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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
RB Capital Management, LLC2,199$260.0K0.10%+92+4.4%Added
Perfromance Wealth Partners, LLC2,210$261.0K0.02%−700−24.1%Reduced
Murphy Pohlad Asset Management LLC2,215$261.0K0.12%+2,215New
Northeast Financial Consultants Inc2,210$261.0K0.02%+2,210New
Seeyond2,231$263.0K0.03%+201+9.9%Added
White Knight Strategic Wealth Advisors, LLC2,234$264.0K0.38%+2,234New
Modus Advisors, LLC2,259$267.0K0.14%+129+6.1%Added
Means Investment Co., Inc.2,266$268.0K0.06%−40−1.7%Reduced
Aberdeen Wealth Management LLC2,315$274.0K0.24%00.0%Unchanged
Buckingham Strategic Wealth, LLC2,325$275.0K0.01%−22−0.9%Reduced
Western Wealth Management, LLC2,341$276.0K0.02%+137+6.2%Added
Gladstone Institutional Advisory LLC2,353$278.0K0.02%−64−2.6%Reduced
Wealth Effects LLC2,371$280.0K0.17%00.0%Unchanged
Apollon Wealth Management, LLC2,377$281.0K0.02%−558−19.0%Reduced
Sentry Investment Management LLC2,380$281.0K0.13%00.0%Unchanged
Beacon Pointe Advisors, LLC2,395$282.0K0.01%−140−5.5%Reduced
Hoey Investments, Inc2,386$282.0K0.12%+1,250+110.0%Added
Enlightenment Research, LLC2,400$284.0K0.63%+2,400New
Alps Advisors Inc2,416$286.0K0.00%+81+3.5%Added
Conning Inc.2,439$288.0K0.01%−174−6.7%Reduced
Abbrea Capital, LLC2,434$288.0K0.05%00.0%Unchanged
AdvisorNet Financial, Inc2,437$288.0K0.03%+6+0.2%Added
Great Valley Advisor Group, Inc.2,446$289.0K0.02%−1,714−41.2%Reduced
Sheaff Brock Investment Advisors, LLC2,448$289.0K0.04%−79−3.1%Reduced
Humankind Investments LLC2,442$289.0K0.14%+216+9.7%Added
Miracle Mile Advisors, LLC2,448$289.0K0.01%+2,448New
J.W. Cole Advisors, Inc.2,453$290.0K0.02%−858−25.9%Reduced
IHT Wealth Management, LLC2,449$290.0K0.02%+149+6.5%Added
Jackson Creek Investment Advisors LLC2,467$292.0K0.14%−660−21.1%Reduced
DuPont Capital Management Corp2,498$295.0K0.02%−435−14.8%Reduced
Harbour Investments, Inc.2,067$295.0K0.02%00.0%Unchanged
Philadelphia Trust Co2,505$296.0K0.03%−100−3.8%Reduced
Keebeck Wealth Management, LLC2,500$296.0K0.06%00.0%Unchanged
Broderick Brian C2,500$296.0K0.09%+2,500New
Ballentine Partners, LLC2,512$297.0K0.01%+594+31.0%Added
Kaizen Financial Strategies2,509$297.0K0.30%+2,509New
M Holdings Securities, Inc.2,523$298.0K0.03%−8−0.3%Reduced
Horizon Investments, LLC2,528$299.0K0.01%−1,428−36.1%Reduced
Malaga Cove Capital, LLC2,526$299.0K0.17%+2,526New
Cahill Wealth Management, LLC2,570$303.0K0.27%00.0%Unchanged
Valeo Financial Advisors, LLC2,577$305.0K0.02%−155−5.7%Reduced
Sawtooth Solutions, LLC2,577$305.0K0.04%+216+9.1%Added
National Wealth Management Group, LLC2,602$307.7K0.40%−887−25.4%Reduced
Bluestein R H & Co2,611$309.0K0.02%−500−16.1%Reduced
Lee Financial Co2,616$309.0K0.06%+4+0.2%Added
Regal Investment Advisors LLC2,677$317.0K0.03%−34−1.3%Reduced
Mount Lucas Management LP2,693$318.0K0.11%−53−1.9%Reduced
Paradigm Financial Partners, LLC2,538$318.0K0.10%+2,538New
Global Retirement Partners, LLC2,130$320.0K0.02%+213+11.1%Added
