Moderna, Inc.

MRNA

Exchange: Nasdaq
Industry: Biological Products, (No Diagnostic Substances)
SEC CIK: 0001682852

SEC filings (opens in a new tab)

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, Q4 2021

Institutional positions in Moderna, Inc. as of Dec 31, 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: 1,112; −13 vs. Q3 2021
Shares held: 246.7M; +3.60M (+1.5%) vs. Q3 2021
Total value: $62.6B; −$30.9B (−33.1%) vs. Q3 2021
New holders: 222; 403 more added
Sold out: 235; 380 more reduced

21 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 1,112 institutions

Value heldQ4 2021: $62.6B

Institutions holding MRNA and their total value by quarter
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, Q4 2021

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q3 2021.

Institutions holding MRNA in Q4 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Moisand Fitzgerald Tamayo, LLC	1	$0	0.00%	−2−66.7%	Reduced
Column Capital Advisors, LLC	1	$0	0.00%	+1	New
JNBA Financial Advisors	1	$0	0.00%	+1	New
Curi Capital	2	$0	0.00%	+2	New
WestEnd Advisors, LLC	3	$761	0.00%	–	–
Cranbrook Wealth Management, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	4	$1.00K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	5	$1.00K	0.00%	+5	New
TAP Consulting, LLC	4	$1.00K	0.00%	+4	New
Future Financial Wealth Managment LLC	5	$1.00K	0.00%	+5	New
Beaird Harris Wealth Management, LLC	5	$1.00K	0.00%	+5	New
Tilia Fiduciary Partners, Inc.	4	$1.00K	0.00%	+4	New
James Reed Financial Services, Inc.	6	$1.00K	0.00%	+6	New
Raleigh Capital Management Inc.	2	$1.00K	0.00%	+2	New
Focused Wealth Management, Inc	7	$2.00K	0.00%	−93−93.0%	Reduced
Macroview Investment Management LLC	7	$2.00K	0.00%	−24−77.4%	Reduced
Hexagon Capital Partners LLC	9	$2.00K	0.00%	00.0%	Unchanged
Newton One Investments LLC	9	$2.00K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	8	$2.00K	0.00%	00.0%	Unchanged
Lenox Wealth Advisors, LLC	9	$2.00K	0.00%	+5+125.0%	Added
Schubert & Co	6	$2.00K	0.00%	+6	New
Andrew Hill Investment Advisors, Inc.	11	$2.00K	0.00%	+11	New
Comprehensive Financial Consultants Institutional, Inc.	15	$2.00K	0.00%	+15	New
Hanson & Doremus Investment Management	13	$3.00K	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	15	$3.00K	0.00%	00.0%	Unchanged
RWM Asset Management, LLC	10	$3.00K	0.00%	00.0%	Unchanged
First Personal Financial Services	13	$3.00K	0.00%	+13	New
Ford Financial Group, LLC	13	$3.00K	0.00%	+13	New
Core Alternative Capital	14	$4.00K	0.00%	+14	New
Financial Connections Group, Inc.	16	$4.00K	0.00%	+16	New
Prestige Wealth Management Group LLC	18	$5.00K	0.00%	−86−82.7%	Reduced
Smithfield Trust Co	20	$5.00K	0.00%	−53−72.6%	Reduced
Mizuho Securities Co. Ltd.	20	$5.00K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	21	$5.00K	0.00%	+15+250.0%	Added
Interactive Financial Advisors	20	$5.00K	0.00%	+20	New
Core Wealth Advisors, Inc.	19	$5.00K	0.00%	+19	New
PFS Partners, LLC	20	$5.08K	0.00%	+20	New
NVWM, LLC	23	$6.00K	0.00%	−4,032−99.4%	Reduced
Mark Sheptoff Financial Planning, LLC	25	$6.00K	0.00%	−125−83.3%	Reduced
Strategic Asset Management, LLC	25	$6.00K	0.01%	−20−44.4%	Reduced
City Holding Co	40	$6.00K	0.00%	+10+33.3%	Added
BerganKDV Wealth Management, LLC	24	$6.00K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	24	$6.00K	0.00%	00.0%	Unchanged
Ahl Investment Management, Inc.	25	$6.00K	0.01%	+25	New
Rise Advisors, LLC	27	$6.86K	0.01%	+27	New
Fortis Advisors, LLC	28	$7.00K	0.00%	00.0%	Unchanged
Dixon Hughes Goodman Wealth Advisors LLC	26	$7.00K	0.00%	+26	New
Sandy Cove Advisors, LLC	28	$7.00K	0.01%	+28	New
Sutton Wealth Advisors Inc.	29	$7.37K	0.00%	−31−51.7%	Reduced
Massmutual Trust Co FSB	31	$8.00K	0.00%	−110−78.0%	Reduced
Creative Financial Designs Inc	33	$8.00K	0.00%	00.0%	Unchanged
Rock Creek Group, LP	31	$8.00K	0.00%	+8+34.8%	Added
Evermay Wealth Management LLC	30	$8.00K	0.00%	+30	New
Washington Trust Advisors, Inc.	35	$9.00K	0.00%	+35	New
TD Private Client Wealth LLC	37	$9.40K	0.00%	−322−89.7%	Reduced
Tarbox Family Office, Inc.	43	$11.0K	0.00%	−121−73.8%	Reduced
Burleson & Company, LLC	45	$11.0K	0.00%	00.0%	Unchanged
Gemmer Asset Management LLC	43	$11.0K	0.00%	+14+48.3%	Added
Raffa Wealth Management, LLC	44	$11.2K	0.00%	+2+4.8%	Added
Glen Eagle Advisors, LLC	46	$11.7K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	46	$12.0K	0.01%	−106−69.7%	Reduced
Charter Oak Capital Management, LLC	46	$12.0K	0.00%	+8+21.1%	Added
Gs Investments, Inc.	48	$12.0K	0.01%	+48	New
Plante Moran Financial Advisors, LLC	50	$13.0K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	50	$13.0K	0.01%	00.0%	Unchanged
Graves-Light Private Wealth Management, Inc.	50	$13.0K	0.00%	+50	New
Simon Quick Advisors, LLC	56	$14.0K	0.00%	−34−37.8%	Reduced
Farmers & Merchants Investments Inc	56	$14.0K	0.00%	−18−24.3%	Reduced
FourThought Financial, LLC	61	$15.0K	0.00%	+61	New
Operose Advisors LLC	60	$15.0K	0.01%	+60	New
Corbenic Partners LLC	64	$16.0K	0.00%	00.0%	Unchanged
Caldwell Trust Co	65	$16.5K	0.00%	00.0%	Unchanged
Costello Asset Management, INC	65	$17.0K	0.01%	−120−64.9%	Reduced
Westside Investment Management, Inc.	70	$17.0K	0.00%	00.0%	Unchanged
Rockbridge Investment Management, LCC	65	$17.0K	0.00%	+45+225.0%	Added
Atticus Wealth Management, LLC	70	$18.0K	0.01%	−258−78.7%	Reduced
Advanced Research Investment Solutions, LLC	75	$19.0K	0.01%	+75	New
Covington Capital Management	78	$20.0K	0.00%	−125−61.6%	Reduced
Private Ocean, LLC	77	$20.0K	0.00%	+37+92.5%	Added
EverSource Wealth Advisors, LLC	78	$20.0K	0.01%	+78	New
Brewin Dolphin Wealth Management Ltd	84	$21.0K	0.00%	−170−66.9%	Reduced
MV Capital Management, Inc.	82	$21.0K	0.00%	00.0%	Unchanged
PYA Waltman Capital, LLC	81	$21.0K	0.01%	+81	New
Northern Oak Wealth Management Inc	85	$22.0K	0.00%	−585−87.3%	Reduced
TFC Financial Management	92	$23.0K	0.01%	−100−52.1%	Reduced
Emfo, LLC	100	$25.0K	0.02%	−650−86.7%	Reduced
Bell Investment Advisors, Inc	97	$25.0K	0.01%	−23−19.2%	Reduced
Delta Asset Management LLC	100	$25.0K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	100	$25.0K	0.01%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	100	$25.0K	0.01%	00.0%	Unchanged
CNB Bank	100	$25.0K	0.01%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	100	$25.0K	0.01%	00.0%	Unchanged
Field & Main Bank	100	$25.0K	0.01%	+100	New
Standard Family Office LLC	100	$25.0K	0.22%	+100	New
Confluence Wealth Services, Inc.	100	$25.0K	0.01%	+100	New
American Research & Management Co.	104	$26.0K	0.01%	00.0%	Unchanged
West Branch Capital LLC	101	$26.0K	0.01%	00.0%	Unchanged
Reilly Financial Advisors, LLC	102	$26.0K	0.00%	+102	New
Bellwether Advisors, LLC	110	$27.0K	0.01%	−2,813−96.2%	Reduced
Carmichael Hill & Associates, Inc.	106	$27.0K	0.01%	−13−10.9%	Reduced