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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 785 | $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 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 7,950 | $1.14M | 0.11% | −1,350−14.5% | Reduced |
| Aurora Investment Counsel | 7,920 | $1.13M | 0.82% | +889+12.6% | Added |
| IMS Capital Management | 7,834 | $1.12M | 0.72% | +7,834 | New |
| CV Advisors LLC | 7,780 | $1.11M | 1.05% | −1,475−15.9% | Reduced |
| 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 |
| 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 |
| D.A. Davidson & Co. | 7,648 | $1.09M | 0.01% | +413+5.7% | Added |
| Avantax Advisory Services, Inc. | 7,640 | $1.09M | 0.02% | +2,578+50.9% | Added |
| Natixis Investment Managers International | 7,491 | $1.07M | 0.02% | −1,679−18.3% | Reduced |
| Bessemer Group Inc | 7,462 | $1.07M | 0.00% | +4,276+134.2% | Added |
| Washington Trust Co | 7,462 | $1.07M | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| NuWave Investment Management, LLC | 7,358 | $1.05M | 1.40% | +2,539+52.7% | Added |
| Parallel Advisors, LLC | 7,353 | $1.05M | 0.05% | −413−5.3% | Reduced |
| RPg Family Wealth Advisory, LLC | 7,345 | $1.05M | 0.63% | +57+0.8% | Added |
| Perigon Wealth Management, LLC | 7,132 | $1.02M | 0.09% | +479+7.2% | Added |
| swisspartners Ltd. | 6,900 | $1.02M | 0.97% | −1,750−20.2% | Reduced |
| Virtus ETF Advisers LLC | 7,113 | $1.02M | 0.38% | +5,771+430.0% | Added |
| American Portfolios Advisors | 6,960 | $994.2K | 0.04% | −109−1.5% | Reduced |
| National Asset Management, Inc. | 6,929 | $990.0K | 0.04% | +341+5.2% | Added |
| Northeast Investment Management | 6,893 | $985.0K | 0.06% | −99−1.4% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 6,874 | $982.0K | 0.45% | +2,055+42.6% | Added |
| TD Waterhouse Canada Inc. | 6,268 | $979.2K | 0.01% | −771−11.0% | Reduced |
| Hudson Canyon Capital Management | 6,790 | $970.0K | 0.94% | +65+1.0% | Added |
| Wealthcare Advisory Partners LLC | 6,740 | $963.0K | 0.06% | −109−1.6% | 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 |
| Steward Partners Investment Advisory, LLC | 6,656 | $951.0K | 0.02% | −152−2.2% | Reduced |
| 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 |
| Bridgeway Capital Management, LLC | 6,500 | $929.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 6,486 | $927.0K | 0.00% | +26+0.4% | Added |
| Venture Visionary Partners LLC | 6,476 | $925.1K | 0.07% | +4,635+251.8% | Added |
| Wedbush Securities Inc | 6,467 | $924.0K | 0.05% | −1,005−13.5% | Reduced |
| Ieq Capital, LLC | 6,435 | $919.0K | 0.03% | +38+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 6,394 | $913.0K | 0.08% | +733+12.9% | Added |
| Truist Financial Corp | 6,286 | $899.0K | 0.00% | −802−11.3% | Reduced |
| Cerity Partners LLC | 6,291 | $898.0K | 0.01% | +2,352+59.7% | Added |
| Chelsea Counsel Co | 6,252 | $893.0K | 0.46% | −128−2.0% | Reduced |
| Coastal Capital Group, Inc. | 6,108 | $873.0K | 0.24% | 00.0% | Unchanged |
| Mirova | 6,069 | $866.0K | 0.12% | −3,634−37.5% | Reduced |
| Wetherby Asset Management Inc | 6,023 | $860.0K | 0.06% | +202+3.5% | Added |
| Cetera Advisors LLC | 5,943 | $849.0K | 0.02% | +296+5.2% | Added |
| Westwood Holdings Group Inc. | 5,915 | $844.0K | 0.01% | +1,454+32.6% | Added |
| Beck Bode, LLC | 5,901 | $843.0K | 0.18% | +511+9.5% | Added |
| Beacon Investment Advisory Services, Inc. | 5,743 | $820.0K | 0.04% | −128−2.2% | Reduced |
