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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
Trust Co of Oklahoma13,143$1.12M0.40%––
KCM Investment Advisors LLC13,378$1.14M0.05%––
Wambolt & Associates, LLC13,321$1.15M0.60%––
First Horizon Corp13,455$1.15M0.11%––
Fulton Bank, N.A.13,473$1.15M0.06%––
Summit Global Investments13,513$1.16M0.07%––
Albert D Mason Inc13,590$1.16M0.76%––
B. Metzler seel. Sohn & Co. Holding AG13,615$1.16M0.02%––
MAI Capital Management13,636$1.17M0.03%––
Patton Albertson Miller Group, LLC13,802$1.18M0.29%––
Krilogy Financial LLC13,805$1.18M0.13%––
Johnson Investment Counsel Inc13,891$1.19M0.02%––
Benjamin F. Edwards & Company, Inc.14,021$1.20M0.06%––
First Horizon Advisors, Inc.14,115$1.21M0.07%––
Ativo Capital Management LLC14,132$1.21M0.51%––
True North Advisors, LLC14,163$1.21M0.29%––
Bryn Mawr Trust Co14,208$1.22M0.05%––
AIMZ Investment Advisors, LLC14,246$1.22M0.60%––
Federation des caisses Desjardins du Quebec14,293$1.22M0.01%––
Old National Bancorp14,324$1.22M0.05%––
Covenant Partners, LLC14,388$1.23M0.49%––
Davenport & Co LLC14,485$1.24M0.01%––
Park Avenue Securities LLC14,486$1.24M0.03%––
CNB Bank14,770$1.26M0.87%––
SG Americas Securities, LLC14,822$1.27M0.01%––
Wedbush Securities Inc14,851$1.27M0.07%––
Cerity Partners LLC14,869$1.27M0.03%––
Headinvest, LLC14,890$1.27M0.26%––
Cambridge Advisors Inc.14,925$1.28M0.33%––
Boston Private Wealth LLC15,039$1.28M0.02%––
Douglass Winthrop Advisors, LLC15,158$1.30M0.03%––
Aberdeen Wealth Management LLC15,188$1.30M1.03%––
1832 Asset Management L.P.16,093$1.31M0.00%––
SevenBridge Financial Group, LLC15,394$1.32M0.48%––
Benedict Financial Advisors Inc15,409$1.32M0.38%––
Connolly Sarah T.15,414$1.32M1.17%––
swisspartners Advisors Ltd15,450$1.32M1.17%––
Mitchell & Pahl Private Wealth, LLC15,502$1.32M1.03%––
UBS Asset Management Americas Inc15,507$1.33M0.00%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP15,564$1.33M0.01%––
Patten Group, Inc.15,597$1.33M0.43%––
Kayne Anderson Rudnick Investment Management LLC15,625$1.34M0.00%––
Arnhold LLC15,636$1.34M0.16%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC15,671$1.34M0.14%––
Rikoon Group, LLC15,660$1.34M0.36%––
Davy Global Fund Management Ltd15,671$1.34M0.24%––
Semmax Financial Advisors Inc.15,759$1.35M0.48%––
Physicians Financial Services, Inc.15,943$1.36M0.58%––
GQG Partners LLC15,966$1.36M0.00%––
LaFleur & Godfrey LLC15,981$1.37M0.27%––
Hutner Capital Management Inc16,094$1.38M0.90%––
Rothschild Investment Corp16,121$1.38M0.12%––
MUFG Americas Holdings Corp16,410$1.40M0.03%––
Kestra Private Wealth Services, LLC16,503$1.41M0.10%––
Lester Murray Antman dba SimplyRich16,603$1.42M0.56%––
Checchi Capital Advisers, LLC16,659$1.42M0.19%––
Cetera Investment Advisers16,916$1.45M0.03%––
Roberts Glore & Co Inc16,953$1.45M0.45%––
Investment Research & Advisory Group, Inc.16,988$1.45M1.08%––
Venture Visionary Partners LLC17,006$1.45M0.12%––
Annex Advisory Services, LLC17,061$1.46M0.14%––
West Oak Capital, LLC17,115$1.46M0.63%––
Mount Yale Investment Advisors, LLC17,122$1.46M0.19%––
Providence Capital Advisors, LLC17,197$1.47M0.54%––
Huntington National Bank17,428$1.49M0.02%––
Sit Investment Associates Inc17,500$1.50M0.04%––
Aevitas Wealth Management, Inc.17,562$1.50M1.05%––
Baker Ellis Asset Management LLC17,809$1.52M0.33%––
Independent Investors Inc17,900$1.53M0.41%––
Baker Tilly Wealth Management, LLC17,974$1.54M0.31%––
Cadence Bank NA17,977$1.54M0.48%––
Laurel Wealth Advisors, Inc.18,072$1.54M0.23%––
Boston Family Office LLC17,694$1.55M0.12%––
Integrated Wealth Concepts LLC18,259$1.56M0.06%––
Coastline Trust Co18,360$1.57M0.20%––
Signaturefd, LLC18,695$1.60M0.07%––
Oarsman Capital, Inc.19,051$1.63M0.70%––
Lowe Brockenbrough & Co Inc19,235$1.64M0.16%––
Somerset Trust Co19,591$1.67M0.72%––
McKinley Capital Management LLC /Delaware19,643$1.68M0.13%––
Cary Street Partners Asset Management LLC119,438$1.68M0.41%––
Toronto Dominion Bank19,768$1.69M0.00%––
Greatmark Investment Partners, Inc.19,798$1.69M0.33%––
Chelsea Counsel Co19,800$1.69M0.84%––
HC Financial Advisors Inc19,888$1.70M1.04%––
Advisors Management Group Inc19,980$1.71M0.54%––
Caption Management, LLC20,000$1.71M0.22%––
MACRO Consulting Group20,071$1.72M0.93%––
Kahn Brothers Group Inc20,398$1.74M0.27%––
NorthCoast Asset Management LLC20,420$1.75M0.07%––
Ariel Investments, LLC20,582$1.76M0.02%––
Logan Capital Management Inc20,699$1.77M0.09%––
Bessemer Group Inc21,262$1.82M0.00%––
Creegan & Nassoura Financial Group, LLC21,325$1.82M1.63%––
Azzad Asset Management Inc21,392$1.83M0.30%––
Bristlecone Advisors, LLC21,393$1.83M0.28%––
TD Private Client Wealth LLC21,437$1.83M0.09%––
Cascade Investment Advisors, Inc.21,640$1.85M1.20%––
Valley National Advisers Inc21,843$1.87M0.36%––
EagleClaw Capital Managment, LLC21,985$1.88M0.54%––