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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 230 | $5.94K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 215 | $5.55K | 0.00% | +215 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 215 | $5.55K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $5.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $5.42K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 203 | $5.24K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 201 | $5.19K | 0.00% | +201 | New |
| 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 |
| MV Capital Management, Inc. | 198 | $5.12K | 0.00% | −116−36.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 193 | $4.99K | 0.00% | −58−23.1% | Reduced |
| Atlantic Trust, LLC | 174 | $4.50K | 0.00% | +162+1,350.0% | Added |
| Root Financial Partners, LLC | 172 | $4.44K | 0.00% | +172 | New |
| Zions Bancorporation, National Association | 171 | $4.42K | 0.00% | +41+31.5% | Added |
| Hurley Capital, LLC | 167 | $4.31K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 166 | $4.29K | 0.00% | −191−53.5% | Reduced |
| 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 |
| 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 |
| Financial Network Wealth Advisors LLC | 144 | $3.72K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 142 | $3.67K | 0.00% | +27+23.5% | Added |
| Bartlett & Co. Wealth Management LLC | 139 | $3.59K | 0.00% | +104+297.1% | Added |
| Meeder Asset Management Inc | 138 | $3.56K | 0.00% | +31+29.0% | Added |
| Atlantic Private Wealth, LLC | 136 | $3.51K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 131 | $3.38K | 0.00% | +114+670.6% | Added |
| Lowe Wealth Advisors, LLC | 130 | $3.36K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 130 | $3.36K | 0.00% | +21+19.3% | Added |
| 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 |
| TFC Financial Management | 125 | $3.22K | 0.00% | +125 | New |
| Trust Co of Toledo NA | 122 | $3.15K | 0.00% | −100−45.0% | Reduced |
| Kennebec Savings Bank | 121 | $3.13K | 0.00% | +95+365.4% | Added |
| 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 |
| Brown Shipley& Co Ltd | 104 | $2.69K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 102 | $2.63K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 100 | $2.58K | 0.00% | −190−65.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $2.58K | 0.01% | −69−40.8% | Reduced |
| St Germain D J Co Inc | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| 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 |
| Field & Main Bank | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 97 | $2.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 91 | $2.35K | 0.00% | −276−75.2% | Reduced |
| Private Trust Co NA | 88 | $2.27K | 0.00% | −95−51.9% | Reduced |
| Millstone Evans Group, LLC | 87 | $2.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 83 | $2.15K | 0.00% | −244−74.6% | Reduced |
| Close Asset Management Ltd | 75 | $2.00K | 0.00% | −100−57.1% | Reduced |
| Coston, McIsaac & Partners | 109 | $2.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 74 | $1.91K | 0.00% | +1+1.4% | Added |
| Bell Investment Advisors, Inc | 68 | $1.76K | 0.00% | −13−16.0% | Reduced |
| Fortitude Family Office, LLC | 65 | $1.68K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 63 | $1.63K | 0.00% | +8+14.5% | Added |
| Louisbourg Investments Inc. | 62 | $1.60K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 60 | $1.49K | 0.00% | −39−39.4% | Reduced |
| Salem Investment Counselors Inc | 55 | $1.42K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 55 | $1.42K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 51 | $1.41K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 53 | $1.37K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $1.29K | 0.00% | −100−66.7% | Reduced |
| HM Payson & Co | 50 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 50 | $1.29K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $1.29K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 47 | $1.21K | 0.00% | +10+27.0% | Added |
| Raffa Wealth Management, LLC | 47 | $1.21K | 0.00% | +16+51.6% | Added |
| Blume Capital Management, Inc. | 45 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 43 | $1.11K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 42 | $1.08K | 0.00% | +42 | New |
| Smallwood Wealth Investment Management, LLC | 41 | $1.06K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 40 | $1.04K | 0.04% | +15+60.0% | Added |
| Cornerstone Planning Group LLC | 37 | $1.04K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 40 | $1.03K | 0.00% | −179−81.7% | Reduced |
| Dynamic Wealth Strategies, LLC | 40 | $1.03K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | −479−95.8% | Reduced |
| Avion Wealth | 56 | $1.00K | 0.00% | −75−57.3% | Reduced |
| Retirement Wealth Solutions LLC | 38 | $982 | 0.00% | +38 | New |
| Toth Financial Advisory Corp | 35 | $905 | 0.00% | −134−79.3% | Reduced |
| Signature Resources Capital Management, LLC | 32 | $827 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 28 | $798 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 30 | $775 | 0.00% | +30 | New |
| McIlrath & Eck, LLC | 25 | $646 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 25 | $646 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 24 | $620 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 24 | $620 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $620 | 0.00% | +2+9.1% | Added |
| NVWM, LLC | 24 | $620 | 0.00% | +19+380.0% | Added |
| Whittier Trust Co of Nevada Inc | 21 | $598 | 0.00% | +21 | New |
| RMG Wealth Management LLC | 21 | $562 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $501 | 0.00% | 00.0% | Unchanged |