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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 8,133 | $962.0K | 0.12% | +8,133 | New |
| Redpoint Investment Management Pty Ltd | 7,971 | $943.0K | 0.14% | −1,485−15.7% | Reduced |
| IMS Capital Management | 7,834 | $926.0K | 0.64% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,833 | $926.0K | 0.03% | +6,247+393.9% | Added |
| Avantax Advisory Services, Inc. | 7,804 | $923.0K | 0.01% | +164+2.1% | Added |
| Assenagon Asset Management S.A. | 7,781 | $920.0K | 0.00% | +5,533+246.1% | Added |
| Paragon Capital Management Inc | 7,749 | $916.3K | 0.90% | −1,103−12.5% | Reduced |
| Capital Counsel LLC | 7,747 | $916.0K | 0.06% | +30+0.4% | Added |
| D.A. Davidson & Co. | 7,673 | $907.0K | 0.01% | +25+0.3% | Added |
| Washington Trust Co | 7,583 | $897.0K | 0.05% | +121+1.6% | Added |
| Siemens Fonds Invest GmbH | 7,377 | $872.0K | 0.10% | −352−4.6% | Reduced |
| International Assets Investment Management, LLC | 7,352 | $869.0K | 0.19% | −379−4.9% | Reduced |
| Aurora Investment Counsel | 7,322 | $866.0K | 0.66% | −598−7.6% | Reduced |
| JT Stratford LLC | 7,300 | $863.0K | 0.31% | +7,300 | New |
| Prime Capital Investment Advisors, LLC | 7,278 | $861.0K | 0.05% | −15,009−67.3% | Reduced |
| Walleye Trading LLC | 7,227 | $855.0K | 0.03% | +7,227 | New |
| AIA Group Ltd | 7,223 | $854.0K | 0.06% | −1,268−14.9% | Reduced |
| Mather Group, LLC. | 7,200 | $851.0K | 0.02% | −531−6.9% | Reduced |
| Veritable, L.P. | 7,110 | $841.0K | 0.02% | +1,781+33.4% | Added |
| Stratos Wealth Partners, LTD. | 7,030 | $831.0K | 0.02% | −2,226−24.0% | Reduced |
| Hodges Capital Management Inc. | 7,000 | $828.0K | 0.14% | −950−11.9% | Reduced |
| SeaCrest Wealth Management, LLC | 6,946 | $821.0K | 0.12% | −2,787−28.6% | Reduced |
| Lavaca Capital LLC | 5,000 | $820.0K | 0.46% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,896 | $816.0K | 0.06% | +873+14.5% | Added |
| One Capital Management, LLC | 6,864 | $811.0K | 0.05% | +139+2.1% | Added |
| Capstone Triton Financial Group, LLC | 6,800 | $804.0K | 0.69% | −922−11.9% | Reduced |
| Hudson Canyon Capital Management | 6,790 | $802.9K | 0.80% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,764 | $800.0K | 0.01% | −1,237−15.5% | Reduced |
| Symmetry Partners, LLC | 6,714 | $794.0K | 0.05% | +2,654+65.4% | 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 |
| Truist Financial Corp | 6,592 | $779.0K | 0.00% | +306+4.9% | Added |
| Parallel Advisors, LLC | 6,582 | $778.0K | 0.04% | −771−10.5% | Reduced |
| Brinker Capital Investments, LLC | 6,573 | $777.0K | 0.02% | +3,666+126.1% | Added |
| Osher Van de Voorde Investment Management | 6,540 | $773.0K | 0.21% | −25−0.4% | Reduced |
| Bessemer Group Inc | 6,381 | $755.0K | 0.00% | −1,081−14.5% | Reduced |
| TD Waterhouse Canada Inc. | 6,069 | $751.9K | 0.01% | −199−3.2% | Reduced |
| Ontario Teachers Pension Plan Board | 6,328 | $748.0K | 0.01% | +3,109+96.6% | Added |
| Steward Partners Investment Advisory, LLC | 6,256 | $740.0K | 0.01% | −400−6.0% | Reduced |
| Wealthcare Advisory Partners LLC | 6,237 | $738.0K | 0.04% | −503−7.5% | Reduced |
| Park Avenue Securities LLC | 6,221 | $736.0K | 0.01% | +2,976+91.7% | Added |
| Commerce Bank | 6,209 | $734.0K | 0.01% | +1,180+23.5% | Added |
| Chelsea Counsel Co | 6,202 | $733.0K | 0.45% | −50−0.8% | Reduced |
| Coastal Capital Group, Inc. | 6,108 | $722.0K | 0.21% | 00.0% | Unchanged |
| CV Advisors LLC | 6,084 | $719.0K | 0.71% | −1,696−21.8% | Reduced |
