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 |
|---|---|---|---|---|---|
| Nadler Financial Group, Inc. | 2,187 | $555.0K | 0.08% | −310−12.4% | Reduced |
| Empirical Finance, LLC | 2,192 | $557.0K | 0.07% | +2,192 | New |
| Cable Hill Partners, LLC | 2,204 | $560.0K | 0.12% | −2−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 2,209 | $561.0K | 0.02% | −1,141−34.1% | Reduced |
| Columbia Asset Management | 2,215 | $563.0K | 0.11% | −755−25.4% | Reduced |
| Birinyi Associates Inc | 2,250 | $571.0K | 0.18% | −2,400−51.6% | Reduced |
| CIBC Private Wealth Group, LLC | 2,255 | $573.0K | 0.00% | −1,042−31.6% | Reduced |
| Bessemer Group Inc | 2,254 | $573.0K | 0.00% | −97−4.1% | Reduced |
| Parsons Capital Management Inc | 2,280 | $579.0K | 0.04% | −775−25.4% | Reduced |
| Cutler Group LP | 2,290 | $581.0K | 0.04% | +2,290 | New |
| Two Sigma Securities, LLC | 2,306 | $586.0K | 0.11% | −675−22.6% | Reduced |
| Engineers Gate Manager LP | 2,308 | $586.0K | 0.03% | +507+28.2% | Added |
| MAI Capital Management | 2,316 | $588.0K | 0.01% | −233−9.1% | Reduced |
| Aberdeen Wealth Management LLC | 2,315 | $588.0K | 0.38% | 00.0% | Unchanged |
| Wealth Effects LLC | 2,321 | $589.0K | 0.24% | +2,321 | New |
| GAM Holding AG | 2,327 | $591.0K | 0.03% | +2,327 | New |
| Mount Lucas Management LP | 2,329 | $592.0K | 0.17% | +2,329 | New |
| Brown Advisory Inc | 2,336 | $593.0K | 0.00% | −10−0.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,344 | $595.0K | 0.01% | +637+37.3% | Added |
| Keybank National Association | 2,356 | $598.0K | 0.00% | −973−29.2% | Reduced |
| Fulton Bank, N.A. | 2,374 | $603.0K | 0.03% | +190+8.7% | Added |
| Silicon Valley Community Foundation | 2,391 | $607.3K | 0.04% | +2,391 | New |
| Cooper Financial Group | 2,413 | $613.0K | 0.23% | +174+7.8% | Added |
| Engine No. 1 LLC | 2,413 | $613.0K | 0.13% | +530+28.1% | Added |
| Optimum Investment Advisors | 2,424 | $616.0K | 0.24% | +2,194+953.9% | Added |
| Abbrea Capital, LLC | 2,434 | $618.0K | 0.08% | +19+0.8% | Added |
| AdvisorNet Financial, Inc | 2,442 | $620.0K | 0.04% | −87−3.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,469 | $627.0K | 0.05% | +530+27.3% | Added |
| Capital International Inc | 2,479 | $630.0K | 0.01% | +146+6.3% | Added |
| First Midwest Bank Trust Division | 2,486 | $632.0K | 0.08% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,492 | $632.0K | 0.03% | +39+1.6% | Added |
| Dimension Capital Management LLC | 2,502 | $636.0K | 0.12% | −1,142−31.3% | Reduced |
| Change Path, LLC | 2,513 | $638.0K | 0.03% | +401+19.0% | Added |
| Meritage Group LP | 2,514 | $639.0K | 0.01% | +2,514 | New |
| Cresset Asset Management, LLC | 2,526 | $642.0K | 0.01% | −43−1.7% | Reduced |
| Bamco Inc | 2,532 | $643.0K | 0.00% | −46,800−94.9% | Reduced |
| Pinnacle Associates Ltd | 2,533 | $643.0K | 0.01% | +682+36.8% | Added |
| L & S Advisors Inc | 2,547 | $647.0K | 0.07% | −331−11.5% | Reduced |
| Independent Advisor Alliance | 2,561 | $650.0K | 0.03% | −5,986−70.0% | Reduced |
| Clarius Group, LLC | 2,567 | $652.0K | 0.05% | +1,708+198.8% | Added |
| Fisher Asset Management, LLC | 2,585 | $657.0K | 0.00% | +319+14.1% | Added |
| Lee Financial Co | 2,612 | $663.0K | 0.12% | +4+0.2% | Added |
| Snowden Capital Advisors LLC | 2,622 | $665.0K | 0.03% | −804−23.5% | Reduced |
| Sequoia Financial Advisors, LLC | 2,627 | $667.0K | 0.02% | +2,627 | New |
| Harvest Fund Management Co., Ltd | 2,688 | $673.0K | 0.11% | −672−20.0% | Reduced |
| Claro Advisors LLC | 2,669 | $678.0K | 0.24% | +174+7.0% | Added |
| Means Investment Co., Inc. | 2,669 | $678.0K | 0.12% | +349+15.0% | Added |
| Glenmede Trust Co NA | 2,681 | $680.0K | 0.00% | −323−10.8% | Reduced |
| B. Riley Wealth Management, Inc. | 2,685 | $682.0K | 0.05% | +125+4.9% | Added |
