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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 152 | $58.0K | 0.04% | +76+100.0% | Added |
| John W. Brooker & Co., CPAs | 150 | $58.0K | 0.03% | +100+200.0% | Added |
| South State Corp. | 150 | $58.0K | 0.00% | +150 | New |
| US Asset Management LLC | 150 | $58.0K | 0.06% | +150 | New |
| Bogart Wealth, LLC | 155 | $60.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 157 | $60.0K | 0.01% | +7+4.7% | Added |
| Wealth Quarterback LLC | 86,754 | $63.0K | 0.04% | +86,369+22,433.5% | Added |
| Tarbox Family Office, Inc. | 164 | $63.0K | 0.01% | +131+397.0% | Added |
| Hudock, Inc. | 168 | $64.0K | 0.02% | −14−7.7% | Reduced |
| Professional Financial Advisors, LLC | 169 | $65.0K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 168 | $65.0K | 0.01% | +168 | New |
| Tradewinds Capital Management, LLC | 176 | $68.0K | 0.01% | −57−24.5% | Reduced |
| Pittenger & Anderson Inc | 185 | $71.0K | 0.00% | +50+37.0% | Added |
| Costello Asset Management, INC | 185 | $71.0K | 0.05% | +60+48.0% | Added |
| Consolidated Planning Corp | 185 | $71.0K | 0.05% | +185 | New |
| TFC Financial Management | 192 | $74.0K | 0.02% | +14+7.9% | Added |
| HHM Wealth Advisors, LLC | 200 | $77.0K | 0.02% | −25−11.1% | Reduced |
| Community Bank, N.A. | 200 | $77.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $77.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $77.0K | 0.00% | +200 | New |
| Covington Capital Management | 203 | $78.0K | 0.00% | −604−74.8% | Reduced |
| Global Financial Private Client, LLC | 230 | $78.5K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 204 | $79.0K | 0.01% | +6+3.0% | Added |
| Zions Bancorporation, N.A. | 206 | $79.0K | 0.01% | +48+30.4% | Added |
| Ancora Advisors, LLC | 216 | $83.0K | 0.00% | −550−71.8% | Reduced |
| Tucker Asset Management LLC | 242 | $83.5K | 0.03% | +2+0.8% | Added |
| JJJ Advisors Inc. | 217 | $84.0K | 0.03% | +88+68.2% | Added |
| Old Second National Bank of Aurora | 225 | $87.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 227 | $87.0K | 0.03% | +95+72.0% | Added |
| Clearstead Advisors, LLC | 229 | $88.0K | 0.01% | −10−4.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 229 | $88.0K | 0.01% | +175+324.1% | Added |
| Optimum Investment Advisors | 230 | $89.0K | 0.04% | −170−42.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 230 | $89.0K | 0.03% | −10−4.2% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 230 | $89.0K | 0.08% | +230 | New |
| Trustcore Financial Services, LLC | 235 | $90.0K | 0.01% | +135+135.0% | Added |
| Catalyst Capital Advisors LLC | 242 | $93.0K | 0.00% | −3−1.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 243 | $94.0K | 0.04% | +243 | New |
| Carroll Financial Associates, Inc. | 249 | $95.0K | 0.01% | −175−41.3% | Reduced |
| Assetmark, Inc | 248 | $95.0K | 0.00% | +238+2,380.0% | Added |
| Arrow Financial Corp | 250 | $96.0K | 0.01% | +200+400.0% | Added |
| Thompson Siegel & Walmsley LLC | 250 | $96.0K | 0.00% | +250 | New |
| Brewin Dolphin Wealth Management Ltd | 254 | $97.8K | 0.01% | −55−17.8% | Reduced |
| Financial Perspectives, Inc | 256 | $98.4K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 266 | $102.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 265 | $102.0K | 0.03% | +214+419.6% | Added |
| CWA Asset Management Group, LLC | 272 | $105.0K | 0.01% | +272 | New |
| Piscataqua Savings Bank | 275 | $106.0K | 0.09% | −75−21.4% | Reduced |
| Activest Wealth Management | 282 | $109.0K | 0.07% | −132−31.9% | Reduced |