Qtron Investments LLC2,729$323.0K0.08%+698+34.4%Added
Spire Wealth Management2,750$325.0K0.02%−236−7.9%Reduced
Principle Wealth Partners LLC2,745$325.0K0.04%00.0%Unchanged
Sequoia Financial Advisors, LLC2,756$326.0K0.01%−406−12.8%Reduced
Ascent Group, LLC2,172$327.0K0.04%+495+29.5%Added
GFG Capital, LLC2,770$328.0K0.11%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,783$329.0K0.10%+50+1.8%Added
Echo Street Capital Management LLC2,786$329.0K0.00%+967+53.2%Added
Boston Private Wealth LLC2,777$329.0K0.00%+1,061+61.8%Added
Greenleaf Trust2,813$333.0K0.00%−217−7.2%Reduced
Claro Advisors LLC2,353$336.0K0.13%00.0%Unchanged
Fairfield Financial Advisors, LTD2,843$336.2K0.16%−42−1.5%Reduced
Signaturefd, LLC2,875$340.0K0.01%−1,212−29.7%Reduced
Diversified Trust Co2,885$341.0K0.02%+153+5.6%Added
Cornerstone Wealth Management, LLC2,923$346.0K0.04%00.0%Unchanged
PKO Investment Management Joint-Stock Co3,000$354.8K0.06%−171−5.4%Reduced
Xcel Wealth Management, LLC3,016$357.0K0.13%+640+26.9%Added
Keybank National Association3,028$358.0K0.00%−195−6.1%Reduced
EMC Capital Management2,000$358.0K0.33%00.0%Unchanged
Cable Hill Partners, LLC3,036$359.0K0.07%+125+4.3%Added
Private Capital Management LLC3,045$360.0K0.13%−25−0.8%Reduced
Shilanski & Associates, Inc.3,045$360.0K0.13%+3,045New
Wipfli Financial Advisors LLC,3,045$360.0K0.03%+3,045New
Pinnacle Associates Ltd3,057$361.0K0.01%+552+22.0%Added
Bridgecreek Investment Management, LLC3,100$367.0K0.08%+3,100New
Avaii Wealth Management, LLC3,133$370.0K0.38%+291+10.2%Added
Wilbanks Smith & Thomas Asset Management LLC3,150$372.0K0.02%−400−11.3%Reduced
Aft, Forsyth & Company, Inc.3,165$374.0K0.33%00.0%Unchanged
Brown Advisory Inc3,183$376.0K0.00%+481+17.8%Added
Meiji Yasuda Life Insurance Co3,191$377.0K0.01%+3,191New
Clarius Group, LLC3,196$378.0K0.04%−177−5.2%Reduced
First Manhattan Co3,205$378.0K0.00%00.0%Unchanged
Great Lakes Advisors, LLC3,224$382.0K0.01%−17,876−84.7%Reduced
Fund Management at Engine No. 1 LLC3,234$382.0K0.11%−258−7.4%Reduced
Snowden Capital Advisors LLC3,245$383.0K0.02%−316−8.9%Reduced
Carl P. Sherr & Co., LLC3,252$385.0K0.31%−150−4.4%Reduced
Ropes Wealth Advisors LLC3,268$386.0K0.08%00.0%Unchanged
Balasa Dinverno & Foltz LLC3,288$389.0K0.02%+63+2.0%Added
Lido Advisors, LLC3,309$391.0K0.01%−1,114−25.2%Reduced
Ritholtz Wealth Management3,307$391.0K0.02%+3,307New
Stephens Inc3,326$393.0K0.01%+98+3.0%Added
U.S. Capital Wealth Advisors, LLC3,364$398.0K0.02%+250+8.0%Added
Susquehanna International Securities, Ltd.3,276$400.0K0.78%+400+13.9%Added
Tiaa, FSB3,419$404.0K0.00%−493−12.6%Reduced
World Equity Group, Inc.3,430$405.6K0.10%00.0%Unchanged
Continuum Advisory, LLC3,450$408.0K0.07%+390+12.7%Added
ARS Investment Partners, LLC3,510$415.0K0.06%+3,510New
NuWave Investment Management, LLC3,548$420.0K0.48%−3,810−51.8%Reduced
Mirova3,566$421.0K0.07%−2,503−41.2%Reduced
Moody National Bank Trust Division3,574$423.0K0.04%+77+2.2%Added
Summit Wealth & Retirement Planning, Inc.3,585$424.0K0.17%−10−0.3%Reduced