Stocklore

Moderna, Inc. (MRNA)

Biotech & Health · US stock

What changed in recent filings

  • Europe segment 18% → 3%Dec 31, 2024 → Dec 31, 2025
  • Institutions — 1 new · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Moderna, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 7
2019 Q1 · 22019 Q2 · 22019 Q3 · 22019 Q4 · 22020 Q1 · 22020 Q2 · 12020 Q3 · 22020 Q4 · 32021 Q1 · 32021 Q2 · 52021 Q3 · 72021 Q4 · 42022 Q1 · 42022 Q2 · 52022 Q3 · 62022 Q4 · 72023 Q1 · 62023 Q2 · 52023 Q3 · 32023 Q4 · 32024 Q1 · 22024 Q2 · 42024 Q3 · 32024 Q4 · 42025 Q1 · 22025 Q2 · 22025 Q3 · 32025 Q4 · 42026 Q1 · 42026 Q2 · 3
19 Q122 Q326 Q2

2019 Q1: 2 → 2026 Q2: 3 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Moderna, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Co1.16% of portfolio · held as of 2019 Q1 or earlier
  • Bridgewater Associatesunder 0.01% of portfolio · since 2025 Q3
  • Capital World Investors0.18% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Moderna. A developer of mRNA-based vaccines and treatments. After its COVID-19 vaccine, it is developing varied pipelines in flu, cancer, and more.

What is the Biotech & Health sector?

Pharma, biotech, and medical devices. Driven by trial-result events.

Moderna, Inc. is classified under the Biotech & Health sector. See peers below.

Moderna, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

-141.4%
-32.6%
0.09x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Moderna, Inc. vs Biotech & Health sector benchmark

Median of 35 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
-27.6%vs benchmark 8.4%↓ below
Operating margin
-562.1%vs benchmark 20.1%↓ below
Net margin
-141.4%vs benchmark 15.0%↓ below
ROE
-32.6%vs benchmark 14.3%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

MRNA segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Dec '24Dec '25
United States 62%Rest of world 36%Europe 3%

ETFs holding Moderna, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLVState Street(R) Health Care Select Sector SPDR(R) ETF
0.43%
RSPInvesco S&P 500 Equal Weight ETF
0.16%
SPY
0.04%
VOOVANGUARD 500 INDEX FUND
0.04%
IVViShares Core S&P 500 ETF
0.04%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.03%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.03%

MRNA on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Biotech & Health average
See full MRNA analysis →

Peers · Biotech & Health

MRNA FAQ

What is Moderna, Inc. (MRNA)?

Moderna. A developer of mRNA-based vaccines and treatments. After its COVID-19 vaccine, it is developing varied pipelines in flu, cancer, and more.

What sector is Moderna, Inc. in?

Moderna, Inc. is classified under Biotech & Health. Pharma, biotech, and medical devices. Driven by trial-result events.

What are Moderna, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) -27.6%, Operating margin -562.1%, Net margin -141.4%, ROE -32.6%, Debt-to-equity 0.09x. Definitions and interpretation are available on Stocklore.

Where can I analyze Moderna, Inc. (MRNA) stock?

On Stocklore you can see MRNA's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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