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 |
|---|---|---|---|---|---|
| CWM, LLC | 3,610 | $427.0K | 0.00% | +41+1.1% | Added |
| Teamwork Financial Advisors, LLC | 3,663 | $433.0K | 0.09% | +3,663 | New |
| 55I, LLC | 3,689 | $436.0K | 0.01% | +3,689 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,695 | $437.0K | 0.03% | −520−12.3% | Reduced |
| Rathbone Brothers plc | 3,762 | $445.0K | 0.01% | −100−2.6% | Reduced |
| MAI Capital Management | 3,768 | $446.0K | 0.01% | −151−3.9% | Reduced |
| Graham Capital Management, L.P. | 3,837 | $453.0K | 0.02% | +1,853+93.4% | Added |
| Trust Asset Management LLC | 3,926 | $464.0K | 0.06% | +226+6.1% | Added |
| Mason & Associates Inc | 3,929 | $465.0K | 0.16% | +3+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 3,969 | $469.0K | 0.01% | +139+3.6% | Added |
| Quantamental Technologies LLC | 3,963 | $469.0K | 0.18% | +3,963 | New |
| Synovus Financial Corp | 4,040 | $476.0K | 0.01% | −230−5.4% | Reduced |
| Paloma Partners Management Co | 4,024 | $476.0K | 0.09% | +2,376+144.2% | Added |
| DMG Group, LLC | 3,941 | $477.0K | 0.58% | +2,019+105.0% | Added |
| Congress Park Capital LLC | 4,105 | $485.0K | 0.32% | +750+22.4% | Added |
| Heritage Trust Co | 4,144 | $490.0K | 0.09% | −508−10.9% | Reduced |
| Cigna Investments Inc | 4,181 | $494.0K | 0.11% | −274−6.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 4,200 | $497.0K | 0.12% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 4,256 | $503.0K | 0.27% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,260 | $504.0K | 0.02% | −78,095−94.8% | Reduced |
| MMBG Investment Advisors Co. | 4,290 | $507.0K | 0.07% | 00.0% | Unchanged |
| GAM Holding AG | 4,286 | $507.0K | 0.04% | +3+0.1% | Added |
| Wade G W & Inc | 4,343 | $514.0K | 0.03% | +293+7.2% | Added |
| Quantinno Capital Management LP | 4,387 | $519.0K | 0.07% | +401+10.1% | Added |
| Prairiewood Capital, LLC | 4,428 | $524.0K | 0.43% | +233+5.6% | Added |
| Strategic Investment Advisors | 4,452 | $527.0K | 0.12% | −35−0.8% | Reduced |
| Perigon Wealth Management, LLC | 4,480 | $530.0K | 0.05% | −2,652−37.2% | Reduced |
| Sofos Investments, Inc. | 2,056 | $532.0K | 0.06% | −3,078−60.0% | Reduced |
| Jump Financial, LLC | 4,503 | $532.0K | 0.02% | +4,503 | New |
| Flagship Harbor Advisors, LLC | 4,537 | $536.0K | 0.06% | −626−12.1% | Reduced |
| Foster & Motley Inc | 4,539 | $537.0K | 0.05% | +1,456+47.2% | Added |
| Abundance Wealth Counselors | 4,583 | $542.0K | 0.15% | +87+1.9% | Added |
| Ethic Inc. | 4,588 | $543.0K | 0.04% | +1,571+52.1% | Added |
| Kestra Private Wealth Services, LLC | 4,637 | $548.0K | 0.03% | +12+0.3% | Added |
| Empirical Finance, LLC | 4,681 | $554.0K | 0.07% | +1,382+41.9% | Added |
| Advisory Services Network, LLC | 4,733 | $560.0K | 0.02% | +209+4.6% | Added |
| AtonRa Partners | 4,759 | $563.0K | 0.55% | −142−2.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 4,823 | $570.0K | 0.24% | −7,138−59.7% | Reduced |
| Pathstone Family Office, LLC | 4,939 | $584.5K | 0.01% | +1,140+30.0% | Added |
| Cetera Investment Advisers | 4,967 | $587.0K | 0.01% | −8,856−64.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,000 | $591.0K | 0.07% | −2,400−32.4% | Reduced |
| Reik & Co., LLC | 5,035 | $595.0K | 0.19% | +400+8.6% | Added |
| Ossiam | 5,034 | $595.0K | 0.02% | +1,811+56.2% | Added |
| Congress Wealth Management LLC | 5,048 | $596.0K | 0.02% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 5,050 | $597.0K | 0.29% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 5,048 | $597.0K | 0.37% | +493+10.8% | Added |
| CIBC World Markets Corp | 5,105 | $604.0K | 0.01% | −41,215−89.0% | Reduced |
| McAdam, LLC | 5,119 | $605.0K | 0.07% | +754+17.3% | Added |
| Cetera Advisors LLC | 5,141 | $608.0K | 0.02% | −802−13.5% | Reduced |
| Wellington Shields & Co., LLC | 5,306 | $627.0K | 0.27% | −136−2.5% | Reduced |
