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 |
|---|---|---|---|---|---|
| EMC Capital Management | 2,000 | $358.0K | 0.31% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,527 | $361.0K | 0.04% | −10−0.4% | Reduced |
| M Holdings Securities, Inc. | 2,531 | $362.0K | 0.04% | +33+1.3% | Added |
| Beacon Pointe Advisors, LLC | 2,535 | $365.0K | 0.01% | −1,153−31.3% | Reduced |
| Cahill Wealth Management, LLC | 2,570 | $367.0K | 0.31% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,605 | $372.0K | 0.04% | −235−8.3% | Reduced |
| Forum Financial Management, LP | 2,607 | $372.0K | 0.02% | +1,245+91.4% | Added |
| Conning Inc. | 2,613 | $373.0K | 0.01% | −27−1.0% | Reduced |
| Lee Financial Co | 2,612 | $373.0K | 0.07% | +4+0.2% | Added |
| TBH Global Asset Management, LLC | 2,697 | $385.0K | 0.09% | +2,697 | New |
| Brown Advisory Inc | 2,702 | $386.0K | 0.00% | +49+1.8% | Added |
| Regal Investment Advisors LLC | 2,711 | $387.0K | 0.04% | −255−8.6% | Reduced |
| Diversified Trust Co | 2,732 | $390.0K | 0.02% | −157−5.4% | Reduced |
| Valeo Financial Advisors, LLC | 2,732 | $390.0K | 0.02% | +674+32.8% | Added |
| Principle Wealth Partners LLC | 2,745 | $392.0K | 0.05% | +8+0.3% | Added |
| Mount Lucas Management LP | 2,746 | $392.0K | 0.13% | +265+10.7% | Added |
| GFG Capital, LLC | 2,770 | $396.0K | 0.12% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,786 | $398.0K | 0.26% | −89−3.1% | Reduced |
| Stamos Capital Partners, L.P. | 2,810 | $401.0K | 0.12% | 00.0% | Unchanged |
| Susquehanna International Securities, Ltd. | 2,876 | $406.0K | 0.30% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 2,842 | $406.0K | 0.43% | +380+15.4% | Added |
| Laurion Capital Management LP | 2,871 | $410.0K | 0.02% | +2,871 | New |
| Fairfield Financial Advisors, LTD | 2,885 | $412.1K | 0.19% | −1,098−27.6% | Reduced |
| Brinker Capital Investments, LLC | 2,907 | $415.0K | 0.01% | +1,238+74.2% | Added |
| Perfromance Wealth Partners, LLC | 2,910 | $416.0K | 0.02% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,911 | $416.0K | 0.10% | +492+20.3% | Added |
| Cornerstone Wealth Management, LLC | 2,923 | $418.0K | 0.05% | +73+2.6% | Added |
| Apollon Wealth Management, LLC | 2,935 | $419.0K | 0.03% | −431−12.8% | Reduced |
| DuPont Capital Management Corp | 2,933 | $419.0K | 0.02% | −334−10.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,930 | $419.0K | 0.11% | +2,930 | New |
| Spire Wealth Management | 2,986 | $427.0K | 0.02% | +1,687+129.9% | Added |
| Ethic Inc. | 3,017 | $431.0K | 0.03% | +1,190+65.1% | Added |
| Greenleaf Trust | 3,030 | $433.0K | 0.01% | +111+3.8% | Added |
| Continuum Advisory, LLC | 3,060 | $437.0K | 0.08% | −460−13.1% | Reduced |
| Asset Management Corp | 3,075 | $439.0K | 0.33% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,083 | $440.0K | 0.04% | −4,713−60.5% | Reduced |
| Montag A & Associates Inc | 3,100 | $443.0K | 0.03% | −6,856−68.9% | Reduced |
| Bluestein R H & Co | 3,111 | $444.0K | 0.03% | +250+8.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,114 | $445.0K | 0.02% | −164−5.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,733 | $448.0K | 0.11% | +209+8.3% | Added |
| Engineers Gate Manager LP | 3,162 | $452.0K | 0.02% | −4,411−58.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,165 | $452.0K | 0.37% | −50−1.6% | Reduced |
| Sequoia Financial Advisors, LLC | 3,162 | $452.0K | 0.01% | +12+0.4% | Added |
| PKO Investment Management Joint-Stock Co | 3,171 | $453.0K | 0.07% | 00.0% | Unchanged |
| First Manhattan Co | 3,205 | $457.0K | 0.00% | −4−0.1% | Reduced |
| Ontario Teachers Pension Plan Board | 3,219 | $460.0K | 0.01% | −8,294−72.0% | Reduced |
| Keybank National Association | 3,223 | $460.0K | 0.00% | +346+12.0% | Added |
| Ossiam | 3,223 | $460.0K | 0.01% | +3,223 | New |
| Stephens Inc | 3,228 | $461.0K | 0.01% | +114+3.7% | Added |
| Balasa Dinverno & Foltz LLC | 3,225 | $461.0K | 0.03% | +1,686+109.6% | Added |
