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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
D.B. Root & Company, LLC9,589$819.0K0.32%––
Radnor Capital Management, LLC9,525$814.0K0.26%––
Accretive Wealth Partners, LLC9,524$814.0K0.73%––
Griffin Asset Management, Inc.9,516$813.0K0.10%––
Knowledge Leaders Capital, LLC9,512$813.0K0.65%––
Beaton Management Co. Inc.9,447$808.0K0.56%––
Thornburg Investment Management Inc9,370$801.0K0.01%––
Wealthsource Partners, LLC9,372$801.0K0.08%––
Baker Chad R9,315$796.0K0.19%––
Lake Street Advisors Group, LLC9,296$795.0K0.06%––
Corient Capital Partners, LLC9,252$791.0K0.07%––
Verdence Capital Advisors LLC9,247$790.0K0.13%––
Mountain Capital Investment Advisors, Inc9,095$788.0K0.40%––
Anchor Investment Management, LLC9,115$779.1K0.12%––
Prudential Financial Inc9,100$778.0K0.00%––
Sittner & Nelson, LLC8,965$766.0K0.57%––
Spire Wealth Management8,880$766.0K0.02%––
Klingenstein Fields & Co LP8,902$761.0K0.03%––
Kovitz Investment Group Partners, LLC8,867$758.0K0.02%––
Cutter & CO Brokerage, Inc.8,794$752.0K0.18%––
Lee Danner & Bass Inc8,789$751.0K0.07%––
First Foundation Advisors8,681$742.0K0.03%––
Mayflower Financial Advisors, LLC8,626$737.0K0.11%––
Qtron Investments LLC8,488$726.0K0.20%––
Central Trust Co8,483$725.0K0.03%––
Salem Capital Management Inc8,444$722.0K0.43%––
Dillon & Associates Inc8,449$718.0K0.15%––
Mission Wealth Management, LP8,398$718.0K0.04%––
Farmers National Bank8,376$716.0K0.27%––
Paces Ferry Wealth Advisors, LLC8,370$715.0K0.62%––
Holderness Investments Co8,326$712.0K0.26%––
Pinnacle Wealth Planning Services, Inc.8,327$712.0K0.18%––
Parallel Advisors, LLC8,290$709.0K0.03%––
OmniStar Financial Group, Inc.8,286$708.0K0.90%––
Arvest Bank Trust Division8,276$707.0K0.04%––
Alexandria Capital, LLC8,243$705.0K0.07%––
Thomasville National Bank8,475$699.0K0.13%––
Lantz Financial LLC8,173$699.0K0.40%––
Cape Cod Five Cents Savings Bank8,161$698.0K0.08%––
Covington Capital Management8,163$698.0K0.03%––
Ritholtz Wealth Management8,167$698.0K0.06%––
Ballentine Partners, LLC8,116$693.0K0.03%––
Valmark Advisers, Inc.8,086$691.0K0.01%––
Brookstone Capital Management8,083$691.0K0.03%––
Ar Asset Management Inc8,050$688.0K0.21%––
Cetera Advisors LLC8,033$687.0K0.02%––
Boothbay Fund Management, LLC8,020$686.0K0.04%––
Tower Research Capital LLC (TRC)8,010$685.0K0.01%––
Community Bank, N.A.8,006$685.0K0.09%––
Total Clarity Wealth Management, Inc.8,010$685.0K0.39%––
Principle Wealth Partners LLC8,006$684.0K0.08%––
Axiom Investment Management LLC7,896$674.0K0.55%––
Rosenbaum Jay D.7,872$673.0K1.15%––
Moloney Securities Asset Management, LLC7,843$670.0K0.13%––
Penobscot Investment Management Company, Inc.7,820$668.0K0.11%––
Venturi Wealth Management, LLC7,782$665.0K0.06%––
Means Investment Co., Inc.7,724$660.0K0.15%––
Susquehanna International Group, LLP7,711$659.0K0.00%––
Cetera Advisor Networks LLC7,701$658.0K0.01%––
Quadrant Capital Group LLC7,690$657.0K0.11%––
Artisan Partners Limited Partnership7,563$647.0K0.00%––
Diamond Hill Capital Management Inc7,556$646.0K0.00%––
Woodstock Corp7,540$645.0K0.08%––
Valeo Financial Advisors, LLC7,534$644.0K0.03%––
Walter & Keenan Financial Consulting Co7,474$639.0K0.23%––
Lido Advisors, LLC7,471$639.0K0.02%––
Proequities, Inc.7,331$627.0K0.04%––
Redwood Investment Management, LLC7,117$608.0K0.12%––
Pathstone Family Office, LLC7,091$606.0K0.02%––
NTV Asset Management LLC7,083$605.0K0.11%––
Archford Capital Strategies, LLC6,910$603.0K0.16%––
TrinityPoint Wealth, LLC7,060$603.0K0.14%––
American Portfolios Advisors6,992$597.7K0.03%––
Kingsview Wealth Management, LLC6,919$596.0K0.03%––
Lincoln National Corp6,940$593.0K0.01%––
Gradient Investments LLC6,859$586.0K0.02%––
Gibraltar Capital Management, Inc.6,753$581.0K0.30%––
Avantax Advisory Services, Inc.6,786$580.0K0.01%––
Essex Financial Services, Inc.6,744$576.0K0.10%––
Ashfield Capital Partners, LLC6,699$573.0K0.05%––
Marotta Asset Management6,638$571.4K0.15%––
Weather Gauge Advisory, LLC6,616$566.0K0.67%––
Beacon Pointe Advisors, LLC6,571$563.0K0.03%––
Bard Financial Services, Inc.6,500$556.0K0.05%––
Analyst IMS Investment Management Services Ltd.6,460$553.0K0.07%––
Minot Wealth Management LLC6,471$553.0K0.14%––
Penbrook Management LLC6,460$552.0K0.40%––
EP Wealth Advisors, LLC6,462$552.0K0.02%––
Caldwell Trust Co6,422$549.0K0.08%––
Montag A & Associates Inc6,364$544.0K0.03%––
Foster & Motley Inc6,359$544.0K0.05%––
Hilltop Holdings Inc.6,339$542.0K0.07%––
Clear Perspective Advisors, LLC6,330$541.0K0.21%––
Williams Jones Wealth Management, LLC.6,312$540.0K0.01%––
Great Diamond Partners, LLC6,315$539.0K0.17%––
E&G Advisors, LP6,298$538.0K0.16%––
IHT Wealth Management, LLC6,298$538.0K0.04%––
First City Capital Management, Inc.6,107$535.0K0.31%––
Ledyard National Bank6,240$534.0K0.06%––
Mraz, Amerine & Associates, Inc.6,245$534.0K0.16%––