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, 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 | 785 | $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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 2,643 | $68.3K | 0.00% | −261−9.0% | Reduced |
| Huntington National Bank | 2,638 | $68.1K | 0.00% | +770+41.2% | Added |
| MAI Capital Management | 2,630 | $67.9K | 0.00% | −163−5.8% | Reduced |
| Bullock Wealth Management Group | 2,442 | $67.4K | 0.03% | +918+60.2% | Added |
| EMC Capital Management | 2,500 | $65.0K | 0.03% | −6,500−72.2% | Reduced |
| Parkside Financial Bank & Trust | 2,487 | $64.2K | 0.00% | +140+6.0% | Added |
| Investors Research Corp | 2,477 | $64.0K | 0.01% | −50−2.0% | Reduced |
| Deseret Mutual Benefit Administrators | 2,258 | $58.3K | 0.02% | +1,130+100.2% | Added |
| Larson Financial Group LLC | 2,135 | $55.1K | 0.00% | −343−13.8% | Reduced |
| State of Wyoming | 2,112 | $54.6K | 0.01% | −1,295−38.0% | Reduced |
| Brown Brothers Harriman & Co | 1,972 | $50.9K | 0.00% | +1,240+169.4% | Added |
| Union Bancaire Privee, UBP SA | 2,000 | $48.6K | 0.00% | −4,497−69.2% | Reduced |
| Twin Lakes Capital Management, LLC | 1,772 | $45.8K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,766 | $45.6K | 0.03% | −9,174−83.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,716 | $44.3K | 0.01% | −1,185−40.8% | Reduced |
| Massmutual Trust Co FSB | 1,705 | $44.0K | 0.00% | +64+3.9% | Added |
| Pilgrim Partners Asia Pte Ltd | 1,660 | $42.9K | 0.02% | +1,660 | New |
| First Command Advisory Services, Inc. | 1,602 | $41.4K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,549 | $40.0K | 0.00% | −3,083−66.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,509 | $39.0K | 0.00% | −1,283−46.0% | Reduced |
| Storebrand Asset Management AS | 1,437 | $37.1K | 0.00% | −5,894−80.4% | Reduced |
| TD Private Client Wealth LLC | 1,293 | $33.4K | 0.00% | +337+35.3% | Added |
| Ameriflex Group, Inc. | 1,240 | $32.0K | 0.01% | +1,208+3,775.0% | Added |
| CoreCap Advisors, LLC | 1,225 | $31.6K | 0.00% | −10−0.8% | Reduced |
| Umb Bank N A | 1,197 | $30.9K | 0.00% | −81−6.3% | Reduced |
| Assetmark, Inc | 1,124 | $29.0K | 0.00% | −174−13.4% | Reduced |
| Whittier Trust Co | 1,000 | $28.5K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,058 | $27.0K | 0.01% | +80+8.2% | Added |
| Sentry Investment Management LLC | 924 | $26.0K | 0.02% | −176−16.0% | Reduced |
| Maj Invest Holding A/S | 990 | $26.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $25.8K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 995 | $25.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 992 | $25.6K | 0.00% | +266+36.6% | Added |
| AXA Investment Managers S.A. | 946 | $24.4K | 0.00% | +946 | New |
| Sound Income Strategies, LLC | 877 | $24.1K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 893 | $24.0K | 0.00% | +212+31.1% | Added |
| Onefund, LLC | 908 | $23.5K | 0.02% | +30+3.4% | Added |
| Costello Asset Management, INC | 900 | $23.2K | 0.01% | −156−14.8% | Reduced |
| Smartleaf Asset Management LLC | 903 | $22.9K | 0.00% | +719+390.8% | Added |
| Cromwell Holdings LLC | 859 | $22.2K | 0.01% | −319−27.1% | Reduced |
| TD Waterhouse Canada Inc. | 798 | $22.0K | 0.00% | −1,015−56.0% | Reduced |
| Asset Dedication, LLC | 843 | $21.8K | 0.00% | −2−0.2% | Reduced |
| UMA Financial Services, Inc. | 822 | $21.2K | 0.00% | +89+12.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 768 | $19.8K | 0.00% | +768 | New |
| Crewe Advisors LLC | 726 | $18.8K | 0.00% | −13−1.8% | Reduced |
| Central Trust Co | 710 | $18.3K | 0.00% | −50−6.6% | Reduced |
| 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 |
| Sittner & Nelson, LLC | 690 | $17.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 654 | $16.9K | 0.00% | −90−12.1% | Reduced |
| Frazier Financial Advisors, LLC | 636 | $16.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 621 | $16.0K | 0.00% | −299−32.5% | Reduced |
| Valley National Advisers Inc | 631 | $16.0K | 0.00% | −142−18.4% | Reduced |
| Tortoise Investment Management, LLC | 602 | $15.6K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 596 | $15.4K | 0.01% | +367+160.3% | Added |
| Stance Capital LLC | 569 | $14.7K | 0.01% | +569 | New |
| Pacifica Partners Inc. | 500 | $13.8K | 0.00% | +450+900.0% | Added |
| Medallion Wealth Advisors, LLC | 525 | $13.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 521 | $13.5K | 0.00% | −880−62.8% | Reduced |
| Archer Investment Corp | 520 | $13.4K | 0.00% | +20+4.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 517 | $13.3K | 0.00% | −485−48.4% | Reduced |
| EverSource Wealth Advisors, LLC | 511 | $13.2K | 0.00% | −830−61.9% | Reduced |
| JFS Wealth Advisors, LLC | 507 | $13.1K | 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 |
| Brown, Lisle/Cummings, Inc. | 475 | $12.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 467 | $12.1K | 0.00% | +311+199.4% | Added |
| Bogart Wealth, LLC | 438 | $11.3K | 0.00% | +2+0.5% | Added |
| Spire Wealth Management | 437 | $11.3K | 0.00% | −9,202−95.5% | Reduced |
| Covestor Ltd | 441 | $11.0K | 0.01% | −7−1.6% | Reduced |
| ORG Partners LLC | 402 | $10.4K | 0.00% | +365+986.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $10.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $10.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 382 | $10.0K | 0.00% | +20+5.5% | Added |
| Rise Advisors, LLC | 378 | $9.76K | 0.00% | −18−4.5% | Reduced |
| Ameritas Advisory Services, LLC | 375 | $9.69K | 0.00% | −304−44.8% | Reduced |
| Atlantic Union Bankshares Corp | 340 | $8.78K | 0.00% | −593−63.6% | Reduced |
| Sachetta, LLC | 337 | $8.71K | 0.00% | −157−31.8% | Reduced |
| Financial Consulate, Inc | 322 | $8.32K | 0.00% | +322 | New |
| Country Trust Bank | 318 | $8.21K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 314 | $8.11K | 0.00% | +314 | New |
| Wealthspire Advisors, LLC | 311 | $8.02K | 0.00% | +311 | 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 |
| Bank & Trust Co | 306 | $7.90K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 306 | $7.90K | 0.00% | +306 | New |
| Evelyn Partners Investment Management Services Ltd | 304 | $7.85K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 302 | $7.80K | 0.00% | −50−14.2% | Reduced |
| New England Capital Financial Advisors LLC | 300 | $7.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 272 | $7.03K | 0.00% | +47+20.9% | Added |
| Armstrong Advisory Group, Inc | 263 | $6.79K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 255 | $6.59K | 0.00% | +255 | New |
| Ofi Invest Asset Management | 298 | $6.55K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 250 | $6.46K | 0.00% | −69−21.6% | Reduced |
| Piscataqua Savings Bank | 250 | $6.46K | 0.01% | +100+66.7% | Added |
| Versant Capital Management, Inc | 248 | $6.41K | 0.00% | −184−42.6% | Reduced |
| Flagship Wealth Advisors, LLC | 235 | $6.07K | 0.00% | +75+46.9% | Added |