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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; 785 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: 785 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 2026785$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
Ten Capital Wealth Advisors, LLC100$14.0K0.01%+100New
Whittier Trust Co90$13.0K0.00%+20+28.6%Added
First Horizon Advisors, Inc.91$13.0K0.00%+77+550.0%Added
MV Capital Management, Inc.85$12.0K0.00%−21−19.8%Reduced
Carmichael Hill & Associates, Inc.81$12.0K0.01%00.0%Unchanged
PYA Waltman Capital, LLC81$12.0K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.69$12.0K0.00%+69New
AlphaMark Advisors, LLC75$11.0K0.01%−200−72.7%Reduced
Ahrens Investment Partners LLC75$11.0K0.00%−192−71.9%Reduced
Bell Investment Advisors, Inc80$11.0K0.00%+80New
Northern Oak Wealth Management Inc70$10.0K0.00%00.0%Unchanged
Manchester Capital Management LLC68$10.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC70$10.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.69$9.86K0.00%+23+50.0%Added
Caldwell Trust Co65$9.29K0.00%00.0%Unchanged
Rock Creek Group, LP62$9.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC60$9.00K0.00%00.0%Unchanged
Operose Advisors LLC60$9.00K0.01%00.0%Unchanged
Joseph Group Capital Management60$9.00K0.01%00.0%Unchanged
Gradient Investments LLC60$9.00K0.00%+25+71.4%Added
CX Institutional61$9.00K0.00%+61New
Standard Family Office LLC65$9.00K0.09%+65New
Corbenic Partners LLC55$8.00K0.00%00.0%Unchanged
Gs Investments, Inc.48$8.00K0.00%00.0%Unchanged
Win Advisors, Inc44$7.00K0.01%−1,149−96.3%Reduced
North Star Investment Management Corp.50$7.00K0.00%−75−60.0%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.50$7.00K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.50$7.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC49$7.00K0.00%−7−12.5%Reduced
Farmers & Merchants Investments Inc47$7.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC47$7.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC46$6.57K0.00%00.0%Unchanged
Burleson & Company, LLC45$6.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC44$6.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC42$6.00K0.00%−4−8.7%Reduced
City Holding Co40$6.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC42$6.00K0.00%+20+90.9%Added
Schubert & Co41$6.00K0.01%+28+215.4%Added
Raffa Wealth Management, LLC41$5.86K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC33$5.00K0.00%−124−79.0%Reduced
Creative Financial Designs Inc33$5.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.35$5.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.19$5.00K0.00%00.0%Unchanged
Level Financial Advisors, Inc.35$5.00K0.00%+35New
Capital Advisors, Ltd. LLC31$4.00K0.00%−21−40.4%Reduced
Fortis Advisors, LLC28$4.00K0.00%00.0%Unchanged
Rise Advisors, LLC27$4.00K0.00%00.0%Unchanged
Bivin & Associates, Inc.30$4.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P26$4.00K0.00%00.0%Unchanged
Strategic Asset Management, LLC25$4.00K0.01%00.0%Unchanged
Pacifica Partners Inc.30$4.00K0.00%+30New
BerganKDV Wealth Management, LLC22$3.00K0.00%−803−97.3%Reduced
American National Bank21$3.00K0.00%−178−89.4%Reduced
Pacific Center for Financial Services24$3.00K0.00%00.0%Unchanged
Smithfield Trust Co20$3.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management23$3.00K0.00%+23New
WR Wealth Planners, LLC18$2.57K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.15$2.00K0.00%00.0%Unchanged
Davidson Capital Management Inc.17$2.00K0.00%00.0%Unchanged
MCF Advisors LLC14$2.00K0.00%+5+55.6%Added
First Personal Financial Services13$2.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC15$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC12$2.00K0.00%+12New
Rockbridge Investment Management, LCC10$1.43K0.00%−45−81.8%Reduced
West Paces Advisors Inc.9$1.29K0.00%−1−10.0%Reduced
Tompkins Financial Corp10$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC4$1.00K0.00%−9−69.2%Reduced
RWM Asset Management, LLC10$1.00K0.00%00.0%Unchanged
Macroview Investment Management LLC7$1.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc7$1.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC4$1.00K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.4$1.00K0.00%00.0%Unchanged
Surevest, LLC10$1.00K0.00%+10New
Tfo-TDC, LLC5$1.00K0.00%+5New
WFA of San Diego, LLC4$1.00K0.00%+4New
Dark Forest Capital Management LP6$1.00K0.00%+6New
WestEnd Advisors, LLC4$5710.00%––
Carolinas Wealth Consulting LLC3$00.00%−12−80.0%Reduced
Tower View Investment Management & Research LLC3$00.00%−1−25.0%Reduced
Wellington Shields Capital Management, LLC2$00.00%00.0%Unchanged
Investors Research Corp2$00.00%00.0%Unchanged
Curi Capital2$00.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC1$00.00%+1New
Steward Financial Group LLC6$00.00%+6New
Artemis Investment Management LLP0$00.00%−75,515−100.0%Sold out
Ninety One UK Ltd0$00.00%−57,757−100.0%Sold out
Mackay Shields LLC0$00.00%−50,705−100.0%Sold out
FORA Capital, LLC0$00.00%−21,002−100.0%Sold out
Jennison Associates LLC0$00.00%−17,579−100.0%Sold out
Kiwi Wealth Investments Limited Partnership0$00.00%−16,721−100.0%Sold out
HAP Trading, LLC0$00.00%−13,611−100.0%Sold out
Nations Financial Group Inc,0$00.00%−13,586−100.0%Sold out
Sivik Global Healthcare LLC0$00.00%−10,000−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−8,188−100.0%Sold out
United Maritime Capital LLC0$00.00%−7,700−100.0%Sold out
Alerus Financial NA0$00.00%−7,659−100.0%Sold out
SevenBridge Financial Group, LLC0$00.00%−7,621−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−7,332−100.0%Sold out
Clare Market Investments LLC0$00.00%−5,680−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−5,552−100.0%Sold out