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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; 784 institutions reported holding it in 13F filings for Q2 2026, worth $22.3B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Moderna, Inc. as of Dec 31, 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
676
+43 vs. Q3 2025
Shares held
304.3M
+29.4M (+10.7%) vs. Q3 2025
Total value
$8.97B
+$1.87B (+26.4%) vs. Q3 2025
New holders
112
169 more added
Sold out
69
255 more reduced

13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 676 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: 784 institutions
Value heldQ4 2025: $8.97B
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 2026784$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, Q4 2025

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q3 2025.

Institutions holding MRNA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC6$00.00%−15−71.4%Reduced
Hanson & Doremus Investment Management9$00.00%+9New
DHJJ Financial Advisors, Ltd.1$300.00%00.0%Unchanged
HFM Investment Advisors, LLC1$300.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC2$590.00%00.0%Unchanged
Strategic Advocates LLC2$610.00%−6−75.0%Reduced
BankPlus Trust Department3$880.00%00.0%Unchanged
MPWM Advisory Solutions, LLC3$880.00%00.0%Unchanged
Valued Wealth Advisors LLC3$890.00%00.0%Unchanged
Rialto Wealth Management, LLC3$890.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.3$910.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.4$1180.00%−13−76.5%Reduced
Whipplewood Advisors, LLC4$1180.00%+4New
Garton & Associates Financial Advisors LLC4$1180.00%+4New
MTM Investment Management, LLC5$1470.00%00.0%Unchanged
Chapman Financial Group, LLC5$1480.00%00.0%Unchanged
Stephens Consulting, LLC6$1770.00%−494−98.8%Reduced
Strengthening Families & Communities, LLC6$1770.00%−2−25.0%Reduced
Catherine Avery Investment Management LLC6$1770.00%00.0%Unchanged
McGuire Capital Advisors Inc6$1770.00%+6New
Winch Advisory Services, LLC7$2060.00%00.0%Unchanged
Reflection Asset Management7$2220.00%+7New
Bay Harbor Wealth Management, LLC8$2350.00%+3+60.0%Added
Signature Equity Partners, LLC8$2360.00%+8New
Aventura Private Wealth, LLC9$2650.00%00.0%Unchanged
Tompkins Financial Corp10$2950.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC10$2950.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC10$2950.00%00.0%Unchanged
Sunbelt Securities, Inc.10$2950.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC10$2950.00%00.0%Unchanged
Navalign, LLC10$2950.00%+10New
Cape Investment Advisory, Inc.12$3540.00%−31−72.1%Reduced
Addison Advisors LLC12$3540.00%00.0%Unchanged
Scarborough Advisors, LLC13$3830.00%−1−7.1%Reduced
Cedar Mountain Advisors, LLC13$3830.00%00.0%Unchanged
LRI Investments, LLC13$3830.00%00.0%Unchanged
IMG Wealth Management, Inc.13$3830.00%00.0%Unchanged
Strive Financial Group ,LLC13$3860.00%+13New
Cheviot Value Management, LLC9$4080.00%00.0%Unchanged
Fairscale Capital, LLC14$4130.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.14$4130.00%+14New
Modus Advisors, LLC14$4130.00%+14New
WPG Advisers, LLC15$4420.00%00.0%Unchanged
North Star Investment Management Corp.15$4420.00%+15New
Daytona Street Capital LLC15$4420.00%+15New
Torren Management, LLC16$4720.00%+16New
Winnow Wealth LLC16$4800.00%+16New
PFS Partners, LLC17$4980.00%+6+54.5%Added
SOA Wealth Advisors, LLC.17$5010.00%−129−88.4%Reduced
Clark Wealth Partners17$5010.00%00.0%Unchanged
Dunhill Financial, LLC18$5350.00%+10+125.0%Added
Fortitude Family Office, LLC19$5600.00%−46−70.8%Reduced
Principia Wealth Advisory, LLC19$5600.00%−5−20.8%Reduced
TFC Financial Management19$5610.00%−106−84.8%Reduced
Pacific Center for Financial Services24$6200.00%00.0%Unchanged
Clayton Financial Group LLC21$6200.00%+21New
Creative Financial Designs Inc24$7080.00%00.0%Unchanged
NVWM, LLC24$7080.00%00.0%Unchanged
South State Corp.24$7140.00%−59−71.1%Reduced
McIlrath & Eck, LLC25$7370.00%00.0%Unchanged
Gen-Wealth Partners Inc25$7370.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc21$7490.00%00.0%Unchanged
Godfrey Financial Associates, Inc.26$7670.00%+26New
WestEnd Advisors, LLC27$7960.00%+15+125.0%Added
Kilter Group LLC30$8850.00%+20+200.0%Added
Salomon & Ludwin, LLC28$9010.00%00.0%Unchanged
Signature Resources Capital Management, LLC32$9440.00%00.0%Unchanged
Cornerstone Planning Group LLC21$9510.00%−16−43.2%Reduced
Johnson Financial Group, Inc.33$9740.00%−182−84.7%Reduced
Resources Management Corp40$1.00K0.00%−20−33.3%Reduced
Turning Point Benefit Group, Inc.35$1.03K0.00%+34+3,400.0%Added
Toth Financial Advisory Corp35$1.03K0.00%00.0%Unchanged
RMG Wealth Management LLC21$1.13K0.00%00.0%Unchanged
PayPay Securities Corp39$1.15K0.03%−1−2.5%Reduced
GHP Investment Advisors, Inc.40$1.18K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC40$1.18K0.00%00.0%Unchanged
Sunrise Financial Services, LLC40$1.18K0.00%+40New
Smallwood Wealth Investment Management, LLC41$1.21K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC44$1.30K0.00%+6+15.8%Added
Monetary Solutions, Ltd45$1.33K0.00%+45New
Blume Capital Management, Inc.45$1.33K0.00%00.0%Unchanged
Bare Financial Services, Inc46$1.36K0.00%+46New
Glen Eagle Advisors, LLC47$1.39K0.00%00.0%Unchanged
Raffa Wealth Management, LLC48$1.42K0.00%+1+2.1%Added
Curio Wealth, LLC44$1.44K0.00%+44New
HM Payson & Co50$1.48K0.00%00.0%Unchanged
City State Bank50$1.48K0.00%00.0%Unchanged
Bernard Wealth Management Corp.50$1.48K0.00%00.0%Unchanged
Key Financial Inc51$1.50K0.00%00.0%Unchanged
Golden State Wealth Management, LLC53$1.56K0.00%00.0%Unchanged
Insight Financial Services55$1.62K0.00%00.0%Unchanged
Abound Wealth Management55$1.62K0.00%−8−12.7%Reduced
Vermillion & White Wealth Management Group, LLC56$1.65K0.00%+56New
Hughes Financial Services, LLC60$1.77K0.00%00.0%Unchanged
Louisbourg Investments Inc.62$1.83K0.00%00.0%Unchanged
Hurley Capital, LLC64$1.89K0.00%−103−61.7%Reduced
Close Asset Management Ltd75$2.00K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC69$2.04K0.00%+69New
Bruce G. Allen Investments, LLC72$2.12K0.00%−39−35.1%Reduced
Financial Network Wealth Advisors LLC74$2.18K0.00%−70−48.6%Reduced