Alvotech (ALVO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Ulland Investment Advisors, LLC

INCREASED

Shares115,000 from 109,500

Change+5,500 (+5%)

Value$667 (+$263)

Filed 2026-10-13

China Universal Asset Management Co., Ltd.

INCREASED

Shares61,712 from 49,663

Change+12,049 (+24%)

Value$365.3K (+$182.1K)

Filed 2026-10-28

Bourgeon Capital Management LLC

NEW

Shares42,500

Change+42,500

Value$246.5K

Filed 2026-10-19

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares17,284 from 13,956

Change+3,328 (+24%)

Value$100.2K (+$48.7K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares11,861 from 15,300

Change-3,439 (-22%)

Value$68.8K (+$12.3K)

Filed 2026-11-02

ProShare Advisors LLC

INCREASED

Shares11,726 from 10,233

Change+1,493 (+15%)

Value$68.0K (+$30.3K)

Filed 2026-10-29

Citigroup Inc

INCREASED

Shares8,989 from 7,339

Change+1,650 (+22%)

Value$52.1K (+$25.1K)

Filed 2026-11-04

GF Fund Management Co. Ltd.

INCREASED

Shares7,611 from 6,988

Change+623 (+9%)

Value$44.1K (+$18.4K)

Filed 2026-10-26

US Bancorp \de\

UNCHANGED

Shares7,281 from 7,281

Change0 (0%)

Value$42.2K (+$15.4K)

Filed 2026-11-05

Parkside Financial Bank & Trust

NEW

Shares7,082

Change+7,082

Value$41.1K

Filed 2026-10-27

Larson Financial Group LLC

UNCHANGED

Shares5,187 from 5,187

Change0 (0%)

Value$30.1K (+$10.9K)

Filed 2026-11-05

SBI Securities Co., Ltd.

INCREASED

Shares1,420 from 20

Change+1,400 (+7000%)

Value$8.2K (+$8.2K)

Filed 2026-10-22

North Star Investment Management Corp.

DECREASED

Shares509 from 645

Change-136 (-21%)

Value$3.0K (+$572)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

INCREASED

Shares465 from 206

Change+259 (+126%)

Value$2.7K (+$1.9K)

Filed 2026-11-04

Silver Grove Financial Group, Inc.

UNCHANGED

Shares255 from 255

Change0 (0%)

Value$1.5K (+$538)

Filed 2026-11-05

Bare Financial Services, Inc

DECREASED

Shares148 from 280

Change-132 (-47%)

Value$858 (-$175)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

DECREASED

Shares3 from 14

Change-11 (-79%)

Value$17 (-$35)

Filed 2026-10-29

Ascent Group, LLC

CLOSED

Shares0 from 10,445

Change-10,445 (-100%)

Value$0 (-$38.5K)

Filed 2026-10-30

Stone House Investment Management, LLC

CLOSED

Shares0 from 559

Change-559 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-23

Rubric Capital Management LPA

N/A

Shares— from 15,677,093

Change-15,677,093 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 4,263,644

Change-4,263,644 (-100%)

Value—

Bracebridge Capital, LLC

N/A

Shares— from 4,038,637

Change-4,038,637 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,689,612

Change-3,689,612 (-100%)

Value—

Farallon Capital Management, L.L.C.

N/A

Shares— from 2,859,675

Change-2,859,675 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 1,728,002

Change-1,728,002 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 1,418,392

Change-1,418,392 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,327,282

Change-1,327,282 (-100%)

Value—

Littlejohn & Co LLC

N/A

Shares— from 1,318,534

Change-1,318,534 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 998,597

Change-998,597 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 696,048

Change-696,048 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 670,041

Change-670,041 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 558,144

Change-558,144 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 529,689

Change-529,689 (-100%)

Value—

Sona Asset Management (US) LLC

N/A

Shares— from 360,000

Change-360,000 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 297,261

Change-297,261 (-100%)

Value—

UBS Group AG

N/A

Shares— from 253,482

Change-253,482 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 238,107

Change-238,107 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 151,935

Change-151,935 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 125,000

Change-125,000 (-100%)

Value—

Oaktree Capital Management LP

N/A

Shares— from 97,982

Change-97,982 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 90,477

Change-90,477 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 83,732

Change-83,732 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 78,951

Change-78,951 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 77,172

Change-77,172 (-100%)

Value—

Oaktree Fund Advisors, LLC

N/A

Shares— from 76,023

Change-76,023 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 71,788

Change-71,788 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 66,599

Change-66,599 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 49,700

Change-49,700 (-100%)

Value—

Richmond Brothers, Inc.

N/A

Shares— from 44,830

Change-44,830 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 44,465

Change-44,465 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 38,859

Change-38,859 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 37,953

Change-37,953 (-100%)

Value—

Steadtrust LLC

N/A

Shares— from 35,395

Change-35,395 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 33,821

Change-33,821 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 24,806

Change-24,806 (-100%)

Value—

Barclays PLC

N/A

Shares— from 24,357

Change-24,357 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 21,724

Change-21,724 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 21,468

Change-21,468 (-100%)

Value—

Teucrium Investment Advisors, LLC

N/A

Shares— from 17,271

Change-17,271 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 14,127

Change-14,127 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 13,012

Change-13,012 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 11,685

Change-11,685 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 11,365

Change-11,365 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 7,167

Change-7,167 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 4,529

Change-4,529 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,612

Change-3,612 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,420

Change-1,420 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 932

Change-932 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 191

Change-191 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 173

Change-173 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 156

Change-156 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 140

Change-140 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 11

Change-11 (-100%)

Value—

	Status
Ulland Investment Advisors, LLC	INCREASED	115,000	109,500	+5,500	+5%	$404	$667	+$263	2026-10-13
China Universal Asset Management Co., Ltd.	INCREASED	61,712	49,663	+12,049	+24%	$183.3K	$365.3K	+$182.1K	2026-10-28
Bourgeon Capital Management LLC	NEW	42,500	—	+42,500	—	—	$246.5K	—	2026-10-19
Mirae Asset Global Investments Co., Ltd.	INCREASED	17,284	13,956	+3,328	+24%	$51.5K	$100.2K	+$48.7K	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	11,861	15,300	-3,439	-22%	$56.5K	$68.8K	+$12.3K	2026-11-02
ProShare Advisors LLC	INCREASED	11,726	10,233	+1,493	+15%	$37.8K	$68.0K	+$30.3K	2026-10-29
Citigroup Inc	INCREASED	8,989	7,339	+1,650	+22%	$27.1K	$52.1K	+$25.1K	2026-11-04
GF Fund Management Co. Ltd.	INCREASED	7,611	6,988	+623	+9%	$25.8K	$44.1K	+$18.4K	2026-10-26
US Bancorp \de\	UNCHANGED	7,281	7,281	0	0%	$26.9K	$42.2K	+$15.4K	2026-11-05
Parkside Financial Bank & Trust	NEW	7,082	—	+7,082	—	—	$41.1K	—	2026-10-27
Larson Financial Group LLC	UNCHANGED	5,187	5,187	0	0%	$19.1K	$30.1K	+$10.9K	2026-11-05
SBI Securities Co., Ltd.	INCREASED	1,420	20	+1,400	+7000%	$74	$8.2K	+$8.2K	2026-10-22
North Star Investment Management Corp.	DECREASED	509	645	-136	-21%	$2.4K	$3.0K	+$572	2026-10-27
EverSource Wealth Advisors, LLC	INCREASED	465	206	+259	+126%	$760	$2.7K	+$1.9K	2026-11-04
Silver Grove Financial Group, Inc.	UNCHANGED	255	255	0	0%	$941	$1.5K	+$538	2026-11-05
Bare Financial Services, Inc	DECREASED	148	280	-132	-47%	$1.0K	$858	-$175	2026-11-04
Caitong International Asset Management Co., Ltd	DECREASED	3	14	-11	-79%	$52	$17	-$35	2026-10-29
Ascent Group, LLC	CLOSED	0	10,445	-10,445	-100%	$38.5K	$0	-$38.5K	2026-10-30
Stone House Investment Management, LLC	CLOSED	0	559	-559	-100%	$2.1K	$0	-$2.1K	2026-10-23
Rubric Capital Management LPA	N/A	—	15,677,093	-15,677,093	-100%	$57.8M	—	—	—
Millennium Management LLC	N/A	—	4,263,644	-4,263,644	-100%	$15.7M	—	—	—
Bracebridge Capital, LLC	N/A	—	4,038,637	-4,038,637	-100%	$14.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,689,612	-3,689,612	-100%	$14.0M	—	—	—
Farallon Capital Management, L.L.C.	N/A	—	2,859,675	-2,859,675	-100%	$10.6M	—	—	—
Citadel Advisors LLC	N/A	—	1,728,002	-1,728,002	-100%	$6.4M	—	—	—
Price T Rowe Associates Inc	N/A	—	1,418,392	-1,418,392	-100%	$5.2K	—	—	—
BlackRock, Inc.	N/A	—	1,327,282	-1,327,282	-100%	$4.9M	—	—	—
Littlejohn & Co LLC	N/A	—	1,318,534	-1,318,534	-100%	$4.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	998,597	-998,597	-100%	$3.8M	—	—	—
Legal & General Group Plc	N/A	—	696,048	-696,048	-100%	$2.7M	—	—	—
Morgan Stanley	N/A	—	670,041	-670,041	-100%	$2.5M	—	—	—
Royce & Associates LP	N/A	—	558,144	-558,144	-100%	$2.1M	—	—	—
JPMorgan Chase & Co	N/A	—	529,689	-529,689	-100%	$2.0M	—	—	—
Sona Asset Management (US) LLC	N/A	—	360,000	-360,000	-100%	$1.3M	—	—	—
Geode Capital Management, LLC	N/A	—	297,261	-297,261	-100%	$1.1M	—	—	—
UBS Group AG	N/A	—	253,482	-253,482	-100%	$935.3K	—	—	—
Hudson Bay Capital Management LP	N/A	—	238,107	-238,107	-100%	$878.6K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	151,935	-151,935	-100%	$575.1K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	125,000	-125,000	-100%	$461.3K	—	—	—
Oaktree Capital Management LP	N/A	—	97,982	-97,982	-100%	$361.6K	—	—	—
Invesco Ltd.	N/A	—	90,477	-90,477	-100%	$333.9K	—	—	—
Savant Capital, LLC	N/A	—	83,732	-83,732	-100%	$309.0K	—	—	—
Stifel Financial Corp	N/A	—	78,951	-78,951	-100%	$291.3K	—	—	—
Goldman Sachs Group Inc	N/A	—	77,172	-77,172	-100%	$284.8K	—	—	—
Oaktree Fund Advisors, LLC	N/A	—	76,023	-76,023	-100%	$280.5K	—	—	—
Marshall Wace, LLP	N/A	—	71,788	-71,788	-100%	$264.9K	—	—	—
Quadrature Capital Ltd	N/A	—	66,599	-66,599	-100%	$245.8K	—	—	—
Bank of America Corp	N/A	—	49,700	-49,700	-100%	$183.4K	—	—	—
Richmond Brothers, Inc.	N/A	—	44,830	-44,830	-100%	$165.4K	—	—	—
Tudor Investment Corp ET AL	N/A	—	44,465	-44,465	-100%	$164.1K	—	—	—
HRT Financial LP	N/A	—	38,859	-38,859	-100%	$143	—	—	—
Jane Street Group, LLC	N/A	—	37,953	-37,953	-100%	$140.0K	—	—	—
Steadtrust LLC	N/A	—	35,395	-35,395	-100%	$130.6K	—	—	—
Sculptor Capital LP	N/A	—	33,821	-33,821	-100%	$5.2K	—	—	—
AXQ Capital, LP	N/A	—	24,806	-24,806	-100%	$91.5K	—	—	—
Barclays PLC	N/A	—	24,357	-24,357	-100%	$89.9K	—	—	—
Centiva Capital, LP	N/A	—	21,724	-21,724	-100%	$80.2K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	21,468	-21,468	-100%	$79.2K	—	—	—
Teucrium Investment Advisors, LLC	N/A	—	17,271	-17,271	-100%	$63.7K	—	—	—
Prelude Capital Management, LLC	N/A	—	14,127	-14,127	-100%	$52.1K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	13,012	-13,012	-100%	$48.0K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	11,685	-11,685	-100%	$43.1K	—	—	—
XTX Topco Ltd	N/A	—	11,365	-11,365	-100%	$41.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	7,167	-7,167	-100%	$26.4K	—	—	—
Wells Fargo & Company	N/A	—	5,000	-5,000	-100%	$18.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	4,529	-4,529	-100%	$16.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,612	-3,612	-100%	$13.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,420	-1,420	-100%	$5.2K	—	—	—
Capital Analysts, LLC	N/A	—	932	-932	-100%	$3	—	—	—
Ameritas Advisory Services, LLC	N/A	—	191	-191	-100%	$705	—	—	—
Royal Bank of Canada	N/A	—	173	-173	-100%	$1.0K	—	—	—
National Bank of Canada	N/A	—	156	-156	-100%	$573	—	—	—
Smartleaf Asset Management LLC	N/A	—	140	-140	-100%	$521	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	11	-11	-100%	$41	—	—	—

Showing 74 of 74 institutions