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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 4,731 | $1.20M | 0.07% | 00.0% | Unchanged |
| Northeast Investment Management | 6,992 | $1.20M | 0.06% | −1,120−13.8% | Reduced |
| Aurora Investment Counsel | 7,031 | $1.21M | 0.77% | +1,221+21.0% | Added |
| American Portfolios Advisors | 7,069 | $1.22M | 0.04% | +713+11.2% | Added |
| Truist Financial Corp | 7,088 | $1.22M | 0.00% | −33,285−82.4% | Reduced |
| E Fund Management Co., Ltd. | 7,200 | $1.24M | 0.04% | +1,477+25.8% | Added |
| International Assets Investment Management, LLC | 7,209 | $1.24M | 0.22% | −5,034−41.1% | Reduced |
| D.A. Davidson & Co. | 7,235 | $1.25M | 0.01% | +92+1.3% | Added |
| Great Lakes Advisors, LLC | 7,272 | $1.25M | 0.02% | −31,467−81.2% | Reduced |
| Commerce Bank | 7,278 | $1.25M | 0.01% | −277−3.7% | Reduced |
| Illinois Municipal Retirement Fund | 7,281 | $1.25M | 0.04% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 7,288 | $1.26M | 0.54% | +510+7.5% | Added |
| Moneta Group Investment Advisors LLC | 7,332 | $1.26M | 0.05% | +139+1.9% | Added |
| TD Waterhouse Canada Inc. | 7,039 | $1.28M | 0.01% | −176−2.4% | Reduced |
| Washington Trust Co | 7,462 | $1.28M | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,472 | $1.29M | 0.06% | +392+5.5% | Added |
| Engineers Gate Manager LP | 7,573 | $1.30M | 0.05% | +5,265+228.1% | Added |
| Horizon Investments, LLC | 7,581 | $1.31M | 0.04% | +37+0.5% | Added |
| SevenBridge Financial Group, LLC | 7,621 | $1.31M | 0.46% | +6,176+427.4% | Added |
| One Capital Management, LLC | 7,645 | $1.32M | 0.07% | −482−5.9% | Reduced |
| CIBC Private Wealth Group, LLC | 7,648 | $1.32M | 0.00% | +5,393+239.2% | Added |
| Alerus Financial NA | 7,659 | $1.32M | 0.11% | +7,659 | New |
| Capital Counsel LLC | 7,693 | $1.32M | 0.06% | −6−0.1% | Reduced |
| United Maritime Capital LLC | 7,700 | $1.33M | 3.63% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 7,716 | $1.33M | 0.42% | +385+5.3% | Added |
| Siemens Fonds Invest GmbH | 7,758 | $1.34M | 0.11% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 7,784 | $1.34M | 0.90% | +721+10.2% | Added |
| Foster & Motley Inc | 7,796 | $1.34M | 0.11% | +4,053+108.3% | Added |
| Parallel Advisors, LLC | 7,766 | $1.36M | 0.05% | +399+5.4% | Added |
| Everence Capital Management Inc | 8,100 | $1.40M | 0.11% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 8,140 | $1.40M | 0.11% | −7,495−47.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,188 | $1.41M | 0.01% | −92,153−91.8% | Reduced |
| Symmetry Partners, LLC | 8,185 | $1.41M | 0.09% | −1,266−13.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,200 | $1.41M | 0.09% | 00.0% | Unchanged |
| Stevard, LLC | 8,251 | $1.42M | 1.09% | −541−6.2% | Reduced |
| Captrust Financial Advisors | 8,266 | $1.42M | 0.01% | −427−4.9% | Reduced |
| Profit Investment Management, LLC | 8,296 | $1.43M | 0.88% | +6,474+355.3% | Added |
| AE Wealth Management LLC | 8,336 | $1.44M | 0.01% | +497+6.3% | Added |
| Verition Fund Management LLC | 8,344 | $1.44M | 0.03% | +3,863+86.2% | Added |
| swisspartners Ltd. | 8,650 | $1.49M | 1.18% | +2,250+35.2% | Added |
| C2C Wealth Management, LLC | 9,941 | $1.49M | 0.25% | −2,265−18.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 8,757 | $1.51M | 0.15% | +760+9.5% | Added |
| Prudential PLC | 8,895 | $1.53M | 0.02% | +5,706+178.9% | Added |
| Cohen Capital Management, Inc. | 9,000 | $1.55M | 0.27% | +9,000 | New |
| Precision Wealth Strategies, LLC | 9,031 | $1.56M | 0.92% | +4,110+83.5% | Added |
| South Dakota Investment Council | 9,114 | $1.57M | 0.03% | +5,514+153.2% | Added |
| Fifth Third Bancorp | 9,142 | $1.57M | 0.01% | +2,976+48.3% | Added |
| Natixis Investment Managers International | 9,170 | $1.58M | 0.03% | +9,170 | New |
| AtonRa Partners | 9,256 | $1.59M | 0.87% | −4,482−32.6% | Reduced |
| CV Advisors LLC | 9,255 | $1.59M | 1.13% | −985−9.6% | Reduced |
| SeaCrest Wealth Management, LLC | 9,298 | $1.60M | 0.18% | −652−6.6% | Reduced |
| Centaurus Financial, Inc. | 9,344 | $1.61M | 0.13% | +39+0.4% | Added |
| Parus Finance (UK) Ltd | 9,367 | $1.61M | 0.58% | −3,296−26.0% | Reduced |
| Brandywine Managers, LLC | 9,510 | $1.64M | 2.83% | 00.0% | Unchanged |
| Mirova | 9,703 | $1.67M | 0.22% | −234−2.4% | Reduced |
| Stratos Wealth Partners, LTD. | 9,772 | $1.68M | 0.04% | +1,056+12.1% | Added |
| Montag A & Associates Inc | 9,956 | $1.72M | 0.09% | −154−1.5% | Reduced |
| Riverview Capital Advisers, LLC | 10,000 | $1.72M | 0.79% | −50−0.5% | Reduced |
| Sivik Global Healthcare LLC | 10,000 | $1.72M | 0.71% | +10,000 | New |
| Motley Fool Asset Management LLC | 10,007 | $1.72M | 0.13% | −458−4.4% | Reduced |
| Focus Financial Network, Inc. | 10,283 | $1.77M | 0.12% | +10,283 | New |
| Northwest & Ethical Investments L.P. | 10,402 | $1.79M | 0.06% | +10,402 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 10,412 | $1.79M | 0.16% | +1,089+11.7% | Added |
| Schonfeld Strategic Advisors LLC | 10,504 | $1.81M | 0.02% | +8,838+530.5% | Added |
| First Citizens Bank & Trust Co | 10,585 | $1.82M | 0.07% | +4,749+81.4% | Added |
| Catalyst Capital Advisors LLC | 10,905 | $1.88M | 0.08% | +57+0.5% | Added |
| Intercontinental Wealth Advisors, LLC | 10,900 | $1.88M | 0.43% | +10,900 | New |
| Gerber Kawasaki Wealth & Investment Management | 10,903 | $1.89M | 0.15% | +1,541+16.5% | Added |
| Old Port Advisors | 10,774 | $1.90M | 0.65% | +401+3.9% | Added |
| Harbor Investment Advisory, LLC | 11,211 | $1.93M | 0.26% | −1,587−12.4% | Reduced |
| United Capital Financial Advisers, LLC | 11,256 | $1.94M | 0.01% | −581−4.9% | Reduced |
| Patten & Patten Inc | 11,454 | $1.97M | 0.14% | −50−0.4% | Reduced |
| Sigma Planning Corp | 11,471 | $1.98M | 0.06% | −549−4.6% | Reduced |
| Ontario Teachers Pension Plan Board | 11,513 | $1.98M | 0.02% | +4,337+60.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,589 | $2.00M | 0.03% | −300−2.5% | Reduced |
| Panagora Asset Management Inc | 12,157 | $2.09M | 0.01% | −5,698−31.9% | Reduced |
| Capital Financial Services, LLC | 12,154 | $2.09M | 2.46% | +100+0.8% | Added |
| Twin Capital Management Inc | 12,314 | $2.12M | 0.23% | −76−0.6% | Reduced |
| 180 Wealth Advisors, LLC | 13,908 | $2.12M | 0.46% | +890+6.8% | Added |
| Circle Wealth Management, LLC | 12,581 | $2.17M | 0.28% | +527+4.4% | Added |
| Alaska Permanent Fund Corp | 12,800 | $2.21M | 0.04% | 00.0% | Unchanged |
| Slow Capital, Inc. | 12,817 | $2.21M | 0.41% | +673+5.5% | Added |
| Arkadios Wealth Advisors | 13,017 | $2.24M | 0.29% | +911+7.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 13,213 | $2.28M | 0.04% | −10,000−43.1% | Reduced |
| Eqis Capital Management, Inc. | 13,244 | $2.28M | 0.20% | −3,219−19.6% | Reduced |
| Princeton Capital Management LLC | 13,350 | $2.30M | 0.71% | +795+6.3% | Added |
| Natixis Advisors, L.P. | 13,437 | $2.31M | 0.01% | +3,178+31.0% | Added |
| Ameritas Investment Partners, Inc. | 13,458 | $2.32M | 0.08% | −124−0.9% | Reduced |
| Nations Financial Group Inc, | 13,586 | $2.34M | 0.28% | +13,586 | New |
| HAP Trading, LLC | 13,611 | $2.35M | 0.27% | +3,564+35.5% | Added |
| Richard P Slaughter Associates Inc | 13,882 | $2.39M | 0.90% | +3,192+29.9% | Added |
| Concorde Financial Corp | 17,126 | $2.40M | 1.47% | +2,378+16.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,032 | $2.42M | 0.05% | −1,837−11.6% | Reduced |
| JustInvest LLC | 14,077 | $2.42M | 0.12% | +3,714+35.8% | Added |
| Reynders McVeigh Capital Management, LLC | 14,098 | $2.43M | 0.15% | +9,258+191.3% | Added |
| ETF Managers Group, LLC | 13,971 | $2.44M | 0.05% | −21,559−60.7% | Reduced |
| Regentatlantic Capital LLC | 14,257 | $2.46M | 0.07% | +3,813+36.5% | Added |
| Shell Asset Management Co | 14,267 | $2.46M | 0.06% | +45+0.3% | Added |
| Paragon Capital Management Inc | 14,527 | $2.50M | 2.32% | +5,205+55.8% | Added |
| Financial Advisors Network, Inc. | 14,679 | $2.53M | 0.62% | +13,754+1,486.9% | Added |