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Livermore
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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, 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: 785 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 2026785$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
Mount Yale Investment Advisors, LLC44$1.21K0.00%+44New
Cape Investment Advisory, Inc.43$1.19K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC41$1.13K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC40$1.10K0.00%00.0%Unchanged
Total Investment Management Inc40$1.10K0.00%+40New
ORG Partners LLC37$1.06K0.00%−79−68.1%Reduced
Grove Bank & Trust38$1.05K0.00%+38New
Glen Eagle Advisors, LLC37$1.02K0.00%00.0%Unchanged
Cornerstone Planning Group LLC37$1.02K0.00%+14+60.9%Added
Mid-American Wealth Advisory Group, Inc.36$9930.00%+36New
Bartlett & Co. Wealth Management LLC35$9660.00%−3−7.9%Reduced
Washington Trust Advisors, Inc.35$9660.00%00.0%Unchanged
First Horizon Advisors, Inc.34$9380.00%−124−78.5%Reduced
Signature Resources Capital Management, LLC32$8830.00%00.0%Unchanged
Ameriflex Group, Inc.32$8810.00%−1,480−97.9%Reduced
Raffa Wealth Management, LLC31$8550.00%00.0%Unchanged
Salomon & Ludwin, LLC28$8480.00%00.0%Unchanged
Kilter Group LLC30$8280.00%+30New
Kennebec Savings Bank26$7170.00%00.0%Unchanged
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
RMG Wealth Management LLC21$6640.00%+21New
Pacific Center for Financial Services24$6630.00%00.0%Unchanged
Creative Financial Designs Inc24$6620.00%−5−17.2%Reduced
Principia Wealth Advisory, LLC22$6070.00%+11+100.0%Added
Sierra Ocean, LLC20$5520.00%−47−70.1%Reduced
Wolff Wiese Magana LLC20$5520.00%+5+33.3%Added
Kayne Anderson Rudnick Investment Management LLC19$5240.00%+19New
Prestige Wealth Management Group LLC17$4700.00%−47−73.4%Reduced
Clark Wealth Partners17$4690.00%+17New
Riggs Asset Managment Co. Inc.16$4420.00%+16New
Sunbelt Securities, Inc.10$4160.00%00.0%Unchanged
WPG Advisers, LLC15$4140.00%00.0%Unchanged
Fairscale Capital, LLC14$4140.00%00.0%Unchanged
WestEnd Advisors, LLC14$3860.00%+1+7.7%Added
Scarborough Advisors, LLC14$3860.00%+14New
Dunhill Financial, LLC13$3670.00%−10−43.5%Reduced
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
Atlantic Trust, LLC12$3320.00%−108−90.0%Reduced
Addison Advisors LLC12$3320.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC12$3310.00%+2+20.0%Added
PFS Partners, LLC11$3010.00%00.0%Unchanged
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
Aventura Private Wealth, LLC9$2480.00%−5−35.7%Reduced
Cheviot Value Management, LLC9$2350.00%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
Winch Advisory Services, LLC7$1930.00%00.0%Unchanged
Catherine Avery Investment Management LLC6$1660.00%−8−57.1%Reduced
Quaker Wealth Management, LLC6$1660.00%+6New
NVWM, LLC5$1380.00%−11−68.8%Reduced
MTM Investment Management, LLC5$1380.00%+5New
Chapman Financial Group, LLC5$1380.00%+5New
TruNorth Capital Management, LLC4$1100.00%00.0%Unchanged
Whipplewood Advisors, LLC4$1100.00%−38−90.5%Reduced
Quest 10 Wealth Builders, Inc.3$850.00%00.0%Unchanged
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
Bay Harbor Wealth Management, LLC3$820.00%+3New
CNB Bank2$550.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC2$550.00%00.0%Unchanged
HFM Investment Advisors, LLC2$550.00%+2New
DHJJ Financial Advisors, Ltd.1$280.00%00.0%Unchanged
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
Shanda Asset Management Holdings Ltd0$00.00%−1,000,000−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−236,752−100.0%Sold out
Casdin Capital, LLC0$00.00%−225,000−100.0%Sold out
Korea Investment CORP0$00.00%−167,547−100.0%Sold out
Mn Services Vermogensbeheer B.V.0$00.00%−115,100−100.0%Sold out
Lansforsakringar Fondforvaltning AB (publ)0$00.00%−111,091−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−83,776−100.0%Sold out
H&H International Investment, LLCSuperinvestorH&H International Investment0$00.00%−83,000−100.0%Sold out
Alberta Investment Management Corp0$00.00%−74,290−100.0%Sold out
USS Investment Management Ltd0$00.00%−73,697−100.0%Sold out
Forsta Ap-Fonden0$00.00%−64,700−100.0%Sold out
British Columbia Investment Management Corp0$00.00%−62,538−100.0%Sold out
DnB Asset Management AS0$00.00%−60,875−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−59,798−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−54,512−100.0%Sold out
Abc Arbitrage SA0$00.00%−54,198−100.0%Sold out
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund0$00.00%−51,930−100.0%Sold out
Voleon Capital Management LP0$00.00%−42,507−100.0%Sold out
Nissay Asset Management Corp0$00.00%−40,639−100.0%Sold out
SIH Partners, LLLP0$00.00%−36,846−100.0%Sold out
Ilex Capital Partners (UK) LLP0$00.00%−34,147−100.0%Sold out
OP Asset Management Ltd0$00.00%−33,622−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−28,268−100.0%Sold out