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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| Old Port Advisors | 9,731 | $2.94M | 1.07% | −30.0% | Reduced |
| American Portfolios Advisors | 7,584 | $2.92M | 0.11% | +2,308+43.7% | Added |
| Financial Advocates Investment Management | 7,547 | $2.90M | 0.20% | +5,570+281.7% | Added |
| UBS Oconnor LLC | 7,500 | $2.89M | 0.03% | +1,500+25.0% | Added |
| Capstone Investment Advisors, LLC | 7,471 | $2.88M | 0.05% | +7,471 | New |
| Gladstone Institutional Advisory LLC | 7,388 | $2.84M | 0.28% | −858−10.4% | Reduced |
| Alcosta Capital Management, Inc. | 7,108 | $2.74M | 1.67% | +7,108 | New |
| Moneta Group Investment Advisors LLC | 7,099 | $2.73M | 0.13% | −5,813−45.0% | Reduced |
| Quantedge Capital Pte Ltd | 7,000 | $2.69M | 1.30% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 6,837 | $2.63M | 0.26% | +128+1.9% | Added |
| Capstone Triton Financial Group, LLC | 7,511 | $2.63M | 1.58% | +286+4.0% | Added |
| RPg Family Wealth Advisory, LLC | 6,741 | $2.59M | 1.09% | −7,580−52.9% | Reduced |
| Green Alpha Advisors, LLC | 6,737 | $2.59M | 1.79% | −885−11.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,698 | $2.58M | 0.13% | +4,853+263.0% | Added |
| Morse Asset Management, Inc | 6,667 | $2.57M | 0.61% | +87+1.3% | Added |
| Crawford Lake Capital Management, LLC | 6,638 | $2.56M | 1.65% | +6,638 | New |
| Allstate Corp | 6,577 | $2.53M | 0.10% | −436−6.2% | Reduced |
| Bridgeway Capital Management, LLC | 6,500 | $2.50M | 0.05% | +6,500 | New |
| Osher Van de Voorde Investment Management | 6,440 | $2.48M | 0.63% | −1,800−21.8% | Reduced |
| AIA Group Ltd | 6,435 | $2.48M | 0.14% | +3,984+162.5% | Added |
| Kestra Private Wealth Services, LLC | 6,433 | $2.48M | 0.14% | +1,763+37.8% | Added |
| Advisors Asset Management, Inc. | 6,407 | $2.47M | 0.04% | +488+8.2% | Added |
| Avestar Capital, LLC | 6,282 | $2.42M | 0.47% | −3,421−35.3% | Reduced |
| XTX Topco Ltd | 6,233 | $2.40M | 0.81% | +5,299+567.3% | Added |
| ACG Wealth | 6,193 | $2.38M | 0.31% | +268+4.5% | Added |
| Parallel Advisors, LLC | 6,146 | $2.37M | 0.10% | +2,787+83.0% | Added |
| Avantax Advisory Services, Inc. | 6,104 | $2.35M | 0.04% | +205+3.5% | Added |
| Belpointe Asset Management LLC | 6,072 | $2.34M | 0.16% | −1,580−20.6% | Reduced |
| Integrated Wealth Concepts LLC | 6,039 | $2.32M | 0.08% | +1,408+30.4% | 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 |
| IndexIQ Advisors LLC | 5,945 | $2.29M | 0.08% | +330+5.9% | Added |
| Prospera Financial Services Inc | 5,933 | $2.28M | 0.11% | +384+6.9% | Added |
| J.W. Cole Advisors, Inc. | 5,887 | $2.27M | 0.16% | +532+9.9% | Added |
| Ieq Capital, LLC | 5,880 | $2.26M | 0.06% | +2,622+80.5% | Added |
| Wedbush Securities Inc | 5,842 | $2.25M | 0.11% | +422+7.8% | Added |
| Pensionfund DSM Netherlands | 5,800 | $2.23M | 0.28% | +5,800 | New |
| Advisory Services Network, LLC | 5,787 | $2.23M | 0.07% | +3,230+126.3% | Added |
| Marshall Wace North America L.P. | 5,750 | $2.21M | 0.01% | −32,102−84.8% | Reduced |
| World Asset Management Inc | 5,729 | $2.21M | 0.22% | +331+6.1% | Added |
| Illinois Municipal Retirement Fund | 5,700 | $2.19M | 0.08% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 5,663 | $2.18M | 0.63% | +902+18.9% | Added |
| Meridian Wealth Management, LLC | 5,623 | $2.16M | 0.27% | −1,267−18.4% | Reduced |
| swisspartners Ltd. | 5,600 | $2.15M | 1.67% | −400−6.7% | Reduced |
| Brookstone Capital Management | 6,690 | $2.15M | 0.04% | +5,786+640.0% | Added |
| Carl P. Sherr & Co., LLC | 5,581 | $2.15M | 1.71% | −13−0.2% | Reduced |
| Horizon Investments, LLC | 5,552 | $2.14M | 0.07% | +5,552 | New |
