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 |
|---|---|---|---|---|---|
| Birchbrook, Inc. | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| Napier Financial, LLC | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 414 | $30.0K | 0.00% | −1,369−76.8% | Reduced |
| Allied Private Wealth LLC | 412 | $30.4K | 0.02% | +412 | New |
| Bogart Wealth, LLC | 437 | $30.6K | 0.00% | −2−0.5% | Reduced |
| Basepoint Wealth LLC | 495 | $34.7K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 500 | $35.0K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 500 | $35.0K | 0.08% | 00.0% | Unchanged |
| Vision Retirement, LLC | 500 | $35.0K | 0.01% | +300+150.0% | Added |
| Quent Capital, LLC | 516 | $36.1K | 0.00% | +268+108.1% | Added |
| Archer Investment Corp | 520 | $36.4K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 500 | $39.9K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 576 | $40.3K | 0.01% | +25+4.5% | Added |
| EverSource Wealth Advisors, LLC | 590 | $41.3K | 0.00% | +166+39.2% | Added |
| Canton Hathaway, LLC | 601 | $42.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 627 | $43.9K | 0.00% | +64+11.4% | Added |
| Frazier Financial Advisors, LLC | 636 | $44.5K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 650 | $45.5K | 0.01% | −40−5.8% | Reduced |
| Freestone Grove Partners LP | 659 | $46.1K | 0.00% | +659 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $49.0K | 0.07% | 00.0% | Unchanged |
| Crewe Advisors LLC | 728 | $51.0K | 0.00% | +2+0.3% | Added |
| Bokf, NA | 736 | $51.5K | 0.00% | −34−4.4% | Reduced |
| Walleye Capital LLC | 781 | $54.7K | 0.00% | +610+356.7% | Added |
| Assetmark, Inc | 798 | $55.9K | 0.00% | −3−0.4% | Reduced |
| UMA Financial Services, Inc. | 818 | $57.3K | 0.01% | −4−0.5% | Reduced |
| Asset Dedication, LLC | 843 | $59.0K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 866 | $60.6K | 0.04% | −200−18.8% | Reduced |
| Strategic Investment Solutions, Inc. | 874 | $61.2K | 0.01% | +874 | New |
| Costello Asset Management, INC | 900 | $63.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 906 | $63.4K | 0.00% | +797+731.2% | Added |
| Zions Bancorporation, National Association | 925 | $64.8K | 0.00% | −101−9.8% | Reduced |
| Ogorek Anthony Joseph | 950 | $66.0K | 0.02% | −53−5.3% | Reduced |
| Smartleaf Asset Management LLC | 960 | $66.9K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 962 | $67.4K | 0.04% | +6+0.6% | Added |
| Spire Wealth Management | 984 | $68.9K | 0.00% | +59+6.4% | Added |
| Basecamp Wealth Advisors LLC | 985 | $69.0K | 0.01% | −9−0.9% | Reduced |
| Encore Global Management, LP | 1,000 | $70.0K | 0.07% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,042 | $73.0K | 0.00% | +683+190.3% | Added |
| Ameritas Advisory Services, LLC | 1,110 | $77.7K | 0.00% | +1,110 | New |
| Ronald Blue Trust, Inc. | 1,122 | $78.6K | 0.00% | −165−12.8% | Reduced |
| Whittier Trust Co | 1,000 | $81.8K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,231 | $86.2K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 1,253 | $87.7K | 0.00% | −172−12.1% | Reduced |
| Cromwell Holdings LLC | 1,259 | $88.2K | 0.04% | +51+4.2% | Added |
| Harbour Investments, Inc. | 1,280 | $89.7K | 0.00% | −169−11.7% | Reduced |
| Investors Research Corp | 1,302 | $91.2K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,305 | $91.4K | 0.00% | −6−0.5% | Reduced |
| Fountainhead AM, LLC | 1,383 | $96.9K | 0.07% | +901+186.9% | Added |
| Maj Invest Holding A/S | 1,490 | $104.0K | 0.00% | +500+50.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,579 | $110.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,596 | $111.8K | 0.00% | +100+6.7% | Added |
