | 3,499 | $822.0K | 0.00% | +3,499 | New |
| EMC Capital Management | 2,000 | $827.0K | 0.47% | 00.0% | Unchanged |
| Seeyond | 3,543 | $832.0K | 0.08% | −731−17.1% | Reduced |
| McAdam, LLC | 2,406 | $832.0K | 0.09% | +106+4.6% | Added |
| Aurora Investment Counsel | 3,575 | $840.0K | 0.59% | +3,575 | New |
| Patriot Financial Group Insurance Agency, LLC | 3,577 | $841.0K | 0.15% | +1,036+40.8% | Added |
| AGF Investments LLC | 3,621 | $851.0K | 0.09% | −511−12.4% | Reduced |
| First Midwest Bank Trust Division | 3,623 | $851.0K | 0.11% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,635 | $854.0K | 0.10% | +300+9.0% | Added |
| Inscription Capital, LLC | 3,635 | $854.0K | 0.10% | +3,635 | New |
| Steel Peak Wealth Management LLC | 3,674 | $863.0K | 0.06% | −4,765−56.5% | Reduced |
| Wetherby Asset Management Inc | 3,712 | $872.0K | 0.05% | +384+11.5% | Added |
| Princeton Global Asset Management LLC | 3,744 | $880.0K | 0.27% | +194+5.5% | Added |
| Sheets Smith Wealth Management | 3,800 | $893.0K | 0.12% | 00.0% | Unchanged |
| AXS Investments LLC | 3,830 | $900.0K | 0.27% | −1,300−25.3% | Reduced |
| Winfield Associates, Inc. | 3,925 | $922.0K | 0.34% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 3,927 | $923.0K | 1.74% | +129+3.4% | Added |
| J Arnold Wealth Management Co | 3,980 | $935.0K | 0.45% | −740−15.7% | Reduced |
| Ghost Tree Capital, LLC | 4,000 | $940.0K | 0.29% | +4,000 | New |
| Crescent Capital Consulting, LLC | 1,715 | $942.0K | 0.18% | +203+13.4% | Added |
| Synovus Financial Corp | 4,070 | $950.0K | 0.01% | −994−19.6% | Reduced |
| Harvest Investment Services, LLC | 4,080 | $958.0K | 0.40% | −13,777−77.2% | Reduced |
| Oak Grove Capital LLC | 4,200 | $987.0K | 0.23% | +2,600+162.5% | Added |
| Eudaimonia Partners, LLC | 4,298 | $1.01M | 0.19% | +629+17.1% | Added |
| CIBC World Markets Corp | 4,351 | $1.02M | 0.01% | −10,945−71.6% | Reduced |
| XR Securities LLC | 4,348 | $1.02M | 0.85% | −4,930−53.1% | Reduced |
| IHT Wealth Management, LLC | 4,385 | $1.03M | 0.07% | +1,854+73.3% | Added |
| Beacon Investment Advisory Services, Inc. | 4,407 | $1.04M | 0.04% | +243+5.8% | Added |
| Columbia Asset Management | 4,485 | $1.05M | 0.24% | +4,485 | New |
| Maven Securities LTD | 4,500 | $1.06M | 0.11% | +4,500 | New |
| ACT Capital Management, LLC | 4,500 | $1.06M | 0.54% | +4,500 | New |
| Norinchukin Bank, The | 4,614 | $1.08M | 0.02% | +710+18.2% | Added |
| Integrated Wealth Concepts LLC | 4,631 | $1.09M | 0.04% | −797−14.7% | Reduced |
| Kestra Private Wealth Services, LLC | 4,670 | $1.10M | 0.07% | −510−9.8% | Reduced |
| Xcel Wealth Management, LLC | 4,761 | $1.12M | 0.34% | +281+6.3% | Added |
| JT Stratford LLC | 4,779 | $1.12M | 0.36% | −291−5.7% | Reduced |
| Winton Group Ltd | 4,782 | $1.12M | 0.06% | −5,297−52.6% | Reduced |
| D.A. Davidson & Co. | 4,900 | $1.15M | 0.01% | −131−2.6% | Reduced |