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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.

Institutional holdersQ3 2021: 1,146 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 785 institutions
Value heldQ3 2021: $93.6B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026785$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q2 2021.

Institutions holding MRNA in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Apollon Wealth Management, LLC1,413$544.0K0.07%+228+19.2%Added
Ritholtz Wealth Management1,396$537.0K0.04%+1,396New
Allworth Financial LP1,392$536.0K0.01%+96+7.4%Added
Regent Peak Wealth Advisors LLC1,387$534.0K0.15%+252+22.2%Added
First Command Bank1,385$533.0K0.09%00.0%Unchanged
First Command Financial Services, Inc.1,385$533.0K0.09%00.0%Unchanged
Founders Financial Alliance, LLC1,386$533.0K0.25%+70+5.3%Added
Van Hulzen Asset Management, LLC1,369$527.0K0.08%+1,369New
Perigon Wealth Management, LLC1,359$523.0K0.05%+204+17.7%Added
Hunter Perkins Capital Management, LLC1,350$520.0K0.11%−150−10.0%Reduced
Cadinha & Co LLC1,350$520.0K0.07%+1,350New
CFS Investment Advisory Services, LLC1,343$517.0K0.07%+1,343New
Valeo Financial Advisors, LLC1,327$511.0K0.03%+51+4.0%Added
Joel Isaacson & Co., LLC1,322$509.0K0.04%+1,322New
DCM Advisors, LLC1,315$506.0K0.19%−10−0.8%Reduced
Marcum Wealth, LLC1,307$503.0K0.08%+307+30.7%Added
Perennial Investment Advisors, LLC1,301$499.0K0.18%+167+14.7%Added
Boenning & Scattergood, Inc.1,280$492.0K0.09%00.0%Unchanged
Boston Private Wealth LLC1,278$492.0K0.01%+189+17.4%Added
Sargent Investment Group, LLC1,270$489.0K0.12%−80−5.9%Reduced
Menard Financial Group LLC1,271$489.0K0.43%+1,271New
Essex Private Wealth Management, LLC1,268$488.0K0.44%+49+4.0%Added
Sandy Spring Bank1,257$484.0K0.03%+20+1.6%Added
GM Advisory Group, Inc.1,253$482.0K0.05%00.0%Unchanged
Resources Investment Advisors, LLC.1,250$481.0K0.02%−1,267−50.3%Reduced
McKinley Carter Wealth Services, Inc.1,240$477.0K0.04%−750−37.7%Reduced
Evercore Wealth Management, LLC1,239$477.0K0.01%+4+0.3%Added
Berman Capital Advisors, LLC1,241$477.0K0.08%+391+46.0%Added
Centiva Capital, LP1,229$473.0K0.04%+1,229New
Colony Group LLC1,225$471.0K0.01%−1,510−55.2%Reduced
High Falls Advisors, Inc1,225$471.0K0.13%00.0%Unchanged
Smith Group Asset Management, LLC1,220$470.0K0.02%+1,220New
GPS Wealth Strategies Group, LLC1,215$468.0K0.12%−14−1.1%Reduced
Cozad Asset Management Inc1,215$468.0K0.07%+120+11.0%Added
Marino, Stram & Associates LLC1,211$466.0K0.16%+1,211New
Maven Securities LTD1,201$465.0K0.05%−3,299−73.3%Reduced
Silvercrest Asset Management Group LLC1,200$462.0K0.00%00.0%Unchanged
Spirit of America Management Corp1,200$462.0K0.10%+700+140.0%Added
West Family Investments, Inc.1,198$461.0K0.12%+68+6.0%Added
Telos Capital Management, Inc.1,196$460.0K0.06%+177+17.4%Added
Roman Butler Fullerton & Co1,370$459.0K0.21%−100−6.8%Reduced
Cim Investment Mangement Inc1,187$457.0K0.14%+1,187New
Summit Trail Advisors, LLC1,186$456.0K0.03%+1,186New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,181$455.0K0.03%−11−0.9%Reduced
KMG Fiduciary Partners, LLC1,183$455.0K0.08%+1,183New
