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 |
|---|---|---|---|---|---|
| Almanack Investment Partners, LLC. | 769 | $296.0K | 0.03% | +769 | New |
| American Money Management, LLC | 771 | $297.0K | 0.08% | +771 | New |
| Legacy Private Trust Co. | 775 | $298.0K | 0.02% | +775 | New |
| Clark Capital Management Group, Inc. | 777 | $299.0K | 0.00% | +777 | New |
| Gitterman Wealth Management, LLC | 780 | $300.0K | 0.24% | +780 | New |
| Sargent Bickham Lagudis LLC | 783 | $301.0K | 0.02% | +102+15.0% | Added |
| Sage Mountain Advisors LLC | 787 | $303.0K | 0.04% | −308−28.1% | Reduced |
| Itau Unibanco Holding S.A. | 798 | $307.0K | 0.02% | +218+37.6% | Added |
| Moody Lynn & Lieberson, LLC | 800 | $308.0K | 0.02% | −178−18.2% | Reduced |
| Elk River Wealth Management, LLC | 800 | $308.0K | 0.08% | +800 | New |
| South Shore Capital Advisors | 800 | $308.0K | 0.57% | +800 | New |
| Jag Capital Management, LLC | 802 | $309.0K | 0.02% | +802 | New |
| Hamel Associates, Inc. | 810 | $312.0K | 0.12% | +810 | New |
| Rinet Co LLC | 813 | $313.0K | 0.06% | +813 | New |
| Lineweaver Wealth Advisors, LLC | 814 | $313.0K | 0.10% | +814 | New |
| Freestone Capital Holdings, LLC | 2,109 | $315.0K | 0.02% | +2,109 | New |
| Access Financial Services, Inc. | 820 | $316.0K | 0.14% | +820 | New |
| Latitude Advisors, LLC | 820 | $316.0K | 0.10% | +820 | New |
| Warther Private Wealth, LLC | 938 | $320.0K | 0.29% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 832 | $320.0K | 0.07% | +832 | New |
| Vanguard Capital Wealth Advisors | 835 | $322.0K | 0.25% | +835 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 839 | $323.0K | 0.11% | −390−31.7% | Reduced |
| Salem Investment Counselors Inc | 844 | $325.0K | 0.02% | +4+0.5% | Added |
| BSW Wealth Partners | 849 | $327.0K | 0.09% | −390−31.5% | Reduced |
| Atwood & Palmer Inc | 850 | $327.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 849 | $327.0K | 0.00% | +849 | New |
| Miracle Mile Advisors, LLC | 861 | $331.0K | 0.02% | +861 | New |
| Clarius Group, LLC | 859 | $331.0K | 0.03% | +859 | New |
| Morris Retirement Advisors, LLC | 863 | $332.0K | 0.28% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 863 | $332.0K | 0.02% | +863 | New |
| Global Retirement Partners, LLC | 865 | $333.0K | 0.03% | +565+188.3% | Added |
| Meiji Yasuda Life Insurance Co | 880 | $339.0K | 0.01% | +880 | New |
| Caas Capital Management LP | 891 | $343.0K | 0.03% | −1,053−54.2% | Reduced |
| Coastal Investment Advisors, Inc. | 895 | $344.0K | 0.08% | +40+4.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 900 | $346.0K | 0.22% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 902 | $347.0K | 0.04% | +22+2.5% | Added |
| Signet Financial Management, LLC | 907 | $349.0K | 0.06% | +39+4.5% | Added |
| Quantamental Technologies LLC | 912 | $351.0K | 0.23% | +912 | New |
| Monetary Management Group Inc | 918 | $353.0K | 0.10% | +918 | New |
| Waldron Private Wealth LLC | 920 | $354.0K | 0.02% | +920 | New |
| Welch Group, LLC | 924 | $356.0K | 0.02% | +74+8.7% | Added |
| State of Wyoming | 924 | $356.0K | 0.23% | +701+314.3% | Added |
| Carnegie Capital Asset Management, LLC | 950 | $366.0K | 0.01% | −1,400−59.6% | Reduced |
| Burney Co | 951 | $366.0K | 0.02% | +951 | New |
| Joseph P. Lucia & Associates, LLC | 953 | $367.0K | 0.22% | −80−7.7% | Reduced |
| Dowling & Yahnke LLC | 954 | $367.0K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 954 | $372.0K | 0.15% | +61+6.8% | Added |
| Onyx Bridge Wealth Group LLC | 1,115 | $373.0K | 0.14% | +86+8.4% | Added |
| Optas, LLC | 970 | $373.0K | 0.11% | −104−9.7% | Reduced |
| Sax Wealth Advisors, LLC | 972 | $374.0K | 0.09% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 976 | $376.0K | 0.06% | +976 | New |
| Invst, LLC | 984 | $379.0K | 0.06% | +75+8.3% | Added |
| Maj Invest Holding A/S | 990 | $381.0K | 0.01% | −410−29.3% | Reduced |
| Proficio Capital Partners LLC | 992 | $382.0K | 0.05% | −105−9.6% | Reduced |
| Longitude (Cayman) Ltd. | 1,000 | $385.0K | 0.30% | −5,000−83.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,000 | $385.0K | 0.13% | −300−23.1% | Reduced |
| Capital Planning LLC | 1,000 | $385.0K | 0.16% | 00.0% | Unchanged |
| One Day In July LLC | 1,000 | $385.0K | 0.09% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,000 | $385.0K | 0.04% | +1,000 | New |
| Heritage Wealth Advisors | 1,002 | $385.6K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,008 | $388.0K | 0.04% | +33+3.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,018 | $392.0K | 0.25% | +572+128.3% | Added |
| Granite Investment Advisors, LLC | 1,021 | $393.0K | 0.06% | +1,021 | New |
| NorthRock Partners, LLC | 918 | $396.0K | 0.03% | +918 | New |
| Johnson Midwest Financial, LLC | 1,037 | $399.0K | 0.33% | +1,037 | New |
| IPG Investment Advisors LLC | 1,039 | $399.9K | 0.13% | +1,039 | New |
| QVR LLC | 1,041 | $401.0K | 0.82% | +1,041 | New |
| Apriem Advisors | 1,051 | $404.0K | 0.06% | −965−47.9% | Reduced |
| Private Capital Management LLC | 1,049 | $404.0K | 0.17% | 00.0% | Unchanged |
| First Foundation Advisors | 1,051 | $404.0K | 0.02% | +1,051 | New |
| Bank Hapoalim BM | 1,053 | $405.0K | 0.04% | −108−9.3% | Reduced |
| Whittier Trust Co | 1,058 | $407.0K | 0.01% | +600+131.0% | Added |
| Proequities, Inc. | 1,059 | $408.0K | 0.02% | −233−18.0% | Reduced |
| Frisch Financial Group, Inc. | 1,060 | $408.0K | 0.14% | +1,060 | New |
| Albion Financial Group | 1,065 | $410.0K | 0.04% | −25−2.3% | Reduced |
| Parisi Gray Wealth Management | 1,208 | $412.0K | 0.17% | +1,170+3,078.9% | Added |
| Pinnacle Family Advisors, LLC | 1,073 | $413.0K | 0.18% | +1,073 | New |
| Professional Advisory Services Inc | 1,077 | $414.0K | 0.06% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,077 | $414.0K | 0.05% | +1,077 | New |
| Benedetti & Gucer, Inc. | 1,077 | $414.0K | 0.31% | +1,077 | New |
| StoneX Group Inc. | 1,082 | $416.0K | 0.06% | −206−16.0% | Reduced |
| PGGM Investments | 1,086 | $418.0K | 0.00% | +1,086 | New |
| Wright Investors Service Inc | 1,090 | $419.0K | 0.12% | +1,090 | New |
| Hoylecohen, LLC | 1,094 | $421.0K | 0.04% | −110−9.1% | Reduced |
| TriaGen Wealth Management LLC | 1,097 | $422.0K | 0.23% | +2+0.2% | Added |
| Blueshift Asset Management, LLC | 1,100 | $423.0K | 0.02% | −28,332−96.3% | Reduced |
| Cannell Peter B & Co Inc | 1,100 | $423.0K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,114 | $429.0K | 0.02% | +1,114 | New |
| Meritage Portfolio Management | 1,123 | $432.0K | 0.03% | −23−2.0% | Reduced |
| Merit Financial Group, LLC | 1,130 | $435.0K | 0.05% | +185+19.6% | Added |
| Old Mission Investment Co LLC | 1,131 | $435.3K | 0.18% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,135 | $436.0K | 0.08% | −580−33.8% | Reduced |
| BBVA USA | 1,132 | $436.0K | 0.03% | −1,099−49.3% | Reduced |
| Founders Financial Securities LLC | 1,143 | $440.0K | 0.09% | −607−34.7% | Reduced |
| Aviance Capital Partners, LLC | 1,145 | $441.0K | 0.08% | +145+14.5% | Added |
| Main Street Research LLC | 1,147 | $441.0K | 0.04% | +1,147 | New |
| Clear Harbor Asset Management, LLC | 1,160 | $446.0K | 0.05% | −30−2.5% | Reduced |
| Enterprise Bank & Trust Co | 1,160 | $446.0K | 0.18% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,162 | $447.0K | 0.06% | +88+8.2% | Added |
| BOK Financial Private Wealth, Inc. | 1,177 | $453.0K | 0.04% | +1,177 | New |