| Wedbush Securities Inc | 6,045 | $715.0K | 0.04% | −422−6.5% | Reduced |
| Integrated Wealth Concepts LLC | 6,013 | $711.0K | 0.02% | −709−10.5% | Reduced |
| Precision Wealth Strategies, LLC | 5,330 | $709.0K | 0.63% | −3,696−40.9% | Reduced |
| Metis Global Partners, LLC | 5,947 | $704.0K | 0.11% | +386+6.9% | Added |
| Beck Bode, LLC | 5,789 | $685.0K | 0.15% | −112−1.9% | Reduced |
| Advisor Partners II, LLC | 5,787 | $684.0K | 0.05% | +5,787 | New |
| Cerity Partners LLC | 5,717 | $676.0K | 0.01% | −574−9.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,659 | $669.0K | 0.03% | −1,767−23.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,628 | $666.0K | 0.04% | −115−2.0% | Reduced |
| swisspartners Ltd. | 5,600 | $662.0K | 0.69% | −1,300−18.8% | Reduced |
| Westwood Holdings Group Inc. | 5,588 | $660.0K | 0.01% | −327−5.5% | 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 |
| Bristlecone Advisors, LLC | 5,551 | $656.0K | 0.09% | −79−1.4% | Reduced |
| Kovack Advisors, Inc. | 5,465 | $646.0K | 0.09% | +70+1.3% | Added |
| Capital Markets Trading UK LLP | 5,424 | $641.0K | 0.69% | +5,424 | 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 |
| CMT Capital Markets Trading GmbH | 5,364 | $634.0K | 0.26% | +5,364 | New |
| 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 |
| Wellington Shields & Co., LLC | 5,306 | $627.0K | 0.27% | −136−2.5% | Reduced |
| Cetera Advisors LLC | 5,141 | $608.0K | 0.02% | −802−13.5% | Reduced |
| McAdam, LLC | 5,119 | $605.0K | 0.07% | +754+17.3% | Added |
| CIBC World Markets Corp | 5,105 | $604.0K | 0.01% | −41,215−89.0% | Reduced |
| 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 |
| Congress Wealth Management LLC | 5,048 | $596.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,000 | $591.0K | 0.07% | −2,400−32.4% | Reduced |
| Cetera Investment Advisers | 4,967 | $587.0K | 0.01% | −8,856−64.1% | Reduced |
| Pathstone Family Office, LLC | 4,939 | $584.5K | 0.01% | +1,140+30.0% | Added |
| China Universal Asset Management Co., Ltd. | 4,823 | $570.0K | 0.24% | −7,138−59.7% | Reduced |
| AtonRa Partners | 4,759 | $563.0K | 0.55% | −142−2.9% | Reduced |
| Advisory Services Network, LLC | 4,733 | $560.0K | 0.02% | +209+4.6% | Added |
| Empirical Finance, LLC | 4,681 | $554.0K | 0.07% | +1,382+41.9% | Added |
| Kestra Private Wealth Services, LLC | 4,637 | $548.0K | 0.03% | +12+0.3% | Added |
| Ethic Inc. | 4,588 | $543.0K | 0.04% | +1,571+52.1% | Added |
| Abundance Wealth Counselors | 4,583 | $542.0K | 0.15% | +87+1.9% | Added |
| Foster & Motley Inc | 4,539 | $537.0K | 0.05% | +1,456+47.2% | Added |
| Flagship Harbor Advisors, LLC | 4,537 | $536.0K | 0.06% | −626−12.1% | 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 |
| Perigon Wealth Management, LLC | 4,480 | $530.0K | 0.05% | −2,652−37.2% | Reduced |
| Strategic Investment Advisors | 4,452 | $527.0K | 0.12% | −35−0.8% | Reduced |
| Prairiewood Capital, LLC | 4,428 | $524.0K | 0.43% | +233+5.6% | Added |
| Quantinno Capital Management LP | 4,387 | $519.0K | 0.07% | +401+10.1% | Added |
| Wade G W & Inc | 4,343 | $514.0K | 0.03% | +293+7.2% | Added |
| 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 |
| PEAK6 Investments LLC | 4,260 | $504.0K | 0.02% | −78,095−94.8% | Reduced |
| Keebeck Alpha, LP | 4,256 | $503.0K | 0.27% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 4,200 | $497.0K | 0.12% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,181 | $494.0K | 0.11% | −274−6.2% | Reduced |