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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, Q3 2021

Institutional positions in Moderna, Inc. as of Sep 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
1,146
+250 vs. Q2 2021
Shares held
243.3M
+14.5M (+6.3%) vs. Q2 2021
Total value
$93.6B
+$39.8B (+74.0%) vs. Q2 2021
New holders
324
398 more added
Sold out
74
323 more reduced

11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,146 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ3 2021: $93.6B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q2 2021.

Institutions holding MRNA in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Moisand Fitzgerald Tamayo, LLC3$1.00K0.00%00.0%Unchanged
Cordant, Inc.3$1.00K0.00%+3New
WestEnd Advisors, LLC–$1.15K0.00%–New
Tower View Investment Management & Research LLC4$2.00K0.00%00.0%Unchanged
Gradient Investments LLC5$2.00K0.00%+5New
Lenox Wealth Advisors, LLC4$2.00K0.00%+4New
Cranbrook Wealth Management, LLC4$2.00K0.00%+4New
Carolinas Wealth Consulting LLC6$2.00K0.00%+6New
Annapolis Financial Services, LLC8$3.00K0.00%00.0%Unchanged
Newton One Investments LLC9$3.00K0.00%+9New
HBC Financial Services, PLLC15$4.00K0.00%+15New
Hexagon Capital Partners LLC9$4.00K0.00%+9New
RWM Asset Management, LLC10$4.00K0.00%+10New
Hanson & Doremus Investment Management13$5.00K0.00%−67−83.8%Reduced
Riggs Asset Managment Co. Inc.13$5.00K0.00%+13New
MCF Advisors LLC12$5.00K0.00%+12New
CX Institutional13$5.00K0.00%+13New
Altshuler Shaham Ltd19$7.00K0.00%−1,284−98.5%Reduced
Mizuho Securities Co. Ltd.20$8.00K0.00%−23−53.5%Reduced
American National Bank21$8.00K0.00%00.0%Unchanged
RPG Investment Advisory, LLC20$8.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC20$8.00K0.00%+15+300.0%Added
Financial Management Professionals, Inc.22$8.00K0.00%+22New
Ellevest, Inc.21$8.00K0.00%+21New
Rockbridge Investment Management, LCC20$8.00K0.00%+20New
BerganKDV Wealth Management, LLC24$9.00K0.00%00.0%Unchanged
Rock Creek Group, LP23$9.00K0.00%+23New
Pacific Center for Financial Services24$9.00K0.00%+24New
Better Money Decisions, LLC25$10.0K0.01%00.0%Unchanged
Gemmer Asset Management LLC29$11.0K0.00%−15−34.1%Reduced
Parallax Volatility Advisers, L.P.28$11.0K0.00%00.0%Unchanged
Fortis Advisors, LLC28$11.0K0.01%00.0%Unchanged
City Holding Co30$12.0K0.00%00.0%Unchanged
Macroview Investment Management LLC31$12.0K0.02%+31New
Creative Financial Designs Inc33$13.0K0.00%+33New
Close Asset Management Ltd36$14.0K0.00%+36New
Eagle Bay Advisors LLC36$14.0K0.01%+36New
Strategic Asset Management, LLC45$14.0K0.02%+45New
Private Ocean, LLC40$15.0K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC38$15.0K0.00%+1+2.7%Added
Institutional & Family Asset Management, LLC41$16.0K0.00%−9−18.0%Reduced
Raffa Wealth Management, LLC42$16.2K0.01%+10+31.3%Added
Burleson & Company, LLC45$17.0K0.00%+45New
Glen Eagle Advisors, LLC46$17.7K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC50$19.0K0.00%00.0%Unchanged
Bellevue Asset Management, LLC50$19.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC50$19.0K0.00%+20+66.7%Added
Syverson Strege & Co56$22.0K0.02%+56New
Coastal Capital Group, Inc.59$23.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.60$23.1K0.01%+41+215.8%Added
Corbenic Partners LLC64$25.0K0.01%+64New
Caldwell Trust Co65$25.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.70$26.0K0.00%−64−47.8%Reduced
Resolute Partners Group69$27.0K0.00%+69New
Smithfield Trust Co73$28.0K0.00%00.0%Unchanged
Concord Wealth Partners72$28.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc74$28.0K0.00%+9+13.8%Added
Dark Forest Capital Management LP78$30.0K0.01%−12−13.3%Reduced
Capital Advisory Group Advisory Services, LLC80$31.0K0.01%−48−37.5%Reduced
MV Capital Management, Inc.82$32.0K0.01%+82New
Resources Management Corp86$33.0K0.00%+11+14.7%Added
Simon Quick Advisors, LLC90$34.0K0.01%+20+28.6%Added
Psagot Investment House Ltd.90$35.0K0.01%−610−87.1%Reduced
Psagot Value Holdings Ltd. / (Israel)90$35.0K0.01%+90New
Delta Asset Management LLC100$38.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC100$38.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.100$38.0K0.02%00.0%Unchanged
Wagner Wealth Management, LLC111$38.0K0.03%+13+13.3%Added
CNB Bank100$38.0K0.02%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.100$38.0K0.02%00.0%Unchanged
Heritage Wealth Management, LLC100$38.0K0.01%00.0%Unchanged
Evoke Wealth, LLC101$38.0K0.00%+15+17.4%Added
Focused Wealth Management, Inc100$38.0K0.01%+100New
Capital Analysts, LLC100$38.0K0.00%+100New
West Branch Capital LLC101$39.0K0.02%+14+16.1%Added
Central Bank & Trust Co105$40.0K0.01%00.0%Unchanged
American Research & Management Co.104$40.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC104$40.0K0.01%+57+121.3%Added
Guidance Point Advisors, LLC104$40.0K0.01%+104New
Accel Wealth Management110$42.0K0.03%+20+22.2%Added
Capula Management Ltd112$43.0K0.00%−500−81.7%Reduced
Global Wealth Management Investment Advisory, Inc.112$43.0K0.01%−18−13.8%Reduced
Earnest Partners LLC118$45.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.119$46.0K0.03%+15+14.4%Added
Bell Investment Advisors, Inc120$46.0K0.01%+120New
Clearview Wealth Advisors LLC126$48.0K0.03%−185−59.5%Reduced
North Star Investment Management Corp.125$48.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.126$48.0K0.00%+101+404.0%Added
Liberty Wealth Management LLC128$48.0K0.02%+106+481.8%Added
Evolution Wealth Advisors, LLC130$50.0K0.01%−15−10.3%Reduced
Navigation Wealth Management, Inc.154$52.0K0.34%00.0%Unchanged
Larson Financial Group LLC141$54.0K0.01%+40+39.6%Added
Massmutual Trust Co FSB141$54.0K0.00%+141New
FNY Investment Advisers, LLC143$55.0K0.03%+31+27.7%Added
HM Payson & Co145$56.0K0.00%+2+1.4%Added
Kowal Investment Group, LLC149$57.0K0.02%+149New
Herold Advisors, Inc.150$57.0K0.02%+150New
Mark Sheptoff Financial Planning, LLC150$58.0K0.03%−100−40.0%Reduced
Howe & Rusling Inc150$58.0K0.01%00.0%Unchanged
Holloway Wealth Management, LLC–$58.0K0.02%––