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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 5,003 | $254.2K | 0.00% | +5,003 | New |
| V-Square Quantitative Management LLC | 5,004 | $254.2K | 0.03% | −4,994−49.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,014 | $254.7K | 0.01% | +5,014 | New |
| Bessemer Group Inc | 5,019 | $255.0K | 0.00% | +1,097+28.0% | Added |
| Intesa Sanpaolo Wealth Management | 5,054 | $256.7K | 0.06% | −120−2.3% | Reduced |
| Hantz Financial Services, Inc. | 5,072 | $258.0K | 0.00% | +1,669+49.0% | Added |
| Tobam | 5,130 | $261.0K | 0.07% | −41,059−88.9% | Reduced |
| Financial Solutions Advisory Group, Inc. | 5,153 | $261.8K | 0.04% | +5,153 | New |
| Balyasny Asset Management LLC | 5,191 | $263.7K | 0.00% | −8,599−62.4% | Reduced |
| Syon Capital LLC | 5,209 | $264.6K | 0.01% | +5,209 | New |
| Edgestream Partners, L.P. | 5,254 | $266.9K | 0.01% | −28,698−84.5% | Reduced |
| Boston Family Office LLC | 5,315 | $270.0K | 0.02% | +5,315 | New |
| National Philanthropic Trust | 5,366 | $272.6K | 0.00% | +5,366 | New |
| Focused Alpha, LLC | 5,634 | $286.2K | 0.09% | +5,634 | New |
| Greenleaf Trust | 5,676 | $288.3K | 0.00% | +5,676 | New |
| Blue Capital, Inc. | 5,687 | $288.9K | 0.19% | +5,687 | New |
| TCW Group Inc | 5,703 | $289.7K | 0.00% | +5,703 | New |
| Capstone Investment Advisors, LLC | 5,755 | $292.4K | 0.00% | +5,755 | New |
| MML Investors Services, LLC | 5,873 | $298.4K | 0.00% | +5,873 | New |
| Gabelli Funds LLC | 6,000 | $304.8K | 0.00% | −2,500−29.4% | Reduced |
| Symmetry Investments LP | 6,000 | $304.8K | 0.07% | +6,000 | New |
| Concurrent Investment Advisors, LLC | 6,045 | $307.1K | 0.00% | −3,480−36.5% | Reduced |
| Newlands Management Operations LLC | 6,053 | $307.5K | 0.00% | +6,053 | New |
| Horizon Investments, LLC | 6,074 | $308.6K | 0.00% | +361+6.3% | Added |
| Sagewood Asset Management LP | 6,122 | $311.0K | 0.10% | +6,122 | New |
| Tema ETFs LLC | 6,172 | $313.5K | 0.02% | +28+0.5% | Added |
| Capital Counsel LLC | 6,202 | $315.1K | 0.01% | +6,202 | New |
| Sapient Capital LLC | 6,288 | $319.4K | 0.00% | +6,288 | New |
| Canada Post Corp Registered Pension Plan | 6,510 | $330.7K | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 6,527 | $331.6K | 0.01% | +6,527 | New |
| Integrated Wealth Concepts LLC | 6,539 | $332.2K | 0.00% | +6,539 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,446 | $332.3K | 0.00% | +6,446 | New |
| Metis Global Partners, LLC | 6,542 | $332.3K | 0.01% | −999−13.2% | Reduced |
| Vega Investment Solutions | 6,594 | $335.0K | 0.08% | −211−3.1% | Reduced |
| Everett Harris & Co | 6,600 | $335.3K | 0.00% | +6,600 | New |
| Northwest & Ethical Investments L.P. | 6,716 | $341.2K | 0.01% | −8,036−54.5% | Reduced |
| Private Advisor Group, LLC | 6,812 | $346.0K | 0.00% | −3,130−31.5% | Reduced |
| Apollon Wealth Management, LLC | 6,842 | $347.6K | 0.01% | +6,842 | New |
| Brown Brothers Harriman & Co | 6,843 | $347.6K | 0.00% | +4,172+156.2% | Added |
| EntryPoint Capital, LLC | 6,917 | $351.4K | 0.10% | −10,521−60.3% | Reduced |
| Pensionmark Financial Group, LLC | 6,999 | $355.6K | 0.01% | −63−0.9% | Reduced |
| Keybank National Association | 7,217 | $366.6K | 0.00% | +7,217 | New |
| Walleye Trading LLC | 7,257 | $368.7K | 0.01% | −316,376−97.8% | Reduced |
| Sequoia Financial Advisors, LLC | 7,260 | $368.8K | 0.00% | +7,260 | New |
| Valeo Financial Advisors, LLC | 7,317 | $371.7K | 0.01% | −535−6.8% | Reduced |
| Blair William & Co | 7,338 | $372.8K | 0.00% | +392+5.6% | Added |
| Laird Norton Trust Company, LLC | 7,443 | $378.1K | 0.01% | +7,443 | New |
| Mather Group, LLC. | 7,645 | $388.4K | 0.00% | +551+7.8% | Added |
| Colony Group, LLC | 7,667 | $389.5K | 0.00% | −5,843−43.2% | Reduced |
| Boothbay Fund Management, LLC | 7,772 | $394.8K | 0.01% | +7,772 | New |
