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 |
|---|---|---|---|---|---|
| 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 |
| Transcend Wealth Collective, LLC | 4,378 | $1.51M | 0.14% | +4,378 | New |
| Synovus Financial Corp | 3,835 | $1.48M | 0.02% | −235−5.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,832 | $1.48M | 0.03% | +2,073+117.9% | Added |
| Signaturefd, LLC | 3,812 | $1.47M | 0.05% | +1,386+57.1% | Added |
| Sheets Smith Wealth Management | 3,800 | $1.46M | 0.20% | 00.0% | Unchanged |
| CSS LLC | 3,800 | $1.46M | 0.08% | +3,800 | New |
| Enlightenment Research, LLC | 3,795 | $1.46M | 1.78% | +3,795 | New |
| Qtron Investments LLC | 3,667 | $1.41M | 0.38% | −2,238−37.9% | Reduced |
| Dimension Capital Management LLC | 3,644 | $1.40M | 0.29% | +1,448+65.9% | Added |
| Flagship Harbor Advisors, LLC | 5,942 | $1.40M | 0.15% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,621 | $1.39M | 0.14% | +268+8.0% | Added |
| Range Financial Group LLC | 3,612 | $1.39M | 1.00% | +2,162+149.1% | Added |
| Harvest Investment Services, LLC | 3,587 | $1.38M | 0.56% | −493−12.1% | Reduced |
| ExodusPoint Capital Management, LP | 3,525 | $1.36M | 0.02% | −332,981−99.0% | Reduced |
| Oxinas Partners Wealth Management LLC | 3,488 | $1.34M | 0.78% | +3,488 | New |
| Greenleaf Trust | 3,468 | $1.33M | 0.02% | +3,468 | New |
| Cornerstone Wealth Management, LLC | 3,465 | $1.33M | 0.14% | +950+37.8% | Added |
| Claraphi Advisory Network, LLC | 3,444 | $1.32M | 0.47% | +693+25.2% | Added |
| Snowden Capital Advisors LLC | 3,426 | $1.32M | 0.07% | +6+0.2% | Added |
| Northeast Financial Consultants Inc | 3,400 | $1.31M | 0.09% | +2,400+240.0% | Added |
| Philadelphia Trust Co | 3,365 | $1.29M | 0.10% | −50−1.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,360 | $1.29M | 0.29% | +596+21.6% | Added |
| Trust Asset Management LLC | 3,357 | $1.29M | 0.18% | +3,357 | New |
| Kingsview Wealth Management, LLC | 3,350 | $1.29M | 0.06% | +927+38.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,337 | $1.28M | 0.23% | −240−6.7% | Reduced |
| Keybank National Association | 3,329 | $1.28M | 0.01% | +1,139+52.0% | Added |
| Heritage Trust Co | 3,312 | $1.27M | 0.18% | +426+14.8% | 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 |
| CIBC Private Wealth Group, LLC | 3,297 | $1.27M | 0.00% | +645+24.3% | Added |
| Raymond James Trust N.A. | 3,241 | $1.25M | 0.04% | +3,241 | New |
| Lincoln National Corp | 3,216 | $1.24M | 0.03% | +855+36.2% | Added |
| Ontario Teachers Pension Plan Board | 3,149 | $1.21M | 0.00% | +5+0.2% | Added |
| Bluestein R H & Co | 3,111 | $1.20M | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,068 | $1.18M | 0.18% | +1,790+140.1% | Added |
| Parsons Capital Management Inc | 3,055 | $1.18M | 0.09% | +1,505+97.1% | Added |
| Myriad Asset Management Ltd. | 3,041 | $1.17M | 0.12% | −300,000−99.0% | Reduced |
| Marshall Wace, LLP | 3,022 | $1.16M | 0.01% | +338+12.6% | Added |
| First Quadrant L P | 3,017 | $1.16M | 0.14% | +3,017 | New |
| Glenmede Trust Co NA | 3,004 | $1.16M | 0.01% | +1,216+68.0% | Added |
| 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 |
| Polianta Ltd | 3,000 | $1.15M | 0.54% | +3,000 | New |
| Principle Wealth Partners LLC | 2,985 | $1.15M | 0.13% | −650−17.9% | Reduced |
| Two Sigma Securities, LLC | 2,981 | $1.15M | 0.24% | −3,427−53.5% | Reduced |
| Columbia Asset Management | 2,970 | $1.14M | 0.25% | −1,515−33.8% | Reduced |
