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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 520 | $26.4K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 525 | $26.7K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 551 | $28.0K | 0.01% | +551 | New |
| JFS Wealth Advisors, LLC | 563 | $28.6K | 0.00% | +30+5.6% | Added |
| Stance Capital LLC | 569 | $28.9K | 0.01% | +569 | New |
| Canton Hathaway, LLC | 601 | $30.5K | 0.01% | +601 | New |
| Frazier Financial Advisors, LLC | 636 | $32.3K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 664 | $33.7K | 0.00% | +139+26.5% | Added |
| Sittner & Nelson, LLC | 690 | $35.1K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 699 | $35.5K | 0.00% | −103,068−99.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $35.6K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 726 | $36.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 770 | $39.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 772 | $39.2K | 0.00% | +385+99.5% | Added |
| J.Safra Asset Management Corp | 786 | $39.9K | 0.00% | +20+2.6% | Added |
| Assetmark, Inc | 801 | $40.7K | 0.00% | +208+35.1% | Added |
| UMA Financial Services, Inc. | 822 | $41.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 837 | $41.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 843 | $42.8K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 850 | $43.2K | 0.00% | −2−0.2% | Reduced |
| Costello Asset Management, INC | 900 | $45.7K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 960 | $46.3K | 0.00% | +134+16.2% | Added |
| Spire Wealth Management | 925 | $47.0K | 0.00% | +462+99.8% | Added |
| Onefund, LLC | 956 | $47.9K | 0.03% | −12−1.2% | Reduced |
| Whittier Trust Co | 1,000 | $48.8K | 0.00% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 990 | $50.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,003 | $50.0K | 0.01% | +137+15.8% | Added |
| Basecamp Wealth Advisors LLC | 994 | $50.5K | 0.01% | −67−6.3% | Reduced |
| Heritage Wealth Advisors | 1,000 | $50.8K | 0.00% | 00.0% | Unchanged |
| Encore Global Management, LP | 1,000 | $50.8K | 0.04% | +1,000 | New |
| Zions Bancorporation, National Association | 1,026 | $52.1K | 0.00% | −3,942−79.3% | Reduced |
| Axiom Investment Management LLC | 1,066 | $54.2K | 0.04% | +1,066 | New |
| Banque Cantonale Vaudoise | 1,123 | $57.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,176 | $59.7K | 0.01% | +494+72.4% | Added |
| Cromwell Holdings LLC | 1,208 | $61.4K | 0.03% | +8+0.7% | Added |
| Twin Lakes Capital Management, LLC | 1,231 | $62.5K | 0.03% | −496−28.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,287 | $65.4K | 0.00% | −168−11.5% | Reduced |
| Investors Research Corp | 1,302 | $66.1K | 0.01% | −250−16.1% | Reduced |
| TD Private Client Wealth LLC | 1,311 | $66.6K | 0.00% | +148+12.7% | Added |
| Wall Street Access Asset Management, LLC | 1,335 | $67.8K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,417 | $72.0K | 0.00% | +401+39.5% | Added |
| Umb Bank N A | 1,425 | $72.4K | 0.00% | +146+11.4% | Added |
| Harbour Investments, Inc. | 1,449 | $73.6K | 0.00% | −1,067−42.4% | Reduced |
| Huntington National Bank | 1,496 | $76.0K | 0.00% | +177+13.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,579 | $80.2K | 0.01% | +1,579 | New |
| Clear Street Markets LLC | 1,626 | $82.6K | 0.04% | +1,109+214.5% | Added |
| Contravisory Investment Management, Inc. | 1,628 | $82.7K | 0.02% | +1,628 | New |
| Los Angeles Capital Management LLC | 1,664 | $84.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,701 | $86.4K | 0.01% | +225+15.2% | Added |
| International Assets Investment Management, LLC | 1,783 | $89.2K | 0.01% | −541−23.3% | Reduced |
| Massmutual Trust Co FSB | 1,789 | $90.9K | 0.00% | −20−1.1% | Reduced |
| Central Pacific Bank - Trust Division | 1,800 | $91.4K | 0.01% | +1,800 | New |
| Parkside Financial Bank & Trust | 1,807 | $91.8K | 0.01% | +282+18.5% | Added |
| MAI Capital Management | 2,145 | $109.0K | 0.00% | −685−24.2% | Reduced |
| Larson Financial Group LLC | 2,166 | $110.0K | 0.00% | +336+18.4% | Added |
| Quadrant Capital Group LLC | 2,194 | $111.5K | 0.00% | +402+22.4% | Added |
| Newbridge Financial Services Group, Inc. | 2,200 | $111.8K | 0.02% | −5,300−70.7% | Reduced |
| Bullock Wealth Management Group | 2,268 | $113.5K | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,250 | $114.3K | 0.00% | +76+3.5% | Added |
| OP Asset Management Ltd | 2,296 | $116.6K | 0.00% | +2,296 | New |
| Danske Bank A/S | 2,351 | $119.4K | 0.00% | −3,734−61.4% | Reduced |
| Intesa Sanpaolo S.p.A. | 2,434 | $123.8K | 0.01% | +750+44.5% | Added |
| State of Wyoming | 2,670 | $135.6K | 0.02% | −362−11.9% | Reduced |
| Centiva Capital, LP | 2,733 | $138.8K | 0.01% | +2,733 | New |
| BNP Paribas | 2,950 | $149.9K | 0.00% | −850−22.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,126 | $158.8K | 0.02% | +118+3.9% | Added |
| Ameritas Investment Partners, Inc. | 3,212 | $163.2K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,303 | $164.6K | 0.00% | +3,039+1,151.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,672 | $186.5K | 0.00% | +11+0.3% | Added |
| Bayforest Capital Ltd | 3,906 | $198.4K | 0.22% | −18,063−82.2% | Reduced |
| Allianz SE | 3,935 | $199.9K | 0.00% | +255+6.9% | Added |
| Dorsey & Whitney Trust CO LLC | 3,946 | $200.5K | 0.01% | +3,946 | New |
| Freestone Capital Holdings, LLC | 3,969 | $201.6K | 0.01% | −24,952−86.3% | Reduced |
| Perkins Capital Management Inc | 4,000 | $203.2K | 0.19% | +4,000 | New |
| Quantessence Capital LLC | 4,063 | $206.4K | 1.01% | +4,063 | New |
| RSM US Wealth Management LLC | 4,082 | $207.4K | 0.00% | +4,082 | New |
| Fielder Capital Group LLC | 4,130 | $209.8K | 0.05% | +4,130 | New |
| Beacon Pointe Advisors, LLC | 4,186 | $212.7K | 0.00% | +4,186 | New |
| AlTi Global, Inc. | 4,220 | $214.4K | 0.00% | +4,220 | New |
| DoubleLine ETF Adviser LP | 4,226 | $214.7K | 0.08% | +4,226 | New |
| Signaturefd, LLC | 4,256 | $216.2K | 0.00% | +965+29.3% | Added |
| Camden Capital, LLC | 4,306 | $218.7K | 0.01% | +4,306 | New |
| Advisors Asset Management, Inc. | 4,346 | $220.8K | 0.00% | −442−9.2% | Reduced |
| Allworth Financial LP | 4,368 | $221.9K | 0.00% | +1,185+37.2% | Added |
| Crestwood Advisors Group LLC | 4,388 | $222.9K | 0.00% | +4,388 | New |
| Washington Trust Co | 4,428 | $224.9K | 0.01% | +4,428 | New |
| Summit Financial, LLC | 4,434 | $225.2K | 0.00% | +4,434 | New |
| Rakuten Securities, Inc. | 4,453 | $226.2K | 0.09% | +907+25.6% | Added |
| Centaurus Financial, Inc. | 4,477 | $227.0K | 0.01% | −5,700−56.0% | Reduced |
| C M Bidwell & Associates Ltd | 4,560 | $231.6K | 0.11% | +4,560 | New |
| Resona Asset Management Co.,Ltd. | 4,838 | $233.3K | 0.00% | +408+9.2% | Added |
| Prime Capital Investment Advisors, LLC | 4,639 | $235.7K | 0.00% | +4,639 | New |
| Wedmont Private Capital | 4,549 | $237.0K | 0.01% | +4,549 | New |
| Groupe la Francaise | 5,005 | $241.5K | 0.00% | −1,000−16.7% | Reduced |
| Jeppson Wealth Management, LLC | 4,762 | $241.9K | 0.08% | +4,762 | New |
| Baird Financial Group, Inc. | 4,781 | $242.9K | 0.00% | +4,781 | New |
| denkapparat Operations GmbH | 4,848 | $246.3K | 0.10% | +4,848 | New |
| Sectoral Asset Management Inc | 4,350 | $247.9K | 0.21% | −655−13.1% | Reduced |
| Parallel Advisors, LLC | 4,881 | $248.0K | 0.00% | +1,537+46.0% | Added |
| Deseret Mutual Benefit Administrators | 4,942 | $251.1K | 0.09% | +2,302+87.2% | Added |