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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 6,690 | $2.15M | 0.04% | +5,786+640.0% | Added |
| swisspartners Ltd. | 5,600 | $2.15M | 1.67% | −400−6.7% | Reduced |
| Meridian Wealth Management, LLC | 5,623 | $2.16M | 0.27% | −1,267−18.4% | Reduced |
| Xcel Wealth Management, LLC | 5,663 | $2.18M | 0.63% | +902+18.9% | Added |
| Illinois Municipal Retirement Fund | 5,700 | $2.19M | 0.08% | 00.0% | Unchanged |
| World Asset Management Inc | 5,729 | $2.21M | 0.22% | +331+6.1% | Added |
| Marshall Wace North America L.P. | 5,750 | $2.21M | 0.01% | −32,102−84.8% | Reduced |
| Advisory Services Network, LLC | 5,787 | $2.23M | 0.07% | +3,230+126.3% | Added |
| Pensionfund DSM Netherlands | 5,800 | $2.23M | 0.28% | +5,800 | New |
| Wedbush Securities Inc | 5,842 | $2.25M | 0.11% | +422+7.8% | Added |
| Ieq Capital, LLC | 5,880 | $2.26M | 0.06% | +2,622+80.5% | Added |
| J.W. Cole Advisors, Inc. | 5,887 | $2.27M | 0.16% | +532+9.9% | Added |
| Prospera Financial Services Inc | 5,933 | $2.28M | 0.11% | +384+6.9% | Added |
| IndexIQ Advisors LLC | 5,945 | $2.29M | 0.08% | +330+5.9% | Added |
| Gamco Investors, Inc. Et Al | 6,000 | $2.31M | 0.02% | 00.0% | Unchanged |
| Advent Capital Management | 6,000 | $2.31M | 0.04% | +6,000 | New |
| Integrated Wealth Concepts LLC | 6,039 | $2.32M | 0.08% | +1,408+30.4% | Added |
| Belpointe Asset Management LLC | 6,072 | $2.34M | 0.16% | −1,580−20.6% | Reduced |
| Avantax Advisory Services, Inc. | 6,104 | $2.35M | 0.04% | +205+3.5% | Added |
| Parallel Advisors, LLC | 6,146 | $2.37M | 0.10% | +2,787+83.0% | Added |
| ACG Wealth | 6,193 | $2.38M | 0.31% | +268+4.5% | Added |
| XTX Topco Ltd | 6,233 | $2.40M | 0.81% | +5,299+567.3% | Added |
| Avestar Capital, LLC | 6,282 | $2.42M | 0.47% | −3,421−35.3% | Reduced |
| Advisors Asset Management, Inc. | 6,407 | $2.47M | 0.04% | +488+8.2% | Added |
| Kestra Private Wealth Services, LLC | 6,433 | $2.48M | 0.14% | +1,763+37.8% | Added |
| AIA Group Ltd | 6,435 | $2.48M | 0.14% | +3,984+162.5% | Added |
| Osher Van de Voorde Investment Management | 6,440 | $2.48M | 0.63% | −1,800−21.8% | Reduced |
| Bridgeway Capital Management, LLC | 6,500 | $2.50M | 0.05% | +6,500 | New |
| Allstate Corp | 6,577 | $2.53M | 0.10% | −436−6.2% | Reduced |
| Crawford Lake Capital Management, LLC | 6,638 | $2.56M | 1.65% | +6,638 | New |
| Morse Asset Management, Inc | 6,667 | $2.57M | 0.61% | +87+1.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,698 | $2.58M | 0.13% | +4,853+263.0% | Added |
| Green Alpha Advisors, LLC | 6,737 | $2.59M | 1.79% | −885−11.6% | Reduced |
| RPg Family Wealth Advisory, LLC | 6,741 | $2.59M | 1.09% | −7,580−52.9% | Reduced |
| Capstone Triton Financial Group, LLC | 7,511 | $2.63M | 1.58% | +286+4.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,837 | $2.63M | 0.26% | +128+1.9% | Added |
| Quantedge Capital Pte Ltd | 7,000 | $2.69M | 1.30% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 7,099 | $2.73M | 0.13% | −5,813−45.0% | Reduced |
| Alcosta Capital Management, Inc. | 7,108 | $2.74M | 1.67% | +7,108 | New |
| Gladstone Institutional Advisory LLC | 7,388 | $2.84M | 0.28% | −858−10.4% | Reduced |
| Capstone Investment Advisors, LLC | 7,471 | $2.88M | 0.05% | +7,471 | New |
| UBS Oconnor LLC | 7,500 | $2.89M | 0.03% | +1,500+25.0% | Added |
| Financial Advocates Investment Management | 7,547 | $2.90M | 0.20% | +5,570+281.7% | Added |
| American Portfolios Advisors | 7,584 | $2.92M | 0.11% | +2,308+43.7% | Added |
| Old Port Advisors | 9,731 | $2.94M | 1.07% | −30.0% | Reduced |
| Capital Counsel LLC | 7,790 | $3.00M | 0.15% | −50−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,867 | $3.03M | 0.01% | +2,730+53.1% | Added |
| Pallas Capital Advisors LLC | 8,779 | $3.04M | 0.33% | +8,779 | New |
| Symmetry Partners, LLC | 9,171 | $3.05M | 0.20% | 00.0% | Unchanged |
