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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 1,446 | $367.0K | 0.15% | +60+4.3% | Added |
| Blue Fin Capital, Inc. | 1,446 | $367.0K | 0.10% | +715+97.8% | Added |
| Financial Advocates Investment Management | 1,452 | $369.0K | 0.03% | −6,095−80.8% | Reduced |
| Whittier Trust Co | 1,458 | $370.0K | 0.01% | +400+37.8% | Added |
| Range Financial Group LLC | 1,471 | $374.0K | 0.25% | −2,141−59.3% | Reduced |
| Veriti Management LLC | 1,471 | $374.0K | 0.05% | −64−4.2% | Reduced |
| Hoylecohen, LLC | 1,475 | $375.0K | 0.03% | +381+34.8% | Added |
| Koshinski Asset Management, Inc. | 1,492 | $378.9K | 0.03% | −924−38.2% | Reduced |
| Carret Asset Management, LLC | 1,500 | $381.0K | 0.04% | 00.0% | Unchanged |
| Warberg Asset Management LLC | 1,501 | $381.0K | 0.11% | +1,501 | New |
| Springs Capital (Hong Kong) Ltd | 1,500 | $381.0K | 1.06% | +1,500 | New |
| Triad Financial Advisors, Inc. | 1,500 | $381.0K | 0.23% | +1,500 | New |
| Crestwood Advisors Group LLC | 1,513 | $384.0K | 0.01% | +59+4.1% | Added |
| Orion Portfolio Solutions, LLC | 1,520 | $386.0K | 0.01% | −219−12.6% | Reduced |
| Brewin Dolphin Ltd | 1,533 | $389.0K | 0.02% | −890−36.7% | Reduced |
| Spearhead Capital Advisors, LLC | 1,531 | $389.0K | 0.05% | +5+0.3% | Added |
| Stephens Consulting, LLC | 1,562 | $396.7K | 0.34% | +1,562 | New |
| Stonnington Group, LLC | 1,800 | $399.0K | 0.09% | −475−20.9% | Reduced |
| Cozad Asset Management Inc | 1,572 | $399.0K | 0.06% | +357+29.4% | Added |
| Graham Capital Management, L.P. | 1,577 | $400.0K | 0.02% | −7,220−82.1% | Reduced |
| Pacitti Group Inc. | 1,583 | $402.0K | 0.26% | −19−1.2% | Reduced |
| NTB Financial Corp | 1,592 | $404.0K | 0.28% | +1,592 | New |
| Perennial Investment Advisors, LLC | 1,635 | $415.0K | 0.13% | +334+25.7% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 1,633 | $415.0K | 0.46% | +1,633 | New |
| Robertson Stephens Wealth Management, LLC | 1,645 | $417.0K | 0.04% | +183+12.5% | Added |
| Almanack Investment Partners, LLC. | 1,642 | $417.0K | 0.03% | +873+113.5% | Added |
| KCM Investment Advisors LLC | 1,645 | $418.0K | 0.01% | +211+14.7% | Added |
| Schonfeld Strategic Advisors LLC | 1,666 | $423.0K | 0.00% | −3,034−64.6% | Reduced |
| Pitcairn Co | 1,671 | $424.0K | 0.03% | −1,141−40.6% | Reduced |
| Kraematon Investment Advisors, Inc | 1,671 | $424.0K | 0.38% | +1,671 | New |
| Abbot Financial Management, Inc. | 1,682 | $427.0K | 0.19% | +94+5.9% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,696 | $431.0K | 0.20% | −3−0.2% | Reduced |
| McGuire Investment Group, LLC | 1,698 | $431.0K | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,707 | $434.0K | 0.00% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,710 | $434.0K | 0.02% | +1,710 | New |
| Venture Visionary Partners LLC | 1,716 | $435.0K | 0.03% | −134−7.2% | Reduced |
| Wedmont Private Capital | 2,071 | $435.0K | 0.13% | +2,071 | New |
| Gries Financial LLC | 1,715 | $436.0K | 0.18% | −200−10.4% | Reduced |
| Quadrant Capital Group LLC | 1,722 | $437.0K | 0.05% | −47−2.7% | Reduced |
| Pantheon Investment Group, LLC | 1,719 | $442.0K | 0.35% | +1,719 | New |
| Avidian Wealth Solutions, LLC | 1,751 | $445.0K | 0.03% | −1,099−38.6% | Reduced |
| Brighton Jones LLC | 1,754 | $446.0K | 0.02% | +29+1.7% | Added |
| Arete Wealth Advisors, LLC | 1,824 | $447.0K | 0.04% | −359−16.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,760 | $447.0K | 0.09% | +1,670+1,855.6% | Added |
| Twin Lakes Capital Management, LLC | 1,772 | $450.0K | 0.24% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,772 | $450.0K | 0.01% | +61+3.6% | Added |
| Rockland Trust Co | 1,779 | $452.0K | 0.03% | −7−0.4% | Reduced |
| Personal Capital Advisors Corp | 1,778 | $452.0K | 0.00% | +266+17.6% | Added |
| Smith Group Asset Management, LLC | 1,780 | $452.0K | 0.02% | +560+45.9% | Added |
