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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; 784 institutions reported holding it in 13F filings for Q2 2026, worth $22.3B in total; no superinvestor holds it.

13F holders, Q3 2022

Institutional positions in Moderna, Inc. as of Sep 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
916
−49 vs. Q2 2022
Shares held
246.9M
+2.40M (+1.0%) vs. Q2 2022
Total value
$29.2B
−$5.74B (−16.4%) vs. Q2 2022
New holders
78
301 more added
Sold out
127
356 more reduced

19 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 916 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: 784 institutions
Value heldQ3 2022: $29.2B
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 2026784$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, Q3 2022

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q2 2022.

Institutions holding MRNA in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Cranbrook Wealth Management, LLC4$00.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.4$00.00%00.0%Unchanged
WestEnd Advisors, LLC4$00.00%00.0%Unchanged
Wellington Shields Capital Management, LLC2$00.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC1$00.00%00.0%Unchanged
Tower View Investment Management & Research LLC3$00.00%00.0%Unchanged
Investors Research Corp2$00.00%00.0%Unchanged
NewSquare Capital LLC4$00.00%+4New
CFS Investment Advisory Services, LLC14,190$00.00%+14,190New
Delos Wealth Advisors, LLC1$00.00%+1New
Strengthening Families & Communities, LLC3$00.00%+3New
Tucker Asset Management LLC6$9020.00%+6New
Cullen/Frost Bankers, Inc.7$1.00K0.00%−193−96.5%Reduced
Tradewinds Capital Management, LLC8$1.00K0.00%−25−75.8%Reduced
MCF Advisors LLC7$1.00K0.00%−7−50.0%Reduced
HBC Financial Services, PLLC15$1.00K0.00%00.0%Unchanged
Tompkins Financial Corp10$1.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc7$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC9$1.00K0.00%+5+125.0%Added
Community Bank, N.A.10$1.00K0.00%+10New
SJS Investment Consulting Inc.7$1.00K0.00%+7New
1832 Asset Management L.P.15$2.00K0.00%−27,500−99.9%Reduced
Farmers & Merchants Investments Inc15$2.00K0.00%−32−68.1%Reduced
Mizuho Securities Co. Ltd.20$2.00K0.00%+1+5.3%Added
Smithfield Trust Co20$2.00K0.00%00.0%Unchanged
First Personal Financial Services13$2.00K0.00%00.0%Unchanged
Davidson Capital Management Inc.17$2.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC15$2.00K0.00%+15New
WR Wealth Planners, LLC18$2.13K0.00%00.0%Unchanged
Abound Wealth Management25$2.91K0.00%+25New
First Horizon Advisors, Inc.37$3.00K0.00%−54−59.3%Reduced
Rise Advisors, LLC27$3.00K0.00%00.0%Unchanged
Strategic Asset Management, LLC25$3.00K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC22$3.00K0.00%00.0%Unchanged
Pacific Center for Financial Services24$3.00K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC25$3.00K0.00%+25New
Sutton Wealth Advisors Inc.31$3.67K0.00%−38−55.1%Reduced
Prestige Wealth Management Group LLC33$4.00K0.00%−111−77.1%Reduced
Schubert & Co34$4.00K0.00%−7−17.1%Reduced
Washington Trust Advisors, Inc.35$4.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC34$4.00K0.00%+3+9.7%Added
American National Bank32$4.00K0.00%+11+52.4%Added
Raffa Wealth Management, LLC41$4.85K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.40$5.00K0.00%−2,100−98.1%Reduced
Win Advisors, Inc44$5.00K0.00%00.0%Unchanged
City Holding Co40$5.00K0.00%00.0%Unchanged
Burleson & Company, LLC45$5.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC44$5.00K0.00%00.0%Unchanged
KB Financial Partners, LLC42$5.00K0.00%+30+250.0%Added
Glen Eagle Advisors, LLC46$5.44K0.00%00.0%Unchanged
Gs Investments, Inc.48$6.00K0.00%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.50$6.00K0.08%00.0%Unchanged
Annapolis Financial Services, LLC47$6.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC52$6.00K0.00%+10+23.8%Added
Castleview Partners, LLC56$7.00K0.01%−10,628−99.5%Reduced
GHP Investment Advisors, Inc.60$7.00K0.00%−86−58.9%Reduced
TSFG, LLC56$7.00K0.00%−45−44.6%Reduced
Ronald Blue Trust, Inc.54$7.00K0.00%−15−21.7%Reduced
Blue Bell Private Wealth Management, LLC60$7.00K0.00%00.0%Unchanged
Gradient Investments LLC60$7.00K0.00%00.0%Unchanged
Operose Advisors LLC60$7.00K0.00%00.0%Unchanged
Joseph Group Capital Management60$7.00K0.01%00.0%Unchanged
Creative Financial Designs Inc57$7.00K0.00%+24+72.7%Added
Pacifica Partners Inc.50$7.00K0.01%+20+66.7%Added
Caldwell Trust Co65$7.69K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC63$8.00K0.00%−125−66.5%Reduced
JJJ Advisors Inc.67$8.00K0.00%−45−40.2%Reduced
Whittier Trust Co70$8.00K0.00%−20−22.2%Reduced
Manchester Capital Management LLC68$8.00K0.00%00.0%Unchanged
Standard Family Office LLC65$8.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC75$9.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.81$10.0K0.01%00.0%Unchanged
PYA Waltman Capital, LLC81$10.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC70$10.0K0.00%00.0%Unchanged
Bellwether Advisors, LLC100$11.0K0.00%00.0%Unchanged
Accel Wealth Management97$12.0K0.01%00.0%Unchanged
American Research & Management Co.104$12.0K0.00%00.0%Unchanged
Field & Main Bank100$12.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC100$12.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.100$12.0K0.01%00.0%Unchanged
Wagner Wealth Management, LLC98$12.0K0.01%−2−2.0%Reduced
West Branch Capital LLC101$12.0K0.01%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.100$12.0K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC100$12.0K0.01%00.0%Unchanged
Emfo, LLC100$12.0K0.01%00.0%Unchanged
MV Capital Management, Inc.103$12.0K0.00%+18+21.2%Added
Riggs Asset Managment Co. Inc.100$12.0K0.00%+100New
Heritage Wealth Management, LLC113$13.0K0.00%−7−5.8%Reduced
Hall Laurie J Trustee110$13.0K0.01%00.0%Unchanged
Insight Financial Services110$13.0K0.02%00.0%Unchanged
Bell Investment Advisors, Inc108$13.0K0.00%+28+35.0%Added
Advisors Preferred, LLC105$13.0K0.02%+105New
PSI Advisors, LLC115$14.0K0.01%−225−66.2%Reduced
Rational Advisors LLC118$14.0K0.00%+1+0.9%Added
Larson Financial Group LLC119$14.0K0.00%00.0%Unchanged
Core Alternative Capital119$14.0K0.00%+12+11.2%Added
Horan Securities, Inc.124$15.0K0.01%00.0%Unchanged
Clearview Wealth Advisors LLC125$15.0K0.01%00.0%Unchanged
Addison Advisors LLC125$15.0K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group123$15.0K0.01%00.0%Unchanged