| New Insight Wealth Advisors | 7,777 | $395.1K | 0.14% | −75−1.0% | Reduced |
| Bank of Nova Scotia | 7,783 | $395.4K | 0.00% | −56,563−87.9% | Reduced |
| Vident Advisory, LLC | 7,788 | $395.6K | 0.00% | +7,788 | New |
| AXA S.A. | 7,826 | $397.6K | 0.16% | −3,079−28.2% | Reduced |
| CX Institutional | 7,903 | $401.0K | 0.01% | −218−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 7,896 | $401.1K | 0.00% | −321−3.9% | Reduced |
| Advisory Services Network, LLC | 7,908 | $401.7K | 0.01% | +3,321+72.4% | Added |
| Eurizon Capital SGR S.p.A. | 8,104 | $402.2K | 0.00% | −920−10.2% | Reduced |
| Macquarie Group Ltd | 8,005 | $406.7K | 0.00% | −6,416−44.5% | Reduced |
| Three Seasons Wealth, LLC | 8,016 | $407.2K | 0.16% | +8,016 | New |
| Summitry LLC | 8,105 | $411.7K | 0.01% | +8,105 | New |
| Meeder Advisory Services, Inc. | 8,118 | $412.4K | 0.02% | +904+12.5% | Added |
| IFP Advisors, Inc | 8,149 | $414.0K | 0.01% | +1,364+20.1% | Added |
| Forum Finance Group S.A. | 10,400 | $416.0K | 0.23% | +10,400 | New |
| Sankala Group LLC | 8,318 | $426.8K | 0.35% | +174+2.1% | Added |
| GF Fund Management Co. Ltd. | 8,775 | $445.8K | 0.01% | +1,098+14.3% | Added |
| Ausdal Financial Partners, Inc. | 8,849 | $449.5K | 0.02% | +1,540+21.1% | Added |
| Coldstream Capital Management Inc | 8,859 | $450.0K | 0.01% | +944+11.9% | Added |
| Intrinsic Value Partners, LLC | 8,914 | $452.8K | 0.35% | −4,230−32.2% | Reduced |
| CAPROCK Group, Inc. | 8,946 | $454.5K | 0.01% | +8,946 | New |
| Empirical Finance, LLC | 8,995 | $456.9K | 0.02% | −9−0.1% | Reduced |
| Torrey Growth & Income Advisors | 9,350 | $460.7K | 0.19% | −100−1.1% | Reduced |
| Probity Advisors, Inc. | 9,144 | $464.5K | 0.07% | −535−5.5% | Reduced |
| Capital Analysts, LLC | 9,179 | $466.0K | 0.01% | +16+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,334 | $474.2K | 0.03% | 00.0% | Unchanged |
| Lake Hills Wealth Management, LLC | 9,346 | $474.8K | 0.27% | +9,346 | New |
| Securian Asset Management, Inc | 9,354 | $475.2K | 0.02% | −100−1.1% | Reduced |
| Brandywine Managers, LLC | 9,510 | $483.1K | 0.28% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 9,517 | $483.5K | 0.01% | +9,517 | New |
| MUFG Securities Americas Inc. | 9,622 | $488.8K | 0.03% | +255+2.7% | Added |
| Moors & Cabot, Inc. | 9,916 | $503.7K | 0.02% | −6,556−39.8% | Reduced |
| Commerzbank Aktiengesellschaft | 9,916 | $504.0K | 0.01% | +9,916 | New |
| LVM Capital Management Ltd | 9,940 | $505.0K | 0.05% | −4,350−30.4% | Reduced |
| Cantor Fitzgerald, L. P. | 10,009 | $508.5K | 0.02% | +10,009 | New |
| Kovack Advisors, Inc. | 10,380 | $523.0K | 0.03% | +10,380 | New |
| Everence Capital Management Inc | 10,380 | $527.0K | 0.03% | +130+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,800 | $531.4K | 0.00% | −3,610−25.1% | Reduced |
| Cidel Asset Management Inc | 10,463 | $531.5K | 0.03% | +1,334+14.6% | Added |
| North Dakota State Investment Board | 10,475 | $532.1K | 0.02% | −1,697−13.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,523 | $534.6K | 0.00% | +1,592+17.8% | Added |
| Captrust Financial Advisors | 10,654 | $541.2K | 0.00% | −1,310−10.9% | Reduced |
| Perbak Capital Partners LLP | 10,991 | $558.3K | 0.14% | +10,991 | New |
| Clear Street Group Inc. | 11,008 | $559.2K | 0.00% | +11,008 | New |
| Northwestern Mutual Investment Management Company, LLC | 11,127 | $565.3K | 0.01% | +17+0.2% | Added |
| Lazard Asset Management LLC | 11,364 | $577.3K | 0.00% | +11,364 | New |
| Aspen Investment Management Inc | 11,390 | $579.0K | 0.18% | +11,390 | New |
| Sanibel Captiva Trust Company, Inc. | 11,419 | $580.1K | 0.02% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 11,657 | $592.2K | 0.20% | +50.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11,729 | $595.8K | 0.10% | +16+0.1% | Added |
| KBC Group NV | 11,754 | $597.0K | 0.00% | −1,088−8.5% | Reduced |