| Credit Capital Investments LLC | 3,241 | $463.0K | 0.53% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,245 | $464.0K | 0.01% | +808+33.2% | Added |
| Ropes Wealth Advisors LLC | 3,268 | $467.0K | 0.10% | +300+10.1% | Added |
| Empirical Finance, LLC | 3,299 | $471.0K | 0.06% | +358+12.2% | Added |
| J.W. Cole Advisors, Inc. | 3,311 | $473.0K | 0.04% | −1,453−30.5% | Reduced |
| Congress Park Capital LLC | 3,355 | $479.0K | 0.31% | +1,025+44.0% | Added |
| Clarius Group, LLC | 3,373 | $482.0K | 0.05% | +806+31.4% | Added |
| Carl P. Sherr & Co., LLC | 3,402 | $486.0K | 0.36% | −1,174−25.7% | Reduced |
| World Equity Group, Inc. | 3,430 | $490.0K | 0.12% | +80+2.4% | Added |
| Verition Fund Management LLC | 3,436 | $490.0K | 0.01% | −4,908−58.8% | Reduced |
| XTX Topco Ltd | 3,466 | $495.0K | 0.20% | −722−17.2% | Reduced |
| Coldstream Capital Management Inc | 3,469 | $496.0K | 0.02% | +638+22.5% | Added |
| National Wealth Management Group, LLC | 3,489 | $498.4K | 0.63% | +3,489 | New |
| Fund Management at Engine No. 1 LLC | 3,492 | $499.0K | 0.13% | +507+17.0% | Added |
| Moody National Bank Trust Division | 3,497 | $500.0K | 0.05% | +3,497 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,550 | $507.0K | 0.02% | +400+12.7% | Added |
| Snowden Capital Advisors LLC | 3,561 | $508.0K | 0.02% | −1,579−30.7% | Reduced |
| CWM, LLC | 3,569 | $510.0K | 0.00% | −3,215−47.4% | Reduced |
| Benchmark Investment Advisors LLC | 3,571 | $510.0K | 0.53% | −1,875−34.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,127 | $513.0K | 0.21% | +3,127 | New |
| Summit Wealth & Retirement Planning, Inc. | 3,595 | $514.0K | 0.20% | −34−0.9% | Reduced |
| Maven Securities LTD | 3,683 | $526.0K | 0.09% | −2,294−38.4% | Reduced |
| Trust Asset Management LLC | 3,700 | $529.0K | 0.07% | +179+5.1% | Added |
| Private Capital Management LLC | 3,070 | $529.0K | 0.17% | 00.0% | Unchanged |
| Jefferies Group LLC | 3,752 | $536.0K | 0.01% | −31,848−89.5% | Reduced |
| Pathstone Family Office, LLC | 3,799 | $543.1K | 0.01% | +963+34.0% | Added |
| O'Shaughnessy Asset Management, LLC | 3,830 | $547.0K | 0.01% | −500−11.5% | Reduced |
| Rathbone Brothers plc | 3,862 | $552.0K | 0.01% | +459+13.5% | Added |
| EHP Funds Inc. | 3,900 | $557.0K | 0.10% | −400−9.3% | Reduced |
| Tiaa, FSB | 3,912 | $559.0K | 0.00% | +3,912 | New |
| MAI Capital Management | 3,919 | $560.0K | 0.01% | +1,068+37.5% | Added |
| Mason & Associates Inc | 3,926 | $561.0K | 0.20% | −334−7.8% | Reduced |
| Horizon Investments, LLC | 3,956 | $565.0K | 0.02% | −3,625−47.8% | Reduced |
| Pendal Group Limited | 3,974 | $568.0K | 0.01% | −11,879−74.9% | Reduced |
| Quantinno Capital Management LP | 3,986 | $569.0K | 0.08% | +67+1.7% | Added |
| Triumph Capital Management | 4,003 | $572.0K | 0.30% | −17−0.4% | Reduced |
| Altium Wealth Management LLC | 4,026 | $575.0K | 0.04% | −593−12.8% | Reduced |
| Wade G W & Inc | 4,050 | $579.0K | 0.03% | +772+23.6% | Added |
| Symmetry Partners, LLC | 4,060 | $580.0K | 0.04% | −4,125−50.4% | Reduced |
| Signaturefd, LLC | 4,087 | $584.0K | 0.02% | +384+10.4% | Added |
| Great Valley Advisor Group, Inc. | 4,160 | $595.0K | 0.03% | +1,348+47.9% | Added |
| Prairiewood Capital, LLC | 4,195 | $599.0K | 0.47% | −10−0.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 4,200 | $600.0K | 0.13% | +200+5.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,215 | $602.0K | 0.03% | +310+7.9% | Added |
| Pinnacle Private Wealth, LLC | 4,233 | $605.0K | 0.24% | −306−6.7% | Reduced |
| Keebeck Alpha, LP | 4,256 | $608.0K | 0.27% | +217+5.4% | Added |
| Exane Derivatives | 4,267 | $609.4K | 0.35% | +350+8.9% | Added |
| Synovus Financial Corp | 4,270 | $612.0K | 0.01% | +221+5.5% | Added |
| GAM Holding AG | 4,283 | $612.0K | 0.04% | +2,109+97.0% | Added |
| MMBG Investment Advisors Co. | 4,290 | $613.0K | 0.08% | +1,430+50.0% | Added |