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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.

Institutional holdersQ4 2021: 1,112 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 785 institutions
Value heldQ4 2021: $62.6B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026785$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q3 2021.

Institutions holding MRNA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Veritable, L.P.3,639$924.0K0.01%−977−21.2%Reduced
Hilltop Holdings Inc.3,624$921.0K0.10%−759−17.3%Reduced
Advisory Services Network, LLC3,612$918.0K0.03%−2,175−37.6%Reduced
South Dakota Investment Council3,600$914.0K0.02%+3,600New
Credit Capital Investments LLC3,548$901.0K0.87%+3,548New
J.W. Cole Advisors, Inc.3,534$898.0K0.06%−2,353−40.0%Reduced
People's United Financial, Inc.3,534$898.0K0.02%+1,215+52.4%Added
Jump Financial, LLC3,485$885.0K0.06%+3,485New
Susquehanna International Securities, Ltd.3,551$884.0K0.54%+2,858+412.4%Added
Highland Capital Management, LLC3,471$882.0K0.05%+3,471New
Krilogy Financial LLC3,462$879.0K0.09%−159−4.4%Reduced
ExodusPoint Capital Management, LP3,451$876.0K0.01%−74−2.1%Reduced
First Manhattan Co3,445$874.0K0.00%+2,770+410.4%Added
Heritage Trust Co3,413$867.0K0.11%+101+3.0%Added
O'Shaughnessy Asset Management, LLC3,396$863.0K0.02%−436−11.4%Reduced
Fukoku Mutual Life Insurance Co3,368$855.0K0.06%+1,688+100.5%Added
Trust Asset Management LLC3,357$853.0K0.11%00.0%Unchanged
Sentry Investment Management LLC3,345$850.0K0.22%+959+40.2%Added
Cornerstone Wealth Management, LLC3,315$841.0K0.08%−150−4.3%Reduced
Pinnacle Private Wealth, LLC3,288$835.0K0.26%+3,288New
Wilbanks Smith & Thomas Asset Management LLC3,277$832.0K0.03%+1,089+49.8%Added
Federated Hermes, Inc.3,250$826.0K0.00%−736,454−99.6%Reduced
Lido Advisors, LLC3,251$825.0K0.02%+398+14.0%Added
Wade G W & Inc3,244$824.0K0.04%−1,736−34.9%Reduced
Reik & Co., LLC3,235$822.0K0.20%+885+37.7%Added
Prudential PLC3,189$810.0K0.01%+3,189New
CWM, LLC3,189$810.0K0.01%+3,189New
Signaturefd, LLC3,181$808.0K0.02%−631−16.6%Reduced
Jupiter Wealth Management LLC3,184$808.0K0.42%+463+17.0%Added
NuWave Investment Management, LLC3,175$806.0K0.91%+688+27.7%Added
PKO Investment Management Joint-Stock Co3,171$805.4K0.09%+3,171New
Axxcess Wealth Management, LLC3,124$793.0K0.06%+3,124New
Bluestein R H & Co3,111$790.0K0.03%00.0%Unchanged
ACG Wealth3,089$785.0K0.11%−3,104−50.1%Reduced
Conning Inc.3,080$782.0K0.02%+80+2.7%Added
Metis Global Partners, LLC3,080$782.0K0.22%+3,080New
Johnson Investment Counsel Inc3,041$772.0K0.01%+107+3.6%Added
Continuum Advisory, LLC3,025$768.0K0.17%+697+29.9%Added
Gamco Investors, Inc. Et Al3,000$762.0K0.01%−3,000−50.0%Reduced
Yarbrough Capital, LLC3,000$762.0K0.04%+3,000New
Philadelphia Trust Co2,990$759.0K0.05%−375−11.1%Reduced
Ropes Wealth Advisors LLC2,974$755.0K0.13%−171,808−98.3%Reduced
Legacy Private Trust Co.2,940$746.0K0.06%+2,165+279.4%Added
Keebeck Wealth Management, LLC2,930$744.0K0.13%00.0%Unchanged
Beaumont Asset Management, L.L.C.2,933$744.0K0.50%+120+4.3%Added
Stephens Inc2,921$742.0K0.01%+250+9.4%Added
MMBG Investment Advisors Co.2,860$726.0K0.07%+2,860New
Agf Investments Inc.2,826$718.0K0.01%+1,334+89.4%Added
qPULA Trading Management LP2,825$717.0K1.28%+2,825New
Investment House LLC2,815$715.0K0.05%−2,610−48.1%Reduced
Laidlaw Wealth Management LLC2,815$715.0K0.11%+551+24.3%Added
AGF Investments LLC2,816$715.0K0.06%+2,816New
Coldstream Capital Management Inc2,782$707.0K0.02%+2,782New
GFG Capital, LLC2,770$704.0K0.21%00.0%Unchanged
Diversified Trust Co2,752$699.0K0.02%−16−0.6%Reduced
Great Valley Advisor Group, Inc.2,713$695.0K0.04%−7,998−74.7%Reduced
Principle Wealth Partners LLC2,737$695.0K0.07%−248−8.3%Reduced
Greenleaf Trust2,727$693.0K0.01%−741−21.4%Reduced
Prospera Financial Services Inc2,703$687.0K0.03%−3,230−54.4%Reduced
Assenagon Asset Management S.A.2,701$686.0K0.00%−226−7.7%Reduced
Astrantus Ltd2,700$686.0K0.51%+2,700New
Maven Securities LTD2,696$685.0K0.09%+1,495+124.5%Added
B. Riley Wealth Management, Inc.2,685$682.0K0.05%+125+4.9%Added
Glenmede Trust Co NA2,681$680.0K0.00%−323−10.8%Reduced
Claro Advisors LLC2,669$678.0K0.24%+174+7.0%Added
Means Investment Co., Inc.2,669$678.0K0.12%+349+15.0%Added
Harvest Fund Management Co., Ltd2,688$673.0K0.11%−672−20.0%Reduced
Sequoia Financial Advisors, LLC2,627$667.0K0.02%+2,627New
Snowden Capital Advisors LLC2,622$665.0K0.03%−804−23.5%Reduced
Lee Financial Co2,612$663.0K0.12%+4+0.2%Added
Fisher Asset Management, LLC2,585$657.0K0.00%+319+14.1%Added
Clarius Group, LLC2,567$652.0K0.05%+1,708+198.8%Added
Independent Advisor Alliance2,561$650.0K0.03%−5,986−70.0%Reduced
L & S Advisors Inc2,547$647.0K0.07%−331−11.5%Reduced
Bamco Inc2,532$643.0K0.00%−46,800−94.9%Reduced
Pinnacle Associates Ltd2,533$643.0K0.01%+682+36.8%Added
Cresset Asset Management, LLC2,526$642.0K0.01%−43−1.7%Reduced
Meritage Group LP2,514$639.0K0.01%+2,514New
Change Path, LLC2,513$638.0K0.03%+401+19.0%Added
Dimension Capital Management LLC2,502$636.0K0.12%−1,142−31.3%Reduced
First Midwest Bank Trust Division2,486$632.0K0.08%00.0%Unchanged
Aspiriant, LLC2,492$632.0K0.03%+39+1.6%Added
Capital International Inc2,479$630.0K0.01%+146+6.3%Added
Laurel Wealth Advisors, Inc.2,469$627.0K0.05%+530+27.3%Added
AdvisorNet Financial, Inc2,442$620.0K0.04%−87−3.4%Reduced
Abbrea Capital, LLC2,434$618.0K0.08%+19+0.8%Added
Optimum Investment Advisors2,424$616.0K0.24%+2,194+953.9%Added
Cooper Financial Group2,413$613.0K0.23%+174+7.8%Added
Engine No. 1 LLC2,413$613.0K0.13%+530+28.1%Added
Silicon Valley Community Foundation2,391$607.3K0.04%+2,391New
Fulton Bank, N.A.2,374$603.0K0.03%+190+8.7%Added
Keybank National Association2,356$598.0K0.00%−973−29.2%Reduced
Buckingham Strategic Wealth, LLC2,344$595.0K0.01%+637+37.3%Added
Brown Advisory Inc2,336$593.0K0.00%−10−0.4%Reduced
Mount Lucas Management LP2,329$592.0K0.17%+2,329New
GAM Holding AG2,327$591.0K0.03%+2,327New
Wealth Effects LLC2,321$589.0K0.24%+2,321New
MAI Capital Management2,316$588.0K0.01%−233−9.1%Reduced
Aberdeen Wealth Management LLC2,315$588.0K0.38%00.0%Unchanged
Two Sigma Securities, LLC2,306$586.0K0.11%−675−22.6%Reduced