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 |
|---|---|---|---|---|---|
| Polianta Ltd | 3,000 | $1.15M | 0.54% | +3,000 | New |
| Conning Inc. | 3,000 | $1.16M | 0.03% | +3,000 | New |
| united american securities inc. (d/b/a uas asset management) | 3,000 | $1.16M | 0.30% | +3,000 | New |
| Glenmede Trust Co NA | 3,004 | $1.16M | 0.01% | +1,216+68.0% | Added |
| First Quadrant L P | 3,017 | $1.16M | 0.14% | +3,017 | New |
| Marshall Wace, LLP | 3,022 | $1.16M | 0.01% | +338+12.6% | Added |
| Myriad Asset Management Ltd. | 3,041 | $1.17M | 0.12% | −300,000−99.0% | Reduced |
| Parsons Capital Management Inc | 3,055 | $1.18M | 0.09% | +1,505+97.1% | Added |
| Sawtooth Solutions, LLC | 3,068 | $1.18M | 0.18% | +1,790+140.1% | Added |
| Bluestein R H & Co | 3,111 | $1.20M | 0.05% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,149 | $1.21M | 0.00% | +5+0.2% | Added |
| Lincoln National Corp | 3,216 | $1.24M | 0.03% | +855+36.2% | Added |
| Raymond James Trust N.A. | 3,241 | $1.25M | 0.04% | +3,241 | New |
| CIBC Private Wealth Group, LLC | 3,297 | $1.27M | 0.00% | +645+24.3% | Added |
| PointState Capital LP | 3,300 | $1.27M | 0.03% | −6,700−67.0% | Reduced |
| Fifth Third Bancorp | 3,300 | $1.27M | 0.01% | +2,423+276.3% | Added |
| Heritage Trust Co | 3,312 | $1.27M | 0.18% | +426+14.8% | Added |
| Keybank National Association | 3,329 | $1.28M | 0.01% | +1,139+52.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,337 | $1.28M | 0.23% | −240−6.7% | Reduced |
| Kingsview Wealth Management, LLC | 3,350 | $1.29M | 0.06% | +927+38.3% | Added |
| Trust Asset Management LLC | 3,357 | $1.29M | 0.18% | +3,357 | New |
| Harvest Fund Management Co., Ltd | 3,360 | $1.29M | 0.29% | +596+21.6% | Added |
| Philadelphia Trust Co | 3,365 | $1.29M | 0.10% | −50−1.5% | Reduced |
| Northeast Financial Consultants Inc | 3,400 | $1.31M | 0.09% | +2,400+240.0% | Added |
| Snowden Capital Advisors LLC | 3,426 | $1.32M | 0.07% | +6+0.2% | Added |
| Claraphi Advisory Network, LLC | 3,444 | $1.32M | 0.47% | +693+25.2% | Added |
| Cornerstone Wealth Management, LLC | 3,465 | $1.33M | 0.14% | +950+37.8% | Added |
| Greenleaf Trust | 3,468 | $1.33M | 0.02% | +3,468 | New |
| Oxinas Partners Wealth Management LLC | 3,488 | $1.34M | 0.78% | +3,488 | New |
| ExodusPoint Capital Management, LP | 3,525 | $1.36M | 0.02% | −332,981−99.0% | Reduced |
| Harvest Investment Services, LLC | 3,587 | $1.38M | 0.56% | −493−12.1% | Reduced |
| Range Financial Group LLC | 3,612 | $1.39M | 1.00% | +2,162+149.1% | Added |
| Krilogy Financial LLC | 3,621 | $1.39M | 0.14% | +268+8.0% | Added |
| Flagship Harbor Advisors, LLC | 5,942 | $1.40M | 0.15% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 3,644 | $1.40M | 0.29% | +1,448+65.9% | Added |
| Qtron Investments LLC | 3,667 | $1.41M | 0.38% | −2,238−37.9% | Reduced |
| Enlightenment Research, LLC | 3,795 | $1.46M | 1.78% | +3,795 | New |
| Sheets Smith Wealth Management | 3,800 | $1.46M | 0.20% | 00.0% | Unchanged |
| CSS LLC | 3,800 | $1.46M | 0.08% | +3,800 | New |
| Signaturefd, LLC | 3,812 | $1.47M | 0.05% | +1,386+57.1% | Added |
| O'Shaughnessy Asset Management, LLC | 3,832 | $1.48M | 0.03% | +2,073+117.9% | Added |
| Synovus Financial Corp | 3,835 | $1.48M | 0.02% | −235−5.8% | Reduced |
| Transcend Wealth Collective, LLC | 4,378 | $1.51M | 0.14% | +4,378 | New |
| Avitas Wealth Management LLC | 3,943 | $1.52M | 0.28% | −1,600−28.9% | Reduced |
| Pathstone Family Office, LLC | 3,945 | $1.52M | 0.04% | +862+28.0% | Added |
| Patton Fund Management, Inc. | 3,955 | $1.52M | 0.58% | +3,955 | New |
| BFSG, LLC | 3,954 | $1.52M | 0.23% | +3,954 | New |
| Alpha DNA Investment Management LLC | 3,958 | $1.52M | 1.07% | +3,958 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 3,960 | $1.52M | 0.89% | +3,960 | New |
