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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| High Net Worth Advisory Group LLC | 125 | $15.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 127 | $15.0K | 0.00% | +9+7.6% | Added |
| Coston, McIsaac & Partners | 139 | $16.0K | 0.01% | −7−4.8% | Reduced |
| Winch Advisory Services, LLC | 132 | $16.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 135 | $16.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 133 | $16.0K | 0.00% | +29+27.9% | Added |
| Thompson Siegel & Walmsley LLC | 143 | $17.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 155 | $18.0K | 0.00% | +1+0.6% | Added |
| Navigation Wealth Management, Inc. | 154 | $18.0K | 1.94% | 00.0% | Unchanged |
| South State Corp. | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 148 | $18.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 154 | $18.0K | 0.00% | +10+6.9% | Added |
| Hudock, Inc. | 153 | $18.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 161 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 163 | $19.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 157 | $19.0K | 0.02% | +17+12.1% | Added |
| FourThought Financial, LLC | 168 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 185 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 185 | $22.0K | 0.00% | +70+60.9% | Added |
| Kelly Financial Services LLC | 200 | $23.6K | 0.01% | +25+14.3% | Added |
| AllSquare Wealth Management LLC | 200 | $24.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 206 | $24.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 209 | $25.0K | 0.01% | −756−78.3% | Reduced |
| Zions Bancorporation, N.A. | 211 | $25.0K | 0.00% | +11+5.5% | Added |
| Duncker Streett & Co Inc | 220 | $26.0K | 0.01% | −1,400−86.4% | Reduced |
| HHM Wealth Advisors, LLC | 220 | $26.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 225 | $27.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 231 | $27.0K | 0.00% | +10+4.5% | Added |
| Global Financial Private Client, LLC | 230 | $27.8K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 240 | $28.0K | 0.01% | −100−29.4% | Reduced |
| Ancora Advisors, LLC | 233 | $28.0K | 0.00% | +14+6.4% | Added |
| Riverview Trust Co | 239 | $28.0K | 0.03% | +40+20.1% | Added |
| Evoke Wealth, LLC | 239 | $28.0K | 0.00% | +120+100.8% | Added |
| Parkside Financial Bank & Trust | 241 | $29.0K | 0.01% | −130−35.0% | Reduced |
| Umb Bank N A | 238 | $29.0K | 0.00% | −77−24.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 243 | $29.0K | 0.03% | −9−3.6% | Reduced |
| Arrow Financial Corp | 250 | $30.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 252 | $30.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 250 | $30.0K | 0.00% | −1−0.4% | Reduced |
| Webster Bank, N. A. | 266 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 280 | $33.0K | 0.00% | +20+7.7% | Added |
| Bartlett & Co. Wealth Management LLC | 280 | $33.1K | 0.00% | +20+7.7% | Added |
| Covestor Ltd | 286 | $34.0K | 0.03% | −971−77.2% | Reduced |
| Center for Financial Planning, Inc. | 288 | $34.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 300 | $35.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $35.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 292 | $35.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 296 | $35.0K | 0.01% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 300 | $35.0K | 0.02% | +300 | New |
| Catalyst Capital Advisors LLC | 312 | $37.0K | 0.00% | −10,372−97.1% | Reduced |
| Hexagon Capital Partners LLC | 323 | $38.0K | 0.01% | +78+31.8% | Added |
| EverSource Wealth Advisors, LLC | 328 | $39.0K | 0.01% | −218−39.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 345 | $41.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 352 | $42.0K | 0.01% | +2+0.6% | Added |
| Versant Capital Management, Inc | 364 | $43.0K | 0.02% | −29−7.4% | Reduced |
| Baldwin Brothers Inc | 363 | $43.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 360 | $43.0K | 0.00% | +360 | New |
| Eagle Bay Advisors LLC | 373 | $44.0K | 0.03% | +93+33.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 380 | $44.0K | 0.02% | +380 | New |
| Atwood & Palmer Inc | 400 | $47.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 395 | $47.0K | 0.01% | +10+2.6% | Added |
| Piscataqua Savings Bank | 410 | $48.0K | 0.05% | −50−10.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 412 | $49.0K | 0.01% | −69−14.3% | Reduced |
| Country Trust Bank | 418 | $49.0K | 0.00% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 420 | $50.0K | 0.00% | −570−57.6% | Reduced |
| Ellis Investment Partners, LLC | 425 | $50.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 379 | $51.0K | 0.01% | +4+1.1% | Added |
| AlphaCentric Advisors LLC | 428 | $51.0K | 0.05% | +428 | New |
| Consultiva Wealth Management, Corp. | 475 | $56.0K | 1.57% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 475 | $56.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $59.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 502 | $59.0K | 0.01% | +85+20.4% | Added |
| Archer Investment Corp | 500 | $59.1K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 518 | $61.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 525 | $62.0K | 0.03% | +375+250.0% | Added |
| Rosenberg Matthew Hamilton | 529 | $63.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 535 | $63.3K | 0.04% | +150+39.0% | Added |
| Cambridge Trust Co | 546 | $65.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 580 | $69.0K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 600 | $71.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 601 | $71.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 620 | $73.0K | 0.01% | −22−3.4% | Reduced |
| HM Payson & Co | 662 | $78.0K | 0.00% | +300+82.9% | Added |
| Sargent Bickham Lagudis LLC | 686 | $81.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 681 | $81.0K | 0.01% | +46+7.2% | Added |
| Oxler Private Wealth LLC | 695 | $82.2K | 0.05% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 700 | $83.0K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 718 | $85.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 725 | $86.0K | 0.01% | −66−8.3% | Reduced |
| Tortoise Investment Management, LLC | 740 | $88.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 750 | $89.0K | 0.01% | −24−3.1% | Reduced |
| Vigilant Capital Management, LLC | 750 | $89.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 800 | $95.0K | 0.06% | 00.0% | Unchanged |
| Crewe Advisors LLC | 828 | $98.0K | 0.02% | +53+6.8% | Added |
| Proequities, Inc. | 829 | $98.0K | 0.01% | +334+67.5% | Added |
| Ameliora Wealth Management Ltd. | 750 | $98.0K | 0.05% | +750 | New |
| Lindbrook Capital, LLC | 845 | $100.0K | 0.02% | −36−4.1% | Reduced |