Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in Moderna, Inc. as of Jun 30, 2025. 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
677
−11 vs. Q1 2025
Shares held
291.9M
+10.2M (+3.6%) vs. Q1 2025
Total value
$8.06B
+$70.7M (+0.9%) vs. Q1 2025
New holders
92
237 more added
Sold out
103
217 more reduced

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 677 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 heldQ2 2025: $8.06B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2025.

Institutions holding MRNA in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
FNY Investment Advisers, LLC34$00.00%−361−91.4%Reduced
Wood Tarver Financial Group, LLC1$00.00%00.0%Unchanged
Hemington Wealth Management11$00.00%−17−60.7%Reduced
Hazlett, Burt & Watson, Inc.10$00.00%+10New
DHJJ Financial Advisors, Ltd.1$280.00%00.0%Unchanged
CNB Bank2$550.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC2$550.00%00.0%Unchanged
HFM Investment Advisors, LLC2$550.00%+2New
Bay Harbor Wealth Management, LLC3$820.00%+3New
BankPlus Trust Department3$830.00%00.0%Unchanged
MPWM Advisory Solutions, LLC3$830.00%00.0%Unchanged
American Capital Advisory, LLC3$830.00%+1+50.0%Added
Rialto Wealth Management, LLC3$830.00%+3New
Quest 10 Wealth Builders, Inc.3$850.00%00.0%Unchanged
TruNorth Capital Management, LLC4$1100.00%00.0%Unchanged
Whipplewood Advisors, LLC4$1100.00%−38−90.5%Reduced
NVWM, LLC5$1380.00%−11−68.8%Reduced
MTM Investment Management, LLC5$1380.00%+5New
Chapman Financial Group, LLC5$1380.00%+5New
Catherine Avery Investment Management LLC6$1660.00%−8−57.1%Reduced
Quaker Wealth Management, LLC6$1660.00%+6New
Winch Advisory Services, LLC7$1930.00%00.0%Unchanged
Curio Wealth, LLC8$2210.00%+7+700.0%Added
Valued Wealth Advisors LLC8$2210.00%00.0%Unchanged
Strengthening Families & Communities, LLC8$2210.00%+2+33.3%Added
Cheviot Value Management, LLC9$2350.00%00.0%Unchanged
Aventura Private Wealth, LLC9$2480.00%−5−35.7%Reduced
Marshall & Sterling Wealth Advisors Inc.10$2760.00%−725−98.6%Reduced
Tompkins Financial Corp10$2760.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC10$2760.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC10$2760.00%00.0%Unchanged
PFS Partners, LLC11$3010.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC12$3310.00%+2+20.0%Added
Atlantic Trust, LLC12$3320.00%−108−90.0%Reduced
Addison Advisors LLC12$3320.00%00.0%Unchanged
Cedar Mountain Advisors, LLC13$3590.00%00.0%Unchanged
LRI Investments, LLC13$3590.00%00.0%Unchanged
IMG Wealth Management, Inc.13$3590.00%00.0%Unchanged
Dunhill Financial, LLC13$3670.00%−10−43.5%Reduced
WestEnd Advisors, LLC14$3860.00%+1+7.7%Added
Scarborough Advisors, LLC14$3860.00%+14New
WPG Advisers, LLC15$4140.00%00.0%Unchanged
Fairscale Capital, LLC14$4140.00%00.0%Unchanged
Sunbelt Securities, Inc.10$4160.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.16$4420.00%+16New
Clark Wealth Partners17$4690.00%+17New
Prestige Wealth Management Group LLC17$4700.00%−47−73.4%Reduced
Kayne Anderson Rudnick Investment Management LLC19$5240.00%+19New
Sierra Ocean, LLC20$5520.00%−47−70.1%Reduced
Wolff Wiese Magana LLC20$5520.00%+5+33.3%Added
Principia Wealth Advisory, LLC22$6070.00%+11+100.0%Added
Creative Financial Designs Inc24$6620.00%−5−17.2%Reduced
Pacific Center for Financial Services24$6630.00%00.0%Unchanged
RMG Wealth Management LLC21$6640.00%+21New
McIlrath & Eck, LLC25$6900.00%00.0%Unchanged
Gen-Wealth Partners Inc25$6900.00%00.0%Unchanged
PayPay Securities Corp25$6900.03%+5+25.0%Added
Accent Capital Management, LLC25$6900.00%+25New
Kennebec Savings Bank26$7170.00%00.0%Unchanged
Kilter Group LLC30$8280.00%+30New
Salomon & Ludwin, LLC28$8480.00%00.0%Unchanged
Raffa Wealth Management, LLC31$8550.00%00.0%Unchanged
Ameriflex Group, Inc.32$8810.00%−1,480−97.9%Reduced
Signature Resources Capital Management, LLC32$8830.00%00.0%Unchanged
First Horizon Advisors, Inc.34$9380.00%−124−78.5%Reduced
Bartlett & Co. Wealth Management LLC35$9660.00%−3−7.9%Reduced
Washington Trust Advisors, Inc.35$9660.00%00.0%Unchanged
Mid-American Wealth Advisory Group, Inc.36$9930.00%+36New
Cornerstone Planning Group LLC37$1.02K0.00%+14+60.9%Added
Glen Eagle Advisors, LLC37$1.02K0.00%00.0%Unchanged
Grove Bank & Trust38$1.05K0.00%+38New
ORG Partners LLC37$1.06K0.00%−79−68.1%Reduced
Dynamic Wealth Strategies, LLC40$1.10K0.00%00.0%Unchanged
Total Investment Management Inc40$1.10K0.00%+40New
Smallwood Wealth Investment Management, LLC41$1.13K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.43$1.19K0.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC44$1.21K0.00%+44New
Blume Capital Management, Inc.45$1.24K0.00%−4−8.2%Reduced
Pacifica Partners Inc.50$1.36K0.00%00.0%Unchanged
HM Payson & Co50$1.38K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc50$1.38K0.00%00.0%Unchanged
Bernard Wealth Management Corp.50$1.38K0.00%00.0%Unchanged
Oakworth Capital, Inc.50$1.38K0.00%+50New
MRP Capital Investments, LLC50$1.38K0.00%+50New
SRS Capital Advisors, Inc.51$1.41K0.00%−8−13.6%Reduced
Key Financial Inc51$1.41K0.00%00.0%Unchanged
Golden State Wealth Management, LLC53$1.46K0.00%−30−36.1%Reduced
Insight Financial Services55$1.52K0.00%00.0%Unchanged
Salem Investment Counselors Inc55$1.52K0.00%00.0%Unchanged
Abound Wealth Management55$1.52K0.00%00.0%Unchanged
Louisbourg Investments Inc.62$1.71K0.00%00.0%Unchanged
Fortitude Family Office, LLC65$1.79K0.00%+65New
True Wealth Design, LLC66$1.82K0.00%+20+43.5%Added
MorganRosel Wealth Management, LLC67$1.85K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC69$1.90K0.00%00.0%Unchanged
WealthTrak Capital Management LLC70$1.93K0.00%+65+1,300.0%Added
Resources Management Corp60$2.00K0.00%−895−93.7%Reduced
Howard Hughes Medical Institute73$2.01K0.00%+73New
BFSG, LLC79$2.18K0.00%00.0%Unchanged
Talon Private Wealth, LLC80$2.21K0.00%+80New