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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 111 | $19.0K | 0.00% | −70−38.7% | Reduced |
| Hall Laurie J Trustee | 110 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 108 | $19.0K | 0.00% | +65+151.2% | Added |
| Addison Advisors LLC | 119 | $20.0K | 0.01% | −49−29.2% | Reduced |
| TFC Financial Management | 118 | $20.0K | 0.01% | +26+28.3% | Added |
| Rational Advisors LLC | 114 | $20.0K | 0.00% | +114 | New |
| Accel Wealth Management | 117 | $21.0K | 0.01% | +7+6.4% | Added |
| Heritage Wealth Management, LLC | 120 | $21.0K | 0.01% | +120 | New |
| North Star Investment Management Corp. | 125 | $22.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 126 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 125 | $22.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 126 | $22.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 132 | $23.0K | 0.01% | −126−48.8% | Reduced |
| Bogart Wealth, LLC | 135 | $23.0K | 0.00% | −15−10.0% | Reduced |
| Covington Capital Management | 135 | $23.0K | 0.00% | +57+73.1% | Added |
| GHP Investment Advisors, Inc. | 131 | $23.0K | 0.00% | +131 | New |
| Harel Insurance Investments & Financial Services Ltd. | 140 | $24.0K | 0.00% | −10,264−98.7% | Reduced |
| Trustcore Financial Services, LLC | 137 | $24.0K | 0.00% | −28−17.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 143 | $25.0K | 0.00% | −107−42.8% | Reduced |
| Central Bank & Trust Co | 148 | $25.0K | 0.00% | +43+41.0% | Added |
| South State Corp. | 150 | $26.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 150 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 153 | $26.0K | 0.01% | +2+1.3% | Added |
| John W. Brooker & Co., CPAs | 150 | $26.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $26.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 150 | $26.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 150 | $26.0K | 0.02% | +150 | New |
| Tradewinds Capital Management, LLC | 157 | $27.0K | 0.00% | +4+2.6% | Added |
| Navigation Wealth Management, Inc. | 154 | $27.0K | 0.25% | 00.0% | Unchanged |
| Earnest Partners LLC | 161 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 163 | $28.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 161 | $28.0K | 0.00% | +24+17.5% | Added |
| FourThought Financial, LLC | 176 | $30.0K | 0.00% | +115+188.5% | Added |
| Reitz Capital Advisors LLC | 175 | $30.0K | 0.02% | +175 | New |
| Oliver Lagore Vanvalin Investment Group | 173 | $30.0K | 0.02% | +173 | New |
| Kelly Financial Services LLC | 175 | $30.1K | 0.01% | −13−6.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 194 | $33.0K | 0.01% | +144+288.0% | Added |
| Cullen/Frost Bankers, Inc. | 200 | $34.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 199 | $34.0K | 0.01% | +69+53.1% | Added |
| Concord Wealth Partners | 204 | $35.0K | 0.01% | −98−32.5% | Reduced |
| Financial Perspectives, Inc | 206 | $35.4K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 209 | $36.0K | 0.01% | +200+2,222.2% | Added |
| Fieldpoint Private Securities, LLC | 214 | $37.0K | 0.01% | +109+103.8% | Added |
| Ancora Advisors, LLC | 220 | $38.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 222 | $38.0K | 0.01% | +222 | New |
| Winch Advisory Services, LLC | 227 | $39.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 225 | $39.0K | 0.02% | +5+2.3% | Added |
| Old Second National Bank of Aurora | 225 | $39.0K | 0.01% | +225 | New |
| CarsonAllaria Wealth Management, Ltd. | 235 | $40.0K | 0.04% | +7+3.1% | Added |