| Los Angeles Capital Management LLC | 1,664 | $116.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,693 | $118.6K | 0.01% | −8−0.5% | Reduced |
| Parkside Financial Bank & Trust | 1,774 | $124.2K | 0.01% | −33−1.8% | Reduced |
| Central Pacific Bank - Trust Division | 1,805 | $126.4K | 0.01% | +5+0.3% | Added |
| Massmutual Trust Co FSB | 1,817 | $127.2K | 0.00% | +28+1.6% | Added |
| Larson Financial Group LLC | 1,943 | $136.1K | 0.00% | −223−10.3% | Reduced |
| Aberdeen Wealth Management LLC | 1,950 | $136.6K | 0.07% | +1,950 | New |
| Golden State Wealth Management, LLC | 2,025 | $141.8K | 0.01% | +2,000+8,000.0% | Added |
| Bayforest Capital Ltd | 2,064 | $144.5K | 0.13% | −1,842−47.2% | Reduced |
| Versant Capital Management, Inc | 2,189 | $153.3K | 0.01% | +1,013+86.1% | Added |
| Itau Unibanco Holding S.A. | 2,245 | $157.2K | 0.00% | −5−0.2% | Reduced |
| Toth Financial Advisory Corp | 2,260 | $158.3K | 0.02% | +1,925+574.6% | Added |
| Bullock Wealth Management Group | 2,268 | $164.4K | 0.07% | 00.0% | Unchanged |
| Danske Bank A/S | 2,351 | $164.6K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 2,434 | $170.4K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 2,670 | $187.0K | 0.03% | +1,335+100.0% | Added |
| Global Retirement Partners, LLC | 2,702 | $189.2K | 0.00% | +2,702 | New |
| MMBG Investment Advisors Co. | 2,860 | $200.3K | 0.02% | +2,860 | New |
| Turtle Creek Wealth Advisors, LLC | 2,899 | $203.0K | 0.01% | +2,899 | New |
| TriaGen Wealth Management LLC | 2,927 | $205.0K | 0.05% | +2,927 | New |
| Abundance Wealth Counselors | 2,950 | $206.6K | 0.01% | +2,950 | New |
| BNP Paribas | 2,950 | $206.6K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,959 | $207.2K | 0.01% | +2,959 | New |
| Ameritas Investment Partners, Inc. | 2,989 | $209.3K | 0.01% | −223−6.9% | Reduced |
| Lynx Capital Group Ltd | 3,000 | $210.1K | 0.08% | +3,000 | New |
| Founders Capital Management, LLC | 3,000 | $210.1K | 0.03% | +3,000 | New |
| Slocum, Gordon & Co LLP | 3,000 | $210.1K | 0.14% | +3,000 | New |
| Citizens Financial Group Inc | 3,025 | $211.8K | 0.00% | +3,025 | New |
| Equitable Holdings, Inc. | 3,041 | $213.0K | 0.00% | +3,041 | New |
| RiverTree Advisors, LLC | 3,052 | $213.7K | 0.13% | +3,052 | New |
| Prospera Financial Services Inc | 3,053 | $213.8K | 0.00% | −74,569−96.1% | Reduced |
| Perfromance Wealth Partners, LLC | 3,062 | $214.4K | 0.01% | +3,062 | New |
| Shepherd Financial Partners LLC | 3,065 | $214.6K | 0.02% | +3,065 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,135 | $219.5K | 0.02% | +9+0.3% | Added |
| We Are One Seven, LLC | 3,153 | $220.8K | 0.00% | +3,153 | New |
| PCM Encore, LLC | 3,165 | $221.6K | 0.04% | +3,165 | New |
| SeaCrest Wealth Management, LLC | 3,174 | $222.3K | 0.02% | +3,174 | New |
| Almanack Investment Partners, LLC. | 3,194 | $223.7K | 0.03% | +3,194 | New |
| Parr McKnight Wealth Management Group, LLC | 3,201 | $224.2K | 0.03% | +3,201 | New |
| Premier Path Wealth Partners, LLC | 3,231 | $226.3K | 0.03% | +3,231 | New |
| Beacon Pointe Advisors, LLC | 3,246 | $227.3K | 0.00% | −940−22.5% | Reduced |
| Barry Investment Advisors, LLC | 3,248 | $227.5K | 0.05% | +3,248 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3,249 | $227.5K | 0.08% | +2,975+1,085.8% | Added |
| Sowell Financial Services LLC | 3,252 | $227.7K | 0.01% | +3,252 | New |
| Steel Peak Wealth Management LLC | 3,270 | $229.0K | 0.01% | +3,270 | New |
| Fiduciary Trust Co | 3,412 | $239.0K | 0.00% | +3,412 | New |
| Simplicity Wealth,LLC | 3,419 | $239.4K | 0.01% | +3,419 | New |
| COFG Advisors, LLC | 3,422 | $239.6K | 0.04% | +3,422 | New |
| Ritholtz Wealth Management | 3,426 | $239.9K | 0.00% | +3,426 | New |