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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 3,462 | $879.0K | 0.09% | −159−4.4% | Reduced |
| Highland Capital Management, LLC | 3,471 | $882.0K | 0.05% | +3,471 | New |
| Susquehanna International Securities, Ltd. | 3,551 | $884.0K | 0.54% | +2,858+412.4% | Added |
| Jump Financial, LLC | 3,485 | $885.0K | 0.06% | +3,485 | New |
| J.W. Cole Advisors, Inc. | 3,534 | $898.0K | 0.06% | −2,353−40.0% | Reduced |
| People's United Financial, Inc. | 3,534 | $898.0K | 0.02% | +1,215+52.4% | Added |
| Credit Capital Investments LLC | 3,548 | $901.0K | 0.87% | +3,548 | New |
| South Dakota Investment Council | 3,600 | $914.0K | 0.02% | +3,600 | New |
| Advisory Services Network, LLC | 3,612 | $918.0K | 0.03% | −2,175−37.6% | Reduced |
| Hilltop Holdings Inc. | 3,624 | $921.0K | 0.10% | −759−17.3% | Reduced |
| Bridgewater Associates, LP | 3,639 | $924.0K | 0.01% | −4,670−56.2% | Reduced |
| Veritable, L.P. | 3,639 | $924.0K | 0.01% | −977−21.2% | Reduced |
| IHT Wealth Management, LLC | 3,689 | $937.0K | 0.07% | −513−12.2% | Reduced |
| Prosight Management, LP | 3,700 | $940.0K | 0.63% | +3,700 | New |
| McAdam, LLC | 3,720 | $945.0K | 0.09% | +1,336+56.0% | Added |
| Cerity Partners LLC | 3,710 | $947.0K | 0.01% | +1,427+62.5% | Added |
| Foster & Motley Inc | 3,743 | $951.0K | 0.07% | +3,743 | New |
| Synovus Financial Corp | 3,749 | $959.0K | 0.01% | −86−2.2% | Reduced |
| Sheets Smith Wealth Management | 3,779 | $960.0K | 0.12% | −21−0.6% | Reduced |
| Meridian Wealth Management, LLC | 3,821 | $970.0K | 0.10% | −1,802−32.0% | Reduced |
| CSS LLC | 3,871 | $983.0K | 0.04% | +71+1.9% | Added |
| Exane Derivatives | 3,931 | $998.4K | 0.24% | +1,577+67.0% | Added |
| Advisory Research Inc | 3,935 | $999.0K | 0.08% | +1,363+53.0% | Added |
| PointState Capital LP | 3,990 | $1.01M | 0.03% | +690+20.9% | Added |
| Ethic Inc. | 4,019 | $1.02M | 0.08% | +4,019 | New |
| Keebeck Alpha, LP | 4,039 | $1.03M | 0.37% | +1,346+50.0% | Added |
| Echo Street Capital Management LLC | 4,048 | $1.03M | 0.01% | +3,493+629.4% | Added |
| Pallas Capital Advisors LLC | 6,469 | $1.03M | 0.13% | −2,310−26.3% | Reduced |
| Avitas Wealth Management LLC | 4,094 | $1.04M | 0.17% | +151+3.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,198 | $1.07M | 0.07% | −5,349−56.0% | Reduced |
| TownSquare Capital, LLC | 4,247 | $1.08M | 0.03% | −13,059−75.5% | Reduced |
| Corient Capital Partners, LLC | 4,252 | $1.08M | 0.07% | +270+6.8% | Added |
| Sawtooth Solutions, LLC | 4,386 | $1.11M | 0.12% | +1,318+43.0% | Added |
| Beacon Pointe Advisors, LLC | 4,389 | $1.11M | 0.03% | −140−3.1% | Reduced |
| PGGM Investments | 4,452 | $1.13M | 0.01% | +3,366+309.9% | Added |
| Paloma Partners Management Co | 4,453 | $1.13M | 0.04% | +4,453 | New |
| Verition Fund Management LLC | 4,481 | $1.14M | 0.01% | +2,753+159.3% | Added |
| Wetherby Asset Management Inc | 4,609 | $1.17M | 0.07% | −802−14.8% | Reduced |
| Money Concepts Capital Corp | 4,619 | $1.17M | 0.10% | +4,619 | New |
| First Quadrant L P | 4,652 | $1.18M | 0.13% | +1,635+54.2% | Added |
| Transcend Wealth Collective, LLC | 4,706 | $1.20M | 0.11% | +328+7.5% | Added |
| Prime Capital Investment Advisors, LLC | 4,731 | $1.20M | 0.06% | −8,042−63.0% | Reduced |
| Mason & Associates Inc | 4,762 | $1.21M | 0.37% | +4,762 | New |
| DuPont Capital Management Corp | 4,776 | $1.21M | 0.04% | −4,306−47.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,807 | $1.22M | 0.11% | −2,030−29.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,840 | $1.23M | 0.07% | +4,840 | New |
| Tokio Marine Asset Management Co Ltd | 4,883 | $1.24M | 0.10% | +278+6.0% | Added |
| Carl P. Sherr & Co., LLC | 4,895 | $1.24M | 0.75% | −686−12.3% | Reduced |
| Impala Asset Management LLC | 4,900 | $1.25M | 0.10% | −583−10.6% | Reduced |
