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 |
|---|---|---|---|---|---|
| Westwood Wealth Management | 2,150 | $370.0K | 0.28% | −4,250−66.4% | Reduced |
| Independent Advisor Alliance | 2,157 | $372.0K | 0.02% | −404−15.8% | Reduced |
| Hillsdale Investment Management Inc. | 2,170 | $374.0K | 0.02% | +100+4.8% | Added |
| GAM Holding AG | 2,174 | $375.0K | 0.02% | −153−6.6% | Reduced |
| Fisher Asset Management, LLC | 2,200 | $379.0K | 0.00% | −385−14.9% | Reduced |
| GraniteShares Advisors LLC | 2,258 | $388.0K | 0.21% | +325+16.8% | Added |
| Humankind Investments LLC | 2,259 | $389.0K | 0.16% | +1,081+91.8% | Added |
| Lindbrook Capital, LLC | 2,262 | $390.0K | 0.06% | +148+7.0% | Added |
| RB Capital Management, LLC | 2,267 | $391.0K | 0.13% | +158+7.5% | Added |
| Spearhead Capital Advisors, LLC | 2,275 | $392.0K | 0.05% | +744+48.6% | Added |
| IHT Wealth Management, LLC | 2,290 | $394.0K | 0.03% | −1,399−37.9% | Reduced |
| Level Four Advisory Services, LLC | 2,308 | $398.0K | 0.03% | +272+13.4% | Added |
| StoneX Group Inc. | 2,316 | $399.0K | 0.03% | +1,152+99.0% | Added |
| Aberdeen Wealth Management LLC | 2,315 | $399.0K | 0.27% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,324 | $400.0K | 0.17% | −100−4.1% | Reduced |
| Congress Park Capital LLC | 2,330 | $401.0K | 0.21% | +1,209+107.9% | Added |
| Alps Advisors Inc | 2,359 | $406.0K | 0.00% | +1,492+172.1% | Added |
| Almanack Investment Partners, LLC. | 2,379 | $410.0K | 0.04% | +737+44.9% | Added |
| AdvisorNet Financial, Inc | 2,408 | $415.0K | 0.03% | −34−1.4% | Reduced |
| Cable Hill Partners, LLC | 2,419 | $417.0K | 0.27% | +215+9.8% | Added |
| Abbrea Capital, LLC | 2,434 | $419.0K | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,437 | $420.0K | 0.01% | +381+18.5% | Added |
| Laurel Wealth Advisors, Inc. | 2,455 | $423.0K | 0.04% | −14−0.6% | Reduced |
| Avaii Wealth Management, LLC | 2,462 | $424.0K | 0.39% | +2,462 | New |
| Autonomy Capital (Jersey) L.P. | 2,472 | $426.0K | 1.76% | +2,472 | New |
| Means Investment Co., Inc. | 2,480 | $427.0K | 0.08% | −189−7.1% | Reduced |
| Mount Lucas Management LP | 2,481 | $427.0K | 0.12% | +152+6.5% | Added |
| Vanguard Capital Wealth Advisors | 2,485 | $428.0K | 0.31% | +1,625+189.0% | Added |
| Ascent Group, LLC | 2,482 | $428.0K | 0.05% | +2,482 | New |
| M Holdings Securities, Inc. | 2,498 | $430.0K | 0.03% | +2,498 | New |
| CastleKnight Management LP | 2,500 | $431.0K | 0.12% | +2,500 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,524 | $435.0K | 0.10% | +1,567+163.7% | Added |
| Legacy Private Trust Co. | 2,529 | $436.0K | 0.03% | −411−14.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,537 | $437.0K | 0.04% | −2,270−47.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,538 | $437.0K | 0.01% | +194+8.3% | Added |
| Adamsbrown Wealth Consultants LLC | 2,545 | $438.0K | 0.35% | +398+18.5% | Added |
| Cahill Wealth Management, LLC | 2,570 | $442.0K | 0.33% | +2,570 | New |
| Western Wealth Management, LLC | 2,576 | $444.0K | 0.02% | +1,380+115.4% | Added |
| Lee Financial Co | 2,608 | $449.0K | 0.08% | −4−0.2% | Reduced |
| Conning Inc. | 2,640 | $455.0K | 0.01% | −440−14.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,639 | $455.0K | 0.02% | +2,639 | New |
| Brown Advisory Inc | 2,653 | $457.0K | 0.00% | +317+13.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,679 | $461.0K | 0.00% | −55,553−95.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,150 | $462.0K | 0.02% | −127−3.9% | Reduced |
| Principle Wealth Partners LLC | 2,737 | $471.0K | 0.05% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,520 | $473.0K | 0.09% | +495+16.4% | Added |
| Pinnacle Associates Ltd | 2,763 | $476.0K | 0.01% | +230+9.1% | Added |
| GFG Capital, LLC | 2,770 | $477.0K | 0.14% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,801 | $483.0K | 0.06% | −1,585−36.1% | Reduced |
| Prospera Financial Services Inc | 2,809 | $484.0K | 0.02% | +106+3.9% | Added |
| Stamos Capital Partners, L.P. | 2,810 | $484.0K | 0.16% | +2,810 | New |
| Coldstream Capital Management Inc | 2,831 | $488.0K | 0.02% | +49+1.8% | Added |
| Philadelphia Trust Co | 2,840 | $489.0K | 0.04% | −150−5.0% | Reduced |
| Pathstone Family Office, LLC | 2,836 | $489.0K | 0.01% | +651+29.8% | Added |
| Sentry Investment Management LLC | 2,843 | $490.0K | 0.16% | −502−15.0% | Reduced |
| Great Valley Advisor Group, Inc. | 2,812 | $490.0K | 0.03% | +99+3.6% | Added |
| Cornerstone Wealth Management, LLC | 2,850 | $491.0K | 0.05% | −465−14.0% | Reduced |
| B. Riley Wealth Management, Inc. | 2,848 | $491.0K | 0.04% | +163+6.1% | Added |
| MAI Capital Management | 2,851 | $491.0K | 0.01% | +535+23.1% | Added |
| Bristlecone Advisors, LLC | 2,856 | $492.0K | 0.06% | −2,486−46.5% | Reduced |
| Bluestein R H & Co | 2,861 | $493.0K | 0.02% | −250−8.0% | Reduced |
| MMBG Investment Advisors Co. | 2,860 | $493.0K | 0.05% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,875 | $495.0K | 0.25% | +1,438+100.1% | Added |
| Keybank National Association | 2,877 | $496.0K | 0.00% | +521+22.1% | Added |
| Diversified Trust Co | 2,889 | $498.0K | 0.02% | +137+5.0% | Added |
| Perfromance Wealth Partners, LLC | 2,910 | $501.0K | 0.02% | +1,200+70.2% | Added |
| Susquehanna International Securities, Ltd. | 2,876 | $502.0K | 0.40% | −675−19.0% | Reduced |
| Greenleaf Trust | 2,919 | $503.0K | 0.01% | +192+7.0% | Added |
| Keebeck Wealth Management, LLC | 2,930 | $505.0K | 0.08% | 00.0% | Unchanged |
| Empirical Finance, LLC | 2,941 | $507.0K | 0.06% | +749+34.2% | Added |
| Ropes Wealth Advisors LLC | 2,968 | $511.0K | 0.09% | −6−0.2% | Reduced |
| Regal Investment Advisors LLC | 2,966 | $511.0K | 0.05% | +875+41.8% | Added |
| Fund Management at Engine No. 1 LLC | 2,985 | $514.0K | 0.13% | +2,985 | New |
| Beaumont Asset Management, L.L.C. | 3,002 | $517.0K | 0.35% | +69+2.4% | Added |
| BlueCrest Capital Management Ltd | 3,000 | $517.0K | 0.04% | +3,000 | New |
| Assenagon Asset Management S.A. | 3,051 | $526.0K | 0.00% | +350+13.0% | Added |
| Private Capital Management LLC | 3,070 | $529.0K | 0.17% | +2,021+192.7% | Added |
| Asset Management Corp | 3,075 | $530.0K | 0.32% | +3,075 | New |
| Merriman Wealth Management, LLC | 3,101 | $534.0K | 0.04% | +3,101 | New |
| Stephens Inc | 3,114 | $536.0K | 0.01% | +193+6.6% | Added |
| Sequoia Financial Advisors, LLC | 3,150 | $543.0K | 0.01% | +523+19.9% | Added |
| People's United Financial, Inc. | 3,167 | $546.0K | 0.02% | −367−10.4% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,171 | $546.2K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,186 | $548.0K | 0.00% | +932+41.3% | Added |
| First Manhattan Co | 3,209 | $552.0K | 0.00% | −236−6.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,215 | $554.0K | 0.35% | −1,845−36.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,221 | $555.0K | 0.07% | +3,221 | New |
| Avitas Wealth Management LLC | 3,228 | $556.0K | 0.10% | −866−21.2% | Reduced |
| Ci Investments Inc. | 3,234 | $557.0K | 0.00% | +1,358+72.4% | Added |
| Credit Capital Investments LLC | 3,241 | $558.0K | 0.52% | −307−8.7% | Reduced |
| DuPont Capital Management Corp | 3,267 | $563.0K | 0.02% | −1,509−31.6% | Reduced |
| Xcel Wealth Management, LLC | 3,276 | $564.0K | 0.15% | −2,435−42.6% | Reduced |
| Wade G W & Inc | 3,278 | $565.0K | 0.02% | +34+1.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,278 | $565.0K | 0.02% | +3,278 | New |
| Balentine LLC | 3,342 | $576.0K | 0.02% | +1,240+59.0% | Added |
| Wedmont Private Capital | 3,347 | $577.0K | 0.13% | +1,276+61.6% | Added |
| World Equity Group, Inc. | 3,350 | $577.1K | 0.12% | +3,350 | New |
| Apollon Wealth Management, LLC | 3,366 | $580.0K | 0.04% | −2,236−39.9% | Reduced |
| Wellington Shields & Co., LLC | 3,377 | $582.0K | 0.19% | +1,345+66.2% | Added |
| Rathbone Brothers plc | 3,403 | $586.0K | 0.01% | +3,403 | New |