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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 2,308 | $586.0K | 0.03% | +507+28.2% | Added |
| Cutler Group LP | 2,290 | $581.0K | 0.04% | +2,290 | New |
| Parsons Capital Management Inc | 2,280 | $579.0K | 0.04% | −775−25.4% | 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 |
| Birinyi Associates Inc | 2,250 | $571.0K | 0.18% | −2,400−51.6% | Reduced |
| Columbia Asset Management | 2,215 | $563.0K | 0.11% | −755−25.4% | Reduced |
| Kingsview Wealth Management, LLC | 2,209 | $561.0K | 0.02% | −1,141−34.1% | Reduced |
| Cable Hill Partners, LLC | 2,204 | $560.0K | 0.12% | −2−0.1% | Reduced |
| Empirical Finance, LLC | 2,192 | $557.0K | 0.07% | +2,192 | New |
| Lincoln National Corp | 2,184 | $555.0K | 0.01% | −1,032−32.1% | Reduced |
| Nadler Financial Group, Inc. | 2,187 | $555.0K | 0.08% | −310−12.4% | Reduced |
| Pathstone Family Office, LLC | 2,185 | $554.0K | 0.01% | −1,760−44.6% | Reduced |
| MBB Public Markets I LLC | 2,157 | $548.0K | 0.01% | +2,157 | New |
| Altium Wealth Management LLC | 2,148 | $546.0K | 0.04% | +2,148 | New |
| Adamsbrown Wealth Consultants LLC | 2,147 | $545.0K | 0.49% | +2,147 | New |
| New England Research & Management, Inc. | 2,123 | $539.0K | 0.26% | −428−16.8% | Reduced |
| Lindbrook Capital, LLC | 2,114 | $537.0K | 0.08% | +1,698+408.2% | Added |
| RB Capital Management, LLC | 2,109 | $536.0K | 0.17% | +144+7.3% | Added |
| Cim Investment Mangement Inc | 2,112 | $536.0K | 0.16% | +925+77.9% | Added |
| Peapack Gladstone Financial Corp | 2,103 | $534.0K | 0.01% | −9−0.4% | Reduced |
| Balentine LLC | 2,102 | $534.0K | 0.02% | +2,102 | New |
| Cohen Klingenstein LLC | 2,100 | $533.0K | 0.02% | −25−1.2% | Reduced |
| First Command Bank | 1,385 | $533.0K | 0.09% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,091 | $531.0K | 0.05% | +89+4.4% | Added |
| First Command Financial Services, Inc. | 2,085 | $529.0K | 0.08% | +700+50.5% | Added |
| Hillsdale Investment Management Inc. | 2,070 | $525.0K | 0.04% | −332−13.8% | Reduced |
| Park Avenue Securities LLC | 2,056 | $522.0K | 0.01% | +166+8.8% | Added |
| Chicago Capital, LLC | 2,038 | $518.0K | 0.02% | −72−3.4% | Reduced |
| Level Four Advisory Services, LLC | 2,036 | $517.0K | 0.04% | +1,354+198.5% | Added |
| Harbour Investments, Inc. | 2,032 | $516.0K | 0.03% | −6,677−76.7% | Reduced |
| Qtron Investments LLC | 2,031 | $516.0K | 0.12% | −1,636−44.6% | Reduced |
| Wellington Shields & Co., LLC | 2,032 | $516.0K | 0.10% | +2,032 | New |
| Peak Financial Management, Inc. | 2,016 | $512.0K | 0.17% | −160−7.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,008 | $510.0K | 0.00% | −23−1.1% | Reduced |
| Jacobi Capital Management LLC | 2,010 | $510.0K | 0.06% | +1,509+301.2% | Added |
| Paragon Wealth Strategies, LLC | 2,000 | $508.0K | 0.12% | 00.0% | Unchanged |
| EMC Capital Management | 2,000 | $508.0K | 0.27% | 00.0% | Unchanged |
| Nkcfo LLC | 2,000 | $508.0K | 0.16% | +2,000 | New |
| Harvey Capital Management Inc | 2,000 | $507.0K | 0.16% | 00.0% | Unchanged |
| Colony Group LLC | 1,975 | $502.0K | 0.01% | +750+61.2% | Added |
| Ameritas Advisory Services, LLC | 1,973 | $501.0K | 0.02% | +1,973 | New |
| Spire Wealth Management | 1,935 | $491.0K | 0.01% | −2,635−57.7% | Reduced |
| HBK Sorce Advisory LLC | 1,934 | $491.0K | 0.02% | +313+19.3% | Added |
| JT Stratford LLC | 1,929 | $490.0K | 0.13% | −2,062−51.7% | Reduced |
| Integrated Advisors Network LLC | 1,928 | $490.0K | 0.03% | −369−16.1% | Reduced |
| Sandy Spring Bank | 1,930 | $490.0K | 0.02% | +673+53.5% | Added |
| GraniteShares Advisors LLC | 1,933 | $490.0K | 0.23% | +1,933 | New |
| Vahanian & Associates Financial Planning Inc. | 1,901 | $483.0K | 0.39% | +1,901 | New |
| Ci Investments Inc. | 1,876 | $476.0K | 0.00% | +343+22.4% | Added |
| First Dallas Securities Inc. | 1,865 | $474.0K | 0.31% | −50−2.6% | Reduced |
| Summit Asset Management, LLC | 1,863 | $473.0K | 0.13% | −868−31.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,859 | $472.0K | 0.03% | +299+19.2% | Added |
| Beaumont Financial Partners, LLC | 1,851 | $470.0K | 0.03% | −10−0.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,844 | $468.0K | 0.16% | +1,844 | New |
| Seeyond | 1,826 | $463.0K | 0.04% | −772−29.7% | Reduced |
| Profit Investment Management, LLC | 1,822 | $462.0K | 0.29% | +1,822 | New |
| Lombard Odier Asset Management (Switzerland) SA | 1,809 | $459.0K | 0.03% | +1,809 | New |
| Fulton Breakefield Broenniman LLC | 1,805 | $458.0K | 0.03% | −150−7.7% | Reduced |
| Lake Street Financial LLC | 1,799 | $457.0K | 0.08% | +1,096+155.9% | Added |
| Ballentine Partners, LLC | 1,794 | $455.0K | 0.01% | −1−0.1% | Reduced |
| Boenning & Scattergood, Inc. | 1,785 | $453.0K | 0.07% | +505+39.5% | Added |
| Rockland Trust Co | 1,779 | $452.0K | 0.03% | −7−0.4% | Reduced |
| Personal Capital Advisors Corp | 1,778 | $452.0K | 0.00% | +266+17.6% | Added |
| Smith Group Asset Management, LLC | 1,780 | $452.0K | 0.02% | +560+45.9% | Added |
| Twin Lakes Capital Management, LLC | 1,772 | $450.0K | 0.24% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,772 | $450.0K | 0.01% | +61+3.6% | Added |
| Arete Wealth Advisors, LLC | 1,824 | $447.0K | 0.04% | −359−16.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,760 | $447.0K | 0.09% | +1,670+1,855.6% | Added |
| Brighton Jones LLC | 1,754 | $446.0K | 0.02% | +29+1.7% | Added |
| Avidian Wealth Solutions, LLC | 1,751 | $445.0K | 0.03% | −1,099−38.6% | Reduced |
| Pantheon Investment Group, LLC | 1,719 | $442.0K | 0.35% | +1,719 | New |
| Quadrant Capital Group LLC | 1,722 | $437.0K | 0.05% | −47−2.7% | Reduced |
| Gries Financial LLC | 1,715 | $436.0K | 0.18% | −200−10.4% | Reduced |
| Venture Visionary Partners LLC | 1,716 | $435.0K | 0.03% | −134−7.2% | Reduced |
| Wedmont Private Capital | 2,071 | $435.0K | 0.13% | +2,071 | New |
| Brown Brothers Harriman & Co | 1,707 | $434.0K | 0.00% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,710 | $434.0K | 0.02% | +1,710 | New |
| JGP Global Gestao de Recursos Ltda. | 1,696 | $431.0K | 0.20% | −3−0.2% | Reduced |
| McGuire Investment Group, LLC | 1,698 | $431.0K | 0.07% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,682 | $427.0K | 0.19% | +94+5.9% | Added |
| Pitcairn Co | 1,671 | $424.0K | 0.03% | −1,141−40.6% | Reduced |
| Kraematon Investment Advisors, Inc | 1,671 | $424.0K | 0.38% | +1,671 | New |
| Schonfeld Strategic Advisors LLC | 1,666 | $423.0K | 0.00% | −3,034−64.6% | Reduced |
| KCM Investment Advisors LLC | 1,645 | $418.0K | 0.01% | +211+14.7% | Added |
| Robertson Stephens Wealth Management, LLC | 1,645 | $417.0K | 0.04% | +183+12.5% | Added |
| Almanack Investment Partners, LLC. | 1,642 | $417.0K | 0.03% | +873+113.5% | Added |
| Perennial Investment Advisors, LLC | 1,635 | $415.0K | 0.13% | +334+25.7% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 1,633 | $415.0K | 0.46% | +1,633 | New |
| NTB Financial Corp | 1,592 | $404.0K | 0.28% | +1,592 | New |
| Pacitti Group Inc. | 1,583 | $402.0K | 0.26% | −19−1.2% | Reduced |
| Graham Capital Management, L.P. | 1,577 | $400.0K | 0.02% | −7,220−82.1% | Reduced |
| Stonnington Group, LLC | 1,800 | $399.0K | 0.09% | −475−20.9% | Reduced |
| Cozad Asset Management Inc | 1,572 | $399.0K | 0.06% | +357+29.4% | Added |
| Stephens Consulting, LLC | 1,562 | $396.7K | 0.34% | +1,562 | New |
| Brewin Dolphin Ltd | 1,533 | $389.0K | 0.02% | −890−36.7% | Reduced |
| Spearhead Capital Advisors, LLC | 1,531 | $389.0K | 0.05% | +5+0.3% | Added |
| Orion Portfolio Solutions, LLC | 1,520 | $386.0K | 0.01% | −219−12.6% | Reduced |
| Crestwood Advisors Group LLC | 1,513 | $384.0K | 0.01% | +59+4.1% | Added |
| Carret Asset Management, LLC | 1,500 | $381.0K | 0.04% | 00.0% | Unchanged |