| XR Securities LLC | 5,312 | $628.0K | 0.58% | +930+21.2% | Added |
| Orion Portfolio Solutions, LLC | 5,314 | $628.0K | 0.02% | +3,227+154.6% | Added |
| CMT Capital Markets Trading GmbH | 5,364 | $634.0K | 0.26% | +5,364 | New |
| Hongkou Capital LP | 5,400 | $639.0K | 1.57% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,399 | $639.0K | 0.03% | +3,113+136.2% | Added |
| Capital Markets Trading UK LLP | 5,424 | $641.0K | 0.69% | +5,424 | New |
| Kovack Advisors, Inc. | 5,465 | $646.0K | 0.09% | +70+1.3% | Added |
| Bristlecone Advisors, LLC | 5,551 | $656.0K | 0.09% | −79−1.4% | Reduced |
| Money Concepts Capital Corp | 5,554 | $657.0K | 0.04% | +317+6.1% | Added |
| Hellman Jordan Management Co Inc | 5,557 | $657.0K | 1.14% | +5,557 | New |
| Westwood Holdings Group Inc. | 5,588 | $660.0K | 0.01% | −327−5.5% | Reduced |
| swisspartners Ltd. | 5,600 | $662.0K | 0.69% | −1,300−18.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,628 | $666.0K | 0.04% | −115−2.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,659 | $669.0K | 0.03% | −1,767−23.8% | Reduced |
| Cerity Partners LLC | 5,717 | $676.0K | 0.01% | −574−9.1% | Reduced |
| Advisor Partners II, LLC | 5,787 | $684.0K | 0.05% | +5,787 | New |
| Beck Bode, LLC | 5,789 | $685.0K | 0.15% | −112−1.9% | Reduced |
| Metis Global Partners, LLC | 5,947 | $704.0K | 0.11% | +386+6.9% | Added |
| Precision Wealth Strategies, LLC | 5,330 | $709.0K | 0.63% | −3,696−40.9% | Reduced |
| Integrated Wealth Concepts LLC | 6,013 | $711.0K | 0.02% | −709−10.5% | Reduced |
| Wedbush Securities Inc | 6,045 | $715.0K | 0.04% | −422−6.5% | Reduced |
| CV Advisors LLC | 6,084 | $719.0K | 0.71% | −1,696−21.8% | Reduced |
| Coastal Capital Group, Inc. | 6,108 | $722.0K | 0.21% | 00.0% | Unchanged |
| Chelsea Counsel Co | 6,202 | $733.0K | 0.45% | −50−0.8% | Reduced |
| Commerce Bank | 6,209 | $734.0K | 0.01% | +1,180+23.5% | Added |
| Park Avenue Securities LLC | 6,221 | $736.0K | 0.01% | +2,976+91.7% | Added |
| Wealthcare Advisory Partners LLC | 6,237 | $738.0K | 0.04% | −503−7.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,256 | $740.0K | 0.01% | −400−6.0% | Reduced |
| Ontario Teachers Pension Plan Board | 6,328 | $748.0K | 0.01% | +3,109+96.6% | Added |
| TD Waterhouse Canada Inc. | 6,069 | $751.9K | 0.01% | −199−3.2% | Reduced |
| Bessemer Group Inc | 6,381 | $755.0K | 0.00% | −1,081−14.5% | Reduced |
| Osher Van de Voorde Investment Management | 6,540 | $773.0K | 0.21% | −25−0.4% | Reduced |
| Brinker Capital Investments, LLC | 6,573 | $777.0K | 0.02% | +3,666+126.1% | Added |
| Parallel Advisors, LLC | 6,582 | $778.0K | 0.04% | −771−10.5% | Reduced |
| Truist Financial Corp | 6,592 | $779.0K | 0.00% | +306+4.9% | Added |
| Tokio Marine Asset Management Co Ltd | 6,644 | $786.0K | 0.07% | +250+3.9% | Added |
| Corient Capital Partners, LLC | 5,500 | $786.0K | 0.06% | +118+2.2% | Added |
| Symmetry Partners, LLC | 6,714 | $794.0K | 0.05% | +2,654+65.4% | Added |
| GWM Advisors LLC | 6,764 | $800.0K | 0.01% | −1,237−15.5% | Reduced |
| Hudson Canyon Capital Management | 6,790 | $802.9K | 0.80% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 6,800 | $804.0K | 0.69% | −922−11.9% | Reduced |
| One Capital Management, LLC | 6,864 | $811.0K | 0.05% | +139+2.1% | Added |
| Wetherby Asset Management Inc | 6,896 | $816.0K | 0.06% | +873+14.5% | Added |
| Lavaca Capital LLC | 5,000 | $820.0K | 0.46% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,946 | $821.0K | 0.12% | −2,787−28.6% | Reduced |
| Hodges Capital Management Inc. | 7,000 | $828.0K | 0.14% | −950−11.9% | Reduced |
| Stratos Wealth Partners, LTD. | 7,030 | $831.0K | 0.02% | −2,226−24.0% | Reduced |
| Veritable, L.P. | 7,110 | $841.0K | 0.02% | +1,781+33.4% | Added |
| Mather Group, LLC. | 7,200 | $851.0K | 0.02% | −531−6.9% | Reduced |
| AIA Group Ltd | 7,223 | $854.0K | 0.06% | −1,268−14.9% | Reduced |