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 |
|---|---|---|---|---|---|
| Hoey Investments, Inc | 2,386 | $282.0K | 0.12% | +1,250+110.0% | Added |
| Apollon Wealth Management, LLC | 2,377 | $281.0K | 0.02% | −558−19.0% | Reduced |
| Sentry Investment Management LLC | 2,380 | $281.0K | 0.13% | 00.0% | Unchanged |
| Wealth Effects LLC | 2,371 | $280.0K | 0.17% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,353 | $278.0K | 0.02% | −64−2.6% | Reduced |
| Western Wealth Management, LLC | 2,341 | $276.0K | 0.02% | +137+6.2% | Added |
| Buckingham Strategic Wealth, LLC | 2,325 | $275.0K | 0.01% | −22−0.9% | Reduced |
| Aberdeen Wealth Management LLC | 2,315 | $274.0K | 0.24% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,266 | $268.0K | 0.06% | −40−1.7% | Reduced |
| Modus Advisors, LLC | 2,259 | $267.0K | 0.14% | +129+6.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,234 | $264.0K | 0.38% | +2,234 | New |
| Seeyond | 2,231 | $263.0K | 0.03% | +201+9.9% | Added |
| Perfromance Wealth Partners, LLC | 2,210 | $261.0K | 0.02% | −700−24.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 2,215 | $261.0K | 0.12% | +2,215 | New |
| Northeast Financial Consultants Inc | 2,210 | $261.0K | 0.02% | +2,210 | New |
| Transcend Wealth Collective, LLC | 2,200 | $260.0K | 0.03% | +33+1.5% | Added |
| RB Capital Management, LLC | 2,199 | $260.0K | 0.10% | +92+4.4% | Added |
| Cypress Capital Group | 2,169 | $257.0K | 0.04% | −47−2.1% | Reduced |
| Gsa Capital Partners LLP | 2,149 | $254.0K | 0.03% | +2,149 | New |
| Glenmede Trust Co NA | 2,137 | $252.0K | 0.00% | +181+9.3% | 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 |
| 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 |
| 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 |
| Pacitti Group Inc. | 2,092 | $247.0K | 0.20% | +2,092 | New |
| CIBC Private Wealth Group, LLC | 2,077 | $246.0K | 0.00% | −140−6.3% | Reduced |
| Summit Asset Management, LLC | 2,070 | $245.0K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,048 | $242.0K | 0.01% | +425+26.2% | Added |
| Edgestream Partners, L.P. | 2,040 | $241.0K | 0.02% | +2,040 | New |
| Veriti Management LLC | 2,028 | $240.0K | 0.04% | −268−11.7% | Reduced |
| Optimum Investment Advisors | 2,024 | $239.0K | 0.13% | −200−9.0% | Reduced |
| 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 |
| 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 |
| Wolverine Trading, LLC | 1,961 | $232.0K | 0.01% | −41,002−95.4% | Reduced |
| Chicago Capital, LLC | 1,955 | $231.0K | 0.01% | −33−1.7% | Reduced |
| Lake Street Financial LLC | 1,949 | $230.0K | 0.05% | +201+11.5% | Added |
| Virtus ETF Advisers LLC | 1,940 | $229.0K | 0.09% | −5,173−72.7% | Reduced |
| Forum Financial Management, LP | 1,922 | $227.0K | 0.01% | −685−26.3% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,907 | $226.0K | 0.19% | +481+33.7% | Added |
| 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 |
| 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 |
| Blue Fin Capital, Inc. | 1,866 | $220.0K | 0.08% | +11+0.6% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Oak Grove Capital LLC | 1,790 | $212.0K | 0.07% | −567−24.1% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Mayfair Advisory Group, LLC | 1,692 | $205.0K | 0.29% | 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 |
| 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 |
| 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 |
| 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 |
| Newbridge Financial Services Group, Inc. | 1,557 | $184.0K | 0.11% | +92+6.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,416 | $177.9K | 0.04% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,500 | $177.0K | 0.35% | +1,500 | New |
| C M Bidwell & Associates Ltd | 1,459 | $173.0K | 0.14% | −241−14.2% | Reduced |
| 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 |
| ICICI Prudential Asset Management Co Ltd | 1,436 | $170.0K | 0.03% | +250+21.1% | Added |
| New Vernon Capital Holdings II LLC | 1,380 | $163.0K | 0.17% | −1,118−44.8% | Reduced |
| Activest Wealth Management | 1,264 | $159.0K | 0.05% | +1,026+431.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,303 | $154.0K | 0.01% | +978+300.9% | Added |
| Zullo Investment Group, Inc. | 1,289 | $152.0K | 0.10% | −130−9.2% | Reduced |
| Resources Management Corp | 1,250 | $148.0K | 0.03% | +35+2.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,250 | $147.0K | 0.01% | +1,250 | New |
| Covington Capital Management | 1,231 | $146.0K | 0.01% | +146+13.5% | Added |
| IFP Advisors, Inc | 3,319 | $144.0K | 0.00% | −307−8.5% | Reduced |
| Roberts Capital Advisors, LLC | 1,144 | $135.0K | 0.20% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,100 | $130.0K | 0.06% | +700+175.0% | Added |