| Boenning & Scattergood, Inc. | 1,785 | $453.0K | 0.07% | +505+39.5% | Added |
| Ballentine Partners, LLC | 1,794 | $455.0K | 0.01% | −1−0.1% | Reduced |
| Lake Street Financial LLC | 1,799 | $457.0K | 0.08% | +1,096+155.9% | Added |
| Fulton Breakefield Broenniman LLC | 1,805 | $458.0K | 0.03% | −150−7.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,809 | $459.0K | 0.03% | +1,809 | New |
| Profit Investment Management, LLC | 1,822 | $462.0K | 0.29% | +1,822 | New |
| Seeyond | 1,826 | $463.0K | 0.04% | −772−29.7% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,844 | $468.0K | 0.16% | +1,844 | New |
| Beaumont Financial Partners, LLC | 1,851 | $470.0K | 0.03% | −10−0.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,859 | $472.0K | 0.03% | +299+19.2% | Added |
| Summit Asset Management, LLC | 1,863 | $473.0K | 0.13% | −868−31.8% | Reduced |
| First Dallas Securities Inc. | 1,865 | $474.0K | 0.31% | −50−2.6% | Reduced |
| Ci Investments Inc. | 1,876 | $476.0K | 0.00% | +343+22.4% | Added |
| Vahanian & Associates Financial Planning Inc. | 1,901 | $483.0K | 0.39% | +1,901 | New |
| JT Stratford LLC | 1,929 | $490.0K | 0.13% | −2,062−51.7% | Reduced |
| Integrated Advisors Network LLC | 1,928 | $490.0K | 0.03% | −369−16.1% | Reduced |
| Sandy Spring Bank | 1,930 | $490.0K | 0.02% | +673+53.5% | Added |
| GraniteShares Advisors LLC | 1,933 | $490.0K | 0.23% | +1,933 | New |
| Spire Wealth Management | 1,935 | $491.0K | 0.01% | −2,635−57.7% | Reduced |
| HBK Sorce Advisory LLC | 1,934 | $491.0K | 0.02% | +313+19.3% | Added |
| Ameritas Advisory Services, LLC | 1,973 | $501.0K | 0.02% | +1,973 | New |
| Colony Group LLC | 1,975 | $502.0K | 0.01% | +750+61.2% | Added |
| Harvey Capital Management Inc | 2,000 | $507.0K | 0.16% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 2,000 | $508.0K | 0.12% | 00.0% | Unchanged |
| EMC Capital Management | 2,000 | $508.0K | 0.27% | 00.0% | Unchanged |
| Nkcfo LLC | 2,000 | $508.0K | 0.16% | +2,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,008 | $510.0K | 0.00% | −23−1.1% | Reduced |
| Jacobi Capital Management LLC | 2,010 | $510.0K | 0.06% | +1,509+301.2% | Added |
| Peak Financial Management, Inc. | 2,016 | $512.0K | 0.17% | −160−7.4% | Reduced |
| Harbour Investments, Inc. | 2,032 | $516.0K | 0.03% | −6,677−76.7% | Reduced |
| Qtron Investments LLC | 2,031 | $516.0K | 0.12% | −1,636−44.6% | Reduced |
| Wellington Shields & Co., LLC | 2,032 | $516.0K | 0.10% | +2,032 | New |
| Level Four Advisory Services, LLC | 2,036 | $517.0K | 0.04% | +1,354+198.5% | Added |
| Chicago Capital, LLC | 2,038 | $518.0K | 0.02% | −72−3.4% | Reduced |
| Park Avenue Securities LLC | 2,056 | $522.0K | 0.01% | +166+8.8% | Added |
| Hillsdale Investment Management Inc. | 2,070 | $525.0K | 0.04% | −332−13.8% | Reduced |
| First Command Financial Services, Inc. | 2,085 | $529.0K | 0.08% | +700+50.5% | Added |
| Regal Investment Advisors LLC | 2,091 | $531.0K | 0.05% | +89+4.4% | Added |
| Cohen Klingenstein LLC | 2,100 | $533.0K | 0.02% | −25−1.2% | Reduced |
| First Command Bank | 1,385 | $533.0K | 0.09% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,103 | $534.0K | 0.01% | −9−0.4% | Reduced |
| Balentine LLC | 2,102 | $534.0K | 0.02% | +2,102 | New |
| RB Capital Management, LLC | 2,109 | $536.0K | 0.17% | +144+7.3% | Added |
| Cim Investment Mangement Inc | 2,112 | $536.0K | 0.16% | +925+77.9% | Added |
| Lindbrook Capital, LLC | 2,114 | $537.0K | 0.08% | +1,698+408.2% | Added |
| New England Research & Management, Inc. | 2,123 | $539.0K | 0.26% | −428−16.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,147 | $545.0K | 0.49% | +2,147 | New |
| Altium Wealth Management LLC | 2,148 | $546.0K | 0.04% | +2,148 | New |
| MBB Public Markets I LLC | 2,157 | $548.0K | 0.01% | +2,157 | New |
| Pathstone Family Office, LLC | 2,185 | $554.0K | 0.01% | −1,760−44.6% | Reduced |
| Lincoln National Corp | 2,184 | $555.0K | 0.01% | −1,032−32.1% | Reduced |