Novartis AG
NVS- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001114448
No open-market purchases or sales by Novartis AG insiders were filed in the last 90 days; 1,626 institutions reported holding it in 13F filings for Q2 2026, worth $21.3B in total; Maverick Capital is the only superinvestor holding it.
Other share classesNVSEF
13F holders, Q2 2026
Institutional positions in Novartis AG as of Jun 30, 2026. 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
- 1,626
- +43 vs. Q1 2026
- Shares held
- 135.8M
- −5.80M (−4.1%) vs. Q1 2026
- Total value
- $21.3B
- −$335.2M (−1.6%) vs. Q1 2026
- New holders
- 132
- 530 more added
- Sold out
- 89
- 579 more reduced
22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NVS 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,626 | $21.3B |
| Q1 2026 | 1,605 | $22.0B |
| Q4 2025 | 1,515 | $18.5B |
| Q3 2025 | 1,405 | $17.3B |
| Q2 2025 | 1,387 | $16.2B |
| Q1 2025 | 1,361 | $15.4B |
| Q4 2024 | 1,345 | $12.7B |
| Q3 2024 | 1,314 | $15.2B |
| Q2 2024 | 1,309 | $14.7B |
| Q1 2024 | 1,254 | $15.0B |
| Q4 2023 | 1,274 | $15.0B |
| Q3 2023 | 1,225 | $15.1B |
| Q2 2023 | 1,203 | $15.0B |
| Q1 2023 | 1,182 | $15.4B |
| Q4 2022 | 1,183 | $15.5B |
| Q3 2022 | 1,088 | $14.0B |
| Q2 2022 | 1,142 | $16.9B |
| Q1 2022 | 1,137 | $18.3B |
| Q4 2021 | 1,147 | $18.5B |
| Q3 2021 | 1,083 | $18.0B |
| Q2 2021 | 1,123 | $19.8B |
| Q1 2021 | 1,138 | $18.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 15,523,378 | $2.43B | 0.72% | +1,637,629+11.8% | Added |
| Morgan Stanley | 8,726,827 | $1.37B | 0.07% | +199,790+2.3% | Added |
| Dimensional Fund Advisors LP | 8,117,586 | $1.27B | 0.23% | +7,470+0.1% | Added |
| Primecap Management Co | 6,592,124 | $1.03B | 0.61% | −975,230−12.9% | Reduced |
| Loomis Sayles & Co L P | 5,239,309 | $821.1M | 1.03% | −186,791−3.4% | Reduced |
| Bank of America Corp | 4,909,938 | $769.5M | 0.05% | −52,856−1.1% | Reduced |
| Franklin Resources Inc | 3,251,281 | $509.5M | 0.11% | −158,663−4.7% | Reduced |
| BlackRock, Inc. | 3,047,988 | $477.7M | 0.01% | +98,228+3.3% | Added |
| Goldman Sachs Group Inc | 2,980,168 | $467.1M | 0.05% | −3,545,603−54.3% | Reduced |
| Northern Trust Corp | 2,792,745 | $437.7M | 0.05% | +6,517+0.2% | Added |
| Natixis Advisors, L.P. | 2,386,527 | $374.0M | 0.42% | +150,371+6.7% | Added |
| Envestnet Asset Management Inc | 2,330,979 | $365.3M | 0.09% | +19,595+0.8% | Added |
| JPMorgan Chase & Co | 2,264,447 | $356.9M | 0.02% | +459,771+25.5% | Added |
| Jupiter Topco LLC | 2,221,362 | $348.1M | 0.14% | +2,221,362 | New |
| GQG Partners LLC | 2,151,131 | $337.1M | 0.63% | −296,141−12.1% | Reduced |
| FMR LLC | 2,057,404 | $322.4M | 0.01% | +364,411+21.5% | Added |
| Cullen Capital Management LLC | 2,033,040 | $318.6M | 3.13% | −4,922−0.2% | Reduced |
| Jones Financial Companies LLLP | 1,974,043 | $306.8M | 0.12% | +152,247+8.4% | Added |
| WCM Investment Management, LLC | 1,904,349 | $300.1M | 0.54% | +441,169+30.2% | Added |
| Wells Fargo & Company | 1,828,817 | $286.6M | 0.05% | −66,860−3.5% | Reduced |
| Raymond James Financial Inc | 1,801,337 | $282.3M | 0.08% | −130,536−6.8% | Reduced |