| Maven Securities LTD | 2,696 | $685.0K | 0.09% | +1,495+124.5% | Added |
| Assenagon Asset Management S.A. | 2,701 | $686.0K | 0.00% | −226−7.7% | Reduced |
| Astrantus Ltd | 2,700 | $686.0K | 0.51% | +2,700 | New |
| Prospera Financial Services Inc | 2,703 | $687.0K | 0.03% | −3,230−54.4% | Reduced |
| Greenleaf Trust | 2,727 | $693.0K | 0.01% | −741−21.4% | Reduced |
| Great Valley Advisor Group, Inc. | 2,713 | $695.0K | 0.04% | −7,998−74.7% | Reduced |
| Principle Wealth Partners LLC | 2,737 | $695.0K | 0.07% | −248−8.3% | Reduced |
| Diversified Trust Co | 2,752 | $699.0K | 0.02% | −16−0.6% | Reduced |
| GFG Capital, LLC | 2,770 | $704.0K | 0.21% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,782 | $707.0K | 0.02% | +2,782 | New |
| Investment House LLC | 2,815 | $715.0K | 0.05% | −2,610−48.1% | Reduced |
| Laidlaw Wealth Management LLC | 2,815 | $715.0K | 0.11% | +551+24.3% | Added |
| AGF Investments LLC | 2,816 | $715.0K | 0.06% | +2,816 | New |
| qPULA Trading Management LP | 2,825 | $717.0K | 1.28% | +2,825 | New |
| Agf Investments Inc. | 2,826 | $718.0K | 0.01% | +1,334+89.4% | Added |
| MMBG Investment Advisors Co. | 2,860 | $726.0K | 0.07% | +2,860 | New |
| Stephens Inc | 2,921 | $742.0K | 0.01% | +250+9.4% | Added |
| Keebeck Wealth Management, LLC | 2,930 | $744.0K | 0.13% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 2,933 | $744.0K | 0.50% | +120+4.3% | Added |
| Legacy Private Trust Co. | 2,940 | $746.0K | 0.06% | +2,165+279.4% | Added |
| Ropes Wealth Advisors LLC | 2,974 | $755.0K | 0.13% | −171,808−98.3% | Reduced |
| Philadelphia Trust Co | 2,990 | $759.0K | 0.05% | −375−11.1% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $762.0K | 0.01% | −3,000−50.0% | Reduced |
| Yarbrough Capital, LLC | 3,000 | $762.0K | 0.04% | +3,000 | New |
| Continuum Advisory, LLC | 3,025 | $768.0K | 0.17% | +697+29.9% | Added |
| Johnson Investment Counsel Inc | 3,041 | $772.0K | 0.01% | +107+3.6% | Added |
| Conning Inc. | 3,080 | $782.0K | 0.02% | +80+2.7% | Added |
| Metis Global Partners, LLC | 3,080 | $782.0K | 0.22% | +3,080 | New |
| ACG Wealth | 3,089 | $785.0K | 0.11% | −3,104−50.1% | Reduced |
| Bluestein R H & Co | 3,111 | $790.0K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,124 | $793.0K | 0.06% | +3,124 | New |
| PKO Investment Management Joint-Stock Co | 3,171 | $805.4K | 0.09% | +3,171 | New |
| NuWave Investment Management, LLC | 3,175 | $806.0K | 0.91% | +688+27.7% | Added |
| Signaturefd, LLC | 3,181 | $808.0K | 0.02% | −631−16.6% | Reduced |
| Jupiter Wealth Management LLC | 3,184 | $808.0K | 0.42% | +463+17.0% | Added |
| Prudential PLC | 3,189 | $810.0K | 0.01% | +3,189 | New |
| CWM, LLC | 3,189 | $810.0K | 0.01% | +3,189 | New |
| Reik & Co., LLC | 3,235 | $822.0K | 0.20% | +885+37.7% | Added |
| Wade G W & Inc | 3,244 | $824.0K | 0.04% | −1,736−34.9% | Reduced |
| Lido Advisors, LLC | 3,251 | $825.0K | 0.02% | +398+14.0% | Added |
| Federated Hermes, Inc. | 3,250 | $826.0K | 0.00% | −736,454−99.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,277 | $832.0K | 0.03% | +1,089+49.8% | Added |
| Pinnacle Private Wealth, LLC | 3,288 | $835.0K | 0.26% | +3,288 | New |
| Cornerstone Wealth Management, LLC | 3,315 | $841.0K | 0.08% | −150−4.3% | Reduced |
| Sentry Investment Management LLC | 3,345 | $850.0K | 0.22% | +959+40.2% | Added |
| Trust Asset Management LLC | 3,357 | $853.0K | 0.11% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,368 | $855.0K | 0.06% | +1,688+100.5% | Added |
| O'Shaughnessy Asset Management, LLC | 3,396 | $863.0K | 0.02% | −436−11.4% | Reduced |
| Heritage Trust Co | 3,413 | $867.0K | 0.11% | +101+3.0% | Added |
| First Manhattan Co | 3,445 | $874.0K | 0.00% | +2,770+410.4% | Added |
| ExodusPoint Capital Management, LP | 3,451 | $876.0K | 0.01% | −74−2.1% | Reduced |