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 |
|---|---|---|---|---|---|
| Islay Capital Management, LLC | 469 | $81.0K | 0.07% | +104+28.5% | Added |
| Consultiva Wealth Management, Corp. | 475 | $82.0K | 1.97% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 500 | $86.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $86.1K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 520 | $90.0K | 0.05% | +120+30.0% | Added |
| DeDora Capital, Inc. | 520 | $90.0K | 0.04% | +520 | New |
| Proequities, Inc. | 547 | $94.0K | 0.01% | −454−45.4% | Reduced |
| Cambridge Trust Co | 546 | $94.0K | 0.00% | −124−18.5% | Reduced |
| Tyler-Stone Wealth Management | 575 | $99.0K | 0.05% | +215+59.7% | Added |
| Sound Income Strategies, LLC | 600 | $103.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 601 | $104.0K | 0.03% | 00.0% | Unchanged |
| TCWP LLC | 651 | $112.0K | 0.02% | +651 | New |
| Sterling Investment Advisors, Ltd. | 655 | $113.0K | 0.03% | +325+98.5% | Added |
| JFS Wealth Advisors, LLC | 659 | $114.0K | 0.01% | +37+5.9% | Added |
| Crewe Advisors LLC | 675 | $116.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 686 | $118.0K | 0.01% | +10+1.5% | Added |
| Lumina Fund Management LLC | 700 | $121.0K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 709 | $122.1K | 0.01% | −783−52.5% | Reduced |
| Ellevest, Inc. | 743 | $128.0K | 0.01% | +240+47.7% | Added |
| Vigilant Capital Management, LLC | 750 | $129.0K | 0.01% | −8−1.1% | Reduced |
| Tortoise Investment Management, LLC | 750 | $129.0K | 0.02% | +580+341.2% | Added |
| Asset Dedication, LLC | 758 | $131.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 800 | $138.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 826 | $142.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 825 | $142.0K | 0.02% | +801+3,337.5% | Added |
| Salem Investment Counselors Inc | 884 | $152.0K | 0.01% | +28+3.3% | Added |
| BDO Wealth Advisors, LLC | 927 | $160.0K | 0.02% | −93−9.1% | Reduced |
| IFP Advisors, Inc | 4,843 | $163.0K | 0.00% | +3,853+389.2% | Added |
| Joseph P. Lucia & Associates, LLC | 953 | $164.0K | 0.10% | +25+2.7% | Added |
| China Universal Asset Management Co., Ltd. | 966 | $166.0K | 0.06% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 990 | $170.0K | 0.00% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 1,000 | $172.0K | 0.00% | −7,833−88.7% | Reduced |
| Spirit of America Management Corp | 1,000 | $172.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $172.3K | 0.03% | −250−20.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,007 | $173.0K | 0.03% | −169−14.4% | Reduced |
| Heritage Wealth Advisors | 1,002 | $173.0K | 0.01% | 00.0% | Unchanged |
| QVR LLC | 1,018 | $175.0K | 0.70% | +1,018 | New |
| Byrne Asset Management LLC | 1,023 | $176.0K | 0.11% | −199−16.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,042 | $179.0K | 0.04% | −28−2.6% | Reduced |
| Stephens Consulting, LLC | 1,055 | $181.7K | 0.15% | −507−32.5% | Reduced |
| Huntington National Bank | 1,092 | $188.0K | 0.00% | +620+131.4% | Added |
| Resources Management Corp | 1,098 | $189.0K | 0.03% | +121+12.4% | Added |
| Roberts Capital Advisors, LLC | 1,144 | $197.0K | 0.20% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,175 | $202.0K | 0.00% | +1,175 | New |
| ICICI Prudential Asset Management Co Ltd | 1,158 | $203.0K | 0.03% | +158+15.8% | Added |
| Old Mission Investment Co LLC | 1,181 | $203.4K | 0.08% | +100+9.3% | Added |
| Axxcess Wealth Management, LLC | 1,186 | $204.0K | 0.02% | −1,938−62.0% | Reduced |
| HBK Sorce Advisory LLC | 1,187 | $204.0K | 0.01% | −747−38.6% | Reduced |
| Clear Harbor Asset Management, LLC | 1,185 | $204.0K | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,188 | $205.0K | 0.02% | +1,188 | New |
