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, Q3 2025
Institutional positions in Alvotech as of Sep 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
- 66
- +14 vs. Q2 2025
- Shares held
- 15.8M
- −1.25M (−7.3%) vs. Q2 2025
- Total value
- $127.9M
- −$26.5M (−17.2%) vs. Q2 2025
- New holders
- 20
- 19 more added
- Sold out
- 6
- 15 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Alvotech; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $8 | 0.00% | +1 | New |
| North Star Investment Management Corp. | 56 | $459 | 0.00% | +56 | New |
| Bare Financial Services, Inc | 62 | $508 | 0.00% | +62 | New |
| SWAN Capital LLC | 100 | $819 | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 134 | $1.10K | 0.00% | −340−71.7% | Reduced |
| Allworth Financial LP | 150 | $1.23K | 0.00% | +150 | New |
| Larson Financial Group LLC | 188 | $1.54K | 0.00% | +139+283.7% | Added |
| GAMMA Investing LLC | 225 | $1.84K | 0.00% | +225 | New |
| Farther Finance Advisors, LLC | 273 | $2.24K | 0.00% | +273 | New |
| Jones Financial Companies LLLP | 451 | $3.76K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 585 | $4.79K | 0.00% | −282−32.5% | Reduced |
| Lodbrok Capital LLP | 181,587 | $4.89K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 600 | $4.91K | 0.00% | +600 | New |
| Capital Analysts, LLC | 932 | $8.00K | 0.00% | −859−48.0% | Reduced |
| Daiwa Securities Group Inc. | 1,030 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,033 | $8.46K | 0.00% | +706+215.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,715 | $14.0K | 0.00% | +1,715 | New |
| Royal Bank of Canada | 3,484 | $29.0K | 0.00% | +2,911+508.0% | Added |
| BNP Paribas Arbitrage, SA | 3,851 | $31.5K | 0.00% | +148+4.0% | Added |
| Citigroup Inc | 6,019 | $49.3K | 0.00% | +934+18.4% | Added |
| Tower Research Capital LLC (TRC) | 6,176 | $50.6K | 0.00% | +4,263+222.8% | Added |
| Wells Fargo & Company | 6,400 | $52.4K | 0.00% | +6,000+1,500.0% | Added |
| State of Wyoming | 6,606 | $54.1K | 0.01% | +6,606 | New |
| GF Fund Management Co. Ltd. | 6,734 | $55.2K | 0.00% | −98−1.4% | Reduced |
| Sculptor Capital LP | 33,821 | $59.6K | 0.00% | −6,990−17.1% | Reduced |
| Magnetar Financial LLC | 10,462 | $85.7K | 0.00% | +10,462 | New |
| Mariner, LLC | 10,768 | $88.2K | 0.00% | −5,007−31.7% | Reduced |
| ProShare Advisors LLC | 11,151 | $91.3K | 0.00% | +11,151 | New |
| Ulland Investment Advisors, LLC | 11,250 | $92.0K | 0.07% | +11,250 | New |
| Brinker Capital Investments, LLC | 11,270 | $92.3K | 0.00% | +11,270 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,101 | $99.1K | 0.00% | +1,794+17.4% | Added |
| Richmond Brothers, Inc. | 13,966 | $114.4K | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 15,344 | $125.7K | 0.00% | −1,279−7.7% | Reduced |
| GWN Securities Inc. | 19,591 | $160.5K | 0.04% | +19,591 | New |
| Millennium Management LLC | 19,759 | $161.8K | 0.00% | −31,950−61.8% | Reduced |
| Amundi | 19,416 | $166.6K | 0.00% | +8,059+71.0% | Added |
| Barclays PLC | 21,204 | $173.7K | 0.00% | +180+0.9% | Added |
| Quadrature Capital Ltd | 22,729 | $185.9K | 0.00% | +22,729 | New |
| Wolverine Asset Management LLC | 23,065 | $188.9K | 0.00% | −963−4.0% | Reduced |
| JPMorgan Chase & Co | 24,455 | $200.3K | 0.00% | +5,697+30.4% | Added |
| UBS Group AG | 26,738 | $219.0K | 0.00% | −15,865−37.2% | Reduced |
| XTX Topco Ltd | 27,246 | $223.1K | 0.01% | +27,246 | New |
| Renaissance Technologies LLC | 32,166 | $263.4K | 0.00% | +32,166 | New |
| Tempus Wealth Planning, LLC | 33,806 | $276.9K | 0.06% | +2,154+6.8% | Added |
| Steadtrust LLC | 35,395 | $289.9K | 0.20% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 35,500 | $290.7K | 0.06% | 00.0% | Unchanged |
| LPL Financial LLC | 41,238 | $337.7K | 0.00% | +20,032+94.5% | Added |
| Citadel Advisors LLC | 42,202 | $345.6K | 0.00% | +42,202 | New |
| Invesco Ltd. | 46,576 | $381.5K | 0.00% | +14,178+43.8% | Added |
| China Universal Asset Management Co., Ltd. | 54,868 | $449.4K | 0.04% | +1,278+2.4% | Added |
| Oaktree Fund Advisors, LLC | 76,023 | $622.6K | 1.15% | 00.0% | Unchanged |
| Northern Trust Corp | 95,890 | $785.3K | 0.00% | −10,226−9.6% | Reduced |
| Royce & Associates LP | 124,346 | $1.02M | 0.01% | −148,728−54.5% | Reduced |
| Marshall Wace, LLP | 136,859 | $1.12M | 0.00% | +136,859 | New |
| Goldman Sachs Group Inc | 137,447 | $1.13M | 0.00% | +93,075+209.8% | Added |
| Morgan Stanley | 175,071 | $1.43M | 0.00% | −182,224−51.0% | Reduced |
| Farallon Capital Management, L.L.C. | 199,675 | $1.64M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 230,254 | $1.89M | 0.00% | −370.0% | Reduced |
| Legal & General Group Plc | 526,868 | $4.33M | 0.00% | −130,874−19.9% | Reduced |
| BlackRock, Inc. | 806,109 | $6.60M | 0.00% | +2640.0% | Added |
| PointState Capital LP | 1,049,039 | $8.59M | 0.15% | 00.0% | Unchanged |
| Littlejohn & Co LLC | 1,318,534 | $10.8M | 5.45% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,453,710 | $11.9M | 0.00% | +63,799+4.6% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 1,563,676 | $12.8M | 0.21% | 00.0% | Unchanged |
| Bracebridge Capital, LLC | 2,705,304 | $22.2M | 9.24% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,348,151 | $35.5M | 0.00% | +114,255+2.7% | Added |
| Heights Capital Management, Inc | 0 | $0 | 0.00% | −1,090,664−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −195,345−100.0% | Sold out |
| Exome Asset Management LLC | 0 | $0 | 0.00% | −78,372−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,134−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −10,762−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |