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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 275 | $19.2K | 0.00% | +275 | New |
| Peterson Wealth Management | 269 | $18.8K | 0.01% | +269 | New |
| TFC Financial Management | 264 | $18.5K | 0.00% | −55−17.2% | Reduced |
| Armstrong Advisory Group, Inc | 263 | $18.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 255 | $17.9K | 0.00% | +255 | New |
| Atlantic Union Bankshares Corp | 248 | $17.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 230 | $16.1K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 215 | $15.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 217 | $15.2K | 0.01% | +3+1.4% | Added |
| Private Wealth Management Group, LLC | 216 | $15.1K | 0.00% | +92+74.2% | Added |
| Center for Financial Planning, Inc. | 210 | $14.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $14.7K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 207 | $14.2K | 0.00% | +207 | 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 |
| Tounjian Advisory Partners, LLC | 197 | $13.8K | 0.01% | +197 | New |
| SJS Investment Consulting Inc. | 193 | $13.5K | 0.00% | +178+1,186.7% | Added |
| Flagship Wealth Advisors, LLC | 185 | $13.0K | 0.00% | +25+15.6% | Added |
| Optiver Holding B.V. | 178 | $12.5K | 0.00% | +178 | New |
| Medallion Wealth Advisors, LLC | 173 | $12.1K | 0.00% | −352−67.0% | Reduced |
| LRI Investments, LLC | 173 | $12.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 172 | $12.0K | 0.01% | −130−43.0% | Reduced |
| Marshall Wace, LLP | 163 | $11.7K | 0.00% | −133,652−99.9% | Reduced |
| Ameriflex Group, Inc. | 163 | $11.4K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 75,981 | $11.3K | 0.00% | −24,019−24.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 160 | $11.2K | 0.00% | +53+49.5% | 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 |
| Kemnay Advisory Services Inc. | 154 | $10.8K | 0.00% | +7+4.8% | Added |
| LifeSteps Financial, Inc. | 152 | $10.6K | 0.00% | +152 | New |
| 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 |
| Fortitude Family Office, LLC | 145 | $10.2K | 0.00% | +25+20.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 145 | $10.2K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 139 | $9.73K | 0.01% | −2−1.4% | Reduced |
| Prestige Wealth Management Group LLC | 137 | $9.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 136 | $9.52K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 135 | $9.45K | 0.00% | +50+58.8% | Added |
| Central Trust Co | 126 | $8.82K | 0.00% | +8+6.8% | Added |
| Essential Partners LLC | 125 | $8.75K | 0.00% | +125 | 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 |
| Continuum Advisory, LLC | 122 | $8.54K | 0.00% | +122 | New |
| Kennebec Savings Bank | 121 | $8.47K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 115 | $8.05K | 0.00% | −382−76.9% | Reduced |
| SHP Wealth Management | 113 | $7.92K | 0.00% | −11−8.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 112 | $7.84K | 0.00% | +112 | New |
| 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 |
| Brown Shipley& Co Ltd | 104 | $7.28K | 0.00% | 00.0% | Unchanged |
| 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 |
| Coston, McIsaac & Partners | 109 | $7.00K | 0.00% | −250−69.6% | Reduced |
| Vanguard National Trust Co | 98 | $6.86K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 96 | $6.72K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 93 | $6.51K | 0.00% | −130−58.3% | Reduced |
| AdvisorNet Financial, Inc | 91 | $6.37K | 0.00% | −7−7.1% | Reduced |
| 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 |
| Financial Network Wealth Advisors LLC | 86 | $6.02K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 85 | $5.95K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 82 | $5.74K | 0.00% | −1,544−95.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 76 | $5.32K | 0.00% | +7+10.1% | Added |
| Bell Investment Advisors, Inc | 75 | $5.25K | 0.00% | 00.0% | Unchanged |
| 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 |
| Retirement Wealth Solutions LLC | 71 | $4.97K | 0.00% | +7+10.9% | Added |
| Decker Retirement Planning Inc. | 71 | $4.97K | 0.00% | +66+1,320.0% | Added |
| IMA Wealth, Inc. | 70 | $4.90K | 0.00% | +25+55.6% | Added |
| Rossby Financial, LCC | 70 | $4.90K | 0.00% | +35+100.0% | Added |
| Whittier Trust Co of Nevada Inc | 61 | $4.87K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 83 | $4.82K | 0.00% | −44−34.6% | Reduced |
| Hurley Capital, LLC | 64 | $4.48K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $4.41K | 0.00% | +13+26.0% | Added |
| Bay Harbor Wealth Management, LLC | 61 | $4.27K | 0.00% | +13+27.1% | Added |
| IMG Wealth Management, Inc. | 61 | $4.27K | 0.00% | +36+144.0% | Added |
| Arlington Trust Co LLC | 60 | $4.20K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 57 | $3.99K | 0.00% | +10+21.3% | Added |
| Manning & Napier Advisors LLC | 56 | $3.90K | 0.00% | +56 | New |
| Insight Financial Services | 55 | $3.85K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 54 | $3.78K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 52 | $3.64K | 0.00% | +52 | New |
| Key Financial Inc | 51 | $3.57K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 51 | $3.57K | 0.00% | +36+240.0% | Added |
| BOK Financial Private Wealth, Inc. | 51 | $3.57K | 0.00% | +51 | New |
| HM Payson & Co | 50 | $3.50K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $3.50K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 50 | $3.50K | 0.00% | +50 | New |