| Aurora Investment Counsel | 2,968 | $1.14M | 0.79% | −607−17.0% | Reduced |
| SevenBridge Financial Group, LLC | 2,964 | $1.14M | 0.38% | −38−1.3% | Reduced |
| Altman Advisors, Inc. | 3,297 | $1.14M | 0.63% | +3,297 | New |
| Johnson Investment Counsel Inc | 2,934 | $1.13M | 0.02% | +104+3.7% | Added |
| Keebeck Wealth Management, LLC | 2,930 | $1.13M | 0.22% | −200−6.4% | Reduced |
| Assenagon Asset Management S.A. | 2,927 | $1.13M | 0.00% | +2,927 | New |
| Bellwether Advisors, LLC | 2,923 | $1.12M | 0.37% | +2,823+2,823.0% | Added |
| L & S Advisors Inc | 2,878 | $1.11M | 0.12% | −10,081−77.8% | Reduced |
| 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 |
| Avidian Wealth Solutions, LLC | 2,850 | $1.10M | 0.08% | +650+29.5% | Added |
| 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 |
| Davenport & Co LLC | 2,806 | $1.08M | 0.01% | −93−3.2% | Reduced |
| GFG Capital, LLC | 2,770 | $1.07M | 0.34% | 00.0% | Unchanged |
| Diversified Trust Co | 2,768 | $1.06M | 0.04% | +391+16.4% | Added |
| Summit Asset Management, LLC | 2,731 | $1.05M | 0.33% | +940+52.5% | Added |
| Human Investing LLC | 2,710 | $1.04M | 0.25% | +2,710 | New |
| Keebeck Alpha, LP | 2,693 | $1.04M | 0.32% | 00.0% | Unchanged |
| Stephens Inc | 2,671 | $1.03M | 0.02% | −70−2.6% | Reduced |
| Sovereign Financial Group, Inc. | 2,646 | $1.02M | 0.59% | +2,646 | New |
| Madden Securities Corp | 2,621 | $1.01M | 0.55% | +2,621 | New |
| Lee Financial Co | 2,608 | $1.00M | 0.21% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 2,600 | $1.00M | 0.15% | +1,743+203.4% | Added |
| Seeyond | 2,598 | $999.0K | 0.10% | −945−26.7% | Reduced |
| Brookfield Asset Management Inc. | 2,587 | $996.0K | 0.00% | −912−26.1% | Reduced |
| Advisory Research Inc | 2,572 | $990.0K | 0.06% | −5,972−69.9% | Reduced |
| Cresset Asset Management, LLC | 2,569 | $989.0K | 0.01% | +2,569 | New |
| B. Riley Wealth Management, Inc. | 2,560 | $985.0K | 0.08% | +91+3.7% | Added |
| New England Research & Management, Inc. | 2,551 | $982.0K | 0.51% | −149−5.5% | Reduced |
| 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 |
| AdvisorNet Financial, Inc | 2,529 | $973.0K | 0.07% | +297+13.3% | Added |
| Nadler Financial Group, Inc. | 2,497 | $961.0K | 0.16% | −5−0.2% | Reduced |
| Claro Advisors LLC | 2,495 | $960.0K | 0.40% | +338+15.7% | Added |
| 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 |
| Intelligence Driven Advisers, LLC | 2,846 | $945.0K | 0.21% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,453 | $944.0K | 0.06% | −906−27.0% | Reduced |
| Brewin Dolphin Ltd | 2,423 | $932.5K | 0.04% | −229−8.6% | Reduced |
| Koshinski Asset Management, Inc. | 2,416 | $929.8K | 0.08% | +1,076+80.3% | Added |
| Abbrea Capital, LLC | 2,415 | $929.0K | 0.14% | −500−17.2% | Reduced |
| 1832 Asset Management L.P. | 2,426 | $925.0K | 0.00% | +2,426 | New |
| Hillsdale Investment Management Inc. | 2,402 | $924.0K | 0.07% | −848−26.1% | 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 |
| Cary Street Partners Asset Management LLC | 2,375 | $914.0K | 0.32% | −2,873−54.7% | Reduced |
| Exane Derivatives | 2,354 | $905.9K | 0.23% | −139−5.6% | Reduced |
| Bessemer Group Inc | 2,351 | $905.0K | 0.00% | +2,251+2,251.0% | Added |
| Reik & Co., LLC | 2,350 | $904.0K | 0.23% | +350+17.5% | Added |
| Brown Advisory Inc | 2,346 | $903.0K | 0.00% | −63−2.6% | Reduced |
| Jennison Associates LLC | 2,337 | $899.0K | 0.00% | −14,030−85.7% | Reduced |