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 |
|---|---|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | 361 | $9.26K | 0.00% | +361 | New |
| South State Corp. | 327 | $9.03K | 0.00% | +143+77.7% | Added |
| Country Trust Bank | 318 | $8.77K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 314 | $8.66K | 0.00% | +145+85.8% | Added |
| Colonial Trust Co | 312 | $8.61K | 0.00% | −28−8.2% | Reduced |
| Bank & Trust Co | 306 | $8.44K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 304 | $8.39K | 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 |
| Cedar Wealth Management, LLC | 290 | $8.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 263 | $7.26K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 298 | $7.00K | 0.00% | −284−48.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 251 | $6.92K | 0.00% | −107−29.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 234 | $6.46K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 230 | $6.35K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 229 | $6.32K | 0.00% | +229 | New |
| Private Wealth Management Group, LLC | 225 | $6.21K | 0.00% | +28+14.2% | Added |
| Trust Co of Toledo NA | 222 | $6.13K | 0.00% | +222 | New |
| GHP Investment Advisors, Inc. | 219 | $6.04K | 0.00% | +179+447.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 215 | $5.93K | 0.00% | −1,150−84.2% | Reduced |
| 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 |
| Innovative Advisory Group, LLC | 203 | $5.60K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tradewinds Capital Management, LLC | 195 | $5.38K | 0.00% | −12−5.8% | Reduced |
| SOA Wealth Advisors, LLC. | 184 | $5.08K | 0.00% | −11−5.6% | Reduced |
| Private Trust Co NA | 183 | $5.05K | 0.00% | −544−74.8% | 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 |
| Smartleaf Asset Management LLC | 184 | $5.00K | 0.00% | −328−64.1% | Reduced |
| S&T Bank | 176 | $4.86K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 175 | $4.83K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 169 | $4.66K | 0.00% | +34+25.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 169 | $4.66K | 0.00% | +58+52.3% | Added |
| Hurley Capital, LLC | 167 | $4.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 166 | $4.58K | 0.00% | +64+62.7% | Added |
| Flagship Wealth Advisors, LLC | 160 | $4.41K | 0.00% | 00.0% | Unchanged |
| 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 |
| Piscataqua Savings Bank | 150 | $4.14K | 0.00% | +100+200.0% | Added |
| NBC Securities, Inc. | 156 | $4.00K | 0.00% | +1+0.6% | Added |
| Financial Network Wealth Advisors LLC | 144 | $3.97K | 0.00% | +108+300.0% | Added |
| Centricity Wealth Management, LLC | 141 | $3.89K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 136 | $3.75K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 132 | $3.64K | 0.00% | −53−28.6% | Reduced |
| Bruce G. Allen Investments, LLC | 131 | $3.61K | 0.00% | −9−6.4% | Reduced |
| 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 |
| 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 |
| Ancora Advisors, LLC | 115 | $3.17K | 0.00% | −34−22.8% | Reduced |
| Clearstead Advisors, LLC | 109 | $3.01K | 0.00% | −11−9.2% | Reduced |
| Coston, McIsaac & Partners | 109 | $3.00K | 0.00% | −1,170−91.5% | Reduced |
| Avion Wealth | 131 | $3.00K | 0.00% | +119+991.7% | Added |
| Meeder Asset Management Inc | 107 | $2.95K | 0.00% | +25+30.5% | Added |
| Brown Shipley& Co Ltd | 104 | $2.87K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 102 | $2.81K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $2.81K | 0.00% | +102 | New |
| 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 |
| Clear Investment Research, LLC | 97 | $2.68K | 0.00% | +29+42.6% | Added |
| Hughes Financial Services, LLC | 99 | $2.64K | 0.00% | +42+73.7% | 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 |
| Bell Investment Advisors, Inc | 81 | $2.23K | 0.00% | +61+305.0% | Added |
| Talon Private Wealth, LLC | 80 | $2.21K | 0.00% | +80 | New |
| BFSG, LLC | 79 | $2.18K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 73 | $2.01K | 0.00% | +73 | New |
| Resources Management Corp | 60 | $2.00K | 0.00% | −895−93.7% | Reduced |
| WealthTrak Capital Management LLC | 70 | $1.93K | 0.00% | +65+1,300.0% | Added |
| Eq Wealth Advisors, LLC | 69 | $1.90K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 67 | $1.85K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 66 | $1.82K | 0.00% | +20+43.5% | Added |
| Fortitude Family Office, LLC | 65 | $1.79K | 0.00% | +65 | New |
| Louisbourg Investments Inc. | 62 | $1.71K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 55 | $1.52K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 55 | $1.52K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 55 | $1.52K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 53 | $1.46K | 0.00% | −30−36.1% | Reduced |
| SRS Capital Advisors, Inc. | 51 | $1.41K | 0.00% | −8−13.6% | Reduced |
| Key Financial Inc | 51 | $1.41K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $1.38K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 50 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 50 | $1.38K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 50 | $1.38K | 0.00% | +50 | New |
| MRP Capital Investments, LLC | 50 | $1.38K | 0.00% | +50 | New |
| Pacifica Partners Inc. | 50 | $1.36K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 45 | $1.24K | 0.00% | −4−8.2% | Reduced |