| Precision Wealth Strategies, LLC | 4,921 | $1.25M | 0.90% | +20+0.4% | Added |
| Advisor Partners LLC | 4,980 | $1.26M | 0.08% | +73+1.5% | Added |
| Lavaca Capital LLC | 5,000 | $1.27M | 0.56% | +5,000 | New |
| Cornerstone Advisors, LLC | 5,000 | $1.27M | 0.07% | +5,000 | New |
| Aft, Forsyth & Sober, LLC | 5,050 | $1.28M | 0.45% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 5,050 | $1.28M | 0.28% | +2,050+68.3% | Added |
| Aft, Forsyth & Company, Inc. | 5,060 | $1.28M | 0.66% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 5,064 | $1.29M | 0.14% | +3,695+269.9% | Added |
| Benchmark Investment Advisors LLC | 5,063 | $1.29M | 1.06% | +5,063 | New |
| Jennison Associates LLC | 5,153 | $1.31M | 0.00% | +2,816+120.5% | Added |
| XTX Topco Ltd | 5,159 | $1.31M | 0.74% | −1,074−17.2% | Reduced |
| Belpointe Asset Management LLC | 5,164 | $1.31M | 0.08% | −908−15.0% | Reduced |
| Geneos Wealth Management Inc. | 5,179 | $1.31M | 0.05% | +166+3.3% | Added |
| Duality Advisers, LP | 5,248 | $1.33M | 0.14% | −4,668−47.1% | Reduced |
| Avantax Advisory Services, Inc. | 5,266 | $1.34M | 0.02% | −838−13.7% | Reduced |
| Flagship Harbor Advisors, LLC | 5,295 | $1.34M | 0.13% | −647−10.9% | Reduced |
| Apollon Wealth Management, LLC | 5,602 | $1.36M | 0.11% | +4,189+296.5% | Added |
| Bristlecone Advisors, LLC | 5,342 | $1.36M | 0.16% | +5,342 | New |
| Avestar Capital, LLC | 5,438 | $1.38M | 0.25% | −844−13.4% | Reduced |
| Ieq Capital, LLC | 5,480 | $1.39M | 0.03% | −400−6.8% | Reduced |
| Vident Investment Advisory, LLC | 5,514 | $1.40M | 0.04% | +1,123+25.6% | Added |
| Beacon Investment Advisory Services, Inc. | 5,555 | $1.41M | 0.05% | +630+12.8% | Added |
| Oak Grove Capital LLC | 5,590 | $1.42M | 0.28% | +950+20.5% | Added |
| IBM Retirement Fund | 5,635 | $1.43M | 0.18% | −3,936−41.1% | Reduced |
| Quantedge Capital Pte Ltd | 5,700 | $1.45M | 0.61% | −1,300−18.6% | Reduced |
| Xcel Wealth Management, LLC | 5,711 | $1.45M | 0.37% | +48+0.8% | Added |
| E Fund Management Co., Ltd. | 5,723 | $1.45M | 0.05% | +519+10.0% | Added |
| IndexIQ Advisors LLC | 5,778 | $1.47M | 0.05% | −167−2.8% | Reduced |
| Westwood Holdings Group Inc. | 5,795 | $1.47M | 0.01% | +5,795 | New |
| Pensionfund DSM Netherlands | 5,800 | $1.47M | 0.17% | 00.0% | Unchanged |
| Aurora Investment Counsel | 5,810 | $1.48M | 0.88% | +2,842+95.8% | Added |
| Integrated Wealth Concepts LLC | 5,814 | $1.48M | 0.04% | −225−3.7% | Reduced |
| First Citizens Bank & Trust Co | 5,836 | $1.48M | 0.06% | +5,836 | New |
| Traynor Capital Management, Inc. | 5,869 | $1.49M | 0.18% | +5,198+774.7% | Added |
| SRB Corp | 5,924 | $1.50M | 0.08% | +5,924 | New |
| Northwestern Mutual Wealth Management Co | 6,031 | $1.53M | 0.00% | −1,836−23.3% | Reduced |
| Coastal Capital Group, Inc. | 6,126 | $1.56M | 0.35% | +6,067+10,283.1% | Added |
| Fifth Third Bancorp | 6,166 | $1.57M | 0.01% | +2,866+86.8% | Added |
| Pictet & Cie (Europe) SA | 6,197 | $1.57M | 0.05% | +3,343+117.1% | Added |
| Hudson Canyon Capital Management | 6,200 | $1.57M | 1.14% | +2,200+55.0% | Added |
| American Portfolios Advisors | 6,356 | $1.61M | 0.05% | −1,228−16.2% | Reduced |
| NEXT Financial Group, Inc | 6,383 | $1.62M | 0.11% | +1,424+28.7% | Added |
| Baird Financial Group, Inc. | 6,388 | $1.62M | 0.00% | −2,516−28.3% | Reduced |
| Westwood Wealth Management | 6,400 | $1.63M | 1.01% | +6,400 | New |
| Chelsea Counsel Co | 6,405 | $1.63M | 0.70% | +6,405 | New |
| Osher Van de Voorde Investment Management | 6,440 | $1.64M | 0.36% | 00.0% | Unchanged |
| swisspartners Ltd. | 6,400 | $1.65M | 1.17% | +800+14.3% | Added |
| Bridgeway Capital Management, LLC | 6,500 | $1.65M | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,531 | $1.66M | 0.17% | +6,531 | New |
| Purus Wealth Management, LLC | 6,593 | $1.67M | 1.05% | −1,623−19.8% | Reduced |
| Congress Wealth Management LLC | 6,640 | $1.69M | 0.03% | +6,640 | New |