| Bristlecone Advisors, LLC | 5,630 | $804.0K | 0.10% | +2,774+97.1% | Added |
| Metis Global Partners, LLC | 5,561 | $794.0K | 0.13% | +31+0.6% | Added |
| Money Concepts Capital Corp | 5,237 | $785.0K | 0.07% | −313−5.6% | Reduced |
| Geneos Wealth Management Inc. | 5,190 | $778.0K | 0.04% | −5−0.1% | Reduced |
| Wellington Shields & Co., LLC | 5,442 | $777.0K | 0.19% | +2,065+61.1% | Added |
| B. Riley Wealth Management, Inc. | 5,419 | $774.0K | 0.07% | +2,571+90.3% | 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 |
| Corient Capital Partners, LLC | 5,382 | $769.0K | 0.06% | +763+16.5% | Added |
| Veritable, L.P. | 5,329 | $761.0K | 0.01% | +494+10.2% | Added |
| Flagship Harbor Advisors, LLC | 5,163 | $737.0K | 0.08% | +196+3.9% | Added |
| Congress Wealth Management LLC | 5,048 | $722.0K | 0.02% | −10−0.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 5,050 | $721.0K | 0.34% | 00.0% | Unchanged |
| Commerce Bank | 5,029 | $718.0K | 0.01% | −2,249−30.9% | Reduced |
| Belpointe Asset Management LLC | 4,982 | $711.0K | 0.05% | −510−9.3% | Reduced |
| AtonRa Partners | 4,901 | $700.0K | 0.64% | −4,355−47.1% | Reduced |
| Caas Capital Management LP | 4,768 | $681.0K | 0.09% | +4,768 | New |
| Pictet & Cie (Europe) SA | 4,743 | $678.0K | 0.03% | 00.0% | Unchanged |
| Lavaca Capital LLC | 5,000 | $672.0K | 0.34% | 00.0% | Unchanged |
| Heritage Trust Co | 4,652 | $665.0K | 0.11% | +807+21.0% | Added |
| Castleview Partners, LLC | 10,684 | $663.4K | 0.64% | +10,649+30,425.7% | Added |
| Reik & Co., LLC | 4,635 | $662.0K | 0.19% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,625 | $661.0K | 0.04% | −1,624−26.0% | Reduced |
| Manhattan West Asset Management, LLC | 4,555 | $651.0K | 0.39% | +737+19.3% | Added |
| Advisory Services Network, LLC | 4,524 | $646.0K | 0.02% | −78−1.7% | Reduced |
| Abundance Wealth Counselors | 4,496 | $642.0K | 0.17% | +612+15.8% | Added |
| Strategic Investment Advisors | 4,487 | $641.0K | 0.13% | +192+4.5% | Added |
| Cigna Investments Inc | 4,455 | $637.0K | 0.13% | −1,631−26.8% | Reduced |
| Lido Advisors, LLC | 4,423 | $631.0K | 0.01% | −15−0.3% | Reduced |
| 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 |
| McAdam, LLC | 4,365 | $624.0K | 0.07% | +159+3.8% | Added |
| MMBG Investment Advisors Co. | 4,290 | $613.0K | 0.08% | +1,430+50.0% | 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 |
| Exane Derivatives | 4,267 | $609.4K | 0.35% | +350+8.9% | Added |
| Keebeck Alpha, LP | 4,256 | $608.0K | 0.27% | +217+5.4% | Added |
| Pinnacle Private Wealth, LLC | 4,233 | $605.0K | 0.24% | −306−6.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,215 | $602.0K | 0.03% | +310+7.9% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,200 | $600.0K | 0.13% | +200+5.0% | Added |
| Prairiewood Capital, LLC | 4,195 | $599.0K | 0.47% | −10−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 4,160 | $595.0K | 0.03% | +1,348+47.9% | Added |
| Signaturefd, LLC | 4,087 | $584.0K | 0.02% | +384+10.4% | Added |
| Symmetry Partners, LLC | 4,060 | $580.0K | 0.04% | −4,125−50.4% | Reduced |
| Wade G W & Inc | 4,050 | $579.0K | 0.03% | +772+23.6% | Added |
| Altium Wealth Management LLC | 4,026 | $575.0K | 0.04% | −593−12.8% | Reduced |
| Triumph Capital Management | 4,003 | $572.0K | 0.30% | −17−0.4% | Reduced |
| Quantinno Capital Management LP | 3,986 | $569.0K | 0.08% | +67+1.7% | Added |