Skip to main content

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 2024

Institutional positions in Novavax Inc as of Jun 30, 2024. 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
230
+30 vs. Q1 2024
Shares held
83.5M
+7.04M (+9.2%) vs. Q1 2024
Total value
$1.06B
+$691.5M (+187.2%) vs. Q1 2024
New holders
59
68 more added
Sold out
29
57 more reduced

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 230 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 2024: $1.06B
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 2024

Shares, value and share of portfolio for each institution holding Novavax Inc; share changes are against Q1 2024.

Institutions holding NVAX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bear Mountain Capital, Inc.1$120.00%00.0%Unchanged
Global Financial Private Client, LLC1$130.00%00.0%Unchanged
Cornerstone Planning Group LLC2$230.00%00.0%Unchanged
Raleigh Capital Management Inc.2$250.00%00.0%Unchanged
Macquarie Group Ltd2$250.00%−7−77.8%Reduced
SOA Wealth Advisors, LLC.8$1010.00%00.0%Unchanged
Raffa Wealth Management, LLC9$1140.00%00.0%Unchanged
Quent Capital, LLC9$1140.00%00.0%Unchanged
Mather Group, LLC.25$1200.00%+25New
Bogart Wealth, LLC10$1270.00%00.0%Unchanged
Creative Financial Designs Inc12$1520.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.20$2530.00%+20New
Caldwell Sutter Capital, Inc.25$3170.00%00.0%Unchanged
Tortoise Investment Management, LLC25$3170.00%00.0%Unchanged
Caitlin John, LLC25$3170.00%00.0%Unchanged
Umb Bank N A25$3170.00%+25New
Coppell Advisory Solutions LLC27$3420.00%+27New
Prestige Wealth Management Group LLC29$3680.00%00.0%Unchanged
Hilltop National Bank35$4430.00%00.0%Unchanged
Ronald Blue Trust, Inc.109$5210.00%+59+118.0%Added
Global Retirement Partners, LLC45$5700.00%−3−6.3%Reduced
Sandy Spring Bank45$5700.00%00.0%Unchanged
GAMMA Investing LLC46$5820.00%−54−54.0%Reduced
Rothschild Investment LLC50$6330.00%+50New
Atlantic Edge Private Wealth Management, LLC50$6330.00%+50New
Smartleaf Asset Management LLC51$6540.00%+51New
Rocky Mountain Advisers, LLC60$7600.00%−1,072−94.7%Reduced
Huntington National Bank61$7600.00%00.0%Unchanged
IAG Wealth Partners, LLC61$7720.00%00.0%Unchanged
EverSource Wealth Advisors, LLC62$7940.00%+2+3.3%Added
Asset Dedication, LLC65$8230.00%00.0%Unchanged
Sound Income Strategies, LLC70$8860.00%00.0%Unchanged
Hantz Financial Services, Inc.64$1.00K0.00%−6−8.6%Reduced
Valley National Advisers Inc147$1.00K0.00%+147New
Close Asset Management Ltd50$1.00K0.00%+50New
Brown, Lisle/Cummings, Inc.90$1.14K0.00%00.0%Unchanged
LRI Investments, LLC100$1.27K0.00%00.0%Unchanged
International Assets Investment Management, LLC100$1.27K0.00%+100New
Kelly Financial Services LLC110$1.39K0.00%00.0%Unchanged
Private Trust Co NA120$1.52K0.00%−80−40.0%Reduced
Harbour Investments, Inc.120$1.52K0.00%00.0%Unchanged
Brown Brothers Harriman & Co125$1.58K0.00%00.0%Unchanged
Independence Bank of Kentucky142$1.80K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC120$2.00K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.160$2.04K0.00%+160New
