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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
North Star Investment Management Corp.1,908$163.0K0.02%––
Patriot Financial Group Insurance Agency, LLC1,923$164.0K0.04%––
Maverick Capital LtdSuperinvestorMaverick Capital1,987$170.0K0.00%––
International Assets Investment Management, LLC1,855$175.0K0.02%––
Private Capital Group, LLC2,057$176.0K0.04%––
First PREMIER Bank2,065$177.0K0.06%––
Atlantic Trust, LLC2,075$177.0K0.13%––
Heritage Wealth Management, LLC2,091$179.0K0.10%––
CoreFirst Bank & Trust2,135$183.0K0.13%––
Baldwin Brothers Inc2,179$186.0K0.02%––
New England Asset Management Inc2,250$192.0K0.00%––
Trustcore Financial Services, LLC2,300$197.0K0.02%––
Defined Wealth Management, LLC2,335$200.0K0.19%––
Proficio Capital Partners LLC2,350$201.0K0.03%––
Crawford Investment Counsel Inc2,368$202.0K0.00%––
Csenge Advisory Group2,312$202.0K0.02%––
Adams Chetwood Wealth Management LLC2,360$202.0K0.15%––
Epoch Investment Partners, Inc.2,374$203.0K0.00%––
Whalerock Point Partners, LLC2,390$204.3K0.09%––
ARS Investment Partners, LLC2,400$205.0K0.02%––
CRA Financial Services, LLC2,396$205.0K0.08%––
BLB&B Advisors, LLC2,413$206.0K0.02%––
Twin Focus Capital Partners, LLC2,416$207.0K0.06%––
Farr Miller & Washington LLC2,439$208.0K0.01%––
Texas Capital Bancshares Inc2,437$208.0K0.17%––
Summit X, LLC2,401$208.0K0.06%––
Bradley Mark J.2,428$208.0K0.14%––
Tranquilli Financial Advisor LLC2,436$208.0K0.17%––
Kovack Advisors, Inc.2,444$209.0K0.03%––
Goepper Burkhardt LLC2,450$209.0K0.14%––
Roman Butler Fullerton & Co2,406$210.0K0.11%––
Good Life Advisors, LLC2,465$210.0K0.04%––
Cypress Wealth Services, LLC2,456$210.0K0.04%––
Magnus Financial Group LLC2,456$210.0K0.05%––
Deroy & Devereaux Private Investment Counsel Inc2,475$212.0K0.02%––
Liberty Wealth Management LLC2,371$212.0K0.10%––
Hancock Whitney Corp2,494$213.0K0.01%––
Wolverine Trading, LLC2,453$213.0K0.00%––
Parsec Financial Management, Inc.2,494$213.0K0.01%––
Brewin Dolphin Ltd2,500$213.7K0.01%––
Mairs & Power Inc2,530$216.0K0.00%––
Sheets Smith Wealth Management2,530$216.0K0.03%––
Budros, Ruhlin & Roe, Inc.2,525$216.0K0.03%––
River Wealth Advisors LLC2,525$216.0K0.04%––
LCM Capital Management Inc2,526$216.0K0.19%––
Brooktree Capital Management2,542$217.0K0.15%––
Focus Financial Network, Inc.2,544$217.5K0.03%––
Fiera Capital Corp2,550$218.0K0.00%––
Northside Capital Management, LLC2,546$218.0K0.06%––
Brown Miller Wealth Management, LLC2,590$221.0K0.16%––
South Street Advisors LLC2,600$222.0K0.07%––
Aptus Capital Advisors, LLC2,595$222.0K0.01%––
Oder Investment Management, LLC2,592$222.0K0.30%––
Wintrust Investments LLC2,614$223.0K0.02%––
Wealthsimple US, Ltd.2,606$223.0K0.13%––
Cornerstone Wealth Management, LLC2,626$224.0K0.03%––
Coastal Investment Advisors, Inc.2,622$224.0K0.06%––
Laidlaw Wealth Management LLC2,619$224.0K0.08%––
Vanguard Capital Wealth Advisors2,607$225.0K0.19%––
Stonnington Group, LLC2,570$225.0K0.05%––
SignalPoint Asset Management, LLC2,631$225.0K0.08%––
Chicago Capital, LLC2,640$226.0K0.01%––
Essex Savings Bank2,649$227.0K0.10%––
Kore Private Wealth LLC2,663$228.0K0.03%––
Thompson Siegel & Walmsley LLC2,675$229.0K0.00%––
Monticello Wealth Management, LLC2,680$229.0K0.03%––
Opus Capital Group, LLC2,686$230.0K0.06%––
Argent Advisors, Inc.2,696$230.0K0.15%––
Qube Research & Technologies Ltd2,706$231.0K0.00%––
Claro Advisors LLC2,702$231.0K0.12%––
Financial Engines Advisors L.L.C.2,709$232.0K0.00%––
Blume Capital Management, Inc.2,718$232.0K0.09%––
B. Riley Wealth Management, Inc.2,710$232.0K0.03%––
Concord Wealth Partners2,709$232.0K0.08%––
PDS Planning, Inc2,730$233.0K0.07%––
20/20 Capital Management, Inc.2,723$233.0K0.07%––
Aspiriant, LLC2,731$234.0K0.01%––
Keebeck Alpha, LP2,741$234.0K0.10%––
Rockland Trust Co2,771$237.0K0.02%––
9258 Wealth Management, LLC2,776$237.0K0.07%––
Nwam LLC2,782$238.0K0.02%––
Palladiem, LLC2,793$239.0K0.21%––
Cornell Pochily Investment Advisors, Inc.2,801$239.0K0.11%––
Mitchell Capital Management Co2,807$240.0K0.06%––
Abundance Wealth Counselors2,818$241.0K0.06%––
Washington Trust Co2,830$242.0K0.01%––
Meridian Wealth Management, LLC2,834$242.0K0.04%––
JBJ Investment Partners, LLC2,851$244.0K0.05%––
Personal Cfo Solutions, LLC2,864$245.0K0.05%––
Pacifica Partners Inc.2,836$246.0K0.20%––
Intersect Capital LLC2,888$247.0K0.05%––
KMG Fiduciary Partners, LLC2,905$248.0K0.05%––
CIBC Asset Management Inc2,906$249.0K0.00%––
Forte Capital LLC2,912$249.0K0.04%––
Advisory Resource Group2,917$249.0K0.12%––
Wealth Alliance Advisory Group, LLC2,922$250.0K0.13%––
Marcum Wealth, LLC2,936$251.0K0.04%––
Stock Yards Bank & Trust Co2,951$252.0K0.02%––
Savant Capital, LLC2,970$254.0K0.01%––
Berkeley Capital Partners, LLC2,966$254.0K0.12%––