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