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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 2025

Institutional positions in Novavax Inc as of Mar 31, 2025. 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
246
+14 vs. Q4 2024
Shares held
98.6M
−3.73M (−3.6%) vs. Q4 2024
Total value
$632.2M
−$190.7M (−23.2%) vs. Q4 2024
New holders
50
68 more added
Sold out
36
67 more reduced

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 246 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 2025: $632.2M
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 2025

Shares, value and share of portfolio for each institution holding Novavax Inc; share changes are against Q4 2024.

Institutions holding NVAX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.64$00.00%00.0%Unchanged
Close Asset Management Ltd50$00.00%00.0%Unchanged
Bear Mountain Capital, Inc.1$60.00%00.0%Unchanged
Global Financial Private Client, LLC1$60.00%00.0%Unchanged
Wolff Wiese Magana LLC1$70.00%+1New
Cornerstone Planning Group LLC2$150.00%00.0%Unchanged
UMA Financial Services, Inc.4$260.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$510.00%00.0%Unchanged
Raffa Wealth Management, LLC9$580.00%00.0%Unchanged
Creative Financial Designs Inc12$770.00%00.0%Unchanged
Cheviot Value Management, LLC15$940.00%+15New
Huntington National Bank12$950.00%+11+1,100.0%Added
DecisionPoint Financial, LLC15$970.00%00.0%Unchanged
Principal Securities, Inc.15$1210.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.20$1280.00%00.0%Unchanged
Central Trust Co20$1290.00%+20New
Kiker Wealth Management, LLC21$1350.00%+21New
Marshall Investment Management, LLC23$1470.00%+23New
SRS Capital Advisors, Inc.24$1540.00%+24New
Caldwell Sutter Capital, Inc.25$1600.00%00.0%Unchanged
Prestige Wealth Management Group LLC29$1860.00%00.0%Unchanged
TD Waterhouse Canada Inc.45$2700.00%−30−40.0%Reduced
Sandy Spring Bank45$2890.00%00.0%Unchanged
PayPay Securities Corp46$2980.02%+5+12.2%Added
Ronald Blue Trust, Inc.50$3210.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp50$3210.00%00.0%Unchanged
Stephens Consulting, LLC50$3210.00%+50New
Russell Investments Group, Ltd.52$3330.00%00.0%Unchanged
Binnacle Investments Inc52$3330.00%+52New
MPWM Advisory Solutions, LLC60$3850.00%00.0%Unchanged
Parkside Financial Bank & Trust60$3850.00%+60New
Asset Dedication, LLC65$4170.00%00.0%Unchanged
Massmutual Trust Co FSB81$5190.00%+81New
Harbour Investments, Inc.85$5450.00%−35−29.2%Reduced
Brown, Lisle/Cummings, Inc.90$5770.00%00.0%Unchanged
LRI Investments, LLC100$6410.00%00.0%Unchanged
Activest Wealth Management100$6410.00%+100New
Banque Transatlantique SA120$7690.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC120$7690.00%+120New
Brown Brothers Harriman & Co125$8010.00%00.0%Unchanged
Independence Bank of Kentucky142$9100.00%00.0%Unchanged
CoreCap Advisors, LLC143$9170.00%00.0%Unchanged
Bessemer Group Inc95$1.00K0.00%+95New
Larson Financial Group LLC200$1.28K0.00%−8−3.8%Reduced
Aventura Private Wealth, LLC200$1.28K0.00%00.0%Unchanged
Sunbelt Securities, Inc.200$1.28K0.00%+200New
Flaharty Asset Management, LLC200$1.28K0.00%+200New
Sittner & Nelson, LLC223$1.43K0.00%00.0%Unchanged
Rothschild Investment LLC230$1.47K0.00%+85+58.6%Added
Coldstream Capital Management Inc266$1.71K0.00%+266New
Comerica Bank289$1.85K0.00%00.0%Unchanged
Avion Wealth325$2.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co365$2.34K0.00%+11+3.1%Added
Parallel Advisors, LLC394$2.53K0.00%−103−20.7%Reduced
Caitong International Asset Management Co., Ltd399$2.56K0.00%−13,977−97.2%Reduced
Millstone Evans Group, LLC400$2.56K0.00%00.0%Unchanged
Duncker Streett & Co Inc417$2.67K0.00%00.0%Unchanged
CX Institutional460$3.00K0.00%+460New
Spire Wealth Management510$3.27K0.00%−3,100−85.9%Reduced
Steward Partners Investment Advisory, LLC530$3.40K0.00%−89−14.4%Reduced
Optiver Holding B.V.574$3.68K0.00%+121+26.7%Added
Allworth Financial LP524$3.71K0.00%+182+53.2%Added
Skopos Labs, Inc.601$3.85K0.00%+601New
Daiwa Securities Group Inc.652$4.00K0.00%00.0%Unchanged
Covestor Ltd639$4.00K0.00%+3+0.5%Added
American National Bank660$4.23K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP570$4.26K0.00%00.0%Unchanged
Lindbrook Capital, LLC677$4.34K0.00%−266−28.2%Reduced
Sterling Capital Management LLC728$4.67K0.00%−422−36.7%Reduced
Harbor Investment Advisory, LLC756$4.85K0.00%00.0%Unchanged
Farther Finance Advisors, LLC959$5.75K0.00%+424+79.3%Added
Federation des caisses Desjardins du Quebec955$6.12K0.00%+25+2.7%Added
Geneos Wealth Management Inc.984$6.31K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,000$6.41K0.00%−1,000−50.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,049$6.72K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,339$8.58K0.00%+152+12.8%Added
The PNC Financial Services Group, Inc.1,757$11.3K0.00%+16+0.9%Added
MAI Capital Management1,823$11.7K0.00%+20+1.1%Added
GAMMA Investing LLC1,847$11.8K0.00%+1,348+270.1%Added
Ameriflex Group, Inc.2,000$12.8K0.01%+2,000New
Quadrant Capital Group LLC2,016$12.9K0.00%+287+16.6%Added
CIBC Private Wealth Group, LLC2,308$14.6K0.00%00.0%Unchanged
Credit Agricole S A2,500$16.0K0.00%00.0%Unchanged
CWM, LLC2,837$18.0K0.00%+1,413+99.2%Added
Jones Financial Companies LLLP2,744$19.2K0.00%+632+29.9%Added
IFP Advisors, Inc3,996$25.6K0.00%+350+9.6%Added
GF Fund Management Co. Ltd.4,101$26.3K0.00%+738+21.9%Added
Amalgamated Bank5,338$34.0K0.00%+451+9.2%Added
Mirae Asset Global Investments Co., Ltd.5,382$37.7K0.00%+44+0.8%Added
Signaturefd, LLC6,617$42.4K0.00%+581+9.6%Added
Tower Research Capital LLC (TRC)6,949$44.9K0.00%−22,441−76.4%Reduced
Public Employees Retirement Association of Colorado7,873$50.0K0.00%00.0%Unchanged
KBC Group NV7,954$51.0K0.00%00.0%Unchanged
Ethic Inc.10,075$60.5K0.00%+10,075New
Danske Bank A/S9,900$63.5K0.00%+2,500+33.8%Added
Beirne Wealth Consulting Services, LLC10,000$64.1K0.02%−6,500−39.4%Reduced
Aster Capital Management (DIFC) Ltd7,782$64.8K0.01%+7,517+2,836.6%Added
TigerOak Management, L.L.C.10,640$68.2K0.03%00.0%Unchanged
Prudential Financial Inc11,503$73.7K0.00%+470+4.3%Added
Xponance, Inc.11,759$75.4K0.00%−72−0.6%Reduced