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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 5,137 | $1.21M | 0.00% | −1,613−23.9% | Reduced |
| Precision Wealth Strategies, LLC | 5,101 | $1.20M | 1.03% | −1,119−18.0% | Reduced |
| Mid Atlantic Financial Management Inc | 5,063 | $1.19M | 0.08% | −259−4.9% | 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 |
| Geneos Wealth Management Inc. | 5,013 | $1.17M | 0.05% | −467−8.5% | Reduced |
| D.A. Davidson & Co. | 4,900 | $1.15M | 0.01% | −131−2.6% | Reduced |
| Winton Group Ltd | 4,782 | $1.12M | 0.06% | −5,297−52.6% | Reduced |
| JT Stratford LLC | 4,779 | $1.12M | 0.36% | −291−5.7% | Reduced |
| Xcel Wealth Management, LLC | 4,761 | $1.12M | 0.34% | +281+6.3% | Added |
| Kestra Private Wealth Services, LLC | 4,670 | $1.10M | 0.07% | −510−9.8% | Reduced |
| Integrated Wealth Concepts LLC | 4,631 | $1.09M | 0.04% | −797−14.7% | Reduced |
| Norinchukin Bank, The | 4,614 | $1.08M | 0.02% | +710+18.2% | Added |
| ACT Capital Management, LLC | 4,500 | $1.06M | 0.54% | +4,500 | New |
| Maven Securities LTD | 4,500 | $1.06M | 0.11% | +4,500 | New |
| Columbia Asset Management | 4,485 | $1.05M | 0.24% | +4,485 | New |
| Beacon Investment Advisory Services, Inc. | 4,407 | $1.04M | 0.04% | +243+5.8% | Added |
| IHT Wealth Management, LLC | 4,385 | $1.03M | 0.07% | +1,854+73.3% | 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 |
| Eudaimonia Partners, LLC | 4,298 | $1.01M | 0.19% | +629+17.1% | Added |
| Oak Grove Capital LLC | 4,200 | $987.0K | 0.23% | +2,600+162.5% | Added |
| Harvest Investment Services, LLC | 4,080 | $958.0K | 0.40% | −13,777−77.2% | Reduced |
| Synovus Financial Corp | 4,070 | $950.0K | 0.01% | −994−19.6% | Reduced |
| Crescent Capital Consulting, LLC | 1,715 | $942.0K | 0.18% | +203+13.4% | Added |
| Ghost Tree Capital, LLC | 4,000 | $940.0K | 0.29% | +4,000 | New |
| J Arnold Wealth Management Co | 3,980 | $935.0K | 0.45% | −740−15.7% | Reduced |
| Hanseatic Management Services Inc | 3,927 | $923.0K | 1.74% | +129+3.4% | Added |
| Winfield Associates, Inc. | 3,925 | $922.0K | 0.34% | 00.0% | Unchanged |
| AXS Investments LLC | 3,830 | $900.0K | 0.27% | −1,300−25.3% | Reduced |
| Sheets Smith Wealth Management | 3,800 | $893.0K | 0.12% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,744 | $880.0K | 0.27% | +194+5.5% | Added |
| Wetherby Asset Management Inc | 3,712 | $872.0K | 0.05% | +384+11.5% | Added |
| Steel Peak Wealth Management LLC | 3,674 | $863.0K | 0.06% | −4,765−56.5% | Reduced |
| 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 |
| 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 |
| Patriot Financial Group Insurance Agency, LLC | 3,577 | $841.0K | 0.15% | +1,036+40.8% | Added |
| Aurora Investment Counsel | 3,575 | $840.0K | 0.59% | +3,575 | New |
| Seeyond | 3,543 | $832.0K | 0.08% | −731−17.1% | Reduced |
| McAdam, LLC | 2,406 | $832.0K | 0.09% | +106+4.6% | Added |
| EMC Capital Management | 2,000 | $827.0K | 0.47% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 3,499 | $822.0K | 0.00% | +3,499 | New |
| Hilltop Holdings Inc. | 3,465 | $814.0K | 0.09% | −423−10.9% | Reduced |
| Corient Capital Partners, LLC | 3,438 | $808.0K | 0.06% | +521+17.9% | 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 |
