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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 74 | $2.18K | 0.00% | +44+146.7% | Added |
| Howard Hughes Medical Institute | 75 | $2.21K | 0.00% | +1+1.4% | Added |
| Bell Investment Advisors, Inc | 75 | $2.21K | 0.00% | +7+10.3% | Added |
| ORG Partners LLC | 83 | $2.44K | 0.00% | −319−79.4% | Reduced |
| DB Fitzpatrick & Co, Inc | 85 | $2.51K | 0.00% | −15−15.0% | Reduced |
| Millstone Evans Group, LLC | 87 | $2.57K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 95 | $2.80K | 0.00% | −98−50.8% | Reduced |
| Root Financial Partners, LLC | 95 | $2.80K | 0.00% | −77−44.8% | Reduced |
| Atlantic Trust, LLC | 96 | $2.83K | 0.00% | −78−44.8% | Reduced |
| Chelsea Counsel Co | 100 | $2.95K | 0.00% | −2−2.0% | Reduced |
| Delta Asset Management LLC | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 109 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 104 | $3.07K | 0.00% | −35−25.2% | Reduced |
| Brown Shipley& Co Ltd | 104 | $3.07K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 111 | $3.27K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 115 | $3.39K | 0.00% | +115 | New |
| MV Capital Management, Inc. | 118 | $3.48K | 0.00% | −80−40.4% | Reduced |
| Kennebec Savings Bank | 121 | $3.57K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 124 | $3.66K | 0.00% | −148−54.4% | Reduced |
| Legacy Bridge, LLC | 126 | $3.72K | 0.00% | +126 | New |
| Private Wealth Asset Management, LLC | 127 | $3.75K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 135 | $3.98K | 0.00% | +135 | New |
| Avion Wealth | 136 | $4.00K | 0.00% | +80+142.9% | Added |
| Atlantic Private Wealth, LLC | 136 | $4.01K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 137 | $4.04K | 0.00% | −29−17.5% | Reduced |
| Meeder Asset Management Inc | 137 | $4.04K | 0.00% | −1−0.7% | Reduced |
| Prestige Wealth Management Group LLC | 137 | $4.04K | 0.00% | +6+4.6% | Added |
| Clearstead Advisors, LLC | 141 | $4.16K | 0.00% | +11+8.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 145 | $4.28K | 0.00% | +45+45.0% | Added |
| Geneos Wealth Management Inc. | 146 | $4.31K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $4.42K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 150 | $4.42K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 150 | $4.42K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 164 | $4.84K | 0.00% | +164 | New |
| GoalVest Advisory LLC | 175 | $5.16K | 0.00% | +175 | New |
| Union Bancaire Privee, UBP SA | 200 | $5.63K | 0.00% | −1,800−90.0% | Reduced |
| Quent Capital, LLC | 198 | $5.84K | 0.00% | −108−35.3% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $5.90K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $5.90K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $5.90K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 200 | $5.90K | 0.00% | +200 | New |
| Innovative Advisory Group, LLC | 203 | $5.99K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $6.19K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $6.19K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 215 | $6.34K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 229 | $6.75K | 0.00% | −21−8.4% | Reduced |
| Financial Perspectives, Inc | 230 | $6.78K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 235 | $6.93K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 250 | $7.37K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 298 | $7.48K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 261 | $7.70K | 0.00% | −393−60.1% | Reduced |
| Armstrong Advisory Group, Inc | 263 | $7.76K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 264 | $7.79K | 0.00% | −534−66.9% | Reduced |
| Atlantic Union Bankshares Corp | 273 | $8.05K | 0.00% | −67−19.7% | Reduced |
| SRS Capital Advisors, Inc. | 274 | $8.08K | 0.00% | +274 | New |
| Private Trust Co NA | 280 | $8.26K | 0.00% | +192+218.2% | Added |
| New England Capital Financial Advisors LLC | 300 | $8.85K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 300 | $8.85K | 0.00% | +300 | New |
| Financial Consulate, Inc | 302 | $8.91K | 0.00% | −20−6.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 302 | $8.91K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 304 | $8.96K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 306 | $9.02K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 310 | $9.14K | 0.01% | −27−8.0% | Reduced |
| Manchester Capital Management LLC | 312 | $9.20K | 0.00% | +296+1,850.0% | Added |
| Country Trust Bank | 318 | $9.38K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 320 | $9.44K | 0.00% | −920−74.2% | Reduced |
| GW&K Investment Management, LLC | 337 | $10.0K | 0.00% | −45−11.8% | Reduced |
| EverSource Wealth Advisors, LLC | 344 | $10.1K | 0.00% | −167−32.7% | Reduced |
| Storebrand Asset Management AS | 350 | $10.3K | 0.00% | −1,087−75.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 375 | $11.1K | 0.00% | −100−21.1% | Reduced |
| Rothschild Investment LLC | 387 | $11.4K | 0.00% | −234−37.7% | Reduced |
| Boreal Capital Management LLC | 400 | $11.8K | 0.01% | −100−20.0% | Reduced |
| Bogart Wealth, LLC | 400 | $11.8K | 0.00% | −38−8.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $11.8K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $11.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 463 | $13.7K | 0.00% | +26+5.9% | Added |
| DV Equities, LLC | 485 | $14.3K | 0.00% | +485 | New |
| Basepoint Wealth LLC | 494 | $14.6K | 0.01% | +494 | New |
| Elyxium Wealth, LLC | 496 | $14.6K | 0.00% | +496 | New |
| Ancora Advisors, LLC | 497 | $14.7K | 0.00% | +355+250.0% | Added |
| Oakworth Capital, Inc. | 500 | $14.7K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 500 | $14.7K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 496 | $15.0K | 0.01% | +55+12.5% | Added |
| Clear Street Markets LLC | 517 | $15.2K | 0.00% | −79−13.3% | Reduced |
| Archer Investment Corp | 520 | $15.3K | 0.00% | 00.0% | Unchanged |
| American National Bank | 521 | $15.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 500 | $15.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 525 | $15.5K | 0.00% | −700−57.1% | Reduced |
| Medallion Wealth Advisors, LLC | 525 | $15.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 533 | $15.7K | 0.00% | +26+5.1% | Added |
| NBC Securities, Inc. | 542 | $16.0K | 0.00% | +75+16.1% | Added |
| Assetmark, Inc | 593 | $17.5K | 0.00% | −531−47.2% | Reduced |