Alvotech
ALVO- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001898416
No open-market purchases or sales by Alvotech insiders were filed in the last 90 days; 72 institutions reported holding it in 13F filings for Q2 2026, worth $157.4M in total; Oaktree Capital is the only superinvestor holding it.
Other share classesALVOW
13F holders, Q2 2026
Institutional positions in Alvotech 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
- 72
- +15 vs. Q1 2026
- Shares held
- 42.5M
- +25.5M (+150.3%) vs. Q1 2026
- Total value
- $157.4M
- +$100.1M (+174.7%) vs. Q1 2026
- New holders
- 22
- 21 more added
- Sold out
- 7
- 19 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ALVO 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 | 72 | $157.4M |
| Q1 2026 | 57 | $57.3M |
| Q4 2025 | 49 | $78.1M |
| Q3 2025 | 66 | $128.1M |
| Q2 2025 | 53 | $156.0M |
| Q1 2025 | 51 | $159.2M |
| Q4 2024 | 45 | $199.6M |
| Q3 2024 | 32 | $178.2M |
| Q2 2024 | 31 | $174.0M |
| Q1 2024 | 22 | $192.6M |
| Q4 2023 | 18 | $196.8M |
| Q3 2023 | 19 | $159.7M |
| Q2 2023 | 17 | $133.5M |
| Q1 2023 | 17 | $244.6M |
| Q4 2022 | 11 | $184.7M |
| Q3 2022 | 14 | $140.6M |
| Q2 2022 | 17 | $157.8M |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Alvotech; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rubric Capital Management LP | 15,677,093 | $57.8M | 0.53% | +15,677,093 | New |
| Millennium Management LLC | 4,263,644 | $15.7M | 0.01% | +2,141,048+100.9% | Added |
| Bracebridge Capital, LLC | 4,038,637 | $14.9M | 3.22% | +1,333,333+49.3% | Added |
| Vanguard Capital Management LLC | 3,689,612 | $14.0M | 0.00% | +279,165+8.2% | Added |
| Farallon Capital Management, L.L.C. | 2,859,675 | $10.6M | 0.06% | +2,660,000+1,332.2% | Added |
| Citadel Advisors LLC | 1,728,002 | $6.38M | 0.00% | +1,728,002 | New |
| Price T Rowe Associates Inc | 1,418,392 | $5.23M | 0.00% | +21,285+1.5% | Added |
| BlackRock, Inc. | 1,327,282 | $4.90M | 0.00% | +82,087+6.6% | Added |
| Littlejohn & Co LLC | 1,318,534 | $4.87M | 6.19% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 998,597 | $3.78M | 0.00% | +24,369+2.5% | Added |
| Legal & General Group Plc | 696,048 | $2.65M | 0.00% | +191,588+38.0% | Added |
| Morgan Stanley | 670,041 | $2.47M | 0.00% | +426,764+175.4% | Added |
| Royce & Associates LP | 558,144 | $2.06M | 0.02% | +558,144 | New |
| JPMorgan Chase & Co | 529,689 | $1.97M | 0.00% | +25,488+5.1% | Added |
| Sona Asset Management (US) LLC | 360,000 | $1.33M | 0.05% | +360,000 | New |
| Geode Capital Management, LLC | 297,261 | $1.10M | 0.00% | −26,938−8.3% | Reduced |
| UBS Group AG | 253,482 | $935.3K | 0.00% | −68,675−21.3% | Reduced |
| Hudson Bay Capital Management LP | 238,107 | $878.6K | 0.00% | +238,107 | New |
| Vanguard Asset Management, Ltd | 151,935 | $575.1K | 0.00% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 125,000 | $461.3K | 0.01% | +125,000 | New |
| Ulland Investment Advisors, LLC | 109,500 | $404.0K | 0.30% | +11,400+11.6% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 97,982 | $361.6K | 0.01% | −142,056−59.2% | Reduced |
| Invesco Ltd. | 90,477 | $333.9K | 0.00% | +12,030+15.3% | Added |
| Savant Capital, LLC | 83,732 | $309.0K | 0.00% | +5,914+7.6% | Added |
| Stifel Financial Corp | 78,951 | $291.3K | 0.00% | +36,375+85.4% | Added |
| Goldman Sachs Group Inc | 77,172 | $284.8K | 0.00% | −70,981−47.9% | Reduced |
| Oaktree Fund Advisors, LLC | 76,023 | $280.5K | 0.49% | −141,640−65.1% | Reduced |
| Marshall Wace, LLP | 71,788 | $264.9K | 0.00% | +71,788 | New |
