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, Q3 2025
Institutional positions in Moderna, Inc. as of Sep 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
- 646
- −21 vs. Q2 2025
- Shares held
- 275.1M
- −13.2M (−4.6%) vs. Q2 2025
- Total value
- $7.11B
- −$850.8M (−10.7%) vs. Q2 2025
- New holders
- 68
- 202 more added
- Sold out
- 89
- 230 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vision Financial Markets LLC | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 100 | $2.58K | 0.00% | +50+100.0% | Added |
| Measured Wealth Private Client Group, LLC | 100 | $2.58K | 0.00% | +100 | New |
| Chelsea Counsel Co | 102 | $2.63K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 104 | $2.69K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 111 | $2.87K | 0.00% | −1,100−90.8% | Reduced |
| Bruce G. Allen Investments, LLC | 111 | $2.87K | 0.00% | −20−15.3% | Reduced |
| CVA Family Office, LLC | 111 | $2.87K | 0.00% | −19−14.6% | Reduced |
| Kennebec Savings Bank | 121 | $3.13K | 0.00% | +95+365.4% | Added |
| Trust Co of Toledo NA | 122 | $3.15K | 0.00% | −100−45.0% | Reduced |
| TFC Financial Management | 125 | $3.22K | 0.00% | +125 | New |
| Private Wealth Asset Management, LLC | 127 | $3.28K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 127 | $3.28K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 130 | $3.36K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 130 | $3.36K | 0.00% | +21+19.3% | Added |
| Prestige Wealth Management Group LLC | 131 | $3.38K | 0.00% | +114+670.6% | Added |
| Atlantic Private Wealth, LLC | 136 | $3.51K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 138 | $3.56K | 0.00% | +31+29.0% | Added |
| Bartlett & Co. Wealth Management LLC | 139 | $3.59K | 0.00% | +104+297.1% | Added |
| Ancora Advisors, LLC | 142 | $3.67K | 0.00% | +27+23.5% | Added |
| Financial Network Wealth Advisors LLC | 144 | $3.72K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 146 | $3.77K | 0.00% | −38−20.7% | Reduced |
| Geneos Wealth Management Inc. | 146 | $3.77K | 0.00% | +14+10.6% | Added |
| Proffitt & Goodson Inc | 150 | $3.88K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $3.88K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 150 | $3.88K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 150 | $3.88K | 0.00% | +150 | New |
| Strategic Wealth Partners, Ltd. | 166 | $4.29K | 0.00% | −191−53.5% | Reduced |
| Hurley Capital, LLC | 167 | $4.31K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 171 | $4.42K | 0.00% | +41+31.5% | Added |
| Root Financial Partners, LLC | 172 | $4.44K | 0.00% | +172 | New |
| Atlantic Trust, LLC | 174 | $4.50K | 0.00% | +162+1,350.0% | Added |
| GPS Wealth Strategies Group, LLC | 193 | $4.99K | 0.00% | −58−23.1% | Reduced |
| MV Capital Management, Inc. | 198 | $5.12K | 0.00% | −116−36.9% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $5.17K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $5.17K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $5.17K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 201 | $5.19K | 0.00% | +201 | New |
| Innovative Advisory Group, LLC | 203 | $5.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $5.42K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $5.42K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 215 | $5.55K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 215 | $5.55K | 0.00% | +215 | New |
| Financial Perspectives, Inc | 230 | $5.94K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 235 | $6.07K | 0.00% | +75+46.9% | Added |
| Versant Capital Management, Inc | 248 | $6.41K | 0.00% | −184−42.6% | Reduced |
| Piscataqua Savings Bank | 250 | $6.46K | 0.01% | +100+66.7% | Added |
| Murphy & Mullick Capital Management Corp | 250 | $6.46K | 0.00% | −69−21.6% | Reduced |
| Ofi Invest Asset Management | 298 | $6.55K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 255 | $6.59K | 0.00% | +255 | New |
| Armstrong Advisory Group, Inc | 263 | $6.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 272 | $7.03K | 0.00% | +47+20.9% | Added |
| New England Capital Financial Advisors LLC | 300 | $7.75K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 302 | $7.80K | 0.00% | −50−14.2% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 304 | $7.85K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 306 | $7.90K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 306 | $7.90K | 0.00% | +306 | New |
| JTC Employer Solutions Trusteee Ltd | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 341 | $8.00K | 0.00% | +307+902.9% | Added |
| Wealthspire Advisors, LLC | 311 | $8.02K | 0.00% | +311 | New |
| Avalon Trust Co | 314 | $8.11K | 0.00% | +314 | New |
| Country Trust Bank | 318 | $8.21K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 322 | $8.32K | 0.00% | +322 | New |
| Sachetta, LLC | 337 | $8.71K | 0.00% | −157−31.8% | Reduced |
| Atlantic Union Bankshares Corp | 340 | $8.78K | 0.00% | −593−63.6% | Reduced |
| Ameritas Advisory Services, LLC | 375 | $9.69K | 0.00% | −304−44.8% | Reduced |
| Rise Advisors, LLC | 378 | $9.76K | 0.00% | −18−4.5% | Reduced |
| GW&K Investment Management, LLC | 382 | $10.0K | 0.00% | +20+5.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $10.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $10.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 402 | $10.4K | 0.00% | +365+986.5% | Added |
| Covestor Ltd | 441 | $11.0K | 0.01% | −7−1.6% | Reduced |
| Spire Wealth Management | 437 | $11.3K | 0.00% | −9,202−95.5% | Reduced |
| Bogart Wealth, LLC | 438 | $11.3K | 0.00% | +2+0.5% | Added |
| NBC Securities, Inc. | 467 | $12.1K | 0.00% | +311+199.4% | Added |
| Brown, Lisle/Cummings, Inc. | 475 | $12.3K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 500 | $12.9K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $12.9K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 230 | $12.9K | 0.01% | −270−54.0% | Reduced |
| Boreal Capital Management LLC | 500 | $12.9K | 0.01% | +200+66.7% | Added |
| Oakworth Capital, Inc. | 500 | $12.9K | 0.00% | +450+900.0% | Added |
| JFS Wealth Advisors, LLC | 507 | $13.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 511 | $13.2K | 0.00% | −830−61.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 517 | $13.3K | 0.00% | −485−48.4% | Reduced |
| Archer Investment Corp | 520 | $13.4K | 0.00% | +20+4.0% | Added |
| American National Bank | 521 | $13.5K | 0.00% | −880−62.8% | Reduced |
| Medallion Wealth Advisors, LLC | 525 | $13.6K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 500 | $13.8K | 0.00% | +450+900.0% | Added |
| Stance Capital LLC | 569 | $14.7K | 0.01% | +569 | New |
| Clear Street Markets LLC | 596 | $15.4K | 0.01% | +367+160.3% | Added |
| Tortoise Investment Management, LLC | 602 | $15.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 631 | $16.0K | 0.00% | −142−18.4% | Reduced |
| Rothschild Investment LLC | 621 | $16.0K | 0.00% | −299−32.5% | Reduced |
| Frazier Financial Advisors, LLC | 636 | $16.4K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 654 | $16.9K | 0.00% | −90−12.1% | Reduced |
| Sittner & Nelson, LLC | 690 | $17.8K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $18.1K | 0.03% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 700 | $18.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 710 | $18.3K | 0.00% | −50−6.6% | Reduced |