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 |
|---|---|---|---|---|---|
| Stonnington Group, LLC | 1,340 | $231.0K | 0.06% | +1,340 | New |
| Lombard Odier Asset Management (Switzerland) SA | 1,607 | $230.0K | 0.02% | +1,607 | New |
| Hilltop Holdings Inc. | 1,604 | $229.0K | 0.03% | +156+10.8% | Added |
| Resources Investment Advisors, LLC. | 1,586 | $227.0K | 0.01% | +50+3.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $226.4K | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,582 | $226.0K | 0.00% | +246+18.4% | Added |
| Meritage Portfolio Management | 1,576 | $225.0K | 0.02% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,576 | $225.0K | 0.15% | +25+1.6% | Added |
| Altman Advisors, Inc. | 1,400 | $225.0K | 0.13% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,606 | $223.0K | 0.01% | −14,725−90.2% | Reduced |
| McGuire Investment Group, LLC | 1,556 | $222.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,556 | $222.0K | 0.04% | +1,556 | New |
| PFG Private Wealth Management, LLC | 1,547 | $221.0K | 0.12% | +66+4.5% | Added |
| Brewin Dolphin Ltd | 1,538 | $220.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,532 | $219.0K | 0.06% | −286−15.7% | Reduced |
| Crescent Grove Advisors, LLC | 1,536 | $219.0K | 0.02% | +150+10.8% | Added |
| Triad Financial Advisors, Inc. | 1,521 | $217.0K | 0.12% | +5+0.3% | Added |
| Carret Asset Management, LLC | 1,500 | $214.0K | 0.03% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,490 | $213.0K | 0.13% | +98+7.0% | Added |
| Alpha Cubed Investments, LLC | 1,485 | $212.0K | 0.02% | −560−27.4% | Reduced |
| Sheets Smith Wealth Management | 1,479 | $211.0K | 0.03% | 00.0% | Unchanged |
| Hoylecohen, LLC | 1,474 | $211.0K | 0.02% | 00.0% | Unchanged |
| CPR Investments Inc. | 1,475 | $211.0K | 0.32% | +42+2.9% | Added |
| Hyman Charles D | 1,475 | $211.0K | 0.02% | +1,475 | New |
| Heritage Investors Management Corp | 1,473 | $210.0K | 0.01% | +175+13.5% | Added |
| ICA Group Wealth Management, LLC | 1,434 | $210.0K | 0.04% | +1,434 | New |
| Newbridge Financial Services Group, Inc. | 1,465 | $209.0K | 0.13% | +200+15.8% | Added |
| Change Path, LLC | 1,463 | $209.0K | 0.01% | +201+15.9% | Added |
| Legacy Private Trust Co. | 1,459 | $208.0K | 0.02% | −1,070−42.3% | Reduced |
| NTB Financial Corp | 1,448 | $207.0K | 0.17% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,425 | $204.0K | 0.02% | −883−38.3% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,426 | $204.0K | 0.16% | −8−0.6% | Reduced |
| Zullo Investment Group, Inc. | 1,419 | $203.0K | 0.13% | 00.0% | Unchanged |
| Pitcairn Co | 1,412 | $202.0K | 0.02% | +32+2.3% | Added |
| Covestor Ltd | 1,257 | $179.0K | 0.15% | +58+4.8% | Added |
| Resources Management Corp | 1,215 | $174.0K | 0.03% | +117+10.7% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,186 | $169.0K | 0.03% | +28+2.4% | Added |
| Roberts Capital Advisors, LLC | 1,144 | $163.0K | 0.22% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,136 | $162.0K | 0.07% | −64−5.3% | Reduced |
| ACG Wealth | 1,089 | $156.0K | 0.03% | +1,089 | New |
| Covington Capital Management | 1,085 | $155.0K | 0.01% | +950+703.7% | Added |
| Altshuler Shaham Ltd | 1,011 | $144.0K | 0.00% | +1,011 | New |
| Stephens Consulting, LLC | 1,002 | $143.1K | 0.12% | −53−5.0% | Reduced |
| Heritage Wealth Advisors | 1,002 | $143.0K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,000 | $143.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $142.8K | 0.02% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 1,000 | $142.0K | 0.13% | −600−37.5% | Reduced |
| Maj Invest Holding A/S | 990 | $141.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 973 | $139.0K | 0.03% | −34−3.4% | Reduced |
| State of Wyoming | 965 | $138.0K | 0.09% | −566−37.0% | Reduced |
| Byrne Asset Management LLC | 951 | $136.0K | 0.10% | −72−7.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 914 | $131.0K | 0.01% | +914 | New |
| Lindbrook Capital, LLC | 881 | $126.0K | 0.02% | −1,381−61.1% | Reduced |
| Salem Investment Counselors Inc | 884 | $126.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 867 | $124.0K | 0.00% | −1,191−57.9% | Reduced |
| Huntington National Bank | 873 | $124.0K | 0.00% | −219−20.1% | Reduced |
| IFP Advisors, Inc | 3,626 | $124.0K | 0.00% | −1,217−25.1% | Reduced |
| QVR LLC | 830 | $119.0K | 0.09% | −188−18.5% | Reduced |
| Pinnacle Financial Partners Inc | 826 | $118.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 810 | $116.0K | 0.01% | −33,574−97.6% | Reduced |
| Cribstone Capital Management, LLC | 800 | $114.0K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 791 | $113.0K | 0.01% | +48+6.5% | Added |
| Crewe Advisors LLC | 775 | $111.0K | 0.02% | +100+14.8% | Added |
| Sterling Investment Advisors, Ltd. | 775 | $111.0K | 0.04% | +120+18.3% | Added |
| Clearstead Advisors, LLC | 774 | $111.0K | 0.01% | +420+118.6% | Added |
| Vigilant Capital Management, LLC | 750 | $107.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 740 | $106.0K | 0.02% | −10−1.3% | Reduced |
| Asset Dedication, LLC | 718 | $103.0K | 0.02% | −40−5.3% | Reduced |
| US Asset Management LLC | 717 | $102.0K | 0.11% | +642+856.0% | Added |
| Quintet Private Bank (Europe) S.A. | 831 | $101.2K | 0.00% | +831 | New |
| Lumina Fund Management LLC | 700 | $100.0K | 0.05% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 695 | $99.3K | 0.05% | +695 | New |
| Sargent Bickham Lagudis LLC | 686 | $98.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 642 | $92.0K | 0.01% | −285−30.7% | Reduced |
| Islay Capital Management, LLC | 643 | $92.0K | 0.10% | +174+37.1% | Added |
| JFS Wealth Advisors, LLC | 635 | $91.0K | 0.01% | −24−3.6% | Reduced |
| Canton Hathaway, LLC | 601 | $86.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 600 | $86.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 598 | $85.0K | 0.06% | −355−37.3% | Reduced |
| Sittner & Nelson, LLC | 580 | $83.0K | 0.05% | +60+11.5% | Added |
| Rosenberg Matthew Hamilton | 529 | $79.0K | 0.03% | +132+33.2% | Added |
| Cambridge Trust Co | 546 | $78.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 546 | $77.0K | 0.02% | +482+753.1% | Added |
| Castle Wealth Management LLC | 518 | $74.0K | 0.04% | +518 | New |
| Archer Investment Corp | 500 | $71.4K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 495 | $71.0K | 0.01% | −52−9.5% | Reduced |
| Trust Co of Vermont | 500 | $71.0K | 0.01% | +500 | New |
| GPS Wealth Strategies Group, LLC | 481 | $69.0K | 0.02% | −561−53.8% | Reduced |
| Tyler-Stone Wealth Management | 475 | $68.0K | 0.05% | −100−17.4% | Reduced |
| Consultiva Wealth Management, Corp. | 475 | $68.0K | 3.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 460 | $66.0K | 0.06% | +50+12.2% | Added |
| Valley National Advisers Inc | 375 | $65.0K | 0.01% | +46+14.0% | Added |
| Quent Capital, LLC | 417 | $60.0K | 0.01% | −54−11.5% | Reduced |
| Ellis Investment Partners, LLC | 425 | $60.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 418 | $60.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 400 | $57.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 400 | $57.0K | 0.02% | +400 | New |
| Versant Capital Management, Inc | 393 | $56.0K | 0.02% | +28+7.7% | Added |
| CVA Family Office, LLC | 385 | $55.0K | 0.01% | +75+24.2% | Added |
| Brown, Lisle/Cummings, Inc. | 385 | $55.0K | 0.03% | 00.0% | Unchanged |