BOK Financial Private Wealth, Inc.1,177$453.0K0.04%+1,177New
Stokes Family Office, LLC1,162$447.0K0.06%+88+8.2%Added
Clear Harbor Asset Management, LLC1,160$446.0K0.05%−30−2.5%Reduced
Enterprise Bank & Trust Co1,160$446.0K0.18%00.0%Unchanged
Aviance Capital Partners, LLC1,145$441.0K0.08%+145+14.5%Added
Main Street Research LLC1,147$441.0K0.04%+1,147New
Founders Financial Securities LLC1,143$440.0K0.09%−607−34.7%Reduced
Crescent Capital Consulting, LLC1,135$436.0K0.08%−580−33.8%Reduced
BBVA USA1,132$436.0K0.03%−1,099−49.3%Reduced
Old Mission Investment Co LLC1,131$435.3K0.18%00.0%Unchanged
Merit Financial Group, LLC1,130$435.0K0.05%+185+19.6%Added
Meritage Portfolio Management1,123$432.0K0.03%−23−2.0%Reduced
Exencial Wealth Advisors, LLC1,114$429.0K0.02%+1,114New
Blueshift Asset Management, LLC1,100$423.0K0.02%−28,332−96.3%Reduced
Cannell Peter B & Co Inc1,100$423.0K0.01%00.0%Unchanged
TriaGen Wealth Management LLC1,097$422.0K0.23%+2+0.2%Added
Hoylecohen, LLC1,094$421.0K0.04%−110−9.1%Reduced
Wright Investors Service Inc1,090$419.0K0.12%+1,090New
PGGM Investments1,086$418.0K0.00%+1,086New
StoneX Group Inc.1,082$416.0K0.06%−206−16.0%Reduced
Professional Advisory Services Inc1,077$414.0K0.06%00.0%Unchanged
Kemnay Advisory Services Inc.1,077$414.0K0.05%+1,077New
Benedetti & Gucer, Inc.1,077$414.0K0.31%+1,077New
Pinnacle Family Advisors, LLC1,073$413.0K0.18%+1,073New
Parisi Gray Wealth Management1,208$412.0K0.17%+1,170+3,078.9%Added
Albion Financial Group1,065$410.0K0.04%−25−2.3%Reduced
Proequities, Inc.1,059$408.0K0.02%−233−18.0%Reduced
Frisch Financial Group, Inc.1,060$408.0K0.14%+1,060New
Whittier Trust Co1,058$407.0K0.01%+600+131.0%Added
Bank Hapoalim BM1,053$405.0K0.04%−108−9.3%Reduced
Apriem Advisors1,051$404.0K0.06%−965−47.9%Reduced
Private Capital Management LLC1,049$404.0K0.17%00.0%Unchanged
First Foundation Advisors1,051$404.0K0.02%+1,051New
QVR LLC1,041$401.0K0.82%+1,041New
IPG Investment Advisors LLC1,039$399.9K0.13%+1,039New
Johnson Midwest Financial, LLC1,037$399.0K0.33%+1,037New
NorthRock Partners, LLC918$396.0K0.03%+918New
Granite Investment Advisors, LLC1,021$393.0K0.06%+1,021New
Newbridge Financial Services Group, Inc.1,018$392.0K0.25%+572+128.3%Added
BDO Wealth Advisors, LLC1,008$388.0K0.04%+33+3.4%Added
Heritage Wealth Advisors1,002$385.6K0.02%00.0%Unchanged
Longitude (Cayman) Ltd.1,000$385.0K0.30%−5,000−83.3%Reduced
Campbell & CO Investment Adviser LLC1,000$385.0K0.13%−300−23.1%Reduced
Capital Planning LLC1,000$385.0K0.16%00.0%Unchanged
One Day In July LLC1,000$385.0K0.09%00.0%Unchanged
First Business Financial Services, Inc.1,000$385.0K0.04%+1,000New
Proficio Capital Partners LLC992$382.0K0.05%−105−9.6%Reduced
Maj Invest Holding A/S990$381.0K0.01%−410−29.3%Reduced
Invst, LLC984$379.0K0.06%+75+8.3%Added
Clear Creek Financial Management, LLC976$376.0K0.06%+976New
Sax Wealth Advisors, LLC972$374.0K0.09%00.0%Unchanged
Onyx Bridge Wealth Group LLC1,115$373.0K0.14%+86+8.4%Added
Optas, LLC970$373.0K0.11%−104−9.7%Reduced
Childress Capital Advisors, LLC954$372.0K0.15%+61+6.8%Added
Joseph P. Lucia & Associates, LLC953$367.0K0.22%−80−7.7%Reduced