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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 3,521 | $607.0K | 0.07% | +164+4.9% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,629 | $625.0K | 0.22% | +1,785+96.8% | Added |
| Beacon Pointe Advisors, LLC | 3,688 | $635.0K | 0.01% | −701−16.0% | Reduced |
| Signaturefd, LLC | 3,703 | $638.0K | 0.02% | +522+16.4% | Added |
| Clarius Group, LLC | 2,567 | $652.0K | 0.05% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 3,818 | $658.0K | 0.36% | +3,818 | New |
| Heritage Trust Co | 3,845 | $662.0K | 0.09% | +432+12.7% | Added |
| Abundance Wealth Counselors | 3,884 | $669.0K | 0.18% | +3,884 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,905 | $673.0K | 0.04% | −293−7.0% | Reduced |
| Exane Derivatives | 3,917 | $674.7K | 0.19% | −14−0.4% | Reduced |
| Quantinno Capital Management LP | 3,919 | $675.0K | 0.10% | +3,919 | New |
| XR Securities LLC | 3,933 | $677.0K | 0.15% | −11,980−75.3% | Reduced |
| Claro Advisors LLC | 2,669 | $678.0K | 0.24% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,939 | $679.0K | 0.01% | +229+6.2% | Added |
| Fairfield Financial Advisors, LTD | 3,983 | $686.1K | 0.25% | +3,983 | New |
| Cito Capital Group, LLC | 4,000 | $689.0K | 0.31% | +3,000+300.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,000 | $689.0K | 0.13% | +4,000 | New |
| Triumph Capital Management | 4,020 | $692.0K | 0.30% | +4,020 | New |
| Keebeck Alpha, LP | 4,039 | $696.0K | 0.21% | 00.0% | Unchanged |
| Impala Asset Management LLC | 4,082 | $703.0K | 0.06% | −818−16.7% | Reduced |
| Synovus Financial Corp | 4,049 | $704.0K | 0.01% | +300+8.0% | Added |
| XTX Topco Ltd | 4,188 | $721.0K | 0.32% | −971−18.8% | Reduced |
| Prairiewood Capital, LLC | 4,205 | $724.0K | 0.51% | +4,205 | New |
| McAdam, LLC | 4,206 | $725.0K | 0.07% | +486+13.1% | Added |
| Mason & Associates Inc | 4,260 | $734.0K | 0.22% | −502−10.5% | Reduced |
| Strategic Investment Advisors | 4,295 | $740.0K | 0.14% | +4,295 | New |
| EHP Funds Inc. | 4,300 | $741.0K | 0.12% | +4,300 | New |
| Advisor Partners LLC | 4,329 | $746.0K | 0.05% | −651−13.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,330 | $746.0K | 0.01% | +934+27.5% | Added |
| Lido Advisors, LLC | 4,438 | $764.0K | 0.01% | +1,187+36.5% | Added |
| Sofos Investments, Inc. | 2,465 | $766.0K | 0.06% | −8,195−76.9% | Reduced |
| Westwood Holdings Group Inc. | 4,461 | $769.0K | 0.01% | −1,334−23.0% | Reduced |
| Pinnacle Private Wealth, LLC | 4,539 | $782.0K | 0.24% | +1,251+38.0% | Added |
| Carl P. Sherr & Co., LLC | 4,576 | $788.0K | 0.53% | −319−6.5% | Reduced |
| Advisory Services Network, LLC | 4,602 | $793.0K | 0.02% | +990+27.4% | Added |
| Corient Capital Partners, LLC | 4,619 | $796.0K | 0.05% | +367+8.6% | Added |
| Altium Wealth Management LLC | 4,619 | $796.0K | 0.05% | +2,471+115.0% | Added |
| Reik & Co., LLC | 4,635 | $798.0K | 0.20% | +1,400+43.3% | Added |
| Pictet & Cie (Europe) SA | 4,743 | $817.0K | 0.03% | −1,454−23.5% | Reduced |
| Walleye Trading LLC | 4,749 | $818.0K | 0.02% | −86,653−94.8% | Reduced |
| J.W. Cole Advisors, Inc. | 4,764 | $821.0K | 0.06% | +1,230+34.8% | Added |
| NuWave Investment Management, LLC | 4,819 | $830.0K | 1.11% | +1,644+51.8% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 4,819 | $830.0K | 0.31% | +4,819 | New |
| Veritable, L.P. | 4,835 | $833.0K | 0.01% | +1,196+32.9% | Added |
| Flagship Harbor Advisors, LLC | 4,967 | $856.0K | 0.08% | −328−6.2% | Reduced |
| Lavaca Capital LLC | 5,000 | $861.0K | 0.37% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 5,000 | $861.0K | 0.05% | 00.0% | Unchanged |
| Privium Fund Management B.V. | 5,000 | $861.0K | 0.19% | +5,000 | New |
| Aft, Forsyth & Sober, LLC | 5,050 | $870.0K | 0.34% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 5,062 | $874.0K | 0.01% | −204−3.9% | Reduced |