| Minot Wealth Management LLC | 1,188 | $205.0K | 0.04% | +1,188 | New |
| Win Advisors, Inc | 1,193 | $206.0K | 0.05% | +1,193 | New |
| Ausdal Financial Partners, Inc. | 1,202 | $207.0K | 0.03% | +142+13.4% | Added |
| Capital Investment Advisors, LLC | 1,204 | $207.0K | 0.01% | +382+46.5% | Added |
| Hoey Investments, Inc | 1,200 | $207.0K | 0.06% | +414+52.7% | Added |
| Covestor Ltd | 1,199 | $207.0K | 0.14% | +836+230.3% | Added |
| Azimuth Capital Management LLC | 1,208 | $208.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,215 | $209.0K | 0.01% | −51−4.0% | Reduced |
| Advisors Preferred, LLC | 1,189 | $210.0K | 0.02% | +1,189 | New |
| Latitude Advisors, LLC | 1,230 | $212.0K | 0.05% | +410+50.0% | Added |
| Evercore Wealth Management, LLC | 1,235 | $213.0K | 0.00% | −4−0.3% | Reduced |
| Miracle Mile Advisors, LLC | 1,239 | $213.0K | 0.01% | +420+51.3% | Added |
| Van Hulzen Asset Management, LLC | 1,244 | $214.0K | 0.02% | −3,820−75.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,240 | $214.0K | 0.02% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 1,244 | $214.0K | 0.94% | +451+56.9% | Added |
| Banco BTG Pactual S.A. | 1,250 | $215.0K | 0.11% | +1,250 | New |
| Euclidean Technologies Management, LLC | 1,246 | $215.0K | 0.20% | +1,246 | New |
| BOK Financial Private Wealth, Inc. | 1,253 | $216.0K | 0.02% | +138+12.4% | Added |
| Change Path, LLC | 1,262 | $217.0K | 0.01% | −1,251−49.8% | Reduced |
| Childress Capital Advisors, LLC | 1,257 | $217.0K | 0.08% | +286+29.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,265 | $218.0K | 0.11% | +183+16.9% | Added |
| Aristides Capital LLC | 1,268 | $218.0K | 0.15% | +1,268 | New |
| Summit Trail Advisors, LLC | 1,274 | $219.0K | 0.02% | −50−3.8% | Reduced |
| Buckingham Strategic Partners | 1,271 | $219.0K | 0.02% | +1,271 | New |
| Cooper Financial Group | 1,287 | $222.0K | 0.08% | −1,126−46.7% | Reduced |
| Nadler Financial Group, Inc. | 1,295 | $223.0K | 0.03% | −892−40.8% | Reduced |
| Parisi Gray Wealth Management | 1,292 | $223.0K | 0.09% | +170+15.2% | Added |
| Spire Wealth Management | 1,299 | $224.0K | 0.01% | −636−32.9% | Reduced |
| Heritage Investors Management Corp | 1,298 | $224.0K | 0.01% | +53+4.3% | Added |
| Savant Capital, LLC | 1,306 | $225.0K | 0.01% | +132+11.2% | Added |
| Csenge Advisory Group | 1,305 | $225.0K | 0.02% | +382+41.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $225.1K | 0.04% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,326 | $228.0K | 0.06% | +532+67.0% | Added |
| Visionary Wealth Advisors | 1,328 | $229.0K | 0.02% | +195+17.2% | Added |
| NCM Capital Management, LLC | 1,337 | $230.0K | 0.14% | −82−5.8% | Reduced |
| HB Wealth Management, LLC | 1,336 | $230.0K | 0.00% | +1,336 | New |
| First Business Financial Services, Inc. | 1,341 | $231.0K | 0.03% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,342 | $231.0K | 0.10% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,350 | $232.6K | 0.01% | −859−38.9% | Reduced |
| Colony Group LLC | 1,350 | $233.0K | 0.00% | −625−31.6% | Reduced |
| Ritholtz Wealth Management | 1,350 | $233.0K | 0.02% | +15+1.1% | Added |
| Forum Financial Management, LP | 1,362 | $234.0K | 0.01% | +46+3.5% | Added |
| Stonebridge Financial Planning Group, LLC | 1,360 | $234.0K | 0.13% | −350−20.5% | Reduced |
| Pacitti Group Inc. | 1,363 | $235.0K | 0.16% | −220−13.9% | Reduced |
| Pitcairn Co | 1,380 | $238.0K | 0.02% | −291−17.4% | Reduced |
| Lincoln National Corp | 1,383 | $239.0K | 0.00% | −801−36.7% | Reduced |
| Crescent Grove Advisors, LLC | 1,386 | $239.0K | 0.02% | +1,386 | New |
| Heron Financial Group, LLC | 1,392 | $240.0K | 0.12% | +1,392 | New |
| Altman Advisors, Inc. | 1,400 | $241.0K | 0.12% | +1,400 | New |
| Eschler Asset Management LLP | 1,397 | $241.0K | 0.23% | +1,397 | New |