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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 3,444 | $241.2K | 0.00% | +3,444 | New |
| Warren Averett Asset Management, LLC | 3,466 | $242.7K | 0.00% | +3,466 | New |
| Cohen Capital Management, Inc. | 3,470 | $243.0K | 0.03% | +3,470 | New |
| Coastwise Capital Group, LLC | 3,500 | $245.1K | 0.14% | +3,500 | New |
| TD Waterhouse Canada Inc. | 3,388 | $245.9K | 0.00% | +85+2.6% | Added |
| Cigna Investments Inc | 3,525 | $247.0K | 0.03% | +3,525 | New |
| Rakuten Securities, Inc. | 3,543 | $248.1K | 0.06% | −910−20.4% | Reduced |
| Optas, LLC | 3,640 | $254.9K | 0.04% | +3,640 | New |
| FIL Ltd | 3,641 | $255.0K | 0.00% | +3,641 | New |
| Axxion S.A. | 3,700 | $259.1K | 0.02% | +3,700 | New |
| Wedmont Private Capital | 3,822 | $260.9K | 0.01% | −727−16.0% | Reduced |
| North Star Asset Management Inc | 3,750 | $262.6K | 0.01% | +3,750 | New |
| Evolve Private Wealth, LLC | 3,753 | $262.8K | 0.02% | +3,753 | New |
| DoubleLine ETF Adviser LP | 3,760 | $263.3K | 0.11% | −466−11.0% | Reduced |
| Macquarie Group Ltd | 3,787 | $265.2K | 0.00% | −4,218−52.7% | Reduced |
| Cornerstone Wealth Management, LLC | 3,793 | $265.6K | 0.01% | +3,793 | New |
| Fielder Capital Group LLC | 3,803 | $266.3K | 0.06% | −327−7.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,824 | $267.8K | 0.09% | +3,824 | New |
| Reik & Co., LLC | 3,830 | $268.2K | 0.07% | +3,830 | New |
| Deseret Mutual Benefit Administrators | 3,863 | $270.5K | 0.09% | −1,079−21.8% | Reduced |
| Trust Asset Management LLC | 3,866 | $270.7K | 0.02% | +3,866 | New |
| Frank, Rimerman Advisors LLC | 3,880 | $271.7K | 0.02% | +3,880 | New |
| AlTi Global, Inc. | 3,909 | $273.7K | 0.01% | −311−7.4% | Reduced |
| IFG Advisory, LLC | 3,925 | $274.9K | 0.01% | +3,925 | New |
| Wealthspire Advisors, LLC | 3,953 | $276.8K | 0.00% | +3,953 | New |
| Quarry LP | 3,963 | $277.5K | 0.04% | +3,963 | New |
| Stevens Capital Management LP | 3,970 | $278.0K | 0.07% | +3,970 | New |
| Perkins Capital Management Inc | 4,000 | $280.1K | 0.22% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,024 | $281.8K | 0.00% | −232−5.5% | Reduced |
| Daymark Wealth Partners, LLC | 4,103 | $287.3K | 0.01% | +4,103 | New |
| Allworth Financial LP | 4,123 | $288.7K | 0.00% | −245−5.6% | Reduced |
| Kovack Advisors, Inc. | 3,995 | $289.6K | 0.01% | −6,385−61.5% | Reduced |
| Melfa Wealth Management, LLC | 4,199 | $294.0K | 0.16% | +4,199 | New |
| Alps Advisors Inc | 4,207 | $294.6K | 0.00% | +4,207 | New |
| Voleon Capital Management LP | 4,215 | $295.2K | 0.01% | −8,966−68.0% | Reduced |
| Gsa Capital Partners LLP | 4,235 | $297.0K | 0.02% | −25,003−85.5% | Reduced |
| Proficio Capital Partners LLC | 4,251 | $297.7K | 0.01% | +4,251 | New |
| Allianz SE | 4,326 | $302.9K | 0.00% | +391+9.9% | Added |
| Ipswich Investment Management Co., Inc. | 4,335 | $303.6K | 0.06% | +4,335 | New |
| MAI Capital Management | 4,345 | $304.3K | 0.00% | +2,200+102.6% | Added |
| Sectoral Asset Management Inc | 4,350 | $304.6K | 0.21% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,364 | $305.6K | 0.00% | +2,947+208.0% | Added |
| Graham Capital Management, L.P. | 4,473 | $313.2K | 0.01% | +4,473 | New |
| Centaurus Financial, Inc. | 4,477 | $314.0K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 4,529 | $317.2K | 0.01% | +4,529 | New |
| Intech Investment Management LLC | 4,561 | $319.4K | 0.00% | −14,965−76.6% | Reduced |
| CoreCap Advisors, LLC | 4,595 | $321.8K | 0.01% | +3,931+592.0% | Added |
| Crestwood Advisors Group LLC | 4,608 | $322.7K | 0.00% | +220+5.0% | Added |
| EP Wealth Advisors, LLC | 4,641 | $325.0K | 0.00% | +4,641 | New |
| Parallel Advisors, LLC | 4,672 | $327.2K | 0.00% | −209−4.3% | Reduced |
