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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 7,272 | $1.25M | 0.02% | −31,467−81.2% | Reduced |
| D.A. Davidson & Co. | 7,235 | $1.25M | 0.01% | +92+1.3% | Added |
| International Assets Investment Management, LLC | 7,209 | $1.24M | 0.22% | −5,034−41.1% | Reduced |
| E Fund Management Co., Ltd. | 7,200 | $1.24M | 0.04% | +1,477+25.8% | Added |
| Truist Financial Corp | 7,088 | $1.22M | 0.00% | −33,285−82.4% | Reduced |
| American Portfolios Advisors | 7,069 | $1.22M | 0.04% | +713+11.2% | Added |
| Aurora Investment Counsel | 7,031 | $1.21M | 0.77% | +1,221+21.0% | Added |
| Northeast Investment Management | 6,992 | $1.20M | 0.06% | −1,120−13.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,731 | $1.20M | 0.07% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,849 | $1.18M | 0.07% | −1,336−16.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,808 | $1.17M | 0.02% | −9,682−58.7% | Reduced |
| CWM, LLC | 6,784 | $1.17M | 0.01% | +3,595+112.7% | Added |
| Northwestern Mutual Wealth Management Co | 6,774 | $1.17M | 0.00% | +743+12.3% | Added |
| Hudson Canyon Capital Management | 6,725 | $1.16M | 0.92% | +525+8.5% | Added |
| Perigon Wealth Management, LLC | 6,653 | $1.15M | 0.08% | +5,236+369.5% | Added |
| National Asset Management, Inc. | 6,588 | $1.14M | 0.04% | −2,636−28.6% | Reduced |
| 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 |
| Capstone Triton Financial Group, LLC | 7,872 | $1.12M | 0.78% | +7,872 | New |
| Bridgeway Capital Management, LLC | 6,500 | $1.12M | 0.02% | 00.0% | Unchanged |
| 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 |
| Integrated Wealth Concepts LLC | 6,415 | $1.10M | 0.03% | +601+10.3% | Added |
| Ieq Capital, LLC | 6,397 | $1.10M | 0.03% | +917+16.7% | Added |
| Chelsea Counsel Co | 6,380 | $1.10M | 0.48% | −25−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 6,249 | $1.08M | 0.05% | −675−9.7% | Reduced |
| Coastal Capital Group, Inc. | 6,108 | $1.05M | 0.25% | −18−0.3% | Reduced |
| Kovack Advisors, Inc. | 6,100 | $1.05M | 0.11% | −739−10.8% | Reduced |
| Cigna Investments Inc | 6,086 | $1.05M | 0.13% | −1,854−23.4% | Reduced |
| IndexIQ Advisors LLC | 6,076 | $1.05M | 0.04% | +298+5.2% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,993 | $1.03M | 0.75% | +5,993 | New |
| Maven Securities LTD | 5,977 | $1.03M | 0.21% | +3,281+121.7% | Added |
| SRB Corp | 5,924 | $1.02M | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,895 | $1.01M | 0.02% | +5,895 | New |
| Beacon Investment Advisory Services, Inc. | 5,871 | $1.01M | 0.04% | +316+5.7% | Added |
| Tudor Investment Corp Et Al | 5,833 | $1.00M | 0.03% | −3,849−39.8% | Reduced |
| Wetherby Asset Management Inc | 5,821 | $1.00M | 0.06% | +1,212+26.3% | Added |
| Oak Grove Capital LLC | 5,690 | $980.0K | 0.21% | +100+1.8% | Added |
| Clare Market Investments LLC | 5,680 | $978.4K | 0.31% | +5,680 | New |
| Tokio Marine Asset Management Co Ltd | 5,661 | $975.0K | 0.08% | +778+15.9% | Added |
| Cetera Advisors LLC | 5,647 | $973.0K | 0.02% | −7,746−57.8% | Reduced |
| 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 |
| Paloma Partners Management Co | 5,540 | $954.0K | 0.07% | +1,087+24.4% | Added |
| Metis Global Partners, LLC | 5,530 | $953.0K | 0.11% | +2,450+79.5% | Added |
| Belpointe Asset Management LLC | 5,492 | $946.0K | 0.06% | +328+6.4% | Added |
| Vestcor Inc | 5,450 | $939.0K | 0.03% | −10,390−65.6% | Reduced |
| Benchmark Investment Advisors LLC | 5,446 | $938.0K | 0.71% | +383+7.6% | Added |
| 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 |
| Beck Bode, LLC | 5,390 | $928.0K | 0.21% | +5,390 | New |
| Gladstone Institutional Advisory LLC | 5,280 | $910.0K | 0.06% | −1,707−24.4% | Reduced |
| Baird Financial Group, Inc. | 5,279 | $909.0K | 0.00% | −1,109−17.4% | Reduced |
| Geneos Wealth Management Inc. | 5,195 | $894.0K | 0.04% | +16+0.3% | Added |
| Snowden Capital Advisors LLC | 5,140 | $885.0K | 0.04% | +2,518+96.0% | Added |
| 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 |
| 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 |
| Aft, Forsyth & Sober, LLC | 5,050 | $870.0K | 0.34% | 00.0% | Unchanged |
| 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 |
| Flagship Harbor Advisors, LLC | 4,967 | $856.0K | 0.08% | −328−6.2% | Reduced |
| Veritable, L.P. | 4,835 | $833.0K | 0.01% | +1,196+32.9% | 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 |
| J.W. Cole Advisors, Inc. | 4,764 | $821.0K | 0.06% | +1,230+34.8% | Added |
| Walleye Trading LLC | 4,749 | $818.0K | 0.02% | −86,653−94.8% | Reduced |
| Pictet & Cie (Europe) SA | 4,743 | $817.0K | 0.03% | −1,454−23.5% | Reduced |
| Reik & Co., LLC | 4,635 | $798.0K | 0.20% | +1,400+43.3% | 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 |
| Advisory Services Network, LLC | 4,602 | $793.0K | 0.02% | +990+27.4% | Added |
| Carl P. Sherr & Co., LLC | 4,576 | $788.0K | 0.53% | −319−6.5% | Reduced |
| Pinnacle Private Wealth, LLC | 4,539 | $782.0K | 0.24% | +1,251+38.0% | Added |
| Westwood Holdings Group Inc. | 4,461 | $769.0K | 0.01% | −1,334−23.0% | Reduced |
| Sofos Investments, Inc. | 2,465 | $766.0K | 0.06% | −8,195−76.9% | Reduced |
| Lido Advisors, LLC | 4,438 | $764.0K | 0.01% | +1,187+36.5% | Added |
| 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 |
| EHP Funds Inc. | 4,300 | $741.0K | 0.12% | +4,300 | New |
| Strategic Investment Advisors | 4,295 | $740.0K | 0.14% | +4,295 | New |
| Mason & Associates Inc | 4,260 | $734.0K | 0.22% | −502−10.5% | Reduced |
| McAdam, LLC | 4,206 | $725.0K | 0.07% | +486+13.1% | Added |
| Prairiewood Capital, LLC | 4,205 | $724.0K | 0.51% | +4,205 | New |
| XTX Topco Ltd | 4,188 | $721.0K | 0.32% | −971−18.8% | Reduced |
| Synovus Financial Corp | 4,049 | $704.0K | 0.01% | +300+8.0% | Added |
| Impala Asset Management LLC | 4,082 | $703.0K | 0.06% | −818−16.7% | Reduced |
| Keebeck Alpha, LP | 4,039 | $696.0K | 0.21% | 00.0% | Unchanged |
| Triumph Capital Management | 4,020 | $692.0K | 0.30% | +4,020 | 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 |
| Fairfield Financial Advisors, LTD | 3,983 | $686.1K | 0.25% | +3,983 | New |
| Cerity Partners LLC | 3,939 | $679.0K | 0.01% | +229+6.2% | Added |
| Claro Advisors LLC | 2,669 | $678.0K | 0.24% | 00.0% | Unchanged |
| XR Securities LLC | 3,933 | $677.0K | 0.15% | −11,980−75.3% | Reduced |
| Quantinno Capital Management LP | 3,919 | $675.0K | 0.10% | +3,919 | New |
| Exane Derivatives | 3,917 | $674.7K | 0.19% | −14−0.4% | Reduced |