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, Q2 2022
Institutional positions in Moderna, Inc. as of Jun 30, 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
- 984
- −11 vs. Q1 2022
- Shares held
- 244.6M
- −3.03M (−1.2%) vs. Q1 2022
- Total value
- $35.0B
- −$7.68B (−18.0%) vs. Q1 2022
- New holders
- 99
- 349 more added
- Sold out
- 110
- 356 more reduced
14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Accel Wealth Management | 97 | $16.0K | 0.01% | −20−17.1% | Reduced |
| Hall Laurie J Trustee | 110 | $16.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 119 | $17.0K | 0.00% | −42−26.1% | Reduced |
| Rational Advisors LLC | 117 | $17.0K | 0.00% | +3+2.6% | Added |
| TFC Financial Management | 118 | $17.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 119 | $17.0K | 0.00% | +8+7.2% | Added |
| Darrow Company, Inc. | 120 | $17.0K | 0.02% | +120 | New |
| Heritage Wealth Management, LLC | 120 | $17.1K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 124 | $18.0K | 0.01% | −90−42.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 123 | $18.0K | 0.01% | −50−28.9% | Reduced |
| JJJ Advisors Inc. | 112 | $18.0K | 0.01% | −20−15.2% | Reduced |
| Johnson Financial Group, Inc. | 126 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 125 | $18.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 125 | $18.0K | 0.01% | −1−0.8% | Reduced |
| Addison Advisors LLC | 125 | $18.0K | 0.01% | +6+5.0% | Added |
| Gladius Capital Management LP | 121 | $18.0K | 0.00% | +121 | New |
| Urban Wealth Management, LLC | 124 | $18.0K | 0.06% | +124 | New |
| Winch Advisory Services, LLC | 132 | $19.0K | 0.01% | −95−41.9% | Reduced |
| Trustcore Financial Services, LLC | 135 | $19.0K | 0.00% | −2−1.5% | Reduced |
| Horan Securities, Inc. | 124 | $20.0K | 0.01% | −203−62.1% | Reduced |
| Costello Asset Management, INC | 140 | $20.0K | 0.02% | −100−41.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 143 | $20.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $20.0K | 0.01% | +106+278.9% | Added |
| Plante Moran Financial Advisors, LLC | 144 | $21.0K | 0.00% | −50−25.8% | Reduced |
| South State Corp. | 150 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 153 | $21.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 148 | $21.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 146 | $21.0K | 0.00% | +15+11.5% | Added |
| Coston, McIsaac & Partners | 146 | $21.0K | 0.01% | +146 | New |
| Navigation Wealth Management, Inc. | 154 | $22.0K | 2.44% | 00.0% | Unchanged |
| Howe & Rusling Inc | 154 | $22.0K | 0.00% | +4+2.7% | Added |
| Key Financial Inc | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 161 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 163 | $23.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 168 | $24.0K | 0.00% | −8−4.5% | Reduced |
| Kelly Financial Services LLC | 175 | $25.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 178 | $25.0K | 0.01% | +178 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 185 | $26.0K | 0.00% | −54−22.6% | Reduced |
| Riverview Trust Co | 199 | $28.0K | 0.02% | −36−15.3% | Reduced |
| Zions Bancorporation, N.A. | 200 | $29.0K | 0.00% | −75−27.3% | Reduced |
| Concord Wealth Partners | 204 | $29.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $29.0K | 0.02% | +50+33.3% | Added |
| Financial Perspectives, Inc | 206 | $29.4K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 219 | $31.0K | 0.00% | −1−0.5% | Reduced |
| HHM Wealth Advisors, LLC | 220 | $31.0K | 0.01% | +20+10.0% | Added |
| FinTrust Capital Advisors, LLC | 188 | $31.0K | 0.01% | +166+754.5% | Added |
| TCI Wealth Advisors, Inc. | 221 | $32.0K | 0.00% | −134−37.7% | Reduced |
| Old Second National Bank of Aurora | 225 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 222 | $32.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 238 | $34.0K | 0.02% | 00.0% | Unchanged |
| Legacy CG, LLC | 240 | $34.0K | 0.02% | +240 | New |
| Global Financial Private Client, LLC | 230 | $34.5K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 245 | $35.0K | 0.01% | +36+17.2% | Added |
| Toth Financial Advisory Corp | 252 | $36.0K | 0.01% | −70−21.7% | Reduced |
| Stonebridge Capital Advisors LLC | 251 | $36.0K | 0.00% | −32−11.3% | Reduced |
| Arrow Financial Corp | 250 | $36.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 252 | $36.0K | 0.03% | +17+7.2% | Added |
| Bartlett & Co. LLC | 260 | $37.0K | 0.00% | −50−16.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 260 | $37.1K | 0.00% | −50−16.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 265 | $38.0K | 0.01% | −15−5.4% | Reduced |
| Webster Bank, N. A. | 266 | $38.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 268 | $38.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 280 | $40.0K | 0.02% | +280 | New |
| Center for Financial Planning, Inc. | 288 | $41.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 296 | $42.0K | 0.01% | −32−9.8% | Reduced |
| Hantz Financial Services, Inc. | 292 | $42.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 297 | $42.0K | 0.00% | +297 | New |
| Endurance Wealth Management, Inc. | 300 | $43.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $43.0K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 307 | $44.0K | 0.01% | +307 | New |
| Umb Bank N A | 315 | $45.0K | 0.00% | −111−26.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 325 | $46.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 345 | $49.0K | 0.01% | −8−2.3% | Reduced |
| PSI Advisors, LLC | 340 | $49.0K | 0.02% | +4+1.2% | Added |
| Glassman Wealth Services | 340 | $49.0K | 0.01% | +75+28.3% | Added |
| Private Trust Co NA | 350 | $50.0K | 0.01% | +350 | New |
| Private Capital Group, LLC | 364 | $52.0K | 0.04% | −78−17.6% | Reduced |
| Baldwin Brothers Inc | 363 | $52.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 362 | $52.0K | 0.00% | +55+17.9% | Added |
| Parkside Financial Bank & Trust | 371 | $53.0K | 0.02% | +62+20.1% | Added |
| Brown, Lisle/Cummings, Inc. | 385 | $55.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 385 | $55.0K | 0.01% | +75+24.2% | Added |
| Versant Capital Management, Inc | 393 | $56.0K | 0.02% | +28+7.7% | Added |
| Atwood & Palmer Inc | 400 | $57.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 400 | $57.0K | 0.02% | +400 | New |
| Quent Capital, LLC | 417 | $60.0K | 0.01% | −54−11.5% | Reduced |
| Ellis Investment Partners, LLC | 425 | $60.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 418 | $60.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 375 | $65.0K | 0.01% | +46+14.0% | Added |
| Piscataqua Savings Bank | 460 | $66.0K | 0.06% | +50+12.2% | Added |
| Tyler-Stone Wealth Management | 475 | $68.0K | 0.05% | −100−17.4% | Reduced |
| Consultiva Wealth Management, Corp. | 475 | $68.0K | 3.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 481 | $69.0K | 0.02% | −561−53.8% | Reduced |
| Proequities, Inc. | 495 | $71.0K | 0.01% | −52−9.5% | Reduced |
| Trust Co of Vermont | 500 | $71.0K | 0.01% | +500 | New |
| Archer Investment Corp | 500 | $71.4K | 0.03% | 00.0% | Unchanged |