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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 945 | $222.0K | 0.02% | +945 | New |
| Warther Private Wealth, LLC | 938 | $221.0K | 0.21% | +938 | New |
| Verition Fund Management LLC | 935 | $220.0K | 0.00% | −3,024−76.4% | Reduced |
| XTX Topco Ltd | 934 | $219.0K | 0.07% | +934 | New |
| Csenge Advisory Group | 923 | $217.0K | 0.02% | +923 | New |
| Shulman DeMeo Asset Management LLC | 919 | $216.0K | 0.08% | +919 | New |
| GSB Wealth Management, LLC | 915 | $215.0K | 0.07% | +915 | New |
| Brookstone Capital Management | 904 | $213.0K | 0.00% | +904 | New |
| Wiley Bros.-Aintree Capital, LLC | 900 | $211.0K | 0.14% | +900 | New |
| Mitchell Capital Management Co | 900 | $211.0K | 0.05% | +900 | New |
| Childress Capital Advisors, LLC | 893 | $209.0K | 0.10% | +893 | New |
| QCM Cayman, Ltd. | 880 | $207.0K | 0.53% | +880 | New |
| Oppenheimer & Close, LLC | 885 | $207.0K | 0.19% | +885 | New |
| Crescent Grove Advisors, LLC | 880 | $207.0K | 0.02% | +880 | New |
| Fifth Third Bancorp | 877 | $206.0K | 0.00% | +141+19.2% | Added |
| First City Capital Management, Inc. | 525 | $205.0K | 0.11% | +525 | New |
| Signet Financial Management, LLC | 868 | $204.0K | 0.07% | +868 | New |
| Morris Retirement Advisors, LLC | 863 | $203.0K | 0.17% | +863 | New |
| First Heartland Consultants, Inc. | 857 | $201.0K | 0.03% | +857 | New |
| Coastal Investment Advisors, Inc. | 855 | $201.0K | 0.05% | +855 | New |
| Atwood & Palmer Inc | 850 | $200.0K | 0.02% | 00.0% | Unchanged |
| Welch Group, LLC | 850 | $200.0K | 0.01% | +850 | New |
| SP Asset Management | 610 | $200.0K | 0.02% | +610 | New |
| Berman Capital Advisors, LLC | 850 | $199.0K | 0.03% | +334+64.7% | Added |
| Salem Investment Counselors Inc | 840 | $197.0K | 0.01% | +250+42.4% | Added |
| Loomis Sayles & Co L P | 818 | $192.0K | 0.00% | −68−7.7% | Reduced |
| Covington Capital Management | 807 | $190.0K | 0.01% | +582+258.7% | Added |
| Canton Hathaway, LLC | 801 | $188.0K | 0.05% | 00.0% | Unchanged |
| Emfo, LLC | 800 | $188.0K | 0.16% | +800 | New |
| Ancora Advisors, LLC | 766 | $180.0K | 0.00% | +100+15.0% | Added |
| Horan Securities, Inc. | 761 | $179.0K | 0.13% | −435−36.4% | Reduced |
| Vigilant Capital Management, LLC | 758 | $178.0K | 0.01% | +8+1.1% | Added |
| Asset Dedication, LLC | 718 | $169.0K | 0.03% | +650+955.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 700 | $164.0K | 0.00% | −1,500−68.2% | Reduced |
| Cutler Group LP | 700 | $164.0K | 0.01% | −1,327−65.5% | Reduced |
| Psagot Investment House Ltd. | 700 | $164.0K | 0.01% | +700 | New |
| Sargent Bickham Lagudis LLC | 681 | $160.0K | 0.01% | −7−1.0% | Reduced |
| Crewe Advisors LLC | 675 | $159.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 676 | $159.0K | 0.01% | +676 | New |
| Pinnacle Wealth Advisors | 676 | $159.0K | 0.01% | +676 | New |
| First Manhattan Co | 675 | $158.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 650 | $153.0K | 0.11% | 00.0% | Unchanged |
| Capula Management Ltd | 612 | $144.0K | 0.03% | +612 | New |
| Duncker Streett & Co Inc | 595 | $140.0K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 580 | $136.0K | 0.01% | +580 | New |
| Baldwin Brothers Inc | 510 | $120.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 507 | $119.0K | 0.02% | −27−5.1% | Reduced |
| Archer Investment Corp | 500 | $117.5K | 0.05% | −917−64.7% | Reduced |
| MUFG Americas Holdings Corp | 500 | $117.0K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 500 | $117.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $117.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $117.0K | 0.02% | +500 | New |
