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 |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 3,065 | $214.6K | 0.02% | +3,065 | New |
| Perfromance Wealth Partners, LLC | 3,062 | $214.4K | 0.01% | +3,062 | New |
| Prospera Financial Services Inc | 3,053 | $213.8K | 0.00% | −74,569−96.1% | Reduced |
| RiverTree Advisors, LLC | 3,052 | $213.7K | 0.13% | +3,052 | New |
| Equitable Holdings, Inc. | 3,041 | $213.0K | 0.00% | +3,041 | New |
| Citizens Financial Group Inc | 3,025 | $211.8K | 0.00% | +3,025 | New |
| 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 |
| Ameritas Investment Partners, Inc. | 2,989 | $209.3K | 0.01% | −223−6.9% | Reduced |
| Aaron Wealth Advisors | 2,959 | $207.2K | 0.01% | +2,959 | New |
| BNP Paribas | 2,950 | $206.6K | 0.01% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 2,950 | $206.6K | 0.01% | +2,950 | New |
| TriaGen Wealth Management LLC | 2,927 | $205.0K | 0.05% | +2,927 | New |
| Turtle Creek Wealth Advisors, LLC | 2,899 | $203.0K | 0.01% | +2,899 | New |
| MMBG Investment Advisors Co. | 2,860 | $200.3K | 0.02% | +2,860 | New |
| Global Retirement Partners, LLC | 2,702 | $189.2K | 0.00% | +2,702 | New |
| Wall Street Access Asset Management, LLC | 2,670 | $187.0K | 0.03% | +1,335+100.0% | Added |
| Intesa Sanpaolo S.p.A. | 2,434 | $170.4K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 2,351 | $164.6K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 2,268 | $164.4K | 0.07% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,260 | $158.3K | 0.02% | +1,925+574.6% | Added |
| Itau Unibanco Holding S.A. | 2,245 | $157.2K | 0.00% | −5−0.2% | Reduced |
| Versant Capital Management, Inc | 2,189 | $153.3K | 0.01% | +1,013+86.1% | Added |
| Bayforest Capital Ltd | 2,064 | $144.5K | 0.13% | −1,842−47.2% | Reduced |
| Golden State Wealth Management, LLC | 2,025 | $141.8K | 0.01% | +2,000+8,000.0% | Added |
| Aberdeen Wealth Management LLC | 1,950 | $136.6K | 0.07% | +1,950 | New |
| Larson Financial Group LLC | 1,943 | $136.1K | 0.00% | −223−10.3% | Reduced |
| Massmutual Trust Co FSB | 1,817 | $127.2K | 0.00% | +28+1.6% | Added |
| Central Pacific Bank - Trust Division | 1,805 | $126.4K | 0.01% | +5+0.3% | Added |
| Parkside Financial Bank & Trust | 1,774 | $124.2K | 0.01% | −33−1.8% | Reduced |
| CVA Family Office, LLC | 1,693 | $118.6K | 0.01% | −8−0.5% | Reduced |
| Los Angeles Capital Management LLC | 1,664 | $116.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,596 | $111.8K | 0.00% | +100+6.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,579 | $110.6K | 0.01% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 1,490 | $104.0K | 0.00% | +500+50.5% | Added |
| Fountainhead AM, LLC | 1,383 | $96.9K | 0.07% | +901+186.9% | Added |
| TD Private Client Wealth LLC | 1,305 | $91.4K | 0.00% | −6−0.5% | Reduced |
| Investors Research Corp | 1,302 | $91.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,280 | $89.7K | 0.00% | −169−11.7% | Reduced |
| Cromwell Holdings LLC | 1,259 | $88.2K | 0.04% | +51+4.2% | Added |
| Umb Bank N A | 1,253 | $87.7K | 0.00% | −172−12.1% | Reduced |
| Twin Lakes Capital Management, LLC | 1,231 | $86.2K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $81.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,122 | $78.6K | 0.00% | −165−12.8% | Reduced |
| Ameritas Advisory Services, LLC | 1,110 | $77.7K | 0.00% | +1,110 | New |
| GW&K Investment Management, LLC | 1,042 | $73.0K | 0.00% | +683+190.3% | Added |
