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; 785 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 | 785 | $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 |
|---|---|---|---|---|---|
| Capital Counsel LLC | 6,202 | $315.1K | 0.01% | +6,202 | New |
| Tema ETFs LLC | 6,172 | $313.5K | 0.02% | +28+0.5% | Added |
| Sagewood Asset Management LP | 6,122 | $311.0K | 0.10% | +6,122 | New |
| Horizon Investments, LLC | 6,074 | $308.6K | 0.00% | +361+6.3% | Added |
| Newlands Management Operations LLC | 6,053 | $307.5K | 0.00% | +6,053 | New |
| Concurrent Investment Advisors, LLC | 6,045 | $307.1K | 0.00% | −3,480−36.5% | Reduced |
| 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 |
| MML Investors Services, LLC | 5,873 | $298.4K | 0.00% | +5,873 | New |
| Capstone Investment Advisors, LLC | 5,755 | $292.4K | 0.00% | +5,755 | New |
| TCW Group Inc | 5,703 | $289.7K | 0.00% | +5,703 | New |
| Blue Capital, Inc. | 5,687 | $288.9K | 0.19% | +5,687 | New |
| Greenleaf Trust | 5,676 | $288.3K | 0.00% | +5,676 | New |
| Focused Alpha, LLC | 5,634 | $286.2K | 0.09% | +5,634 | New |
| National Philanthropic Trust | 5,366 | $272.6K | 0.00% | +5,366 | New |
| Boston Family Office LLC | 5,315 | $270.0K | 0.02% | +5,315 | New |
| Edgestream Partners, L.P. | 5,254 | $266.9K | 0.01% | −28,698−84.5% | Reduced |
| Syon Capital LLC | 5,209 | $264.6K | 0.01% | +5,209 | New |
| Balyasny Asset Management LLC | 5,191 | $263.7K | 0.00% | −8,599−62.4% | Reduced |
| Financial Solutions Advisory Group, Inc. | 5,153 | $261.8K | 0.04% | +5,153 | New |
| Tobam | 5,130 | $261.0K | 0.07% | −41,059−88.9% | Reduced |
| Hantz Financial Services, Inc. | 5,072 | $258.0K | 0.00% | +1,669+49.0% | Added |
| Intesa Sanpaolo Wealth Management | 5,054 | $256.7K | 0.06% | −120−2.3% | Reduced |
| Bessemer Group Inc | 5,019 | $255.0K | 0.00% | +1,097+28.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,014 | $254.7K | 0.01% | +5,014 | New |
| V-Square Quantitative Management LLC | 5,004 | $254.2K | 0.03% | −4,994−49.9% | Reduced |
| Brinker Capital Investments, LLC | 5,003 | $254.2K | 0.00% | +5,003 | New |
| Deseret Mutual Benefit Administrators | 4,942 | $251.1K | 0.09% | +2,302+87.2% | Added |
| Parallel Advisors, LLC | 4,881 | $248.0K | 0.00% | +1,537+46.0% | Added |
| Sectoral Asset Management Inc | 4,350 | $247.9K | 0.21% | −655−13.1% | Reduced |
| denkapparat Operations GmbH | 4,848 | $246.3K | 0.10% | +4,848 | New |
| Baird Financial Group, Inc. | 4,781 | $242.9K | 0.00% | +4,781 | New |
| Jeppson Wealth Management, LLC | 4,762 | $241.9K | 0.08% | +4,762 | New |
| Groupe la Francaise | 5,005 | $241.5K | 0.00% | −1,000−16.7% | Reduced |
| Wedmont Private Capital | 4,549 | $237.0K | 0.01% | +4,549 | New |
| Prime Capital Investment Advisors, LLC | 4,639 | $235.7K | 0.00% | +4,639 | New |
| Resona Asset Management Co.,Ltd. | 4,838 | $233.3K | 0.00% | +408+9.2% | Added |
| C M Bidwell & Associates Ltd | 4,560 | $231.6K | 0.11% | +4,560 | New |
| Centaurus Financial, Inc. | 4,477 | $227.0K | 0.01% | −5,700−56.0% | Reduced |
| Rakuten Securities, Inc. | 4,453 | $226.2K | 0.09% | +907+25.6% | Added |
| Summit Financial, LLC | 4,434 | $225.2K | 0.00% | +4,434 | New |
| Washington Trust Co | 4,428 | $224.9K | 0.01% | +4,428 | New |
| Crestwood Advisors Group LLC | 4,388 | $222.9K | 0.00% | +4,388 | New |
| Allworth Financial LP | 4,368 | $221.9K | 0.00% | +1,185+37.2% | Added |
| Advisors Asset Management, Inc. | 4,346 | $220.8K | 0.00% | −442−9.2% | Reduced |
| Camden Capital, LLC | 4,306 | $218.7K | 0.01% | +4,306 | New |
| Signaturefd, LLC | 4,256 | $216.2K | 0.00% | +965+29.3% | Added |
| DoubleLine ETF Adviser LP | 4,226 | $214.7K | 0.08% | +4,226 | New |
| AlTi Global, Inc. | 4,220 | $214.4K | 0.00% | +4,220 | New |
| Beacon Pointe Advisors, LLC | 4,186 | $212.7K | 0.00% | +4,186 | New |
| Fielder Capital Group LLC | 4,130 | $209.8K | 0.05% | +4,130 | New |
| RSM US Wealth Management LLC | 4,082 | $207.4K | 0.00% | +4,082 | New |
| Quantessence Capital LLC | 4,063 | $206.4K | 1.01% | +4,063 | New |
| Perkins Capital Management Inc | 4,000 | $203.2K | 0.19% | +4,000 | New |
| Freestone Capital Holdings, LLC | 3,969 | $201.6K | 0.01% | −24,952−86.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,946 | $200.5K | 0.01% | +3,946 | New |
| Allianz SE | 3,935 | $199.9K | 0.00% | +255+6.9% | Added |
| Bayforest Capital Ltd | 3,906 | $198.4K | 0.22% | −18,063−82.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,672 | $186.5K | 0.00% | +11+0.3% | Added |
| TD Waterhouse Canada Inc. | 3,303 | $164.6K | 0.00% | +3,039+1,151.1% | Added |
| Ameritas Investment Partners, Inc. | 3,212 | $163.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,126 | $158.8K | 0.02% | +118+3.9% | Added |
| BNP Paribas | 2,950 | $149.9K | 0.00% | −850−22.4% | Reduced |
| Centiva Capital, LP | 2,733 | $138.8K | 0.01% | +2,733 | New |
| State of Wyoming | 2,670 | $135.6K | 0.02% | −362−11.9% | Reduced |
| Intesa Sanpaolo S.p.A. | 2,434 | $123.8K | 0.01% | +750+44.5% | Added |
| Danske Bank A/S | 2,351 | $119.4K | 0.00% | −3,734−61.4% | Reduced |
| OP Asset Management Ltd | 2,296 | $116.6K | 0.00% | +2,296 | New |
| Itau Unibanco Holding S.A. | 2,250 | $114.3K | 0.00% | +76+3.5% | Added |
| Bullock Wealth Management Group | 2,268 | $113.5K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,200 | $111.8K | 0.02% | −5,300−70.7% | Reduced |
| Quadrant Capital Group LLC | 2,194 | $111.5K | 0.00% | +402+22.4% | Added |
| Larson Financial Group LLC | 2,166 | $110.0K | 0.00% | +336+18.4% | Added |
| MAI Capital Management | 2,145 | $109.0K | 0.00% | −685−24.2% | Reduced |
| Parkside Financial Bank & Trust | 1,807 | $91.8K | 0.01% | +282+18.5% | Added |
| Central Pacific Bank - Trust Division | 1,800 | $91.4K | 0.01% | +1,800 | New |
| Massmutual Trust Co FSB | 1,789 | $90.9K | 0.00% | −20−1.1% | Reduced |
| International Assets Investment Management, LLC | 1,783 | $89.2K | 0.01% | −541−23.3% | Reduced |
| CVA Family Office, LLC | 1,701 | $86.4K | 0.01% | +225+15.2% | Added |
| Los Angeles Capital Management LLC | 1,664 | $84.5K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,628 | $82.7K | 0.02% | +1,628 | New |
| Clear Street Markets LLC | 1,626 | $82.6K | 0.04% | +1,109+214.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,579 | $80.2K | 0.01% | +1,579 | New |
| Huntington National Bank | 1,496 | $76.0K | 0.00% | +177+13.4% | Added |
| Harbour Investments, Inc. | 1,449 | $73.6K | 0.00% | −1,067−42.4% | Reduced |
| Umb Bank N A | 1,425 | $72.4K | 0.00% | +146+11.4% | Added |
| GWM Advisors LLC | 1,417 | $72.0K | 0.00% | +401+39.5% | Added |
| Wall Street Access Asset Management, LLC | 1,335 | $67.8K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,311 | $66.6K | 0.00% | +148+12.7% | Added |
| Investors Research Corp | 1,302 | $66.1K | 0.01% | −250−16.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,287 | $65.4K | 0.00% | −168−11.5% | Reduced |
| Twin Lakes Capital Management, LLC | 1,231 | $62.5K | 0.03% | −496−28.7% | Reduced |
| Cromwell Holdings LLC | 1,208 | $61.4K | 0.03% | +8+0.7% | Added |
| Versant Capital Management, Inc | 1,176 | $59.7K | 0.01% | +494+72.4% | Added |
| Banque Cantonale Vaudoise | 1,123 | $57.0K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,066 | $54.2K | 0.04% | +1,066 | New |
| Zions Bancorporation, National Association | 1,026 | $52.1K | 0.00% | −3,942−79.3% | 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 |
| Basecamp Wealth Advisors LLC | 994 | $50.5K | 0.01% | −67−6.3% | Reduced |