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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, Q2 2023

Institutional positions in Novavax Inc as of Jun 30, 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
216
−7 vs. Q1 2023
Shares held
56.8M
−3.26M (−5.4%) vs. Q1 2023
Total value
$421.9M
+$5.36M (+1.3%) vs. Q1 2023
New holders
32
66 more added
Sold out
39
48 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 216 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 heldQ2 2023: $421.9M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Novavax Inc; share changes are against Q1 2023.

Institutions holding NVAX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%00.0%Unchanged
AlphaMark Advisors, LLC35$00.00%00.0%Unchanged
Asset Dedication, LLC65$00.00%00.0%Unchanged
Endurance Wealth Management, Inc.10$00.00%00.0%Unchanged
Ronald Blue Trust, Inc.1$00.00%00.0%Unchanged
Column Capital Advisors, LLC1$70.00%−100−99.0%Reduced
Global Financial Private Client, LLC1$70.00%00.0%Unchanged
Raleigh Capital Management Inc.2$150.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6$450.00%00.0%Unchanged
Sofos Investments, Inc.7$640.00%00.0%Unchanged
Raffa Wealth Management, LLC9$670.00%00.0%Unchanged
Farther Finance Advisors, LLC10$740.00%−2−16.7%Reduced
Bogart Wealth, LLC10$740.00%00.0%Unchanged
Sunbelt Securities, Inc.10$740.00%00.0%Unchanged
Creative Financial Designs Inc12$890.00%00.0%Unchanged
Glassman Wealth Services13$970.00%00.0%Unchanged
Disciplined Investments, LLC15$1110.00%00.0%Unchanged
Strategic Investment Solutions, Inc.15$1390.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC20$1490.00%+20New
WR Wealth Planners, LLC21$1560.00%00.0%Unchanged
North Star Investment Management Corp.22$1630.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC25$1850.00%00.0%Unchanged
Tortoise Investment Management, LLC25$1860.00%00.0%Unchanged
WealthPLAN Partners, LLC25$1860.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.25$1860.00%+25New
Prestige Wealth Management Group LLC29$2160.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC35$2600.00%00.0%Unchanged
Global Retirement Partners, LLC48$3570.00%00.0%Unchanged
PayPay Securities Corp49$3640.02%+17+53.1%Added
Hexagon Capital Partners LLC50$3720.00%−2−3.8%Reduced
Sound Income Strategies, LLC50$3720.00%00.0%Unchanged
Cornerstone Planning Group LLC50$3720.00%+50New
Nemes Rush Group LLC54$4020.00%+54New
Sandy Spring Bank55$4100.00%+10+22.2%Added
Rocky Mountain Advisers, LLC60$4160.00%00.0%Unchanged
Baker Avenue Asset Management, LP59$4380.00%+59New
IAG Wealth Partners, LLC61$4530.00%00.0%Unchanged
Level Financial Advisors, Inc.78$5800.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.90$6690.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.90$6690.00%+90New
Central Trust Co100$7430.00%00.0%Unchanged
Arrow Financial Corp100$7430.00%00.0%Unchanged
Cape Investment Advisory, Inc.100$7430.00%00.0%Unchanged
EverSource Wealth Advisors, LLC100$7430.00%+100New
Riggs Asset Managment Co. Inc.108$8030.00%00.0%Unchanged
First Horizon Advisors, Inc.115$8540.00%00.0%Unchanged
Brown Brothers Harriman & Co126$9360.00%00.0%Unchanged
Simplex Trading, LLC200$1.00K0.00%+100+100.0%Added
Tyler-Stone Wealth Management185$1.00K0.00%+185New
Private Ocean, LLC136$1.01K0.00%00.0%Unchanged
Independence Bank of Kentucky142$1.05K0.00%00.0%Unchanged
Annapolis Financial Services, LLC150$1.11K0.00%00.0%Unchanged
Quent Capital, LLC159$1.18K0.00%00.0%Unchanged
Larson Financial Group LLC200$1.49K0.00%−665−76.9%Reduced
Private Trust Co NA200$1.49K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC200$1.49K0.00%00.0%Unchanged
Allworth Financial LP217$1.61K0.00%+43+24.7%Added
Harbour Investments, Inc.240$1.78K0.00%00.0%Unchanged
Valley National Advisers Inc237$2.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.322$2.00K0.00%00.0%Unchanged
Daiwa Securities Group Inc.291$2.00K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC301$2.24K0.00%−52,746−99.4%Reduced
DB Wealth Management Group, LLC400$2.97K0.00%00.0%Unchanged
Lindbrook Capital, LLC404$3.00K0.00%−124−23.5%Reduced
Duncker Streett & Co Inc417$3.10K0.00%00.0%Unchanged
GWM Advisors LLC500$3.71K0.00%−60−10.7%Reduced
Banque Cantonale Vaudoise500$4.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC568$4.22K0.00%−5,232−90.2%Reduced
Focused Wealth Management, Inc639$4.75K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co664$4.93K0.00%−918−58.0%Reduced
Sittner & Nelson, LLC673$5.00K0.00%+23+3.5%Added
Harbor Investment Advisory, LLC712$5.29K0.00%00.0%Unchanged
Covestor Ltd902$7.00K0.01%+484+115.8%Added
Stephens Consulting, LLC1,000$7.43K0.00%00.0%Unchanged
Toth Financial Advisory Corp1,000$7.43K0.00%+1,000New
Cutler Group LP1,100$8.00K0.00%−200−15.4%Reduced
Steward Partners Investment Advisory, LLC1,090$8.10K0.00%+225+26.0%Added
Parallel Advisors, LLC1,090$8.10K0.00%+865+384.4%Added
Signaturefd, LLC1,118$8.31K0.00%+38+3.5%Added
China Universal Asset Management Co., Ltd.1,131$8.40K0.00%−36−3.1%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,140$8.47K0.00%+1,140New
The PNC Financial Services Group, Inc.1,194$8.87K0.00%+691+137.4%Added
CWM, LLC1,247$9.00K0.00%+101+8.8%Added
Geneos Wealth Management Inc.1,234$9.17K0.00%00.0%Unchanged
HM Payson & Co1,273$9.46K0.00%+65+5.4%Added
TD Waterhouse Canada Inc.1,395$11.4K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC1,684$12.5K0.00%+1,638+3,560.9%Added
IFP Advisors, Inc2,590$17.0K0.00%+454+21.3%Added
Gradient Investments LLC2,513$18.7K0.00%−219−8.0%Reduced
Credit Agricole S A2,520$18.7K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC2,547$18.9K0.00%00.0%Unchanged
Continuum Advisory, LLC22,600$23.2K0.00%00.0%Unchanged
Point72 Asset Management, L.P.3,194$23.7K0.00%+3,194New
Federation des caisses Desjardins du Quebec4,197$31.2K0.00%00.0%Unchanged
Quadrant Capital Group LLC4,345$32.3K0.00%+722+19.9%Added
Metropolitan Life Insurance Co4,769$35.4K0.00%+4,769New
Compagnie Lombard Odier SCmA5,586$41.5K0.00%00.0%Unchanged
Ci Investments Inc.6,443$48.0K0.00%+2,743+74.1%Added
Russell Investments Group, Ltd.6,520$48.4K0.00%−585−8.2%Reduced
Advisors Asset Management, Inc.6,802$50.5K0.00%−1,274−15.8%Reduced