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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
Aberdeen Wealth Management LLC2,315$331.0K0.26%00.0%Unchanged
Means Investment Co., Inc.2,306$329.0K0.07%−174−7.0%Reduced
IHT Wealth Management, LLC2,300$329.0K0.03%+10+0.4%Added
Veriti Management LLC2,296$328.0K0.05%+273+13.5%Added
Prospera Financial Services Inc2,286$327.0K0.02%−523−18.6%Reduced
Assenagon Asset Management S.A.2,248$321.0K0.00%−803−26.3%Reduced
Optimum Investment Advisors2,224$318.0K0.16%−100−4.3%Reduced
Humankind Investments LLC2,226$318.0K0.15%−33−1.5%Reduced
Cypress Capital Group2,216$317.0K0.05%+463+26.4%Added
CIBC Private Wealth Group, LLC2,217$316.0K0.00%−5,431−71.0%Reduced
Ameritas Advisory Services, LLC2,209$316.0K0.02%+327+17.4%Added
L & S Advisors Inc2,214$316.0K0.05%+404+22.3%Added
Western Wealth Management, LLC2,204$314.0K0.02%−372−14.4%Reduced
Transcend Wealth Collective, LLC2,167$310.0K0.03%+2,167New
Itau Unibanco Holding S.A.2,162$309.0K0.01%+694+47.3%Added
Westwood Wealth Management2,150$307.0K0.35%00.0%Unchanged
Hillsdale Investment Management Inc.2,140$306.0K0.02%−30−1.4%Reduced
Fisher Asset Management, LLC2,136$305.0K0.00%−64−2.9%Reduced
Modus Advisors, LLC2,130$304.0K0.15%+2,130New
Jacobi Capital Management LLC2,120$303.0K0.04%+10+0.5%Added
Wedmont Private Capital2,110$301.0K0.06%−1,237−37.0%Reduced
RB Capital Management, LLC2,107$301.0K0.11%−160−7.1%Reduced
Cim Investment Mangement Inc2,101$300.0K0.12%−9−0.4%Reduced
Peapack Gladstone Financial Corp2,100$300.0K0.01%00.0%Unchanged
Cohen Klingenstein LLC2,100$300.0K0.02%00.0%Unchanged
Orion Portfolio Solutions, LLC2,087$298.0K0.01%−31−1.5%Reduced
Summit Asset Management, LLC2,070$296.0K0.09%+2+0.1%Added
Harbour Investments, Inc.2,067$295.0K0.02%+2,067New
Draper Asset Management, LLC2,057$294.0K0.35%−69−3.2%Reduced
Qtron Investments LLC2,031$290.0K0.06%00.0%Unchanged
Johnson Investment Counsel Inc2,023$289.0K0.00%00.0%Unchanged
Seeyond2,030$289.0K0.03%+223+12.3%Added
Ci Investments Inc.1,999$286.0K0.00%−1,235−38.2%Reduced
Paragon Wealth Strategies, LLC2,000$286.0K0.32%00.0%Unchanged
Detalus Advisors, LLC2,000$286.0K0.17%+2,000New
Independent Advisor Alliance1,996$285.0K0.02%−161−7.5%Reduced
Harvey Capital Management Inc2,000$285.0K0.11%00.0%Unchanged
Chicago Capital, LLC1,988$284.0K0.02%−50−2.5%Reduced
Graham Capital Management, L.P.1,984$283.0K0.01%+1,984New
DMG Group, LLC1,922$283.0K0.34%+1,922New
Intrust Bank NA1,967$281.0K0.04%+44+2.3%Added
Watershed Asset Management, L.L.C.1,969$281.0K0.35%+337+20.6%Added
Peak Financial Management, Inc.1,951$279.0K0.11%−65−3.2%Reduced
Glenmede Trust Co NA1,956$278.0K0.00%+27+1.4%Added
Mayfair Advisory Group, LLC1,692$278.0K0.37%+1,692New
Balentine LLC1,941$277.0K0.01%−1,401−41.9%Reduced
EP Wealth Advisors, LLC1,930$276.0K0.01%+472+32.4%Added
Ascent Group, LLC1,677$275.0K0.03%−805−32.4%Reduced
Global Retirement Partners, LLC1,917$274.0K0.02%−13−0.7%Reduced
Quantbot Technologies LP1,921$274.0K0.03%+1,921New
Ballentine Partners, LLC1,918$273.0K0.01%+100+5.5%Added
Quadrant Capital Group LLC1,897$271.0K0.04%−38−2.0%Reduced
Laurel Wealth Advisors, Inc.1,893$270.0K0.03%−562−22.9%Reduced
Vantage Consulting Group Inc1,889$270.0K0.15%+227+13.7%Added
Syntax Advisors, LLC1,889$270.0K0.23%+227+13.7%Added
Krilogy Financial LLC1,885$269.0K0.03%−137−6.8%Reduced
First Dallas Securities Inc.1,875$268.0K0.18%00.0%Unchanged
First Command Bank1,852$265.0K0.04%00.0%Unchanged
First Command Financial Services, Inc.1,852$265.0K0.04%00.0%Unchanged
Blue Fin Capital, Inc.1,855$264.0K0.09%−105−5.4%Reduced
Sandy Spring Bank1,835$262.0K0.02%−30−1.6%Reduced
Boothbay Fund Management, LLC1,833$262.0K0.01%+1,833New
GraniteShares Advisors LLC1,831$261.0K0.19%−427−18.9%Reduced
NorthRock Partners, LLC1,820$260.0K0.03%+254+16.2%Added
Echo Street Capital Management LLC1,819$260.0K0.00%+1,819New
Lincoln National Corp1,818$259.0K0.01%+435+31.5%Added
CoreCap Advisors, LLC1,797$257.0K0.02%+1,797New
Spearhead Capital Advisors, LLC1,795$256.0K0.04%−480−21.1%Reduced
Davenport & Co LLC1,782$255.0K0.00%−26−1.4%Reduced
Boenning & Scattergood, Inc.1,785$255.0K0.05%00.0%Unchanged
Allworth Financial LP1,780$254.0K0.00%+60+3.5%Added
Intrepid Financial Planning Group LLC1,775$254.0K0.14%+1,775New
Fukoku Mutual Life Insurance Co1,768$253.0K0.02%00.0%Unchanged
Brown Brothers Harriman & Co1,772$253.0K0.00%+65+3.8%Added
Arete Wealth Advisors, LLC1,770$253.0K0.03%+1,770New
Monolith Advisors1,766$252.0K0.27%+1,500+563.9%Added
Parsons Capital Management Inc1,760$251.0K0.02%−60−3.3%Reduced
Fulton Breakefield Broenniman LLC1,755$251.0K0.02%−50−2.8%Reduced
Lake Street Financial LLC1,748$250.0K0.05%+84+5.0%Added
Beaumont Financial Partners, LLC1,730$247.0K0.02%−123−6.6%Reduced
Cozad Asset Management Inc1,726$247.0K0.04%+39+2.3%Added
Financial Synergies Wealth Advisors, Inc.1,729$247.0K0.04%+1,729New
Gries Financial LLC1,715$245.0K0.12%00.0%Unchanged
Boston Private Wealth LLC1,716$245.0K0.00%+215+14.3%Added
Integrated Advisors Network LLC1,708$244.0K0.02%+172+11.2%Added
Anfield Capital Management, LLC1,710$244.0K0.11%+252+17.3%Added
C M Bidwell & Associates Ltd1,700$243.0K0.19%+1,700New
L.M. Kohn & Company1,686$241.0K0.11%−139−7.6%Reduced
HighPoint Advisor Group LLC1,509$241.0K0.03%+1,509New
Abbot Financial Management, Inc.1,682$240.0K0.15%00.0%Unchanged
Kraematon Investment Advisors, Inc1,671$239.0K0.28%00.0%Unchanged
Ausdal Financial Partners, Inc.1,675$239.0K0.04%+473+39.4%Added
Robertson Stephens Wealth Management, LLC1,669$238.0K0.02%+24+1.5%Added
Dimension Capital Management LLC1,651$236.0K0.05%−1−0.1%Reduced
GM Advisory Group, Inc.1,650$236.0K0.04%+1,650New
Paloma Partners Management Co1,648$235.0K0.02%−3,892−70.3%Reduced
Laidlaw Wealth Management LLC1,643$235.0K0.05%−122−6.9%Reduced
Brighton Jones LLC1,623$232.0K0.01%−233−12.6%Reduced
Duncker Streett & Co Inc1,620$231.0K0.06%00.0%Unchanged
BSW Wealth Partners1,615$231.0K0.06%+289+21.8%Added