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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 81 | $2.23K | 0.00% | +61+305.0% | Added |
| NewSquare Capital LLC | 87 | $2.40K | 0.00% | −43−33.1% | Reduced |
| Millstone Evans Group, LLC | 87 | $2.40K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 99 | $2.64K | 0.00% | +42+73.7% | Added |
| Clear Investment Research, LLC | 97 | $2.68K | 0.00% | +29+42.6% | Added |
| AllSquare Wealth Management LLC | 100 | $2.76K | 0.00% | −100−50.0% | Reduced |
| Delta Asset Management LLC | 100 | $2.76K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $2.76K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $2.76K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $2.76K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $2.76K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $2.76K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $2.76K | 0.00% | +100 | New |
| Red Tortoise LLC | 102 | $2.81K | 0.00% | +102 | New |
| Chelsea Counsel Co | 102 | $2.81K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 104 | $2.87K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 107 | $2.95K | 0.00% | +25+30.5% | Added |
| Coston, McIsaac & Partners | 109 | $3.00K | 0.00% | −1,170−91.5% | Reduced |
| Avion Wealth | 131 | $3.00K | 0.00% | +119+991.7% | Added |
| Clearstead Advisors, LLC | 109 | $3.01K | 0.00% | −11−9.2% | Reduced |
| Ancora Advisors, LLC | 115 | $3.17K | 0.00% | −34−22.8% | Reduced |
| Private Wealth Asset Management, LLC | 127 | $3.50K | 0.00% | −20−13.6% | Reduced |
| MB, Levis & Associates, LLC | 127 | $3.50K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 130 | $3.59K | 0.00% | −95−42.2% | Reduced |
| CVA Family Office, LLC | 130 | $3.59K | 0.00% | −11−7.8% | Reduced |
| Lowe Wealth Advisors, LLC | 130 | $3.59K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 131 | $3.61K | 0.00% | −9−6.4% | Reduced |
| Geneos Wealth Management Inc. | 132 | $3.64K | 0.00% | −53−28.6% | Reduced |
| Atlantic Private Wealth, LLC | 136 | $3.75K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 141 | $3.89K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 144 | $3.97K | 0.00% | +108+300.0% | Added |
| NBC Securities, Inc. | 156 | $4.00K | 0.00% | +1+0.6% | Added |
| Piscataqua Savings Bank | 150 | $4.14K | 0.00% | +100+200.0% | Added |
| Proffitt & Goodson Inc | 150 | $4.14K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $4.14K | 0.00% | 00.0% | Unchanged |
| City State Bank | 150 | $4.14K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 150 | $4.14K | 0.00% | +120+400.0% | Added |
| Flagship Wealth Advisors, LLC | 160 | $4.41K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 166 | $4.58K | 0.00% | +64+62.7% | Added |
| Hurley Capital, LLC | 167 | $4.61K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 169 | $4.66K | 0.00% | +58+52.3% | Added |
| Toth Financial Advisory Corp | 169 | $4.66K | 0.00% | +34+25.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 175 | $4.83K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 176 | $4.86K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 184 | $5.00K | 0.00% | −328−64.1% | Reduced |
| Close Asset Management Ltd | 175 | $5.00K | 0.00% | −500−74.1% | Reduced |
| Capital Analysts, LLC | 199 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 183 | $5.05K | 0.00% | −544−74.8% | Reduced |
| SOA Wealth Advisors, LLC. | 184 | $5.08K | 0.00% | −11−5.6% | Reduced |
| Tradewinds Capital Management, LLC | 195 | $5.38K | 0.00% | −12−5.8% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $5.52K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $5.52K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $5.52K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 203 | $5.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $5.79K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $5.79K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 215 | $5.93K | 0.00% | −1,150−84.2% | Reduced |
| GHP Investment Advisors, Inc. | 219 | $6.04K | 0.00% | +179+447.5% | Added |
| Trust Co of Toledo NA | 222 | $6.13K | 0.00% | +222 | New |
| Private Wealth Management Group, LLC | 225 | $6.21K | 0.00% | +28+14.2% | Added |
| Clear Street Markets LLC | 229 | $6.32K | 0.00% | +229 | New |
| Financial Perspectives, Inc | 230 | $6.35K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 234 | $6.46K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 251 | $6.92K | 0.00% | −107−29.9% | Reduced |
| Ofi Invest Asset Management | 298 | $7.00K | 0.00% | −284−48.8% | Reduced |
| Armstrong Advisory Group, Inc | 263 | $7.26K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 290 | $8.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $8.28K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 300 | $8.28K | 0.01% | +300 | New |
| Evelyn Partners Investment Management Services Ltd | 304 | $8.39K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 306 | $8.44K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 312 | $8.61K | 0.00% | −28−8.2% | Reduced |
| MV Capital Management, Inc. | 314 | $8.66K | 0.00% | +145+85.8% | Added |
| Country Trust Bank | 318 | $8.77K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 327 | $9.03K | 0.00% | +143+77.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 361 | $9.26K | 0.00% | +361 | New |
| Murphy & Mullick Capital Management Corp | 319 | $9.43K | 0.01% | −259−44.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 352 | $9.71K | 0.00% | +100+39.7% | Added |
| Strategic Wealth Partners, Ltd. | 357 | $9.85K | 0.00% | +357 | New |
| GW&K Investment Management, LLC | 362 | $10.0K | 0.00% | +168+86.6% | Added |
| AdvisorNet Financial, Inc | 367 | $10.1K | 0.00% | +225+158.5% | Added |
| Rise Advisors, LLC | 396 | $10.9K | 0.00% | +18+4.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $11.0K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $11.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 432 | $11.9K | 0.00% | −1,161−72.9% | Reduced |
| Covestor Ltd | 448 | $12.0K | 0.01% | +170+61.2% | Added |
| Bogart Wealth, LLC | 436 | $12.0K | 0.00% | +36+9.0% | Added |
| Shell Asset Management Co | 464 | $13.0K | 0.00% | −531−53.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 475 | $13.1K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 494 | $13.6K | 0.01% | −81−14.1% | Reduced |
| Stephens Consulting, LLC | 500 | $13.8K | 0.00% | −46−8.4% | Reduced |
| Archer Investment Corp | 500 | $13.8K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 500 | $13.8K | 0.04% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 500 | $13.8K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 500 | $13.8K | 0.01% | +300+150.0% | Added |
| JFS Wealth Advisors, LLC | 507 | $14.0K | 0.00% | −1−0.2% | Reduced |
| Capital Advisors, Ltd. LLC | 500 | $14.0K | 0.00% | −173−25.7% | Reduced |
| Medallion Wealth Advisors, LLC | 525 | $14.5K | 0.01% | −65−11.0% | Reduced |
| Westside Investment Management, Inc. | 554 | $15.9K | 0.00% | +254+84.7% | Added |