# MODERNA INC (MRNA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MRNA/

- Reporting holders: 32
- Reported value: $255.6M
- Held through calls: 0.6%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $223.6M | 1,160,945 | 3.0% | 22 |
| [Green Alpha Advisors, LLC](https://holderbook.com/funds/1439207-green-alpha-advisors-llc/) | $6.4M | 33,191 | 4.3% | 24 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $6.0M | 11,652 | 3.2% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.4M | 17,622 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.1M | 16,136 | 0.1% | 12 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $2.8M | 14,578 | 0.0% | 22 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $1.6M | 0 | 0.4% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.6M | 8,147 | 0.0% | 4 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $1.3M | 6,913 | 0.6% | 3 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.2M | 5,938 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $640.1K | 3,324 | 0.0% | 11 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $565.0K | 2,934 | 0.1% | 26 |
| [Gainplan LLC](https://holderbook.com/funds/1697857-gainplan-llc/) | $481.6K | 2,501 | 0.2% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $479.7K | 2,491 | 0.0% | 23 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $428.5K | 2,268 | 0.2% | 11 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $380.5K | 1,976 | 0.0% | 21 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $352.4K | 1,830 | 0.0% | 1 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $341.6K | 1,774 | 0.3% | 1 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $304.1K | 1,579 | 0.0% | 1 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $217.6K | 1,130 | 0.0% | 1 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $213.2K | 1,107 | 0.0% | 1 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $94.4K | 500 | 0.0% | 18 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $58.9K | 306 | 0.0% | 10 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $50.6K | 263 | 0.0% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $21.8K | 113 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 32 | $255.6M |
| Q2 2026 | 802 | $27.8B |
| Q1 2026 | 736 | $19.3B |
| Q4 2025 | 689 | $11.9B |
| Q3 2025 | 653 | $9.7B |
| Q2 2025 | 686 | $10.2B |
| Q1 2025 | 707 | $9.9B |
| Q4 2024 | 763 | $13.6B |
| Q3 2024 | 808 | $20.0B |
| Q2 2024 | 978 | $34.8B |
| Q1 2024 | 919 | $32.3B |
| Q4 2023 | 905 | $29.7B |