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 |
|---|---|---|---|---|---|
| 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 |
| Whittier Trust Co | 1,000 | $48.8K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 956 | $47.9K | 0.03% | −12−1.2% | Reduced |
| Spire Wealth Management | 925 | $47.0K | 0.00% | +462+99.8% | Added |
| Smartleaf Asset Management LLC | 960 | $46.3K | 0.00% | +134+16.2% | Added |
| Costello Asset Management, INC | 900 | $45.7K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 850 | $43.2K | 0.00% | −2−0.2% | Reduced |
| Asset Dedication, LLC | 843 | $42.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 837 | $41.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 822 | $41.8K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 801 | $40.7K | 0.00% | +208+35.1% | Added |
| J.Safra Asset Management Corp | 786 | $39.9K | 0.00% | +20+2.6% | Added |
| Rothschild Investment LLC | 772 | $39.2K | 0.00% | +385+99.5% | Added |
| Bokf, NA | 770 | $39.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 726 | $36.9K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $35.6K | 0.05% | 00.0% | Unchanged |
| LMR Partners LLP | 699 | $35.5K | 0.00% | −103,068−99.3% | Reduced |
| Sittner & Nelson, LLC | 690 | $35.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 664 | $33.7K | 0.00% | +139+26.5% | Added |
| Frazier Financial Advisors, LLC | 636 | $32.3K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 601 | $30.5K | 0.01% | +601 | New |
| Stance Capital LLC | 569 | $28.9K | 0.01% | +569 | New |
| JFS Wealth Advisors, LLC | 563 | $28.6K | 0.00% | +30+5.6% | Added |
| Owl Creek Wealth Partners LLC | 551 | $28.0K | 0.01% | +551 | New |
| Medallion Wealth Advisors, LLC | 525 | $26.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 520 | $26.4K | 0.01% | 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 |
| Ancora Advisors, LLC | 497 | $25.2K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 495 | $25.1K | 0.01% | +1+0.2% | Added |
| NBC Securities, Inc. | 493 | $25.0K | 0.00% | −49−9.0% | Reduced |
| Fountainhead AM, LLC | 482 | $24.5K | 0.02% | +482 | New |
| 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 |
| EverSource Wealth Advisors, LLC | 424 | $21.5K | 0.00% | +80+23.3% | Added |
| SMA Capital LLC | 421 | $21.4K | 0.01% | +421 | New |
| 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 |
| Brown, Lisle/Cummings, Inc. | 375 | $19.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 372 | $18.9K | 0.00% | +60+19.2% | 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 |
| 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 |
| Private Trust Co NA | 331 | $16.8K | 0.00% | +51+18.2% | Added |
| TFC Financial Management | 319 | $16.2K | 0.00% | +300+1,578.9% | Added |
| Country Trust Bank | 318 | $16.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 329 | $16.0K | 0.00% | −287−46.6% | Reduced |
| Bank & Trust Co | 306 | $15.5K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 304 | $15.4K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 300 | $15.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 302 | $15.0K | 0.01% | −194−39.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 274 | $13.9K | 0.01% | +274 | New |
| Armstrong Advisory Group, Inc | 263 | $13.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 250 | $12.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 248 | $12.6K | 0.00% | −25−9.2% | Reduced |
| Quent Capital, LLC | 248 | $12.6K | 0.00% | +50+25.3% | Added |
| Keating Financial Advisory Services, Inc. | 237 | $12.0K | 0.00% | +102+75.6% | Added |
| Financial Perspectives, Inc | 230 | $11.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 223 | $11.3K | 0.00% | +86+62.8% | Added |
| Golden State Equity Partners | 215 | $10.9K | 0.00% | +215 | New |
| Sachetta, LLC | 214 | $10.9K | 0.01% | −96−31.0% | Reduced |
| Community Financial Services Group, LLC | 215 | $10.8K | 0.00% | +215 | New |
| 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 |
| Marathon Trading Investment Management LLC | 203 | $10.3K | 0.00% | −34,074−99.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 201 | $10.2K | 0.00% | +201 | New |
| 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 |
| Union Bancaire Privee, UBP SA | 200 | $9.03K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 189 | $9.00K | 0.00% | +53+39.0% | Added |
| LRI Investments, LLC | 173 | $8.79K | 0.00% | +160+1,230.8% | Added |
| Walleye Capital LLC | 171 | $8.69K | 0.00% | −171,988−99.9% | Reduced |
| Ameriflex Group, Inc. | 163 | $8.28K | 0.00% | −157−49.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 150 | $7.62K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 150 | $7.62K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 147 | $7.47K | 0.00% | +147 | New |
| Geneos Wealth Management Inc. | 146 | $7.42K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 145 | $7.37K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 141 | $7.16K | 0.01% | −88−38.4% | Reduced |
| 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 |
| Atlantic Private Wealth, LLC | 136 | $6.91K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 135 | $6.86K | 0.00% | +135 | New |
| SHP Wealth Management | 124 | $6.31K | 0.00% | −40−24.4% | Reduced |
| Private Wealth Management Group, LLC | 124 | $6.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 124 | $6.30K | 0.00% | −3−2.4% | Reduced |
| Kennebec Savings Bank | 121 | $6.15K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 120 | $6.10K | 0.00% | +101+531.6% | Added |
| MV Capital Management, Inc. | 119 | $6.05K | 0.00% | +1+0.8% | Added |
| Central Trust Co | 118 | $6.00K | 0.00% | −500−80.9% | Reduced |
| Cornerstone Planning Group LLC | 127 | $5.93K | 0.00% | +106+504.8% | Added |
| ZRC Wealth Management, LLC | 115 | $5.84K | 0.00% | +41+55.4% | Added |
| Clearstead Advisors, LLC | 109 | $5.54K | 0.00% | −32−22.7% | Reduced |