| D.A. Davidson & Co. | 5,543 | $2.13M | 0.02% | +643+13.1% | Added |
| Impala Asset Management LLC | 5,483 | $2.11M | 0.16% | +5,483 | New |
| Point72 Hong Kong Ltd | 5,433 | $2.09M | 0.16% | +5,433 | New |
| Investment House LLC | 5,425 | $2.09M | 0.15% | +5,425 | New |
| Wetherby Asset Management Inc | 5,411 | $2.08M | 0.13% | +1,699+45.8% | Added |
| Ghost Tree Capital, LLC | 5,300 | $2.04M | 0.67% | +1,300+32.5% | Added |
| E Fund Management Co., Ltd. | 5,204 | $2.00M | 0.08% | +5,204 | New |
| RVW Wealth, LLC | 5,537 | $2.00M | 0.24% | +5,537 | New |
| Mid Atlantic Financial Management Inc | 5,135 | $1.98M | 0.13% | +72+1.4% | Added |
| Siemens Fonds Invest GmbH | 5,077 | $1.95M | 0.13% | +5,077 | New |
| Aft, Forsyth & Company, Inc. | 5,060 | $1.95M | 1.05% | +50+1.0% | Added |
| Aft, Forsyth & Sober, LLC | 5,050 | $1.94M | 0.73% | +5,050 | New |
| Richard P Slaughter Associates Inc | 5,034 | $1.94M | 0.77% | −9,034−64.2% | Reduced |
| Lee Capital Holdings LLC | 5,000 | $1.92M | 1.01% | +5,000 | 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 |
| Wealth Enhancement & Preservation of GA, LLC | 4,977 | $1.92M | 1.47% | +4,977 | New |
| NEXT Financial Group, Inc | 4,959 | $1.91M | 0.15% | −2,459−33.1% | Reduced |
| United Maritime Capital LLC | 4,950 | $1.91M | 2.12% | +4,950 | New |
| Beacon Investment Advisory Services, Inc. | 4,925 | $1.90M | 0.08% | +518+11.8% | Added |
| Advisor Partners LLC | 4,907 | $1.89M | 0.13% | +4,907 | New |
| Precision Wealth Strategies, LLC | 4,901 | $1.89M | 1.46% | −200−3.9% | Reduced |
| Winfield Associates, Inc. | 4,810 | $1.85M | 0.68% | +885+22.5% | Added |
| Fairfield, Bush & Co. | 4,800 | $1.85M | 0.60% | +4,800 | New |
| Schonfeld Strategic Advisors LLC | 4,700 | $1.81M | 0.02% | −30,352−86.6% | Reduced |
| Birinyi Associates Inc | 4,650 | $1.79M | 0.60% | +2,150+86.0% | Added |
| Oak Grove Capital LLC | 4,640 | $1.79M | 0.40% | +440+10.5% | Added |
| Veritable, L.P. | 4,616 | $1.78M | 0.03% | +2,073+81.5% | Added |
| Spire Wealth Management | 4,570 | $1.77M | 0.05% | +1,636+55.8% | Added |
| Tokio Marine Asset Management Co Ltd | 4,605 | $1.77M | 0.16% | −3,941−46.1% | Reduced |
| Beacon Pointe Advisors, LLC | 4,529 | $1.74M | 0.04% | −2,345−34.1% | Reduced |
| Ramiah Investment Group | 4,523 | $1.74M | 1.25% | +4,523 | New |
| Mutual Advisors, LLC | 4,512 | $1.74M | 0.10% | +3,297+271.4% | Added |
| Geneos Wealth Management Inc. | 5,013 | $1.71M | 0.07% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 4,391 | $1.69M | 0.05% | −6,609−60.1% | Reduced |
| Hilltop Holdings Inc. | 4,383 | $1.69M | 0.19% | +918+26.5% | Added |
| HighPoint Advisor Group LLC | 4,377 | $1.69M | 0.17% | +2,898+195.9% | Added |
| Everence Capital Management Inc | 4,370 | $1.68M | 0.14% | +4,370 | New |
| Eudaimonia Partners, LLC | 4,349 | $1.67M | 0.30% | +51+1.2% | Added |
| Winton Group Ltd | 4,307 | $1.66M | 0.09% | −475−9.9% | Reduced |
| Empowered Funds, LLC | 4,306 | $1.66M | 0.21% | +4,306 | New |
| J Arnold Wealth Management Co | 4,238 | $1.63M | 0.79% | +258+6.5% | Added |
| IHT Wealth Management, LLC | 4,202 | $1.62M | 0.13% | −183−4.2% | Reduced |
| NVWM, LLC | 4,055 | $1.56M | 0.56% | −952−19.0% | Reduced |
| La Financiere de L'Echiquier | 4,000 | $1.54M | 0.05% | +4,000 | New |
| Hudson Canyon Capital Management | 4,000 | $1.54M | 1.18% | +4,000 | New |
| JT Stratford LLC | 3,991 | $1.54M | 0.47% | −788−16.5% | Reduced |
| Sofos Investments, Inc. | 3,016 | $1.53M | 1.12% | −4,385−59.2% | Reduced |
| Corient Capital Partners, LLC | 3,982 | $1.53M | 0.11% | +544+15.8% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 3,960 | $1.52M | 0.89% | +3,960 | New |
| 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 |