| Stelac Advisory Services LLC | 494 | $116.0K | 0.03% | +494 | New |
| Whittier Trust Co | 458 | $108.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 456 | $107.0K | 0.01% | −388−46.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 446 | $105.0K | 0.06% | −250−35.9% | Reduced |
| Endurance Wealth Management, Inc. | 450 | $105.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 424 | $99.0K | 0.01% | +23+5.7% | Added |
| Activest Wealth Management | 414 | $97.0K | 0.07% | −219−34.6% | Reduced |
| Optimum Investment Advisors | 400 | $94.0K | 0.03% | +50+14.3% | Added |
| Toth Financial Advisory Corp | 387 | $91.0K | 0.01% | −190−32.9% | Reduced |
| Wealth Quarterback LLC | 385 | $91.0K | 0.06% | +385 | New |
| Lindbrook Capital, LLC | 383 | $90.0K | 0.02% | +24+6.7% | Added |
| Sound Income Strategies, LLC | 353 | $83.0K | 0.01% | +103+41.2% | Added |
| AlphaMark Advisors, LLC | 350 | $82.0K | 0.03% | −175−33.3% | Reduced |
| Piscataqua Savings Bank | 350 | $82.0K | 0.07% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 340 | $80.0K | 0.01% | +340 | New |
| Kistler-Tiffany Companies, LLC | 330 | $78.0K | 0.02% | +22+7.1% | Added |
| TCI Wealth Advisors, Inc. | 318 | $75.0K | 0.01% | +29+10.0% | Added |
| Glassman Wealth Services | 317 | $74.0K | 0.02% | +10+3.3% | Added |
| Clearview Wealth Advisors LLC | 311 | $73.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Group, LLC | 310 | $73.0K | 0.02% | +45+17.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 309 | $72.6K | 0.01% | +225+267.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 300 | $71.0K | 0.01% | +300 | New |
| San Francisco Sentry Investment Group (Ca) | 300 | $70.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 300 | $70.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 300 | $70.0K | 0.01% | +21+7.5% | Added |
| PrairieView Partners, LLC | 300 | $70.0K | 0.01% | +300 | New |
| FinTrust Capital Advisors, LLC | 294 | $69.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 288 | $68.0K | 0.02% | −211−42.3% | Reduced |
| WealthShield Partners, LLC | 278 | $65.0K | 0.01% | +22+8.6% | Added |
| Webster Bank, N. A. | 266 | $63.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 259 | $61.0K | 0.02% | +154+146.7% | Added |
| Financial Perspectives, Inc | 256 | $60.1K | 0.03% | −26,670−99.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 250 | $59.0K | 0.03% | +250 | New |
| Flagship Private Wealth, LLC | 264 | $58.6K | 0.04% | +131+98.5% | Added |
| Catalyst Capital Advisors LLC | 245 | $58.0K | 0.00% | +8+3.4% | Added |
| Cary Street Partner Investment Advisory LLC | 242 | $57.0K | 0.02% | +107+79.3% | Added |
| Tucker Asset Management LLC | 240 | $56.4K | 0.03% | −125−34.2% | Reduced |
| Huntington National Bank | 240 | $56.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 239 | $56.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 240 | $56.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 233 | $55.0K | 0.01% | −415−64.0% | Reduced |
| FFT Wealth Management LLC | 233 | $55.0K | 0.01% | +233 | New |
| Global Financial Private Client, LLC | 230 | $54.1K | 0.03% | −400−63.5% | Reduced |
| HHM Wealth Advisors, LLC | 225 | $53.0K | 0.01% | −25−10.0% | Reduced |
| Old Second National Bank of Aurora | 225 | $53.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 223 | $52.0K | 0.03% | +223 | New |
| Beck Bode, LLC | 206 | $48.0K | 0.01% | +206 | New |
| Community Bank, N.A. | 200 | $47.0K | 0.01% | 00.0% | Unchanged |