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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,181 | $455.0K | 0.03% | −11−0.9% | Reduced |
| KMG Fiduciary Partners, LLC | 1,183 | $455.0K | 0.08% | +1,183 | New |
| Summit Trail Advisors, LLC | 1,186 | $456.0K | 0.03% | +1,186 | New |
| Cim Investment Mangement Inc | 1,187 | $457.0K | 0.14% | +1,187 | New |
| Roman Butler Fullerton & Co | 1,370 | $459.0K | 0.21% | −100−6.8% | Reduced |
| Telos Capital Management, Inc. | 1,196 | $460.0K | 0.06% | +177+17.4% | Added |
| West Family Investments, Inc. | 1,198 | $461.0K | 0.12% | +68+6.0% | Added |
| Silvercrest Asset Management Group LLC | 1,200 | $462.0K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,200 | $462.0K | 0.10% | +700+140.0% | Added |
| Maven Securities LTD | 1,201 | $465.0K | 0.05% | −3,299−73.3% | Reduced |
| Marino, Stram & Associates LLC | 1,211 | $466.0K | 0.16% | +1,211 | New |
| GPS Wealth Strategies Group, LLC | 1,215 | $468.0K | 0.12% | −14−1.1% | Reduced |
| Cozad Asset Management Inc | 1,215 | $468.0K | 0.07% | +120+11.0% | Added |
| Smith Group Asset Management, LLC | 1,220 | $470.0K | 0.02% | +1,220 | New |
| Colony Group LLC | 1,225 | $471.0K | 0.01% | −1,510−55.2% | Reduced |
| High Falls Advisors, Inc | 1,225 | $471.0K | 0.13% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,229 | $473.0K | 0.04% | +1,229 | New |
| McKinley Carter Wealth Services, Inc. | 1,240 | $477.0K | 0.04% | −750−37.7% | Reduced |
| Evercore Wealth Management, LLC | 1,239 | $477.0K | 0.01% | +4+0.3% | Added |
| Berman Capital Advisors, LLC | 1,241 | $477.0K | 0.08% | +391+46.0% | Added |
| Resources Investment Advisors, LLC. | 1,250 | $481.0K | 0.02% | −1,267−50.3% | Reduced |
| GM Advisory Group, Inc. | 1,253 | $482.0K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,257 | $484.0K | 0.03% | +20+1.6% | Added |
| Essex Private Wealth Management, LLC | 1,268 | $488.0K | 0.44% | +49+4.0% | Added |
| Sargent Investment Group, LLC | 1,270 | $489.0K | 0.12% | −80−5.9% | Reduced |
| Menard Financial Group LLC | 1,271 | $489.0K | 0.43% | +1,271 | New |
| Boenning & Scattergood, Inc. | 1,280 | $492.0K | 0.09% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,278 | $492.0K | 0.01% | +189+17.4% | Added |
| Perennial Investment Advisors, LLC | 1,301 | $499.0K | 0.18% | +167+14.7% | Added |
| Marcum Wealth, LLC | 1,307 | $503.0K | 0.08% | +307+30.7% | Added |
| DCM Advisors, LLC | 1,315 | $506.0K | 0.19% | −10−0.8% | Reduced |
| Joel Isaacson & Co., LLC | 1,322 | $509.0K | 0.04% | +1,322 | New |
| Valeo Financial Advisors, LLC | 1,327 | $511.0K | 0.03% | +51+4.0% | Added |
| CFS Investment Advisory Services, LLC | 1,343 | $517.0K | 0.07% | +1,343 | New |
| Hunter Perkins Capital Management, LLC | 1,350 | $520.0K | 0.11% | −150−10.0% | Reduced |
| Cadinha & Co LLC | 1,350 | $520.0K | 0.07% | +1,350 | New |
| Perigon Wealth Management, LLC | 1,359 | $523.0K | 0.05% | +204+17.7% | Added |
| Van Hulzen Asset Management, LLC | 1,369 | $527.0K | 0.08% | +1,369 | New |
| First Command Bank | 1,385 | $533.0K | 0.09% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,385 | $533.0K | 0.09% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,386 | $533.0K | 0.25% | +70+5.3% | Added |
| Regent Peak Wealth Advisors LLC | 1,387 | $534.0K | 0.15% | +252+22.2% | Added |
| Allworth Financial LP | 1,392 | $536.0K | 0.01% | +96+7.4% | Added |
| Ritholtz Wealth Management | 1,396 | $537.0K | 0.04% | +1,396 | New |
| Apollon Wealth Management, LLC | 1,413 | $544.0K | 0.07% | +228+19.2% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $545.0K | 0.09% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,421 | $547.0K | 0.26% | +1,421 | New |
| Plotkin Financial Advisors, LLC | 1,425 | $548.4K | 0.33% | +1,425 | New |
| KCM Investment Advisors LLC | 1,434 | $552.0K | 0.02% | −519−26.6% | Reduced |
| Crestwood Advisors Group LLC | 1,454 | $560.0K | 0.02% | +154+11.8% | Added |
| Robertson Stephens Wealth Management, LLC | 1,462 | $562.0K | 0.07% | +342+30.5% | Added |
| Agf Investments Inc. | 1,492 | $574.0K | 0.00% | −4,352−74.5% | Reduced |
| Carret Asset Management, LLC | 1,500 | $577.0K | 0.07% | 00.0% | Unchanged |
| Amia Capital LLP | 1,500 | $577.0K | 0.13% | +1,500 | New |
| Convergence Investment Partners, LLC | 1,502 | $578.0K | 0.31% | +136+10.0% | Added |
| Personal Capital Advisors Corp | 1,512 | $582.0K | 0.00% | −47−3.0% | Reduced |
| Dynamic Advisor Solutions LLC | 1,512 | $582.0K | 0.04% | +111+7.9% | Added |
| Spearhead Capital Advisors, LLC | 1,526 | $587.0K | 0.08% | −57−3.6% | Reduced |
| Ci Investments Inc. | 1,533 | $590.0K | 0.00% | +1,533 | New |
| Veriti Management LLC | 1,535 | $591.0K | 0.08% | +1,535 | New |
| Hellman Jordan Management Co Inc | 1,544 | $594.0K | 0.84% | −1,156−42.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,560 | $600.0K | 0.04% | +1,560 | New |
| Stonebridge Financial Planning Group, LLC | 1,760 | $609.0K | 0.30% | −125−6.6% | Reduced |
| Abbot Financial Management, Inc. | 1,588 | $611.0K | 0.28% | +23+1.5% | Added |
| Pacitti Group Inc. | 1,602 | $617.0K | 0.39% | – | – |
| Castle Rock Wealth Management, LLC | 2,533 | $620.0K | 0.21% | +1,825+257.8% | Added |
| Jupiter Wealth Management LLC | 2,721 | $623.0K | 0.29% | −13,933−83.7% | Reduced |
| HBK Sorce Advisory LLC | 1,621 | $624.0K | 0.03% | −98−5.7% | Reduced |
| Pinnacle Financial Partners Inc | 1,659 | $638.0K | 0.02% | +983+145.4% | Added |
| Meristem Family Wealth, LLC | 1,662 | $640.0K | 0.06% | +1,662 | New |
| Fukoku Mutual Life Insurance Co | 1,680 | $647.0K | 0.05% | +1,680 | New |
| McGuire Investment Group, LLC | 1,698 | $653.0K | 0.12% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 1,699 | $654.0K | 0.24% | +1,699 | New |
| Buckingham Strategic Wealth, LLC | 1,707 | $657.0K | 0.01% | −349−17.0% | Reduced |
| Brown Brothers Harriman & Co | 1,707 | $657.0K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,708 | $657.0K | 0.10% | +1,708 | New |
| EP Wealth Advisors, LLC | 1,711 | $658.0K | 0.02% | +60+3.6% | Added |
| WESPAC Advisors, LLC | 1,713 | $659.0K | 0.41% | +1,713 | New |
| Brighton Jones LLC | 1,725 | $664.0K | 0.03% | −60−3.4% | Reduced |
| Verition Fund Management LLC | 1,728 | $665.0K | 0.01% | +793+84.8% | Added |
| Orion Portfolio Solutions, LLC | 1,739 | $669.0K | 0.02% | +301+20.9% | Added |
| Magnetar Financial LLC | 1,741 | $670.0K | 0.01% | +1,741 | New |
| Quilter Plc | 1,764 | $679.0K | 0.02% | −1,136−39.2% | Reduced |
| Quadrant Capital Group LLC | 1,769 | $681.0K | 0.10% | +299+20.3% | Added |
| Twin Lakes Capital Management, LLC | 1,772 | $682.0K | 0.40% | −506−22.2% | Reduced |
| Rockland Trust Co | 1,786 | $687.0K | 0.05% | +585+48.7% | Added |
| Azzad Asset Management Inc | 1,789 | $688.6K | 0.10% | +300+20.1% | Added |
| EMC Capital Management | 2,000 | $690.0K | 0.39% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,795 | $690.0K | 0.06% | +502+38.8% | Added |
| Ballentine Partners, LLC | 1,795 | $691.0K | 0.02% | +186+11.6% | Added |
| Fayez Sarofim & Co | 1,800 | $693.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,801 | $693.0K | 0.04% | +1,801 | New |
| Stonnington Group, LLC | 2,275 | $694.0K | 0.16% | −155−6.4% | Reduced |
| BCJ Capital Management, LLC | 1,845 | $710.0K | 0.07% | +1,845 | New |
| Venture Visionary Partners LLC | 1,850 | $711.0K | 0.05% | −1,279−40.9% | Reduced |
| Pinnacle Associates Ltd | 1,851 | $712.0K | 0.01% | +120+6.9% | Added |
| Beaumont Financial Partners, LLC | 1,861 | $716.0K | 0.06% | −268−12.6% | Reduced |
| Good Life Advisors, LLC | 1,860 | $716.0K | 0.10% | +1,860 | New |
| Capital International Ltd | 1,874 | $721.0K | 0.04% | −94−4.8% | Reduced |
| Barber Financial Group, Inc. | 1,875 | $722.0K | 0.09% | +1,875 | New |