| Principal Financial Group Inc | 1,565,796 | $245.4M | 0.12% | +33,007+2.2% | Added |
| UBS Group AG | 1,184,422 | $185.6M | 0.03% | −608,731−33.9% | Reduced |
| Holocene Advisors, LP | 1,037,332 | $162.6M | 0.37% | +1,037,332 | New |
| Chevy Chase Trust Holdings, Inc. | 1,033,709 | $162.0M | 0.42% | −16,085−1.5% | Reduced |
| Lord, Abbett & Co. LLC | 1,002,335 | $157.1M | 0.45% | +172,049+20.7% | Added |
| Truist Financial Corp | 968,701 | $151.8M | 0.18% | +26,883+2.9% | Added |
| Earnest Partners LLC | 886,634 | $139.0M | 0.50% | +1,344+0.2% | Added |
| Renaissance Technologies LLC | 788,033 | $123.5M | 0.17% | −323,800−29.1% | Reduced |
| Dodge & Cox | 759,373 | $119.0M | 0.06% | −6,208,010−89.1% | Reduced |
| Millennium Management LLC | 758,029 | $118.8M | 0.08% | +758,029 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 740,532 | $116.1M | 0.22% | +235,092+46.5% | Added |
| American Century Companies Inc | 707,061 | $110.8M | 0.05% | +3,883+0.6% | Added |
| LPL Financial LLC | 666,272 | $104.4M | 0.02% | +45,845+7.4% | Added |
| Royal Bank of Canada | 638,682 | $100.1M | 0.02% | +19,972+3.2% | Added |
| Van Eck Associates Corp | 633,523 | $99.3M | 0.06% | −258,280−29.0% | Reduced |
| SEI Investments Co | 591,566 | $92.7M | 0.08% | −27,708−4.5% | Reduced |
| NewEdge Wealth, LLC | 579,486 | $90.8M | 0.92% | +32,981+6.0% | Added |
| Harding Loevner LP | 578,234 | $90.5M | 0.85% | −6,021−1.0% | Reduced |
| Bristol John W & Co Inc | 557,777 | $87.4M | 1.29% | −4,060−0.7% | Reduced |
| Creative Planning | 546,659 | $85.7M | 0.05% | +17,845+3.4% | Added |
| CIBC Bancorp USA Inc. | 524,073 | $82.1M | 0.10% | −13,740−2.6% | Reduced |
| Ameriprise Financial Inc | 508,398 | $79.7M | 0.02% | −24,156−4.5% | Reduced |
| Harvest Portfolios Group Inc. | 457,045 | $71.6M | 1.01% | +2,364+0.5% | Added |
| Assetmark, Inc | 442,978 | $69.4M | 0.12% | +39,204+9.7% | Added |
| CI Private Wealth, LLC | 437,208 | $68.5M | 0.09% | −3,318−0.8% | Reduced |
| TCTC Holdings, LLC | 393,932 | $61.7M | 1.62% | +680.0% | Added |
| Quantinno Capital Management LP | 386,332 | $60.5M | 0.07% | +45,604+13.4% | Added |
| Charles Schwab Investment Management Inc | 384,386 | $60.2M | 0.01% | +38,976+11.3% | Added |
| BNP Paribas Arbitrage, SA | 379,597 | $59.5M | 0.03% | +258,557+213.6% | Added |
| Farallon Capital Management, L.L.C. | 363,000 | $56.9M | 0.33% | +363,000 | New |
| Agf Management Ltd | 360,354 | $56.5M | 0.22% | +360,354 | New |
| First Trust Advisors LP | 353,224 | $55.4M | 0.03% | −13,335−3.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 335,528 | $52.6M | 0.25% | +15,501+4.8% | Added |
| Cerity Partners LLC | 334,595 | $52.4M | 0.06% | +4,685+1.4% | Added |
| Stifel Financial Corp | 330,309 | $51.8M | 0.04% | +12,592+4.0% | Added |
| Marshall Wace, LLP | 330,061 | $51.7M | 0.04% | +8,005+2.5% | Added |
| Bank of New York Mellon Corp | 328,948 | $51.6M | 0.01% | +1,131+0.3% | Added |
| Citadel Advisors LLC | 320,808 | $50.3M | 0.03% | +320,808 | New |
| Todd Asset Management LLC | 317,429 | $49.7M | 0.88% | −114,578−26.5% | Reduced |
| Saturna Capital CORP | 311,392 | $48.8M | 0.60% | +384+0.1% | Added |
