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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 17,435 | $2.06M | 0.01% | −231,722−93.0% | Reduced |
| Macquarie Group Ltd | 17,307 | $2.05M | 0.00% | −141−0.8% | Reduced |
| Old Port Advisors | 16,280 | $2.04M | 0.81% | +5,070+45.2% | Added |
| Knuff & Co LLC | 17,238 | $2.04M | 0.96% | −1,026−5.6% | Reduced |
| Cetera Advisor Networks LLC | 17,108 | $2.02M | 0.03% | −3,046−15.1% | Reduced |
| Bamco Inc | 17,000 | $2.01M | 0.01% | +5,300+45.3% | Added |
| Reynders McVeigh Capital Management, LLC | 16,760 | $1.98M | 0.15% | +2,311+16.0% | Added |
| Kestra Advisory Services, LLC | 16,640 | $1.97M | 0.02% | −362−2.1% | Reduced |
| JustInvest LLC | 16,418 | $1.94M | 0.09% | −1,028−5.9% | Reduced |
| SG Americas Securities, LLC | 16,379 | $1.94M | 0.03% | −13,251−44.7% | Reduced |
| Exchange Traded Concepts, LLC | 16,216 | $1.92M | 0.06% | +4,042+33.2% | Added |
| Thrivent Financial for Lutherans | 16,141 | $1.91M | 0.01% | −314−1.9% | Reduced |
| Richard P Slaughter Associates Inc | 15,949 | $1.89M | 0.80% | +1,934+13.8% | Added |
| Ipswich Investment Management Co., Inc. | 15,583 | $1.84M | 0.59% | −835−5.1% | Reduced |
| Prudential PLC | 15,285 | $1.81M | 0.03% | +5,749+60.3% | Added |
| Captrust Financial Advisors | 15,101 | $1.79M | 0.01% | +4,158+38.0% | Added |
| Financial Advisors Network, Inc. | 15,020 | $1.78M | 0.52% | −277−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 14,922 | $1.76M | 0.03% | −941−5.9% | Reduced |
| Blair William & Co | 14,771 | $1.75M | 0.01% | +20+0.1% | Added |
| Crossmark Global Holdings, Inc. | 14,777 | $1.75M | 0.05% | +194+1.3% | Added |
| Almanack Investment Partners, LLC. | 14,578 | $1.72M | 0.34% | +14,578 | New |
| BNC Wealth Management, LLC | 14,568 | $1.72M | 1.04% | +14,568 | New |
| Slow Capital, Inc. | 14,456 | $1.71M | 0.37% | +76+0.5% | Added |
| Vident Investment Advisory, LLC | 15,466 | $1.69M | 0.05% | +13,860+863.0% | Added |
| Allstate Corp | 14,011 | $1.66M | 0.05% | +335+2.4% | Added |
| Advisors Asset Management, Inc. | 13,983 | $1.65M | 0.03% | +338+2.5% | Added |
| Intrinsic Value Partners, LLC | 13,850 | $1.64M | 2.28% | +3,715+36.7% | Added |
| Arkadios Wealth Advisors | 13,377 | $1.58M | 0.24% | +350+2.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 13,213 | $1.56M | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,174 | $1.56M | 0.02% | −9,498−41.9% | Reduced |
| 180 Wealth Advisors, LLC | 13,172 | $1.56M | 0.43% | −361−2.7% | Reduced |
| Verition Fund Management LLC | 13,112 | $1.55M | 0.02% | +9,676+281.6% | Added |
| Princeton Capital Management LLC | 13,005 | $1.54M | 0.67% | −520−3.8% | Reduced |
| Merit Financial Group, LLC | 12,971 | $1.53M | 0.07% | −2,831−17.9% | Reduced |
| Maven Securities LTD | 12,930 | $1.53M | 0.07% | +9,247+251.1% | Added |
| United Services Automobile Association | 12,915 | $1.53M | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,914 | $1.53M | 0.07% | −267−2.0% | Reduced |
| Banco Santander, S.A. | 12,740 | $1.51M | 0.02% | −34−0.3% | Reduced |
| Circle Wealth Management, LLC | 12,687 | $1.50M | 0.25% | −77−0.6% | Reduced |
| Oak Associates, Ltd | 12,591 | $1.49M | 0.13% | +3,198+34.0% | Added |
| Acadian Asset Management LLC | 12,547 | $1.48M | 0.01% | +6,061+93.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,496 | $1.48M | 0.04% | −1,335−9.7% | Reduced |
| Capital Financial Services, LLC | 12,469 | $1.47M | 2.18% | +85+0.7% | Added |
| Shell Asset Management Co | 12,225 | $1.45M | 0.06% | −2,873−19.0% | Reduced |
| C2C Wealth Management, LLC | 11,441 | $1.44M | 0.28% | −300−2.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,057 | $1.43M | 0.13% | +234+2.0% | Added |
| Twin Capital Management Inc | 11,952 | $1.41M | 0.19% | −75−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 11,900 | $1.41M | 0.11% | −11,398−48.9% | Reduced |
| Pinnacle Wealth Management, LLC | 11,832 | $1.40M | 1.70% | +11,832 | New |
