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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 5,013 | $1.17M | 0.05% | −467−8.5% | Reduced |
| NVWM, LLC | 5,007 | $1.18M | 0.42% | +100+2.0% | Added |
| Aft, Forsyth & Company, Inc. | 5,010 | $1.18M | 0.63% | +5,010 | New |
| Mid Atlantic Financial Management Inc | 5,063 | $1.19M | 0.08% | −259−4.9% | Reduced |
| Precision Wealth Strategies, LLC | 5,101 | $1.20M | 1.03% | −1,119−18.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,137 | $1.21M | 0.00% | −1,613−23.9% | Reduced |
| Cary Street Partners Asset Management LLC | 5,248 | $1.23M | 0.29% | −18,328−77.7% | Reduced |
| American Portfolios Advisors | 5,276 | $1.24M | 0.05% | +162+3.2% | Added |
| J.W. Cole Advisors, Inc. | 5,355 | $1.26M | 0.10% | −355−6.2% | Reduced |
| Man Group plc | 5,367 | $1.26M | 0.00% | −2,417−31.1% | Reduced |
| World Asset Management Inc | 5,398 | $1.27M | 0.12% | +455+9.2% | Added |
| QS Investors, LLC | 5,410 | $1.27M | 0.02% | +400+8.0% | Added |
| Wedbush Securities Inc | 5,420 | $1.27M | 0.06% | −2,133−28.2% | Reduced |
| Tuttle Tactical Management | 5,535 | $1.30M | 0.58% | +5,535 | New |
| Avitas Wealth Management LLC | 5,543 | $1.30M | 0.23% | −2,299−29.3% | Reduced |
| Prospera Financial Services Inc | 5,549 | $1.30M | 0.07% | +1,426+34.6% | Added |
| Carl P. Sherr & Co., LLC | 5,594 | $1.31M | 0.90% | +265+5.0% | Added |
| IndexIQ Advisors LLC | 5,615 | $1.32M | 0.04% | +412+7.9% | Added |
| DuPont Capital Management Corp | 5,664 | $1.33M | 0.03% | +5,664 | New |
| Illinois Municipal Retirement Fund | 5,700 | $1.34M | 0.05% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 5,729 | $1.35M | 0.01% | +5,729 | New |
| Agf Investments Inc. | 5,844 | $1.37M | 0.01% | +283+5.1% | Added |
| Avantax Advisory Services, Inc. | 5,899 | $1.39M | 0.03% | +34+0.6% | Added |
| Qtron Investments LLC | 5,905 | $1.39M | 0.35% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,919 | $1.39M | 0.02% | +1,031+21.1% | Added |
| Northern Oak Wealth Management Inc | 5,919 | $1.39M | 0.17% | +4,594+346.7% | Added |
| ACG Wealth | 5,925 | $1.39M | 0.18% | +209+3.7% | Added |
| Flagship Harbor Advisors, LLC | 5,942 | $1.40M | 0.15% | −2,121−26.3% | Reduced |
| Great Valley Advisor Group, Inc. | 5,977 | $1.40M | 0.10% | −403−6.3% | Reduced |
| swisspartners Ltd. | 6,000 | $1.41M | 1.00% | −330−5.2% | Reduced |
| Gamco Investors, Inc. Et Al | 6,000 | $1.41M | 0.01% | +1,000+20.0% | Added |
| UBS Oconnor LLC | 6,000 | $1.41M | 0.01% | +6,000 | New |
| Longitude (Cayman) Ltd. | 6,000 | $1.41M | 0.92% | +6,000 | New |
| Squarepoint Ops LLC | 6,026 | $1.42M | 0.01% | −62,666−91.2% | Reduced |
| Pitcairn Co | 6,290 | $1.48M | 0.10% | +4,612+274.9% | Added |
| Two Sigma Securities, LLC | 6,408 | $1.51M | 0.38% | +3,813+146.9% | Added |
| Mercer Global Advisors Inc | 6,540 | $1.54M | 0.01% | +1,257+23.8% | Added |
| Morse Asset Management, Inc | 6,580 | $1.55M | 0.37% | +3,580+119.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,709 | $1.58M | 0.15% | −65−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 6,874 | $1.61M | 0.06% | +4,288+165.8% | Added |
| Meridian Wealth Management, LLC | 6,890 | $1.62M | 0.21% | −2,075−23.1% | Reduced |
| Quantedge Capital Pte Ltd | 7,000 | $1.65M | 0.79% | +7,000 | New |
| Allstate Corp | 7,013 | $1.65M | 0.06% | −891−11.3% | Reduced |
| ING Groep NV | 7,080 | $1.66M | 0.03% | +7,080 | New |
| Capstone Triton Financial Group, LLC | 7,225 | $1.70M | 1.04% | +900+14.2% | Added |
| BP PLC | 7,269 | $1.71M | 0.07% | −1,740−19.3% | Reduced |
| Stevard, LLC | 7,384 | $1.74M | 1.34% | +524+7.6% | Added |
| NEXT Financial Group, Inc | 7,418 | $1.74M | 0.14% | +76+1.0% | Added |
| JustInvest LLC | 7,516 | $1.77M | 0.18% | +2,846+60.9% | Added |
| Wade G W & Inc | 7,540 | $1.77M | 0.09% | +802+11.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 7,586 | $1.78M | 0.18% | −224−2.9% | Reduced |
| Green Alpha Advisors, LLC | 7,622 | $1.79M | 1.22% | −4,998−39.6% | Reduced |
| Belpointe Asset Management LLC | 7,652 | $1.80M | 0.13% | +2,418+46.2% | Added |
| SeaCrest Wealth Management, LLC | 7,704 | $1.81M | 0.22% | +978+14.5% | Added |
| Capital Counsel LLC | 7,840 | $1.84M | 0.09% | −180−2.2% | Reduced |
| Exchange Traded Concepts, LLC | 7,926 | $1.86M | 0.06% | −3,407−30.1% | Reduced |
| AE Wealth Management LLC | 8,196 | $1.93M | 0.02% | +668+8.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 8,202 | $1.93M | 0.03% | +1,015+14.1% | Added |
| Pendal Group Limited | 8,210 | $1.93M | 0.02% | +3,784+85.5% | Added |
| Osher Van de Voorde Investment Management | 8,240 | $1.94M | 0.47% | +375+4.8% | Added |
| Kovack Advisors, Inc. | 8,247 | $1.94M | 0.22% | −113−1.4% | Reduced |
| Gladstone Institutional Advisory LLC | 8,246 | $1.94M | 0.23% | +6,651+417.0% | Added |
| Purus Wealth Management, LLC | 8,332 | $1.96M | 1.41% | −271−3.2% | Reduced |
| Sofos Investments, Inc. | 7,401 | $1.97M | 0.91% | +618+9.1% | Added |
| Aurora Private Wealth, Inc. | 8,468 | $1.99M | 0.80% | +137+1.6% | Added |
| Advisory Research Inc | 8,544 | $2.01M | 0.13% | −3,182−27.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,546 | $2.01M | 0.18% | −1,250−12.8% | Reduced |
| Ameritas Investment Partners, Inc. | 8,664 | $2.04M | 0.07% | +187+2.2% | Added |
| Motley Fool Asset Management LLC | 8,689 | $2.04M | 0.13% | −1,481−14.6% | Reduced |
| Wealthcare Advisory Partners LLC | 8,712 | $2.05M | 0.14% | +1,977+29.4% | Added |
| Bellecapital International Ltd. | 8,739 | $2.05M | 0.62% | +1,629+22.9% | Added |
| Duality Advisers, LP | 8,776 | $2.06M | 0.18% | −25,778−74.6% | Reduced |
| Washington Trust Co | 8,971 | $2.11M | 0.06% | +312+3.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,050 | $2.13M | 0.10% | +6,230+220.9% | Added |
| Symmetry Partners, LLC | 9,171 | $2.15M | 0.14% | +6,350+225.1% | Added |
| Cookson Peirce & Co Inc | 9,211 | $2.16M | 0.13% | +9,211 | New |
| Harbour Investments, Inc. | 9,220 | $2.17M | 0.07% | −1,666−15.3% | Reduced |
| Tudor Investment Corp Et Al | 9,279 | $2.18M | 0.04% | −19,487−67.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 9,288 | $2.18M | 0.18% | +2,126+29.7% | Added |
| International Assets Investment Management, LLC | 9,386 | $2.21M | 0.41% | −7,492−44.4% | Reduced |
| Professional Planning | 9,430 | $2.21M | 1.02% | +304+3.3% | Added |
| Brandywine Managers, LLC | 9,510 | $2.23M | 2.55% | 00.0% | Unchanged |
| IBM Retirement Fund | 9,549 | $2.24M | 0.18% | −182−1.9% | Reduced |
| Avestar Capital, LLC | 9,703 | $2.28M | 0.44% | +184+1.9% | Added |
| Picton Mahoney Asset Management | 9,921 | $2.33M | 0.08% | +9,921 | New |
| Wolverine Trading, LLC | 9,963 | $2.34M | 0.06% | −28,134−73.8% | Reduced |
| InterOcean Capital Group, LLC | 10,000 | $2.35M | 0.12% | 00.0% | Unchanged |
| PointState Capital LP | 10,000 | $2.35M | 0.06% | +10,000 | New |
| GWM Advisors LLC | 10,209 | $2.40M | 0.06% | +7,889+340.0% | Added |
| Old Port Advisors | 9,734 | $2.40M | 0.86% | −187−1.9% | Reduced |
| Baird Financial Group, Inc. | 10,222 | $2.40M | 0.01% | +328+3.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,300 | $2.42M | 0.14% | +3,600+53.7% | Added |
| Douglas Lane & Associates, LLC | 10,536 | $2.48M | 0.03% | +10,536 | New |
| Scotia Capital Inc. | 10,692 | $2.51M | 0.02% | +5,431+103.2% | Added |
| Toroso Investments, LLC | 10,943 | $2.57M | 0.10% | +7,355+205.0% | Added |
| Vident Investment Advisory, LLC | 11,000 | $2.58M | 0.08% | −10,886−49.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,133 | $2.62M | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 11,176 | $2.63M | 0.02% | −1,364−10.9% | Reduced |
| Northeast Investment Management | 11,402 | $2.68M | 0.14% | +650+6.0% | Added |
| Arkadios Wealth Advisors | 11,527 | $2.71M | 0.33% | +260+2.3% | Added |