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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
Warberg Asset Management LLC1,501$381.0K0.11%+1,501New
Springs Capital (Hong Kong) Ltd1,500$381.0K1.06%+1,500New
Triad Financial Advisors, Inc.1,500$381.0K0.23%+1,500New
Koshinski Asset Management, Inc.1,492$378.9K0.03%−924−38.2%Reduced
Hoylecohen, LLC1,475$375.0K0.03%+381+34.8%Added
Range Financial Group LLC1,471$374.0K0.25%−2,141−59.3%Reduced
Veriti Management LLC1,471$374.0K0.05%−64−4.2%Reduced
Whittier Trust Co1,458$370.0K0.01%+400+37.8%Added
Financial Advocates Investment Management1,452$369.0K0.03%−6,095−80.8%Reduced
SevenBridge Financial Group, LLC1,445$367.0K0.11%−1,519−51.2%Reduced
Founders Financial Alliance, LLC1,446$367.0K0.15%+60+4.3%Added
Blue Fin Capital, Inc.1,446$367.0K0.10%+715+97.8%Added
Valeo Financial Advisors, LLC1,437$365.0K0.02%+110+8.3%Added
Accuvest Global Advisors1,437$365.0K0.16%+1,437New
DFPG Investments, LLC2,166$363.0K0.15%−14,131−86.7%Reduced
Fountainhead AM, LLC1,421$361.0K0.16%00.0%Unchanged
Perigon Wealth Management, LLC1,417$360.0K0.03%+58+4.3%Added
NCM Capital Management, LLC1,419$360.0K0.32%+1,419New
Zullo Investment Group, Inc.1,394$354.0K0.18%+1,394New
Intrust Bank NA1,390$353.0K0.04%+1,390New
NorthRock Partners, LLC1,373$349.0K0.03%+455+49.6%Added
Vigilare Wealth Management1,360$345.0K0.20%+1,360New
Virtus ETF Advisers LLC1,342$341.0K0.13%−866−39.2%Reduced
Marcum Wealth, LLC1,344$341.0K0.05%+37+2.8%Added
First Business Financial Services, Inc.1,341$341.0K0.04%+341+34.1%Added
Boston Private Wealth LLC1,337$340.0K0.01%+59+4.6%Added
Ritholtz Wealth Management1,335$339.0K0.02%−61−4.4%Reduced
Crescent Capital Consulting, LLC1,335$339.0K0.06%+200+17.6%Added
Summit Trail Advisors, LLC1,324$336.0K0.02%+138+11.6%Added
Alethea Capital Management, LLC1,317$334.0K0.29%+1,317New
Forum Financial Management, LP1,316$334.0K0.02%+1,316New
Brookstone Capital Management1,545$330.0K0.01%−5,145−76.9%Reduced
Merit Financial Group, LLC1,300$330.0K0.03%+170+15.0%Added
Roman Butler Fullerton & Co1,270$323.0K0.14%−100−7.3%Reduced
Guardian Wealth Advisors, LLC1,270$323.0K0.14%+1,270New
Mutual Advisors, LLC1,269$322.0K0.02%−3,243−71.9%Reduced
Dynamic Advisor Solutions LLC1,266$322.0K0.02%−246−16.3%Reduced
Essex Private Wealth Management, LLC1,267$322.0K0.27%−1−0.1%Reduced
Estabrook Capital Management1,250$317.5K0.05%+1,250New
Simplex Trading, LLC1,250$317.0K0.01%−25,831−95.4%Reduced
Sargent Investment Group, LLC1,250$317.0K0.07%−20−1.6%Reduced
Marino, Stram & Associates LLC1,249$317.0K0.10%+38+3.1%Added
Heritage Investors Management Corp1,245$316.0K0.01%+575+85.8%Added
Evercore Wealth Management, LLC1,239$315.0K0.01%00.0%Unchanged
McKinley Carter Wealth Services, Inc.1,240$315.0K0.02%00.0%Unchanged
Silvercrest Asset Management Group LLC1,230$312.0K0.00%+30+2.5%Added
Exencial Wealth Advisors, LLC1,224$311.0K0.02%+110+9.9%Added
Byrne Asset Management LLC1,222$310.0K0.20%+1,222New
GM Advisory Group, Inc.1,213$308.0K0.03%−40−3.2%Reduced
Azimuth Capital Management LLC1,208$307.0K0.01%+1,208New
Allworth Financial LP1,205$306.0K0.00%−187−13.4%Reduced
Western Wealth Management, LLC1,196$306.0K0.03%+1,196New
Clear Harbor Asset Management, LLC1,185$301.0K0.03%+25+2.2%Added
CFS Investment Advisory Services, LLC1,774$300.0K0.04%+431+32.1%Added
Brinker Capital Investments, LLC1,180$300.0K0.00%+1,180New
Patriot Financial Group Insurance Agency, LLC1,176$299.0K0.05%−2,161−64.8%Reduced
Humankind Investments LLC1,178$299.0K0.12%+438+59.2%Added
Capital International Sarl1,175$298.0K0.01%+1,175New
Savant Capital, LLC1,174$298.0K0.01%+1,174New
Sabadell Asset Management, S.A S.G.I.I.C1,416$297.6K0.05%00.0%Unchanged
Stokes Family Office, LLC1,171$297.0K0.04%+9+0.8%Added
Amplius Wealth Advisors, LLC1,167$296.0K0.04%+1,167New
StoneX Group Inc.1,164$295.6K0.03%+82+7.6%Added
Enterprise Bank & Trust Co1,160$295.0K0.10%00.0%Unchanged
Coastal Investment Advisors, Inc.1,151$292.0K0.06%+256+28.6%Added
Grant Street Asset Management, Inc.1,150$292.0K0.15%+1,150New
Roberts Capital Advisors, LLC1,144$291.0K0.27%+1,144New
Main Street Research LLC1,140$290.0K0.02%−7−0.6%Reduced
Resources Investment Advisors, LLC.1,135$288.0K0.01%−115−9.2%Reduced
Equitable Holdings, Inc.1,135$288.0K0.00%+487+75.2%Added
Visionary Wealth Advisors1,133$288.0K0.02%+1,133New
RFG Advisory, LLC1,128$286.0K0.02%+536+90.5%Added
Parisi Gray Wealth Management1,122$285.0K0.11%−86−7.1%Reduced
Congress Park Capital LLC1,121$285.0K0.14%+1,121New
Richwood Investment Advisors, LLC1,121$285.0K0.25%+1,121New
BOK Financial Private Wealth, Inc.1,115$283.0K0.02%−62−5.3%Reduced
CPR Investments Inc.1,114$283.0K0.20%+1,114New
Y-Intercept (Hong Kong) Ltd1,106$281.0K0.07%+1,106New
Wright Investors Service Inc1,101$280.0K0.07%+11+1.0%Added
Signet Financial Management, LLC1,101$280.0K0.04%+194+21.4%Added
Convergence Investment Partners, LLC1,100$279.0K0.14%−402−26.8%Reduced
Aviance Capital Partners, LLC1,100$279.0K0.05%−45−3.9%Reduced
Cannell Peter B & Co Inc1,100$279.0K0.01%00.0%Unchanged
West Family Investments, Inc.1,091$277.0K0.08%−107−8.9%Reduced
Winfield Associates, Inc.1,085$276.0K0.09%−3,725−77.4%Reduced
DRW Securities, LLC1,085$276.0K0.02%+1,085New
Newbridge Financial Services Group, Inc.1,082$275.0K0.13%+64+6.3%Added
Vestmark Advisory Solutions, Inc.1,084$275.0K0.02%+564+108.5%Added
Old Mission Investment Co LLC1,081$274.6K0.10%−50−4.4%Reduced
Professional Advisory Services Inc1,077$274.0K0.04%00.0%Unchanged
Stonebridge Financial Planning Group, LLC1,710$273.0K0.14%−50−2.8%Reduced
Thompson Davis & Co., Inc.1,075$273.0K0.23%+1,075New
GPS Wealth Strategies Group, LLC1,070$272.0K0.06%−145−11.9%Reduced
First Wilshire Securities Management Inc1,071$272.0K0.08%+1,071New
Ausdal Financial Partners, Inc.1,060$269.0K0.04%+309+41.1%Added
Fayez Sarofim & Co1,050$267.0K0.00%−750−41.7%Reduced
Private Capital Management LLC1,049$266.0K0.09%00.0%Unchanged
Laurion Capital Management LP1,048$266.0K0.00%+1,048New
Albion Financial Group1,035$263.0K0.02%−30−2.8%Reduced
Wintrust Investments LLC1,034$263.0K0.02%+1,034New