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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
Pin Oak Investment Advisors Inc437$37.0K0.03%––
McIlrath & Eck, LLC429$37.0K0.01%––
Front Row Advisors LLC429$37.0K0.02%––
Roble, Belko & Company, Inc441$38.0K0.01%––
Hoese & Co LLP450$38.0K0.05%––
RMR Wealth Builders455$39.0K0.01%––
Better Money Decisions, LLC453$39.0K0.04%––
BNP Paribas Arbitrage, SA461$39.4K0.00%––
Litman Gregory Asset Management LLC469$40.0K0.01%––
Bray Capital Advisors467$40.0K0.01%––
Legacy Bridge, LLC467$40.0K0.03%––
Northwest Investment Counselors, LLC484$41.0K0.01%––
Ironwood Financial, llc477$41.0K0.01%––
Manchester Financial Inc494$42.0K0.02%––
Certified Advisory Corp503$43.0K0.01%––
Ade, LLC503$43.0K0.04%––
Polaris Capital Management, LLC500$44.0K0.00%––
Baystate Wealth Management LLC519$44.0K0.00%––
Berman Capital Advisors, LLC519$44.0K0.01%––
Hoover Financial Advisors, Inc.506$44.0K0.01%––
Sageworth Trust Co525$45.0K0.00%––
ShoreHaven Wealth Partners, LLC525$45.0K0.02%––
AlphaMark Advisors, LLC536$46.0K0.02%––
KB Financial Partners, LLC548$47.0K0.02%––
RBA Wealth Management, LLC574$49.1K0.04%––
Artemis Wealth Advisors, LLC587$50.0K0.01%––
Kemnay Advisory Services Inc.600$51.0K0.01%––
Accel Wealth Management593$51.0K0.04%––
Clearview Wealth Advisors LLC600$51.0K0.03%––
BerganKDV Wealth Management, LLC643$55.0K0.01%––
M&R Capital Management Inc675$57.0K0.01%––
Sugarloaf Wealth Management, LLC684$58.0K0.02%––
Asset Dedication, LLC680$59.0K0.01%––
Cordasco Financial Network700$60.0K0.04%––
Eudaimonia Partners, LLC700$60.0K0.01%––
Pflug Koory, LLC710$61.0K0.03%––
Prestige Wealth Management Group LLC704$61.0K0.02%––
GPS Wealth Strategies Group, LLC729$62.0K0.02%––
Evolution Wealth Advisors, LLC739$63.0K0.01%––
Center for Financial Planning, Inc.732$63.0K0.02%––
Glassman Wealth Services775$66.0K0.01%––
Independence Bank of Kentucky768$66.0K0.03%––
Bourgeon Capital Management LLC800$68.0K0.02%––
AdvisorNet Financial, Inc795$68.0K0.00%––
Edmond de Rothschild Holding S.A.800$68.0K0.00%––
Arkadios Wealth Advisors805$68.0K0.01%––
Howe & Rusling Inc833$71.0K0.01%––
Key Financial Inc859$73.0K0.05%––
Dividend Assets Capital, LLC882$75.0K0.01%––
Ellis Investment Partners, LLC885$76.0K0.02%––
First Financial Corp904$77.0K0.05%––
Lee Financial Co900$77.0K0.02%––
Hexagon Capital Partners LLC905$77.0K0.02%––
Focused Wealth Management, Inc935$80.0K0.01%––
TD Ameritrade Investment Management, LLC877$83.0K0.00%––
CKW Financial Group1,000$85.0K0.01%––
Cedar Wealth Management, LLC1,000$85.0K0.04%––
Fortis Advisors, LLC1,000$85.0K0.06%––
FinTrust Capital Advisors, LLC1,045$89.0K0.03%––
Barrett Asset Management, LLC1,050$90.0K0.00%––
Hudock, Inc.1,101$94.0K0.03%––
Truvestments Capital LLC1,107$95.0K0.05%––
Cary Street Partner Investment Advisory LLC1,107$95.0K0.04%––
Sonora Investment Management, LLC1,133$97.0K0.01%––
Bollard Group LLC1,146$98.0K0.00%––
WealthShield Partners, LLC1,141$98.0K0.02%––
HHM Wealth Advisors, LLC1,147$98.0K0.03%––
Truehand, Inc1,161$99.0K0.06%––
Charter Oak Capital Management, LLC1,155$99.0K0.01%––
Resources Management Corp1,185$101.0K0.02%––
CVA Family Office, LLC1,177$101.0K0.04%––
Tacita Capital Inc1,200$103.0K0.07%––
Thomas J. Herzfeld Advisors, Inc.1,232$105.0K0.05%––
San Francisco Sentry Investment Group (Ca)1,225$105.0K0.04%––
Monetary Management Group Inc1,259$108.0K0.03%––
City Holding Co1,272$109.0K0.02%––
Vigilant Capital Management, LLC1,277$109.0K0.01%––
Gables Capital Management Inc.1,277$109.0K0.06%––
JJJ Advisors Inc.1,288$110.0K0.04%––
Zions Bancorporation, N.A.1,324$113.0K0.01%––
Leonteq Securities AG1,352$115.6K0.01%––
First National Bank of South Miami1,366$117.0K0.09%––
Rosenberg Matthew Hamilton1,378$118.0K0.07%––
Kelly Financial Services LLC1,385$118.4K0.07%––
IFP Advisors, Inc1,370$120.0K0.00%––
Piscataqua Savings Bank1,429$122.0K0.11%––
Column Capital Advisors, LLC1,439$123.0K0.03%––
Heritage Wealth Advisors1,450$123.9K0.01%––
Security National Trust Co1,447$124.0K0.03%––
Orion Capital Management LLC1,450$124.0K0.09%––
Bedel Financial Consulting, Inc.1,498$128.0K0.05%––
Evoke Wealth, LLC1,521$130.0K0.01%––
Belpointe Asset Management LLC1,576$134.0K0.01%––
Graves-Light Private Wealth Management, Inc.1,636$140.0K0.02%––
Harbor Investment Advisory, LLC1,735$148.0K0.02%––
JFS Wealth Advisors, LLC1,752$150.0K0.03%––
Webster Bank, N. A.1,775$151.0K0.02%––
Sargent Bickham Lagudis LLC1,851$158.0K0.01%––
Optimum Investment Advisors1,860$159.0K0.05%––
AllSquare Wealth Management LLC1,883$161.0K0.10%––