| Jeppson Wealth Management, LLC | 4,758 | $333.2K | 0.10% | −4−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 4,770 | $334.0K | 0.01% | +801+20.2% | Added |
| Hantz Financial Services, Inc. | 4,789 | $335.0K | 0.00% | −283−5.6% | Reduced |
| denkapparat Operations GmbH | 4,848 | $339.5K | 0.11% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 6,784 | $344.9K | 0.01% | −215−3.1% | Reduced |
| Banque Cantonale Vaudoise | 4,944 | $346.0K | 0.01% | +3,821+340.2% | Added |
| Greenleaf Trust | 4,964 | $347.6K | 0.00% | −712−12.5% | Reduced |
| Brinker Capital Investments, LLC | 4,973 | $348.2K | 0.00% | −30−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,985 | $349.1K | 0.00% | +346+7.5% | Added |
| Fedenia Advisers LLC | 5,000 | $350.1K | 0.08% | +5,000 | New |
| Tower Research Capital LLC (TRC) | 5,006 | $350.6K | 0.01% | −28,722−85.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,035 | $352.6K | 0.00% | +1,363+37.1% | Added |
| Groupe la Francaise | 5,053 | $352.7K | 0.00% | +48+1.0% | Added |
| Intesa Sanpaolo Wealth Management | 5,054 | $353.9K | 0.07% | 00.0% | Unchanged |
| Frec Markets, Inc. | 5,100 | $357.2K | 0.03% | +5,100 | New |
| Snowden Capital Advisors LLC | 5,196 | $363.9K | 0.01% | −7,526−59.2% | Reduced |
| Westwood Holdings Group Inc. | 5,205 | $364.5K | 0.00% | +5,205 | New |
| C M Bidwell & Associates Ltd | 5,255 | $368.0K | 0.15% | +695+15.2% | Added |
| Apollon Wealth Management, LLC | 5,260 | $368.4K | 0.00% | −1,582−23.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 5,311 | $370.2K | 0.00% | +473+9.8% | Added |
| Bessemer Group Inc | 5,305 | $371.0K | 0.00% | +286+5.7% | Added |
| Boston Family Office LLC | 5,315 | $372.0K | 0.02% | 00.0% | Unchanged |
| National Philanthropic Trust | 5,366 | $375.8K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,447 | $381.5K | 0.00% | +5,447 | New |
| Atria Investments LLC | 5,614 | $393.1K | 0.00% | +5,614 | New |
| Financial Solutions Advisory Group, Inc. | 5,137 | $393.3K | 0.05% | −16−0.3% | Reduced |
| R Squared Ltd | 5,647 | $395.5K | 0.21% | +5,647 | New |
| Syon Capital LLC | 5,681 | $397.8K | 0.02% | +472+9.1% | Added |
| Commerzbank Aktiengesellschaft | 5,814 | $407.0K | 0.01% | −4,102−41.4% | Reduced |
| J. Safra Sarasin Holding AG | 5,841 | $409.2K | 0.01% | +5,841 | New |
| Horizon Investments, LLC | 5,913 | $414.1K | 0.00% | −161−2.7% | Reduced |
| TCW Group Inc | 5,957 | $417.2K | 0.00% | +254+4.5% | Added |
| Newlands Management Operations LLC | 6,053 | $423.9K | 0.00% | 00.0% | Unchanged |
| Heritage Oak Wealth Advisors LLC | 6,113 | $428.1K | 0.13% | +6,113 | New |
| Capital Counsel LLC | 6,172 | $432.2K | 0.02% | −30−0.5% | Reduced |
| Savant Capital, LLC | 7,432 | $440.9K | 0.00% | +7,432 | New |
| Private Advisor Group, LLC | 6,392 | $447.6K | 0.00% | −420−6.2% | Reduced |
| Metis Global Partners, LLC | 6,452 | $451.8K | 0.01% | −90−1.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,510 | $455.9K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,532 | $457.4K | 0.04% | +1,528+30.5% | Added |
| Everett Harris & Co | 6,600 | $462.2K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 6,604 | $462.5K | 0.02% | +6,604 | New |
| Vident Advisory, LLC | 6,613 | $463.1K | 0.00% | −1,175−15.1% | Reduced |
| Motley Fool Asset Management LLC | 6,721 | $470.7K | 0.02% | +194+3.0% | Added |
| Prelude Capital Management, LLC | 6,725 | $471.0K | 0.03% | +6,725 | New |
| Tema ETFs LLC | 6,752 | $472.8K | 0.02% | +580+9.4% | Added |
| MML Investors Services, LLC | 6,761 | $473.5K | 0.00% | +888+15.1% | Added |
| Sequoia Financial Advisors, LLC | 6,776 | $474.5K | 0.00% | −484−6.7% | Reduced |
| AXA S.A. | 7,790 | $477.0K | 0.55% | −36−0.5% | Reduced |
| New England Research & Management, Inc. | 6,850 | $479.7K | 0.19% | +6,850 | New |