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Livermore
Livermore
ZHEN

Novavax Inc

NVAX
Exchange
Nasdaq
Industry
Biological Products, (No Diagnostic Substances)
SEC CIK
0001000694

No open-market purchases or sales by Novavax Inc insiders were filed in the last 90 days; 267 institutions reported holding it in 13F filings for Q2 2026, worth $1.11B in total; Coatue Management is the only superinvestor holding it.

13F holders, Q1 2022

Institutional positions in Novavax Inc as of Mar 31, 2022. 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
382
−45 vs. Q4 2021
Shares held
33.7M
+44.5K (+0.1%) vs. Q4 2021
Total value
$2.49B
−$2.32B (−48.2%) vs. Q4 2021
New holders
65
145 more added
Sold out
110
99 more reduced

4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NVAX 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.

Institutional holdersQ1 2022: 382 institutions
Q1 2021: 390 institutionsQ2 2021: 409 institutionsQ3 2021: 445 institutionsQ4 2021: 431 institutionsQ1 2022: 382 institutionsQ2 2022: 328 institutionsQ3 2022: 256 institutionsQ4 2022: 253 institutionsQ1 2023: 224 institutionsQ2 2023: 216 institutionsQ3 2023: 227 institutionsQ4 2023: 200 institutionsQ1 2024: 202 institutionsQ2 2024: 230 institutionsQ3 2024: 238 institutionsQ4 2024: 235 institutionsQ1 2025: 246 institutionsQ2 2025: 252 institutionsQ3 2025: 250 institutionsQ4 2025: 237 institutionsQ1 2026: 260 institutionsQ2 2026: 267 institutions
Value heldQ1 2022: $2.49B
Q1 2021: $7.70BQ2 2021: $8.44BQ3 2021: $7.77BQ4 2021: $4.81BQ1 2022: $2.49BQ2 2022: $1.75BQ3 2022: $659.6MQ4 2022: $540.3MQ1 2023: $416.7MQ2 2023: $421.9MQ3 2023: $447.9MQ4 2023: $376.0MQ1 2024: $371.3MQ2 2024: $1.06BQ3 2024: $1.19BQ4 2024: $825.9MQ1 2025: $632.2MQ2 2025: $642.9MQ3 2025: $894.6MQ4 2025: $792.5MQ1 2026: $960.7MQ2 2026: $1.11B
Institutions holding NVAX and their total value by quarter
QuarterHoldersValue
Q2 2026267$1.11B
Q1 2026260$960.7M
Q4 2025237$792.5M
Q3 2025250$894.6M
Q2 2025252$642.9M
Q1 2025246$632.2M
Q4 2024235$825.9M
Q3 2024238$1.19B
Q2 2024230$1.06B
Q1 2024202$371.3M
Q4 2023200$376.0M
Q3 2023227$447.9M
Q2 2023216$421.9M
Q1 2023224$416.7M
Q4 2022253$540.3M
Q3 2022256$659.6M
Q2 2022328$1.75B
Q1 2022382$2.49B
Q4 2021431$4.81B
Q3 2021445$7.77B
Q2 2021409$8.44B
Q1 2021390$7.70B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Novavax Inc; share changes are against Q4 2021.

