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, Q4 2024
Institutional positions in Alvotech as of Dec 31, 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
- 45
- +13 vs. Q3 2024
- Shares held
- 15.4M
- +218.5K (+1.4%) vs. Q3 2024
- Total value
- $199.6M
- +$21.4M (+12.0%) vs. Q3 2024
- New holders
- 18
- 10 more added
- Sold out
- 5
- 7 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Alvotech; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,196,923 | $40.9M | 0.00% | +23,799+0.8% | Added |
| Bracebridge Capital, LLC | 2,705,304 | $35.8M | 3.54% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 1,925,705 | $25.5M | 0.48% | −606,322−23.9% | Reduced |
| Morgan Stanley | 1,482,068 | $19.6M | 0.00% | −257,272−14.8% | Reduced |
| Littlejohn & Co LLC | 1,318,534 | $17.4M | 8.88% | 00.0% | Unchanged |
| PointState Capital LP | 1,241,379 | $16.4M | 0.37% | +484,826+64.1% | Added |
| BlackRock, Inc. | 839,234 | $11.1M | 0.00% | +839,234 | New |
| Sculptor Capital LP | 606,170 | $7.73M | 0.12% | −338,928−35.9% | Reduced |
| Legal & General Group Plc | 576,189 | $7.35M | 0.00% | +36,594+6.8% | Added |
| Geode Capital Management, LLC | 217,587 | $2.88M | 0.00% | +8,330+4.0% | Added |
| Farallon Capital Management, L.L.C. | 199,675 | $2.64M | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 159,000 | $2.10M | 0.02% | +28,000+21.4% | Added |
| Oaktree Fund Advisors, LLC | 116,294 | $1.54M | 2.58% | −2,450−2.1% | Reduced |
| Northern Trust Corp | 110,241 | $1.46M | 0.00% | +392+0.4% | Added |
| Exome Asset Management LLC | 90,100 | $1.19M | 0.90% | 00.0% | Unchanged |
| UBS Group AG | 60,034 | $794.3K | 0.00% | +59,066+6,101.9% | Added |
| China Universal Asset Management Co., Ltd. | 56,576 | $748.5K | 0.07% | +56,576 | New |
| TBH Global Asset Management, LLC | 30,500 | $403.5K | 0.10% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 25,871 | $342.3K | 0.00% | +25,871 | New |
| Lodbrok Capital LLP | 181,587 | $335.2K | 1.04% | 00.0% | Unchanged |
| Mariner, LLC | 24,071 | $318.5K | 0.00% | −1,036−4.1% | Reduced |
| Tempus Wealth Planning, LLC | 23,467 | $310.5K | 0.09% | +23,467 | New |
| JPMorgan Chase & Co | 21,508 | $284.6K | 0.00% | +19,799+1,158.5% | Added |
| ADAR1 Capital Management, LLC | 20,600 | $272.5K | 0.06% | +20,600 | New |
| Vident Advisory, LLC | 20,272 | $268.2K | 0.00% | +20,272 | New |
| Millennium Management LLC | 19,303 | $255.4K | 0.00% | −107,172−84.7% | Reduced |
| Bank of America Corp | 16,240 | $214.9K | 0.00% | +2,677+19.7% | Added |
| Barclays PLC | 15,860 | $209.8K | 0.00% | +15,860 | New |
| Richmond Brothers, Inc. | 13,966 | $184.8K | 0.12% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,639 | $167.2K | 0.00% | +12,639 | New |
| Amundi | 11,357 | $150.5K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 11,210 | $148.3K | 0.00% | +11,210 | New |
| National Asset Management, Inc. | 10,395 | $137.5K | 0.00% | −39,605−79.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,891 | $112.6K | 0.00% | +8,891 | New |
| Wolverine Asset Management LLC | 7,448 | $98.5K | 0.00% | +1,607+27.5% | Added |
| GF Fund Management Co. Ltd. | 5,603 | $74.1K | 0.00% | +5,603 | New |
| BNP Paribas Arbitrage, SA | 4,961 | $65.6K | 0.00% | +4,961 | New |
| EverSource Wealth Advisors, LLC | 1,390 | $18.4K | 0.00% | +1,390 | New |
| Tower Research Capital LLC (TRC) | 961 | $12.7K | 0.00% | +961 | New |
| Daiwa Securities Group Inc. | 881 | $12.0K | 0.00% | +881 | New |
| Ronald Blue Trust, Inc. | 811 | $10.7K | 0.00% | +811 | New |
| Wells Fargo & Company | 400 | $5.29K | 0.00% | +400 | New |
| Royal Bank of Canada | 120 | $2.00K | 0.00% | +120 | New |
| Advisor Group Holdings, Inc. | 150 | $1.99K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $397 | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −34,111−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −33,213−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,249−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,273−100.0% | Sold out |
| FreeGulliver LLC | 0 | $0 | 0.00% | −43,681−100.0% | Sold out |