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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, 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
Matrix Private Capital Group LLC0$00.00%−565−100.0%Sold out
Smith, Moore & Co.0$00.00%−560−100.0%Sold out
WSFS Capital Management, LLC0$00.00%−556−100.0%Sold out
Frank, Rimerman Advisors LLC0$00.00%−556−100.0%Sold out
Twin Focus Capital Partners, LLC0$00.00%−552−100.0%Sold out
Rossmore Private Capital0$00.00%−550−100.0%Sold out
Foster Group, Inc.0$00.00%−549−100.0%Sold out
EWG Elevate Inc.0$00.00%−537−100.0%Sold out
Octavia Wealth Advisors, LLC0$00.00%−540−100.0%Sold out
Hyman Charles D0$00.00%−535−100.0%Sold out
Private Advisory Group LLC0$00.00%−532−100.0%Sold out
SP Asset Management0$00.00%−600−100.0%Sold out
Heron Bay Capital Management0$00.00%−533−100.0%Sold out
Nicholas Hoffman & Company, LLC.0$00.00%−525−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−400−100.0%Sold out
Global Trust Asset Management, LLC0$00.00%−370−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−347−100.0%Sold out
Stelac Advisory Services LLC0$00.00%−343−100.0%Sold out
CWA Asset Management Group, LLC0$00.00%−272−100.0%Sold out
Old Second National Bank of Aurora0$00.00%−225−100.0%Sold out
Tucker Asset Management LLC0$00.00%−242−100.0%Sold out
Consolidated Planning Corp0$00.00%−185−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−168−100.0%Sold out
Holloway Wealth Management, LLC0$00.00%–Sold out
US Asset Management LLC0$00.00%−150−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−149−100.0%Sold out
Herold Advisors, Inc.0$00.00%−150−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−143−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−130−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−128−100.0%Sold out
Capula Management Ltd0$00.00%−112−100.0%Sold out
Guidance Point Advisors, LLC0$00.00%−104−100.0%Sold out
Capital Analysts, LLC0$00.00%−100−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−80−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−78−100.0%Sold out
Resolute Partners Group0$00.00%−69−100.0%Sold out
Syverson Strege & Co0$00.00%−56−100.0%Sold out
Institutional & Family Asset Management, LLC0$00.00%−41−100.0%Sold out
Close Asset Management Ltd0$00.00%−36−100.0%Sold out
Better Money Decisions, LLC0$00.00%−25−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−22−100.0%Sold out
RPG Investment Advisory, LLC0$00.00%−20−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−19−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−13−100.0%Sold out
MCF Advisors LLC0$00.00%−12−100.0%Sold out
CX Institutional0$00.00%−13−100.0%Sold out
Cordant, Inc.0$00.00%−3−100.0%Sold out
Professional Planning––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Marshall Wace North America L.P.––––Not filed
World Asset Management Inc––––Not filed
Mid Atlantic Financial Management Inc––––Not filed
HighPoint Advisor Group LLC––––Not filed
Eudaimonia Partners, LLC––––Not filed
Harbor Financial Services, LLC––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Ameritas Investment Company, LLC––––Not filed
Berman Capital Advisors, LLC––––Not filed
BBVA USA––––Not filed
Granite Investment Advisors, LLC––––Not filed
Rinet Co LLC––––Not filed
Farr Miller & Washington LLC––––Not filed
First Mercantile Trust Co––––Not filed
Spotlight Asset Group, Inc.––––Not filed
Sonora Investment Management, LLC––––Not filed
Wealth Quarterback LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
Psagot Investment House Ltd.––––Not filed