| Center for Financial Planning, Inc. | 288 | $111.0K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $115.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $115.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 310 | $119.0K | 0.02% | −77−19.9% | Reduced |
| FinTrust Capital Advisors, LLC | 311 | $120.0K | 0.03% | +17+5.8% | Added |
| Huntington National Bank | 319 | $122.0K | 0.00% | +79+32.9% | Added |
| Manchester Capital Management LLC | 317 | $122.0K | 0.02% | +249+366.2% | Added |
| Atticus Wealth Management, LLC | 328 | $126.0K | 0.06% | +328 | New |
| Baldwin Brothers Inc | 334 | $129.0K | 0.01% | −176−34.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 338 | $130.0K | 0.03% | +8+2.4% | Added |
| Sonora Investment Management, LLC | 340 | $131.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 340 | $131.0K | 0.05% | +81+31.3% | Added |
| Stelac Advisory Services LLC | 343 | $132.0K | 0.04% | −151−30.6% | Reduced |
| D'Orazio & Associates, Inc. | 347 | $134.0K | 0.03% | +47+15.7% | Added |
| Sittner & Nelson, LLC | 350 | $135.0K | 0.09% | −300−46.2% | Reduced |
| AlphaMark Advisors, LLC | 351 | $135.0K | 0.05% | +1+0.3% | Added |
| PSI Advisors, LLC | 358 | $138.0K | 0.06% | +358 | New |
| TD Private Client Wealth LLC | 359 | $138.2K | 0.01% | +330+1,137.9% | Added |
| Glassman Wealth Services | 360 | $139.0K | 0.03% | +43+13.6% | Added |
| Global Trust Asset Management, LLC | 370 | $142.0K | 0.06% | +370 | New |
| Kelly Financial Services LLC | 375 | $144.3K | 0.08% | −87,743−99.6% | Reduced |
| Versant Capital Management, Inc | 387 | $149.0K | 0.05% | +366+1,742.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 400 | $154.0K | 0.02% | −960−70.6% | Reduced |
| Private Capital Group, LLC | 403 | $155.0K | 0.03% | +93+30.0% | Added |
| TCI Wealth Advisors, Inc. | 408 | $157.0K | 0.02% | +90+28.3% | Added |
| Lindbrook Capital, LLC | 416 | $160.0K | 0.04% | +33+8.6% | Added |
| Endurance Wealth Management, Inc. | 450 | $173.0K | 0.02% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 475 | $183.0K | 4.21% | +475 | New |
| Gerber Kawasaki Wealth & Investment Management | 186 | $186.0K | 0.02% | −7,400−97.5% | Reduced |
| MUFG Americas Holdings Corp | 500 | $192.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $192.4K | 0.07% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 501 | $193.0K | 0.02% | +45+9.9% | Added |
| Loomis Sayles & Co L P | 512 | $197.0K | 0.00% | −306−37.4% | Reduced |
| SOA Wealth Advisors, LLC. | 521 | $200.0K | 0.05% | +411+373.6% | Added |
| Vestmark Advisory Solutions, Inc. | 520 | $200.0K | 0.01% | +520 | New |
| Nicholas Hoffman & Company, LLC. | 525 | $202.0K | 0.04% | +525 | New |
| Kalos Management, Inc. | 859 | $203.0K | 0.06% | +859 | New |
| SP Asset Management | 600 | $205.0K | 0.02% | −10−1.6% | Reduced |
| Private Advisory Group LLC | 532 | $205.0K | 0.05% | +532 | New |
| Heron Bay Capital Management | 533 | $205.0K | 0.11% | +533 | New |
| Hyman Charles D | 535 | $206.0K | 0.01% | +535 | New |
| Spotlight Asset Group, Inc. | 535 | $206.0K | 0.10% | +535 | New |
| EWG Elevate Inc. | 537 | $207.0K | 0.09% | +537 | New |
| Octavia Wealth Advisors, LLC | 540 | $207.0K | 0.05% | +540 | New |
| Cambridge Trust Co | 545 | $210.0K | 0.01% | +545 | New |
| Foster Group, Inc. | 549 | $211.0K | 0.02% | +549 | New |
| Vantage Consulting Group Inc | 549 | $211.0K | 0.05% | +549 | New |
| Twin Focus Capital Partners, LLC | 552 | $212.0K | 0.05% | +552 | New |
| Rossmore Private Capital | 550 | $212.0K | 0.04% | +550 | New |
| Frank, Rimerman Advisors LLC | 556 | $214.0K | 0.08% | +556 | New |
| Financial Advisors Network, Inc. | 925 | $214.0K | 0.05% | −403−30.3% | Reduced |
| Echo Street Capital Management LLC | 555 | $214.0K | 0.00% | −483−46.5% | Reduced |