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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; 1,625 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: 1,604 institutionsQ2 2026: 1,625 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 20261,625$21.3B
Q1 20261,604$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
Wolverine Trading, LLC2,453$213.0K0.00%––
Parsec Financial Management, Inc.2,494$213.0K0.01%––
Deroy & Devereaux Private Investment Counsel Inc2,475$212.0K0.02%––
Liberty Wealth Management LLC2,371$212.0K0.10%––
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%––
Kovack Advisors, Inc.2,444$209.0K0.03%––
Goepper Burkhardt LLC2,450$209.0K0.14%––
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%––
Twin Focus Capital Partners, LLC2,416$207.0K0.06%––
BLB&B Advisors, LLC2,413$206.0K0.02%––
ARS Investment Partners, LLC2,400$205.0K0.02%––
CRA Financial Services, LLC2,396$205.0K0.08%––
Whalerock Point Partners, LLC2,390$204.3K0.09%––
Epoch Investment Partners, Inc.2,374$203.0K0.00%––
Crawford Investment Counsel Inc2,368$202.0K0.00%––
Csenge Advisory Group2,312$202.0K0.02%––
Adams Chetwood Wealth Management LLC2,360$202.0K0.15%––
Proficio Capital Partners LLC2,350$201.0K0.03%––
Defined Wealth Management, LLC2,335$200.0K0.19%––
Trustcore Financial Services, LLC2,300$197.0K0.02%––
New England Asset Management Inc2,250$192.0K0.00%––
Baldwin Brothers Inc2,179$186.0K0.02%––
CoreFirst Bank & Trust2,135$183.0K0.13%––
Heritage Wealth Management, LLC2,091$179.0K0.10%––
First PREMIER Bank2,065$177.0K0.06%––
Atlantic Trust, LLC2,075$177.0K0.13%––
Private Capital Group, LLC2,057$176.0K0.04%––
International Assets Investment Management, LLC1,855$175.0K0.02%––
Maverick Capital LtdSuperinvestorMaverick Capital1,987$170.0K0.00%––
Patriot Financial Group Insurance Agency, LLC1,923$164.0K0.04%––
North Star Investment Management Corp.1,908$163.0K0.02%––
AllSquare Wealth Management LLC1,883$161.0K0.10%––
Optimum Investment Advisors1,860$159.0K0.05%––
Sargent Bickham Lagudis LLC1,851$158.0K0.01%––
Webster Bank, N. A.1,775$151.0K0.02%––
JFS Wealth Advisors, LLC1,752$150.0K0.03%––
Harbor Investment Advisory, LLC1,735$148.0K0.02%––
Graves-Light Private Wealth Management, Inc.1,636$140.0K0.02%––
Belpointe Asset Management LLC1,576$134.0K0.01%––
Evoke Wealth, LLC1,521$130.0K0.01%––
Bedel Financial Consulting, Inc.1,498$128.0K0.05%––
Security National Trust Co1,447$124.0K0.03%––
Orion Capital Management LLC1,450$124.0K0.09%––
Heritage Wealth Advisors1,450$123.9K0.01%––
Column Capital Advisors, LLC1,439$123.0K0.03%––
Piscataqua Savings Bank1,429$122.0K0.11%––
IFP Advisors, Inc1,370$120.0K0.00%––
Kelly Financial Services LLC1,385$118.4K0.07%––
Rosenberg Matthew Hamilton1,378$118.0K0.07%––
First National Bank of South Miami1,366$117.0K0.09%––
Leonteq Securities AG1,352$115.6K0.01%––
Zions Bancorporation, N.A.1,324$113.0K0.01%––
JJJ Advisors Inc.1,288$110.0K0.04%––
City Holding Co1,272$109.0K0.02%––
Vigilant Capital Management, LLC1,277$109.0K0.01%––
Gables Capital Management Inc.1,277$109.0K0.06%––
Monetary Management Group Inc1,259$108.0K0.03%––
Thomas J. Herzfeld Advisors, Inc.1,232$105.0K0.05%––
San Francisco Sentry Investment Group (Ca)1,225$105.0K0.04%––
Tacita Capital Inc1,200$103.0K0.07%––
Resources Management Corp1,185$101.0K0.02%––
CVA Family Office, LLC1,177$101.0K0.04%––
Truehand, Inc1,161$99.0K0.06%––
Charter Oak Capital Management, LLC1,155$99.0K0.01%––
Bollard Group LLC1,146$98.0K0.00%––
WealthShield Partners, LLC1,141$98.0K0.02%––
HHM Wealth Advisors, LLC1,147$98.0K0.03%––
Sonora Investment Management, LLC1,133$97.0K0.01%––
Truvestments Capital LLC1,107$95.0K0.05%––
Cary Street Partner Investment Advisory LLC1,107$95.0K0.04%––
Hudock, Inc.1,101$94.0K0.03%––
Barrett Asset Management, LLC1,050$90.0K0.00%––
FinTrust Capital Advisors, LLC1,045$89.0K0.03%––
CKW Financial Group1,000$85.0K0.01%––
Cedar Wealth Management, LLC1,000$85.0K0.04%––
Fortis Advisors, LLC1,000$85.0K0.06%––
TD Ameritrade Investment Management, LLC877$83.0K0.00%––
Focused Wealth Management, Inc935$80.0K0.01%––
First Financial Corp904$77.0K0.05%––
Lee Financial Co900$77.0K0.02%––
Hexagon Capital Partners LLC905$77.0K0.02%––
Ellis Investment Partners, LLC885$76.0K0.02%––
Dividend Assets Capital, LLC882$75.0K0.01%––
Key Financial Inc859$73.0K0.05%––
Howe & Rusling Inc833$71.0K0.01%––
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%––
Glassman Wealth Services775$66.0K0.01%––
Independence Bank of Kentucky768$66.0K0.03%––
Evolution Wealth Advisors, LLC739$63.0K0.01%––
Center for Financial Planning, Inc.732$63.0K0.02%––