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, Q2 2026
Institutional positions in Alvotech as of Jun 30, 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
- 72
- +15 vs. Q1 2026
- Shares held
- 42.5M
- +25.5M (+150.3%) vs. Q1 2026
- Total value
- $157.4M
- +$100.1M (+174.7%) vs. Q1 2026
- New holders
- 22
- 21 more added
- Sold out
- 7
- 19 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Alvotech; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11 | $41 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14 | $52 | 0.00% | +14 | New |
| SBI Securities Co., Ltd. | 20 | $74 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 140 | $521 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 156 | $573 | 0.00% | +121+345.7% | Added |
| Ameritas Advisory Services, LLC | 191 | $705 | 0.00% | +191 | New |
| EverSource Wealth Advisors, LLC | 206 | $760 | 0.00% | −34−14.2% | Reduced |
| Silver Grove Financial Group, Inc. | 255 | $941 | 0.00% | +255 | New |
| Royal Bank of Canada | 173 | $1.00K | 0.00% | +13+8.1% | Added |
| Bare Financial Services, Inc | 280 | $1.03K | 0.00% | +280 | New |
| Stone House Investment Management, LLC | 559 | $2.06K | 0.00% | +465+494.7% | Added |
| North Star Investment Management Corp. | 645 | $2.38K | 0.00% | −173−21.1% | Reduced |
| Capital Analysts, LLC | 932 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,420 | $5.24K | 0.00% | −1,620−53.3% | Reduced |
| Sculptor Capital LP | 33,821 | $5.24K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,612 | $13.3K | 0.00% | −1,676−31.7% | Reduced |
| Jones Financial Companies LLLP | 4,529 | $16.7K | 0.00% | +1,159+34.4% | Added |
| Wells Fargo & Company | 5,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,187 | $19.1K | 0.00% | −1,620−23.8% | Reduced |
| GF Fund Management Co. Ltd. | 6,988 | $25.8K | 0.00% | −16−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 7,167 | $26.4K | 0.00% | +186+2.7% | Added |
| US Bancorp | 7,281 | $26.9K | 0.00% | +7,281 | New |
| Citigroup Inc | 7,339 | $27.1K | 0.00% | −1,891−20.5% | Reduced |
| ProShare Advisors LLC | 10,233 | $37.8K | 0.00% | −4,543−30.7% | Reduced |
| Ascent Group, LLC | 10,445 | $38.5K | 0.00% | +10,445 | New |
| XTX Topco Ltd | 11,365 | $41.9K | 0.00% | +11,365 | New |
| Charles Schwab Investment Management Inc | 11,685 | $43.1K | 0.00% | +11,685 | New |
| JustInvest LLC | 13,012 | $48.0K | 0.00% | +13,012 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,956 | $51.5K | 0.00% | −3,271−19.0% | Reduced |
| Prelude Capital Management, LLC | 14,127 | $52.1K | 0.00% | +14,127 | New |
| Commonwealth Equity Services, LLC | 15,300 | $56.5K | 0.00% | −1,976−11.4% | Reduced |
| Teucrium Investment Advisors, LLC | 17,271 | $63.7K | 0.06% | −574−3.2% | Reduced |
| Brinker Capital Investments, LLC | 21,468 | $79.2K | 0.00% | −38,683−64.3% | Reduced |
| Centiva Capital, LP | 21,724 | $80.2K | 0.00% | +21,724 | New |
| Barclays PLC | 24,357 | $89.9K | 0.00% | +525+2.2% | Added |
| Axq Capital, LP | 24,806 | $91.5K | 0.01% | −114−0.5% | Reduced |
| Steadtrust LLC | 35,395 | $130.6K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 37,953 | $140.0K | 0.00% | +37,953 | New |
| HRT Financial LP | 38,859 | $143.0K | 0.00% | +38,859 | New |
| Tudor Investment Corp Et Al | 44,465 | $164.1K | 0.00% | +44,465 | New |
| Richmond Brothers, Inc. | 44,830 | $165.4K | 0.09% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 49,663 | $183.3K | 0.01% | −8,949−15.3% | Reduced |
| Bank of America Corp | 49,700 | $183.4K | 0.00% | +49,700 | New |
| Quadrature Capital Ltd | 66,599 | $245.8K | 0.00% | +50,187+305.8% | Added |
| Marshall Wace, LLP | 71,788 | $264.9K | 0.00% | +71,788 | New |
| Oaktree Fund Advisors, LLC | 76,023 | $280.5K | 0.49% | −141,640−65.1% | Reduced |
| Goldman Sachs Group Inc | 77,172 | $284.8K | 0.00% | −70,981−47.9% | Reduced |
| Stifel Financial Corp | 78,951 | $291.3K | 0.00% | +36,375+85.4% | Added |
| Savant Capital, LLC | 83,732 | $309.0K | 0.00% | +5,914+7.6% | Added |
| Invesco Ltd. | 90,477 | $333.9K | 0.00% | +12,030+15.3% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 97,982 | $361.6K | 0.01% | −142,056−59.2% | Reduced |
| Ulland Investment Advisors, LLC | 109,500 | $404.0K | 0.30% | +11,400+11.6% | Added |
| Lighthouse Investment Partners, LLC | 125,000 | $461.3K | 0.01% | +125,000 | New |
| Vanguard Asset Management, Ltd | 151,935 | $575.1K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 238,107 | $878.6K | 0.00% | +238,107 | New |
| UBS Group AG | 253,482 | $935.3K | 0.00% | −68,675−21.3% | Reduced |
| Geode Capital Management, LLC | 297,261 | $1.10M | 0.00% | −26,938−8.3% | Reduced |
| Sona Asset Management (US) LLC | 360,000 | $1.33M | 0.05% | +360,000 | New |
| JPMorgan Chase & Co | 529,689 | $1.97M | 0.00% | +25,488+5.1% | Added |
| Royce & Associates LP | 558,144 | $2.06M | 0.02% | +558,144 | New |
| Morgan Stanley | 670,041 | $2.47M | 0.00% | +426,764+175.4% | Added |
| Legal & General Group Plc | 696,048 | $2.65M | 0.00% | +191,588+38.0% | Added |
| Vanguard Fiduciary Trust Co | 998,597 | $3.78M | 0.00% | +24,369+2.5% | Added |
| Littlejohn & Co LLC | 1,318,534 | $4.87M | 6.19% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,327,282 | $4.90M | 0.00% | +82,087+6.6% | Added |
| Price T Rowe Associates Inc | 1,418,392 | $5.23M | 0.00% | +21,285+1.5% | Added |
| Citadel Advisors LLC | 1,728,002 | $6.38M | 0.00% | +1,728,002 | New |
| Farallon Capital Management, L.L.C. | 2,859,675 | $10.6M | 0.06% | +2,660,000+1,332.2% | Added |
| Vanguard Capital Management LLC | 3,689,612 | $14.0M | 0.00% | +279,165+8.2% | Added |
| Bracebridge Capital, LLC | 4,038,637 | $14.9M | 3.22% | +1,333,333+49.3% | Added |
| Millennium Management LLC | 4,263,644 | $15.7M | 0.01% | +2,141,048+100.9% | Added |
| Rubric Capital Management LP | 15,677,093 | $57.8M | 0.53% | +15,677,093 | New |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −69,821−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −63,200−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −46,442−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −44,213−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −32,159−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |