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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 865 | $102.0K | 0.00% | −2−0.2% | Reduced |
| Harvest Fund Management Co., Ltd | 888 | $105.0K | 0.03% | −644−42.0% | Reduced |
| Byrne Asset Management LLC | 888 | $105.0K | 0.08% | −63−6.6% | Reduced |
| Altshuler Shaham Ltd | 906 | $107.0K | 0.00% | −105−10.4% | Reduced |
| Loomis Sayles & Co L P | 911 | $108.0K | 0.00% | +885+3,403.8% | Added |
| Eisler Capital (UK) Ltd. | 948 | $112.0K | 0.02% | +948 | New |
| Financial Synergies Wealth Advisors, Inc. | 964 | $114.0K | 0.02% | −765−44.2% | Reduced |
| Salem Investment Counselors Inc | 984 | $116.0K | 0.01% | +100+11.3% | Added |
| Spirit of America Management Corp | 1,000 | $118.0K | 0.03% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 1,000 | $118.0K | 0.12% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $118.0K | 0.07% | +1,000 | New |
| Heritage Wealth Advisors | 1,000 | $118.3K | 0.01% | −2−0.2% | Reduced |
| Estabrook Capital Management | 1,000 | $118.3K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,002 | $118.5K | 0.11% | 00.0% | Unchanged |
| Huntington National Bank | 1,012 | $120.0K | 0.00% | +139+15.9% | Added |
| Ci Investments Inc. | 1,093 | $129.0K | 0.00% | −906−45.3% | Reduced |
| Denali Advisors LLC | 1,100 | $130.0K | 0.06% | +700+175.0% | Added |
| Roberts Capital Advisors, LLC | 1,144 | $135.0K | 0.20% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,319 | $144.0K | 0.00% | −307−8.5% | Reduced |
| Covington Capital Management | 1,231 | $146.0K | 0.01% | +146+13.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,250 | $147.0K | 0.01% | +1,250 | New |
| Resources Management Corp | 1,250 | $148.0K | 0.03% | +35+2.9% | Added |
| Zullo Investment Group, Inc. | 1,289 | $152.0K | 0.10% | −130−9.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,303 | $154.0K | 0.01% | +978+300.9% | Added |
| Activest Wealth Management | 1,264 | $159.0K | 0.05% | +1,026+431.1% | Added |
| New Vernon Capital Holdings II LLC | 1,380 | $163.0K | 0.17% | −1,118−44.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,436 | $170.0K | 0.03% | +250+21.1% | Added |
| Allworth Financial LP | 1,452 | $172.0K | 0.00% | −328−18.4% | Reduced |
| Clear Street Markets LLC | 1,456 | $172.0K | 0.03% | +1,456 | New |
| C M Bidwell & Associates Ltd | 1,459 | $173.0K | 0.14% | −241−14.2% | Reduced |
| Axiom Investment Management LLC | 1,500 | $177.0K | 0.35% | +1,500 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $177.9K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,557 | $184.0K | 0.11% | +92+6.3% | Added |
| First Command Bank | 1,602 | $189.0K | 0.03% | −250−13.5% | Reduced |
| First Command Financial Services, Inc. | 1,602 | $189.0K | 0.03% | −250−13.5% | Reduced |
| Quadrant Capital Group LLC | 1,705 | $202.0K | 0.03% | −192−10.1% | Reduced |
| Azimuth Capital Investment Management LLC | 1,708 | $202.0K | 0.01% | +1,708 | New |
| Arete Wealth Advisors, LLC | 1,720 | $203.0K | 0.02% | −50−2.8% | Reduced |
| Gries Financial LLC | 1,715 | $203.0K | 0.09% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,725 | $204.0K | 0.01% | −484−21.9% | Reduced |
| Cozad Asset Management Inc | 1,726 | $204.0K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,726 | $204.0K | 0.01% | +18+1.1% | Added |
| Savant Capital, LLC | 1,723 | $204.0K | 0.01% | +1,723 | New |
| Mayfair Advisory Group, LLC | 1,692 | $205.0K | 0.29% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,744 | $206.0K | 0.01% | −1,418−44.8% | Reduced |
| Buckingham Strategic Partners | 1,743 | $206.0K | 0.01% | +1,743 | New |
| Westwood Wealth Management | 1,750 | $207.0K | 0.26% | −400−18.6% | Reduced |
| Magnetar Financial LLC | 1,750 | $207.0K | 0.00% | +1,750 | New |
