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 |
|---|---|---|---|---|---|
| McAdam, LLC | 4,365 | $624.0K | 0.07% | +159+3.8% | Added |
| Donoghue Forlines LLC | 4,382 | $626.0K | 0.16% | −689−13.6% | Reduced |
| XR Securities LLC | 4,382 | $626.0K | 0.30% | +449+11.4% | Added |
| Lido Advisors, LLC | 4,423 | $631.0K | 0.01% | −15−0.3% | Reduced |
| Cigna Investments Inc | 4,455 | $637.0K | 0.13% | −1,631−26.8% | Reduced |
| Strategic Investment Advisors | 4,487 | $641.0K | 0.13% | +192+4.5% | Added |
| Abundance Wealth Counselors | 4,496 | $642.0K | 0.17% | +612+15.8% | Added |
| Advisory Services Network, LLC | 4,524 | $646.0K | 0.02% | −78−1.7% | Reduced |
| Manhattan West Asset Management, LLC | 4,555 | $651.0K | 0.39% | +737+19.3% | Added |
| Kestra Private Wealth Services, LLC | 4,625 | $661.0K | 0.04% | −1,624−26.0% | Reduced |
| Reik & Co., LLC | 4,635 | $662.0K | 0.19% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10,684 | $663.4K | 0.64% | +10,649+30,425.7% | Added |
| Heritage Trust Co | 4,652 | $665.0K | 0.11% | +807+21.0% | Added |
| Lavaca Capital LLC | 5,000 | $672.0K | 0.34% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 4,743 | $678.0K | 0.03% | 00.0% | Unchanged |
| Caas Capital Management LP | 4,768 | $681.0K | 0.09% | +4,768 | New |
| AtonRa Partners | 4,901 | $700.0K | 0.64% | −4,355−47.1% | Reduced |
| Belpointe Asset Management LLC | 4,982 | $711.0K | 0.05% | −510−9.3% | Reduced |
| Commerce Bank | 5,029 | $718.0K | 0.01% | −2,249−30.9% | Reduced |
| Aft, Forsyth & Sober, LLC | 5,050 | $721.0K | 0.34% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,048 | $722.0K | 0.02% | −10−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 5,163 | $737.0K | 0.08% | +196+3.9% | Added |
| Veritable, L.P. | 5,329 | $761.0K | 0.01% | +494+10.2% | Added |
| Corient Capital Partners, LLC | 5,382 | $769.0K | 0.06% | +763+16.5% | Added |
| Kovack Advisors, Inc. | 5,395 | $771.0K | 0.10% | −705−11.6% | Reduced |
| Hongkou Capital LP | 5,400 | $771.0K | 1.70% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 5,419 | $774.0K | 0.07% | +2,571+90.3% | Added |
| Wellington Shields & Co., LLC | 5,442 | $777.0K | 0.19% | +2,065+61.1% | Added |
| Geneos Wealth Management Inc. | 5,190 | $778.0K | 0.04% | −5−0.1% | Reduced |
| Money Concepts Capital Corp | 5,237 | $785.0K | 0.07% | −313−5.6% | Reduced |
| Metis Global Partners, LLC | 5,561 | $794.0K | 0.13% | +31+0.6% | Added |
| Bristlecone Advisors, LLC | 5,630 | $804.0K | 0.10% | +2,774+97.1% | Added |
| Beacon Investment Advisory Services, Inc. | 5,743 | $820.0K | 0.04% | −128−2.2% | Reduced |
| Beck Bode, LLC | 5,901 | $843.0K | 0.18% | +511+9.5% | Added |
| Westwood Holdings Group Inc. | 5,915 | $844.0K | 0.01% | +1,454+32.6% | Added |
| Cetera Advisors LLC | 5,943 | $849.0K | 0.02% | +296+5.2% | Added |
| Wetherby Asset Management Inc | 6,023 | $860.0K | 0.06% | +202+3.5% | Added |
| Mirova | 6,069 | $866.0K | 0.12% | −3,634−37.5% | Reduced |
| Coastal Capital Group, Inc. | 6,108 | $873.0K | 0.24% | 00.0% | Unchanged |
| Chelsea Counsel Co | 6,252 | $893.0K | 0.46% | −128−2.0% | Reduced |
| Cerity Partners LLC | 6,291 | $898.0K | 0.01% | +2,352+59.7% | Added |
| Truist Financial Corp | 6,286 | $899.0K | 0.00% | −802−11.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,394 | $913.0K | 0.08% | +733+12.9% | Added |
| Ieq Capital, LLC | 6,435 | $919.0K | 0.03% | +38+0.6% | Added |
| Wedbush Securities Inc | 6,467 | $924.0K | 0.05% | −1,005−13.5% | Reduced |
| Venture Visionary Partners LLC | 6,476 | $925.1K | 0.07% | +4,635+251.8% | Added |
| Acadian Asset Management LLC | 6,486 | $927.0K | 0.00% | +26+0.4% | Added |
| Bridgeway Capital Management, LLC | 6,500 | $929.0K | 0.02% | 00.0% | Unchanged |
| Osher Van de Voorde Investment Management | 6,565 | $938.0K | 0.26% | 00.0% | Unchanged |
| Advisor Partners LLC | 6,569 | $938.0K | 0.07% | +2,240+51.7% | Added |
| Steward Partners Investment Advisory, LLC | 6,656 | $951.0K | 0.02% | −152−2.2% | Reduced |
| One Capital Management, LLC | 6,725 | $960.0K | 0.06% | −920−12.0% | Reduced |
| Integrated Wealth Concepts LLC | 6,722 | $960.0K | 0.03% | +307+4.8% | Added |
| Wealthcare Advisory Partners LLC | 6,740 | $963.0K | 0.06% | −109−1.6% | Reduced |
| Hudson Canyon Capital Management | 6,790 | $970.0K | 0.94% | +65+1.0% | Added |
| TD Waterhouse Canada Inc. | 6,268 | $979.2K | 0.01% | −771−11.0% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 6,874 | $982.0K | 0.45% | +2,055+42.6% | Added |
| Northeast Investment Management | 6,893 | $985.0K | 0.06% | −99−1.4% | Reduced |
| National Asset Management, Inc. | 6,929 | $990.0K | 0.04% | +341+5.2% | Added |
| American Portfolios Advisors | 6,960 | $994.2K | 0.04% | −109−1.5% | Reduced |
| Virtus ETF Advisers LLC | 7,113 | $1.02M | 0.38% | +5,771+430.0% | Added |
| swisspartners Ltd. | 6,900 | $1.02M | 0.97% | −1,750−20.2% | Reduced |
| Perigon Wealth Management, LLC | 7,132 | $1.02M | 0.09% | +479+7.2% | Added |
| RPg Family Wealth Advisory, LLC | 7,345 | $1.05M | 0.63% | +57+0.8% | Added |
| Parallel Advisors, LLC | 7,353 | $1.05M | 0.05% | −413−5.3% | Reduced |
| NuWave Investment Management, LLC | 7,358 | $1.05M | 1.40% | +2,539+52.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,400 | $1.06M | 0.09% | −800−9.8% | Reduced |
| Baird Financial Group, Inc. | 7,399 | $1.06M | 0.00% | +2,120+40.2% | Added |
| Sofos Investments, Inc. | 5,134 | $1.06M | 0.10% | +2,669+108.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,426 | $1.06M | 0.05% | +4,787+181.4% | Added |
| Washington Trust Co | 7,462 | $1.07M | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,462 | $1.07M | 0.00% | +4,276+134.2% | Added |
| Natixis Investment Managers International | 7,491 | $1.07M | 0.02% | −1,679−18.3% | Reduced |
| Avantax Advisory Services, Inc. | 7,640 | $1.09M | 0.02% | +2,578+50.9% | Added |
| D.A. Davidson & Co. | 7,648 | $1.09M | 0.01% | +413+5.7% | Added |
| Bellecapital International Ltd. | 7,716 | $1.10M | 0.31% | 00.0% | Unchanged |
| Capital Counsel LLC | 7,717 | $1.10M | 0.07% | +24+0.3% | Added |
| Siemens Fonds Invest GmbH | 7,729 | $1.10M | 0.12% | −29−0.4% | Reduced |
| International Assets Investment Management, LLC | 7,731 | $1.10M | 0.22% | +522+7.2% | Added |
| Mather Group, LLC. | 7,731 | $1.10M | 0.03% | +1,836+31.1% | Added |
| CV Advisors LLC | 7,780 | $1.11M | 1.05% | −1,475−15.9% | Reduced |
| IMS Capital Management | 7,834 | $1.12M | 0.72% | +7,834 | New |
| Aurora Investment Counsel | 7,920 | $1.13M | 0.82% | +889+12.6% | Added |
| Hodges Capital Management Inc. | 7,950 | $1.14M | 0.11% | −1,350−14.5% | Reduced |
| GWM Advisors LLC | 8,001 | $1.14M | 0.02% | +8,001 | New |
| Fifth Third Bancorp | 8,262 | $1.18M | 0.01% | −880−9.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 8,485 | $1.18M | 0.30% | +8,485 | New |
| Profit Investment Management, LLC | 8,296 | $1.19M | 0.87% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 8,349 | $1.19M | 0.01% | −2,155−20.5% | Reduced |
| Momentum Advisors, LLC | 8,471 | $1.21M | 1.36% | +8,471 | New |
| AIA Group Ltd | 8,491 | $1.21M | 0.07% | −7,244−46.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,534 | $1.22M | 0.02% | −3,055−26.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,640 | $1.23M | 0.16% | +8,640 | New |
| Independent Financial Group, LLC | 8,649 | $1.24M | 0.13% | +509+6.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,651 | $1.24M | 0.01% | +5,972+222.9% | Added |
| E Fund Management Co., Ltd. | 8,703 | $1.24M | 0.11% | +1,503+20.9% | Added |
| Paragon Capital Management Inc | 8,852 | $1.26M | 1.28% | −5,675−39.1% | Reduced |
| Woodmont Investment Counsel LLC | 8,872 | $1.27M | 0.16% | +8,872 | New |
| Centaurus Financial, Inc. | 8,970 | $1.28M | 0.13% | −374−4.0% | Reduced |
| Cohen Capital Management, Inc. | 9,000 | $1.29M | 0.26% | 00.0% | Unchanged |