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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 1,401 | $329.0K | 0.03% | +1,401 | New |
| First Command Bank | 1,385 | $325.0K | 0.04% | +385+38.5% | Added |
| First Command Financial Services, Inc. | 1,385 | $325.0K | 0.04% | +385+38.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,380 | $324.3K | 0.38% | +120+9.5% | Added |
| WealthPLAN Partners, LLC | 837 | $323.0K | 0.02% | +837 | New |
| Castle Rock Wealth Management, LLC | 708 | $323.0K | 0.12% | +708 | New |
| Convergence Investment Partners, LLC | 1,366 | $321.0K | 0.14% | −842−38.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,360 | $320.0K | 0.04% | +1,360 | New |
| First Mercantile Trust Co | 1,350 | $317.0K | 0.04% | −561−29.4% | Reduced |
| EMS Capital LP | 1,350 | $317.0K | 0.02% | +1,350 | New |
| Sargent Investment Group, LLC | 1,350 | $317.0K | 0.08% | +1,350 | New |
| C M Bidwell & Associates Ltd | 1,345 | $316.0K | 0.21% | −205−13.2% | Reduced |
| Koshinski Asset Management, Inc. | 1,340 | $315.0K | 0.04% | −391−22.6% | Reduced |
| Fiduciary Trust Co | 1,332 | $313.0K | 0.01% | −599,988−99.8% | Reduced |
| Financial Advisors Network, Inc. | 1,328 | $312.0K | 0.09% | +1,328 | New |
| DCM Advisors, LLC | 1,325 | $311.0K | 0.18% | +1,325 | New |
| Country Trust Bank | 1,317 | $309.0K | 0.01% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 1,317 | $309.0K | 0.01% | +1,317 | New |
| Founders Financial Alliance, LLC | 1,316 | $309.0K | 0.14% | +1,316 | New |
| Altshuler Shaham Ltd | 1,303 | $306.0K | 0.00% | −1,969−60.2% | Reduced |
| Allworth Financial LP | 1,296 | $305.0K | 0.01% | −371−22.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,300 | $305.0K | 0.13% | +1,300 | New |
| Crestwood Advisors Group LLC | 1,300 | $305.0K | 0.01% | +1,300 | New |
| Hollencrest Capital Management | 1,293 | $304.0K | 0.03% | +1,293 | New |
| Proequities, Inc. | 1,292 | $303.0K | 0.02% | +136+11.8% | Added |
| StoneX Group Inc. | 1,288 | $303.0K | 0.04% | +1,288 | New |
| Boenning & Scattergood, Inc. | 1,280 | $301.0K | 0.05% | +1,280 | New |
| Valeo Financial Advisors, LLC | 1,276 | $300.0K | 0.02% | −450−26.1% | Reduced |
| Sawtooth Solutions, LLC | 1,278 | $300.0K | 0.06% | +1,278 | New |
| Onyx Bridge Wealth Group LLC | 1,029 | $295.0K | 0.13% | +1,029 | New |
| GM Advisory Group, Inc. | 1,253 | $294.0K | 0.03% | −847−40.3% | Reduced |
| Ameritas Investment Company, LLC | 572 | $293.0K | 0.01% | −502−46.7% | Reduced |
| Sandy Spring Bank | 1,237 | $291.0K | 0.02% | +250+25.3% | Added |
| BSW Wealth Partners | 1,239 | $291.0K | 0.08% | +1,239 | New |
| Evercore Wealth Management, LLC | 1,235 | $290.0K | 0.01% | +1,235 | New |
| GPS Wealth Strategies Group, LLC | 1,229 | $289.0K | 0.07% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,229 | $289.0K | 0.10% | +1,229 | New |
| High Falls Advisors, Inc | 1,225 | $288.0K | 0.08% | +1,225 | New |
| Mutual Advisors, LLC | 1,215 | $286.0K | 0.02% | +1,215 | New |
| Essex Private Wealth Management, LLC | 1,219 | $286.0K | 0.26% | +1,219 | New |
| Coldstream Capital Management Inc | 1,209 | $284.0K | 0.01% | +1,209 | New |
| Hoylecohen, LLC | 1,204 | $283.0K | 0.03% | +1,204 | New |
| Rockland Trust Co | 1,201 | $282.0K | 0.02% | +1,201 | New |
| Silvercrest Asset Management Group LLC | 1,200 | $282.0K | 0.00% | +1,200 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,192 | $280.0K | 0.02% | +1,192 | New |
| Clear Harbor Asset Management, LLC | 1,190 | $280.0K | 0.03% | +1,190 | New |
| Integrated Advisors Network LLC | 1,191 | $280.0K | 0.02% | +1,191 | New |
| Equitable Holdings, Inc. | 1,185 | $278.0K | 0.00% | +1,185 | New |
| Apollon Wealth Management, LLC | 1,185 | $278.0K | 0.05% | +1,185 | New |
