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 |
|---|---|---|---|---|---|
| Cito Capital Group, LLC | 1,000 | $254.0K | 0.11% | +1,000 | New |
| Defender Capital, LLC. | 1,000 | $254.0K | 0.08% | +1,000 | New |
| Forefront Wealth Management Inc. | 1,000 | $254.0K | 0.24% | +1,000 | New |
| IFP Advisors, Inc | 990 | $255.0K | 0.01% | −14,118−93.4% | Reduced |
| Vantage Consulting Group Inc | 1,014 | $258.0K | 0.07% | +465+84.7% | Added |
| Syntax Advisors, LLC | 1,014 | $258.0K | 0.19% | +1,014 | New |
| Cypress Capital Group | 1,021 | $259.0K | 0.03% | −1,010−49.7% | Reduced |
| BDO Wealth Advisors, LLC | 1,020 | $259.0K | 0.03% | +12+1.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,017 | $259.0K | 0.05% | +185+22.2% | Added |
| Arbor Capital Management Inc | 1,025 | $260.0K | 0.18% | +1,025 | New |
| Cohen Lawrence B | 1,025 | $260.0K | 0.10% | +1,025 | New |
| Albion Financial Group | 1,035 | $263.0K | 0.02% | −30−2.8% | Reduced |
| Wintrust Investments LLC | 1,034 | $263.0K | 0.02% | +1,034 | New |
| Private Capital Management LLC | 1,049 | $266.0K | 0.09% | 00.0% | Unchanged |
| Laurion Capital Management LP | 1,048 | $266.0K | 0.00% | +1,048 | New |
| Fayez Sarofim & Co | 1,050 | $267.0K | 0.00% | −750−41.7% | Reduced |
| Ausdal Financial Partners, Inc. | 1,060 | $269.0K | 0.04% | +309+41.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,070 | $272.0K | 0.06% | −145−11.9% | Reduced |
| First Wilshire Securities Management Inc | 1,071 | $272.0K | 0.08% | +1,071 | New |
| Stonebridge Financial Planning Group, LLC | 1,710 | $273.0K | 0.14% | −50−2.8% | Reduced |
| Thompson Davis & Co., Inc. | 1,075 | $273.0K | 0.23% | +1,075 | New |
| Professional Advisory Services Inc | 1,077 | $274.0K | 0.04% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 1,081 | $274.6K | 0.10% | −50−4.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,082 | $275.0K | 0.13% | +64+6.3% | Added |
| Vestmark Advisory Solutions, Inc. | 1,084 | $275.0K | 0.02% | +564+108.5% | Added |
| Winfield Associates, Inc. | 1,085 | $276.0K | 0.09% | −3,725−77.4% | Reduced |
| DRW Securities, LLC | 1,085 | $276.0K | 0.02% | +1,085 | New |
| West Family Investments, Inc. | 1,091 | $277.0K | 0.08% | −107−8.9% | Reduced |
| Convergence Investment Partners, LLC | 1,100 | $279.0K | 0.14% | −402−26.8% | Reduced |
| Aviance Capital Partners, LLC | 1,100 | $279.0K | 0.05% | −45−3.9% | Reduced |
| Cannell Peter B & Co Inc | 1,100 | $279.0K | 0.01% | 00.0% | Unchanged |
| Wright Investors Service Inc | 1,101 | $280.0K | 0.07% | +11+1.0% | Added |
| Signet Financial Management, LLC | 1,101 | $280.0K | 0.04% | +194+21.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,106 | $281.0K | 0.07% | +1,106 | New |
| BOK Financial Private Wealth, Inc. | 1,115 | $283.0K | 0.02% | −62−5.3% | Reduced |
| CPR Investments Inc. | 1,114 | $283.0K | 0.20% | +1,114 | New |
| Parisi Gray Wealth Management | 1,122 | $285.0K | 0.11% | −86−7.1% | Reduced |
| Congress Park Capital LLC | 1,121 | $285.0K | 0.14% | +1,121 | New |
| Richwood Investment Advisors, LLC | 1,121 | $285.0K | 0.25% | +1,121 | New |
| RFG Advisory, LLC | 1,128 | $286.0K | 0.02% | +536+90.5% | Added |
| Resources Investment Advisors, LLC. | 1,135 | $288.0K | 0.01% | −115−9.2% | Reduced |
| Equitable Holdings, Inc. | 1,135 | $288.0K | 0.00% | +487+75.2% | Added |
| Visionary Wealth Advisors | 1,133 | $288.0K | 0.02% | +1,133 | New |
| Main Street Research LLC | 1,140 | $290.0K | 0.02% | −7−0.6% | Reduced |
| Roberts Capital Advisors, LLC | 1,144 | $291.0K | 0.27% | +1,144 | New |
| Coastal Investment Advisors, Inc. | 1,151 | $292.0K | 0.06% | +256+28.6% | Added |
| Grant Street Asset Management, Inc. | 1,150 | $292.0K | 0.15% | +1,150 | New |
| Enterprise Bank & Trust Co | 1,160 | $295.0K | 0.10% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,164 | $295.6K | 0.03% | +82+7.6% | Added |
| Amplius Wealth Advisors, LLC | 1,167 | $296.0K | 0.04% | +1,167 | New |
| Stokes Family Office, LLC | 1,171 | $297.0K | 0.04% | +9+0.8% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $297.6K | 0.05% | 00.0% | Unchanged |
| Capital International Sarl | 1,175 | $298.0K | 0.01% | +1,175 | New |
| Savant Capital, LLC | 1,174 | $298.0K | 0.01% | +1,174 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,176 | $299.0K | 0.05% | −2,161−64.8% | Reduced |
| Humankind Investments LLC | 1,178 | $299.0K | 0.12% | +438+59.2% | Added |
| CFS Investment Advisory Services, LLC | 1,774 | $300.0K | 0.04% | +431+32.1% | Added |
| Brinker Capital Investments, LLC | 1,180 | $300.0K | 0.00% | +1,180 | New |
| Clear Harbor Asset Management, LLC | 1,185 | $301.0K | 0.03% | +25+2.2% | Added |
| Allworth Financial LP | 1,205 | $306.0K | 0.00% | −187−13.4% | Reduced |
| Western Wealth Management, LLC | 1,196 | $306.0K | 0.03% | +1,196 | New |
| Azimuth Capital Management LLC | 1,208 | $307.0K | 0.01% | +1,208 | New |
| GM Advisory Group, Inc. | 1,213 | $308.0K | 0.03% | −40−3.2% | Reduced |
| Byrne Asset Management LLC | 1,222 | $310.0K | 0.20% | +1,222 | New |
| Exencial Wealth Advisors, LLC | 1,224 | $311.0K | 0.02% | +110+9.9% | Added |
| Silvercrest Asset Management Group LLC | 1,230 | $312.0K | 0.00% | +30+2.5% | Added |
| Evercore Wealth Management, LLC | 1,239 | $315.0K | 0.01% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,240 | $315.0K | 0.02% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 1,245 | $316.0K | 0.01% | +575+85.8% | Added |
| Simplex Trading, LLC | 1,250 | $317.0K | 0.01% | −25,831−95.4% | Reduced |
| Sargent Investment Group, LLC | 1,250 | $317.0K | 0.07% | −20−1.6% | Reduced |
| Marino, Stram & Associates LLC | 1,249 | $317.0K | 0.10% | +38+3.1% | Added |
| Estabrook Capital Management | 1,250 | $317.5K | 0.05% | +1,250 | New |
| Mutual Advisors, LLC | 1,269 | $322.0K | 0.02% | −3,243−71.9% | Reduced |
| Dynamic Advisor Solutions LLC | 1,266 | $322.0K | 0.02% | −246−16.3% | Reduced |
| Essex Private Wealth Management, LLC | 1,267 | $322.0K | 0.27% | −1−0.1% | Reduced |
| Roman Butler Fullerton & Co | 1,270 | $323.0K | 0.14% | −100−7.3% | Reduced |
| Guardian Wealth Advisors, LLC | 1,270 | $323.0K | 0.14% | +1,270 | New |
| Brookstone Capital Management | 1,545 | $330.0K | 0.01% | −5,145−76.9% | Reduced |
| Merit Financial Group, LLC | 1,300 | $330.0K | 0.03% | +170+15.0% | Added |
| Alethea Capital Management, LLC | 1,317 | $334.0K | 0.29% | +1,317 | New |
| Forum Financial Management, LP | 1,316 | $334.0K | 0.02% | +1,316 | New |
| Summit Trail Advisors, LLC | 1,324 | $336.0K | 0.02% | +138+11.6% | Added |
| Ritholtz Wealth Management | 1,335 | $339.0K | 0.02% | −61−4.4% | Reduced |
| Crescent Capital Consulting, LLC | 1,335 | $339.0K | 0.06% | +200+17.6% | Added |
| Boston Private Wealth LLC | 1,337 | $340.0K | 0.01% | +59+4.6% | Added |
| Virtus ETF Advisers LLC | 1,342 | $341.0K | 0.13% | −866−39.2% | Reduced |
| Marcum Wealth, LLC | 1,344 | $341.0K | 0.05% | +37+2.8% | Added |
| First Business Financial Services, Inc. | 1,341 | $341.0K | 0.04% | +341+34.1% | Added |
| Vigilare Wealth Management | 1,360 | $345.0K | 0.20% | +1,360 | New |
| NorthRock Partners, LLC | 1,373 | $349.0K | 0.03% | +455+49.6% | Added |
| Intrust Bank NA | 1,390 | $353.0K | 0.04% | +1,390 | New |
| Zullo Investment Group, Inc. | 1,394 | $354.0K | 0.18% | +1,394 | New |
| Perigon Wealth Management, LLC | 1,417 | $360.0K | 0.03% | +58+4.3% | Added |
| NCM Capital Management, LLC | 1,419 | $360.0K | 0.32% | +1,419 | New |
| Fountainhead AM, LLC | 1,421 | $361.0K | 0.16% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,166 | $363.0K | 0.15% | −14,131−86.7% | Reduced |
| Valeo Financial Advisors, LLC | 1,437 | $365.0K | 0.02% | +110+8.3% | Added |
| Accuvest Global Advisors | 1,437 | $365.0K | 0.16% | +1,437 | New |
| SevenBridge Financial Group, LLC | 1,445 | $367.0K | 0.11% | −1,519−51.2% | Reduced |