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 2025
Institutional positions in Alvotech as of Jun 30, 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
- 53
- +2 vs. Q1 2025
- Shares held
- 17.3M
- +589.4K (+3.5%) vs. Q1 2025
- Total value
- $156.0M
- −$3.25M (−2.0%) vs. Q1 2025
- New holders
- 7
- 17 more added
- Sold out
- 5
- 19 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Alvotech; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,233,896 | $39.0M | 0.00% | +41,435+1.0% | Added |
| Bracebridge Capital, LLC | 2,705,304 | $24.7M | 13.13% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 1,563,676 | $14.3M | 0.28% | −304,807−16.3% | Reduced |
| Price T Rowe Associates Inc | 1,389,911 | $12.7M | 0.00% | −11,510−0.8% | Reduced |
| Littlejohn & Co LLC | 1,318,534 | $12.0M | 5.72% | 00.0% | Unchanged |
| Heights Capital Management, Inc | 1,090,664 | $9.95M | 3.11% | +1,090,664 | New |
| PointState Capital LP | 1,049,039 | $9.57M | 0.20% | −125,300−10.7% | Reduced |
| BlackRock, Inc. | 805,845 | $7.35M | 0.00% | −37,492−4.4% | Reduced |
| Legal & General Group Plc | 657,742 | $6.03M | 0.00% | +95,331+17.0% | Added |
| Morgan Stanley | 357,295 | $3.26M | 0.00% | −655,093−64.7% | Reduced |
| Royce & Associates LP | 273,074 | $2.49M | 0.03% | +102,031+59.7% | Added |
| Geode Capital Management, LLC | 230,291 | $2.10M | 0.00% | +1,574+0.7% | Added |
| Farallon Capital Management, L.L.C. | 199,675 | $1.82M | 0.01% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 195,345 | $1.78M | 0.02% | +195,345 | New |
| Norges Bank | 180,000 | $1.66M | 0.00% | +180,000 | New |
| Northern Trust Corp | 106,116 | $967.8K | 0.00% | −2,338−2.2% | Reduced |
| Exome Asset Management LLC | 78,372 | $714.8K | 0.59% | −11,728−13.0% | Reduced |
| Oaktree Fund Advisors, LLC | 76,023 | $693.3K | 1.20% | −29,093−27.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 53,590 | $488.7K | 0.05% | −6,882−11.4% | Reduced |
| Millennium Management LLC | 51,709 | $471.6K | 0.00% | +22,836+79.1% | Added |
| Goldman Sachs Group Inc | 44,372 | $404.7K | 0.00% | +7,928+21.8% | Added |
| UBS Group AG | 42,603 | $388.5K | 0.00% | −4,980−10.5% | Reduced |
| TBH Global Asset Management, LLC | 35,500 | $323.8K | 0.07% | +5,000+16.4% | Added |
| Steadtrust LLC | 35,395 | $322.8K | 0.25% | +35,395 | New |
| Invesco Ltd. | 32,398 | $295.5K | 0.00% | +8,794+37.3% | Added |
| Tempus Wealth Planning, LLC | 31,652 | $288.7K | 0.07% | +6,972+28.2% | Added |
| Wolverine Asset Management LLC | 24,028 | $219.1K | 0.00% | +14,742+158.8% | Added |
| LPL Financial LLC | 21,206 | $193.4K | 0.00% | +21,206 | New |
| Barclays PLC | 21,024 | $191.7K | 0.00% | −1,643−7.2% | Reduced |
| JPMorgan Chase & Co | 18,758 | $171.1K | 0.00% | −2,274−10.8% | Reduced |
| Sculptor Capital LP | 40,811 | $168.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 16,623 | $151.6K | 0.00% | +11,395+218.0% | Added |
| Mariner, LLC | 15,775 | $143.9K | 0.00% | −7,930−33.5% | Reduced |
| Balyasny Asset Management LLC | 14,134 | $128.9K | 0.00% | +14,134 | New |
| Richmond Brothers, Inc. | 13,966 | $127.4K | 0.08% | 00.0% | Unchanged |
| Amundi | 11,357 | $101.4K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 10,762 | $98.1K | 0.00% | −14,519−57.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,307 | $94.0K | 0.00% | +219+2.2% | Added |
| GF Fund Management Co. Ltd. | 6,832 | $62.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,085 | $46.4K | 0.00% | +698+15.9% | Added |
| BNP Paribas Arbitrage, SA | 3,703 | $33.8K | 0.00% | −172−4.4% | Reduced |
| Lodbrok Capital LLP | 181,587 | $26.9K | 0.08% | +25,087+16.0% | Added |
| Tower Research Capital LLC (TRC) | 1,913 | $17.4K | 0.00% | −6,414−77.0% | Reduced |
| Capital Analysts, LLC | 1,791 | $16.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,030 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 867 | $7.91K | 0.00% | −160−15.6% | Reduced |
| Royal Bank of Canada | 573 | $5.00K | 0.00% | −42−6.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 507 | $4.62K | 0.00% | +302+147.3% | Added |
| EverSource Wealth Advisors, LLC | 474 | $4.32K | 0.00% | −1,232−72.2% | Reduced |
| Jones Financial Companies LLLP | 451 | $4.12K | 0.00% | +451 | New |
| Wells Fargo & Company | 400 | $3.65K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 327 | $2.98K | 0.00% | +321+5,350.0% | Added |
| Larson Financial Group LLC | 49 | $447 | 0.00% | +19+63.3% | Added |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −35,395−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −56−100.0% | Sold out |