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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
Thomasville National Bank8,475$699.0K0.13%––
Lantz Financial LLC8,173$699.0K0.40%––
Alexandria Capital, LLC8,243$705.0K0.07%––
Arvest Bank Trust Division8,276$707.0K0.04%––
OmniStar Financial Group, Inc.8,286$708.0K0.90%––
Parallel Advisors, LLC8,290$709.0K0.03%––
Holderness Investments Co8,326$712.0K0.26%––
Pinnacle Wealth Planning Services, Inc.8,327$712.0K0.18%––
Paces Ferry Wealth Advisors, LLC8,370$715.0K0.62%––
Farmers National Bank8,376$716.0K0.27%––
Dillon & Associates Inc8,449$718.0K0.15%––
Mission Wealth Management, LP8,398$718.0K0.04%––
Salem Capital Management Inc8,444$722.0K0.43%––
Central Trust Co8,483$725.0K0.03%––
Qtron Investments LLC8,488$726.0K0.20%––
Mayflower Financial Advisors, LLC8,626$737.0K0.11%––
First Foundation Advisors8,681$742.0K0.03%––
Lee Danner & Bass Inc8,789$751.0K0.07%––
Cutter & CO Brokerage, Inc.8,794$752.0K0.18%––
Kovitz Investment Group Partners, LLC8,867$758.0K0.02%––
Klingenstein Fields & Co LP8,902$761.0K0.03%––
Sittner & Nelson, LLC8,965$766.0K0.57%––
Spire Wealth Management8,880$766.0K0.02%––
Prudential Financial Inc9,100$778.0K0.00%––
Anchor Investment Management, LLC9,115$779.1K0.12%––
Mountain Capital Investment Advisors, Inc9,095$788.0K0.40%––
Verdence Capital Advisors LLC9,247$790.0K0.13%––
Corient Capital Partners, LLC9,252$791.0K0.07%––
Lake Street Advisors Group, LLC9,296$795.0K0.06%––
Baker Chad R9,315$796.0K0.19%––
Thornburg Investment Management Inc9,370$801.0K0.01%––
Wealthsource Partners, LLC9,372$801.0K0.08%––
Beaton Management Co. Inc.9,447$808.0K0.56%––
Griffin Asset Management, Inc.9,516$813.0K0.10%––
Knowledge Leaders Capital, LLC9,512$813.0K0.65%––
Radnor Capital Management, LLC9,525$814.0K0.26%––
Accretive Wealth Partners, LLC9,524$814.0K0.73%––
D.B. Root & Company, LLC9,589$819.0K0.32%––
Highland Capital Management, LLC9,679$827.0K0.05%––
Drexel Morgan & Co.9,720$831.0K0.21%––
Arjuna Capital9,730$832.0K0.41%––
Diversified Trust Co9,764$835.0K0.03%––
Liberty One Investment Management, LLC9,781$836.0K0.15%––
Wade G W & Inc9,820$839.0K0.04%––
Cannell Peter B & Co Inc9,827$840.0K0.03%––
Roundview Capital LLC9,879$844.0K0.11%––
Neville Rodie & Shaw Inc9,932$849.0K0.07%––
Delta Financial Advisors LLC9,936$849.0K0.40%––
Jane Street Group, LLC10,050$860.0K0.00%––
Bluestein R H & Co10,100$863.0K0.04%––
Mutual Advisors, LLC10,181$870.0K0.06%––
CX Institutional10,202$872.0K0.08%––
Nicholas Hoffman & Company, LLC.10,256$877.0K0.18%––
Altium Wealth Management LLC10,301$881.0K0.07%––
Fortem Financial Group, LLC10,357$885.0K0.51%––
King Luther Capital Management Corp10,431$892.0K0.00%––
GFS Advisors, LLC10,475$895.0K0.21%––
Graypoint LLC10,540$901.0K0.14%––
Colony Group LLC10,584$905.0K0.02%––
First Hawaiian Bank10,659$912.0K0.04%––
FRG Family Wealth Advisors LLC10,772$921.0K0.19%––
Moser Wealth Advisors, LLC10,840$927.0K0.65%––
Carnegie Capital Asset Management, LLC10,864$929.0K0.04%––
TCF National Bank10,966$938.0K0.11%––
Elmwood Wealth Management, Inc.11,017$942.0K0.57%––
Virtu Financial LLC11,028$943.0K0.07%––
Princeton Global Asset Management LLC11,182$956.0K0.31%––
Ethic Inc.11,190$957.0K0.17%––
Greenwich Wealth Management LLC11,291$965.0K0.08%––
JNBA Financial Advisors11,537$986.0K0.14%––
Richard P Slaughter Associates Inc11,644$995.0K0.41%––
BTC Capital Management, Inc.11,742$1.00M0.11%––
Sawtooth Solutions, LLC11,833$1.01M0.22%––
Abbrea Capital, LLC11,831$1.01M0.17%––
Sigma Planning Corp11,863$1.01M0.03%––
Guggenheim Capital LLC11,909$1.02M0.01%––
Associated Banc-Corp12,402$1.02M0.06%––
Transcend Wealth Collective, LLC12,003$1.02M0.12%––
Cordatus Wealth Management LLC12,006$1.03M0.39%––
Tiaa, FSB12,169$1.04M0.00%––
LCNB Corp12,187$1.04M0.57%––
Eagle Asset Management Inc12,140$1.04M0.00%––
Norway Savings Bank12,248$1.05M0.55%––
Comerica Securities,inc.12,464$1.06M0.08%––
Cypress Asset Management Inc12,465$1.07M0.30%––
Kensington Investment Counsel, LLC12,499$1.07M0.80%––
Snowden Capital Advisors LLC12,504$1.07M0.06%––
Hantz Financial Services, Inc.12,501$1.07M0.04%––
Buckingham Strategic Wealth, LLC12,576$1.07M0.05%––
Fred Alger Management, LLC12,591$1.08M0.00%––
Becker Capital Management Inc12,617$1.08M0.05%––
JustInvest LLC12,623$1.08M0.16%––
Burns J W & Co Inc12,708$1.09M0.18%––
Stratos Wealth Partners, LTD.12,710$1.09M0.03%––
Silvercrest Asset Management Group LLC12,758$1.09M0.01%––
Financial Advocates Investment Management13,806$1.09M0.08%––
Financial Architects, Inc12,846$1.10M0.17%––
Delphi Management Inc12,874$1.10M1.17%––
Dorsey & Whitney Trust CO LLC12,907$1.10M0.11%––
Simmons Bank13,056$1.12M0.08%––