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 |
|---|---|---|---|---|---|
| Mariner, LLC | 14,736 | $3.74M | 0.02% | +14,736 | New |
| M&T Bank Corp | 15,358 | $3.90M | 0.02% | +573+3.9% | Added |
| McKinley Capital Management LLC /Delaware | 15,487 | $3.93M | 0.35% | +25+0.2% | Added |
| Squarepoint Ops LLC | 15,489 | $3.93M | 0.02% | −26,703−63.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 15,494 | $3.94M | 0.92% | +3,845+33.0% | Added |
| Independent Financial Group, LLC | 15,635 | $3.97M | 0.33% | −2,472−13.7% | Reduced |
| Vestcor Inc | 15,840 | $4.02M | 0.14% | −1,816−10.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,869 | $4.03M | 0.08% | −81−0.5% | Reduced |
| Redwood Investments, LLC | 15,904 | $4.04M | 0.32% | +666+4.4% | Added |
| XR Securities LLC | 15,913 | $4.04M | 0.47% | +6,820+75.0% | Added |
| Cowen and Company, LLC | 16,420 | $4.17M | 0.40% | +1,484+9.9% | Added |
| Eqis Capital Management, Inc. | 16,463 | $4.18M | 0.31% | +471+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 16,490 | $4.19M | 0.06% | −17,799−51.9% | Reduced |
| Crossmark Global Holdings, Inc. | 16,603 | $4.22M | 0.09% | +730+4.6% | Added |
| Zacks Investment Management | 16,640 | $4.23M | 0.06% | +1,485+9.8% | Added |
| Cetera Investment Advisers | 16,924 | $4.30M | 0.06% | −129−0.8% | Reduced |
| Mercer Global Advisors Inc | 17,081 | $4.34M | 0.03% | +1,204+7.6% | Added |
| Nia Impact Advisors, LLC | 27,491 | $4.41M | 2.34% | +1,360+5.2% | Added |
| Knuff & Co LLC | 17,442 | $4.43M | 1.37% | +367+2.1% | Added |
| Toroso Investments, LLC | 17,519 | $4.45M | 0.14% | +2,010+13.0% | Added |
| Kestra Advisory Services, LLC | 17,573 | $4.46M | 0.05% | −9,888−36.0% | Reduced |
| Panagora Asset Management Inc | 17,855 | $4.54M | 0.02% | −51,406−74.2% | Reduced |
| Cetera Advisor Networks LLC | 18,052 | $4.58M | 0.06% | +1,154+6.8% | Added |
| Sectoral Asset Management Inc | 18,055 | $4.59M | 0.69% | +1,450+8.7% | Added |
| Bokf, NA | 18,681 | $4.75M | 0.07% | +7,052+60.6% | Added |
| SG3 Management, LLC | 19,000 | $4.83M | 0.49% | −33,500−63.8% | Reduced |
| Aigen Investment Management, LP | 17,335 | $4.85M | 0.30% | +17,335 | New |
| Platinum Investment Management Ltd | 19,230 | $4.88M | 0.14% | +19,230 | New |
| The PNC Financial Services Group, Inc. | 20,007 | $5.08M | 0.00% | −3,706−15.6% | Reduced |
| Private Advisor Group, LLC | 20,672 | $5.25M | 0.04% | −16,283−44.1% | Reduced |
| Kentucky Retirement Systems | 21,291 | $5.41M | 0.22% | +393+1.9% | Added |
| New Mexico Educational Retirement Board | 21,500 | $5.46M | 0.18% | −1,500−6.5% | Reduced |
| Artemis Wealth Advisors, LLC | 22,000 | $5.59M | 0.69% | +22,000 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,358 | $5.68M | 0.12% | +76+0.3% | Added |
| Mezzasalma Advisors, LLC | 22,432 | $5.70M | 3.06% | +12+0.1% | Added |
| Stevens Capital Management LP | 22,563 | $5.73M | 1.32% | +22,563 | New |
| Factory Mutual Insurance Co | 41,000 | $5.87M | 0.08% | +41,000 | New |
| Dai-Ichi Life Insurance Company, Ltd | 23,213 | $5.90M | 0.08% | +12,000+107.0% | Added |
| Douglas Lane & Associates, LLC | 23,364 | $5.93M | 0.08% | +6,407+37.8% | Added |
| Copperwynd Financial, LLC | 23,713 | $6.02M | 2.29% | +7,158+43.2% | Added |
| Rockefeller Capital Management L.P. | 23,789 | $6.04M | 0.03% | +1,305+5.8% | Added |
| Banco Santander, S.A. | 23,788 | $6.04M | 0.03% | +11,435+92.6% | Added |
| Biondo Investment Advisors, LLC | 24,402 | $6.20M | 1.03% | +47+0.2% | Added |
| Strategic Advisors LLC | 24,436 | $6.21M | 0.88% | −1,439−5.6% | Reduced |
| Harvest Volatility Management LLC | 24,740 | $6.28M | 0.31% | +6,135+33.0% | Added |
| Janney Montgomery Scott LLC | 24,850 | $6.31M | 0.02% | +7,018+39.4% | Added |
| Thrivent Financial for Lutherans | 25,525 | $6.43M | 0.01% | −19,483−43.3% | Reduced |
| Elo Mutual Pension Insurance Co | 25,919 | $6.58M | 0.18% | +2,151+9.0% | Added |
| Maryland State Retirement & Pension System | 25,984 | $6.60M | 0.17% | +180+0.7% | Added |
