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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
Mitchell & Pahl Private Wealth, LLC15,502$1.32M1.03%––
swisspartners Advisors Ltd15,450$1.32M1.17%––
Connolly Sarah T.15,414$1.32M1.17%––
Benedict Financial Advisors Inc15,409$1.32M0.38%––
SevenBridge Financial Group, LLC15,394$1.32M0.48%––
1832 Asset Management L.P.16,093$1.31M0.00%––
Aberdeen Wealth Management LLC15,188$1.30M1.03%––
Douglass Winthrop Advisors, LLC15,158$1.30M0.03%––
Boston Private Wealth LLC15,039$1.28M0.02%––
Cambridge Advisors Inc.14,925$1.28M0.33%––
Headinvest, LLC14,890$1.27M0.26%––
Cerity Partners LLC14,869$1.27M0.03%––
Wedbush Securities Inc14,851$1.27M0.07%––
SG Americas Securities, LLC14,822$1.27M0.01%––
CNB Bank14,770$1.26M0.87%––
Davenport & Co LLC14,485$1.24M0.01%––
Park Avenue Securities LLC14,486$1.24M0.03%––
Covenant Partners, LLC14,388$1.23M0.49%––
Old National Bancorp14,324$1.22M0.05%––
Federation des caisses Desjardins du Quebec14,293$1.22M0.01%––
AIMZ Investment Advisors, LLC14,246$1.22M0.60%––
Bryn Mawr Trust Co14,208$1.22M0.05%––
True North Advisors, LLC14,163$1.21M0.29%––
Ativo Capital Management LLC14,132$1.21M0.51%––
First Horizon Advisors, Inc.14,115$1.21M0.07%––
Benjamin F. Edwards & Company, Inc.14,021$1.20M0.06%––
Johnson Investment Counsel Inc13,891$1.19M0.02%––
Patton Albertson Miller Group, LLC13,802$1.18M0.29%––
Krilogy Financial LLC13,805$1.18M0.13%––
MAI Capital Management13,636$1.17M0.03%––
B. Metzler seel. Sohn & Co. Holding AG13,615$1.16M0.02%––
Albert D Mason Inc13,590$1.16M0.76%––
Summit Global Investments13,513$1.16M0.07%––
Fulton Bank, N.A.13,473$1.15M0.06%––
First Horizon Corp13,455$1.15M0.11%––
Wambolt & Associates, LLC13,321$1.15M0.60%––
KCM Investment Advisors LLC13,378$1.14M0.05%––
Trust Co of Oklahoma13,143$1.12M0.40%––
Simmons Bank13,056$1.12M0.08%––
Dorsey & Whitney Trust CO LLC12,907$1.10M0.11%––
Delphi Management Inc12,874$1.10M1.17%––
Financial Architects, Inc12,846$1.10M0.17%––
Financial Advocates Investment Management13,806$1.09M0.08%––
Silvercrest Asset Management Group LLC12,758$1.09M0.01%––
Burns J W & Co Inc12,708$1.09M0.18%––
Stratos Wealth Partners, LTD.12,710$1.09M0.03%––
Becker Capital Management Inc12,617$1.08M0.05%––
JustInvest LLC12,623$1.08M0.16%––
Fred Alger Management, LLC12,591$1.08M0.00%––
Buckingham Strategic Wealth, LLC12,576$1.07M0.05%––
Hantz Financial Services, Inc.12,501$1.07M0.04%––
Snowden Capital Advisors LLC12,504$1.07M0.06%––
Kensington Investment Counsel, LLC12,499$1.07M0.80%––
Cypress Asset Management Inc12,465$1.07M0.30%––
Comerica Securities,inc.12,464$1.06M0.08%––
Norway Savings Bank12,248$1.05M0.55%––
Eagle Asset Management Inc12,140$1.04M0.00%––
LCNB Corp12,187$1.04M0.57%––
Tiaa, FSB12,169$1.04M0.00%––
Cordatus Wealth Management LLC12,006$1.03M0.39%––
Transcend Wealth Collective, LLC12,003$1.02M0.12%––
Associated Banc-Corp12,402$1.02M0.06%––
Guggenheim Capital LLC11,909$1.02M0.01%––
Sigma Planning Corp11,863$1.01M0.03%––
Sawtooth Solutions, LLC11,833$1.01M0.22%––
Abbrea Capital, LLC11,831$1.01M0.17%––
BTC Capital Management, Inc.11,742$1.00M0.11%––
Richard P Slaughter Associates Inc11,644$995.0K0.41%––
JNBA Financial Advisors11,537$986.0K0.14%––
Greenwich Wealth Management LLC11,291$965.0K0.08%––
Ethic Inc.11,190$957.0K0.17%––
Princeton Global Asset Management LLC11,182$956.0K0.31%––
Virtu Financial LLC11,028$943.0K0.07%––
Elmwood Wealth Management, Inc.11,017$942.0K0.57%––
TCF National Bank10,966$938.0K0.11%––
Carnegie Capital Asset Management, LLC10,864$929.0K0.04%––
Moser Wealth Advisors, LLC10,840$927.0K0.65%––
FRG Family Wealth Advisors LLC10,772$921.0K0.19%––
First Hawaiian Bank10,659$912.0K0.04%––
Colony Group LLC10,584$905.0K0.02%––
Graypoint LLC10,540$901.0K0.14%––
GFS Advisors, LLC10,475$895.0K0.21%––
King Luther Capital Management Corp10,431$892.0K0.00%––
Fortem Financial Group, LLC10,357$885.0K0.51%––
Altium Wealth Management LLC10,301$881.0K0.07%––
Nicholas Hoffman & Company, LLC.10,256$877.0K0.18%––
CX Institutional10,202$872.0K0.08%––
Mutual Advisors, LLC10,181$870.0K0.06%––
Bluestein R H & Co10,100$863.0K0.04%––
Jane Street Group, LLC10,050$860.0K0.00%––
Neville Rodie & Shaw Inc9,932$849.0K0.07%––
Delta Financial Advisors LLC9,936$849.0K0.40%––
Roundview Capital LLC9,879$844.0K0.11%––
Cannell Peter B & Co Inc9,827$840.0K0.03%––
Wade G W & Inc9,820$839.0K0.04%––
Liberty One Investment Management, LLC9,781$836.0K0.15%––
Diversified Trust Co9,764$835.0K0.03%––
Arjuna Capital9,730$832.0K0.41%––
Drexel Morgan & Co.9,720$831.0K0.21%––
Highland Capital Management, LLC9,679$827.0K0.05%––