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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
Zullo Investment Group, Inc.1,419$244.0K0.13%+25+1.8%Added
JGP Global Gestao de Recursos Ltda.1,434$247.0K0.14%−262−15.4%Reduced
CPR Investments Inc.1,433$247.0K0.20%+319+28.6%Added
NTB Financial Corp1,448$249.0K0.18%−144−9.0%Reduced
Hilltop Holdings Inc.1,448$250.0K0.03%−2,176−60.0%Reduced
EP Wealth Advisors, LLC1,458$251.0K0.01%−314−17.7%Reduced
DRW Securities, LLC1,455$251.0K0.06%+370+34.1%Added
Anfield Capital Management, LLC1,458$251.0K0.09%+1,458New
Itau Unibanco Holding S.A.1,468$253.0K0.01%+508+52.9%Added
Hoylecohen, LLC1,474$254.0K0.02%−1−0.1%Reduced
Sheets Smith Wealth Management1,479$255.0K0.04%−2,300−60.9%Reduced
Global Retirement Partners, LLC1,930$255.0K0.02%+1,930New
PFG Private Wealth Management, LLC1,481$255.0K0.13%+1,481New
Nkcfo LLC1,500$258.0K0.08%−500−25.0%Reduced
Carret Asset Management, LLC1,500$258.0K0.03%00.0%Unchanged
Boston Private Wealth LLC1,501$258.0K0.00%+164+12.3%Added
Zeke Capital Advisors, LLC1,511$260.0K0.01%+1,511New
Triad Financial Advisors, Inc.1,516$261.0K0.14%+16+1.1%Added
State of Wyoming1,531$264.0K0.13%+614+67.0%Added
Integrated Advisors Network LLC1,536$265.0K0.02%−392−20.3%Reduced
Balasa Dinverno & Foltz LLC1,539$265.0K0.02%−320−17.2%Reduced
Brewin Dolphin Ltd1,538$265.0K0.01%+5+0.3%Added
Resources Investment Advisors, LLC.1,536$265.0K0.01%+401+35.3%Added
Vishria Bird Financial Group, LLC1,551$267.0K0.15%+1,551New
McGuire Investment Group, LLC1,556$268.0K0.05%−142−8.4%Reduced
NorthRock Partners, LLC1,566$270.0K0.02%+193+14.1%Added
Meritage Portfolio Management1,576$271.0K0.02%−35,670−95.8%Reduced
TownSquare Capital, LLC1,588$274.0K0.01%−2,659−62.6%Reduced
Personal Capital Advisors Corp1,591$274.0K0.00%−187−10.5%Reduced
Jupiter Wealth Management LLC1,600$275.0K0.17%−1,584−49.7%Reduced
Grassi Investment Management1,600$276.0K0.03%+1,600New
Duncker Streett & Co Inc1,620$279.0K0.06%+1,200+285.7%Added
Watershed Asset Management, L.L.C.1,632$281.0K0.28%+1,632New
Robertson Stephens Wealth Management, LLC1,645$283.0K0.02%00.0%Unchanged
Dimension Capital Management LLC1,652$284.0K0.05%−850−34.0%Reduced
Vantage Consulting Group Inc1,662$286.0K0.11%+648+63.9%Added
Syntax Advisors, LLC1,662$286.0K0.24%+648+63.9%Added
Lake Street Financial LLC1,664$287.0K0.05%−135−7.5%Reduced
Kraematon Investment Advisors, Inc1,671$288.0K0.27%00.0%Unchanged
Brinker Capital Investments, LLC1,669$288.0K0.00%+489+41.4%Added
Abbot Financial Management, Inc.1,682$290.0K0.14%00.0%Unchanged
Cozad Asset Management Inc1,687$291.0K0.04%+115+7.3%Added
Brown Brothers Harriman & Co1,707$294.0K0.00%00.0%Unchanged
Gries Financial LLC1,715$295.0K0.11%00.0%Unchanged
Allworth Financial LP1,720$296.0K0.00%+515+42.7%Added
Laidlaw Wealth Management LLC1,765$304.0K0.05%−1,050−37.3%Reduced
Cypress Capital Group1,753$304.0K0.04%+732+71.7%Added
Fukoku Mutual Life Insurance Co1,768$305.0K0.02%−1,600−47.5%Reduced
Twin Lakes Capital Management, LLC1,772$305.0K0.17%00.0%Unchanged
Rockland Trust Co1,779$306.0K0.02%00.0%Unchanged
Boenning & Scattergood, Inc.1,785$307.0K0.05%00.0%Unchanged
Smith Group Asset Management, LLC1,780$307.0K0.02%00.0%Unchanged
Clear Street Markets LLC1,801$310.0K0.09%+1,801New
Seeyond1,807$311.0K0.03%−19−1.0%Reduced
Fulton Breakefield Broenniman LLC1,805$311.0K0.03%00.0%Unchanged
Davenport & Co LLC1,808$311.0K0.00%+854+89.5%Added
L & S Advisors Inc1,810$312.0K0.04%−737−28.9%Reduced
Harvest Fund Management Co., Ltd1,818$313.0K0.07%−870−32.4%Reduced
Parsons Capital Management Inc1,820$314.0K0.02%−460−20.2%Reduced
Ballentine Partners, LLC1,818$314.0K0.01%+24+1.3%Added
Ethic Inc.1,827$315.0K0.02%−2,192−54.5%Reduced
L.M. Kohn & Company1,825$315.0K0.12%+1,825New
Venture Visionary Partners LLC1,841$317.0K0.02%+125+7.3%Added
First Command Bank1,852$319.0K0.04%+467+33.7%Added
First Command Financial Services, Inc.1,852$319.0K0.04%−233−11.2%Reduced
Beaumont Financial Partners, LLC1,853$319.0K0.02%+2+0.1%Added
Brighton Jones LLC1,856$320.0K0.01%+102+5.8%Added
Sandy Spring Bank1,865$321.0K0.02%−65−3.4%Reduced
Gsa Capital Partners LLP1,868$322.0K0.04%+1,868New
First Dallas Securities Inc.1,875$323.0K0.18%+10+0.5%Added
Ameritas Advisory Services, LLC1,882$324.0K0.01%−91−4.6%Reduced
Aaron Wealth Advisors56,329$327.0K0.01%+56,329New
Glenmede Trust Co NA1,929$331.0K0.00%−752−28.0%Reduced
Intrust Bank NA1,923$331.0K0.04%+533+38.3%Added
Quadrant Capital Group LLC1,935$333.0K0.04%+213+12.4%Added
Blue Fin Capital, Inc.1,960$337.0K0.10%+514+35.5%Added
Nvest Financial, LLC1,989$343.0K0.28%+1,989New
Harvey Capital Management Inc2,000$344.0K0.11%00.0%Unchanged
Paragon Wealth Strategies, LLC2,000$345.0K0.09%00.0%Unchanged
EMC Capital Management2,000$345.0K0.25%00.0%Unchanged
Peak Financial Management, Inc.2,016$347.0K0.12%00.0%Unchanged
Krilogy Financial LLC2,022$348.0K0.04%−1,440−41.6%Reduced
Johnson Investment Counsel Inc2,023$348.0K0.00%−1,018−33.5%Reduced
Veriti Management LLC2,023$348.0K0.04%+552+37.5%Added
Qtron Investments LLC2,031$350.0K0.08%00.0%Unchanged
Chicago Capital, LLC2,038$351.0K0.02%00.0%Unchanged
Alpha Cubed Investments, LLC2,045$352.0K0.02%+2,045New
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,058$355.0K0.00%+50+2.5%Added
Valeo Financial Advisors, LLC2,058$355.0K0.02%+621+43.2%Added
Summit Asset Management, LLC2,068$356.0K0.10%+205+11.0%Added
Wealth Effects LLC2,071$357.0K0.17%−250−10.8%Reduced
Jump Financial, LLC2,080$358.0K0.02%−1,405−40.3%Reduced
Merit Financial Group, LLC2,091$360.0K0.02%+791+60.8%Added
Peapack Gladstone Financial Corp2,100$362.0K0.01%−3−0.1%Reduced
Cohen Klingenstein LLC2,100$362.0K0.02%00.0%Unchanged
Cim Investment Mangement Inc2,110$363.0K0.12%−2−0.1%Reduced
Jacobi Capital Management LLC2,110$363.0K0.04%+100+5.0%Added
Cresset Asset Management, LLC2,118$365.0K0.00%−408−16.2%Reduced
Orion Portfolio Solutions, LLC2,118$365.0K0.01%+598+39.3%Added
Draper Asset Management, LLC2,126$366.0K0.30%+2,126New