Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Moderna, Inc. as of Jun 30, 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
784
+64 vs. Q1 2026
Shares held
318.7M
+11.2M (+3.6%) vs. Q1 2026
Total value
$22.3B
+$6.70B (+42.9%) vs. Q1 2026
New holders
147
258 more added
Sold out
83
240 more reduced

7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 784 institutions
Q1 2021: 780 institutionsQ2 2021: 907 institutionsQ3 2021: 1,146 institutionsQ4 2021: 1,112 institutionsQ1 2022: 1,009 institutionsQ2 2022: 984 institutionsQ3 2022: 916 institutionsQ4 2022: 1,073 institutionsQ1 2023: 1,019 institutionsQ2 2023: 970 institutionsQ3 2023: 892 institutionsQ4 2023: 887 institutionsQ1 2024: 904 institutionsQ2 2024: 958 institutionsQ3 2024: 795 institutionsQ4 2024: 750 institutionsQ1 2025: 696 institutionsQ2 2025: 677 institutionsQ3 2025: 646 institutionsQ4 2025: 676 institutionsQ1 2026: 727 institutionsQ2 2026: 784 institutions
Value heldQ2 2026: $22.3B
Q1 2021: $27.4BQ2 2021: $53.8BQ3 2021: $93.6BQ4 2021: $62.6BQ1 2022: $42.8BQ2 2022: $35.0BQ3 2022: $29.2BQ4 2022: $44.6BQ1 2023: $38.3BQ2 2023: $30.2BQ3 2023: $25.5BQ4 2023: $25.6BQ1 2024: $28.1BQ2 2024: $31.1BQ3 2024: $17.5BQ4 2024: $11.5BQ1 2025: $8.00BQ2 2025: $8.06BQ3 2025: $7.11BQ4 2025: $8.97BQ1 2026: $15.6BQ2 2026: $22.3B
Institutions holding MRNA and their total value by quarter
QuarterHoldersValue
Q2 2026784$22.3B
Q1 2026727$15.6B
Q4 2025676$8.97B
Q3 2025646$7.11B
Q2 2025677$8.06B
Q1 2025696$8.00B
Q4 2024750$11.5B
Q3 2024795$17.5B
Q2 2024958$31.1B
Q1 2024904$28.1B
Q4 2023887$25.6B
Q3 2023892$25.5B
Q2 2023970$30.2B
Q1 20231,019$38.3B
Q4 20221,073$44.6B
Q3 2022916$29.2B
Q2 2022984$35.0B
Q1 20221,009$42.8B
Q4 20211,112$62.6B
Q3 20211,146$93.6B
Q2 2021907$53.8B
Q1 2021780$27.4B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2026.

Institutions holding MRNA in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC6$00.00%−2−25.0%Reduced
FNY Investment Advisers, LLC10$00.00%+10New
Evolution Advisers, Inc.4$00.00%+4New
Navigoe, LLC4$00.00%+4New
Highland Investment Advisors LLC1$700.00%+1New
DHJJ Financial Advisors, Ltd.1$710.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC2$1400.00%00.0%Unchanged
Maryland Capital Advisors Inc.2$1410.00%+2New
Seneschal Advisors, LLC2$1410.00%+2New
BankPlus Trust Department3$2100.00%00.0%Unchanged
MPWM Advisory Solutions, LLC3$2100.00%00.0%Unchanged
Valued Wealth Advisors LLC3$2110.00%00.0%Unchanged
Strive Financial Group ,LLC3$2160.00%−10−76.9%Reduced
Tidemark, LLC4$2800.00%+4New
TOP Private Wealth LLC.4$2800.00%+4New
MTM Investment Management, LLC5$3500.00%00.0%Unchanged
MidFirst Bank5$3500.00%00.0%Unchanged
Chapman Financial Group, LLC5$3510.00%00.0%Unchanged
DecisionPoint Financial, LLC5$3630.00%+5New
Stone House Investment Management, LLC6$4200.00%+6New
1015 Capital Partners, LLC6$4200.00%+6New
Winch Advisory Services, LLC7$4900.00%00.0%Unchanged
Motco7$4900.00%+7New
Planning Strategies Inc.8$5600.00%+8New
Cheviot Value Management, LLC9$6300.00%00.0%Unchanged
Aventura Private Wealth, LLC9$6300.00%00.0%Unchanged
Davis Capital Management9$6300.00%+8+800.0%Added
Buck Wealth Strategies, LLC9$6300.00%+9New
Highline Wealth Partners LLC9$6300.00%+9New
Gen-Wealth Partners Inc10$7000.00%−15−60.0%Reduced
Plante Moran Financial Advisors, LLC10$7000.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC10$7000.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC10$7000.00%00.0%Unchanged
McGuire Capital Advisors Inc10$7000.00%+4+66.7%Added
St Germain D J Co Inc10$7000.00%+10New
Cape Investment Advisory, Inc.10$7000.00%+10New
JPL Wealth Management, LLC10$7010.00%+5+100.0%Added
Cordant, Inc.10$7010.00%+10New
MCF Advisors LLC11$7710.00%+11New
N.E.W. Advisory Services LLC12$8400.00%00.0%Unchanged
American Capital Advisory, LLC12$8410.00%+4+50.0%Added
Signature Equity Partners, LLC13$9100.00%−8−38.1%Reduced
PayPay Securities Corp13$9100.03%−6−31.6%Reduced
Gill Capital Partners, LLC14$9800.00%00.0%Unchanged
Fairscale Capital, LLC14$9800.00%00.0%Unchanged
Penserra Capital Management LLC24$1.00K0.00%+15+166.7%Added
Daytona Street Capital LLC15$1.02K0.00%00.0%Unchanged
North Star Investment Management Corp.15$1.05K0.00%00.0%Unchanged
WPG Advisers, LLC15$1.05K0.00%00.0%Unchanged
Advocate Investing Services LLC15$1.05K0.00%00.0%Unchanged
Key Capital Management, INC15$1.05K0.00%+15New
Dunhill Financial, LLC16$1.14K0.00%−2−11.1%Reduced
SOA Wealth Advisors, LLC.17$1.19K0.00%00.0%Unchanged
Clark Wealth Partners17$1.19K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC18$1.26K0.00%+18New
RMG Wealth Management LLC21$1.34K0.00%00.0%Unchanged
Trust Co20$1.40K0.00%00.0%Unchanged
HFM Investment Advisors, LLC20$1.40K0.00%+12+150.0%Added
Bryn Mawr Trust Co22$1.54K0.00%+22New
Provenance Wealth Advisors, LLC22$1.54K0.00%+22New
Principia Wealth Advisory, LLC23$1.61K0.00%−8−25.8%Reduced
Pacific Center for Financial Services24$1.68K0.00%00.0%Unchanged
Creative Financial Designs Inc24$1.68K0.00%00.0%Unchanged
NVWM, LLC24$1.68K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.26$1.82K0.00%00.0%Unchanged
BFSG, LLC26$1.82K0.00%+26New
Salomon & Ludwin, LLC28$2.03K0.00%00.0%Unchanged
Kilter Group LLC30$2.10K0.00%−5−14.3%Reduced
Marquette Asset Management, LLC30$2.10K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.30$2.10K0.00%+7+30.4%Added
Silver Grove Financial Group, Inc.30$2.10K0.00%+30New
WestEnd Advisors, LLC31$2.17K0.00%+4+14.8%Added
Rialto Wealth Management, LLC34$2.38K0.00%+14+70.0%Added
South State Corp.39$2.75K0.00%00.0%Unchanged
NBT Bank N A40$2.80K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC40$2.80K0.00%00.0%Unchanged
Sunrise Financial Services, LLC40$2.80K0.00%00.0%Unchanged
Salem Investment Counselors Inc40$2.80K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC41$2.87K0.00%00.0%Unchanged
Creative Capital Management Investments LLC41$2.87K0.00%+41New
Blume Capital Management, Inc.45$3.15K0.00%00.0%Unchanged
Bare Financial Services, Inc46$3.22K0.00%−16−25.8%Reduced
Signature Resources Capital Management, LLC47$3.29K0.00%+15+46.9%Added
HM Payson & Co50$3.50K0.00%00.0%Unchanged
City State Bank50$3.50K0.00%00.0%Unchanged
MRP Capital Investments, LLC50$3.50K0.00%+50New
True Wealth Design, LLC50$3.50K0.00%+50New
Key Financial Inc51$3.57K0.00%00.0%Unchanged
Dogwood Wealth Management LLC51$3.57K0.00%+36+240.0%Added
BOK Financial Private Wealth, Inc.51$3.57K0.00%+51New
Compass Financial Management LLC52$3.64K0.00%+52New
GHP Investment Advisors, Inc.54$3.78K0.00%00.0%Unchanged
Insight Financial Services55$3.85K0.00%00.0%Unchanged
Manning & Napier Advisors LLC56$3.90K0.00%+56New
Glen Eagle Advisors, LLC57$3.99K0.00%+10+21.3%Added
Arlington Trust Co LLC60$4.20K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC61$4.27K0.00%+13+27.1%Added
IMG Wealth Management, Inc.61$4.27K0.00%+36+144.0%Added
Raffa Wealth Management, LLC63$4.41K0.00%+13+26.0%Added
Hurley Capital, LLC64$4.48K0.00%00.0%Unchanged