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