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, Q4 2025
Institutional positions in Alvotech as of Dec 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
- 49
- −16 vs. Q3 2025
- Shares held
- 15.6M
- −88.1K (−0.6%) vs. Q3 2025
- Total value
- $78.1M
- −$49.8M (−38.9%) vs. Q3 2025
- New holders
- 5
- 22 more added
- Sold out
- 21
- 9 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Alvotech; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,490,099 | $22.6M | 0.00% | +141,948+3.3% | Added |
| Bracebridge Capital, LLC | 2,705,304 | $13.9M | 5.04% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,434,153 | $7.36M | 0.00% | −19,557−1.3% | Reduced |
| Littlejohn & Co LLC | 1,318,534 | $6.76M | 3.53% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,176,034 | $6.03M | 0.00% | +369,925+45.9% | Added |
| PointState Capital LP | 1,049,039 | $5.38M | 0.09% | 00.0% | Unchanged |
| Legal & General Group Plc | 581,586 | $2.92M | 0.00% | +54,718+10.4% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 533,656 | $2.02M | 0.03% | −1,030,020−65.9% | Reduced |
| Millennium Management LLC | 357,176 | $1.83M | 0.00% | +337,417+1,707.7% | Added |
| Goldman Sachs Group Inc | 259,536 | $1.33M | 0.00% | +122,089+88.8% | Added |
| Morgan Stanley | 255,224 | $1.31M | 0.00% | +80,153+45.8% | Added |
| Geode Capital Management, LLC | 254,921 | $1.31M | 0.00% | +24,667+10.7% | Added |
| Farallon Capital Management, L.L.C. | 199,675 | $1.02M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 136,060 | $698.0K | 0.00% | +109,322+408.9% | Added |
| Jane Street Group, LLC | 92,314 | $473.6K | 0.00% | +92,314 | New |
| Oaktree Fund Advisors, LLC | 146,843 | $397.1K | 0.73% | +70,820+93.2% | Added |
| Invesco Ltd. | 73,360 | $376.3K | 0.00% | +26,784+57.5% | Added |
| Ulland Investment Advisors, LLC | 72,500 | $372.0K | 0.30% | +61,250+544.4% | Added |
| Tempus Wealth Planning, LLC | 53,880 | $276.4K | 0.06% | +20,074+59.4% | Added |
| China Universal Asset Management Co., Ltd. | 51,006 | $261.7K | 0.02% | −3,862−7.0% | Reduced |
| Bank of America Corp | 35,503 | $182.1K | 0.00% | +20,159+131.4% | Added |
| Steadtrust LLC | 35,395 | $181.6K | 0.11% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 25,600 | $131.3K | 0.00% | −6,566−20.4% | Reduced |
| JPMorgan Chase & Co | 24,249 | $124.4K | 0.00% | −206−0.8% | Reduced |
| Stifel Financial Corp | 20,995 | $107.7K | 0.00% | +20,995 | New |
| Amundi | 19,416 | $99.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 15,459 | $79.3K | 0.00% | −5,745−27.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,211 | $78.0K | 0.00% | +3,110+25.7% | Added |
| Point72 Asset Management, L.P. | 14,840 | $76.1K | 0.00% | +14,840 | New |
| Citigroup Inc | 14,369 | $73.7K | 0.00% | +8,350+138.7% | Added |
| Richmond Brothers, Inc. | 13,966 | $71.6K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,826 | $70.9K | 0.00% | +2,675+24.0% | Added |
| Brinker Capital Investments, LLC | 12,040 | $61.8K | 0.00% | +770+6.8% | Added |
| BNP Paribas Arbitrage, SA | 6,751 | $34.6K | 0.00% | +2,900+75.3% | Added |
| GF Fund Management Co. Ltd. | 6,150 | $31.6K | 0.00% | −584−8.7% | Reduced |
| Aquatic Capital Management LLC | 4,571 | $23.4K | 0.00% | +4,571 | New |
| Sculptor Capital LP | 33,821 | $19.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,345 | $17.2K | 0.00% | −2,831−45.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,206 | $6.19K | 0.00% | +173+16.7% | Added |
| Daiwa Securities Group Inc. | 1,030 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 932 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 600 | $3.08K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 585 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 313 | $1.61K | 0.00% | +125+66.5% | Added |
| Royal Bank of Canada | 169 | $1.00K | 0.00% | −3,315−95.1% | Reduced |
| Smartleaf Asset Management LLC | 162 | $818 | 0.00% | +162 | New |
| North Star Investment Management Corp. | 151 | $775 | 0.00% | +95+169.6% | Added |
| Allworth Financial LP | 150 | $770 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $51 | 0.00% | +9+900.0% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −136,859−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −124,346−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −95,890−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −42,202−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −41,238−100.0% | Sold out |
| TBH Global Asset Management, LLC | 0 | $0 | 0.00% | −35,500−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −27,246−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −23,065−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −22,729−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −19,591−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,768−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,462−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −6,606−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Lodbrok Capital LLP | – | – | – | – | Not filed |