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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 7,176 | $1.82M | 0.02% | +4,027+127.9% | Added |
| D.A. Davidson & Co. | 7,143 | $1.81M | 0.02% | +1,600+28.9% | Added |
| AIA Group Ltd | 7,115 | $1.81M | 0.09% | +680+10.6% | Added |
| Wedbush Securities Inc | 7,080 | $1.80M | 0.08% | +1,238+21.2% | Added |
| Green Alpha Advisors, LLC | 7,063 | $1.79M | 1.21% | +326+4.8% | Added |
| Gladstone Institutional Advisory LLC | 6,987 | $1.77M | 0.14% | −401−5.4% | Reduced |
| Capital International Ltd | 6,962 | $1.77M | 0.09% | +5,088+271.5% | Added |
| Kestra Private Wealth Services, LLC | 6,924 | $1.76M | 0.08% | +491+7.6% | Added |
| TD Waterhouse Canada Inc. | 7,215 | $1.74M | 0.02% | +7,215 | New |
| Kovack Advisors, Inc. | 6,839 | $1.74M | 0.17% | −3,322−32.7% | Reduced |
| RPg Family Wealth Advisory, LLC | 6,778 | $1.72M | 0.68% | +37+0.5% | Added |
| Congress Wealth Management LLC | 6,640 | $1.69M | 0.03% | +6,640 | New |
| Purus Wealth Management, LLC | 6,593 | $1.67M | 1.05% | −1,623−19.8% | Reduced |
| Virtu Financial LLC | 6,531 | $1.66M | 0.17% | +6,531 | New |
| Bridgeway Capital Management, LLC | 6,500 | $1.65M | 0.03% | 00.0% | Unchanged |
| swisspartners Ltd. | 6,400 | $1.65M | 1.17% | +800+14.3% | Added |
| Osher Van de Voorde Investment Management | 6,440 | $1.64M | 0.36% | 00.0% | Unchanged |
| Chelsea Counsel Co | 6,405 | $1.63M | 0.70% | +6,405 | New |
| Westwood Wealth Management | 6,400 | $1.63M | 1.01% | +6,400 | New |
| Baird Financial Group, Inc. | 6,388 | $1.62M | 0.00% | −2,516−28.3% | Reduced |
| NEXT Financial Group, Inc | 6,383 | $1.62M | 0.11% | +1,424+28.7% | Added |
| American Portfolios Advisors | 6,356 | $1.61M | 0.05% | −1,228−16.2% | Reduced |
| Hudson Canyon Capital Management | 6,200 | $1.57M | 1.14% | +2,200+55.0% | Added |
| Pictet & Cie (Europe) SA | 6,197 | $1.57M | 0.05% | +3,343+117.1% | Added |
| Fifth Third Bancorp | 6,166 | $1.57M | 0.01% | +2,866+86.8% | Added |
| Coastal Capital Group, Inc. | 6,126 | $1.56M | 0.35% | +6,067+10,283.1% | Added |
| Northwestern Mutual Wealth Management Co | 6,031 | $1.53M | 0.00% | −1,836−23.3% | Reduced |
| SRB Corp | 5,924 | $1.50M | 0.08% | +5,924 | New |
| Traynor Capital Management, Inc. | 5,869 | $1.49M | 0.18% | +5,198+774.7% | Added |
| First Citizens Bank & Trust Co | 5,836 | $1.48M | 0.06% | +5,836 | New |
| Integrated Wealth Concepts LLC | 5,814 | $1.48M | 0.04% | −225−3.7% | Reduced |
| Aurora Investment Counsel | 5,810 | $1.48M | 0.88% | +2,842+95.8% | Added |
| Pensionfund DSM Netherlands | 5,800 | $1.47M | 0.17% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 5,795 | $1.47M | 0.01% | +5,795 | New |
| IndexIQ Advisors LLC | 5,778 | $1.47M | 0.05% | −167−2.8% | Reduced |
| E Fund Management Co., Ltd. | 5,723 | $1.45M | 0.05% | +519+10.0% | Added |
| Xcel Wealth Management, LLC | 5,711 | $1.45M | 0.37% | +48+0.8% | Added |
| Quantedge Capital Pte Ltd | 5,700 | $1.45M | 0.61% | −1,300−18.6% | Reduced |
| IBM Retirement Fund | 5,635 | $1.43M | 0.18% | −3,936−41.1% | Reduced |
| Oak Grove Capital LLC | 5,590 | $1.42M | 0.28% | +950+20.5% | Added |
| Beacon Investment Advisory Services, Inc. | 5,555 | $1.41M | 0.05% | +630+12.8% | Added |
| Vident Investment Advisory, LLC | 5,514 | $1.40M | 0.04% | +1,123+25.6% | Added |
| Ieq Capital, LLC | 5,480 | $1.39M | 0.03% | −400−6.8% | Reduced |
| Avestar Capital, LLC | 5,438 | $1.38M | 0.25% | −844−13.4% | 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 |
| Flagship Harbor Advisors, LLC | 5,295 | $1.34M | 0.13% | −647−10.9% | Reduced |
| Avantax Advisory Services, Inc. | 5,266 | $1.34M | 0.02% | −838−13.7% | Reduced |
| Duality Advisers, LP | 5,248 | $1.33M | 0.14% | −4,668−47.1% | Reduced |
| Geneos Wealth Management Inc. | 5,179 | $1.31M | 0.05% | +166+3.3% | Added |
| Belpointe Asset Management LLC | 5,164 | $1.31M | 0.08% | −908−15.0% | Reduced |
| XTX Topco Ltd | 5,159 | $1.31M | 0.74% | −1,074−17.2% | Reduced |
| Jennison Associates LLC | 5,153 | $1.31M | 0.00% | +2,816+120.5% | Added |
| 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 |
| Aft, Forsyth & Company, Inc. | 5,060 | $1.28M | 0.66% | 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 & Sober, LLC | 5,050 | $1.28M | 0.45% | 00.0% | Unchanged |
| Lavaca Capital LLC | 5,000 | $1.27M | 0.56% | +5,000 | New |
| Cornerstone Advisors, LLC | 5,000 | $1.27M | 0.07% | +5,000 | New |
| Advisor Partners LLC | 4,980 | $1.26M | 0.08% | +73+1.5% | Added |
| Precision Wealth Strategies, LLC | 4,921 | $1.25M | 0.90% | +20+0.4% | Added |
| Impala Asset Management LLC | 4,900 | $1.25M | 0.10% | −583−10.6% | Reduced |
| Carl P. Sherr & Co., LLC | 4,895 | $1.24M | 0.75% | −686−12.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,883 | $1.24M | 0.10% | +278+6.0% | Added |
| Reynders McVeigh Capital Management, LLC | 4,840 | $1.23M | 0.07% | +4,840 | New |
| Sheaff Brock Investment Advisors, LLC | 4,807 | $1.22M | 0.11% | −2,030−29.7% | Reduced |
| DuPont Capital Management Corp | 4,776 | $1.21M | 0.04% | −4,306−47.4% | Reduced |
| Mason & Associates Inc | 4,762 | $1.21M | 0.37% | +4,762 | New |
| Prime Capital Investment Advisors, LLC | 4,731 | $1.20M | 0.06% | −8,042−63.0% | Reduced |
| Transcend Wealth Collective, LLC | 4,706 | $1.20M | 0.11% | +328+7.5% | Added |
| First Quadrant L P | 4,652 | $1.18M | 0.13% | +1,635+54.2% | Added |
| Money Concepts Capital Corp | 4,619 | $1.17M | 0.10% | +4,619 | New |
| Wetherby Asset Management Inc | 4,609 | $1.17M | 0.07% | −802−14.8% | Reduced |
| Verition Fund Management LLC | 4,481 | $1.14M | 0.01% | +2,753+159.3% | Added |
| 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 |
| Beacon Pointe Advisors, LLC | 4,389 | $1.11M | 0.03% | −140−3.1% | Reduced |
| Sawtooth Solutions, LLC | 4,386 | $1.11M | 0.12% | +1,318+43.0% | Added |
| 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 |
| Meiji Yasuda Asset Management Co Ltd. | 4,198 | $1.07M | 0.07% | −5,349−56.0% | Reduced |
| Avitas Wealth Management LLC | 4,094 | $1.04M | 0.17% | +151+3.8% | Added |
| Pallas Capital Advisors LLC | 6,469 | $1.03M | 0.13% | −2,310−26.3% | Reduced |
| Echo Street Capital Management LLC | 4,048 | $1.03M | 0.01% | +3,493+629.4% | Added |
| Keebeck Alpha, LP | 4,039 | $1.03M | 0.37% | +1,346+50.0% | Added |
| Ethic Inc. | 4,019 | $1.02M | 0.08% | +4,019 | New |
| PointState Capital LP | 3,990 | $1.01M | 0.03% | +690+20.9% | Added |
| Advisory Research Inc | 3,935 | $999.0K | 0.08% | +1,363+53.0% | Added |
| Exane Derivatives | 3,931 | $998.4K | 0.24% | +1,577+67.0% | Added |
| CSS LLC | 3,871 | $983.0K | 0.04% | +71+1.9% | Added |
| Meridian Wealth Management, LLC | 3,821 | $970.0K | 0.10% | −1,802−32.0% | Reduced |
| Sheets Smith Wealth Management | 3,779 | $960.0K | 0.12% | −21−0.6% | Reduced |
| Synovus Financial Corp | 3,749 | $959.0K | 0.01% | −86−2.2% | Reduced |
| Foster & Motley Inc | 3,743 | $951.0K | 0.07% | +3,743 | New |
| Cerity Partners LLC | 3,710 | $947.0K | 0.01% | +1,427+62.5% | Added |
| McAdam, LLC | 3,720 | $945.0K | 0.09% | +1,336+56.0% | Added |
| Prosight Management, LP | 3,700 | $940.0K | 0.63% | +3,700 | New |
| IHT Wealth Management, LLC | 3,689 | $937.0K | 0.07% | −513−12.2% | Reduced |
| Bridgewater Associates, LP | 3,639 | $924.0K | 0.01% | −4,670−56.2% | Reduced |