Larson Financial Group LLC200$2.53K0.00%00.0%Unchanged
Sculptor Capital LP200$2.53K0.00%+200New
Avion Wealth325$4.00K0.00%00.0%Unchanged
US Bancorp338$4.28K0.00%−1,480−81.4%Reduced
Allworth Financial LP355$4.92K0.00%+13+3.8%Added
Duncker Streett & Co Inc417$5.28K0.00%00.0%Unchanged
Parallel Advisors, LLC429$5.43K0.00%+429New
Northwestern Mutual Wealth Management Co437$5.53K0.00%+18+4.3%Added
PayPay Securities Corp484$6.13K0.51%−876−64.4%Reduced
Gradient Investments LLC500$6.33K0.00%00.0%Unchanged
GWM Advisors LLC500$6.33K0.00%00.0%Unchanged
Daiwa Securities Group Inc.532$7.00K0.00%+241+82.8%Added
Farther Finance Advisors, LLC618$7.87K0.00%−240−28.0%Reduced
Sittner & Nelson, LLC650$8.23K0.00%00.0%Unchanged
American National Bank660$8.36K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP570$9.37K0.00%00.0%Unchanged
Tyler-Stone Wealth Management744$9.42K0.00%−191−20.4%Reduced
Harbor Investment Advisory, LLC763$9.66K0.00%00.0%Unchanged
Jones Financial Companies LLLP837$10.6K0.00%+837New
Compagnie Lombard Odier SCmA850$10.8K0.00%−1,750−67.3%Reduced
Federation des caisses Desjardins du Quebec930$11.8K0.00%00.0%Unchanged
Geneos Wealth Management Inc.984$12.5K0.00%00.0%Unchanged
Lindbrook Capital, LLC1,087$13.8K0.00%+1,087New
Steward Partners Investment Advisory, LLC1,234$15.6K0.00%−66−5.1%Reduced
Russell Investments Group, Ltd.1,295$16.4K0.00%+1,295New
CWM, LLC1,452$18.0K0.00%−368−20.2%Reduced
Pacer Advisors, Inc.1,489$18.9K0.00%−6,339−81.0%Reduced
Allspring Global Investments Holdings, LLC1,810$22.9K0.00%+1,810New
Nisa Investment Advisors, LLC1,814$23.0K0.00%+1,150+173.2%Added
Covestor Ltd1,876$24.0K0.02%+7+0.4%Added
Quadrant Capital Group LLC2,116$26.8K0.00%+1,152+119.5%Added
CIBC Private Wealth Group, LLC2,308$27.8K0.00%+2,000+649.4%Added
Credit Agricole S A2,500$31.6K0.00%−20−0.8%Reduced
National Bank of Canada2,526$32.1K0.00%−385,518−99.3%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,636$32.4K0.00%+2,636New
Banque Cantonale Vaudoise3,000$38.0K0.00%+2,500+500.0%Added
IFP Advisors, Inc3,445$43.6K0.00%+400+13.1%Added
The PNC Financial Services Group, Inc.3,826$48.4K0.00%−511−11.8%Reduced
KBC Group NV4,037$51.0K0.00%+4,037New
Mirae Asset Global Investments Co., Ltd.4,192$53.8K0.00%−50,800−92.4%Reduced
Amalgamated Bank4,887$62.0K0.00%+1,036+26.9%Added
Signaturefd, LLC5,680$71.9K0.00%+3,874+214.5%Added
CSS LLC6,000$76.0K0.01%+6,000New
Danske Bank A/S6,200$78.5K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado7,873$100.0K0.00%00.0%Unchanged
Roof Eidam & Maycock10,000$126.6K0.03%00.0%Unchanged
Prudential Financial Inc10,528$133.3K0.00%+10,528New
Raymond James Financial Services Advisors, Inc.10,674$135.1K0.00%+10,674New
Three Seasons Wealth, LLC11,287$142.9K0.08%+11,287New
Oppenheimer & Co Inc11,644$147.4K0.00%−475−3.9%Reduced
Great West Life Assurance Co11,763$149.0K0.00%00.0%Unchanged
Caption Management, LLC12,000$151.9K0.02%−9,698−44.7%Reduced
Midland Wealth Advisors LLC12,000$151.9K0.01%+12,000New
Atom Investors LP12,323$156.0K0.02%−7,237−37.0%Reduced
Algert Global LLC12,701$160.8K0.01%+12,701New