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