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, Q1 2026
Institutional positions in Alvotech as of Mar 31, 2026. 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
- 57
- +9 vs. Q4 2025
- Shares held
- 17.0M
- +5.93M (+53.5%) vs. Q4 2025
- Total value
- $57.3M
- +$1.79M (+3.2%) vs. Q4 2025
- New holders
- 16
- 24 more added
- Sold out
- 7
- 10 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Alvotech; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 3,410,447 | $11.8M | 0.00% | +3,410,447 | New |
| Bracebridge Capital, LLC | 2,705,304 | $9.28M | 1.67% | 00.0% | Unchanged |
| Millennium Management LLC | 2,122,596 | $7.28M | 0.01% | +1,765,420+494.3% | Added |
| Price T Rowe Associates Inc | 1,397,107 | $4.79M | 0.00% | −37,046−2.6% | Reduced |
| Littlejohn & Co LLC | 1,318,534 | $4.52M | 4.29% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,245,195 | $4.27M | 0.00% | +69,161+5.9% | Added |
| Vanguard Fiduciary Trust Co | 974,228 | $3.38M | 0.00% | +974,228 | New |
| Legal & General Group Plc | 504,460 | $1.71M | 0.00% | −77,126−13.3% | Reduced |
| JPMorgan Chase & Co | 504,201 | $1.66M | 0.00% | +479,952+1,979.3% | Added |
| Geode Capital Management, LLC | 324,199 | $1.11M | 0.00% | +69,278+27.2% | Added |
| UBS Group AG | 322,157 | $1.10M | 0.00% | +186,097+136.8% | Added |
| Morgan Stanley | 243,277 | $834.4K | 0.00% | −11,947−4.7% | Reduced |
| Farallon Capital Management, L.L.C. | 199,675 | $684.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 151,935 | $527.2K | 0.00% | +151,935 | New |
| Goldman Sachs Group Inc | 148,153 | $508.2K | 0.00% | −111,383−42.9% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 240,038 | $338.9K | 0.01% | −293,618−55.0% | Reduced |
| Ulland Investment Advisors, LLC | 98,100 | $336.0K | 0.29% | +25,600+35.3% | Added |
| Invesco Ltd. | 78,447 | $269.1K | 0.00% | +5,087+6.9% | Added |
| Savant Capital, LLC | 77,818 | $266.9K | 0.00% | +77,818 | New |
| Oaktree Fund Advisors, LLC | 217,663 | $263.6K | 0.46% | +70,820+48.2% | Added |
| Aquatic Capital Management LLC | 69,821 | $239.5K | 0.01% | +65,250+1,427.5% | Added |
| Renaissance Technologies LLC | 63,200 | $216.8K | 0.00% | +37,600+146.9% | Added |
| Brinker Capital Investments, LLC | 60,151 | $206.3K | 0.00% | +48,111+399.6% | Added |
| China Universal Asset Management Co., Ltd. | 58,612 | $201.0K | 0.02% | +7,606+14.9% | Added |
| Jump Financial, LLC | 46,442 | $159.3K | 0.00% | +46,442 | New |
| Richmond Brothers, Inc. | 44,830 | $153.8K | 0.10% | +30,864+221.0% | Added |
| Tempus Wealth Planning, LLC | 44,213 | $151.7K | 0.03% | −9,667−17.9% | Reduced |
| Stifel Financial Corp | 42,576 | $146.0K | 0.00% | +21,581+102.8% | Added |
| Steadtrust LLC | 35,395 | $121.4K | 0.07% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 32,159 | $110.3K | 0.00% | +32,159 | New |
| Axq Capital, LP | 24,920 | $85.5K | 0.01% | +24,920 | New |
| Barclays PLC | 23,832 | $81.7K | 0.00% | +8,373+54.2% | Added |
| Teucrium Investment Advisors, LLC | 17,845 | $61.2K | 0.05% | +17,845 | New |
| Commonwealth Equity Services, LLC | 17,276 | $59.3K | 0.00% | +17,276 | New |
| Mirae Asset Global Investments Co., Ltd. | 17,227 | $59.1K | 0.00% | +2,016+13.3% | Added |
| Quadrature Capital Ltd | 16,412 | $56.3K | 0.00% | +16,412 | New |
| ProShare Advisors LLC | 14,776 | $50.7K | 0.00% | +950+6.9% | Added |
| Citigroup Inc | 9,230 | $31.7K | 0.00% | −5,139−35.8% | Reduced |
| GF Fund Management Co. Ltd. | 7,004 | $24.0K | 0.00% | +854+13.9% | Added |
| BNP Paribas Arbitrage, SA | 6,981 | $23.9K | 0.00% | +230+3.4% | Added |
| Larson Financial Group LLC | 6,807 | $23.3K | 0.00% | +6,494+2,074.8% | Added |
| Tower Research Capital LLC (TRC) | 5,288 | $18.1K | 0.00% | +1,943+58.1% | Added |
| Wells Fargo & Company | 5,000 | $17.1K | 0.00% | +5,000 | New |
| Jones Financial Companies LLLP | 3,370 | $10.5K | 0.00% | +3,370 | New |
| Advisor Group Holdings, Inc. | 3,040 | $10.4K | 0.00% | +1,834+152.1% | Added |
| Wolverine Asset Management LLC | 1,284 | $4.40K | 0.00% | +1,284 | New |
| Capital Analysts, LLC | 932 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 818 | $2.81K | 0.00% | +667+441.7% | Added |
| Sculptor Capital LP | 33,821 | $2.56K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 600 | $2.06K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 160 | $1.00K | 0.00% | −9−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 240 | $824 | 0.00% | +240 | New |
| Smartleaf Asset Management LLC | 140 | $461 | 0.00% | −22−13.6% | Reduced |
| Stone House Investment Management, LLC | 94 | $322 | 0.00% | +94 | New |
| National Bank of Canada | 35 | $120 | 0.00% | +35 | New |
| SBI Securities Co., Ltd. | 20 | $69 | 0.00% | +10+100.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11 | $38 | 0.00% | −574−98.1% | Reduced |
| PointState Capital LP | 0 | $0 | 0.00% | −1,049,039−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −92,314−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −35,503−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −19,416−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −14,840−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |