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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 2,525 | $594.0K | 0.04% | +329+15.0% | 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 |
| Nadler Financial Group, Inc. | 2,502 | $588.0K | 0.10% | +160+6.8% | Added |
| Birinyi Associates Inc | 2,500 | $587.0K | 0.20% | −1,100−30.6% | Reduced |
| Exane Derivatives | 2,493 | $586.2K | 0.14% | −6,262−71.5% | Reduced |
| MAI Capital Management | 2,473 | $581.0K | 0.01% | +351+16.5% | Added |
| B. Riley Wealth Management, Inc. | 2,469 | $580.0K | 0.06% | +69+2.9% | Added |
| Kingsview Wealth Management, LLC | 2,423 | $570.0K | 0.03% | −99−3.9% | Reduced |
| Signaturefd, LLC | 2,426 | $570.0K | 0.02% | +399+19.7% | Added |
| Virtus ETF Advisers LLC | 2,407 | $566.0K | 0.23% | −1,624−40.3% | Reduced |
| Stonnington Group, LLC | 2,430 | $566.0K | 0.13% | 00.0% | Unchanged |
| Brown Advisory Inc | 2,409 | $566.0K | 0.00% | +246+11.4% | Added |
| Cable Hill Partners, LLC | 2,406 | $565.0K | 0.13% | −216−8.2% | Reduced |
| Diversified Trust Co | 2,377 | $559.0K | 0.02% | −51−2.1% | Reduced |
| Lincoln National Corp | 2,361 | $555.0K | 0.01% | +10.0% | Added |
| Carnegie Capital Asset Management, LLC | 2,350 | $552.0K | 0.02% | −650−21.7% | Reduced |
| Aberdeen Wealth Management LLC | 2,315 | $544.0K | 0.50% | −1,000−30.2% | Reduced |
| Gateway Advisory, LLC | 2,290 | $538.0K | 0.11% | +648+39.5% | Added |
| Twin Lakes Capital Management, LLC | 2,278 | $535.0K | 0.30% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,253 | $529.0K | 0.16% | +502+28.7% | Added |
| Peregrine Asset Advisers, Inc. | 2,245 | $528.0K | 0.24% | +245+12.3% | Added |
| Chicago Capital, LLC | 2,240 | $526.0K | 0.02% | −5−0.2% | Reduced |
| Cooper Financial Group | 2,239 | $526.0K | 0.11% | +39+1.8% | Added |
| AdvisorNet Financial, Inc | 2,232 | $524.0K | 0.03% | −199−8.2% | Reduced |
| BBVA USA | 2,231 | $524.0K | 0.03% | +2,231 | New |
| Avidian Wealth Solutions, LLC | 2,200 | $517.0K | 0.04% | +2,200 | New |
| Regal Investment Advisors LLC | 2,200 | $517.0K | 0.05% | +2,200 | New |
| Dimension Capital Management LLC | 2,196 | $516.0K | 0.11% | −1,604−42.2% | Reduced |
| Keybank National Association | 2,190 | $515.0K | 0.00% | −800−26.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,164 | $508.0K | 0.03% | −125,540−98.3% | Reduced |
| Claro Advisors LLC | 2,157 | $507.0K | 0.23% | −706−24.7% | Reduced |
| Laidlaw Wealth Management LLC | 2,151 | $505.0K | 0.13% | −520−19.5% | Reduced |
| Beaumont Financial Partners, LLC | 2,129 | $500.0K | 0.04% | +2,129 | New |
| People's United Financial, Inc. | 2,124 | $499.0K | 0.01% | +120+6.0% | Added |
| New York State Teachers Retirement System | 2,100 | $493.0K | 0.00% | −900−30.0% | Reduced |
| Seven Eight Capital, LP | 2,072 | $487.0K | 0.07% | −6,551−76.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,056 | $483.0K | 0.01% | +126+6.5% | Added |
| Crossmark Global Holdings, Inc. | 2,053 | $482.0K | 0.01% | −20−1.0% | Reduced |
| Apriem Advisors | 2,016 | $474.0K | 0.07% | +2,016 | New |
| Dorchester Wealth Management Co | 2,000 | $470.0K | 0.11% | −100−4.8% | Reduced |
| Cerity Partners LLC | 2,000 | $470.0K | 0.01% | −10−0.5% | Reduced |
| Reik & Co., LLC | 2,000 | $470.0K | 0.12% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 2,000 | $470.0K | 0.13% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2,000 | $469.0K | 0.15% | +2,000 | New |
| McKinley Carter Wealth Services, Inc. | 1,990 | $468.0K | 0.04% | 00.0% | Unchanged |
| Advisor Resource Council | 1,993 | $468.0K | 0.05% | +1,993 | New |
| Financial Advocates Investment Management | 1,977 | $464.0K | 0.03% | −706−26.3% | Reduced |
| Capital International Ltd | 1,968 | $462.0K | 0.03% | −8,129−80.5% | Reduced |
| KCM Investment Advisors LLC | 1,953 | $459.0K | 0.02% | +371+23.5% | Added |
| Caas Capital Management LP | 1,944 | $457.0K | 0.02% | −26,431−93.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,927 | $453.0K | 0.06% | +1,927 | New |
| Means Investment Co., Inc. | 1,924 | $452.0K | 0.09% | +27+1.4% | Added |
| Stonebridge Financial Planning Group, LLC | 1,885 | $451.0K | 0.24% | +20+1.1% | Added |
| RB Capital Management, LLC | 1,918 | $451.0K | 0.17% | +1,918 | New |
| Fulton Breakefield Broenniman LLC | 1,910 | $449.0K | 0.04% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,887 | $443.0K | 0.07% | −9,211−83.0% | Reduced |
| Donoghue Forlines LLC | 1,882 | $442.0K | 0.08% | −5,065−72.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,858 | $437.0K | 0.00% | +1,858 | New |
| Peak Financial Management, Inc. | 1,846 | $434.0K | 0.15% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,845 | $434.0K | 0.02% | +884+92.0% | Added |
| Fayez Sarofim & Co | 1,800 | $423.0K | 0.00% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,791 | $421.0K | 0.13% | +220+14.0% | Added |
| Glenmede Trust Co NA | 1,788 | $419.0K | 0.00% | −2,050−53.4% | Reduced |
| Brighton Jones LLC | 1,785 | $419.0K | 0.02% | +73+4.3% | Added |
| O'Shaughnessy Asset Management, LLC | 1,759 | $413.0K | 0.01% | +746+73.6% | Added |
| Founders Financial Securities LLC | 1,750 | $411.0K | 0.08% | +177+11.3% | Added |
| Pinnacle Associates Ltd | 1,731 | $407.0K | 0.01% | +1,731 | New |
| HBK Sorce Advisory LLC | 1,719 | $404.0K | 0.02% | +12+0.7% | Added |
| Gainplan LLC | 1,693 | $403.0K | 0.16% | +1,693 | New |
| Brown Brothers Harriman & Co | 1,707 | $401.0K | 0.00% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,135 | $401.0K | 0.11% | +1,135 | New |
| Level Four Advisory Services, LLC | 1,700 | $399.0K | 0.03% | −279−14.1% | Reduced |
| McGuire Investment Group, LLC | 1,698 | $399.0K | 0.08% | −29−1.7% | Reduced |
| NN Investment Partners Holdings N.V. | 1,700 | $399.0K | 0.00% | +1,700 | New |
| Strategic Financial Services, Inc, | 1,680 | $395.0K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,651 | $388.0K | 0.01% | +1,651 | New |
| TriaGen Wealth Management LLC | 1,095 | $387.0K | 0.20% | +1,095 | New |
| Pacitti Group Inc. | – | $385.0K | 0.23% | – | – |
| Bel Air Investment Advisors LLC | 1,636 | $384.0K | 0.01% | +1,636 | New |
| Lido Advisors, LLC | 1,622 | $381.0K | 0.01% | +1,622 | New |
| Cypress Capital Group | 1,620 | $380.0K | 0.05% | −102−5.9% | Reduced |
| Ballentine Partners, LLC | 1,609 | $378.0K | 0.01% | −34−2.1% | Reduced |
| Western Wealth Management, LLC | 1,591 | $376.0K | 0.04% | +49+3.2% | Added |
| Spearhead Capital Advisors, LLC | 1,583 | $372.0K | 0.05% | −2,771−63.6% | Reduced |
| Abbot Financial Management, Inc. | 1,565 | $368.0K | 0.16% | −734−31.9% | Reduced |
| Trexquant Investment LP | 1,558 | $366.0K | 0.03% | −37,838−96.0% | Reduced |
| Personal Capital Advisors Corp | 1,559 | $366.0K | 0.00% | +1,559 | New |
| Parsons Capital Management Inc | 1,550 | $364.0K | 0.03% | −200−11.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 1,500 | $352.0K | 0.07% | −300−16.7% | Reduced |
| Carret Asset Management, LLC | 1,500 | $352.0K | 0.04% | +1,500 | New |
| Azzad Asset Management Inc | 1,489 | $349.8K | 0.05% | +1,489 | New |
| HighPoint Advisor Group LLC | 1,479 | $348.0K | 0.04% | +1,479 | New |
| Roman Butler Fullerton & Co | 1,470 | $345.0K | 0.17% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,470 | $345.0K | 0.05% | +134+10.0% | Added |
| Range Financial Group LLC | 1,450 | $341.0K | 0.25% | +1,450 | New |
| Orion Portfolio Solutions, LLC | 1,438 | $338.0K | 0.01% | −458−24.2% | Reduced |
| Boothbay Fund Management, LLC | 1,432 | $336.0K | 0.01% | +1,432 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $332.7K | 0.06% | +1,416 | New |
| Maj Invest Holding A/S | 1,400 | $329.0K | 0.01% | 00.0% | Unchanged |