| Corient Capital Partners, LLC | 3,982 | $1.53M | 0.11% | +544+15.8% | Added |
| Sofos Investments, Inc. | 3,016 | $1.53M | 1.12% | −4,385−59.2% | Reduced |
| JT Stratford LLC | 3,991 | $1.54M | 0.47% | −788−16.5% | Reduced |
| Hudson Canyon Capital Management | 4,000 | $1.54M | 1.18% | +4,000 | New |
| La Financiere de L'Echiquier | 4,000 | $1.54M | 0.05% | +4,000 | New |
| NVWM, LLC | 4,055 | $1.56M | 0.56% | −952−19.0% | Reduced |
| IHT Wealth Management, LLC | 4,202 | $1.62M | 0.13% | −183−4.2% | Reduced |
| J Arnold Wealth Management Co | 4,238 | $1.63M | 0.79% | +258+6.5% | Added |
| Empowered Funds, LLC | 4,306 | $1.66M | 0.21% | +4,306 | New |
| Winton Group Ltd | 4,307 | $1.66M | 0.09% | −475−9.9% | Reduced |
| Eudaimonia Partners, LLC | 4,349 | $1.67M | 0.30% | +51+1.2% | Added |
| Everence Capital Management Inc | 4,370 | $1.68M | 0.14% | +4,370 | New |
| HighPoint Advisor Group LLC | 4,377 | $1.69M | 0.17% | +2,898+195.9% | Added |
| Hilltop Holdings Inc. | 4,383 | $1.69M | 0.19% | +918+26.5% | Added |
| Vident Investment Advisory, LLC | 4,391 | $1.69M | 0.05% | −6,609−60.1% | Reduced |
| Geneos Wealth Management Inc. | 5,013 | $1.71M | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,512 | $1.74M | 0.10% | +3,297+271.4% | Added |
| Ramiah Investment Group | 4,523 | $1.74M | 1.25% | +4,523 | New |
| Beacon Pointe Advisors, LLC | 4,529 | $1.74M | 0.04% | −2,345−34.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,605 | $1.77M | 0.16% | −3,941−46.1% | Reduced |
| Spire Wealth Management | 4,570 | $1.77M | 0.05% | +1,636+55.8% | Added |
| Veritable, L.P. | 4,616 | $1.78M | 0.03% | +2,073+81.5% | Added |
| Oak Grove Capital LLC | 4,640 | $1.79M | 0.40% | +440+10.5% | Added |
| Birinyi Associates Inc | 4,650 | $1.79M | 0.60% | +2,150+86.0% | Added |
| Schonfeld Strategic Advisors LLC | 4,700 | $1.81M | 0.02% | −30,352−86.6% | Reduced |
| Fairfield, Bush & Co. | 4,800 | $1.85M | 0.60% | +4,800 | New |
| Winfield Associates, Inc. | 4,810 | $1.85M | 0.68% | +885+22.5% | Added |
| Precision Wealth Strategies, LLC | 4,901 | $1.89M | 1.46% | −200−3.9% | Reduced |
| Advisor Partners LLC | 4,907 | $1.89M | 0.13% | +4,907 | New |
| Beacon Investment Advisory Services, Inc. | 4,925 | $1.90M | 0.08% | +518+11.8% | Added |
| United Maritime Capital LLC | 4,950 | $1.91M | 2.12% | +4,950 | New |
| NEXT Financial Group, Inc | 4,959 | $1.91M | 0.15% | −2,459−33.1% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 4,977 | $1.92M | 1.47% | +4,977 | New |
| Cookson Peirce & Co Inc | 4,982 | $1.92M | 0.12% | −4,229−45.9% | Reduced |
| Wade G W & Inc | 4,980 | $1.92M | 0.09% | −2,560−34.0% | Reduced |
| Lee Capital Holdings LLC | 5,000 | $1.92M | 1.01% | +5,000 | New |
| Richard P Slaughter Associates Inc | 5,034 | $1.94M | 0.77% | −9,034−64.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 5,050 | $1.94M | 0.73% | +5,050 | New |
| Aft, Forsyth & Company, Inc. | 5,060 | $1.95M | 1.05% | +50+1.0% | Added |
| Siemens Fonds Invest GmbH | 5,077 | $1.95M | 0.13% | +5,077 | New |
| Mid Atlantic Financial Management Inc | 5,135 | $1.98M | 0.13% | +72+1.4% | Added |
| RVW Wealth, LLC | 5,537 | $2.00M | 0.24% | +5,537 | New |
| E Fund Management Co., Ltd. | 5,204 | $2.00M | 0.08% | +5,204 | New |
| Ghost Tree Capital, LLC | 5,300 | $2.04M | 0.67% | +1,300+32.5% | Added |
| Wetherby Asset Management Inc | 5,411 | $2.08M | 0.13% | +1,699+45.8% | Added |
| Investment House LLC | 5,425 | $2.09M | 0.15% | +5,425 | New |
| Point72 Hong Kong Ltd | 5,433 | $2.09M | 0.16% | +5,433 | New |
| Impala Asset Management LLC | 5,483 | $2.11M | 0.16% | +5,483 | New |
| D.A. Davidson & Co. | 5,543 | $2.13M | 0.02% | +643+13.1% | Added |
| Horizon Investments, LLC | 5,552 | $2.14M | 0.07% | +5,552 | New |
| Carl P. Sherr & Co., LLC | 5,581 | $2.15M | 1.71% | −13−0.2% | Reduced |