| Parsons Capital Management Inc | 1,760 | $208.0K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 1,755 | $208.0K | 0.02% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,768 | $209.0K | 0.02% | 00.0% | Unchanged |
| Monolith Advisors | 1,766 | $209.0K | 0.23% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,772 | $210.0K | 0.17% | −6,506−78.6% | Reduced |
| Intrepid Financial Planning Group LLC | 1,775 | $210.0K | 0.12% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,773 | $210.0K | 0.10% | +63+3.7% | Added |
| Oak Grove Capital LLC | 1,790 | $212.0K | 0.07% | −567−24.1% | Reduced |
| Montag A & Associates Inc | 1,801 | $213.0K | 0.01% | −1,299−41.9% | Reduced |
| Avitas Wealth Management LLC | 1,804 | $213.0K | 0.05% | −638−26.1% | Reduced |
| Vantage Consulting Group Inc | 1,811 | $214.0K | 0.13% | −78−4.1% | Reduced |
| Syntax Advisors, LLC | 1,811 | $214.0K | 0.18% | −78−4.1% | Reduced |
| Sandy Spring Bank | 1,810 | $214.0K | 0.01% | −25−1.4% | Reduced |
| Brown Brothers Harriman & Co | 1,811 | $214.0K | 0.00% | +39+2.2% | Added |
| Intrust Bank NA | 1,837 | $217.0K | 0.03% | −130−6.6% | Reduced |
| Krilogy Financial LLC | 1,838 | $217.0K | 0.03% | −47−2.5% | Reduced |
| Independent Advisor Alliance | 1,846 | $218.0K | 0.01% | −150−7.5% | Reduced |
| Laidlaw Wealth Management LLC | 1,843 | $218.0K | 0.05% | +200+12.2% | Added |
| Blue Fin Capital, Inc. | 1,866 | $220.0K | 0.08% | +11+0.6% | Added |
| Laurel Wealth Advisors, Inc. | 1,874 | $222.0K | 0.02% | −19−1.0% | Reduced |
| First Dallas Securities Inc. | 1,875 | $222.0K | 0.15% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,886 | $223.0K | 0.01% | −276−12.8% | Reduced |
| Crescent Grove Advisors, LLC | 1,886 | $223.0K | 0.03% | +350+22.8% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,907 | $226.0K | 0.19% | +481+33.7% | Added |
| Forum Financial Management, LP | 1,922 | $227.0K | 0.01% | −685−26.3% | Reduced |
| Virtus ETF Advisers LLC | 1,940 | $229.0K | 0.09% | −5,173−72.7% | Reduced |
| Lake Street Financial LLC | 1,949 | $230.0K | 0.05% | +201+11.5% | Added |
| Chicago Capital, LLC | 1,955 | $231.0K | 0.01% | −33−1.7% | Reduced |
| Wolverine Trading, LLC | 1,961 | $232.0K | 0.01% | −41,002−95.4% | Reduced |
| Paragon Wealth Strategies, LLC | 2,000 | $236.0K | 0.23% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,000 | $236.0K | 0.14% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2,000 | $236.0K | 0.10% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,015 | $238.0K | 0.02% | −3,175−61.2% | Reduced |
| RWM Asset Management, LLC | 2,010 | $238.0K | 0.05% | +2,000+20,000.0% | Added |
| Optimum Investment Advisors | 2,024 | $239.0K | 0.13% | −200−9.0% | Reduced |
| Veriti Management LLC | 2,028 | $240.0K | 0.04% | −268−11.7% | Reduced |
| Edgestream Partners, L.P. | 2,040 | $241.0K | 0.02% | +2,040 | New |
| Brighton Jones LLC | 2,048 | $242.0K | 0.01% | +425+26.2% | Added |
| Summit Asset Management, LLC | 2,070 | $245.0K | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,077 | $246.0K | 0.00% | −140−6.3% | Reduced |
| Pacitti Group Inc. | 2,092 | $247.0K | 0.20% | +2,092 | New |
| Peapack Gladstone Financial Corp | 2,100 | $248.0K | 0.01% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,101 | $248.0K | 0.11% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 2,100 | $248.0K | 0.01% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,103 | $249.0K | 0.17% | −683−24.5% | Reduced |
| Boothbay Fund Management, LLC | 2,105 | $249.0K | 0.01% | +272+14.8% | Added |
| Jacobi Capital Management LLC | 2,120 | $251.0K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,122 | $251.0K | 0.00% | +99+4.9% | Added |
| Glenmede Trust Co NA | 2,137 | $252.0K | 0.00% | +181+9.3% | Added |
| Gsa Capital Partners LLP | 2,149 | $254.0K | 0.03% | +2,149 | New |
| Cypress Capital Group | 2,169 | $257.0K | 0.04% | −47−2.1% | Reduced |
| Transcend Wealth Collective, LLC | 2,200 | $260.0K | 0.03% | +33+1.5% | Added |