| American Portfolios Advisors | 11,783 | $1.39M | 0.06% | +4,823+69.3% | Added |
| Baird Financial Group, Inc. | 11,712 | $1.39M | 0.00% | +4,313+58.3% | Added |
| Moloney Securities Asset Management, LLC | 11,661 | $1.38M | 0.33% | +775+7.1% | Added |
| United Capital Financial Advisers, LLC | 11,560 | $1.37M | 0.01% | +680+6.3% | Added |
| Caas Capital Management LP | 11,532 | $1.36M | 0.18% | +6,764+141.9% | Added |
| Vestcor Inc | 11,468 | $1.36M | 0.05% | −20.0% | Reduced |
| Sigma Planning Corp | 11,428 | $1.35M | 0.05% | −89−0.8% | Reduced |
| Tredje AP-fonden | 11,418 | $1.35M | 0.03% | −16,667−59.3% | Reduced |
| Panagora Asset Management Inc | 11,376 | $1.34M | 0.01% | −47−0.4% | Reduced |
| Regentatlantic Capital LLC | 11,193 | $1.32M | 0.04% | −3,136−21.9% | Reduced |
| AE Wealth Management LLC | 11,199 | $1.32M | 0.01% | +2,022+22.0% | Added |
| Pendal Group Limited | 11,176 | $1.32M | 0.01% | +7,202+181.2% | Added |
| Cutler Group LP | 11,165 | $1.32M | 0.16% | −34,793−75.7% | Reduced |
| First Citizens Bank & Trust Co | 11,057 | $1.31M | 0.04% | −3,877−26.0% | Reduced |
| Northwest & Ethical Investments L.P. | 11,044 | $1.31M | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,951 | $1.29M | 0.11% | +4,475+69.1% | Added |
| Independent Financial Group, LLC | 10,937 | $1.29M | 0.12% | +2,288+26.5% | Added |
| Patten & Patten Inc | 10,876 | $1.29M | 0.12% | −574−5.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 10,306 | $1.28M | 0.12% | −1,195−10.4% | Reduced |
| TD Private Client Wealth LLC | 10,661 | $1.26M | 0.06% | −188−1.7% | Reduced |
| Aquatic Capital Management LLC | 10,600 | $1.25M | 0.12% | +10,600 | New |
| Everence Capital Management Inc | 10,580 | $1.25M | 0.12% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 10,572 | $1.25M | 0.14% | −124−1.2% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 10,504 | $1.24M | 0.60% | +3,630+52.8% | Added |
| Brookfield Asset Management Inc. | 10,476 | $1.24M | 0.00% | +10,476 | New |
| Ieq Capital, LLC | 10,294 | $1.22M | 0.03% | +3,859+60.0% | Added |
| Riverview Capital Advisers, LLC | 10,050 | $1.19M | 0.75% | +50+0.5% | Added |
| Mark Asset Management LP | 10,000 | $1.18M | 0.29% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 10,000 | $1.18M | 0.47% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 9,605 | $1.14M | 0.19% | −1,091−10.2% | Reduced |
| National Asset Management, Inc. | 9,604 | $1.14M | 0.03% | +2,675+38.6% | Added |
| Fifth Third Bancorp | 9,548 | $1.13M | 0.01% | +1,286+15.6% | Added |
| Brandywine Managers, LLC | 9,510 | $1.13M | 3.70% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 9,232 | $1.09M | 0.02% | +698+8.2% | Added |
| Motley Fool Asset Management LLC | 9,152 | $1.08M | 0.11% | −54−0.6% | Reduced |
| Wealthfront Advisers LLC | 9,143 | $1.08M | 0.01% | −6,162−40.3% | Reduced |
| South Dakota Investment Council | 9,114 | $1.08M | 0.03% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 9,000 | $1.06M | 0.23% | 00.0% | Unchanged |
| Ulysses Management LLC | 9,000 | $1.06M | 0.29% | +9,000 | New |
| Focus Financial Network, Inc. | 8,978 | $1.06M | 0.09% | −436−4.6% | Reduced |
| Green Alpha Advisors, LLC | 8,935 | $1.06M | 0.90% | −77,650−89.7% | Reduced |
| E Fund Management Co., Ltd. | 8,940 | $1.06M | 0.10% | +237+2.7% | Added |
| ExodusPoint Capital Management, LP | 8,908 | $1.05M | 0.01% | +8,908 | New |
| Centaurus Financial, Inc. | 8,860 | $1.05M | 0.10% | −110−1.2% | Reduced |
| Woodmont Investment Counsel LLC | 8,837 | $1.04M | 0.13% | −35−0.4% | Reduced |
| Momentum Advisors, LLC | 8,690 | $1.03M | 1.14% | +219+2.6% | Added |
| OPSEU Pension Plan Trust Fund | 8,481 | $1.02M | 0.27% | −40.0% | Reduced |
| Redwood Investments, LLC | 8,490 | $1.00M | 0.13% | −808−8.7% | Reduced |
| Profit Investment Management, LLC | 8,296 | $982.0K | 0.75% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 7,366 | $974.0K | 0.51% | +21+0.3% | Added |
| Stevard, LLC | 8,188 | $968.0K | 0.91% | +8,188 | New |