| Riverview Trust Co | 235 | $40.0K | 0.03% | +235 | New |
| Global Financial Private Client, LLC | 230 | $40.6K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 238 | $41.0K | 0.03% | −113−32.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 239 | $41.0K | 0.00% | +10+4.4% | Added |
| Costello Asset Management, INC | 240 | $41.0K | 0.03% | +175+269.2% | Added |
| SJS Investment Consulting Inc. | 252 | $43.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $43.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 267 | $46.0K | 0.01% | −31−10.4% | Reduced |
| Webster Bank, N. A. | 266 | $46.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 265 | $46.0K | 0.01% | +97+57.7% | Added |
| Brewin Dolphin Wealth Management Ltd | 268 | $46.0K | 0.01% | +184+219.0% | Added |
| AlphaMark Advisors, LLC | 275 | $47.0K | 0.02% | −140−33.7% | Reduced |
| Zions Bancorporation, N.A. | 275 | $47.0K | 0.00% | +14+5.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 280 | $48.0K | 0.01% | +51+22.3% | Added |
| Stonebridge Capital Advisors LLC | 283 | $49.0K | 0.01% | +125+79.1% | Added |
| Herold Advisors, Inc. | 290 | $50.0K | 0.02% | +290 | New |
| Center for Financial Planning, Inc. | 288 | $50.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 292 | $50.0K | 0.00% | +292 | New |
| Endurance Wealth Management, Inc. | 300 | $52.0K | 0.01% | −150−33.3% | Reduced |
| PrairieView Partners, LLC | 300 | $52.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $52.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 307 | $53.0K | 0.00% | +6+2.0% | Added |
| CVA Family Office, LLC | 310 | $53.0K | 0.01% | +25+8.8% | Added |
| Parkside Financial Bank & Trust | 309 | $53.0K | 0.01% | +196+173.5% | Added |
| Bartlett & Co. LLC | 310 | $53.0K | 0.00% | +310 | New |
| Bartlett & Co. Wealth Management LLC | 310 | $53.4K | 0.00% | +310 | New |
| Tradition Wealth Management, LLC | 313 | $54.0K | 0.01% | −22−6.6% | Reduced |
| Toth Financial Advisory Corp | 322 | $55.0K | 0.01% | +12+3.9% | Added |
| Horan Securities, Inc. | 327 | $56.0K | 0.03% | −139−29.8% | Reduced |
| SOA Wealth Advisors, LLC. | 328 | $56.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 325 | $56.0K | 0.00% | +168+107.0% | Added |
| Valley National Advisers Inc | 329 | $57.0K | 0.01% | +88+36.5% | Added |
| PSI Advisors, LLC | 336 | $58.0K | 0.02% | −102−23.3% | Reduced |
| TCI Wealth Advisors, Inc. | 355 | $61.0K | 0.01% | −256−41.9% | Reduced |
| Clearstead Advisors, LLC | 354 | $61.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 353 | $61.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 365 | $63.0K | 0.02% | −13−3.4% | Reduced |
| Baldwin Brothers Inc | 363 | $63.0K | 0.01% | +29+8.7% | Added |
| Brown, Lisle/Cummings, Inc. | 385 | $66.3K | 0.03% | 00.0% | Unchanged |
| Monolith Advisors | 266 | $68.0K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 397 | $68.0K | 0.02% | +222+126.9% | Added |
| Atwood & Palmer Inc | 400 | $69.0K | 0.01% | −400−50.0% | Reduced |
| Piscataqua Savings Bank | 410 | $71.0K | 0.05% | +85+26.2% | Added |
| Country Trust Bank | 418 | $72.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 426 | $73.0K | 0.00% | −105−19.8% | Reduced |
| Ellis Investment Partners, LLC | 425 | $73.0K | 0.02% | +225+112.5% | Added |
| Private Capital Group, LLC | 442 | $76.0K | 0.02% | +60+15.7% | Added |
| TD Private Client Wealth LLC | 449 | $77.3K | 0.00% | +412+1,113.5% | Added |
| Quent Capital, LLC | 471 | $81.0K | 0.02% | −291−38.2% | Reduced |