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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 83 | $4.82K | 0.00% | −44−34.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 61 | $4.87K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 70 | $4.90K | 0.00% | +25+55.6% | Added |
| Rossby Financial, LCC | 70 | $4.90K | 0.00% | +35+100.0% | Added |
| Decker Retirement Planning Inc. | 71 | $4.97K | 0.00% | +66+1,320.0% | Added |
| Retirement Wealth Solutions LLC | 71 | $4.97K | 0.00% | +7+10.9% | Added |
| Bruce G. Allen Investments, LLC | 72 | $5.04K | 0.00% | −4−5.3% | Reduced |
| Hughes Financial Services, LLC | 72 | $5.04K | 0.00% | +12+20.0% | Added |
| Bell Investment Advisors, Inc | 75 | $5.25K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 76 | $5.32K | 0.00% | +7+10.1% | Added |
| Clear Street Markets LLC | 82 | $5.74K | 0.00% | −1,544−95.0% | Reduced |
| Ares Financial Consulting, LLC | 85 | $5.95K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 86 | $6.02K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 87 | $6.09K | 0.00% | −50−36.5% | Reduced |
| Millstone Evans Group, LLC | 87 | $6.09K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 91 | $6.37K | 0.00% | −7−7.1% | Reduced |
| Meeder Asset Management Inc | 93 | $6.51K | 0.00% | −130−58.3% | Reduced |
| Atlantic Trust, LLC | 96 | $6.72K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 98 | $6.86K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 109 | $7.00K | 0.00% | −250−69.6% | Reduced |
| Triumph Capital Management | 100 | $7.00K | 0.00% | −200−66.7% | Reduced |
| Old Point Trust & Financial Services N A | 100 | $7.00K | 0.00% | −100−50.0% | Reduced |
| Delta Asset Management LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $7.00K | 0.00% | +100 | New |
| Brown Shipley& Co Ltd | 104 | $7.28K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 108 | $7.56K | 0.00% | −7−6.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 108 | $7.56K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 112 | $7.84K | 0.00% | +112 | New |
| SHP Wealth Management | 113 | $7.92K | 0.00% | −11−8.9% | Reduced |
| Ancora Advisors, LLC | 115 | $8.05K | 0.00% | −382−76.9% | Reduced |
| Kennebec Savings Bank | 121 | $8.47K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 122 | $8.54K | 0.00% | +122 | New |
| Private Wealth Asset Management, LLC | 124 | $8.68K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 124 | $8.68K | 0.00% | +5+4.2% | Added |
| Essential Partners LLC | 125 | $8.75K | 0.00% | +125 | New |
| Central Trust Co | 126 | $8.82K | 0.00% | +8+6.8% | Added |
| Activest Wealth Management | 135 | $9.45K | 0.00% | +50+58.8% | Added |
| Atlantic Private Wealth, LLC | 136 | $9.52K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 137 | $9.60K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 139 | $9.73K | 0.01% | −2−1.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 145 | $10.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 145 | $10.2K | 0.00% | +25+20.8% | Added |
| Stance Capital LLC | 150 | $10.5K | 0.00% | −419−73.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 150 | $10.5K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 150 | $10.5K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 152 | $10.6K | 0.00% | +152 | New |
| Kemnay Advisory Services Inc. | 154 | $10.8K | 0.00% | +7+4.8% | Added |
| Capital Analysts, LLC | 163 | $11.0K | 0.00% | −9,016−98.2% | Reduced |
| Avion Wealth | 171 | $11.0K | 0.00% | −18−9.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 160 | $11.2K | 0.00% | +53+49.5% | Added |
| GFS Advisors, LLC | 75,981 | $11.3K | 0.00% | −24,019−24.0% | Reduced |
| Ameriflex Group, Inc. | 163 | $11.4K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 163 | $11.7K | 0.00% | −133,652−99.9% | Reduced |
| Covestor Ltd | 172 | $12.0K | 0.01% | −130−43.0% | Reduced |
| Medallion Wealth Advisors, LLC | 173 | $12.1K | 0.00% | −352−67.0% | Reduced |
| LRI Investments, LLC | 173 | $12.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 178 | $12.5K | 0.00% | +178 | New |
| Flagship Wealth Advisors, LLC | 185 | $13.0K | 0.00% | +25+15.6% | Added |
| SJS Investment Consulting Inc. | 193 | $13.5K | 0.00% | +178+1,186.7% | Added |
| Tounjian Advisory Partners, LLC | 197 | $13.8K | 0.01% | +197 | New |
| Newbridge Financial Services Group, Inc. | 200 | $14.0K | 0.00% | −2,000−90.9% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $14.0K | 0.00% | +200 | New |
| Action Point Financial Planning, LLC | 207 | $14.2K | 0.00% | +207 | New |
| Farmers & Merchants Investments Inc | 210 | $14.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $14.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 216 | $15.1K | 0.00% | +92+74.2% | Added |
| Sachetta, LLC | 217 | $15.2K | 0.01% | +3+1.4% | Added |
| Community Financial Services Group, LLC | 215 | $15.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 230 | $16.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 248 | $17.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 255 | $17.9K | 0.00% | +255 | New |
| Armstrong Advisory Group, Inc | 263 | $18.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 264 | $18.5K | 0.00% | −55−17.2% | Reduced |
| Peterson Wealth Management | 269 | $18.8K | 0.01% | +269 | New |
| Institute for Wealth Management, LLC. | 275 | $19.2K | 0.00% | +275 | New |
| NBC Securities, Inc. | 279 | $19.5K | 0.00% | −214−43.4% | Reduced |
| SMA Capital LLC | 297 | $20.8K | 0.01% | −124−29.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 303 | $21.2K | 0.00% | +66+27.8% | Added |
| Evelyn Partners Group Ltd | 304 | $21.3K | 0.00% | +304 | New |
| Bank & Trust Co | 306 | $21.4K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 318 | $22.3K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 320 | $22.4K | 0.03% | +320 | New |
| Manchester Capital Management LLC | 321 | $22.5K | 0.00% | −51−13.7% | Reduced |
| J.Safra Asset Management Corp | 328 | $23.0K | 0.00% | −458−58.3% | Reduced |
| Valley National Advisers Inc | 329 | $23.0K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 340 | $23.8K | 0.00% | +5+1.5% | Added |
| Piscataqua Savings Bank | 350 | $24.5K | 0.02% | +100+40.0% | Added |
| Private Trust Co NA | 364 | $25.5K | 0.00% | +33+10.0% | Added |
| Geneos Wealth Management Inc. | 372 | $26.1K | 0.00% | +226+154.8% | Added |
| Brown, Lisle/Cummings, Inc. | 375 | $26.3K | 0.01% | 00.0% | Unchanged |