| Crossvault Capital Management LLC | 26,212 | $6.66M | 2.00% | +3,279+14.3% | Added |
| Baader Bank INC | 26,661 | $6.77M | 0.53% | +26,661 | New |
| Allstate Corp | 26,740 | $6.79M | 0.13% | +20,163+306.6% | Added |
| Massachusetts Financial Services Co | 26,861 | $6.82M | 0.00% | +8,781+48.6% | Added |
| Andra AP-fonden | 27,000 | $6.86M | 0.14% | +6,600+32.4% | Added |
| Mark Asset Management LP | 27,264 | $6.92M | 1.00% | −23,871−46.7% | Reduced |
| Cubist Systematic Strategies, LLC | 27,472 | $6.98M | 0.07% | +7,820+39.8% | Added |
| Nomura Holdings Inc | 27,995 | $7.06M | 0.04% | +9,505+51.4% | Added |
| Tredje AP-fonden | 28,085 | $7.13M | 0.14% | +3,085+12.3% | Added |
| Westpac Banking Corp | 28,294 | $7.19M | 0.07% | +1,164+4.3% | Added |
| Gotham Asset Management, LLC | 28,571 | $7.26M | 0.23% | +18,075+172.2% | Added |
| Comerica Bank | 47,683 | $7.27M | 0.05% | +2,970+6.6% | Added |
| Paradigm Financial Advisors, LLC | 28,692 | $7.29M | 1.61% | −2,248−7.3% | Reduced |
| Industrial Alliance Investment Management Inc. | 28,903 | $7.34M | 0.17% | +28,903 | New |
| Wafra Inc. | 28,976 | $7.36M | 0.23% | −42,617−59.5% | Reduced |
| Virginia Retirement Systems Et Al | 29,200 | $7.42M | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 32,091 | $7.71M | 0.01% | −26,983−45.7% | Reduced |
| Securian Asset Management, Inc | 30,475 | $7.74M | 0.14% | +480+1.6% | Added |
| Steel Peak Wealth Management LLC | 31,730 | $8.06M | 0.49% | +9,413+42.2% | Added |
| Worldquant Millennium Advisors LLC | 32,002 | $8.13M | 0.16% | −31,142−49.3% | Reduced |
| Daiwa Securities Group Inc. | 32,568 | $8.27M | 0.05% | +2,569+8.6% | Added |
| Norinchukin Bank, The | 32,746 | $8.32M | 0.10% | −2,128−6.1% | Reduced |
| Wealthfront Advisers LLC | 33,701 | $8.56M | 0.04% | +3,815+12.8% | Added |
| Neumann Advisory Hong Kong Ltd | 34,067 | $8.65M | 1.50% | 00.0% | Unchanged |
| Ninety One UK Ltd | 34,413 | $8.74M | 0.02% | −9,623−21.9% | Reduced |
| Creative Planning | 34,783 | $8.83M | 0.01% | +73+0.2% | Added |
| ETF Managers Group, LLC | 35,530 | $8.94M | 0.18% | +17,104+92.8% | Added |
| Hodges Capital Management Inc. | 36,475 | $9.26M | 0.67% | −38,875−51.6% | Reduced |
| Erste Asset Management GmbH | 37,395 | $9.27M | 0.17% | −22,205−37.3% | Reduced |
| Hartford Investment Management Co | 36,660 | $9.31M | 0.21% | +2,996+8.9% | Added |
| Meritage Portfolio Management | 37,246 | $9.46M | 0.54% | +36,123+3,216.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 37,497 | $9.52M | 0.47% | −3,429−8.4% | Reduced |
| Moors & Cabot, Inc. | 38,023 | $9.66M | 0.59% | −1,070−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 38,249 | $9.71M | 0.04% | −20,059−34.4% | Reduced |
| Assetmark, Inc | 38,698 | $9.83M | 0.04% | +38,450+15,504.0% | Added |
| Great Lakes Advisors, LLC | 38,739 | $9.84M | 0.15% | −362−0.9% | Reduced |
| Credit Agricole S A | 39,077 | $9.93M | 0.33% | +21,196+118.5% | Added |
| HighTower Advisors, LLC | 39,290 | $9.98M | 0.02% | −11,177−22.1% | Reduced |
| SG Americas Securities, LLC | 39,395 | $10.0M | 0.07% | +16,063+68.8% | Added |
| Pinebridge Investments, L.P. | 39,957 | $10.1M | 0.10% | +13,886+53.3% | Added |
| Varma Mutual Pension Insurance Co | 40,000 | $10.2M | 0.15% | 00.0% | Unchanged |
| Central Trust Co | 40,240 | $10.2M | 0.29% | −536−1.3% | Reduced |
| Truist Financial Corp | 40,373 | $10.3M | 0.02% | −3,731−8.5% | Reduced |
| Capstone Investment Advisors, LLC | 41,129 | $10.4M | 0.17% | +33,658+450.5% | Added |
| Capital Fund Management S.A. | 41,158 | $10.5M | 0.27% | +41,158 | New |
| SEI Investments Co | 41,129 | $10.5M | 0.02% | −5,344−11.5% | Reduced |
| La Financiere de L'Echiquier | 41,568 | $10.6M | 0.36% | +37,568+939.2% | Added |
| Trexquant Investment LP | 41,922 | $10.6M | 0.66% | +30,738+274.8% | Added |
| Ensign Peak Advisors, Inc | 42,009 | $10.7M | 0.02% | −37,848−47.4% | Reduced |
| Tower Research Capital LLC (TRC) | 42,741 | $10.9M | 0.19% | +21,125+97.7% | Added |
| Louisiana State Employees Retirement System | 43,700 | $11.1M | 0.24% | +900+2.1% | Added |