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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.

Institutional holdersQ2 2022: 984 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ2 2022: $35.0B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2022.

Institutions holding MRNA in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Gries Financial LLC1,715$245.0K0.12%00.0%Unchanged
Boston Private Wealth LLC1,716$245.0K0.00%+215+14.3%Added
Financial Synergies Wealth Advisors, Inc.1,729$247.0K0.04%+1,729New
Beaumont Financial Partners, LLC1,730$247.0K0.02%−123−6.6%Reduced
Cozad Asset Management Inc1,726$247.0K0.04%+39+2.3%Added
Lake Street Financial LLC1,748$250.0K0.05%+84+5.0%Added
Parsons Capital Management Inc1,760$251.0K0.02%−60−3.3%Reduced
Fulton Breakefield Broenniman LLC1,755$251.0K0.02%−50−2.8%Reduced
Monolith Advisors1,766$252.0K0.27%+1,500+563.9%Added
Fukoku Mutual Life Insurance Co1,768$253.0K0.02%00.0%Unchanged
Brown Brothers Harriman & Co1,772$253.0K0.00%+65+3.8%Added
Arete Wealth Advisors, LLC1,770$253.0K0.03%+1,770New
Allworth Financial LP1,780$254.0K0.00%+60+3.5%Added
Intrepid Financial Planning Group LLC1,775$254.0K0.14%+1,775New
Davenport & Co LLC1,782$255.0K0.00%−26−1.4%Reduced
Boenning & Scattergood, Inc.1,785$255.0K0.05%00.0%Unchanged
Spearhead Capital Advisors, LLC1,795$256.0K0.04%−480−21.1%Reduced
CoreCap Advisors, LLC1,797$257.0K0.02%+1,797New
Lincoln National Corp1,818$259.0K0.01%+435+31.5%Added
NorthRock Partners, LLC1,820$260.0K0.03%+254+16.2%Added
Echo Street Capital Management LLC1,819$260.0K0.00%+1,819New
GraniteShares Advisors LLC1,831$261.0K0.19%−427−18.9%Reduced
Sandy Spring Bank1,835$262.0K0.02%−30−1.6%Reduced
Boothbay Fund Management, LLC1,833$262.0K0.01%+1,833New
Blue Fin Capital, Inc.1,855$264.0K0.09%−105−5.4%Reduced
First Command Bank1,852$265.0K0.04%00.0%Unchanged
First Command Financial Services, Inc.1,852$265.0K0.04%00.0%Unchanged
First Dallas Securities Inc.1,875$268.0K0.18%00.0%Unchanged
Krilogy Financial LLC1,885$269.0K0.03%−137−6.8%Reduced
Laurel Wealth Advisors, Inc.1,893$270.0K0.03%−562−22.9%Reduced
Vantage Consulting Group Inc1,889$270.0K0.15%+227+13.7%Added
Syntax Advisors, LLC1,889$270.0K0.23%+227+13.7%Added
Quadrant Capital Group LLC1,897$271.0K0.04%−38−2.0%Reduced
Ballentine Partners, LLC1,918$273.0K0.01%+100+5.5%Added
Global Retirement Partners, LLC1,917$274.0K0.02%−13−0.7%Reduced
Quantbot Technologies LP1,921$274.0K0.03%+1,921New
Ascent Group, LLC1,677$275.0K0.03%−805−32.4%Reduced
EP Wealth Advisors, LLC1,930$276.0K0.01%+472+32.4%Added
Balentine LLC1,941$277.0K0.01%−1,401−41.9%Reduced
Glenmede Trust Co NA1,956$278.0K0.00%+27+1.4%Added
Mayfair Advisory Group, LLC1,692$278.0K0.37%+1,692New
Peak Financial Management, Inc.1,951$279.0K0.11%−65−3.2%Reduced
Intrust Bank NA1,967$281.0K0.04%+44+2.3%Added
Watershed Asset Management, L.L.C.1,969$281.0K0.35%+337+20.6%Added
Graham Capital Management, L.P.1,984$283.0K0.01%+1,984New
DMG Group, LLC1,922$283.0K0.34%+1,922New
Chicago Capital, LLC1,988$284.0K0.02%−50−2.5%Reduced
Independent Advisor Alliance1,996$285.0K0.02%−161−7.5%Reduced
