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 2024
Institutional positions in Alvotech as of Jun 30, 2024. 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
- 31
- +9 vs. Q1 2024
- Shares held
- 14.5M
- +243.5K (+1.7%) vs. Q1 2024
- Total value
- $174.0M
- +$1.57M (+0.9%) vs. Q1 2024
- New holders
- 11
- 5 more added
- Sold out
- 2
- 10 more reduced
Compare with Q1 2024: 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 | $127.9M |
| 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 | $172.4M |
| 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 2024
Shares, value and share of portfolio for each institution holding Alvotech; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,159,749 | $38.4M | 0.00% | +33,965+1.1% | Added |
| Bracebridge Capital, LLC | 2,705,304 | $32.9M | 16.53% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 2,532,027 | $30.8M | 0.53% | −367,174−12.7% | Reduced |
| Littlejohn & Co LLC | 1,318,534 | $16.0M | 8.19% | +100,000+8.2% | Added |
| Sculptor Capital LP | 945,098 | $11.2M | 0.23% | −1,001,064−51.4% | Reduced |
| Balyasny Asset Management LLC | 848,444 | $10.3M | 0.03% | +848,444 | New |
| PointState Capital LP | 730,072 | $8.88M | 0.25% | +730,072 | New |
| Lodbrok Capital LLP | 715,814 | $6.80M | 4.11% | −35,594−4.7% | Reduced |
| Legal & General Group Plc | 543,865 | $6.42M | 0.00% | +543,865 | New |
| Geode Capital Management, LLC | 188,235 | $2.29M | 0.00% | +55,239+41.5% | Added |
| Oaktree Fund Advisors, LLC | 118,744 | $1.44M | 1.36% | −17,307−12.7% | Reduced |
| Millennium Management LLC | 116,018 | $1.41M | 0.00% | +116,018 | New |
| Northern Trust Corp | 110,114 | $1.34M | 0.00% | −11,143−9.2% | Reduced |
| Exome Asset Management LLC | 99,000 | $1.20M | 1.07% | +99,000 | New |
| Royce & Associates LP | 94,000 | $1.14M | 0.01% | +94,000 | New |
| Morgan Stanley | 58,291 | $708.8K | 0.00% | −767,310−92.9% | Reduced |
| National Asset Management, Inc. | 50,000 | $608.0K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 38,992 | $474.1K | 0.00% | −211,131−84.4% | Reduced |
| TBH Global Asset Management, LLC | 33,500 | $407.4K | 0.09% | +33,500 | New |
| Mariner, LLC | 26,220 | $318.8K | 0.00% | −884−3.3% | Reduced |
| Bank of America Corp | 20,219 | $245.9K | 0.00% | +10,219+102.2% | Added |
| Richmond Brothers, Inc. | 13,966 | $169.8K | 0.34% | +13,966 | New |
| Cubist Systematic Strategies, LLC | 13,277 | $161.4K | 0.00% | −3,122−19.0% | Reduced |
| Goldman Sachs Group Inc | 11,656 | $141.7K | 0.00% | +11,656 | New |
| Amundi | 6,700 | $81.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,368 | $53.1K | 0.00% | +4,067+1,351.2% | Added |
| Quarry LP | 1,184 | $14.4K | 0.01% | +1,184 | New |
| Advisor Group Holdings, Inc. | 150 | $1.82K | 0.00% | +150 | New |
| Larson Financial Group LLC | 30 | $365 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2 | $24 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9 | $0 | 0.00% | −1,328−99.3% | Reduced |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −24,120−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |