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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 12,119 | $2.85M | 0.01% | +12,119 | New |
| Circle Wealth Management, LLC | 12,060 | $2.83M | 0.41% | +12+0.1% | Added |
| Patten & Patten Inc | 11,939 | $2.81M | 0.21% | +2,449+25.8% | Added |
| United Capital Financial Advisers, LLC | 11,853 | $2.79M | 0.01% | +143+1.2% | Added |
| Slow Capital, Inc. | 11,699 | $2.75M | 0.52% | +418+3.7% | Added |
| Harvest Volatility Management LLC | 11,529 | $2.71M | 0.22% | +2,848+32.8% | Added |
| Arkadios Wealth Advisors | 11,527 | $2.71M | 0.33% | +260+2.3% | Added |
| Northeast Investment Management | 11,402 | $2.68M | 0.14% | +650+6.0% | Added |
| Mariner, LLC | 11,176 | $2.63M | 0.02% | −1,364−10.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,133 | $2.62M | 0.03% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 11,000 | $2.58M | 0.08% | −10,886−49.7% | Reduced |
| Toroso Investments, LLC | 10,943 | $2.57M | 0.10% | +7,355+205.0% | Added |
| Scotia Capital Inc. | 10,692 | $2.51M | 0.02% | +5,431+103.2% | Added |
| Douglas Lane & Associates, LLC | 10,536 | $2.48M | 0.03% | +10,536 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,300 | $2.42M | 0.14% | +3,600+53.7% | Added |
| Baird Financial Group, Inc. | 10,222 | $2.40M | 0.01% | +328+3.3% | Added |
| Old Port Advisors | 9,734 | $2.40M | 0.86% | −187−1.9% | Reduced |
| GWM Advisors LLC | 10,209 | $2.40M | 0.06% | +7,889+340.0% | Added |
| 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 |
| Wolverine Trading, LLC | 9,963 | $2.34M | 0.06% | −28,134−73.8% | Reduced |
| Picton Mahoney Asset Management | 9,921 | $2.33M | 0.08% | +9,921 | New |
| Avestar Capital, LLC | 9,703 | $2.28M | 0.44% | +184+1.9% | Added |
| IBM Retirement Fund | 9,549 | $2.24M | 0.18% | −182−1.9% | Reduced |
| Brandywine Managers, LLC | 9,510 | $2.23M | 2.55% | 00.0% | Unchanged |
| Professional Planning | 9,430 | $2.21M | 1.02% | +304+3.3% | Added |
| International Assets Investment Management, LLC | 9,386 | $2.21M | 0.41% | −7,492−44.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 9,288 | $2.18M | 0.18% | +2,126+29.7% | Added |
| Tudor Investment Corp Et Al | 9,279 | $2.18M | 0.04% | −19,487−67.7% | Reduced |
| Harbour Investments, Inc. | 9,220 | $2.17M | 0.07% | −1,666−15.3% | Reduced |
| Cookson Peirce & Co Inc | 9,211 | $2.16M | 0.13% | +9,211 | New |
| Symmetry Partners, LLC | 9,171 | $2.15M | 0.14% | +6,350+225.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,050 | $2.13M | 0.10% | +6,230+220.9% | Added |
| Washington Trust Co | 8,971 | $2.11M | 0.06% | +312+3.6% | Added |
| Duality Advisers, LP | 8,776 | $2.06M | 0.18% | −25,778−74.6% | Reduced |
| Bellecapital International Ltd. | 8,739 | $2.05M | 0.62% | +1,629+22.9% | Added |
| Wealthcare Advisory Partners LLC | 8,712 | $2.05M | 0.14% | +1,977+29.4% | Added |
| Motley Fool Asset Management LLC | 8,689 | $2.04M | 0.13% | −1,481−14.6% | Reduced |
| Ameritas Investment Partners, Inc. | 8,664 | $2.04M | 0.07% | +187+2.2% | 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 |
| Aurora Private Wealth, Inc. | 8,468 | $1.99M | 0.80% | +137+1.6% | Added |
| Sofos Investments, Inc. | 7,401 | $1.97M | 0.91% | +618+9.1% | Added |
| Purus Wealth Management, LLC | 8,332 | $1.96M | 1.41% | −271−3.2% | Reduced |
| 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 |
| Osher Van de Voorde Investment Management | 8,240 | $1.94M | 0.47% | +375+4.8% | Added |
| Pendal Group Limited | 8,210 | $1.93M | 0.02% | +3,784+85.5% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 8,202 | $1.93M | 0.03% | +1,015+14.1% | Added |
| AE Wealth Management LLC | 8,196 | $1.93M | 0.02% | +668+8.9% | Added |
| Exchange Traded Concepts, LLC | 7,926 | $1.86M | 0.06% | −3,407−30.1% | Reduced |
| Capital Counsel LLC | 7,840 | $1.84M | 0.09% | −180−2.2% | Reduced |
| SeaCrest Wealth Management, LLC | 7,704 | $1.81M | 0.22% | +978+14.5% | Added |
| Belpointe Asset Management LLC | 7,652 | $1.80M | 0.13% | +2,418+46.2% | Added |
| Green Alpha Advisors, LLC | 7,622 | $1.79M | 1.22% | −4,998−39.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,586 | $1.78M | 0.18% | −224−2.9% | Reduced |
| Wade G W & Inc | 7,540 | $1.77M | 0.09% | +802+11.9% | Added |
| JustInvest LLC | 7,516 | $1.77M | 0.18% | +2,846+60.9% | Added |
| NEXT Financial Group, Inc | 7,418 | $1.74M | 0.14% | +76+1.0% | Added |
| Stevard, LLC | 7,384 | $1.74M | 1.34% | +524+7.6% | Added |
| BP PLC | 7,269 | $1.71M | 0.07% | −1,740−19.3% | Reduced |
| Capstone Triton Financial Group, LLC | 7,225 | $1.70M | 1.04% | +900+14.2% | Added |
| ING Groep NV | 7,080 | $1.66M | 0.03% | +7,080 | New |
| Allstate Corp | 7,013 | $1.65M | 0.06% | −891−11.3% | Reduced |
| Quantedge Capital Pte Ltd | 7,000 | $1.65M | 0.79% | +7,000 | New |
| Meridian Wealth Management, LLC | 6,890 | $1.62M | 0.21% | −2,075−23.1% | Reduced |
| Beacon Pointe Advisors, LLC | 6,874 | $1.61M | 0.06% | +4,288+165.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,709 | $1.58M | 0.15% | −65−1.0% | Reduced |
| Morse Asset Management, Inc | 6,580 | $1.55M | 0.37% | +3,580+119.3% | Added |
| Mercer Global Advisors Inc | 6,540 | $1.54M | 0.01% | +1,257+23.8% | Added |
| Two Sigma Securities, LLC | 6,408 | $1.51M | 0.38% | +3,813+146.9% | Added |
| Pitcairn Co | 6,290 | $1.48M | 0.10% | +4,612+274.9% | Added |
| Squarepoint Ops LLC | 6,026 | $1.42M | 0.01% | −62,666−91.2% | 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 |
| Great Valley Advisor Group, Inc. | 5,977 | $1.40M | 0.10% | −403−6.3% | Reduced |
| Flagship Harbor Advisors, LLC | 5,942 | $1.40M | 0.15% | −2,121−26.3% | Reduced |
| ACG Wealth | 5,925 | $1.39M | 0.18% | +209+3.7% | Added |
| 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 |
| Qtron Investments LLC | 5,905 | $1.39M | 0.35% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 5,899 | $1.39M | 0.03% | +34+0.6% | Added |
| Agf Investments Inc. | 5,844 | $1.37M | 0.01% | +283+5.1% | Added |
| Wealthfront Advisers LLC | 5,729 | $1.35M | 0.01% | +5,729 | New |
| Illinois Municipal Retirement Fund | 5,700 | $1.34M | 0.05% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 5,664 | $1.33M | 0.03% | +5,664 | New |
| IndexIQ Advisors LLC | 5,615 | $1.32M | 0.04% | +412+7.9% | Added |
| Carl P. Sherr & Co., LLC | 5,594 | $1.31M | 0.90% | +265+5.0% | Added |
| Prospera Financial Services Inc | 5,549 | $1.30M | 0.07% | +1,426+34.6% | Added |
| Avitas Wealth Management LLC | 5,543 | $1.30M | 0.23% | −2,299−29.3% | Reduced |
| Tuttle Tactical Management | 5,535 | $1.30M | 0.58% | +5,535 | New |
| Wedbush Securities Inc | 5,420 | $1.27M | 0.06% | −2,133−28.2% | Reduced |
| QS Investors, LLC | 5,410 | $1.27M | 0.02% | +400+8.0% | Added |
| World Asset Management Inc | 5,398 | $1.27M | 0.12% | +455+9.2% | Added |
| Man Group plc | 5,367 | $1.26M | 0.00% | −2,417−31.1% | Reduced |
| J.W. Cole Advisors, Inc. | 5,355 | $1.26M | 0.10% | −355−6.2% | Reduced |
| American Portfolios Advisors | 5,276 | $1.24M | 0.05% | +162+3.2% | Added |
| Cary Street Partners Asset Management LLC | 5,248 | $1.23M | 0.29% | −18,328−77.7% | Reduced |