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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
Geode Capital Management, LLC65,511$5.60M0.00%––
Fairfield, Bush & Co.65,003$5.56M1.59%––
Zevin Asset Management LLC62,679$5.36M1.18%––
Patten & Patten Inc61,997$5.30M0.43%––
Beach Investment Counsel Inc60,292$5.15M0.46%––
Sepio Capital, LP59,645$5.10M0.48%––
NewEdge Wealth, LLC59,320$5.07M0.50%––
Park National Corp58,341$4.99M0.22%––
Cambridge Investment Research Advisors, Inc.58,290$4.98M0.03%––
Prentiss Smith & Co Inc57,986$4.96M2.55%––
Live Oak Private Wealth LLC57,861$4.95M1.21%––
Foyston, Gordon, & Payne Inc56,373$4.82M1.14%––
Timber Creek Capital Management LLC55,660$4.76M1.83%––
Citadel Advisors LLC55,498$4.74M0.00%––
American Research & Management Co.55,469$4.74M1.14%––
Millennium Management LLC54,673$4.67M0.01%––
Pekin Hardy Strauss, Inc.54,619$4.67M0.74%––
Whittier Trust Co54,485$4.66M0.09%––
Motco54,026$4.62M0.33%––
Matthew Goff Investment Advisor, LLC53,842$4.60M1.30%––
Parcion Private Wealth LLC53,363$4.56M0.52%––
Foster Victor Wealth Advisors, LLC52,194$4.52M0.84%––
United Capital Financial Advisers, LLC50,929$4.35M0.02%––
Garland Capital Management Inc50,855$4.35M3.28%––
Credential Qtrade Securities Inc.50,830$4.34M0.39%––
Hamel Associates, Inc.50,533$4.32M1.67%––
Farmers & Merchants Investments Inc50,159$4.29M0.21%––
Strategic Global Advisors, LLC50,149$4.29M0.77%––
Mariner, LLC49,689$4.25M0.03%––
Telos Capital Management, Inc.49,436$4.23M0.61%––
First National Bank of Omaha49,325$4.22M0.22%––
AMG National Trust Bank48,861$4.18M0.14%––
Carret Asset Management, LLC47,916$4.10M0.51%––
Haverford Trust Co47,780$4.08M0.05%––
Beacon Investment Advisory Services, Inc.47,386$4.05M0.18%––
Guardian Capital Advisors LP46,173$4.01M0.46%––
People's United Financial, Inc.46,502$3.98M0.09%––
Brinker Capital Investments, LLC45,624$3.91M0.06%––
Mercer Global Advisors Inc45,593$3.90M0.04%––
Voya Financial Advisors, Inc.44,743$3.89M0.15%––
TD Asset Management Inc45,460$3.89M0.00%––
Pacer Advisors, Inc.45,250$3.87M0.07%––
Notis-McConarty Edward44,840$3.83M1.49%––
Davis Selected Advisers44,424$3.80M0.02%––
Private Advisor Group, LLC44,147$3.77M0.04%––
Nixon Peabody Trust Co43,965$3.76M1.52%––
Country Club Trust Company, n.a.43,024$3.74M0.35%––
Marco Investment Management LLC43,732$3.74M0.49%––
Glenmede Trust Co NA43,722$3.74M0.02%––
Zeke Capital Advisors, LLC43,563$3.72M0.26%––
Keybank National Association43,325$3.70M0.02%––
Hayek Kallen Investment Management43,199$3.69M1.66%––
Private Asset Management Inc42,952$3.67M0.51%––
Wetherby Asset Management Inc42,868$3.66M0.28%––
Mar Vista Investment Partners LLC42,558$3.64M0.08%––
FDx Advisors, Inc.42,394$3.62M0.14%––
Northeast Investment Management42,362$3.62M0.21%––
Smithbridge Asset Management Inc39,970$3.42M1.46%––
Canal Capital Management, LLC39,776$3.40M1.16%––
Cardinal Capital Management39,747$3.40M0.75%––
Chesley Taft & Associates LLC38,212$3.33M0.20%––
Avitas Wealth Management LLC38,334$3.28M0.64%––
Argent Trust Co37,665$3.22M0.23%––
Clearbridge Investments, LLC37,619$3.22M0.00%––
Smith, Salley & Associates37,616$3.21M0.29%––
Synovus Financial Corp37,573$3.21M0.04%––
Westwood Holdings Group Inc.37,480$3.20M0.03%––
WealthTrust Axiom LLC37,075$3.17M1.07%––
Heritage Way Advisors, LLC36,151$3.09M1.35%––
Woodmont Investment Counsel LLC35,330$3.02M0.51%––
Catalyst Capital Advisors LLC35,092$3.00M0.17%––
Cubic Asset Management, LLC34,368$2.94M0.78%––
Royal Fund Management, LLC33,983$2.90M0.53%––
Whittier Trust Co of Nevada Inc33,892$2.90M0.13%––
Cullen/Frost Bankers, Inc.33,853$2.89M0.06%––
Page Arthur B33,846$2.89M2.16%––
Oppenheimer & Co Inc33,590$2.87M0.06%––
Moody National Bank Trust Division33,274$2.84M0.07%––
FineMark National Bank & Trust32,839$2.81M0.12%––
Summitry LLC32,310$2.76M0.18%––
Advisory Services Network, LLC30,894$2.64M0.10%––
Eagle Global Advisors LLC30,799$2.63M0.19%––
Transform Wealth, LLC30,574$2.61M0.52%––
Perennial Advisors, LLC30,565$2.61M0.82%––
American National Insurance Co30,500$2.61M0.11%––
Sandy Spring Bank30,337$2.59M0.15%––
Cohen Lawrence B30,049$2.57M1.39%––
Raymond James Trust N.A.29,970$2.56M0.09%––
Beacon Financial Group27,042$2.56M0.40%––
Moors & Cabot, Inc.29,855$2.55M0.20%––
We Are One Seven, LLC34,323$2.54M0.44%––
Steward Partners Investment Advisory, LLC29,667$2.54M0.04%––
Caisse de Depot Et Placement du Quebec29,300$2.50M0.01%––
Pittenger & Anderson Inc28,550$2.44M0.13%––
Stonebridge Capital Management Inc28,515$2.44M0.93%––
Clearstead Advisors, LLC28,199$2.41M0.20%––
Prospera Financial Services Inc27,988$2.39M0.14%––
Telemus Capital, LLC27,422$2.39M0.17%––
O'Shaughnessy Asset Management, LLC27,866$2.38M0.05%––
Cresset Asset Management, LLC27,805$2.38M0.04%––