Institutions holding NVAX in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Advisors, Inc.5$00.00%−132−96.4%Reduced
BDO Wealth Advisors, LLC5$00.00%00.0%Unchanged
Lindbrook Capital, LLC4$00.00%−3−42.9%Reduced
Huntington National Bank1$00.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$00.00%+3+150.0%Added
Activest Wealth Management2$00.00%00.0%Unchanged
Schubert & Co1$00.00%−1−50.0%Reduced
Whittier Trust Co3$00.00%+3New
Global Retirement Partners, LLC4$00.00%+4New
Cordant, Inc.2$00.00%+2New
TCWP LLC11$00.00%+11New
Raleigh Capital Management Inc.2$00.00%+2New
Raffa Wealth Management, LLC9$6630.00%00.0%Unchanged
Bogart Wealth, LLC10$1.00K0.00%−20−66.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC25$1.00K0.00%00.0%Unchanged
Sandy Cove Advisors, LLC20$1.00K0.00%00.0%Unchanged
Creative Financial Designs Inc12$1.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC17$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC17$1.00K0.00%+2+13.3%Added
Endurance Wealth Management, Inc.10$1.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC10$1.00K0.00%00.0%Unchanged
Glassman Wealth Services14$1.00K0.00%+8+133.3%Added
Carmichael Hill & Associates, Inc.7$1.00K0.00%00.0%Unchanged
Elequin Capital LP10$1.00K0.00%+3+42.9%Added
Wolff Wiese Magana LLC10$1.00K0.00%00.0%Unchanged
MCF Advisors LLC10$1.00K0.00%+10New
Concord Wealth Partners14$1.00K0.00%+14New
Oliver Lagore Vanvalin Investment Group15$1.00K0.00%+15New
Quent Capital, LLC9$1.00K0.00%+9New
WR Wealth Planners, LLC21$1.55K0.00%+21New
TCI Wealth Advisors, Inc.27$2.00K0.00%−262−90.7%Reduced
Ellevest, Inc.26$2.00K0.00%−121−82.3%Reduced
Mizuho Securities Co. Ltd.25$2.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC25$2.00K0.00%00.0%Unchanged
North Star Investment Management Corp.22$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC29$2.00K0.00%+12+70.6%Added
Key Client Fiduciary Advisors, LLC33$2.00K0.00%+33New
Allworth Financial LP42$3.00K0.00%−9−17.6%Reduced
Fortitude Advisory Group L.L.C.47$3.00K0.00%00.0%Unchanged
Ancora Advisors, LLC45$3.00K0.00%00.0%Unchanged
Private Capital Group, LLC43$3.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC35$3.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC40$3.00K0.00%+5+14.3%Added
Westside Investment Management, Inc.51$3.00K0.00%+51New
DeDora Capital, Inc.35$3.00K0.00%+35New
Beacon Capital Management, LLC35$3.00K0.00%+35New
Parallel Advisors, LLC57$4.00K0.00%−88−60.7%Reduced
Rocky Mountain Advisers, LLC60$4.00K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.56$4.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC50$4.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC54$4.00K0.00%+14+35.0%Added
Zions Bancorporation, N.A.59$4.00K0.00%+50+555.6%Added
MUFG Americas Holdings Corp50$4.00K0.00%+50New
Joseph P. Lucia & Associates, LLC56$4.00K0.00%+56New
Glen Eagle Advisors, LLC60$4.42K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC87$6.00K0.00%−8,437−99.0%Reduced
Level Financial Advisors, Inc.78$6.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management87$6.00K0.00%+46+112.2%Added
Meeder Asset Management Inc80$6.00K0.00%+80New
Brown, Lisle/Cummings, Inc.90$6.63K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.92$6.78K0.00%+92New
Central Trust Co100$7.00K0.00%−34−25.4%Reduced
Arrow Financial Corp100$7.00K0.00%00.0%Unchanged
Knuff & Co LLC100$7.00K0.00%00.0%Unchanged
Laurel Wealth Planning LLC99$7.00K0.00%00.0%Unchanged
Covestor Ltd94$7.00K0.00%+40+74.1%Added
Global Wealth Management Investment Advisory, Inc.90$7.00K0.00%+90New
IAG Wealth Partners, LLC114$8.00K0.00%00.0%Unchanged
M&R Capital Management Inc135$9.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co125$9.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.121$9.00K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.116$9.00K0.01%+70+152.2%Added
Umb Bank N A134$10.0K0.00%−7−5.0%Reduced
Independence Bank of Kentucky142$10.0K0.00%00.0%Unchanged
Baillie Gifford & Co130$10.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC138$10.0K0.00%+138New
Sandy Spring Bank145$11.0K0.00%00.0%Unchanged
Ellis Investment Partners, LLC150$11.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC150$11.0K0.00%00.0%Unchanged
IFP Advisors, Inc511$12.0K0.00%+317+163.4%Added
Prospera Financial Services Inc164$12.0K0.00%+164New
Tucker Asset Management LLC171$12.6K0.00%00.0%Unchanged
Spire Wealth Management170$13.0K0.00%−2−1.2%Reduced
Hantz Financial Services, Inc.181$13.0K0.00%+95+110.5%Added
Money Concepts Capital Corp190$14.0K0.00%+190New
Front Row Advisors LLC200$15.0K0.01%00.0%Unchanged
Selective Wealth Management, Inc.200$15.0K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.228$17.0K0.00%00.0%Unchanged
Adirondack Trust Co231$17.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC262$19.0K0.00%+92+54.1%Added
Farmers & Merchants Investments Inc300$22.0K0.00%00.0%Unchanged
Valley National Advisers Inc312$23.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.336$24.0K0.00%−50−13.0%Reduced
Signaturefd, LLC364$27.0K0.00%+13+3.7%Added
Charter Oak Capital Management, LLC387$29.0K0.00%+81+26.5%Added
Fukoku Mutual Life Insurance Co400$29.0K0.00%+100+33.3%Added
DB Wealth Management Group, LLC400$29.0K0.02%+200+100.0%Added
San Luis Wealth Advisors LLC200$29.0K0.01%+200New
Duncker Streett & Co Inc417$31.0K0.01%00.0%Unchanged
Continuum Advisory, LLC22,725$33.0K0.01%+125+0.6%Added