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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
Standard Family Office LLC3,279$280.0K0.07%––
Crew Capital Management, Ltd.3,270$280.0K0.28%––
Duncker Streett & Co Inc3,258$278.0K0.05%––
Moneta Group Investment Advisors LLC3,252$278.0K0.01%––
Family Legacy, Inc.3,250$278.0K0.13%––
Koss-Olinger Consulting, LLC3,253$278.0K0.05%––
Philadelphia Trust Co3,212$275.0K0.02%––
Circle Wealth Management, LLC3,191$273.0K0.04%––
Fort Sheridan Advisors LLC3,196$273.0K0.11%––
HM Payson & Co3,186$272.0K0.01%––
Tompkins Financial Corp3,185$272.0K0.05%––
Courier Capital LLC3,185$272.0K0.03%––
Shoker Investment Counsel, Inc.3,184$272.0K0.14%––
Northstar Group, Inc.3,183$272.0K0.08%––
Legacy Financial Advisors, Inc.3,177$272.0K0.07%––
Allred Capital Management, LLC3,178$271.6K0.12%––
Investors Research Corp3,153$270.0K0.10%––
Enterprise Financial Services Corp3,149$269.0K0.05%––
Red Cedar Capital, LLC3,140$268.0K0.18%––
Aigen Investment Management, LP3,129$267.0K0.04%––
Stokes Family Office, LLC3,129$267.0K0.04%––
Peddock Capital Advisors, LLC3,111$266.0K0.10%––
Wealthcare Advisory Partners LLC3,113$266.0K0.02%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.3,093$264.0K0.00%––
Personal Capital Advisors Corp3,088$264.0K0.00%––
Dorchester Wealth Management Co3,080$263.0K0.07%––
Hurlow Wealth Management Group, Inc.3,064$262.0K0.19%––
Wrapmanager Inc3,059$261.0K0.07%––
Vista Investment Management3,049$261.0K0.16%––
Modera Wealth Management, LLC3,039$260.0K0.02%––
BBR Partners, LLC3,026$259.0K0.02%––
Level Four Advisory Services, LLC3,031$259.0K0.02%––
Terry L. Blaker3,019$258.0K0.02%––
TownSquare Capital, LLC3,016$258.0K0.01%––
Hills Bank & Trust Co3,008$257.0K0.04%––
V Wealth Advisors LLC3,000$257.0K0.05%––
Prudent Man Advisors, LLC3,008$257.0K0.11%––
FNY Investment Advisers, LLC3,000$256.0K0.10%––
Savant Capital, LLC2,970$254.0K0.01%––
Berkeley Capital Partners, LLC2,966$254.0K0.12%––
Stock Yards Bank & Trust Co2,951$252.0K0.02%––
Marcum Wealth, LLC2,936$251.0K0.04%––
Wealth Alliance Advisory Group, LLC2,922$250.0K0.13%––
CIBC Asset Management Inc2,906$249.0K0.00%––
Forte Capital LLC2,912$249.0K0.04%––
Advisory Resource Group2,917$249.0K0.12%––
KMG Fiduciary Partners, LLC2,905$248.0K0.05%––
Intersect Capital LLC2,888$247.0K0.05%––
Pacifica Partners Inc.2,836$246.0K0.20%––
Personal Cfo Solutions, LLC2,864$245.0K0.05%––
JBJ Investment Partners, LLC2,851$244.0K0.05%––
Washington Trust Co2,830$242.0K0.01%––
Meridian Wealth Management, LLC2,834$242.0K0.04%––
Abundance Wealth Counselors2,818$241.0K0.06%––
Mitchell Capital Management Co2,807$240.0K0.06%––
Palladiem, LLC2,793$239.0K0.21%––
Cornell Pochily Investment Advisors, Inc.2,801$239.0K0.11%––
Nwam LLC2,782$238.0K0.02%––
Rockland Trust Co2,771$237.0K0.02%––
9258 Wealth Management, LLC2,776$237.0K0.07%––
Aspiriant, LLC2,731$234.0K0.01%––
Keebeck Alpha, LP2,741$234.0K0.10%––
PDS Planning, Inc2,730$233.0K0.07%––
20/20 Capital Management, Inc.2,723$233.0K0.07%––
Financial Engines Advisors L.L.C.2,709$232.0K0.00%––
Blume Capital Management, Inc.2,718$232.0K0.09%––
B. Riley Wealth Management, Inc.2,710$232.0K0.03%––
Concord Wealth Partners2,709$232.0K0.08%––
Qube Research & Technologies Ltd2,706$231.0K0.00%––
Claro Advisors LLC2,702$231.0K0.12%––
Opus Capital Group, LLC2,686$230.0K0.06%––
Argent Advisors, Inc.2,696$230.0K0.15%––
Thompson Siegel & Walmsley LLC2,675$229.0K0.00%––
Monticello Wealth Management, LLC2,680$229.0K0.03%––
Kore Private Wealth LLC2,663$228.0K0.03%––
Essex Savings Bank2,649$227.0K0.10%––
Chicago Capital, LLC2,640$226.0K0.01%––
Stonnington Group, LLC2,570$225.0K0.05%––
SignalPoint Asset Management, LLC2,631$225.0K0.08%––
Vanguard Capital Wealth Advisors2,607$225.0K0.19%––
Cornerstone Wealth Management, LLC2,626$224.0K0.03%––
Coastal Investment Advisors, Inc.2,622$224.0K0.06%––
Laidlaw Wealth Management LLC2,619$224.0K0.08%––
Wintrust Investments LLC2,614$223.0K0.02%––
Wealthsimple US, Ltd.2,606$223.0K0.13%––
South Street Advisors LLC2,600$222.0K0.07%––
Aptus Capital Advisors, LLC2,595$222.0K0.01%––
Oder Investment Management, LLC2,592$222.0K0.30%––
Brown Miller Wealth Management, LLC2,590$221.0K0.16%––
Fiera Capital Corp2,550$218.0K0.00%––
Northside Capital Management, LLC2,546$218.0K0.06%––
Focus Financial Network, Inc.2,544$217.5K0.03%––
Brooktree Capital Management2,542$217.0K0.15%––
Mairs & Power Inc2,530$216.0K0.00%––
Sheets Smith Wealth Management2,530$216.0K0.03%––
Budros, Ruhlin & Roe, Inc.2,525$216.0K0.03%––
River Wealth Advisors LLC2,525$216.0K0.04%––
LCM Capital Management Inc2,526$216.0K0.19%––
Brewin Dolphin Ltd2,500$213.7K0.01%––
Hancock Whitney Corp2,494$213.0K0.01%––