Skip to main content
Livermore
Livermore
ZHEN

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, 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
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 heldQ4 2021: $62.6B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Joel Isaacson & Co., LLC0$00.00%−1,322−100.0%Sold out
DCM Advisors, LLC0$00.00%−1,315−100.0%Sold out
Menard Financial Group LLC0$00.00%−1,271−100.0%Sold out
Centiva Capital, LP0$00.00%−1,229−100.0%Sold out
High Falls Advisors, Inc0$00.00%−1,225−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−1,181−100.0%Sold out
KMG Fiduciary Partners, LLC0$00.00%−1,183−100.0%Sold out
Founders Financial Securities LLC0$00.00%−1,143−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−1,100−100.0%Sold out
TriaGen Wealth Management LLC0$00.00%−1,097−100.0%Sold out
Kemnay Advisory Services Inc.0$00.00%−1,077−100.0%Sold out
Benedetti & Gucer, Inc.0$00.00%−1,077−100.0%Sold out
Pinnacle Family Advisors, LLC0$00.00%−1,073−100.0%Sold out
First Foundation Advisors0$00.00%−1,051−100.0%Sold out
Apriem Advisors0$00.00%−1,051−100.0%Sold out
QVR LLC0$00.00%−1,041−100.0%Sold out
Johnson Midwest Financial, LLC0$00.00%−1,037−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−1,000−100.0%Sold out
Longitude (Cayman) Ltd.0$00.00%−1,000−100.0%Sold out
Invst, LLC0$00.00%−984−100.0%Sold out
Clear Creek Financial Management, LLC0$00.00%−976−100.0%Sold out
Optas, LLC0$00.00%−970−100.0%Sold out
Burney Co0$00.00%−951−100.0%Sold out
Carnegie Capital Asset Management, LLC0$00.00%−950−100.0%Sold out
Monetary Management Group Inc0$00.00%−918−100.0%Sold out
Quantamental Technologies LLC0$00.00%−912−100.0%Sold out
Crescent Grove Advisors, LLC0$00.00%−902−100.0%Sold out
Caas Capital Management LP0$00.00%−891−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−880−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−865−100.0%Sold out
Access Financial Services, Inc.0$00.00%−820−100.0%Sold out
Freestone Capital Holdings, LLC0$00.00%−2,109−100.0%Sold out
Hamel Associates, Inc.0$00.00%−810−100.0%Sold out
Moody Lynn & Lieberson, LLC0$00.00%−800−100.0%Sold out
South Shore Capital Advisors0$00.00%−800−100.0%Sold out
Clark Capital Management Group, Inc.0$00.00%−777−100.0%Sold out
American Money Management, LLC0$00.00%−771−100.0%Sold out
Heron Financial Group, LLC0$00.00%−767−100.0%Sold out
Adviser Investments LLC0$00.00%−758−100.0%Sold out
Girard Partners Ltd.0$00.00%−755−100.0%Sold out
Jacobs & Co0$00.00%−745−100.0%Sold out
Bailard, Inc.0$00.00%−738−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−739−100.0%Sold out
Apexium Financial, LP0$00.00%−732−100.0%Sold out
Alliance Wealth Management Group0$00.00%−728−100.0%Sold out
Towercrest Capital Management0$00.00%−728−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−727−100.0%Sold out
Minot Wealth Management LLC0$00.00%−720−100.0%Sold out
Wimmer Associates 1, LLC0$00.00%−715−100.0%Sold out
Winthrop Advisory Group LLC0$00.00%−705−100.0%Sold out
Front Barnett Associates LLC0$00.00%−700−100.0%Sold out
Mitchell Capital Management Co0$00.00%−700−100.0%Sold out
Gilman Hill Asset Management, LLC0$00.00%−700−100.0%Sold out
Dixon Hubard Feinour & Brown Inc0$00.00%−695−100.0%Sold out
Financial Engines Advisors L.L.C.0$00.00%−696−100.0%Sold out
Gradient Capital Advisors, LLC0$00.00%−695−100.0%Sold out
Oxler Private Wealth LLC0$00.00%−695−100.0%Sold out
ARGI Investment Services, LLC0$00.00%−690−100.0%Sold out
Intersect Capital LLC0$00.00%−687−100.0%Sold out
Benchmark Financial Wealth Advisors, LLC0$00.00%−672−100.0%Sold out
Valmark Advisers, Inc.0$00.00%−666−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−660−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−657−100.0%Sold out
Alpha Omega Group, Inc.0$00.00%−654−100.0%Sold out
Boston Financial Mangement LLC0$00.00%−650−100.0%Sold out
McCollum Christoferson Group LLC0$00.00%−650−100.0%Sold out
We Are One Seven, LLC0$00.00%−724−100.0%Sold out
Keudell/Morrison Wealth Management0$00.00%−650−100.0%Sold out
IAM Advisory, LLC0$00.00%−821−100.0%Sold out
Bradley Foster & Sargent Inc0$00.00%−635−100.0%Sold out
King Wealth0$00.00%−635−100.0%Sold out
Nwam LLC0$00.00%−635−100.0%Sold out
Sound View Wealth Advisors Group, LLC0$00.00%−631−100.0%Sold out
TRUE Private Wealth Advisors0$00.00%−631−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−625−100.0%Sold out
Procyon Private Wealth Partners, LLC0$00.00%−625−100.0%Sold out
Fort Sheridan Advisors LLC0$00.00%−623−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−618−100.0%Sold out
SMI Advisory Services, LLC0$00.00%−614−100.0%Sold out
Weaver Consulting Group0$00.00%−614−100.0%Sold out
Bank of the West0$00.00%−599−100.0%Sold out
Gamble Jones Investment Counsel0$00.00%−600−100.0%Sold out
Grassi Investment Management0$00.00%−600−100.0%Sold out
Westhampton Capital, LLC0$00.00%−600−100.0%Sold out
Pettinga Financial Advisors, LLC0$00.00%−600−100.0%Sold out
Marotta Asset Management0$00.00%−598−100.0%Sold out
Sanford Advisory Services, LLC0$00.00%−596−100.0%Sold out
Sustainable Insight Capital Management, LLC0$00.00%−589−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−587−100.0%Sold out
Fort Point Capital Partners LLC0$00.00%−585−100.0%Sold out
Executive Wealth Management, LLC0$00.00%−581−100.0%Sold out
Gofen & Glossberg LLC0$00.00%−576−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−578−100.0%Sold out
Rainey & Randall Investment Management Inc.0$00.00%−578−100.0%Sold out
Choice Wealth Advisors, LLC0$00.00%−575−100.0%Sold out
Grimes & Company, Inc.0$00.00%−572−100.0%Sold out
Iron Financial, LLC0$00.00%−571−100.0%Sold out
Beacon Financial Advisory LLC0$00.00%−568−100.0%Sold out
MJP Associates Inc0$00.00%−566−100.0%Sold out
Keel Point, LLC0$00.00%−565−100.0%Sold out