| Scharf Investments, LLC | 310,818 | $48.7M | 1.61% | −278,414−47.3% | Reduced |
| Massachusetts Financial Services Co | 293,443 | $46.0M | 0.01% | +46,788+19.0% | Added |
| Cookson Peirce & Co Inc | 283,840 | $44.5M | 1.47% | +223+0.1% | Added |
| AQR Capital Management LLC | 281,210 | $44.1M | 0.02% | +47,339+20.2% | Added |
| HighTower Advisors, LLC | 267,821 | $42.0M | 0.04% | +3,182+1.2% | Added |
| Citigroup Inc | 265,626 | $41.6M | 0.02% | −83,163−23.8% | Reduced |
| US Bancorp | 262,178 | $41.1M | 0.04% | −6,680−2.5% | Reduced |
| MML Investors Services, LLC | 255,770 | $40.1M | 0.08% | +26,177+11.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 245,957 | $38.5M | 0.09% | −29,680−10.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 245,557 | $38.5M | 0.05% | −12,443−4.8% | Reduced |
| Janney Montgomery Scott LLC | 241,904 | $37.9M | 0.07% | −69,922−22.4% | Reduced |
| Quadrature Capital Ltd | 240,579 | $37.7M | 0.32% | +126,290+110.5% | Added |
| Midwest Trust Co | 239,181 | $37.5M | 0.42% | −3,047−1.3% | Reduced |
| Colony Group, LLC | 235,657 | $36.9M | 0.04% | −44,771−16.0% | Reduced |
| First Financial Bankshares Inc | 234,315 | $36.7M | 0.69% | +3,461+1.5% | Added |
| Promethos Capital, LLC | 233,303 | $36.6M | 9.94% | +30,210+14.9% | Added |
| Mariner, LLC | 231,391 | $36.3M | 0.04% | −10,161−4.2% | Reduced |
| TriCert Investment Counsel Inc. | 226,301 | $35.5M | 3.30% | +226,301 | New |
| The PNC Financial Services Group, Inc. | 222,881 | $34.9M | 0.02% | +2,747+1.2% | Added |
| Oppenheimer Asset Management Inc. | 217,234 | $34.0M | 0.35% | +109+0.1% | Added |
| Cetera Investment Advisers | 206,722 | $32.4M | 0.03% | +3,677+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 201,250 | $31.5M | 0.21% | −66,700−24.9% | Reduced |
| Integral Health Asset Management, LLC | 200,000 | $31.3M | 1.29% | −50,000−20.0% | Reduced |
| Brandes Investment Partners, LP | 197,593 | $31.0M | 0.22% | +8,023+4.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 195,986 | $30.7M | 0.06% | +56,424+40.4% | Added |
| Brown Advisory Inc | 186,086 | $29.2M | 0.05% | −3,081−1.6% | Reduced |
| Kestra Advisory Services, LLC | 185,906 | $29.1M | 0.09% | +132,834+250.3% | Added |
| M&T Bank Corp | 183,359 | $28.7M | 0.08% | +9,264+5.3% | Added |
| New York State Common Retirement Fund | 183,246 | $28.7M | 0.04% | +5,850+3.3% | Added |
| Godsey & Gibb Associates | 183,015 | $28.7M | 2.35% | −2,557−1.4% | Reduced |
| Parkwood LLC | 182,462 | $28.6M | 2.05% | +19,098+11.7% | Added |
| Ferguson Wellman Capital Management, Inc | 182,260 | $28.6M | 0.35% | −96−0.1% | Reduced |
| Captrust Financial Advisors | 173,384 | $27.2M | 0.04% | +12,376+7.7% | Added |
| Advisor Group Holdings, Inc. | 172,539 | $27.1M | 0.03% | +3,527+2.1% | Added |
| Managed Asset Portfolios, LLC | 165,519 | $25.9M | 2.96% | +1,231+0.7% | Added |
| QRG Capital Management, Inc. | 164,478 | $25.8M | 0.21% | +13,634+9.0% | Added |
| D.A. Davidson & Co. | 163,017 | $25.5M | 0.14% | −49,798−23.4% | Reduced |
| Mercer Global Advisors Inc | 161,839 | $25.4M | 0.03% | +1,075+0.7% | Added |
| Martin Investment Management, LLC | 157,179 | $24.6M | 8.22% | −5,025−3.1% | Reduced |