| Snowden Capital Advisors LLC | 3,420 | $803.6K | 0.04% | +50+1.5% | Added |
| 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 |
| Parallel Advisors, LLC | 3,359 | $789.0K | 0.03% | +67+2.0% | Added |
| Aspiriant, LLC | 3,359 | $789.0K | 0.04% | +3,359 | New |
| Krilogy Financial LLC | 3,353 | $788.0K | 0.08% | −343−9.3% | Reduced |
| Quantbot Technologies LP | 3,352 | $787.0K | 0.06% | −5,415−61.8% | Reduced |
| AIA Group Ltd | 2,451 | $769.0K | 0.05% | +2,451 | New |
| Ieq Capital, LLC | 3,258 | $766.0K | 0.02% | +1,122+52.5% | Added |
| Hillsdale Investment Management Inc. | 3,250 | $763.0K | 0.06% | +3,250 | New |
| Walleye Capital LLC | 3,232 | $759.0K | 0.03% | +3,232 | New |
| Driehaus Capital Management LLC | 3,221 | $757.0K | 0.01% | +1,052+48.5% | Added |
| Spire Wealth Management | 2,934 | $749.0K | 0.02% | +1,045+55.3% | Added |
| First Dallas Securities Inc. | 3,150 | $740.0K | 0.48% | +3,150 | New |
| Ontario Teachers Pension Plan Board | 3,144 | $739.0K | 0.01% | −3,038−49.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,138 | $737.0K | 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 |
| 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 |
| Cannon Global Investment Management, LLC | 3,100 | $728.0K | 1.61% | +3,100 | New |
| Pathstone Family Office, LLC | 3,083 | $725.0K | 0.02% | −2,317−42.9% | Reduced |
| Change Path, LLC | 3,082 | $724.0K | 0.04% | +589+23.6% | Added |
| Pictet & Cie (Europe) SA | 3,035 | $713.0K | 0.02% | +215+7.6% | 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 |
| Fisher Asset Management, LLC | 2,963 | $696.0K | 0.00% | +1,371+86.1% | Added |
| qPULA Trading Management LP | 2,933 | $689.0K | 1.23% | +2,933 | New |
| Abbrea Capital, LLC | 2,915 | $685.0K | 0.10% | −100−3.3% | Reduced |
| 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 |
| Heritage Trust Co | 2,886 | $678.0K | 0.10% | +317+12.3% | Added |
| Intelligence Driven Advisers, LLC | 2,846 | $669.0K | 0.13% | +4+0.1% | Added |
| Johnson Investment Counsel Inc | 2,830 | $665.0K | 0.01% | −15−0.5% | Reduced |
| Capstone Financial Advisors, Inc. | 2,788 | $655.0K | 0.05% | −38−1.3% | Reduced |
| 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 |
| GFG Capital, LLC | 2,770 | $651.0K | 0.20% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,764 | $649.0K | 0.07% | +212+8.3% | Added |
| Claraphi Advisory Network, LLC | 2,751 | $647.0K | 0.19% | +2,751 | New |
| Stephens Inc | 2,741 | $644.0K | 0.01% | −50−1.8% | Reduced |
| Colony Group LLC | 2,735 | $643.0K | 0.01% | +307+12.6% | Added |
| Capital International Inc | 2,721 | $639.0K | 0.01% | −10,011−78.6% | Reduced |
| 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 |
| Keebeck Alpha, LP | 2,693 | $633.0K | 0.22% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,684 | $631.0K | 0.00% | −67,483−96.2% | Reduced |
| Brewin Dolphin Ltd | 2,652 | $623.2K | 0.03% | +130+5.2% | Added |
| CIBC Private Wealth Group, LLC | 2,652 | $623.0K | 0.00% | +80+3.1% | Added |
| Lee Financial Co | 2,608 | $613.0K | 0.13% | +8+0.3% | Added |
| Advisory Services Network, LLC | 2,557 | $601.0K | 0.02% | −3,467−57.6% | Reduced |
| Veritable, L.P. | 2,543 | $598.0K | 0.01% | +624+32.5% | Added |