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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
Mather Group, LLC.5,507$471.0K0.01%––
Clarius Group, LLC5,507$471.0K0.05%––
Nachman Norwood & Parrott, Inc5,522$472.0K0.05%––
Armor Investment Advisors, LLC5,534$473.0K0.31%––
Gyon Technologies Capital Management, LP5,532$473.0K0.21%––
Smithfield Trust Co5,565$475.0K0.03%––
Bellecapital International Ltd.5,561$475.0K0.15%––
CenterStar Asset Management, LLC–$475.0K0.68%––
Andesa Financial Management Inc.5,584$477.0K0.16%––
O'Brien Greene & Co. Inc5,574$477.0K0.19%––
Bank of Hawaii5,589$478.0K0.03%––
Almanack Investment Partners, LLC.5,653$483.0K0.05%––
Beck Mack & Oliver LLC5,700$487.0K0.02%––
HBK Sorce Advisory LLC5,735$490.0K0.03%––
Old Port Advisors5,758$492.0K0.19%––
M Holdings Securities, Inc.5,767$493.0K0.04%––
Security Asset Management5,814$497.0K0.20%––
Plancorp, LLC5,830$498.0K0.11%––
Foresight Wealth Management, LLC5,823$498.0K0.25%––
Mark Sheptoff Financial Planning, LLC5,846$500.0K0.29%––
CFO4Life Group, LLC5,852$500.0K0.12%––
Mattern Wealth Management LLC5,854$500.0K0.18%––
Cullinan Associates Inc5,912$505.0K0.03%––
Wesbanco Bank Inc5,926$506.0K0.02%––
Davidson Trust Co5,953$507.0K0.43%––
Banco de Sabadell, S.A5,946$507.0K0.05%––
LeJeune Puetz Investment Counsel LLC5,960$509.0K0.20%––
Community Bank & Trust, Waco, Texas5,983$511.0K0.17%––
Cohen Klingenstein LLC6,000$513.0K0.02%––
Ropes Wealth Advisors LLC5,869$513.0K0.09%––
Schulhoff & Co Inc6,038$516.0K0.24%––
Argyle Capital Management Inc.6,050$517.0K0.17%––
Altfest L J & Co Inc6,077$519.0K0.12%––
Intellectus Partners, LLC6,080$520.0K0.14%––
Canandaigua National Corp6,120$523.0K0.09%––
Capital Investment Advisors, LLC6,171$527.0K0.02%––
Sunbelt Securities, Inc.6,215$531.0K0.10%––
Ledyard National Bank6,240$534.0K0.06%––
Mraz, Amerine & Associates, Inc.6,245$534.0K0.16%––
Wealth Alliance6,252$534.0K0.15%––
First City Capital Management, Inc.6,107$535.0K0.31%––
E&G Advisors, LP6,298$538.0K0.16%––
IHT Wealth Management, LLC6,298$538.0K0.04%––
Great Diamond Partners, LLC6,315$539.0K0.17%––
Williams Jones Wealth Management, LLC.6,312$540.0K0.01%––
Clear Perspective Advisors, LLC6,330$541.0K0.21%––
Hilltop Holdings Inc.6,339$542.0K0.07%––
Montag A & Associates Inc6,364$544.0K0.03%––
Foster & Motley Inc6,359$544.0K0.05%––
Caldwell Trust Co6,422$549.0K0.08%––
Penbrook Management LLC6,460$552.0K0.40%––
EP Wealth Advisors, LLC6,462$552.0K0.02%––
Analyst IMS Investment Management Services Ltd.6,460$553.0K0.07%––
Minot Wealth Management LLC6,471$553.0K0.14%––
Bard Financial Services, Inc.6,500$556.0K0.05%––
Beacon Pointe Advisors, LLC6,571$563.0K0.03%––
Weather Gauge Advisory, LLC6,616$566.0K0.67%––
Marotta Asset Management6,638$571.4K0.15%––
Ashfield Capital Partners, LLC6,699$573.0K0.05%––
Essex Financial Services, Inc.6,744$576.0K0.10%––
Avantax Advisory Services, Inc.6,786$580.0K0.01%––
Gibraltar Capital Management, Inc.6,753$581.0K0.30%––
Gradient Investments LLC6,859$586.0K0.02%––
Lincoln National Corp6,940$593.0K0.01%––
Kingsview Wealth Management, LLC6,919$596.0K0.03%––
American Portfolios Advisors6,992$597.7K0.03%––
Archford Capital Strategies, LLC6,910$603.0K0.16%––
TrinityPoint Wealth, LLC7,060$603.0K0.14%––
NTV Asset Management LLC7,083$605.0K0.11%––
Pathstone Family Office, LLC7,091$606.0K0.02%––
Redwood Investment Management, LLC7,117$608.0K0.12%––
Proequities, Inc.7,331$627.0K0.04%––
Walter & Keenan Financial Consulting Co7,474$639.0K0.23%––
Lido Advisors, LLC7,471$639.0K0.02%––
Valeo Financial Advisors, LLC7,534$644.0K0.03%––
Woodstock Corp7,540$645.0K0.08%––
Diamond Hill Capital Management Inc7,556$646.0K0.00%––
Artisan Partners Limited Partnership7,563$647.0K0.00%––
Quadrant Capital Group LLC7,690$657.0K0.11%––
Cetera Advisor Networks LLC7,701$658.0K0.01%––
Susquehanna International Group, LLP7,711$659.0K0.00%––
Means Investment Co., Inc.7,724$660.0K0.15%––
Venturi Wealth Management, LLC7,782$665.0K0.06%––
Penobscot Investment Management Company, Inc.7,820$668.0K0.11%––
Moloney Securities Asset Management, LLC7,843$670.0K0.13%––
Rosenbaum Jay D.7,872$673.0K1.15%––
Axiom Investment Management LLC7,896$674.0K0.55%––
Principle Wealth Partners LLC8,006$684.0K0.08%––
Tower Research Capital LLC (TRC)8,010$685.0K0.01%––
Community Bank, N.A.8,006$685.0K0.09%––
Total Clarity Wealth Management, Inc.8,010$685.0K0.39%––
Boothbay Fund Management, LLC8,020$686.0K0.04%––
Cetera Advisors LLC8,033$687.0K0.02%––
Ar Asset Management Inc8,050$688.0K0.21%––
Valmark Advisers, Inc.8,086$691.0K0.01%––
Brookstone Capital Management8,083$691.0K0.03%––
Ballentine Partners, LLC8,116$693.0K0.03%––
Cape Cod Five Cents Savings Bank8,161$698.0K0.08%––
Covington Capital Management8,163$698.0K0.03%––
Ritholtz Wealth Management8,167$698.0K0.06%––