Harvey Capital Management Inc2,000$285.0K0.11%00.0%Unchanged
Ci Investments Inc.1,999$286.0K0.00%−1,235−38.2%Reduced
Paragon Wealth Strategies, LLC2,000$286.0K0.32%00.0%Unchanged
Detalus Advisors, LLC2,000$286.0K0.17%+2,000New
Johnson Investment Counsel Inc2,023$289.0K0.00%00.0%Unchanged
Seeyond2,030$289.0K0.03%+223+12.3%Added
Qtron Investments LLC2,031$290.0K0.06%00.0%Unchanged
Draper Asset Management, LLC2,057$294.0K0.35%−69−3.2%Reduced
Harbour Investments, Inc.2,067$295.0K0.02%+2,067New
Summit Asset Management, LLC2,070$296.0K0.09%+2+0.1%Added
Orion Portfolio Solutions, LLC2,087$298.0K0.01%−31−1.5%Reduced
Cim Investment Mangement Inc2,101$300.0K0.12%−9−0.4%Reduced
Peapack Gladstone Financial Corp2,100$300.0K0.01%00.0%Unchanged
Cohen Klingenstein LLC2,100$300.0K0.02%00.0%Unchanged
Wedmont Private Capital2,110$301.0K0.06%−1,237−37.0%Reduced
RB Capital Management, LLC2,107$301.0K0.11%−160−7.1%Reduced
Jacobi Capital Management LLC2,120$303.0K0.04%+10+0.5%Added
Modus Advisors, LLC2,130$304.0K0.15%+2,130New
Fisher Asset Management, LLC2,136$305.0K0.00%−64−2.9%Reduced
Hillsdale Investment Management Inc.2,140$306.0K0.02%−30−1.4%Reduced
Westwood Wealth Management2,150$307.0K0.35%00.0%Unchanged
Itau Unibanco Holding S.A.2,162$309.0K0.01%+694+47.3%Added
Transcend Wealth Collective, LLC2,167$310.0K0.03%+2,167New
Western Wealth Management, LLC2,204$314.0K0.02%−372−14.4%Reduced
CIBC Private Wealth Group, LLC2,217$316.0K0.00%−5,431−71.0%Reduced
Ameritas Advisory Services, LLC2,209$316.0K0.02%+327+17.4%Added
L & S Advisors Inc2,214$316.0K0.05%+404+22.3%Added
Cypress Capital Group2,216$317.0K0.05%+463+26.4%Added
Optimum Investment Advisors2,224$318.0K0.16%−100−4.3%Reduced
Humankind Investments LLC2,226$318.0K0.15%−33−1.5%Reduced
Assenagon Asset Management S.A.2,248$321.0K0.00%−803−26.3%Reduced
Prospera Financial Services Inc2,286$327.0K0.02%−523−18.6%Reduced
Veriti Management LLC2,296$328.0K0.05%+273+13.5%Added
Means Investment Co., Inc.2,306$329.0K0.07%−174−7.0%Reduced
IHT Wealth Management, LLC2,300$329.0K0.03%+10+0.4%Added
Aberdeen Wealth Management LLC2,315$331.0K0.26%00.0%Unchanged
Old National Bancorp2,334$333.0K0.01%+2,334New
Alps Advisors Inc2,335$334.0K0.00%−24−1.0%Reduced
Buckingham Strategic Wealth, LLC2,347$335.0K0.01%−191−7.5%Reduced
Claro Advisors LLC2,353$336.0K0.13%−316−11.8%Reduced
Oak Grove Capital LLC2,357$337.0K0.11%−3,333−58.6%Reduced
Sawtooth Solutions, LLC2,361$337.0K0.04%−440−15.7%Reduced
Xcel Wealth Management, LLC2,376$339.0K0.12%−900−27.5%Reduced
Wealth Effects LLC2,371$339.0K0.20%+300+14.5%Added
Sentry Investment Management LLC2,380$340.0K0.15%−463−16.3%Reduced
Gladstone Institutional Advisory LLC2,417$345.0K0.03%−2,863−54.2%Reduced
AdvisorNet Financial, Inc2,431$347.0K0.03%+23+1.0%Added
Abbrea Capital, LLC2,434$348.0K0.06%00.0%Unchanged
Avitas Wealth Management LLC2,442$349.0K0.08%−786−24.3%Reduced
Keebeck Wealth Management, LLC2,500$357.0K0.07%−430−14.7%Reduced
New Vernon Capital Holdings II LLC2,498$357.0K0.29%+2,498New
Pinnacle Associates Ltd2,505$358.0K0.01%−258−9.3%Reduced