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 |
|---|---|---|---|---|---|
| Ameritas Investment Company, LLC | 1,878 | $723.0K | 0.03% | +1,306+228.3% | Added |
| Engine No. 1 LLC | 1,883 | $725.0K | 0.19% | +910+93.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,886 | $726.0K | 0.02% | −1,308−41.0% | Reduced |
| Park Avenue Securities LLC | 1,890 | $727.0K | 0.01% | +757+66.8% | Added |
| PDT Partners, LLC | 1,910 | $735.0K | 0.05% | +1,910 | New |
| Gries Financial LLC | 1,915 | $737.0K | 0.23% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,915 | $737.0K | 0.51% | −1,235−39.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,930 | $742.8K | 0.89% | +550+39.9% | Added |
| Laurel Wealth Advisors, Inc. | 1,939 | $746.0K | 0.14% | +12+0.6% | Added |
| Fulton Breakefield Broenniman LLC | 1,955 | $752.0K | 0.06% | +45+2.4% | Added |
| RB Capital Management, LLC | 1,965 | $756.0K | 0.28% | +47+2.5% | Added |
| Harbor Financial Services, LLC | 1,991 | $766.0K | 0.33% | +925+86.8% | Added |
| Harvey Capital Management Inc | 2,000 | $769.0K | 0.26% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,002 | $770.0K | 0.07% | −198−9.0% | Reduced |
| Dorchester Wealth Management Co | 2,000 | $770.0K | 0.19% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 2,000 | $770.0K | 0.21% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,031 | $782.0K | 0.01% | +173+9.3% | Added |
| Cypress Capital Group | 2,031 | $782.0K | 0.11% | +411+25.4% | Added |
| Camarda Financial Advisors, LLC | 2,078 | $800.0K | 0.54% | +2,078 | New |
| Donoghue Forlines LLC | 2,101 | $809.0K | 0.16% | +219+11.6% | Added |
| Capital Financial Services, LLC | 2,105 | $810.0K | 0.99% | +2,105 | New |
| Chicago Capital, LLC | 2,110 | $812.0K | 0.03% | −130−5.8% | Reduced |
| Change Path, LLC | 2,112 | $813.0K | 0.05% | −970−31.5% | Reduced |
| Peapack Gladstone Financial Corp | 2,112 | $813.0K | 0.02% | +2,112 | New |
| Cohen Klingenstein LLC | 2,125 | $818.0K | 0.04% | +2,125 | New |
| Arete Wealth Advisors, LLC | 2,183 | $834.0K | 0.09% | +2,183 | New |
| Peregrine Asset Advisers, Inc. | 2,376 | $837.0K | 0.43% | +131+5.8% | Added |
| Peak Financial Management, Inc. | 2,176 | $837.0K | 0.28% | +330+17.9% | Added |
| Fulton Bank, N.A. | 2,184 | $840.0K | 0.04% | +2,184 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,188 | $842.0K | 0.03% | −950−30.3% | Reduced |
| Pearl River Capital, LLC | 2,200 | $847.0K | 0.23% | +2,200 | New |
| Cable Hill Partners, LLC | 2,206 | $849.0K | 0.20% | −200−8.3% | Reduced |
| Virtus ETF Advisers LLC | 2,208 | $850.0K | 0.37% | −199−8.3% | Reduced |
| Cooper Financial Group | 2,239 | $862.0K | 0.18% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,247 | $865.0K | 0.19% | −862−27.7% | Reduced |
| Laidlaw Wealth Management LLC | 2,264 | $871.0K | 0.22% | +113+5.3% | Added |
| Fisher Asset Management, LLC | 2,266 | $872.0K | 0.00% | −697−23.5% | Reduced |
| Cerity Partners LLC | 2,283 | $879.0K | 0.02% | +283+14.1% | Added |
| Integrated Advisors Network LLC | 2,297 | $884.0K | 0.06% | +1,106+92.9% | Added |
| Aberdeen Wealth Management LLC | 2,315 | $891.0K | 0.86% | 00.0% | Unchanged |
| People's United Financial, Inc. | 2,319 | $892.0K | 0.02% | +195+9.2% | Added |
| Hanseatic Management Services Inc | 2,320 | $893.0K | 1.55% | −1,607−40.9% | Reduced |
| Means Investment Co., Inc. | 2,320 | $893.0K | 0.18% | +396+20.6% | Added |
| Continuum Advisory, LLC | 2,328 | $896.0K | 0.24% | +75+3.3% | Added |
| Capital International Inc | 2,333 | $898.0K | 0.01% | −388−14.3% | Reduced |
| Jennison Associates LLC | 2,337 | $899.0K | 0.00% | −14,030−85.7% | Reduced |
| Brown Advisory Inc | 2,346 | $903.0K | 0.00% | −63−2.6% | Reduced |
| Reik & Co., LLC | 2,350 | $904.0K | 0.23% | +350+17.5% | Added |
| Bessemer Group Inc | 2,351 | $905.0K | 0.00% | +2,251+2,251.0% | Added |
