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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; 784 institutions reported holding it in 13F filings for Q2 2026, worth $22.3B in total; no superinvestor holds it.

13F holders, Q1 2022

Institutional positions in Moderna, Inc. as of Mar 31, 2022. 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
1,009
−89 vs. Q4 2021
Shares held
248.8M
+2.14M (+0.9%) vs. Q4 2021
Total value
$42.8B
−$19.7B (−31.5%) vs. Q4 2021
New holders
132
403 more added
Sold out
221
329 more reduced

14 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 1,009 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: 784 institutions
Value heldQ1 2022: $42.8B
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 2026784$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, Q1 2022

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q4 2021.

Institutions holding MRNA in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
CFS Investment Advisory Services, LLC13,609$00.00%+11,835+667.1%Added
Curi Capital2$00.00%00.0%Unchanged
Wellington Shields Capital Management, LLC2$00.00%+2New
Investors Research Corp2$00.00%+2New
WestEnd Advisors, LLC–$5160.00%––
Macroview Investment Management LLC7$1.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc7$1.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC6$1.00K0.00%+1+20.0%Added
Cranbrook Wealth Management, LLC4$1.00K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC4$1.00K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC5$1.00K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.4$1.00K0.00%00.0%Unchanged
West Paces Advisors Inc.10$1.72K0.00%+10New
First Horizon Advisors, Inc.14$2.00K0.00%−126−90.0%Reduced
Financial Connections Group, Inc.16$2.00K0.00%00.0%Unchanged
First Personal Financial Services13$2.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC15$2.00K0.00%00.0%Unchanged
RWM Asset Management, LLC10$2.00K0.00%00.0%Unchanged
Schubert & Co13$2.00K0.00%+7+116.7%Added
Tompkins Financial Corp10$2.00K0.00%+10New
MCF Advisors LLC9$2.00K0.00%+9New
Disciplined Investments, LLC13$2.00K0.00%+13New
Smithfield Trust Co20$3.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.19$3.00K0.00%−1−5.0%Reduced
Carolinas Wealth Consulting LLC15$3.00K0.00%−6−28.6%Reduced
Hazlett, Burt & Watson, Inc.15$3.00K0.00%+15New
1832 Asset Management L.P.15$3.00K0.00%+15New
Davidson Capital Management Inc.17$3.00K0.00%+17New
WR Wealth Planners, LLC18$3.10K0.00%+18New
Loomis Sayles & Co L P26$4.00K0.00%−725−96.5%Reduced
FinTrust Capital Advisors, LLC22$4.00K0.00%−105−82.7%Reduced
Pacific Center for Financial Services24$4.00K0.00%00.0%Unchanged
Strategic Asset Management, LLC25$4.00K0.01%00.0%Unchanged
GW&K Investment Management, LLC22$4.00K0.00%+22New
Cordant, Inc.21$4.00K0.00%+21New
Bivin & Associates, Inc.30$5.00K0.00%−86−74.1%Reduced
Fortis Advisors, LLC28$5.00K0.00%00.0%Unchanged
Rise Advisors, LLC27$5.00K0.00%00.0%Unchanged
Gradient Investments LLC35$6.00K0.00%−70−66.7%Reduced
Washington Trust Advisors, Inc.35$6.00K0.00%00.0%Unchanged
Creative Financial Designs Inc33$6.00K0.00%00.0%Unchanged
Castleview Partners, LLC35$6.00K0.00%+35New
Atlas Capital Advisors LLC37$6.37K0.00%+37New
Gs Investments, Inc.48$7.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC44$7.00K0.00%+1+2.3%Added
Sandy Cove Advisors, LLC43$7.00K0.01%+15+53.6%Added
City Holding Co40$7.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC38$7.00K0.00%+20+111.1%Added
San Luis Wealth Advisors LLC28$7.00K0.00%+28New
Raffa Wealth Management, LLC41$7.06K0.00%−3−6.8%Reduced
Glen Eagle Advisors, LLC46$7.92K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.46$7.92K0.00%+17+58.6%Added
Professional Financial Advisors, LLC44$8.00K0.00%−125−74.0%Reduced
Farmers & Merchants Investments Inc47$8.00K0.00%−9−16.1%Reduced
Wolff Wiese Magana LLC46$8.00K0.01%00.0%Unchanged
Burleson & Company, LLC45$8.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC50$8.00K0.00%+41+455.6%Added
Annapolis Financial Services, LLC47$8.00K0.00%+39+487.5%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.50$9.00K0.01%−756−93.8%Reduced
Corbenic Partners LLC55$9.00K0.00%−9−14.1%Reduced
Graves-Light Private Wealth Management, Inc.50$9.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC50$9.00K0.01%00.0%Unchanged
Charter Oak Capital Management, LLC56$9.00K0.00%+10+21.7%Added
Dixon Hughes Goodman Wealth Advisors LLC55$9.00K0.00%+29+111.5%Added
Capital Advisors, Ltd. LLC52$9.00K0.00%+52New
Rockbridge Investment Management, LCC55$9.71K0.00%−10−15.4%Reduced
Operose Advisors LLC60$10.0K0.01%00.0%Unchanged
Simon Quick Advisors, LLC59$10.0K0.00%+3+5.4%Added
Blue Bell Private Wealth Management, LLC60$10.0K0.00%+60New
Joseph Group Capital Management60$10.0K0.01%+60New
EverSource Wealth Advisors, LLC64$11.0K0.00%−14−17.9%Reduced
Massmutual Trust Co FSB65$11.0K0.00%+34+109.7%Added
Rock Creek Group, LP62$11.0K0.00%+31+100.0%Added
Caldwell Trust Co65$11.2K0.00%00.0%Unchanged
Whittier Trust Co70$12.0K0.00%−1,388−95.2%Reduced
Manchester Capital Management LLC68$12.0K0.00%−373−84.6%Reduced
Northern Oak Wealth Management Inc70$12.0K0.00%−15−17.6%Reduced
Atticus Wealth Management, LLC70$12.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.70$12.0K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.69$12.0K0.01%+69New
US Asset Management LLC75$13.0K0.01%+75New
Carmichael Hill & Associates, Inc.81$14.0K0.01%−25−23.6%Reduced
Lake Point Wealth Management80$14.0K0.01%−25−23.8%Reduced
PYA Waltman Capital, LLC81$14.0K0.01%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC86$15.0K0.01%+86New
Core Alternative Capital95$16.0K0.00%+81+578.6%Added
TSFG, LLC101$17.0K0.01%−61−37.7%Reduced
West Branch Capital LLC101$17.0K0.01%00.0%Unchanged
Field & Main Bank100$17.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC100$17.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.100$17.0K0.01%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.100$17.0K0.01%00.0%Unchanged
Emfo, LLC100$17.0K0.02%00.0%Unchanged
Aquatic Capital Management LLC100$17.0K0.03%+100New
Clear Perspectives Financial Planning, LLC100$17.0K0.01%+100New
Freedman Financial Associates, Inc.100$17.0K0.01%+100New
Insight Financial Services110$18.0K0.02%00.0%Unchanged
Bellwether Advisors, LLC110$18.0K0.01%00.0%Unchanged
American Research & Management Co.104$18.0K0.00%00.0%Unchanged
MV Capital Management, Inc.106$18.0K0.00%+24+29.3%Added