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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11 | $38 | 0.00% | −574−98.1% | Reduced |
| SBI Securities Co., Ltd. | 20 | $69 | 0.00% | +10+100.0% | Added |
| National Bank of Canada | 35 | $120 | 0.00% | +35 | New |
| Stone House Investment Management, LLC | 94 | $322 | 0.00% | +94 | New |
| Smartleaf Asset Management LLC | 140 | $461 | 0.00% | −22−13.6% | Reduced |
| EverSource Wealth Advisors, LLC | 240 | $824 | 0.00% | +240 | New |
| Royal Bank of Canada | 160 | $1.00K | 0.00% | −9−5.3% | Reduced |
| Rialto Wealth Management, LLC | 600 | $2.06K | 0.00% | 00.0% | Unchanged |
| Sculptor Capital LP | 33,821 | $2.56K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 818 | $2.81K | 0.00% | +667+441.7% | Added |
| Capital Analysts, LLC | 932 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,284 | $4.40K | 0.00% | +1,284 | New |
| Advisor Group Holdings, Inc. | 3,040 | $10.4K | 0.00% | +1,834+152.1% | Added |
| Jones Financial Companies LLLP | 3,370 | $10.5K | 0.00% | +3,370 | New |
| Wells Fargo & Company | 5,000 | $17.1K | 0.00% | +5,000 | New |
| Tower Research Capital LLC (TRC) | 5,288 | $18.1K | 0.00% | +1,943+58.1% | Added |
| Larson Financial Group LLC | 6,807 | $23.3K | 0.00% | +6,494+2,074.8% | Added |
| BNP Paribas Arbitrage, SA | 6,981 | $23.9K | 0.00% | +230+3.4% | Added |
| GF Fund Management Co. Ltd. | 7,004 | $24.0K | 0.00% | +854+13.9% | Added |
| Citigroup Inc | 9,230 | $31.7K | 0.00% | −5,139−35.8% | Reduced |
| ProShare Advisors LLC | 14,776 | $50.7K | 0.00% | +950+6.9% | Added |
| Quadrature Capital Ltd | 16,412 | $56.3K | 0.00% | +16,412 | New |
| Mirae Asset Global Investments Co., Ltd. | 17,227 | $59.1K | 0.00% | +2,016+13.3% | Added |
| Commonwealth Equity Services, LLC | 17,276 | $59.3K | 0.00% | +17,276 | New |
| Teucrium Investment Advisors, LLC | 17,845 | $61.2K | 0.05% | +17,845 | New |
| Barclays PLC | 23,832 | $81.7K | 0.00% | +8,373+54.2% | Added |
| Axq Capital, LP | 24,920 | $85.5K | 0.01% | +24,920 | New |
| ExodusPoint Capital Management, LP | 32,159 | $110.3K | 0.00% | +32,159 | New |
| Steadtrust LLC | 35,395 | $121.4K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 42,576 | $146.0K | 0.00% | +21,581+102.8% | Added |
| Tempus Wealth Planning, LLC | 44,213 | $151.7K | 0.03% | −9,667−17.9% | Reduced |
| Richmond Brothers, Inc. | 44,830 | $153.8K | 0.10% | +30,864+221.0% | Added |
| Jump Financial, LLC | 46,442 | $159.3K | 0.00% | +46,442 | New |
| China Universal Asset Management Co., Ltd. | 58,612 | $201.0K | 0.02% | +7,606+14.9% | Added |
| Brinker Capital Investments, LLC | 60,151 | $206.3K | 0.00% | +48,111+399.6% | Added |
| Renaissance Technologies LLC | 63,200 | $216.8K | 0.00% | +37,600+146.9% | Added |
| Aquatic Capital Management LLC | 69,821 | $239.5K | 0.01% | +65,250+1,427.5% | Added |
| Oaktree Fund Advisors, LLC | 217,663 | $263.6K | 0.46% | +70,820+48.2% | Added |
| Savant Capital, LLC | 77,818 | $266.9K | 0.00% | +77,818 | New |
| Invesco Ltd. | 78,447 | $269.1K | 0.00% | +5,087+6.9% | Added |
| Ulland Investment Advisors, LLC | 98,100 | $336.0K | 0.29% | +25,600+35.3% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 240,038 | $338.9K | 0.01% | −293,618−55.0% | Reduced |
| Goldman Sachs Group Inc | 148,153 | $508.2K | 0.00% | −111,383−42.9% | Reduced |
| Vanguard Asset Management, Ltd | 151,935 | $527.2K | 0.00% | +151,935 | New |
| Farallon Capital Management, L.L.C. | 199,675 | $684.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 243,277 | $834.4K | 0.00% | −11,947−4.7% | Reduced |
| UBS Group AG | 322,157 | $1.10M | 0.00% | +186,097+136.8% | Added |
| Geode Capital Management, LLC | 324,199 | $1.11M | 0.00% | +69,278+27.2% | Added |
| JPMorgan Chase & Co | 504,201 | $1.66M | 0.00% | +479,952+1,979.3% | Added |
| Legal & General Group Plc | 504,460 | $1.71M | 0.00% | −77,126−13.3% | Reduced |
| Vanguard Fiduciary Trust Co | 974,228 | $3.38M | 0.00% | +974,228 | New |
| BlackRock, Inc. | 1,245,195 | $4.27M | 0.00% | +69,161+5.9% | Added |
| Littlejohn & Co LLC | 1,318,534 | $4.52M | 4.29% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,397,107 | $4.79M | 0.00% | −37,046−2.6% | Reduced |
| Millennium Management LLC | 2,122,596 | $7.28M | 0.01% | +1,765,420+494.3% | Added |
| Bracebridge Capital, LLC | 2,705,304 | $9.28M | 1.67% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 3,410,447 | $11.8M | 0.00% | +3,410,447 | New |
| 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 |