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, 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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookstone Capital Management | 0 | $0 | 0.00% | −1,545−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| Essex Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −1,249−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −1,213−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| Enterprise Bank & Trust Co | 0 | $0 | 0.00% | −1,160−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Richwood Investment Advisors, LLC | 0 | $0 | 0.00% | −1,121−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Cannell Peter B & Co Inc | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Winfield Associates, Inc. | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Professional Advisory Services Inc | 0 | $0 | 0.00% | −1,077−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| First Wilshire Securities Management Inc | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Arbor Capital Management Inc | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Cohen Lawrence B | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −1,017−100.0% | Sold out |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Defender Capital, LLC. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Capital Planning LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| One Day In July LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Forefront Wealth Management Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −1,074−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Weik Capital Management | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| Beaton Management Co. Inc. | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| WNY Asset Management, LLC | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Welch Group, LLC | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Dowling & Yahnke LLC | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Hancock Whitney Investment Services Inc. | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Frisch Financial Group, Inc. | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| Royal Capital Wealth Management, LLC | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Periscope Capital Inc. | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Lattice Capital Management, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Elk River Wealth Management, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| KRS Capital Management, LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Avondale Wealth Management | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |