Skip to main content
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, Q4 2024

Institutional positions in Novavax Inc as of Dec 31, 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
235
0 vs. Q3 2024
Shares held
102.7M
+9.04M (+9.6%) vs. Q3 2024
Total value
$825.9M
−$359.0M (−30.3%) vs. Q3 2024
New holders
41
80 more added
Sold out
41
54 more reduced

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 235 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 heldQ4 2024: $825.9M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Novavax Inc; share changes are against Q3 2024.

Institutions holding NVAX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Close Asset Management Ltd50$00.00%00.0%Unchanged
Huntington National Bank1$00.00%00.0%Unchanged
Global Financial Private Client, LLC1$80.00%00.0%Unchanged
Proequities, Inc.1$80.00%+1New
Bear Mountain Capital, Inc.1$90.00%00.0%Unchanged
Raleigh Capital Management Inc.2$160.00%00.0%Unchanged
Cornerstone Planning Group LLC2$190.00%00.0%Unchanged
Global Retirement Partners, LLC3$240.00%00.0%Unchanged
UMA Financial Services, Inc.4$330.00%+4New
SOA Wealth Advisors, LLC.8$640.00%00.0%Unchanged
Raffa Wealth Management, LLC9$720.00%00.0%Unchanged
Creative Financial Designs Inc12$960.00%00.0%Unchanged
Principal Securities, Inc.15$1210.00%+15New
DecisionPoint Financial, LLC15$1210.00%+15New
Thurston, Springer, Miller, Herd & Titak, Inc.20$1600.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.25$2010.00%00.0%Unchanged
Caitlin John, LLC25$2010.00%00.0%Unchanged
Coppell Advisory Solutions LLC27$2140.00%00.0%Unchanged
Prestige Wealth Management Group LLC29$2340.00%00.0%Unchanged
Hilltop National Bank35$2810.00%00.0%Unchanged
FLP Wealth Management, LLC36$2890.00%+36New
PayPay Securities Corp41$3300.01%+15+57.7%Added
Sandy Spring Bank45$3620.00%00.0%Unchanged
Financial Life Planners49$3940.00%+49New
Ronald Blue Trust, Inc.50$4020.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC50$4020.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp50$4020.00%+50New
Russell Investments Group, Ltd.52$4180.00%00.0%Unchanged
MPWM Advisory Solutions, LLC60$4820.00%+60New
Asset Dedication, LLC65$5230.00%00.0%Unchanged
EverSource Wealth Advisors, LLC73$5870.00%+43+143.3%Added
TD Waterhouse Canada Inc.75$6020.00%+15+25.0%Added
Brown, Lisle/Cummings, Inc.90$7240.00%00.0%Unchanged
Smartleaf Asset Management LLC95$7530.00%+64+206.5%Added
LRI Investments, LLC100$8040.00%00.0%Unchanged
Banque Transatlantique SA120$9590.00%+120New
Harbour Investments, Inc.120$9650.00%00.0%Unchanged
Valley National Advisers Inc147$1.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.64$1.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co125$1.00K0.00%00.0%Unchanged
Independence Bank of Kentucky142$1.14K0.00%00.0%Unchanged
CoreCap Advisors, LLC143$1.15K0.00%00.0%Unchanged
Rothschild Investment LLC145$1.17K0.00%+15+11.5%Added
Sculptor Capital LP200$1.61K0.00%00.0%Unchanged
Aventura Private Wealth, LLC200$1.61K0.00%+200New
Larson Financial Group LLC208$1.67K0.00%+8+4.0%Added
Sittner & Nelson, LLC223$1.79K0.00%−450−66.9%Reduced
Avion Wealth325$2.00K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd265$2.13K0.00%+265New
Comerica Bank289$2.32K0.00%+289New
Farmers & Merchants Investments Inc311$2.50K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC352$2.83K0.00%+317+905.7%Added
Northwestern Mutual Wealth Management Co354$2.85K0.00%−35−9.0%Reduced
Semmax Financial Advisors Inc.366$2.99K0.00%00.0%Unchanged
Cornerstone National Bank & Trust Co375$3.02K0.00%00.0%Unchanged
Allworth Financial LP342$3.02K0.00%−20−5.5%Reduced
Millstone Evans Group, LLC400$3.22K0.00%+400New
Duncker Streett & Co Inc417$3.35K0.00%00.0%Unchanged
Optiver Holding B.V.453$3.64K0.00%−6,860−93.8%Reduced
Parallel Advisors, LLC497$4.00K0.00%+69+16.1%Added
GAMMA Investing LLC499$4.01K0.00%+259+107.9%Added
Stance Capital LLC500$4.02K0.00%+500New
Farther Finance Advisors, LLC535$4.30K0.00%−100−15.7%Reduced
Steward Partners Investment Advisory, LLC619$4.98K0.00%−285−31.5%Reduced
Daiwa Securities Group Inc.652$5.00K0.00%00.0%Unchanged
Covestor Ltd636$5.00K0.00%+1+0.2%Added
American National Bank660$5.31K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP570$5.31K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC756$6.08K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec930$7.48K0.00%00.0%Unchanged
Lindbrook Capital, LLC943$7.58K0.00%+205+27.8%Added
Geneos Wealth Management Inc.984$7.91K0.00%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,049$8.43K0.00%−1,587−60.2%Reduced
Sterling Capital Management LLC1,150$9.25K0.00%+926+413.4%Added
Nisa Investment Advisors, LLC1,187$9.54K0.00%−22,262−94.9%Reduced
CWM, LLC1,424$11.0K0.00%−344−19.5%Reduced
Quadrant Capital Group LLC1,729$13.9K0.00%−81−4.5%Reduced
The PNC Financial Services Group, Inc.1,741$14.0K0.00%−1,670−49.0%Reduced
MAI Capital Management1,803$14.5K0.00%+1,803New
AdvisorNet Financial, Inc2,000$16.1K0.00%+2,000New
Jones Financial Companies LLLP2,112$17.0K0.00%−168−7.4%Reduced
Credit Agricole S A2,500$20.1K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC2,308$22.2K0.00%00.0%Unchanged
GF Fund Management Co. Ltd.3,363$27.0K0.00%+3,363New
Spire Wealth Management3,610$29.0K0.00%+3,610New
IFP Advisors, Inc3,646$29.6K0.00%+201+5.8%Added
New Age Alpha Advisors, LLC4,318$34.7K0.00%+4,318New
Lazard Asset Management LLC4,934$39.0K0.00%−3,718−43.0%Reduced
Amalgamated Bank4,887$39.0K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.5,338$44.2K0.00%−452−7.8%Reduced
Signaturefd, LLC6,036$48.5K0.00%+20.0%Added
Danske Bank A/S7,400$59.5K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado7,873$63.0K0.00%00.0%Unchanged
KBC Group NV7,954$64.0K0.00%+3,917+97.0%Added
Roof Eidam & Maycock10,000$80.4K0.02%00.0%Unchanged
TigerOak Management, L.L.C.10,640$85.5K0.03%+10,640New
Quest Partners LLC10,677$85.8K0.01%+7,940+290.1%Added
Wolverine Trading, LLC10,940$86.8K0.00%−34,823−76.1%Reduced
Kitching Partners, LLC11,013$88.5K0.11%+11,013New
Prudential Financial Inc11,033$88.7K0.00%+570+5.4%Added