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Livermore
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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, Q1 2026

Institutional positions in Moderna, Inc. as of Mar 31, 2026. 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
727
+64 vs. Q4 2025
Shares held
308.2M
+48.3M (+18.6%) vs. Q4 2025
Total value
$15.6B
+$7.97B (+104.1%) vs. Q4 2025
New holders
148
240 more added
Sold out
84
200 more reduced

13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 727 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 heldQ1 2026: $15.6B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q4 2025.

Institutions holding MRNA in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC8$00.00%+2+33.3%Added
Penserra Capital Management LLC9$00.00%+9New
DHJJ Financial Advisors, Ltd.1$510.00%00.0%Unchanged
Westend Capital Management, LLC1$510.00%+1New
Davis Capital Management1$510.00%+1New
ROSS\JOHNSON & Associates LLC2$1020.00%00.0%Unchanged
BankPlus Trust Department3$1520.00%00.0%Unchanged
MPWM Advisory Solutions, LLC3$1520.00%00.0%Unchanged
Synergy Investment Management, LLC3$1520.00%+3New
Valued Wealth Advisors LLC3$1530.00%00.0%Unchanged
Chapman Financial Group, LLC5$2540.00%00.0%Unchanged
MTM Investment Management, LLC5$2540.00%00.0%Unchanged
Trust Co of Toledo NA5$2540.00%+5New
Decker Retirement Planning Inc.5$2540.00%+5New
JPL Wealth Management, LLC5$2540.00%+5New
MidFirst Bank5$2540.00%+5New
TopTier Wealth Management, LLC5$2540.00%+5New
McGuire Capital Advisors Inc6$3050.00%00.0%Unchanged
Winch Advisory Services, LLC7$3560.00%00.0%Unchanged
HFM Investment Advisors, LLC8$4060.00%+7+700.0%Added
American Capital Advisory, LLC8$4070.00%+8New
Cheviot Value Management, LLC9$4570.00%00.0%Unchanged
Aventura Private Wealth, LLC9$4570.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC10$4670.00%00.0%Unchanged
Tompkins Financial Corp10$5080.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC10$5080.00%00.0%Unchanged
Sunbelt Securities, Inc.10$5080.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC10$5080.00%00.0%Unchanged
PFS Partners, LLC11$5530.00%−6−35.3%Reduced
Addison Advisors LLC12$6100.00%00.0%Unchanged
N.E.W. Advisory Services LLC12$6100.00%+12New
Fairscale Capital, LLC14$7110.00%00.0%Unchanged
Gill Capital Partners, LLC14$7110.00%+14New
North Star Investment Management Corp.15$7620.00%00.0%Unchanged
WPG Advisers, LLC15$7620.00%00.0%Unchanged
SJS Investment Consulting Inc.15$7620.00%+15New
Dogwood Wealth Management LLC15$7620.00%+15New
Advocate Investing Services LLC15$7620.00%+15New
Daytona Street Capital LLC15$7670.00%00.0%Unchanged
SOA Wealth Advisors, LLC.17$8640.00%00.0%Unchanged
Clark Wealth Partners17$8640.00%00.0%Unchanged
Washington Trust Advisors, Inc.18$9140.00%+18New
Dunhill Financial, LLC18$9490.00%00.0%Unchanged
Strive Financial Group ,LLC13$1.00K0.00%00.0%Unchanged
Rialto Wealth Management, LLC20$1.02K0.00%+17+566.7%Added
Trust Co20$1.02K0.00%+20New
Portus Wealth Advisors, LLC20$1.02K0.00%+20New
PayPay Securities Corp19$1.04K0.04%−20−51.3%Reduced
Clayton Financial Group LLC21$1.07K0.00%00.0%Unchanged
Signature Equity Partners, LLC21$1.07K0.00%+13+162.5%Added
RMG Wealth Management LLC21$1.11K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.23$1.17K0.00%+23New
Creative Financial Designs Inc24$1.22K0.00%00.0%Unchanged
NVWM, LLC24$1.22K0.00%00.0%Unchanged
Pacific Center for Financial Services24$1.22K0.00%00.0%Unchanged
Golden State Wealth Management, LLC25$1.27K0.00%−28−52.8%Reduced
McIlrath & Eck, LLC25$1.27K0.00%00.0%Unchanged
Gen-Wealth Partners Inc25$1.27K0.00%00.0%Unchanged
IMG Wealth Management, Inc.25$1.27K0.00%+12+92.3%Added
Vermillion Wealth Management, Inc.25$1.27K0.00%+25New
Godfrey Financial Associates, Inc.26$1.32K0.00%00.0%Unchanged
Innovative Asset Advisors Group, LLC26$1.32K0.00%+26New
WestEnd Advisors, LLC27$1.37K0.00%00.0%Unchanged
Salomon & Ludwin, LLC28$1.38K0.00%00.0%Unchanged
Marquette Asset Management, LLC30$1.52K0.00%+30New
Principia Wealth Advisory, LLC31$1.57K0.00%+12+63.2%Added
Signature Resources Capital Management, LLC32$1.63K0.00%00.0%Unchanged
Johnson Financial Group, Inc.33$1.68K0.00%00.0%Unchanged
Rossby Financial, LCC35$1.75K0.00%+35New
Kilter Group LLC35$1.78K0.00%+5+16.7%Added
South State Corp.39$1.99K0.00%+15+62.5%Added
Resources Management Corp40$2.00K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC40$2.03K0.00%00.0%Unchanged
Sunrise Financial Services, LLC40$2.03K0.00%00.0%Unchanged
Salem Investment Counselors Inc40$2.03K0.00%+40New
NBT Bank N A40$2.03K0.00%+40New
Smallwood Wealth Investment Management, LLC41$2.08K0.00%00.0%Unchanged
Blume Capital Management, Inc.45$2.29K0.00%00.0%Unchanged
Monetary Solutions, Ltd45$2.29K0.00%00.0%Unchanged
IMA Wealth, Inc.45$2.29K0.00%+45New
Curio Wealth, LLC46$2.34K0.00%+2+4.5%Added
Glen Eagle Advisors, LLC47$2.39K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC48$2.44K0.00%+40+500.0%Added
HM Payson & Co50$2.54K0.00%00.0%Unchanged
City State Bank50$2.54K0.00%00.0%Unchanged
Bernard Wealth Management Corp.50$2.54K0.00%00.0%Unchanged
Raffa Wealth Management, LLC50$2.54K0.00%+2+4.2%Added
Intentional Wealth Strategies, LLC50$2.54K0.00%+50New
Key Financial Inc51$2.59K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.54$2.74K0.00%+14+35.0%Added
Abound Wealth Management55$2.79K0.00%00.0%Unchanged
Insight Financial Services55$2.79K0.00%00.0%Unchanged
GoalVest Advisory LLC57$2.90K0.00%−118−67.4%Reduced
Whittier Trust Co of Nevada Inc61$2.98K0.00%+40+190.5%Added
Hughes Financial Services, LLC60$3.05K0.00%00.0%Unchanged
Arlington Trust Co LLC60$3.05K0.00%+60New
Bare Financial Services, Inc62$3.15K0.00%+16+34.8%Added
Scarborough Advisors, LLC63$3.20K0.00%+50+384.6%Added
Hurley Capital, LLC64$3.25K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC64$3.25K0.00%+20+45.5%Added