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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| Pendal Group Limited | 15,853 | $2.73M | 0.02% | +15,853 | New |
| AIA Group Ltd | 15,735 | $2.71M | 0.12% | +8,620+121.2% | Added |
| Blair William & Co | 15,611 | $2.69M | 0.01% | +1,724+12.4% | Added |
| Cetera Advisor Networks LLC | 15,545 | $2.68M | 0.03% | −2,507−13.9% | Reduced |
| Moloney Securities Asset Management, LLC | 15,336 | $2.64M | 0.51% | +1,968+14.7% | Added |
| Crossmark Global Holdings, Inc. | 15,323 | $2.64M | 0.06% | −1,280−7.7% | Reduced |
| Exchange Traded Concepts, LLC | 15,089 | $2.60M | 0.05% | +3,761+33.2% | Added |
| US Bancorp | 14,975 | $2.58M | 0.00% | +1,724+13.0% | Added |
| Meitav Dash Investments Ltd | 14,942 | $2.57M | 0.04% | +14,942 | New |
| Financial Advisors Network, Inc. | 14,679 | $2.53M | 0.62% | +13,754+1,486.9% | Added |
| Paragon Capital Management Inc | 14,527 | $2.50M | 2.32% | +5,205+55.8% | Added |
| Shell Asset Management Co | 14,267 | $2.46M | 0.06% | +45+0.3% | Added |
| Regentatlantic Capital LLC | 14,257 | $2.46M | 0.07% | +3,813+36.5% | Added |
| ETF Managers Group, LLC | 13,971 | $2.44M | 0.05% | −21,559−60.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 14,098 | $2.43M | 0.15% | +9,258+191.3% | Added |
| JustInvest LLC | 14,077 | $2.42M | 0.12% | +3,714+35.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,032 | $2.42M | 0.05% | −1,837−11.6% | Reduced |
| Concorde Financial Corp | 17,126 | $2.40M | 1.47% | +2,378+16.1% | Added |
| Richard P Slaughter Associates Inc | 13,882 | $2.39M | 0.90% | +3,192+29.9% | Added |
| HAP Trading, LLC | 13,611 | $2.35M | 0.27% | +3,564+35.5% | Added |
| Nations Financial Group Inc, | 13,586 | $2.34M | 0.28% | +13,586 | New |
| Ameritas Investment Partners, Inc. | 13,458 | $2.32M | 0.08% | −124−0.9% | Reduced |
| Natixis Advisors, L.P. | 13,437 | $2.31M | 0.01% | +3,178+31.0% | Added |
| Princeton Capital Management LLC | 13,350 | $2.30M | 0.71% | +795+6.3% | Added |
| Eqis Capital Management, Inc. | 13,244 | $2.28M | 0.20% | −3,219−19.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 13,213 | $2.28M | 0.04% | −10,000−43.1% | Reduced |
| Arkadios Wealth Advisors | 13,017 | $2.24M | 0.29% | +911+7.5% | Added |
| Slow Capital, Inc. | 12,817 | $2.21M | 0.41% | +673+5.5% | Added |
| Alaska Permanent Fund Corp | 12,800 | $2.21M | 0.04% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 12,581 | $2.17M | 0.28% | +527+4.4% | Added |
| 180 Wealth Advisors, LLC | 13,908 | $2.12M | 0.46% | +890+6.8% | Added |
| Twin Capital Management Inc | 12,314 | $2.12M | 0.23% | −76−0.6% | 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 |
| B. Metzler seel. Sohn & Co. AG | 11,589 | $2.00M | 0.03% | −300−2.5% | Reduced |
| Ontario Teachers Pension Plan Board | 11,513 | $1.98M | 0.02% | +4,337+60.4% | Added |
| Sigma Planning Corp | 11,471 | $1.98M | 0.06% | −549−4.6% | Reduced |
| Patten & Patten Inc | 11,454 | $1.97M | 0.14% | −50−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 11,256 | $1.94M | 0.01% | −581−4.9% | Reduced |
| Harbor Investment Advisory, LLC | 11,211 | $1.93M | 0.26% | −1,587−12.4% | Reduced |
| Old Port Advisors | 10,774 | $1.90M | 0.65% | +401+3.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 10,903 | $1.89M | 0.15% | +1,541+16.5% | 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 |
| First Citizens Bank & Trust Co | 10,585 | $1.82M | 0.07% | +4,749+81.4% | Added |
| Schonfeld Strategic Advisors LLC | 10,504 | $1.81M | 0.02% | +8,838+530.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,412 | $1.79M | 0.16% | +1,089+11.7% | Added |
| Northwest & Ethical Investments L.P. | 10,402 | $1.79M | 0.06% | +10,402 | New |
| Focus Financial Network, Inc. | 10,283 | $1.77M | 0.12% | +10,283 | New |
| Motley Fool Asset Management LLC | 10,007 | $1.72M | 0.13% | −458−4.4% | Reduced |
| Sivik Global Healthcare LLC | 10,000 | $1.72M | 0.71% | +10,000 | New |
| Riverview Capital Advisers, LLC | 10,000 | $1.72M | 0.79% | −50−0.5% | Reduced |
| Montag A & Associates Inc | 9,956 | $1.72M | 0.09% | −154−1.5% | Reduced |
| Stratos Wealth Partners, LTD. | 9,772 | $1.68M | 0.04% | +1,056+12.1% | Added |
| Mirova | 9,703 | $1.67M | 0.22% | −234−2.4% | Reduced |
| Brandywine Managers, LLC | 9,510 | $1.64M | 2.83% | 00.0% | Unchanged |
| Parus Finance (UK) Ltd | 9,367 | $1.61M | 0.58% | −3,296−26.0% | Reduced |
| Centaurus Financial, Inc. | 9,344 | $1.61M | 0.13% | +39+0.4% | Added |
| SeaCrest Wealth Management, LLC | 9,298 | $1.60M | 0.18% | −652−6.6% | Reduced |
| 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 |
| Natixis Investment Managers International | 9,170 | $1.58M | 0.03% | +9,170 | New |
| Fifth Third Bancorp | 9,142 | $1.57M | 0.01% | +2,976+48.3% | Added |
| South Dakota Investment Council | 9,114 | $1.57M | 0.03% | +5,514+153.2% | Added |
| Precision Wealth Strategies, LLC | 9,031 | $1.56M | 0.92% | +4,110+83.5% | Added |
| Cohen Capital Management, Inc. | 9,000 | $1.55M | 0.27% | +9,000 | New |
| Prudential PLC | 8,895 | $1.53M | 0.02% | +5,706+178.9% | Added |
| Redpoint Investment Management Pty Ltd | 8,757 | $1.51M | 0.15% | +760+9.5% | Added |
| C2C Wealth Management, LLC | 9,941 | $1.49M | 0.25% | −2,265−18.6% | Reduced |
| swisspartners Ltd. | 8,650 | $1.49M | 1.18% | +2,250+35.2% | Added |
| Verition Fund Management LLC | 8,344 | $1.44M | 0.03% | +3,863+86.2% | Added |
| AE Wealth Management LLC | 8,336 | $1.44M | 0.01% | +497+6.3% | Added |
| Profit Investment Management, LLC | 8,296 | $1.43M | 0.88% | +6,474+355.3% | Added |
| Captrust Financial Advisors | 8,266 | $1.42M | 0.01% | −427−4.9% | Reduced |
| Stevard, LLC | 8,251 | $1.42M | 1.09% | −541−6.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,200 | $1.41M | 0.09% | 00.0% | Unchanged |
| 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 |
| Independent Financial Group, LLC | 8,140 | $1.40M | 0.11% | −7,495−47.9% | Reduced |
| Everence Capital Management Inc | 8,100 | $1.40M | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,766 | $1.36M | 0.05% | +399+5.4% | Added |
| Foster & Motley Inc | 7,796 | $1.34M | 0.11% | +4,053+108.3% | Added |
| Green Alpha Advisors, LLC | 7,784 | $1.34M | 0.90% | +721+10.2% | Added |
| Siemens Fonds Invest GmbH | 7,758 | $1.34M | 0.11% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 7,716 | $1.33M | 0.42% | +385+5.3% | Added |
| United Maritime Capital LLC | 7,700 | $1.33M | 3.63% | 00.0% | Unchanged |
| Capital Counsel LLC | 7,693 | $1.32M | 0.06% | −6−0.1% | Reduced |
| Alerus Financial NA | 7,659 | $1.32M | 0.11% | +7,659 | New |
| CIBC Private Wealth Group, LLC | 7,648 | $1.32M | 0.00% | +5,393+239.2% | Added |
| One Capital Management, LLC | 7,645 | $1.32M | 0.07% | −482−5.9% | Reduced |
| SevenBridge Financial Group, LLC | 7,621 | $1.31M | 0.46% | +6,176+427.4% | Added |
| Horizon Investments, LLC | 7,581 | $1.31M | 0.04% | +37+0.5% | Added |
| Engineers Gate Manager LP | 7,573 | $1.30M | 0.05% | +5,265+228.1% | Added |
| Wedbush Securities Inc | 7,472 | $1.29M | 0.06% | +392+5.5% | Added |
| Washington Trust Co | 7,462 | $1.28M | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,039 | $1.28M | 0.01% | −176−2.4% | Reduced |
| Moneta Group Investment Advisors LLC | 7,332 | $1.26M | 0.05% | +139+1.9% | Added |
| RPg Family Wealth Advisory, LLC | 7,288 | $1.26M | 0.54% | +510+7.5% | Added |
| 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 |