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; 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 105 | $27.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 108 | $27.0K | 0.02% | +72+200.0% | Added |
| Fieldpoint Private Securities, LLC | 105 | $27.0K | 0.01% | +85+425.0% | Added |
| Gradient Investments LLC | 105 | $27.0K | 0.00% | +100+2,000.0% | Added |
| Insight Financial Services | 110 | $27.0K | 0.02% | +110 | New |
| Lake Point Wealth Management | 105 | $27.0K | 0.01% | +105 | New |
| Accel Wealth Management | 110 | $28.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 111 | $28.0K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 110 | $28.0K | 0.01% | +110 | New |
| Parkside Financial Bank & Trust | 113 | $29.0K | 0.01% | −152−57.4% | Reduced |
| Bivin & Associates, Inc. | 116 | $29.0K | 0.03% | +116 | New |
| FinTrust Capital Advisors, LLC | 127 | $32.0K | 0.01% | −184−59.2% | Reduced |
| Community Bank, N.A. | 125 | $32.0K | 0.00% | −75−37.5% | Reduced |
| North Star Investment Management Corp. | 125 | $32.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 125 | $32.0K | 0.02% | −1−0.8% | Reduced |
| Johnson Financial Group, Inc. | 126 | $32.0K | 0.00% | +126 | New |
| Outfitter Financial LLC | 125 | $32.0K | 0.02% | +125 | New |
| High Net Worth Advisory Group LLC | 126 | $32.0K | 0.01% | +126 | New |
| American National Bank | 130 | $33.0K | 0.01% | +109+519.0% | Added |
| First Horizon Advisors, Inc. | 140 | $34.0K | 0.00% | +14+11.1% | Added |
| Evoke Wealth, LLC | 137 | $35.0K | 0.00% | +36+35.6% | Added |
| Hudock, Inc. | 151 | $38.0K | 0.01% | −17−10.1% | Reduced |
| Bogart Wealth, LLC | 150 | $38.0K | 0.00% | −5−3.2% | Reduced |
| South State Corp. | 150 | $38.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 150 | $38.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 150 | $38.0K | 0.02% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 150 | $38.0K | 0.03% | +150 | New |
| Key Financial Inc | 150 | $38.0K | 0.02% | +150 | New |
| City State Bank | 150 | $38.0K | 0.02% | +150 | New |
| Tradewinds Capital Management, LLC | 153 | $39.0K | 0.01% | −23−13.1% | Reduced |
| Navigation Wealth Management, Inc. | 154 | $39.0K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 155 | $39.0K | 0.02% | +155 | New |
| Benjamin F. Edwards & Company, Inc. | 157 | $40.0K | 0.00% | −6,541−97.7% | Reduced |
| Stonebridge Capital Advisors LLC | 158 | $40.0K | 0.00% | +1+0.6% | Added |
| TSFG, LLC | 162 | $41.0K | 0.01% | −178−52.4% | Reduced |
| Earnest Partners LLC | 161 | $41.0K | 0.00% | +43+36.4% | Added |
| Lowe Wealth Advisors, LLC | 163 | $41.0K | 0.02% | +163 | New |
| Trustcore Financial Services, LLC | 165 | $42.0K | 0.00% | −70−29.8% | Reduced |
| Glassman Wealth Services | 168 | $43.0K | 0.01% | −192−53.3% | Reduced |
| Professional Financial Advisors, LLC | 169 | $43.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 170 | $43.0K | 0.01% | +120+240.0% | Added |
| Addison Advisors LLC | 168 | $43.0K | 0.03% | +168 | New |
| Rosenberg Matthew Hamilton | 175 | $44.0K | 0.02% | +175 | New |
| Larson Financial Group LLC | 181 | $46.0K | 0.01% | +40+28.4% | Added |
| Pittenger & Anderson Inc | 185 | $47.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 188 | $47.7K | 0.02% | −187−49.9% | Reduced |
| Ellis Investment Partners, LLC | 200 | $50.0K | 0.01% | +200 | New |