| Quadrature Capital Ltd | 66,599 | $245.8K | 0.00% | +50,187+305.8% | Added |
| Bank of America Corp | 49,700 | $183.4K | 0.00% | +49,700 | New |
| China Universal Asset Management Co., Ltd. | 49,663 | $183.3K | 0.01% | −8,949−15.3% | Reduced |
| Richmond Brothers, Inc. | 44,830 | $165.4K | 0.09% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 44,465 | $164.1K | 0.00% | +44,465 | New |
| HRT Financial LP | 38,859 | $143.0K | 0.00% | +38,859 | New |
| Jane Street Group, LLC | 37,953 | $140.0K | 0.00% | +37,953 | New |
| Steadtrust LLC | 35,395 | $130.6K | 0.07% | 00.0% | Unchanged |
| Axq Capital, LP | 24,806 | $91.5K | 0.01% | −114−0.5% | Reduced |
| Barclays PLC | 24,357 | $89.9K | 0.00% | +525+2.2% | Added |
| Centiva Capital, LP | 21,724 | $80.2K | 0.00% | +21,724 | New |
| Brinker Capital Investments, LLC | 21,468 | $79.2K | 0.00% | −38,683−64.3% | Reduced |
| Teucrium Investment Advisors, LLC | 17,271 | $63.7K | 0.06% | −574−3.2% | Reduced |
| Commonwealth Equity Services, LLC | 15,300 | $56.5K | 0.00% | −1,976−11.4% | Reduced |
| Prelude Capital Management, LLC | 14,127 | $52.1K | 0.00% | +14,127 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,956 | $51.5K | 0.00% | −3,271−19.0% | Reduced |
| JustInvest LLC | 13,012 | $48.0K | 0.00% | +13,012 | New |
| Charles Schwab Investment Management Inc | 11,685 | $43.1K | 0.00% | +11,685 | New |
| XTX Topco Ltd | 11,365 | $41.9K | 0.00% | +11,365 | New |
| Ascent Group, LLC | 10,445 | $38.5K | 0.00% | +10,445 | New |
| ProShare Advisors LLC | 10,233 | $37.8K | 0.00% | −4,543−30.7% | Reduced |
| Citigroup Inc | 7,339 | $27.1K | 0.00% | −1,891−20.5% | Reduced |
| US Bancorp | 7,281 | $26.9K | 0.00% | +7,281 | New |
| BNP Paribas Arbitrage, SA | 7,167 | $26.4K | 0.00% | +186+2.7% | Added |
| GF Fund Management Co. Ltd. | 6,988 | $25.8K | 0.00% | −16−0.2% | Reduced |
| Larson Financial Group LLC | 5,187 | $19.1K | 0.00% | −1,620−23.8% | Reduced |
| Wells Fargo & Company | 5,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,529 | $16.7K | 0.00% | +1,159+34.4% | Added |
| Tower Research Capital LLC (TRC) | 3,612 | $13.3K | 0.00% | −1,676−31.7% | Reduced |
| Sculptor Capital LP | 33,821 | $5.24K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,420 | $5.24K | 0.00% | −1,620−53.3% | Reduced |
| Capital Analysts, LLC | 932 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 645 | $2.38K | 0.00% | −173−21.1% | Reduced |
| Stone House Investment Management, LLC | 559 | $2.06K | 0.00% | +465+494.7% | Added |
| Bare Financial Services, Inc | 280 | $1.03K | 0.00% | +280 | New |
| Royal Bank of Canada | 173 | $1.00K | 0.00% | +13+8.1% | Added |
| Silver Grove Financial Group, Inc. | 255 | $941 | 0.00% | +255 | New |
| EverSource Wealth Advisors, LLC | 206 | $760 | 0.00% | −34−14.2% | Reduced |
| Ameritas Advisory Services, LLC | 191 | $705 | 0.00% | +191 | New |
| National Bank of Canada | 156 | $573 | 0.00% | +121+345.7% | Added |
| Smartleaf Asset Management LLC | 140 | $521 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20 | $74 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14 | $52 | 0.00% | +14 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11 | $41 | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −69,821−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −63,200−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −46,442−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −44,213−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −32,159−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |