Institutional Ownership Novavax Inc (NVAX)
This table provides information about the institutional ownership of Novavax Inc (NVAX). We have compiled data on the 316 institutions that hold shares in the stock, with a total of 94.7 Million shares, which have been reported (via 13F filing form) to have a value of $821 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
40
shares
|
$382
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
29
shares
|
$276
0.0% of portfolio
|
Q4 2022
Reduced 14.71%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
25
shares
|
$238
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
24
shares
|
$229
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
21
shares
|
$200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
20
shares
|
$191
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
12
shares
|
$114
0.0% of portfolio
|
Q4 2021
Added 50.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
11
shares
|
$105
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10
shares
|
$95
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
10
shares
|
$95
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
8
shares
|
$76
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
6
shares
|
$57
0.0% of portfolio
|
Q2 2022
Reduced 86.05%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
5
shares
|
$47
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
2
shares
|
$19
0.0% of portfolio
|
Q4 2023
Reduced 96.15%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
1
shares
|
$9
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
|