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 |
|---|---|---|---|---|---|
| Pendal Group Limited | 3,974 | $568.0K | 0.01% | −11,879−74.9% | Reduced |
| Horizon Investments, LLC | 3,956 | $565.0K | 0.02% | −3,625−47.8% | Reduced |
| Mason & Associates Inc | 3,926 | $561.0K | 0.20% | −334−7.8% | Reduced |
| MAI Capital Management | 3,919 | $560.0K | 0.01% | +1,068+37.5% | Added |
| Tiaa, FSB | 3,912 | $559.0K | 0.00% | +3,912 | New |
| EHP Funds Inc. | 3,900 | $557.0K | 0.10% | −400−9.3% | Reduced |
| Rathbone Brothers plc | 3,862 | $552.0K | 0.01% | +459+13.5% | Added |
| O'Shaughnessy Asset Management, LLC | 3,830 | $547.0K | 0.01% | −500−11.5% | Reduced |
| Pathstone Family Office, LLC | 3,799 | $543.1K | 0.01% | +963+34.0% | Added |
| Jefferies Group LLC | 3,752 | $536.0K | 0.01% | −31,848−89.5% | 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 |
| Maven Securities LTD | 3,683 | $526.0K | 0.09% | −2,294−38.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,595 | $514.0K | 0.20% | −34−0.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,127 | $513.0K | 0.21% | +3,127 | New |
| 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 |
| Snowden Capital Advisors LLC | 3,561 | $508.0K | 0.02% | −1,579−30.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,550 | $507.0K | 0.02% | +400+12.7% | Added |
| Moody National Bank Trust Division | 3,497 | $500.0K | 0.05% | +3,497 | New |
| Fund Management at Engine No. 1 LLC | 3,492 | $499.0K | 0.13% | +507+17.0% | Added |
| National Wealth Management Group, LLC | 3,489 | $498.4K | 0.63% | +3,489 | New |
| Coldstream Capital Management Inc | 3,469 | $496.0K | 0.02% | +638+22.5% | Added |
| XTX Topco Ltd | 3,466 | $495.0K | 0.20% | −722−17.2% | Reduced |
| Verition Fund Management LLC | 3,436 | $490.0K | 0.01% | −4,908−58.8% | Reduced |
| World Equity Group, Inc. | 3,430 | $490.0K | 0.12% | +80+2.4% | Added |
| Carl P. Sherr & Co., LLC | 3,402 | $486.0K | 0.36% | −1,174−25.7% | Reduced |
| Clarius Group, LLC | 3,373 | $482.0K | 0.05% | +806+31.4% | Added |
| Congress Park Capital LLC | 3,355 | $479.0K | 0.31% | +1,025+44.0% | Added |
| J.W. Cole Advisors, Inc. | 3,311 | $473.0K | 0.04% | −1,453−30.5% | Reduced |
| Empirical Finance, LLC | 3,299 | $471.0K | 0.06% | +358+12.2% | Added |
| Ropes Wealth Advisors LLC | 3,268 | $467.0K | 0.10% | +300+10.1% | Added |
| Park Avenue Securities LLC | 3,245 | $464.0K | 0.01% | +808+33.2% | Added |
| Credit Capital Investments LLC | 3,241 | $463.0K | 0.53% | 00.0% | Unchanged |
| 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 |
| 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 |
| First Manhattan Co | 3,205 | $457.0K | 0.00% | −4−0.1% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,171 | $453.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,733 | $448.0K | 0.11% | +209+8.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,114 | $445.0K | 0.02% | −164−5.0% | Reduced |
| Bluestein R H & Co | 3,111 | $444.0K | 0.03% | +250+8.7% | Added |
| Montag A & Associates Inc | 3,100 | $443.0K | 0.03% | −6,856−68.9% | Reduced |
| Foster & Motley Inc | 3,083 | $440.0K | 0.04% | −4,713−60.5% | Reduced |
| Asset Management Corp | 3,075 | $439.0K | 0.33% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,060 | $437.0K | 0.08% | −460−13.1% | Reduced |
| Greenleaf Trust | 3,030 | $433.0K | 0.01% | +111+3.8% | Added |
| Ethic Inc. | 3,017 | $431.0K | 0.03% | +1,190+65.1% | Added |
| Spire Wealth Management | 2,986 | $427.0K | 0.02% | +1,687+129.9% | 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 |
| Cornerstone Wealth Management, LLC | 2,923 | $418.0K | 0.05% | +73+2.6% | 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 |
| Brinker Capital Investments, LLC | 2,907 | $415.0K | 0.01% | +1,238+74.2% | Added |
| Fairfield Financial Advisors, LTD | 2,885 | $412.1K | 0.19% | −1,098−27.6% | Reduced |
| Laurion Capital Management LP | 2,871 | $410.0K | 0.02% | +2,871 | New |
| 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 |
| Stamos Capital Partners, L.P. | 2,810 | $401.0K | 0.12% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,786 | $398.0K | 0.26% | −89−3.1% | Reduced |
| GFG Capital, LLC | 2,770 | $396.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| 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 |
| Regal Investment Advisors LLC | 2,711 | $387.0K | 0.04% | −255−8.6% | Reduced |
| Brown Advisory Inc | 2,702 | $386.0K | 0.00% | +49+1.8% | Added |
| TBH Global Asset Management, LLC | 2,697 | $385.0K | 0.09% | +2,697 | New |
| 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 |
| 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 |
| Cahill Wealth Management, LLC | 2,570 | $367.0K | 0.31% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,535 | $365.0K | 0.01% | −1,153−31.3% | Reduced |
| M Holdings Securities, Inc. | 2,531 | $362.0K | 0.04% | +33+1.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,527 | $361.0K | 0.04% | −10−0.4% | Reduced |
| Pinnacle Associates Ltd | 2,505 | $358.0K | 0.01% | −258−9.3% | Reduced |
| EMC Capital Management | 2,000 | $358.0K | 0.31% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 2,500 | $357.0K | 0.07% | −430−14.7% | Reduced |
| New Vernon Capital Holdings II LLC | 2,498 | $357.0K | 0.29% | +2,498 | New |
| Avitas Wealth Management LLC | 2,442 | $349.0K | 0.08% | −786−24.3% | Reduced |
| Abbrea Capital, LLC | 2,434 | $348.0K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,431 | $347.0K | 0.03% | +23+1.0% | Added |
| Gladstone Institutional Advisory LLC | 2,417 | $345.0K | 0.03% | −2,863−54.2% | Reduced |
| Sentry Investment Management LLC | 2,380 | $340.0K | 0.15% | −463−16.3% | Reduced |
| Xcel Wealth Management, LLC | 2,376 | $339.0K | 0.12% | −900−27.5% | Reduced |
| Wealth Effects LLC | 2,371 | $339.0K | 0.20% | +300+14.5% | Added |
| Oak Grove Capital LLC | 2,357 | $337.0K | 0.11% | −3,333−58.6% | Reduced |
| Sawtooth Solutions, LLC | 2,361 | $337.0K | 0.04% | −440−15.7% | Reduced |
| Claro Advisors LLC | 2,353 | $336.0K | 0.13% | −316−11.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,347 | $335.0K | 0.01% | −191−7.5% | Reduced |
| Alps Advisors Inc | 2,335 | $334.0K | 0.00% | −24−1.0% | Reduced |
| Old National Bancorp | 2,334 | $333.0K | 0.01% | +2,334 | New |