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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 450 | $114.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 466 | $118.0K | 0.07% | +466 | New |
| Huntington National Bank | 472 | $119.0K | 0.00% | +153+48.0% | Added |
| Consultiva Wealth Management, Corp. | 475 | $121.0K | 2.76% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 500 | $126.0K | 0.00% | −200−28.6% | Reduced |
| Archer Investment Corp | 500 | $127.0K | 0.04% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 500 | $127.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $127.0K | 0.01% | +500 | New |
| Ellevest, Inc. | 503 | $128.0K | 0.01% | +482+2,295.2% | Added |
| Umb Bank N A | 531 | $135.0K | 0.00% | +531 | New |
| Masso Torrence Wealth Management Inc. | 550 | $140.0K | 0.10% | +550 | New |
| Sound Income Strategies, LLC | 600 | $152.0K | 0.02% | −45−7.0% | Reduced |
| Canton Hathaway, LLC | 601 | $153.0K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 611 | $155.0K | 0.02% | +203+49.8% | Added |
| JFS Wealth Advisors, LLC | 622 | $158.0K | 0.01% | +15+2.5% | Added |
| Avondale Wealth Management | 660 | $168.0K | 0.17% | +660 | New |
| Cambridge Trust Co | 670 | $170.0K | 0.01% | +125+22.9% | Added |
| Crewe Advisors LLC | 675 | $171.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 676 | $172.0K | 0.01% | −107−13.7% | Reduced |
| Lumina Fund Management LLC | 700 | $178.0K | 0.07% | +700 | New |
| Loomis Sayles & Co L P | 751 | $191.0K | 0.00% | +239+46.7% | Added |
| Asset Dedication, LLC | 758 | $192.0K | 0.02% | −2−0.3% | Reduced |
| Vigilant Capital Management, LLC | 758 | $193.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 762 | $194.0K | 0.04% | +762 | New |
| Ossiam | 769 | $195.0K | 0.01% | −16,566−95.6% | Reduced |
| KRS Capital Management, LLC | 775 | $196.0K | 0.17% | +775 | New |
| Hoey Investments, Inc | 786 | $200.0K | 0.05% | −17,009−95.6% | Reduced |
| Mission Wealth Management, LP | 787 | $200.0K | 0.01% | +95+13.7% | Added |
| QCM Cayman, Ltd. | 793 | $201.0K | 1.22% | +793 | New |
| BSW Wealth Partners | 794 | $202.0K | 0.05% | −55−6.5% | Reduced |
| Ergoteles LLC | 801 | $203.0K | 0.01% | −11,735−93.6% | Reduced |
| Atwood & Palmer Inc | 800 | $203.0K | 0.02% | −50−5.9% | Reduced |
| Jag Capital Management, LLC | 800 | $203.0K | 0.02% | −2−0.2% | Reduced |
| Elk River Wealth Management, LLC | 800 | $203.0K | 0.05% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 800 | $203.0K | 0.11% | +800 | New |
| Lattice Capital Management, LLC | 800 | $203.0K | 0.21% | +800 | New |
| Harvest Investment Services, LLC | 807 | $205.0K | 0.09% | −2,780−77.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 806 | $205.0K | 0.10% | +576+250.4% | Added |
| Lineweaver Wealth Advisors, LLC | 814 | $206.0K | 0.06% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 819 | $208.0K | 0.01% | −42−4.9% | Reduced |
| Latitude Advisors, LLC | 820 | $208.0K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 822 | $209.0K | 0.01% | +108+15.1% | Added |
| Pinnacle Financial Partners Inc | 826 | $210.0K | 0.01% | −833−50.2% | Reduced |
| Periscope Capital Inc. | 826 | $210.0K | 0.01% | +826 | New |
| Rothschild Investment Corp | 830 | $211.0K | 0.02% | +830 | New |
| Waldron Private Wealth LLC | 841 | $213.0K | 0.01% | −79−8.6% | Reduced |
| Royal Capital Wealth Management, LLC | 851 | $216.0K | 0.21% | +851 | New |
| Halbert Hargrove Global Advisors, LLC | 853 | $217.0K | 0.01% | −10−1.2% | Reduced |
| Salem Investment Counselors Inc | 856 | $217.0K | 0.01% | +12+1.4% | Added |
| Csenge Advisory Group | 923 | $217.0K | 0.02% | +103+12.6% | Added |
| Vanguard Capital Wealth Advisors | 860 | $218.0K | 0.16% | +25+3.0% | Added |
| CoreCap Advisors, LLC | 859 | $218.0K | 0.01% | +859 | New |
| Morris Retirement Advisors, LLC | 862 | $219.0K | 0.17% | −1−0.1% | Reduced |
| Kalos Management, Inc. | 927 | $219.0K | 0.06% | +68+7.9% | Added |
| Shulman DeMeo Asset Management LLC | 863 | $219.0K | 0.06% | +863 | New |
| Alps Advisors Inc | 867 | $220.0K | 0.00% | +18+2.1% | Added |
| Comerica Securities,inc. | 886 | $225.0K | 0.01% | +187+26.8% | Added |
| Frisch Financial Group, Inc. | 890 | $226.0K | 0.07% | −170−16.0% | Reduced |
| Raymond James Trust N.A. | 893 | $227.0K | 0.01% | −2,348−72.4% | Reduced |
| IPG Investment Advisors LLC | 890 | $227.0K | 0.04% | −149−14.3% | Reduced |
| Hancock Whitney Investment Services Inc. | 839 | $228.0K | 0.04% | +839 | New |
| Wiley Bros.-Aintree Capital, LLC | 900 | $229.0K | 0.14% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 904 | $230.0K | 0.01% | −50−5.2% | Reduced |
| Sage Mountain Advisors LLC | 910 | $231.0K | 0.03% | +123+15.6% | Added |
| Bank Hapoalim BM | 915 | $232.0K | 0.02% | −138−13.1% | Reduced |
| Warther Private Wealth, LLC | 989 | $232.0K | 0.17% | +51+5.4% | Added |
| Fortis Capital Management LLC | 914 | $232.0K | 0.12% | +284+45.1% | Added |
| State of Wyoming | 917 | $233.0K | 0.11% | −7−0.8% | Reduced |
| Gitterman Wealth Management, LLC | 904 | $234.0K | 0.17% | +124+15.9% | Added |
| Welch Group, LLC | 924 | $235.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 925 | $235.0K | 0.05% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 928 | $236.0K | 0.15% | −25−2.6% | Reduced |
| Regions Financial Corp | 937 | $238.0K | 0.00% | +263+39.0% | Added |
| WNY Asset Management, LLC | 940 | $239.0K | 0.07% | +188+25.0% | Added |
| Hunter Perkins Capital Management, LLC | 950 | $241.0K | 0.05% | −400−29.6% | Reduced |
| Beaton Management Co. Inc. | 950 | $241.0K | 0.14% | +950 | New |
| Davenport & Co LLC | 954 | $242.0K | 0.00% | −1,852−66.0% | Reduced |
| Itau Unibanco Holding S.A. | 960 | $242.0K | 0.01% | +162+20.3% | Added |
| Mayflower Financial Advisors, LLC | 952 | $242.0K | 0.03% | +73+8.3% | Added |
| Abacus Wealth Partners, LLC | 954 | $242.3K | 0.09% | +954 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 957 | $243.0K | 0.07% | +118+14.1% | Added |
| China Universal Asset Management Co., Ltd. | 966 | $245.0K | 0.06% | +966 | New |
| Weik Capital Management | 969 | $246.0K | 0.09% | +969 | New |
| Sax Wealth Advisors, LLC | 972 | $247.0K | 0.05% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 971 | $247.0K | 0.10% | +17+1.8% | Added |
| Resources Management Corp | 977 | $248.0K | 0.03% | +891+1,036.0% | Added |
| Proficio Capital Partners LLC | 979 | $249.0K | 0.03% | −13−1.3% | Reduced |
| Maj Invest Holding A/S | 990 | $252.0K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 1,074 | $252.0K | 0.08% | −41−3.7% | Reduced |
| Dakota Wealth Management | 995 | $253.0K | 0.03% | −15,650−94.0% | Reduced |
| M&G Investment Management Ltd | 996 | $253.0K | 0.00% | −11,556−92.1% | Reduced |
| Capital Investment Advisory Services, LLC | 998 | $253.0K | 0.03% | +275+38.0% | Added |
| Northeast Financial Consultants Inc | 1,000 | $254.0K | 0.02% | −2,400−70.6% | Reduced |
| Spirit of America Management Corp | 1,000 | $254.0K | 0.05% | −200−16.7% | Reduced |
| Telos Capital Management, Inc. | 1,001 | $254.0K | 0.03% | −195−16.3% | Reduced |
| Proequities, Inc. | 1,001 | $254.0K | 0.01% | −58−5.5% | Reduced |
| Heritage Wealth Advisors | 1,002 | $254.0K | 0.01% | 00.0% | Unchanged |
| Capital Planning LLC | 1,000 | $254.0K | 0.09% | 00.0% | Unchanged |
| One Day In July LLC | 1,000 | $254.0K | 0.05% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 1,000 | $254.0K | 0.03% | +1,000 | New |