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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 10 | $51 | 0.00% | +9+900.0% | Added |
| Allworth Financial LP | 150 | $770 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 151 | $775 | 0.00% | +95+169.6% | Added |
| Smartleaf Asset Management LLC | 162 | $818 | 0.00% | +162 | New |
| Royal Bank of Canada | 169 | $1.00K | 0.00% | −3,315−95.1% | Reduced |
| Larson Financial Group LLC | 313 | $1.61K | 0.00% | +125+66.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 585 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 600 | $3.08K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,030 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 932 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,206 | $6.19K | 0.00% | +173+16.7% | Added |
| Tower Research Capital LLC (TRC) | 3,345 | $17.2K | 0.00% | −2,831−45.8% | Reduced |
| Sculptor Capital LP | 33,821 | $19.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,571 | $23.4K | 0.00% | +4,571 | New |
| GF Fund Management Co. Ltd. | 6,150 | $31.6K | 0.00% | −584−8.7% | Reduced |
| BNP Paribas Arbitrage, SA | 6,751 | $34.6K | 0.00% | +2,900+75.3% | Added |
| Brinker Capital Investments, LLC | 12,040 | $61.8K | 0.00% | +770+6.8% | Added |
| ProShare Advisors LLC | 13,826 | $70.9K | 0.00% | +2,675+24.0% | Added |
| Richmond Brothers, Inc. | 13,966 | $71.6K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 14,369 | $73.7K | 0.00% | +8,350+138.7% | Added |
| Point72 Asset Management, L.P. | 14,840 | $76.1K | 0.00% | +14,840 | New |
| Mirae Asset Global Investments Co., Ltd. | 15,211 | $78.0K | 0.00% | +3,110+25.7% | Added |
| Barclays PLC | 15,459 | $79.3K | 0.00% | −5,745−27.1% | Reduced |
| Amundi | 19,416 | $99.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,995 | $107.7K | 0.00% | +20,995 | New |
| JPMorgan Chase & Co | 24,249 | $124.4K | 0.00% | −206−0.8% | Reduced |
| Renaissance Technologies LLC | 25,600 | $131.3K | 0.00% | −6,566−20.4% | Reduced |
| Steadtrust LLC | 35,395 | $181.6K | 0.11% | 00.0% | Unchanged |
| Bank of America Corp | 35,503 | $182.1K | 0.00% | +20,159+131.4% | Added |
| China Universal Asset Management Co., Ltd. | 51,006 | $261.7K | 0.02% | −3,862−7.0% | Reduced |
| Tempus Wealth Planning, LLC | 53,880 | $276.4K | 0.06% | +20,074+59.4% | Added |
| Ulland Investment Advisors, LLC | 72,500 | $372.0K | 0.30% | +61,250+544.4% | Added |
| Invesco Ltd. | 73,360 | $376.3K | 0.00% | +26,784+57.5% | Added |
| Oaktree Fund Advisors, LLC | 146,843 | $397.1K | 0.73% | +70,820+93.2% | Added |
| Jane Street Group, LLC | 92,314 | $473.6K | 0.00% | +92,314 | New |
| UBS Group AG | 136,060 | $698.0K | 0.00% | +109,322+408.9% | Added |
| Farallon Capital Management, L.L.C. | 199,675 | $1.02M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 254,921 | $1.31M | 0.00% | +24,667+10.7% | Added |
| Morgan Stanley | 255,224 | $1.31M | 0.00% | +80,153+45.8% | Added |
| Goldman Sachs Group Inc | 259,536 | $1.33M | 0.00% | +122,089+88.8% | Added |
| Millennium Management LLC | 357,176 | $1.83M | 0.00% | +337,417+1,707.7% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 533,656 | $2.02M | 0.03% | −1,030,020−65.9% | Reduced |
| Legal & General Group Plc | 581,586 | $2.92M | 0.00% | +54,718+10.4% | Added |
| PointState Capital LP | 1,049,039 | $5.38M | 0.09% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,176,034 | $6.03M | 0.00% | +369,925+45.9% | Added |
| Littlejohn & Co LLC | 1,318,534 | $6.76M | 3.53% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,434,153 | $7.36M | 0.00% | −19,557−1.3% | Reduced |
| Bracebridge Capital, LLC | 2,705,304 | $13.9M | 5.04% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,490,099 | $22.6M | 0.00% | +141,948+3.3% | 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 |