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 |
|---|---|---|---|---|---|
| Castle Wealth Management LLC | 518 | $74.0K | 0.04% | +518 | New |
| EverSource Wealth Advisors, LLC | 546 | $77.0K | 0.02% | +482+753.1% | Added |
| Cambridge Trust Co | 546 | $78.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 529 | $79.0K | 0.03% | +132+33.2% | Added |
| Sittner & Nelson, LLC | 580 | $83.0K | 0.05% | +60+11.5% | Added |
| Joseph P. Lucia & Associates, LLC | 598 | $85.0K | 0.06% | −355−37.3% | Reduced |
| Canton Hathaway, LLC | 601 | $86.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 600 | $86.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 635 | $91.0K | 0.01% | −24−3.6% | Reduced |
| BDO Wealth Advisors, LLC | 642 | $92.0K | 0.01% | −285−30.7% | Reduced |
| Islay Capital Management, LLC | 643 | $92.0K | 0.10% | +174+37.1% | Added |
| Sargent Bickham Lagudis LLC | 686 | $98.0K | 0.01% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 695 | $99.3K | 0.05% | +695 | New |
| Lumina Fund Management LLC | 700 | $100.0K | 0.05% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 831 | $101.2K | 0.00% | +831 | New |
| US Asset Management LLC | 717 | $102.0K | 0.11% | +642+856.0% | Added |
| Asset Dedication, LLC | 718 | $103.0K | 0.02% | −40−5.3% | Reduced |
| Tortoise Investment Management, LLC | 740 | $106.0K | 0.02% | −10−1.3% | Reduced |
| Vigilant Capital Management, LLC | 750 | $107.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 775 | $111.0K | 0.02% | +100+14.8% | Added |
| Sterling Investment Advisors, Ltd. | 775 | $111.0K | 0.04% | +120+18.3% | Added |
| Clearstead Advisors, LLC | 774 | $111.0K | 0.01% | +420+118.6% | Added |
| Ellevest, Inc. | 791 | $113.0K | 0.01% | +48+6.5% | Added |
| Cribstone Capital Management, LLC | 800 | $114.0K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 810 | $116.0K | 0.01% | −33,574−97.6% | Reduced |
| Pinnacle Financial Partners Inc | 826 | $118.0K | 0.00% | 00.0% | Unchanged |
| QVR LLC | 830 | $119.0K | 0.09% | −188−18.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 867 | $124.0K | 0.00% | −1,191−57.9% | Reduced |
| Huntington National Bank | 873 | $124.0K | 0.00% | −219−20.1% | Reduced |
| IFP Advisors, Inc | 3,626 | $124.0K | 0.00% | −1,217−25.1% | Reduced |
| Lindbrook Capital, LLC | 881 | $126.0K | 0.02% | −1,381−61.1% | Reduced |
| Salem Investment Counselors Inc | 884 | $126.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 914 | $131.0K | 0.01% | +914 | New |
| Byrne Asset Management LLC | 951 | $136.0K | 0.10% | −72−7.0% | Reduced |
| State of Wyoming | 965 | $138.0K | 0.09% | −566−37.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 973 | $139.0K | 0.03% | −34−3.4% | Reduced |
| Maj Invest Holding A/S | 990 | $141.0K | 0.00% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 1,000 | $142.0K | 0.13% | −600−37.5% | Reduced |
| Estabrook Capital Management | 1,000 | $142.8K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,002 | $143.0K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,000 | $143.0K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,002 | $143.1K | 0.12% | −53−5.0% | Reduced |
| Altshuler Shaham Ltd | 1,011 | $144.0K | 0.00% | +1,011 | New |
| Covington Capital Management | 1,085 | $155.0K | 0.01% | +950+703.7% | Added |
| ACG Wealth | 1,089 | $156.0K | 0.03% | +1,089 | New |
| Hoey Investments, Inc | 1,136 | $162.0K | 0.07% | −64−5.3% | Reduced |
| Roberts Capital Advisors, LLC | 1,144 | $163.0K | 0.22% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 1,186 | $169.0K | 0.03% | +28+2.4% | Added |
| Resources Management Corp | 1,215 | $174.0K | 0.03% | +117+10.7% | Added |
| Covestor Ltd | 1,257 | $179.0K | 0.15% | +58+4.8% | Added |
| Pitcairn Co | 1,412 | $202.0K | 0.02% | +32+2.3% | Added |
| Zullo Investment Group, Inc. | 1,419 | $203.0K | 0.13% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,425 | $204.0K | 0.02% | −883−38.3% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,426 | $204.0K | 0.16% | −8−0.6% | Reduced |
| NTB Financial Corp | 1,448 | $207.0K | 0.17% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,459 | $208.0K | 0.02% | −1,070−42.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,465 | $209.0K | 0.13% | +200+15.8% | Added |
| Change Path, LLC | 1,463 | $209.0K | 0.01% | +201+15.9% | Added |
| Heritage Investors Management Corp | 1,473 | $210.0K | 0.01% | +175+13.5% | Added |
| ICA Group Wealth Management, LLC | 1,434 | $210.0K | 0.04% | +1,434 | New |
| Sheets Smith Wealth Management | 1,479 | $211.0K | 0.03% | 00.0% | Unchanged |
| Hoylecohen, LLC | 1,474 | $211.0K | 0.02% | 00.0% | Unchanged |
| CPR Investments Inc. | 1,475 | $211.0K | 0.32% | +42+2.9% | Added |
| Hyman Charles D | 1,475 | $211.0K | 0.02% | +1,475 | New |
| Alpha Cubed Investments, LLC | 1,485 | $212.0K | 0.02% | −560−27.4% | Reduced |
| Heron Financial Group, LLC | 1,490 | $213.0K | 0.13% | +98+7.0% | Added |
| Carret Asset Management, LLC | 1,500 | $214.0K | 0.03% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 1,521 | $217.0K | 0.12% | +5+0.3% | Added |
| Harvest Fund Management Co., Ltd | 1,532 | $219.0K | 0.06% | −286−15.7% | Reduced |
| Crescent Grove Advisors, LLC | 1,536 | $219.0K | 0.02% | +150+10.8% | Added |
| Brewin Dolphin Ltd | 1,538 | $220.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,547 | $221.0K | 0.12% | +66+4.5% | Added |
| McGuire Investment Group, LLC | 1,556 | $222.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,556 | $222.0K | 0.04% | +1,556 | New |
| Vident Investment Advisory, LLC | 1,606 | $223.0K | 0.01% | −14,725−90.2% | Reduced |
| Meritage Portfolio Management | 1,576 | $225.0K | 0.02% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,576 | $225.0K | 0.15% | +25+1.6% | Added |
| Altman Advisors, Inc. | 1,400 | $225.0K | 0.13% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,582 | $226.0K | 0.00% | +246+18.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $226.4K | 0.05% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,586 | $227.0K | 0.01% | +50+3.3% | Added |
| Hilltop Holdings Inc. | 1,604 | $229.0K | 0.03% | +156+10.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,607 | $230.0K | 0.02% | +1,607 | New |
| Duncker Streett & Co Inc | 1,620 | $231.0K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,615 | $231.0K | 0.06% | +289+21.8% | Added |
| Stonnington Group, LLC | 1,340 | $231.0K | 0.06% | +1,340 | New |
| Brighton Jones LLC | 1,623 | $232.0K | 0.01% | −233−12.6% | Reduced |
| Paloma Partners Management Co | 1,648 | $235.0K | 0.02% | −3,892−70.3% | Reduced |
| Laidlaw Wealth Management LLC | 1,643 | $235.0K | 0.05% | −122−6.9% | Reduced |
| Dimension Capital Management LLC | 1,651 | $236.0K | 0.05% | −1−0.1% | Reduced |
| GM Advisory Group, Inc. | 1,650 | $236.0K | 0.04% | +1,650 | New |
| Robertson Stephens Wealth Management, LLC | 1,669 | $238.0K | 0.02% | +24+1.5% | Added |
| Kraematon Investment Advisors, Inc | 1,671 | $239.0K | 0.28% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,675 | $239.0K | 0.04% | +473+39.4% | Added |
| Abbot Financial Management, Inc. | 1,682 | $240.0K | 0.15% | 00.0% | Unchanged |
| L.M. Kohn & Company | 1,686 | $241.0K | 0.11% | −139−7.6% | Reduced |
| HighPoint Advisor Group LLC | 1,509 | $241.0K | 0.03% | +1,509 | New |
| C M Bidwell & Associates Ltd | 1,700 | $243.0K | 0.19% | +1,700 | New |
| Integrated Advisors Network LLC | 1,708 | $244.0K | 0.02% | +172+11.2% | Added |
| Anfield Capital Management, LLC | 1,710 | $244.0K | 0.11% | +252+17.3% | Added |