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 |
|---|---|---|---|---|---|
| Heritage Oak Wealth Advisors LLC | 6,113 | $428.1K | 0.13% | +6,113 | New |
| Newlands Management Operations LLC | 6,053 | $423.9K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 5,957 | $417.2K | 0.00% | +254+4.5% | Added |
| Horizon Investments, LLC | 5,913 | $414.1K | 0.00% | −161−2.7% | Reduced |
| J. Safra Sarasin Holding AG | 5,841 | $409.2K | 0.01% | +5,841 | New |
| Commerzbank Aktiengesellschaft | 5,814 | $407.0K | 0.01% | −4,102−41.4% | Reduced |
| Syon Capital LLC | 5,681 | $397.8K | 0.02% | +472+9.1% | Added |
| R Squared Ltd | 5,647 | $395.5K | 0.21% | +5,647 | New |
| Financial Solutions Advisory Group, Inc. | 5,137 | $393.3K | 0.05% | −16−0.3% | Reduced |
| Atria Investments LLC | 5,614 | $393.1K | 0.00% | +5,614 | New |
| Vise Technologies, Inc. | 5,447 | $381.5K | 0.00% | +5,447 | New |
| National Philanthropic Trust | 5,366 | $375.8K | 0.01% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,315 | $372.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,305 | $371.0K | 0.00% | +286+5.7% | Added |
| Resona Asset Management Co.,Ltd. | 5,311 | $370.2K | 0.00% | +473+9.8% | Added |
| Apollon Wealth Management, LLC | 5,260 | $368.4K | 0.00% | −1,582−23.1% | Reduced |
| C M Bidwell & Associates Ltd | 5,255 | $368.0K | 0.15% | +695+15.2% | Added |
| Westwood Holdings Group Inc. | 5,205 | $364.5K | 0.00% | +5,205 | New |
| Snowden Capital Advisors LLC | 5,196 | $363.9K | 0.01% | −7,526−59.2% | Reduced |
| Frec Markets, Inc. | 5,100 | $357.2K | 0.03% | +5,100 | New |
| Intesa Sanpaolo Wealth Management | 5,054 | $353.9K | 0.07% | 00.0% | Unchanged |
| Groupe la Francaise | 5,053 | $352.7K | 0.00% | +48+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,035 | $352.6K | 0.00% | +1,363+37.1% | Added |
| Tower Research Capital LLC (TRC) | 5,006 | $350.6K | 0.01% | −28,722−85.2% | Reduced |
| Fedenia Advisers LLC | 5,000 | $350.1K | 0.08% | +5,000 | New |
| Prime Capital Investment Advisors, LLC | 4,985 | $349.1K | 0.00% | +346+7.5% | Added |
| Brinker Capital Investments, LLC | 4,973 | $348.2K | 0.00% | −30−0.6% | Reduced |
| Greenleaf Trust | 4,964 | $347.6K | 0.00% | −712−12.5% | Reduced |
| Banque Cantonale Vaudoise | 4,944 | $346.0K | 0.01% | +3,821+340.2% | Added |
| Pensionmark Financial Group, LLC | 6,784 | $344.9K | 0.01% | −215−3.1% | Reduced |
| denkapparat Operations GmbH | 4,848 | $339.5K | 0.11% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,789 | $335.0K | 0.00% | −283−5.6% | Reduced |
| Freestone Capital Holdings, LLC | 4,770 | $334.0K | 0.01% | +801+20.2% | Added |
| Jeppson Wealth Management, LLC | 4,758 | $333.2K | 0.10% | −4−0.1% | Reduced |
| Parallel Advisors, LLC | 4,672 | $327.2K | 0.00% | −209−4.3% | Reduced |
| EP Wealth Advisors, LLC | 4,641 | $325.0K | 0.00% | +4,641 | New |
| Crestwood Advisors Group LLC | 4,608 | $322.7K | 0.00% | +220+5.0% | Added |
| CoreCap Advisors, LLC | 4,595 | $321.8K | 0.01% | +3,931+592.0% | Added |
| Intech Investment Management LLC | 4,561 | $319.4K | 0.00% | −14,965−76.6% | Reduced |
| Callan Family Office, LLC | 4,529 | $317.2K | 0.01% | +4,529 | New |
| Centaurus Financial, Inc. | 4,477 | $314.0K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,473 | $313.2K | 0.01% | +4,473 | New |
| GWM Advisors LLC | 4,364 | $305.6K | 0.00% | +2,947+208.0% | Added |
| Sectoral Asset Management Inc | 4,350 | $304.6K | 0.21% | 00.0% | Unchanged |
| MAI Capital Management | 4,345 | $304.3K | 0.00% | +2,200+102.6% | Added |
| Ipswich Investment Management Co., Inc. | 4,335 | $303.6K | 0.06% | +4,335 | New |
| Allianz SE | 4,326 | $302.9K | 0.00% | +391+9.9% | Added |
| Proficio Capital Partners LLC | 4,251 | $297.7K | 0.01% | +4,251 | New |
