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 |
|---|---|---|---|---|---|
| Capital International Inc | 2,333 | $898.0K | 0.01% | −388−14.3% | Reduced |
| Continuum Advisory, LLC | 2,328 | $896.0K | 0.24% | +75+3.3% | 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 |
| People's United Financial, Inc. | 2,319 | $892.0K | 0.02% | +195+9.2% | Added |
| Aberdeen Wealth Management LLC | 2,315 | $891.0K | 0.86% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,297 | $884.0K | 0.06% | +1,106+92.9% | Added |
| Cerity Partners LLC | 2,283 | $879.0K | 0.02% | +283+14.1% | Added |
| Fisher Asset Management, LLC | 2,266 | $872.0K | 0.00% | −697−23.5% | Reduced |
| Laidlaw Wealth Management LLC | 2,264 | $871.0K | 0.22% | +113+5.3% | Added |
| Calton & Associates, Inc. | 2,247 | $865.0K | 0.19% | −862−27.7% | Reduced |
| Cooper Financial Group | 2,239 | $862.0K | 0.18% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,208 | $850.0K | 0.37% | −199−8.3% | Reduced |
| Cable Hill Partners, LLC | 2,206 | $849.0K | 0.20% | −200−8.3% | Reduced |
| Pearl River Capital, LLC | 2,200 | $847.0K | 0.23% | +2,200 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,188 | $842.0K | 0.03% | −950−30.3% | Reduced |
| Fulton Bank, N.A. | 2,184 | $840.0K | 0.04% | +2,184 | 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 |
| Arete Wealth Advisors, LLC | 2,183 | $834.0K | 0.09% | +2,183 | New |
| Cohen Klingenstein LLC | 2,125 | $818.0K | 0.04% | +2,125 | New |
| 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 |
| Chicago Capital, LLC | 2,110 | $812.0K | 0.03% | −130−5.8% | Reduced |
| Capital Financial Services, LLC | 2,105 | $810.0K | 0.99% | +2,105 | New |
| Donoghue Forlines LLC | 2,101 | $809.0K | 0.16% | +219+11.6% | Added |
| Camarda Financial Advisors, LLC | 2,078 | $800.0K | 0.54% | +2,078 | New |
| 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 |
| 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 |
| Harvey Capital Management Inc | 2,000 | $769.0K | 0.26% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 1,991 | $766.0K | 0.33% | +925+86.8% | Added |
| RB Capital Management, LLC | 1,965 | $756.0K | 0.28% | +47+2.5% | Added |
| Fulton Breakefield Broenniman LLC | 1,955 | $752.0K | 0.06% | +45+2.4% | Added |
| Laurel Wealth Advisors, Inc. | 1,939 | $746.0K | 0.14% | +12+0.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,930 | $742.8K | 0.89% | +550+39.9% | Added |
| 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 |
| PDT Partners, LLC | 1,910 | $735.0K | 0.05% | +1,910 | New |
| Park Avenue Securities LLC | 1,890 | $727.0K | 0.01% | +757+66.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,886 | $726.0K | 0.02% | −1,308−41.0% | Reduced |
| Engine No. 1 LLC | 1,883 | $725.0K | 0.19% | +910+93.5% | Added |
| Ameritas Investment Company, LLC | 1,878 | $723.0K | 0.03% | +1,306+228.3% | Added |
| Barber Financial Group, Inc. | 1,875 | $722.0K | 0.09% | +1,875 | New |
| Capital International Ltd | 1,874 | $721.0K | 0.04% | −94−4.8% | Reduced |
| Beaumont Financial Partners, LLC | 1,861 | $716.0K | 0.06% | −268−12.6% | Reduced |
| Good Life Advisors, LLC | 1,860 | $716.0K | 0.10% | +1,860 | New |
| Pinnacle Associates Ltd | 1,851 | $712.0K | 0.01% | +120+6.9% | Added |
| Venture Visionary Partners LLC | 1,850 | $711.0K | 0.05% | −1,279−40.9% | Reduced |
| BCJ Capital Management, LLC | 1,845 | $710.0K | 0.07% | +1,845 | New |
| Stonnington Group, LLC | 2,275 | $694.0K | 0.16% | −155−6.4% | Reduced |
| Fayez Sarofim & Co | 1,800 | $693.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,801 | $693.0K | 0.04% | +1,801 | New |
| Ballentine Partners, LLC | 1,795 | $691.0K | 0.02% | +186+11.6% | Added |
| EMC Capital Management | 2,000 | $690.0K | 0.39% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,795 | $690.0K | 0.06% | +502+38.8% | Added |
| Azzad Asset Management Inc | 1,789 | $688.6K | 0.10% | +300+20.1% | Added |
| Rockland Trust Co | 1,786 | $687.0K | 0.05% | +585+48.7% | Added |
| Twin Lakes Capital Management, LLC | 1,772 | $682.0K | 0.40% | −506−22.2% | Reduced |
| Quadrant Capital Group LLC | 1,769 | $681.0K | 0.10% | +299+20.3% | Added |
| Quilter Plc | 1,764 | $679.0K | 0.02% | −1,136−39.2% | Reduced |
| Magnetar Financial LLC | 1,741 | $670.0K | 0.01% | +1,741 | New |
| Orion Portfolio Solutions, LLC | 1,739 | $669.0K | 0.02% | +301+20.9% | Added |
| Verition Fund Management LLC | 1,728 | $665.0K | 0.01% | +793+84.8% | Added |
| Brighton Jones LLC | 1,725 | $664.0K | 0.03% | −60−3.4% | Reduced |
| WESPAC Advisors, LLC | 1,713 | $659.0K | 0.41% | +1,713 | New |
| EP Wealth Advisors, LLC | 1,711 | $658.0K | 0.02% | +60+3.6% | Added |
| Buckingham Strategic Wealth, LLC | 1,707 | $657.0K | 0.01% | −349−17.0% | Reduced |
| Brown Brothers Harriman & Co | 1,707 | $657.0K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,708 | $657.0K | 0.10% | +1,708 | New |
| JGP Global Gestao de Recursos Ltda. | 1,699 | $654.0K | 0.24% | +1,699 | New |
| McGuire Investment Group, LLC | 1,698 | $653.0K | 0.12% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,680 | $647.0K | 0.05% | +1,680 | New |
| Meristem Family Wealth, LLC | 1,662 | $640.0K | 0.06% | +1,662 | New |
| Pinnacle Financial Partners Inc | 1,659 | $638.0K | 0.02% | +983+145.4% | Added |
| HBK Sorce Advisory LLC | 1,621 | $624.0K | 0.03% | −98−5.7% | Reduced |
| Jupiter Wealth Management LLC | 2,721 | $623.0K | 0.29% | −13,933−83.7% | Reduced |
| Castle Rock Wealth Management, LLC | 2,533 | $620.0K | 0.21% | +1,825+257.8% | Added |
| Pacitti Group Inc. | 1,602 | $617.0K | 0.39% | – | – |
| Abbot Financial Management, Inc. | 1,588 | $611.0K | 0.28% | +23+1.5% | Added |
| Stonebridge Financial Planning Group, LLC | 1,760 | $609.0K | 0.30% | −125−6.6% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,560 | $600.0K | 0.04% | +1,560 | New |
| Hellman Jordan Management Co Inc | 1,544 | $594.0K | 0.84% | −1,156−42.8% | Reduced |
| Veriti Management LLC | 1,535 | $591.0K | 0.08% | +1,535 | New |
| Ci Investments Inc. | 1,533 | $590.0K | 0.00% | +1,533 | New |
| Spearhead Capital Advisors, LLC | 1,526 | $587.0K | 0.08% | −57−3.6% | Reduced |
| Personal Capital Advisors Corp | 1,512 | $582.0K | 0.00% | −47−3.0% | Reduced |
| Dynamic Advisor Solutions LLC | 1,512 | $582.0K | 0.04% | +111+7.9% | Added |
| Convergence Investment Partners, LLC | 1,502 | $578.0K | 0.31% | +136+10.0% | Added |
| Carret Asset Management, LLC | 1,500 | $577.0K | 0.07% | 00.0% | Unchanged |
| Amia Capital LLP | 1,500 | $577.0K | 0.13% | +1,500 | New |
| Agf Investments Inc. | 1,492 | $574.0K | 0.00% | −4,352−74.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,462 | $562.0K | 0.07% | +342+30.5% | Added |
| Crestwood Advisors Group LLC | 1,454 | $560.0K | 0.02% | +154+11.8% | Added |
| KCM Investment Advisors LLC | 1,434 | $552.0K | 0.02% | −519−26.6% | Reduced |
| Plotkin Financial Advisors, LLC | 1,425 | $548.4K | 0.33% | +1,425 | New |
| Fountainhead AM, LLC | 1,421 | $547.0K | 0.26% | +1,421 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $545.0K | 0.09% | 00.0% | Unchanged |