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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 69 | $3.50K | 0.00% | +65+1,625.0% | Added |
| Bell Investment Advisors, Inc | 75 | $3.81K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 76 | $3.86K | 0.00% | +4+5.6% | Added |
| Ares Financial Consulting, LLC | 85 | $4.25K | 0.00% | +85 | New |
| Activest Wealth Management | 85 | $4.32K | 0.00% | −176−67.4% | Reduced |
| Financial Network Wealth Advisors LLC | 86 | $4.37K | 0.00% | +12+16.2% | Added |
| Flagship Wealth Advisors, LLC | 160 | $4.42K | 0.00% | −75−31.9% | Reduced |
| Millstone Evans Group, LLC | 87 | $4.42K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 96 | $4.88K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 97 | $4.93K | 0.01% | +97 | New |
| AdvisorNet Financial, Inc | 98 | $4.98K | 0.00% | +98 | New |
| Vanguard National Trust Co | 98 | $4.98K | 0.00% | +98 | New |
| Bartlett & Co. Wealth Management LLC | 107 | $5.06K | 0.00% | +3+2.9% | Added |
| Boreal Capital Management LLC | 100 | $5.08K | 0.00% | −300−75.0% | Reduced |
| Delta Asset Management LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 100 | $5.08K | 0.00% | +100 | New |
| Caldwell Trust Co | 100 | $5.08K | 0.00% | +100 | New |
| RWM Asset Management, LLC | 103 | $5.23K | 0.00% | +103 | New |
| Brown Shipley& Co Ltd | 104 | $5.28K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 105 | $5.33K | 0.00% | −110−51.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 108 | $5.49K | 0.00% | +108 | New |
| Clearstead Advisors, LLC | 109 | $5.54K | 0.00% | −32−22.7% | Reduced |
| ZRC Wealth Management, LLC | 115 | $5.84K | 0.00% | +41+55.4% | Added |
| Cornerstone Planning Group LLC | 127 | $5.93K | 0.00% | +106+504.8% | Added |
| Central Trust Co | 118 | $6.00K | 0.00% | −500−80.9% | Reduced |
| MV Capital Management, Inc. | 119 | $6.05K | 0.00% | +1+0.8% | Added |
| Fortitude Family Office, LLC | 120 | $6.10K | 0.00% | +101+531.6% | Added |
| Kennebec Savings Bank | 121 | $6.15K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 124 | $6.30K | 0.00% | −3−2.4% | Reduced |
| Private Wealth Management Group, LLC | 124 | $6.30K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 124 | $6.31K | 0.00% | −40−24.4% | Reduced |
| Elequin Capital LP | 135 | $6.86K | 0.00% | +135 | New |
| Atlantic Private Wealth, LLC | 136 | $6.91K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 137 | $6.96K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 137 | $6.96K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 141 | $7.16K | 0.01% | −88−38.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 145 | $7.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 146 | $7.42K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 147 | $7.47K | 0.00% | +147 | New |
| Steigerwald, Gordon & Koch Inc. | 150 | $7.62K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 150 | $7.62K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 163 | $8.28K | 0.00% | −157−49.1% | Reduced |
| Walleye Capital LLC | 171 | $8.69K | 0.00% | −171,988−99.9% | Reduced |
| LRI Investments, LLC | 173 | $8.79K | 0.00% | +160+1,230.8% | Added |
| Avion Wealth | 189 | $9.00K | 0.00% | +53+39.0% | Added |
| Union Bancaire Privee, UBP SA | 200 | $9.03K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 201 | $10.2K | 0.00% | +201 | New |
| Marathon Trading Investment Management LLC | 203 | $10.3K | 0.00% | −34,074−99.4% | Reduced |
| Farmers & Merchants Investments Inc | 210 | $10.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $10.7K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 215 | $10.8K | 0.00% | +215 | New |
| Sachetta, LLC | 214 | $10.9K | 0.01% | −96−31.0% | Reduced |
| Golden State Equity Partners | 215 | $10.9K | 0.00% | +215 | New |
| Meeder Asset Management Inc | 223 | $11.3K | 0.00% | +86+62.8% | Added |
| Financial Perspectives, Inc | 230 | $11.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 237 | $12.0K | 0.00% | +102+75.6% | Added |
| Quent Capital, LLC | 248 | $12.6K | 0.00% | +50+25.3% | Added |
| Atlantic Union Bankshares Corp | 248 | $12.6K | 0.00% | −25−9.2% | Reduced |
| Piscataqua Savings Bank | 250 | $12.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 263 | $13.4K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 274 | $13.9K | 0.01% | +274 | New |
| Covestor Ltd | 302 | $15.0K | 0.01% | −194−39.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 300 | $15.2K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 304 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 306 | $15.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 329 | $16.0K | 0.00% | −287−46.6% | Reduced |
| Country Trust Bank | 318 | $16.2K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 319 | $16.2K | 0.00% | +300+1,578.9% | Added |
| Private Trust Co NA | 331 | $16.8K | 0.00% | +51+18.2% | Added |
| Financial Consulate, Inc | 335 | $17.0K | 0.00% | +33+10.9% | Added |
| Toth Financial Advisory Corp | 335 | $17.0K | 0.00% | +300+857.1% | Added |
| GW&K Investment Management, LLC | 359 | $18.0K | 0.00% | +22+6.5% | Added |
| Coston, McIsaac & Partners | 359 | $18.0K | 0.00% | +250+229.4% | Added |
| Manchester Capital Management LLC | 372 | $18.9K | 0.00% | +60+19.2% | Added |
| Brown, Lisle/Cummings, Inc. | 375 | $19.1K | 0.00% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $20.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $20.3K | 0.01% | 00.0% | Unchanged |
| Napier Financial, LLC | 400 | $20.3K | 0.00% | +400 | New |
| SMA Capital LLC | 421 | $21.4K | 0.01% | +421 | New |
| EverSource Wealth Advisors, LLC | 424 | $21.5K | 0.00% | +80+23.3% | Added |
| Bogart Wealth, LLC | 439 | $22.3K | 0.00% | +39+9.8% | Added |
| Root Financial Partners, LLC | 439 | $22.3K | 0.00% | +344+362.1% | Added |
| Fountainhead AM, LLC | 482 | $24.5K | 0.02% | +482 | New |
| NBC Securities, Inc. | 493 | $25.0K | 0.00% | −49−9.0% | Reduced |
| Basepoint Wealth LLC | 495 | $25.1K | 0.01% | +1+0.2% | Added |
| Ancora Advisors, LLC | 497 | $25.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 500 | $25.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 500 | $25.4K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 500 | $25.4K | 0.07% | 00.0% | Unchanged |