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, Q1 2025
Institutional positions in Alvotech as of Mar 31, 2025. 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
- 51
- +6 vs. Q4 2024
- Shares held
- 16.7M
- +1.28M (+8.3%) vs. Q4 2024
- Total value
- $159.2M
- −$40.4M (−20.2%) vs. Q4 2024
- New holders
- 7
- 20 more added
- Sold out
- 1
- 14 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Alvotech; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,192,461 | $40.3M | 0.00% | +995,538+31.1% | Added |
| Bracebridge Capital, LLC | 2,705,304 | $26.2M | 16.54% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 1,868,483 | $18.1M | 0.37% | −57,222−3.0% | Reduced |
| Price T Rowe Associates Inc | 1,401,421 | $13.6M | 0.00% | +1,401,421 | New |
| Littlejohn & Co LLC | 1,318,534 | $12.8M | 6.65% | 00.0% | Unchanged |
| PointState Capital LP | 1,174,339 | $11.4M | 0.25% | −67,040−5.4% | Reduced |
| Morgan Stanley | 1,012,388 | $9.79M | 0.00% | −469,680−31.7% | Reduced |
| BlackRock, Inc. | 843,337 | $8.16M | 0.00% | +4,103+0.5% | Added |
| Legal & General Group Plc | 562,411 | $5.37M | 0.00% | −13,778−2.4% | Reduced |
| Geode Capital Management, LLC | 228,717 | $2.21M | 0.00% | +11,130+5.1% | Added |
| Farallon Capital Management, L.L.C. | 199,675 | $1.93M | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 171,043 | $1.65M | 0.02% | +12,043+7.6% | Added |
| Northern Trust Corp | 108,454 | $1.05M | 0.00% | −1,787−1.6% | Reduced |
| Oaktree Fund Advisors, LLC | 105,116 | $1.02M | 1.48% | −11,178−9.6% | Reduced |
| Exome Asset Management LLC | 90,100 | $871.3K | 0.78% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 60,472 | $584.8K | 0.05% | +3,896+6.9% | Added |
| UBS Group AG | 47,583 | $460.1K | 0.00% | −12,451−20.7% | Reduced |
| Goldman Sachs Group Inc | 36,444 | $352.4K | 0.00% | +10,573+40.9% | Added |
| National Asset Management, Inc. | 35,395 | $342.3K | 0.01% | +25,000+240.5% | Added |
| TBH Global Asset Management, LLC | 30,500 | $294.9K | 0.06% | 00.0% | Unchanged |
| Millennium Management LLC | 28,873 | $279.2K | 0.00% | +9,570+49.6% | Added |
| Vident Advisory, LLC | 25,281 | $244.5K | 0.00% | +5,009+24.7% | Added |
| Tempus Wealth Planning, LLC | 24,680 | $238.7K | 0.07% | +1,213+5.2% | Added |
| Mariner, LLC | 23,705 | $229.2K | 0.00% | −366−1.5% | Reduced |
| Invesco Ltd. | 23,604 | $228.3K | 0.00% | +12,394+110.6% | Added |
| Barclays PLC | 22,667 | $219.2K | 0.00% | +6,807+42.9% | Added |
| JPMorgan Chase & Co | 21,032 | $203.4K | 0.00% | −476−2.2% | Reduced |
| SIH Partners, LLLP | 19,000 | $183.7K | 0.02% | +19,000 | New |
| Sculptor Capital LP | 40,811 | $178.8K | 0.00% | −565,359−93.3% | Reduced |
| Richmond Brothers, Inc. | 13,966 | $135.1K | 0.09% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,600 | $131.5K | 0.00% | +961+7.6% | Added |
| Amundi | 11,357 | $105.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 10,088 | $96.3K | 0.00% | +1,197+13.5% | Added |
| Wolverine Asset Management LLC | 9,286 | $89.8K | 0.00% | +1,838+24.7% | Added |
| Tower Research Capital LLC (TRC) | 8,327 | $80.5K | 0.00% | +7,366+766.5% | Added |
| GF Fund Management Co. Ltd. | 6,832 | $66.1K | 0.00% | +1,229+21.9% | Added |
| Lodbrok Capital LLP | 156,500 | $50.6K | 0.17% | −25,087−13.8% | Reduced |
| Bank of America Corp | 5,228 | $50.6K | 0.00% | −11,012−67.8% | Reduced |
| Citigroup Inc | 4,387 | $42.4K | 0.00% | +4,387 | New |
| BNP Paribas Arbitrage, SA | 3,875 | $37.5K | 0.00% | −1,086−21.9% | Reduced |
| Capital Analysts, LLC | 1,791 | $17.0K | 0.00% | +1,791 | New |
| EverSource Wealth Advisors, LLC | 1,706 | $16.5K | 0.00% | +316+22.7% | Added |
| Daiwa Securities Group Inc. | 1,030 | $10.0K | 0.00% | +149+16.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,027 | $9.93K | 0.00% | +1,027 | New |
| Ronald Blue Trust, Inc. | 811 | $7.84K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 615 | $6.00K | 0.00% | +495+412.5% | Added |
| Wells Fargo & Company | 400 | $3.87K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 205 | $1.98K | 0.00% | +205 | New |
| Coldstream Capital Management Inc | 56 | $542 | 0.00% | +56 | New |
| Larson Financial Group LLC | 30 | $290 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6 | $58 | 0.00% | −144−96.0% | Reduced |
| ADAR1 Capital Management, LLC | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |