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 |
|---|---|---|---|---|---|
| Harvest Volatility Management LLC | 11,529 | $2.71M | 0.22% | +2,848+32.8% | Added |
| Slow Capital, Inc. | 11,699 | $2.75M | 0.52% | +418+3.7% | Added |
| United Capital Financial Advisers, LLC | 11,853 | $2.79M | 0.01% | +143+1.2% | Added |
| Patten & Patten Inc | 11,939 | $2.81M | 0.21% | +2,449+25.8% | Added |
| Circle Wealth Management, LLC | 12,060 | $2.83M | 0.41% | +12+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 12,119 | $2.85M | 0.01% | +12,119 | New |
| Ipswich Investment Management Co., Inc. | 12,266 | $2.88M | 0.74% | +5,906+92.9% | Added |
| Princeton Capital Management LLC | 12,270 | $2.88M | 0.89% | +12,270 | New |
| Sectoral Asset Management Inc | 12,650 | $2.97M | 0.24% | −3,200−20.2% | Reduced |
| Massachusetts Financial Services Co | 12,757 | $3.00M | 0.00% | +3,335+35.4% | Added |
| Alaska Permanent Fund Corp | 12,800 | $3.01M | 0.05% | +12,800 | New |
| Blair William & Co | 12,849 | $3.02M | 0.01% | −5,973−31.7% | Reduced |
| Hoey Investments, Inc | 12,892 | $3.03M | 0.93% | +12,672+5,760.0% | Added |
| Credit Agricole S A | 12,899 | $3.03M | 0.10% | −6,591−33.8% | Reduced |
| Moneta Group Investment Advisors LLC | 12,912 | $3.03M | 0.14% | +510+4.1% | Added |
| Capitolis Advisors LLC | 12,938 | $3.04M | 0.04% | +12,938 | New |
| L & S Advisors Inc | 12,959 | $3.04M | 0.33% | +7,801+151.2% | Added |
| Twin Capital Management Inc | 13,046 | $3.07M | 0.28% | −5,686−30.4% | Reduced |
| Lake Street Advisors Group, LLC | 7,841 | $3.07M | 0.23% | +143+1.9% | Added |
| Sigma Planning Corp | 13,225 | $3.11M | 0.09% | +397+3.1% | Added |
| Centaurus Financial, Inc. | 13,356 | $3.14M | 0.26% | +6,918+107.5% | Added |
| Captrust Financial Advisors | 13,371 | $3.14M | 0.03% | +3,206+31.5% | Added |
| Cetera Investment Advisers | 13,589 | $3.19M | 0.05% | −5,476−28.7% | Reduced |
| Harbor Investment Advisory, LLC | 13,663 | $3.21M | 0.44% | −415−2.9% | Reduced |
| Shell Asset Management Co | 13,866 | $3.26M | 0.06% | +6,803+96.3% | Added |
| Cetera Advisors LLC | 13,956 | $3.28M | 0.08% | −516−3.6% | Reduced |
| M&T Bank Corp | 14,041 | $3.30M | 0.01% | +1,338+10.5% | Added |
| Richard P Slaughter Associates Inc | 14,068 | $3.31M | 1.28% | +14,068 | New |
| RPg Family Wealth Advisory, LLC | 14,321 | $3.37M | 1.36% | +14,321 | New |
| Independent Financial Group, LLC | 14,366 | $3.38M | 0.36% | +8,053+127.6% | Added |
| Ensign Peak Advisors, Inc | 14,465 | $3.40M | 0.01% | −13,845−48.9% | Reduced |
| Vestcor Inc | 14,637 | $3.44M | 0.12% | +14,637 | New |
| Essex Investment Management Co LLC | 15,000 | $3.52M | 0.41% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,341 | $3.60M | 0.03% | +2,000+15.0% | Added |
| AtonRa Partners | 15,574 | $3.66M | 1.34% | −9,180−37.1% | Reduced |
| TownSquare Capital, LLC | 15,774 | $3.68M | 0.12% | −11,417−42.0% | Reduced |
| The PNC Financial Services Group, Inc. | 15,770 | $3.71M | 0.00% | +874+5.9% | Added |
| DFPG Investments, LLC | 15,935 | $3.75M | 1.42% | −11,212−41.3% | Reduced |
| Creative Planning | 16,117 | $3.79M | 0.01% | −35,923−69.0% | Reduced |
| Redwood Investments, LLC | 16,338 | $3.84M | 0.31% | +11,338+226.8% | Added |
| Jennison Associates LLC | 16,367 | $3.85M | 0.00% | +16,367 | New |
| Swiss Life Asset Management Ltd | 13,968 | $3.88M | 0.05% | +5,731+69.6% | Added |
| ETF Managers Group, LLC | 16,564 | $3.88M | 0.06% | −38,565−70.0% | Reduced |
| Nordea Investment Management AB | 16,684 | $3.92M | 0.01% | +1,113+7.1% | Added |
| Cetera Advisor Networks LLC | 17,103 | $4.02M | 0.06% | +5,574+48.3% | Added |
| Knuff & Co LLC | 17,180 | $4.04M | 1.50% | +12,038+234.1% | Added |
| Stratos Wealth Partners, LTD. | 17,511 | $4.12M | 0.10% | +253+1.5% | Added |
| US Bancorp | 17,742 | $4.17M | 0.01% | −9,405−34.6% | Reduced |
| Moloney Securities Asset Management, LLC | 17,863 | $4.20M | 0.76% | +7,375+70.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,864 | $4.43M | 0.11% | +3,306+21.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,864 | $4.44M | 0.08% | −19,256−50.5% | Reduced |
| Tri Locum Partners LP | 19,193 | $4.51M | 1.89% | +19,193 | New |
| Acadian Asset Management LLC | 19,309 | $4.54M | 0.02% | +11,415+144.6% | Added |
| Rockefeller Capital Management L.P. | 19,441 | $4.57M | 0.03% | −3,518−15.3% | Reduced |
| Andra AP-fonden | 19,800 | $4.65M | 0.10% | +19,800 | New |
| National Asset Management, Inc. | 20,200 | $4.69M | 0.15% | −8,739−30.2% | Reduced |
| Independent Advisor Alliance | 20,038 | $4.71M | 0.26% | +779+4.0% | Added |
| SG Americas Securities, LLC | 20,381 | $4.79M | 0.02% | −125,249−86.0% | Reduced |
| Private Advisor Group, LLC | 20,538 | $4.83M | 0.04% | +2,364+13.0% | Added |
| Montag A & Associates Inc | 20,789 | $4.88M | 0.26% | +763+3.8% | Added |
| Louisiana State Employees Retirement System | 20,800 | $4.89M | 0.12% | +100+0.5% | Added |
| Janney Montgomery Scott LLC | 20,907 | $4.91M | 0.02% | −13,638−39.5% | Reduced |
| Alberta Investment Management Corp | 21,014 | $4.94M | 0.04% | +21,014 | New |
| Cubist Systematic Strategies, LLC | 21,138 | $4.97M | 0.06% | −10,645−33.5% | Reduced |
| Mezzasalma Advisors, LLC | 21,560 | $5.07M | 2.79% | +20+0.1% | Added |
| Zacks Investment Management | 21,760 | $5.11M | 0.08% | +1,442+7.1% | Added |
| Kestra Advisory Services, LLC | 21,930 | $5.15M | 0.06% | −4,754−17.8% | Reduced |
| Elo Mutual Pension Insurance Co | 22,133 | $5.20M | 0.17% | +2,150+10.8% | Added |
| Achmea Investment Management B.V. | 22,781 | $5.35M | 0.18% | +5,656+33.0% | Added |
| Banco Santander, S.A. | 22,886 | $5.38M | 0.03% | +22,886 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 22,998 | $5.41M | 0.02% | +16,668+263.3% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 23,100 | $5.43M | 2.77% | 00.0% | Unchanged |
| Leonteq Securities AG | 23,116 | $5.43M | 0.41% | +2,278+10.9% | Added |
| Daiwa Securities Group Inc. | 23,259 | $5.46M | 0.04% | +1,924+9.0% | Added |
| Metropolitan Life Insurance Co | 23,456 | $5.51M | 0.08% | +2,695+13.0% | Added |
| 180 Wealth Advisors, LLC | 12,366 | $5.65M | 1.29% | −267−2.1% | Reduced |
| Comerica Bank | 15,136 | $5.68M | 0.03% | +6,260+70.5% | Added |
| Biondo Investment Advisors, LLC | 24,295 | $5.71M | 0.98% | +24,295 | New |
| Amalgamated Bank | 24,635 | $5.79M | 0.05% | +10,585+75.3% | Added |
| American International Group, Inc. | 25,200 | $5.92M | 0.02% | −6,288−20.0% | Reduced |
| Maryland State Retirement & Pension System | 25,561 | $5.96M | 0.19% | +3,709+17.0% | Added |
| Strategic Advisors LLC | 25,880 | $6.08M | 1.58% | +11,560+80.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 25,972 | $6.10M | 0.14% | +25,972 | New |
| Meeder Asset Management Inc | 26,376 | $6.20M | 0.29% | +1,437+5.8% | Added |
| Eqis Capital Management, Inc. | 27,581 | $6.48M | 0.48% | −4,136−13.0% | Reduced |
| Copperwynd Financial, LLC | 27,971 | $6.57M | 2.79% | +27,971 | New |
| Crossvault Capital Management LLC | 18,675 | $6.60M | 2.01% | +3,290+21.4% | Added |
| Jupiter Wealth Management LLC | 16,654 | $6.89M | 3.30% | −661−3.8% | Reduced |
| Blueshift Asset Management, LLC | 29,432 | $6.92M | 0.38% | +29,432 | New |
| Westpac Banking Corp | 29,508 | $6.93M | 0.07% | +4,430+17.7% | Added |
| Golden Green, Inc. | 29,556 | $6.95M | 5.32% | −1,307−4.2% | Reduced |
| Varma Mutual Pension Insurance Co | 30,000 | $7.05M | 0.10% | +10,000+50.0% | Added |
| Rafferty Asset Management, LLC | 30,498 | $7.17M | 0.05% | −18,565−37.8% | Reduced |
| Simplex Trading, LLC | 30,775 | $7.23M | 0.26% | +30,775 | New |
| Great Lakes Advisors, LLC | 31,175 | $7.33M | 0.11% | −139−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,870 | $7.49M | 0.13% | +24,439+328.9% | Added |
| Standard Life Aberdeen plc | 31,908 | $7.50M | 0.02% | +74+0.2% | Added |
| Paradigm Financial Advisors, LLC | 32,065 | $7.54M | 1.68% | −725−2.2% | Reduced |
| Nissay Asset Management Corp | 33,489 | $7.87M | 0.07% | +4,877+17.0% | Added |
| Neumann Advisory Hong Kong Ltd | 34,067 | $8.01M | 1.29% | 00.0% | Unchanged |