Institutional Ownership Novavax Inc (NVAX)
This table provides information about the institutional ownership of Novavax Inc (NVAX). We have compiled data on the 310 institutions that hold shares in the stock, with a total of 95.7 Million shares, which have been reported (via 13F filing form) to have a value of $667 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
49
shares
|
$341
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
49
shares
|
$341
0.0% of portfolio
|
Q3 2025
Reduced 23.44%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
45
shares
|
$313
0.0% of portfolio
|
Q4 2023
Reduced 18.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
40
shares
|
$278
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
29
shares
|
$202
0.0% of portfolio
|
Q4 2022
Reduced 14.71%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
28
shares
|
$195
0.0% of portfolio
|
Q3 2025
Reduced 70.53%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
25
shares
|
$174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20
shares
|
$139
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
12
shares
|
$83
0.0% of portfolio
|
Q4 2021
Added 50.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10
shares
|
$69
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
8
shares
|
$55
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
6
shares
|
$41
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
6
shares
|
$41
0.0% of portfolio
|
Q2 2022
Reduced 86.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2
shares
|
$13
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
1
shares
|
$6
0.0% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|