| Encore Global Management, LP | 1,000 | $70.0K | 0.07% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 985 | $69.0K | 0.01% | −9−0.9% | Reduced |
| Spire Wealth Management | 984 | $68.9K | 0.00% | +59+6.4% | Added |
| Onefund, LLC | 962 | $67.4K | 0.04% | +6+0.6% | Added |
| Smartleaf Asset Management LLC | 960 | $66.9K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 950 | $66.0K | 0.02% | −53−5.3% | Reduced |
| Zions Bancorporation, National Association | 925 | $64.8K | 0.00% | −101−9.8% | Reduced |
| Clearstead Advisors, LLC | 906 | $63.4K | 0.00% | +797+731.2% | Added |
| Costello Asset Management, INC | 900 | $63.0K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 874 | $61.2K | 0.01% | +874 | New |
| Axiom Investment Management LLC | 866 | $60.6K | 0.04% | −200−18.8% | Reduced |
| Asset Dedication, LLC | 843 | $59.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 818 | $57.3K | 0.01% | −4−0.5% | Reduced |
| Assetmark, Inc | 798 | $55.9K | 0.00% | −3−0.4% | Reduced |
| Walleye Capital LLC | 781 | $54.7K | 0.00% | +610+356.7% | Added |
| Bokf, NA | 736 | $51.5K | 0.00% | −34−4.4% | Reduced |
| Crewe Advisors LLC | 728 | $51.0K | 0.00% | +2+0.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 700 | $49.0K | 0.07% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 659 | $46.1K | 0.00% | +659 | New |
| Sittner & Nelson, LLC | 650 | $45.5K | 0.01% | −40−5.8% | Reduced |
| Frazier Financial Advisors, LLC | 636 | $44.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 627 | $43.9K | 0.00% | +64+11.4% | Added |
| Canton Hathaway, LLC | 601 | $42.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 590 | $41.3K | 0.00% | +166+39.2% | Added |
| Owl Creek Wealth Partners LLC | 576 | $40.3K | 0.01% | +25+4.5% | Added |
| Pacifica Partners Inc. | 500 | $39.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 520 | $36.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 516 | $36.1K | 0.00% | +268+108.1% | Added |
| 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 |
| Basepoint Wealth LLC | 495 | $34.7K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 437 | $30.6K | 0.00% | −2−0.5% | Reduced |
| Allied Private Wealth LLC | 412 | $30.4K | 0.02% | +412 | New |
| International Assets Investment Management, LLC | 414 | $30.0K | 0.00% | −1,369−76.8% | Reduced |
| Birchbrook, Inc. | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| Napier Financial, LLC | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 375 | $26.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 372 | $26.1K | 0.00% | +226+154.8% | Added |
| Private Trust Co NA | 364 | $25.5K | 0.00% | +33+10.0% | Added |
| Piscataqua Savings Bank | 350 | $24.5K | 0.02% | +100+40.0% | Added |
| Financial Consulate, Inc | 340 | $23.8K | 0.00% | +5+1.5% | Added |
| Valley National Advisers Inc | 329 | $23.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 328 | $23.0K | 0.00% | −458−58.3% | Reduced |
| Manchester Capital Management LLC | 321 | $22.5K | 0.00% | −51−13.7% | Reduced |
| POM Investment Strategies, LLC | 320 | $22.4K | 0.03% | +320 | New |
| Country Trust Bank | 318 | $22.3K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 306 | $21.4K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 304 | $21.3K | 0.00% | +304 | New |
| Keating Financial Advisory Services, Inc. | 303 | $21.2K | 0.00% | +66+27.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| SMA Capital LLC | 297 | $20.8K | 0.01% | −124−29.5% | Reduced |
| NBC Securities, Inc. | 279 | $19.5K | 0.00% | −214−43.4% | Reduced |