| Gsa Capital Partners LLP | 4,235 | $297.0K | 0.02% | −25,003−85.5% | Reduced |
| Voleon Capital Management LP | 4,215 | $295.2K | 0.01% | −8,966−68.0% | Reduced |
| Alps Advisors Inc | 4,207 | $294.6K | 0.00% | +4,207 | New |
| Melfa Wealth Management, LLC | 4,199 | $294.0K | 0.16% | +4,199 | New |
| Kovack Advisors, Inc. | 3,995 | $289.6K | 0.01% | −6,385−61.5% | Reduced |
| Allworth Financial LP | 4,123 | $288.7K | 0.00% | −245−5.6% | Reduced |
| Daymark Wealth Partners, LLC | 4,103 | $287.3K | 0.01% | +4,103 | New |
| Signaturefd, LLC | 4,024 | $281.8K | 0.00% | −232−5.5% | Reduced |
| Perkins Capital Management Inc | 4,000 | $280.1K | 0.22% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,970 | $278.0K | 0.07% | +3,970 | New |
| Quarry LP | 3,963 | $277.5K | 0.04% | +3,963 | New |
| Wealthspire Advisors, LLC | 3,953 | $276.8K | 0.00% | +3,953 | New |
| IFG Advisory, LLC | 3,925 | $274.9K | 0.01% | +3,925 | New |
| AlTi Global, Inc. | 3,909 | $273.7K | 0.01% | −311−7.4% | Reduced |
| Frank, Rimerman Advisors LLC | 3,880 | $271.7K | 0.02% | +3,880 | New |
| Trust Asset Management LLC | 3,866 | $270.7K | 0.02% | +3,866 | New |
| Deseret Mutual Benefit Administrators | 3,863 | $270.5K | 0.09% | −1,079−21.8% | Reduced |
| Reik & Co., LLC | 3,830 | $268.2K | 0.07% | +3,830 | New |
| Murphy Pohlad Asset Management LLC | 3,824 | $267.8K | 0.09% | +3,824 | New |
| Fielder Capital Group LLC | 3,803 | $266.3K | 0.06% | −327−7.9% | Reduced |
| Cornerstone Wealth Management, LLC | 3,793 | $265.6K | 0.01% | +3,793 | New |
| Macquarie Group Ltd | 3,787 | $265.2K | 0.00% | −4,218−52.7% | Reduced |
| DoubleLine ETF Adviser LP | 3,760 | $263.3K | 0.11% | −466−11.0% | Reduced |
| Evolve Private Wealth, LLC | 3,753 | $262.8K | 0.02% | +3,753 | New |
| North Star Asset Management Inc | 3,750 | $262.6K | 0.01% | +3,750 | New |
| Wedmont Private Capital | 3,822 | $260.9K | 0.01% | −727−16.0% | Reduced |
| Axxion S.A. | 3,700 | $259.1K | 0.02% | +3,700 | New |
| FIL Ltd | 3,641 | $255.0K | 0.00% | +3,641 | New |
| Optas, LLC | 3,640 | $254.9K | 0.04% | +3,640 | New |
| Rakuten Securities, Inc. | 3,543 | $248.1K | 0.06% | −910−20.4% | Reduced |
| Cigna Investments Inc | 3,525 | $247.0K | 0.03% | +3,525 | New |
| TD Waterhouse Canada Inc. | 3,388 | $245.9K | 0.00% | +85+2.6% | Added |
| Coastwise Capital Group, LLC | 3,500 | $245.1K | 0.14% | +3,500 | New |
| Cohen Capital Management, Inc. | 3,470 | $243.0K | 0.03% | +3,470 | New |
| Warren Averett Asset Management, LLC | 3,466 | $242.7K | 0.00% | +3,466 | New |
| Ballentine Partners, LLC | 3,444 | $241.2K | 0.00% | +3,444 | New |
| Ritholtz Wealth Management | 3,426 | $239.9K | 0.00% | +3,426 | New |
| COFG Advisors, LLC | 3,422 | $239.6K | 0.04% | +3,422 | New |
| Simplicity Wealth,LLC | 3,419 | $239.4K | 0.01% | +3,419 | New |
| Fiduciary Trust Co | 3,412 | $239.0K | 0.00% | +3,412 | New |
| Steel Peak Wealth Management LLC | 3,270 | $229.0K | 0.01% | +3,270 | New |
| Sowell Financial Services LLC | 3,252 | $227.7K | 0.01% | +3,252 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3,249 | $227.5K | 0.08% | +2,975+1,085.8% | Added |
| Barry Investment Advisors, LLC | 3,248 | $227.5K | 0.05% | +3,248 | New |
| Beacon Pointe Advisors, LLC | 3,246 | $227.3K | 0.00% | −940−22.5% | Reduced |
| Premier Path Wealth Partners, LLC | 3,231 | $226.3K | 0.03% | +3,231 | New |
| Parr McKnight Wealth Management Group, LLC | 3,201 | $224.2K | 0.03% | +3,201 | New |
| Almanack Investment Partners, LLC. | 3,194 | $223.7K | 0.03% | +3,194 | New |
| SeaCrest Wealth Management, LLC | 3,174 | $222.3K | 0.02% | +3,174 | New |
| PCM Encore, LLC | 3,165 | $221.6K | 0.04% | +3,165 | New |
| We Are One Seven, LLC | 3,153 | $220.8K | 0.00% | +3,153 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,135 | $219.5K | 0.02% | +9+0.3% | Added |