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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, Q1 2021

Institutional positions in Novartis AG as of Mar 31, 2021. 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
1,138
No complete 13F data for Q4 2020
Shares held
218.7M
No complete 13F data for Q4 2020
Total value
$18.7B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,138 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,605 institutionsQ2 2026: 1,626 institutions
Value heldQ1 2021: $18.7B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,626$21.3B
Q1 20261,605$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Novartis AG.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding NVS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Brinker Capital Investments, LLC45,624$3.91M0.06%––
People's United Financial, Inc.46,502$3.98M0.09%––
Guardian Capital Advisors LP46,173$4.01M0.46%––
Beacon Investment Advisory Services, Inc.47,386$4.05M0.18%––
Haverford Trust Co47,780$4.08M0.05%––
Carret Asset Management, LLC47,916$4.10M0.51%––
AMG National Trust Bank48,861$4.18M0.14%––
First National Bank of Omaha49,325$4.22M0.22%––
Telos Capital Management, Inc.49,436$4.23M0.61%––
Mariner, LLC49,689$4.25M0.03%––
Strategic Global Advisors, LLC50,149$4.29M0.77%––
Farmers & Merchants Investments Inc50,159$4.29M0.21%––
Hamel Associates, Inc.50,533$4.32M1.67%––
Credential Qtrade Securities Inc.50,830$4.34M0.39%––
Garland Capital Management Inc50,855$4.35M3.28%––
United Capital Financial Advisers, LLC50,929$4.35M0.02%––
Foster Victor Wealth Advisors, LLC52,194$4.52M0.84%––
Parcion Private Wealth LLC53,363$4.56M0.52%––
Matthew Goff Investment Advisor, LLC53,842$4.60M1.30%––
Motco54,026$4.62M0.33%––
Whittier Trust Co54,485$4.66M0.09%––
Pekin Hardy Strauss, Inc.54,619$4.67M0.74%––
Millennium Management LLC54,673$4.67M0.01%––
American Research & Management Co.55,469$4.74M1.14%––
Citadel Advisors LLC55,498$4.74M0.00%––
Timber Creek Capital Management LLC55,660$4.76M1.83%––
Foyston, Gordon, & Payne Inc56,373$4.82M1.14%––
Live Oak Private Wealth LLC57,861$4.95M1.21%––
Prentiss Smith & Co Inc57,986$4.96M2.55%––
Cambridge Investment Research Advisors, Inc.58,290$4.98M0.03%––
Park National Corp58,341$4.99M0.22%––
NewEdge Wealth, LLC59,320$5.07M0.50%––
Sepio Capital, LP59,645$5.10M0.48%––
Beach Investment Counsel Inc60,292$5.15M0.46%––
Patten & Patten Inc61,997$5.30M0.43%––
Zevin Asset Management LLC62,679$5.36M1.18%––
Fairfield, Bush & Co.65,003$5.56M1.59%––
Geode Capital Management, LLC65,511$5.60M0.00%––
Lowell Blake & Associates Inc.65,551$5.60M2.87%––
Franklin, Parlapiano, Turner & Welch, LLC65,685$5.62M1.89%––
Camden National Bank65,789$5.62M1.12%––
Camden National Bank65,789$5.62M1.12%––
Avalon Investment & Advisory66,500$5.68M0.13%––
Crossmark Global Holdings, Inc.66,680$5.70M0.14%––
MML Investors Services, LLC67,057$5.73M0.05%––
Twin Tree Management, LP67,920$5.81M0.22%––
Barclays PLC68,172$5.83M0.01%––
Kestra Advisory Services, LLC68,378$5.84M0.07%––
Deutsche Bank AG68,901$5.89M0.00%––
Kidder Stephen W69,791$5.97M1.93%––
Atlantic Union Bankshares Corp70,100$5.99M0.61%––
FourThought Financial, LLC73,835$6.31M0.91%––
Alliancebernstein L.P.73,847$6.31M0.00%––
Northwestern Mutual Wealth Management Co74,263$6.35M0.01%––
BBVA USA Bancshares, Inc.74,414$6.36M0.30%––
Trust Co of Vermont74,441$6.36M0.48%––
Pinnacle Associates Ltd75,730$6.47M0.12%––
Peapack Gladstone Financial Corp77,254$6.60M0.17%––
Old Mission Capital LLC77,265$6.61M0.38%––
Moreno Evelyn V79,029$6.75M1.61%––
New York State Common Retirement Fund80,283$6.86M0.01%––
Mengis Capital Management, Inc.80,742$6.90M1.53%––
ProVise Management Group, LLC80,909$6.92M0.75%––
Captrust Financial Advisors81,085$6.93M0.08%––
Cohen Capital Management, Inc.82,026$7.01M1.29%––
Allegiant Private Advisors, LLC82,186$7.03M1.28%––
Freestone Capital Holdings, LLC82,579$7.06M0.38%––
Guardian Capital LP82,684$7.07M0.12%––
TCW Group Inc82,719$7.07M0.07%––
Euro Pacific Asset Management, LLC83,134$7.11M1.82%––
Greenwood Gearhart Inc83,266$7.12M1.27%––
Atria Investments LLC83,627$7.15M0.16%––
Grimes & Company, Inc.84,084$7.19M0.35%––
Investment House LLC84,946$7.26M0.56%––
Broderick Brian C85,373$7.30M2.10%––
Creative Planning86,243$7.37M0.01%––
Fifth Third Bancorp86,973$7.43M0.03%––
Usca Ria LLC88,711$7.58M0.50%––
Dearborn Partners LLC88,768$7.59M0.32%––
Baird Financial Group, Inc.90,039$7.70M0.02%––
Federated Hermes, Inc.90,461$7.73M0.02%––
Welch & Forbes LLC90,852$7.77M0.14%––
Fiduciary Trust Co91,528$7.82M0.16%––
American Assets Investment Management, LLC93,610$8.00M1.10%––
CWM, LLC88,552$8.08M0.06%––
Gabelli Funds LLC95,000$8.12M0.05%––
Oxbow Advisors, LLC95,139$8.13M0.99%––
Buckhead Capital Management LLC96,279$8.23M1.92%––
Rathbone Brothers plc96,458$8.24M0.11%––
Puzo Michael J97,987$8.38M2.67%––
Trust Co of Virginia98,071$8.38M0.97%––
Ingalls & Snyder LLC99,057$8.47M0.40%––
Narwhal Capital Management100,809$8.62M1.17%––
Dixon Mitchell Investment Counsel Inc.103,314$8.83M0.73%––
Advisors Asset Management, Inc.104,230$8.91M0.14%––
Clifford Swan Investment Counsel LLC107,330$9.18M0.38%––
Cambridge Trust Co107,901$9.22M0.38%––
Fort Washington Investment Advisors Inc110,743$9.47M0.09%––
Allianz Asset Management GmbH113,971$9.74M0.01%––
American Century Companies Inc116,551$9.96M0.01%––