| FORA Capital, LLC | 8,007 | $3.08M | 0.78% | +8,007 | New |
| Hayden Royal, LLC | 8,034 | $3.09M | 5.05% | +8,034 | New |
| Purus Wealth Management, LLC | 8,216 | $3.16M | 2.18% | −116−1.4% | Reduced |
| Washington Trust Co | 8,250 | $3.17M | 0.09% | −721−8.0% | Reduced |
| Bridgewater Associates, LP | 8,309 | $3.20M | 0.02% | +8,309 | New |
| Redpoint Investment Management Pty Ltd | 8,311 | $3.20M | 0.27% | −977−10.5% | Reduced |
| JustInvest LLC | 8,326 | $3.20M | 0.29% | +810+10.8% | Added |
| Independent Advisor Alliance | 8,547 | $3.29M | 0.18% | −11,491−57.3% | Reduced |
| BIT Capital GmbH | 8,551 | $3.29M | 0.19% | +8,551 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 8,617 | $3.32M | 0.05% | +415+5.1% | Added |
| Aurora Private Wealth, Inc. | 8,656 | $3.33M | 1.35% | +188+2.2% | Added |
| Harbour Investments, Inc. | 8,709 | $3.35M | 0.11% | −511−5.5% | Reduced |
| Wealthstar Advisors, LLC | 8,797 | $3.38M | 1.24% | +8,797 | New |
| Graham Capital Management, L.P. | 8,797 | $3.38M | 0.20% | +8,797 | New |
| Wealthcare Advisory Partners LLC | 8,825 | $3.40M | 0.22% | +113+1.3% | Added |
| SeaCrest Wealth Management, LLC | 8,827 | $3.40M | 0.41% | +1,123+14.6% | Added |
| Bellecapital International Ltd. | 8,889 | $3.42M | 1.04% | +150+1.7% | Added |
| Baird Financial Group, Inc. | 8,904 | $3.43M | 0.01% | −1,318−12.9% | Reduced |
| DuPont Capital Management Corp | 9,082 | $3.50M | 0.11% | +3,418+60.3% | Added |
| XR Securities LLC | 9,093 | $3.50M | 3.20% | +4,745+109.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,341 | $3.60M | 0.38% | +9,341 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,500 | $3.66M | 0.23% | −800−7.8% | Reduced |
| Brandywine Managers, LLC | 9,510 | $3.66M | 3.82% | 00.0% | Unchanged |
| Professional Planning | 9,539 | $3.67M | 1.75% | +109+1.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,547 | $3.67M | 0.26% | +497+5.5% | Added |
| IBM Retirement Fund | 9,571 | $3.68M | 0.29% | +22+0.2% | Added |
| Stevard, LLC | 9,593 | $3.69M | 2.91% | +2,209+29.9% | Added |
| Centaurus Financial, Inc. | 9,911 | $3.81M | 0.32% | −3,445−25.8% | Reduced |
| Duality Advisers, LP | 9,916 | $3.82M | 0.29% | +1,140+13.0% | Added |
| Circle Wealth Management, LLC | 10,063 | $3.87M | 0.56% | −1,997−16.6% | Reduced |
| Kovack Advisors, Inc. | 10,161 | $3.91M | 0.43% | +1,914+23.2% | Added |
| 180 Wealth Advisors, LLC | 12,142 | $3.94M | 0.87% | −224−1.8% | Reduced |
| Piershale Financial Group, Inc. | 10,292 | $3.96M | 1.63% | +10,292 | New |
| Exchange Traded Concepts, LLC | 10,392 | $4.00M | 0.10% | +2,466+31.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 10,407 | $4.00M | 0.20% | +10,407 | New |
| Acadian Asset Management LLC | 10,442 | $4.01M | 0.02% | −8,867−45.9% | Reduced |
| Gotham Asset Management, LLC | 10,496 | $4.04M | 0.16% | +10,496 | New |
| National Asset Management, Inc. | 10,907 | $4.11M | 0.13% | −9,293−46.0% | Reduced |
| Great Valley Advisor Group, Inc. | 10,711 | $4.12M | 0.28% | +4,734+79.2% | Added |
| Cigna Investments Inc | 10,801 | $4.16M | 0.31% | +8,276+327.8% | Added |
| AE Wealth Management LLC | 10,827 | $4.17M | 0.03% | +2,631+32.1% | Added |
| Motley Fool Asset Management LLC | 11,068 | $4.26M | 0.28% | +2,379+27.4% | Added |
| Essex Investment Management Co LLC | 11,100 | $4.27M | 0.52% | −3,900−26.0% | Reduced |
| Trexquant Investment LP | 11,184 | $4.30M | 0.34% | +9,626+617.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,213 | $4.32M | 0.06% | +80+0.7% | Added |
| Meeder Asset Management Inc | 11,360 | $4.37M | 0.23% | −15,016−56.9% | Reduced |
| Slow Capital, Inc. | 11,600 | $4.46M | 0.82% | −99−0.8% | Reduced |
| Bokf, NA | 11,629 | $4.47M | 0.08% | +11,629 | New |
| Ipswich Investment Management Co., Inc. | 11,649 | $4.48M | 1.15% | −617−5.0% | Reduced |
| Patten & Patten Inc | 11,664 | $4.49M | 0.34% | −275−2.3% | Reduced |
| Arkadios Wealth Advisors | 11,797 | $4.54M | 0.65% | +270+2.3% | Added |