| Cullen/Frost Bankers, Inc. | 200 | $51.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $51.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $51.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 206 | $52.2K | 0.02% | −50−19.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 210 | $53.0K | 0.03% | +210 | New |
| Investmark Advisory Group LLC | 210 | $53.0K | 0.05% | +210 | New |
| Ancora Advisors, LLC | 220 | $56.0K | 0.00% | +4+1.9% | Added |
| Fortitude Advisory Group L.L.C. | 220 | $56.0K | 0.03% | +220 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 229 | $58.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 227 | $58.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 229 | $58.0K | 0.02% | +117+104.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 228 | $58.0K | 0.05% | +228 | New |
| Global Financial Private Client, LLC | 230 | $58.4K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 238 | $60.0K | 0.03% | −5−2.1% | Reduced |
| Carroll Financial Associates, Inc. | 248 | $61.0K | 0.00% | −1−0.4% | Reduced |
| Valley National Advisers Inc | 241 | $61.0K | 0.01% | +37+18.1% | Added |
| Arrow Financial Corp | 250 | $63.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 250 | $63.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 252 | $64.0K | 0.02% | +252 | New |
| JJJ Advisors Inc. | 258 | $66.0K | 0.02% | +41+18.9% | Added |
| Zions Bancorporation, N.A. | 261 | $66.0K | 0.01% | +55+26.7% | Added |
| Webster Bank, N. A. | 266 | $68.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 266 | $68.0K | 0.05% | +266 | New |
| CVA Family Office, LLC | 285 | $72.0K | 0.02% | +285 | New |
| Center for Financial Planning, Inc. | 288 | $73.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $76.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $76.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 301 | $76.0K | 0.00% | +156+107.6% | Added |
| Ahrens Investment Partners LLC | 298 | $76.0K | 0.03% | +298 | New |
| Concord Wealth Partners | 302 | $77.0K | 0.02% | +230+319.4% | Added |
| Toth Financial Advisory Corp | 310 | $79.0K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 313 | $79.0K | 0.02% | +313 | New |
| SOA Wealth Advisors, LLC. | 328 | $82.0K | 0.02% | −193−37.0% | Reduced |
| Piscataqua Savings Bank | 325 | $83.0K | 0.07% | +50+18.2% | Added |
| Sterling Investment Advisors, Ltd. | 330 | $84.0K | 0.02% | +100+43.5% | Added |
| Baldwin Brothers Inc | 334 | $85.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 335 | $85.0K | 0.01% | +335 | New |
| Activest Wealth Management | 351 | $89.0K | 0.06% | +69+24.5% | Added |
| Kistler-Tiffany Companies, LLC | 353 | $90.0K | 0.02% | +15+4.4% | Added |
| Clearstead Advisors, LLC | 354 | $90.0K | 0.01% | +125+54.6% | Added |
| Tyler-Stone Wealth Management | 360 | $91.0K | 0.05% | +360 | New |
| Covestor Ltd | 363 | $92.0K | 0.13% | +363 | New |
| Islay Capital Management, LLC | 365 | $93.0K | 0.07% | +365 | New |
| CenterStar Asset Management, LLC | – | $95.0K | 0.07% | – | New |
| Versant Capital Management, Inc | 378 | $96.0K | 0.03% | −9−2.3% | Reduced |
| Private Capital Group, LLC | 382 | $97.0K | 0.02% | −21−5.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 385 | $97.8K | 0.05% | +385 | New |
| Sittner & Nelson, LLC | 400 | $102.0K | 0.06% | +50+14.3% | Added |
| AlphaMark Advisors, LLC | 415 | $105.0K | 0.04% | +64+18.2% | Added |
| Country Trust Bank | 418 | $106.0K | 0.00% | −156−27.2% | Reduced |
| Duncker Streett & Co Inc | 420 | $107.0K | 0.02% | −175−29.4% | Reduced |
| PSI Advisors, LLC | 438 | $111.0K | 0.05% | +80+22.3% | Added |
| Manchester Capital Management LLC | 441 | $112.0K | 0.01% | +124+39.1% | Added |