| TrimTabs Asset Management, LLC | 5,071 | $874.0K | 0.29% | +5,071 | New |
| Donoghue Forlines LLC | 5,071 | $874.0K | 0.19% | +5,071 | New |
| Congress Wealth Management LLC | 5,058 | $878.0K | 0.02% | −1,582−23.8% | Reduced |
| Polianta Ltd | 5,100 | $878.0K | 0.57% | +5,100 | New |
| Snowden Capital Advisors LLC | 5,140 | $885.0K | 0.04% | +2,518+96.0% | Added |
| Geneos Wealth Management Inc. | 5,195 | $894.0K | 0.04% | +16+0.3% | Added |
| Baird Financial Group, Inc. | 5,279 | $909.0K | 0.00% | −1,109−17.4% | Reduced |
| Gladstone Institutional Advisory LLC | 5,280 | $910.0K | 0.06% | −1,707−24.4% | Reduced |
| Beck Bode, LLC | 5,390 | $928.0K | 0.21% | +5,390 | New |
| IBM Retirement Fund | 5,400 | $930.0K | 0.13% | −235−4.2% | Reduced |
| Hongkou Capital LP | 5,400 | $930.0K | 1.30% | +5,400 | New |
| Benchmark Investment Advisors LLC | 5,446 | $938.0K | 0.71% | +383+7.6% | Added |
| Vestcor Inc | 5,450 | $939.0K | 0.03% | −10,390−65.6% | Reduced |
| Belpointe Asset Management LLC | 5,492 | $946.0K | 0.06% | +328+6.4% | Added |
| Metis Global Partners, LLC | 5,530 | $953.0K | 0.11% | +2,450+79.5% | Added |
| Paloma Partners Management Co | 5,540 | $954.0K | 0.07% | +1,087+24.4% | Added |
| Arrowstreet Capital, Limited Partnership | 5,552 | $956.0K | 0.00% | −493,089−98.9% | Reduced |
| Money Concepts Capital Corp | 5,550 | $956.0K | 0.05% | +931+20.2% | Added |
| Cetera Advisors LLC | 5,647 | $973.0K | 0.02% | −7,746−57.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,661 | $975.0K | 0.08% | +778+15.9% | Added |
| Clare Market Investments LLC | 5,680 | $978.4K | 0.31% | +5,680 | New |
| Oak Grove Capital LLC | 5,690 | $980.0K | 0.21% | +100+1.8% | Added |
| Wetherby Asset Management Inc | 5,821 | $1.00M | 0.06% | +1,212+26.3% | Added |
| Tudor Investment Corp Et Al | 5,833 | $1.00M | 0.03% | −3,849−39.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,871 | $1.01M | 0.04% | +316+5.7% | Added |
| Mather Group, LLC. | 5,895 | $1.01M | 0.02% | +5,895 | New |
| SRB Corp | 5,924 | $1.02M | 0.06% | 00.0% | Unchanged |
| Maven Securities LTD | 5,977 | $1.03M | 0.21% | +3,281+121.7% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,993 | $1.03M | 0.75% | +5,993 | New |
| IndexIQ Advisors LLC | 6,076 | $1.05M | 0.04% | +298+5.2% | Added |
| Cigna Investments Inc | 6,086 | $1.05M | 0.13% | −1,854−23.4% | Reduced |
| Kovack Advisors, Inc. | 6,100 | $1.05M | 0.11% | −739−10.8% | Reduced |
| Coastal Capital Group, Inc. | 6,108 | $1.05M | 0.25% | −18−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 6,249 | $1.08M | 0.05% | −675−9.7% | Reduced |
| Chelsea Counsel Co | 6,380 | $1.10M | 0.48% | −25−0.4% | Reduced |
| Ieq Capital, LLC | 6,397 | $1.10M | 0.03% | +917+16.7% | Added |
| Integrated Wealth Concepts LLC | 6,415 | $1.10M | 0.03% | +601+10.3% | Added |
| Redwood Investments, LLC | 6,458 | $1.11M | 0.11% | −9,446−59.4% | Reduced |
| Acadian Asset Management LLC | 6,460 | $1.11M | 0.00% | −1,291−16.7% | Reduced |
| Bridgeway Capital Management, LLC | 6,500 | $1.12M | 0.02% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 7,872 | $1.12M | 0.78% | +7,872 | New |
| Osher Van de Voorde Investment Management | 6,565 | $1.13M | 0.25% | +125+1.9% | Added |
| PGGM Investments | 4,452 | $1.13M | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,588 | $1.14M | 0.04% | −2,636−28.6% | Reduced |
| Perigon Wealth Management, LLC | 6,653 | $1.15M | 0.08% | +5,236+369.5% | Added |
| Hudson Canyon Capital Management | 6,725 | $1.16M | 0.92% | +525+8.5% | Added |
| Northwestern Mutual Wealth Management Co | 6,774 | $1.17M | 0.00% | +743+12.3% | Added |
| CWM, LLC | 6,784 | $1.17M | 0.01% | +3,595+112.7% | Added |
| Steward Partners Investment Advisory, LLC | 6,808 | $1.17M | 0.02% | −9,682−58.7% | Reduced |
| Wealthcare Advisory Partners LLC | 6,849 | $1.18M | 0.07% | −1,336−16.3% | Reduced |