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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
Hudson Valley Investment Advisors Inc555$214.0K0.04%+555New
WSFS Capital Management, LLC556$214.0K0.10%+556New
Smith, Moore & Co.560$216.0K0.03%+560New
Keel Point, LLC565$217.0K0.03%+565New
Matrix Private Capital Group LLC565$217.0K0.11%+565New
MJP Associates Inc566$218.0K0.07%+566New
Beacon Financial Advisory LLC568$219.0K0.11%+568New
Grimes & Company, Inc.572$220.0K0.01%+572New
Iron Financial, LLC571$220.0K0.11%+571New
Country Trust Bank574$221.0K0.01%−743−56.4%Reduced
Choice Wealth Advisors, LLC575$221.0K0.19%+575New
Gofen & Glossberg LLC576$222.0K0.01%+576New
Wealthspire Advisors, LLC578$222.0K0.00%+578New
Rainey & Randall Investment Management Inc.578$222.0K0.11%+578New
Executive Wealth Management, LLC581$223.0K0.02%+581New
Fort Point Capital Partners LLC585$225.0K0.03%+585New
Jaffetilchin Investment Partners, LLC587$226.0K0.02%+587New
Sustainable Insight Capital Management, LLC589$227.0K0.15%+589New
RFG Advisory, LLC592$228.0K0.02%+592New
Duncker Streett & Co Inc595$229.0K0.04%00.0%Unchanged
Sanford Advisory Services, LLC596$229.0K0.06%+596New
Marotta Asset Management598$230.1K0.06%+598New
Canton Hathaway, LLC601$231.0K0.07%−200−25.0%Reduced
Bank of the West599$231.0K0.02%+599New
Gamble Jones Investment Counsel600$231.0K0.02%+600New
Grassi Investment Management600$231.0K0.03%+600New
Westhampton Capital, LLC600$231.0K0.16%+600New
Pettinga Financial Advisors, LLC600$231.0K0.06%+600New
JFS Wealth Advisors, LLC607$234.0K0.02%+100+19.7%Added
SMI Advisory Services, LLC614$236.0K0.11%+614New
Weaver Consulting Group614$236.0K0.13%+614New
Flaharty Asset Management, LLC618$238.0K0.05%+618New
Fort Sheridan Advisors LLC623$240.0K0.08%+623New
First Mercantile Trust Co626$241.0K0.03%−724−53.6%Reduced
Mount Yale Investment Advisors, LLC625$241.0K0.03%+625New
Procyon Private Wealth Partners, LLC625$241.0K0.06%+625New
Fortis Capital Management LLC630$242.0K0.14%−377−37.4%Reduced
TRUE Private Wealth Advisors631$242.0K0.04%+631New
Sound View Wealth Advisors Group, LLC631$243.0K0.05%+631New
Bradley Foster & Sargent Inc635$244.0K0.01%+635New
King Wealth635$244.0K0.05%+635New
Nwam LLC635$244.0K0.02%+635New
Sound Income Strategies, LLC645$248.0K0.03%+292+82.7%Added
Equitable Holdings, Inc.648$249.0K0.00%−537−45.3%Reduced
Farr Miller & Washington LLC646$249.0K0.02%+646New
We Are One Seven, LLC724$250.0K0.03%−326−31.0%Reduced
Boston Financial Mangement LLC650$250.0K0.01%+650New
McCollum Christoferson Group LLC650$250.0K0.06%+650New
Keudell/Morrison Wealth Management650$250.0K0.11%+650New
IAM Advisory, LLC821$250.0K0.11%+821New
Alpha Omega Group, Inc.654$252.0K0.27%+654New
Dynamic Technology Lab Private Ltd657$253.0K0.03%+657New
RSM US Wealth Management LLC660$254.0K0.01%+660New
Valmark Advisers, Inc.666$256.0K0.00%+666New
Northern Oak Wealth Management Inc670$258.0K0.03%−5,249−88.7%Reduced
Heritage Investors Management Corp670$258.0K0.01%+670New
Traynor Capital Management, Inc.671$258.0K0.04%+671New
First Manhattan Co675$259.0K0.00%00.0%Unchanged
Regions Financial Corp674$259.0K0.00%+674New
Benchmark Financial Wealth Advisors, LLC672$259.0K0.12%+672New
Crewe Advisors LLC675$260.0K0.06%00.0%Unchanged
Level Four Advisory Services, LLC682$262.0K0.03%−1,018−59.9%Reduced
Intersect Capital LLC687$264.0K0.05%+687New
ARGI Investment Services, LLC690$266.0K0.01%+690New
Mission Wealth Management, LP692$266.0K0.01%+692New
Dixon Hubard Feinour & Brown Inc695$267.0K0.06%+695New
Financial Engines Advisors L.L.C.696$267.0K0.00%+696New
Gradient Capital Advisors, LLC695$267.0K0.12%+695New
Susquehanna International Securities, Ltd.693$267.0K0.23%+693New
Oxler Private Wealth LLC695$267.0K0.12%+695New
Mitchell Capital Management Co700$269.0K0.06%−200−22.2%Reduced
Stonehage Fleming Financial Services Holdings Ltd700$269.0K0.01%00.0%Unchanged
Comerica Securities,inc.699$269.0K0.02%+699New
Front Barnett Associates LLC700$269.0K0.03%+700New
Gilman Hill Asset Management, LLC700$269.0K0.07%+700New
Winthrop Advisory Group LLC705$271.0K0.06%+705New
Lake Street Financial LLC703$271.0K0.07%+703New
Capital Investment Advisors, LLC714$275.0K0.01%+714New
Wimmer Associates 1, LLC715$275.0K0.16%+715New
Minot Wealth Management LLC720$277.0K0.06%+720New
Capital Investment Advisory Services, LLC723$278.0K0.04%−420−36.7%Reduced
Csenge Advisory Group820$280.0K0.02%−103−11.2%Reduced
Alliance Wealth Management Group728$280.0K0.09%+728New
Towercrest Capital Management728$280.0K0.05%+728New
Tennessee Valley Asset Management Partners727$280.0K0.11%+727New
Blue Fin Capital, Inc.731$281.0K0.09%+731New
Apexium Financial, LP732$282.0K0.16%+732New
C M Bidwell & Associates Ltd739$284.0K0.19%−606−45.1%Reduced
Bailard, Inc.738$284.0K0.01%+738New
Humankind Investments LLC740$285.0K0.13%−336−31.2%Reduced
Jacobs & Co745$286.0K0.03%+745New
Emfo, LLC750$289.0K0.26%−50−6.3%Reduced
Ausdal Financial Partners, Inc.751$289.0K0.04%+751New
WNY Asset Management, LLC752$289.0K0.10%+752New
Girard Partners Ltd.755$290.0K0.04%+755New
Vigilant Capital Management, LLC758$292.0K0.02%00.0%Unchanged
Asset Dedication, LLC760$292.0K0.04%+42+5.8%Added
Adviser Investments LLC758$292.0K0.02%+758New
Mayflower Financial Advisors, LLC879$293.0K0.04%+879New
Heron Financial Group, LLC767$295.0K0.16%+767New