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 2023
Institutional positions in Novavax Inc as of Mar 31, 2023. 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
- 224
- −23 vs. Q4 2022
- Shares held
- 60.1M
- +7.55M (+14.4%) vs. Q4 2022
- Total value
- $416.7M
- −$122.8M (−22.8%) vs. Q4 2022
- New holders
- 30
- 79 more added
- Sold out
- 53
- 54 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 267 | $1.11B |
| Q1 2026 | 260 | $960.7M |
| Q4 2025 | 237 | $792.5M |
| Q3 2025 | 250 | $894.6M |
| Q2 2025 | 252 | $642.9M |
| Q1 2025 | 246 | $632.2M |
| Q4 2024 | 235 | $825.9M |
| Q3 2024 | 238 | $1.19B |
| Q2 2024 | 230 | $1.06B |
| Q1 2024 | 202 | $371.3M |
| Q4 2023 | 200 | $376.0M |
| Q3 2023 | 227 | $447.9M |
| Q2 2023 | 216 | $421.9M |
| Q1 2023 | 224 | $416.7M |
| Q4 2022 | 253 | $540.3M |
| Q3 2022 | 256 | $659.6M |
| Q2 2022 | 328 | $1.75B |
| Q1 2022 | 382 | $2.49B |
| Q4 2021 | 431 | $4.81B |
| Q3 2021 | 445 | $7.77B |
| Q2 2021 | 409 | $8.44B |
| Q1 2021 | 390 | $7.70B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Novavax Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 100 | $0 | 0.00% | −645−86.6% | Reduced |
| Asset Dedication, LLC | 65 | $0 | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1 | $0 | 0.00% | −11−91.7% | Reduced |
| Toronto Dominion Bank | 21 | $0 | 0.00% | +21 | New |
| Avion Wealth | 35 | $0 | 0.00% | +35 | New |
| Sofos Investments, Inc. | 7 | $4 | 0.00% | −3−30.0% | Reduced |
| Global Financial Private Client, LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2 | $14 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $42 | 0.00% | −100−94.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 7 | $49 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $62 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $66 | 0.00% | +10 | New |
| Bogart Wealth, LLC | 10 | $69 | 0.00% | −10−50.0% | Reduced |
| Creative Financial Designs Inc | 12 | $83 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12 | $83 | 0.00% | +2+20.0% | Added |
| Glassman Wealth Services | 13 | $90 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $104 | 0.00% | +15 | New |
| Strategic Investment Solutions, Inc. | 15 | $104 | 0.00% | +15 | New |
| WR Wealth Planners, LLC | 21 | $146 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 22 | $152 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 25 | $173 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $173 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 25 | $173 | 0.00% | +25 | New |
| TCI Wealth Advisors, Inc. | 27 | $188 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $201 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 32 | $222 | 0.01% | +7+28.0% | Added |
| Cary Street Partner Investment Advisory LLC | 35 | $243 | 0.00% | −5−12.5% | Reduced |
| Sandy Spring Bank | 45 | $312 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 46 | $319 | 0.00% | +46 | New |
| Global Retirement Partners, LLC | 48 | $343 | 0.00% | +44+1,100.0% | Added |
| Sound Income Strategies, LLC | 50 | $347 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 52 | $360 | 0.00% | −189−78.4% | Reduced |
| IAG Wealth Partners, LLC | 61 | $423 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 78 | $541 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 90 | $624 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $693 | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 100 | $693 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $693 | 0.00% | +100 | New |
| Column Capital Advisors, LLC | 101 | $700 | 0.00% | +31+44.3% | Added |
| Riggs Asset Managment Co. Inc. | 108 | $749 | 0.00% | +108 | New |
| First Horizon Advisors, Inc. | 115 | $796 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 126 | $873 | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 130 | $901 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 136 | $942 | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 142 | $984 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 150 | $1.04K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 159 | $1.10K | 0.00% | +43+37.1% | Added |
| Allworth Financial LP | 174 | $1.21K | 0.00% | +134+335.0% | Added |
| ICA Group Wealth Management, LLC | 200 | $1.39K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 200 | $1.39K | 0.00% | +200 | New |
| Parallel Advisors, LLC | 225 | $1.56K | 0.00% | −397−63.8% | Reduced |
| Harbour Investments, Inc. | 240 | $1.66K | 0.00% | −20−7.7% | Reduced |
| Hantz Financial Services, Inc. | 322 | $2.00K | 0.00% | +5+1.6% | Added |
| Daiwa Securities Group Inc. | 291 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 237 | $2.00K | 0.00% | +37+18.5% | Added |
| DB Wealth Management Group, LLC | 400 | $2.77K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 417 | $2.89K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 418 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 503 | $3.49K | 0.00% | +84+20.0% | Added |
| Lindbrook Capital, LLC | 528 | $3.66K | 0.00% | +392+288.2% | Added |
| GWM Advisors LLC | 560 | $3.88K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 639 | $4.43K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 650 | $4.50K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 712 | $4.93K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 714 | $4.95K | 0.00% | −775−52.0% | Reduced |
| Loomis Sayles & Co L P | 763 | $5.00K | 0.00% | +638+510.4% | Added |
| Larson Financial Group LLC | 865 | $5.99K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 865 | $5.99K | 0.00% | +193+28.7% | Added |
| Stephens Consulting, LLC | 1,000 | $6.93K | 0.00% | −2−0.2% | Reduced |
| Signaturefd, LLC | 1,080 | $7.48K | 0.00% | +500+86.2% | Added |
| Citadel Advisors LLC | 1,094 | $7.58K | 0.00% | −368,053−99.7% | Reduced |
| CWM, LLC | 1,146 | $8.00K | 0.00% | −259−18.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,167 | $8.09K | 0.00% | +313+36.7% | Added |
| HM Payson & Co | 1,208 | $8.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,234 | $8.55K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,277 | $8.85K | 0.00% | +82+6.9% | Added |
| Close Asset Management Ltd | 1,260 | $9.00K | 0.00% | −3,600−74.1% | Reduced |
| Cutler Group LP | 1,300 | $9.00K | 0.00% | +1,300 | New |
| Northwestern Mutual Wealth Management Co | 1,582 | $11.0K | 0.00% | +849+115.8% | Added |
| TD Waterhouse Canada Inc. | 1,395 | $11.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,650 | $13.3K | 0.00% | +1,650 | New |
| IFP Advisors, Inc | 2,136 | $14.0K | 0.00% | −4,858−69.5% | Reduced |
| Credit Agricole S A | 2,520 | $17.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,547 | $17.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,732 | $18.9K | 0.00% | +384+16.4% | Added |
| Belpointe Asset Management LLC | 3,260 | $22.6K | 0.00% | +2,400+279.1% | Added |
| State of Wyoming | 3,304 | $22.9K | 0.01% | +3,304 | New |
| Continuum Advisory, LLC | 22,600 | $23.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,546 | $24.6K | 0.00% | −1,317−27.1% | Reduced |
| Quadrant Capital Group LLC | 3,623 | $25.1K | 0.00% | +3,023+503.8% | Added |
| Ci Investments Inc. | 3,700 | $26.0K | 0.00% | −47−1.3% | Reduced |
| ING Groep NV | 3,800 | $26.3K | 0.00% | +3,800 | New |
| Federation des caisses Desjardins du Quebec | 4,197 | $29.1K | 0.00% | +100+2.4% | Added |
| Great West Life Assurance Co | 4,569 | $32.0K | 0.00% | −36,008−88.7% | Reduced |