| Exane Derivatives | 2,354 | $905.9K | 0.23% | −139−5.6% | Reduced |
| Cary Street Partners Asset Management LLC | 2,375 | $914.0K | 0.32% | −2,873−54.7% | Reduced |
| McAdam, LLC | 2,384 | $918.0K | 0.10% | −22−0.9% | Reduced |
| Sentry Investment Management LLC | 2,386 | $918.0K | 0.27% | +2,386 | New |
| Hillsdale Investment Management Inc. | 2,402 | $924.0K | 0.07% | −848−26.1% | Reduced |
| 1832 Asset Management L.P. | 2,426 | $925.0K | 0.00% | +2,426 | New |
| Abbrea Capital, LLC | 2,415 | $929.0K | 0.14% | −500−17.2% | Reduced |
| Koshinski Asset Management, Inc. | 2,416 | $929.8K | 0.08% | +1,076+80.3% | Added |
| Brewin Dolphin Ltd | 2,423 | $932.5K | 0.04% | −229−8.6% | Reduced |
| Aspiriant, LLC | 2,453 | $944.0K | 0.06% | −906−27.0% | Reduced |
| Intelligence Driven Advisers, LLC | 2,846 | $945.0K | 0.21% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 2,486 | $957.0K | 0.14% | −1,137−31.4% | Reduced |
| NuWave Investment Management, LLC | 2,487 | $957.0K | 1.09% | +2,487 | New |
| Claro Advisors LLC | 2,495 | $960.0K | 0.40% | +338+15.7% | Added |
| Nadler Financial Group, Inc. | 2,497 | $961.0K | 0.16% | −5−0.2% | Reduced |
| AdvisorNet Financial, Inc | 2,529 | $973.0K | 0.07% | +297+13.3% | Added |
| MAI Capital Management | 2,549 | $981.0K | 0.02% | +76+3.1% | Added |
| Okabena Investment Services Inc | 2,550 | $981.0K | 0.52% | +2,550 | New |
| New England Research & Management, Inc. | 2,551 | $982.0K | 0.51% | −149−5.5% | Reduced |
| B. Riley Wealth Management, Inc. | 2,560 | $985.0K | 0.08% | +91+3.7% | Added |
| Cresset Asset Management, LLC | 2,569 | $989.0K | 0.01% | +2,569 | New |
| Advisory Research Inc | 2,572 | $990.0K | 0.06% | −5,972−69.9% | Reduced |
| Brookfield Asset Management Inc. | 2,587 | $996.0K | 0.00% | −912−26.1% | Reduced |
| Seeyond | 2,598 | $999.0K | 0.10% | −945−26.7% | Reduced |
| First Heartland Consultants, Inc. | 2,600 | $1.00M | 0.15% | +1,743+203.4% | Added |
| Lee Financial Co | 2,608 | $1.00M | 0.21% | 00.0% | Unchanged |
| Madden Securities Corp | 2,621 | $1.01M | 0.55% | +2,621 | New |
| Sovereign Financial Group, Inc. | 2,646 | $1.02M | 0.59% | +2,646 | New |
| Stephens Inc | 2,671 | $1.03M | 0.02% | −70−2.6% | Reduced |
| Keebeck Alpha, LP | 2,693 | $1.04M | 0.32% | 00.0% | Unchanged |
| Human Investing LLC | 2,710 | $1.04M | 0.25% | +2,710 | New |
| Summit Asset Management, LLC | 2,731 | $1.05M | 0.33% | +940+52.5% | Added |
| Diversified Trust Co | 2,768 | $1.06M | 0.04% | +391+16.4% | Added |
| GFG Capital, LLC | 2,770 | $1.07M | 0.34% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,806 | $1.08M | 0.01% | −93−3.2% | Reduced |
| Pitcairn Co | 2,812 | $1.08M | 0.07% | −3,478−55.3% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,813 | $1.08M | 0.81% | +31+1.1% | Added |
| Avidian Wealth Solutions, LLC | 2,850 | $1.10M | 0.08% | +650+29.5% | Added |
| Pictet & Cie (Europe) SA | 2,854 | $1.10M | 0.04% | −181−6.0% | Reduced |
| Lido Advisors, LLC | 2,853 | $1.10M | 0.02% | +1,231+75.9% | Added |
| L & S Advisors Inc | 2,878 | $1.11M | 0.12% | −10,081−77.8% | Reduced |
| Bellwether Advisors, LLC | 2,923 | $1.12M | 0.37% | +2,823+2,823.0% | Added |
| Assenagon Asset Management S.A. | 2,927 | $1.13M | 0.00% | +2,927 | New |
| Keebeck Wealth Management, LLC | 2,930 | $1.13M | 0.22% | −200−6.4% | Reduced |
| Johnson Investment Counsel Inc | 2,934 | $1.13M | 0.02% | +104+3.7% | Added |
| Altman Advisors, Inc. | 3,297 | $1.14M | 0.63% | +3,297 | New |
| SevenBridge Financial Group, LLC | 2,964 | $1.14M | 0.38% | −38−1.3% | Reduced |
| Aurora Investment Counsel | 2,968 | $1.14M | 0.79% | −607−17.0% | Reduced |
| Columbia Asset Management | 2,970 | $1.14M | 0.25% | −1,515−33.8% | Reduced |
| Two Sigma Securities, LLC | 2,981 | $1.15M | 0.24% | −3,427−53.5% | Reduced |
| Principle Wealth Partners LLC | 2,985 | $1.15M | 0.13% | −650−17.9% | Reduced |