| IFP Advisors, Inc | 1,183 | $276.0K | 0.01% | +269+29.4% | Added |
| Bank Hapoalim BM | 1,161 | $273.0K | 0.03% | +1,161 | New |
| Enterprise Bank & Trust Co | 1,160 | $273.0K | 0.11% | +1,160 | New |
| Perigon Wealth Management, LLC | 1,155 | $271.0K | 0.02% | +1,155 | New |
| Meritage Portfolio Management | 1,146 | $269.0K | 0.02% | −443−27.9% | Reduced |
| Capital Investment Advisory Services, LLC | 1,143 | $269.0K | 0.03% | +1,143 | New |
| Perennial Investment Advisors, LLC | 1,134 | $266.0K | 0.10% | −568−33.4% | Reduced |
| Park Avenue Securities LLC | 1,133 | $266.0K | 0.01% | +1,133 | New |
| West Family Investments, Inc. | 1,130 | $266.0K | 0.07% | +1,130 | New |
| Old Mission Investment Co LLC | 1,131 | $265.8K | 0.11% | +1,131 | New |
| Robertson Stephens Wealth Management, LLC | 1,120 | $263.0K | 0.03% | +1,120 | New |
| Sequoia Financial Advisors, LLC | 1,112 | $261.0K | 0.01% | +1,112 | New |
| Invst, LLC | 909 | $260.0K | 0.04% | +909 | New |
| Cannell Peter B & Co Inc | 1,100 | $258.0K | 0.01% | +1,100 | New |
| Rodgers Brothers Inc. | 1,100 | $258.0K | 0.05% | +1,100 | New |
| Proficio Capital Partners LLC | 1,097 | $258.0K | 0.03% | +1,097 | New |
| Cozad Asset Management Inc | 1,095 | $257.0K | 0.04% | +1,095 | New |
| Gabelli Funds LLC | 1,095 | $257.0K | 0.00% | +1,095 | New |
| Sage Mountain Advisors LLC | 1,095 | $257.0K | 0.04% | +1,095 | New |
| Boston Private Wealth LLC | 1,089 | $256.0K | 0.00% | −445−29.0% | Reduced |
| Albion Financial Group | 1,090 | $256.0K | 0.02% | +1,090 | New |
| Professional Advisory Services Inc | 1,077 | $253.0K | 0.04% | +1,077 | New |
| Humankind Investments LLC | 1,076 | $253.0K | 0.12% | +1,076 | New |
| Stokes Family Office, LLC | 1,074 | $252.0K | 0.04% | +1,074 | New |
| Optas, LLC | 1,074 | $252.0K | 0.07% | +1,074 | New |
| M&G Investment Management Ltd | 1,069 | $251.0K | 0.00% | +1,069 | New |
| Harbor Financial Services, LLC | 1,066 | $250.0K | 0.11% | +1,066 | New |
| Kovitz Investment Group Partners, LLC | 1,057 | $248.0K | 0.00% | +1,057 | New |
| New England Professional Planning Group Inc. | 641 | $247.0K | 0.15% | +641 | New |
| We Are One Seven, LLC | 1,050 | $247.0K | 0.03% | +1,050 | New |
| Private Capital Management LLC | 1,049 | $246.0K | 0.11% | +1,049 | New |
| Echo Street Capital Management LLC | 1,038 | $244.0K | 0.00% | −840−44.7% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,033 | $243.0K | 0.15% | +81+8.5% | Added |
| Wintrust Investments LLC | 1,034 | $243.0K | 0.02% | +1,034 | New |
| FDx Advisors, Inc. | 1,025 | $241.0K | 0.01% | +1,025 | New |
| Telos Capital Management, Inc. | 1,019 | $239.0K | 0.03% | +1,019 | New |
| Fortis Capital Management LLC | 1,007 | $237.0K | 0.12% | +1,007 | New |
| Heritage Wealth Advisors | 1,002 | $235.4K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,000 | $235.0K | 0.04% | +1,000 | New |
| Northeast Financial Consultants Inc | 1,000 | $235.0K | 0.02% | +1,000 | New |
| Marcum Wealth, LLC | 1,000 | $235.0K | 0.04% | +1,000 | New |
| Capital Planning LLC | 1,000 | $235.0K | 0.10% | +1,000 | New |
| One Day In July LLC | 1,000 | $235.0K | 0.06% | +1,000 | New |
| Bulltick Wealth Management, LLC | 1,000 | $235.0K | 0.06% | +1,000 | New |
| Gilder Gagnon Howe & Co LLC | 982 | $231.0K | 0.00% | +982 | New |
| Moody Lynn & Lieberson, LLC | 978 | $230.0K | 0.02% | +978 | New |
| BDO Wealth Advisors, LLC | 975 | $229.0K | 0.03% | −50−4.9% | Reduced |
| Engine No. 1 LLC | 973 | $229.0K | 0.06% | +973 | New |
| Sax Wealth Advisors, LLC | 972 | $228.0K | 0.08% | +972 | New |
| Dowling & Yahnke LLC | 954 | $224.0K | 0.01% | +954 | New |
| Stratos Wealth Advisors, LLC | 948 | $223.0K | 0.02% | +948 | New |