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; 1,626 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, Q2 2021
Institutional positions in Novartis AG as of Jun 30, 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
- 1,123
- −5 vs. Q1 2021
- Shares held
- 216.9M
- −1.40M (−0.6%) vs. Q1 2021
- Total value
- $19.8B
- +$1.16B (+6.2%) vs. Q1 2021
- New holders
- 74
- 400 more added
- Sold out
- 79
- 416 more reduced
10 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,626 | $21.3B |
| Q1 2026 | 1,605 | $22.0B |
| Q4 2025 | 1,515 | $18.4B |
| Q3 2025 | 1,405 | $17.2B |
| Q2 2025 | 1,387 | $16.2B |
| Q1 2025 | 1,361 | $15.4B |
| Q4 2024 | 1,345 | $12.7B |
| Q3 2024 | 1,314 | $15.2B |
| Q2 2024 | 1,309 | $14.7B |
| Q1 2024 | 1,254 | $13.6B |
| Q4 2023 | 1,274 | $14.2B |
| Q3 2023 | 1,225 | $15.1B |
| Q2 2023 | 1,203 | $14.9B |
| Q1 2023 | 1,182 | $15.2B |
| Q4 2022 | 1,183 | $15.5B |
| Q3 2022 | 1,088 | $13.7B |
| Q2 2022 | 1,142 | $16.9B |
| Q1 2022 | 1,137 | $18.3B |
| Q4 2021 | 1,147 | $18.5B |
| Q3 2021 | 1,083 | $18.0B |
| Q2 2021 | 1,123 | $19.8B |
| Q1 2021 | 1,138 | $18.7B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 429 | $39.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 425 | $39.0K | 0.03% | +425 | New |
| Roble, Belko & Company, Inc | 441 | $40.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 437 | $40.0K | 0.04% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 454 | $41.0K | 0.04% | +1+0.2% | Added |
| Glen Eagle Advisors, LLC | 453 | $41.4K | 0.01% | +30+7.1% | Added |
| Hoover Financial Advisors, Inc. | 457 | $42.0K | 0.01% | −49−9.7% | Reduced |
| Anfield Capital Management, LLC | 460 | $42.0K | 0.02% | +460 | New |
| Bray Capital Advisors | 467 | $43.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 478 | $44.0K | 0.02% | −629−56.8% | Reduced |
| Parisi Gray Wealth Management | 486 | $44.0K | 0.02% | +486 | New |
| Polaris Capital Management, LLC | 500 | $46.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 502 | $46.0K | 0.01% | +110+28.1% | Added |
| TD Ameritrade Investment Management, LLC | 515 | $47.0K | 0.00% | −362−41.3% | Reduced |
| Sageworth Trust Co | 525 | $48.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 536 | $49.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Financial, llc | 538 | $49.0K | 0.01% | +61+12.8% | Added |
| Berman Capital Advisors, LLC | 552 | $50.0K | 0.01% | +33+6.4% | Added |
| Accel Wealth Management | 581 | $53.0K | 0.04% | −12−2.0% | Reduced |
| KB Financial Partners, LLC | 586 | $53.0K | 0.02% | +38+6.9% | Added |
| Artemis Wealth Advisors, LLC | 587 | $54.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 600 | $55.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 600 | $55.0K | 0.03% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 605 | $55.0K | 0.02% | +605 | New |
| Red Door Wealth Management, LLC | 634 | $57.0K | 0.02% | +634 | New |
| Evolution Wealth Advisors, LLC | 662 | $60.0K | 0.01% | −77−10.4% | Reduced |
| Wealth Quarterback LLC | 653 | $60.0K | 0.04% | +653 | New |
| Asset Dedication, LLC | 680 | $61.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 675 | $61.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 704 | $64.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 700 | $64.0K | 0.04% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 704 | $64.0K | 0.01% | +61+9.5% | Added |
| Center for Financial Planning, Inc. | 732 | $67.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 729 | $67.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 745 | $68.0K | 0.02% | +61+8.9% | Added |
| Independence Bank of Kentucky | 768 | $70.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 792 | $72.0K | 0.02% | +17+2.2% | Added |
| Bourgeon Capital Management LLC | 800 | $73.0K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 800 | $73.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 811 | $74.0K | 0.01% | −22−2.6% | Reduced |
| Pflug Koory, LLC | 810 | $74.0K | 0.04% | +100+14.1% | Added |
| Meeder Asset Management Inc | 811 | $74.0K | 0.00% | +389+92.2% | Added |
| Dividend Assets Capital, LLC | 857 | $78.0K | 0.02% | −25−2.8% | Reduced |
| Castleview Partners, LLC | 850 | $78.0K | 0.03% | +850 | New |
| Key Financial Inc | 859 | $79.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 885 | $80.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 892 | $81.4K | 0.01% | −460−34.0% | Reduced |
| First Financial Corp | 904 | $82.0K | 0.05% | 00.0% | Unchanged |
| Lee Financial Co | 900 | $82.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 895 | $82.0K | 0.01% | +100+12.6% | Added |
| Hexagon Capital Partners LLC | 905 | $83.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 936 | $85.0K | 0.01% | +1+0.1% | Added |
| Resources Management Corp | 995 | $91.0K | 0.01% | −190−16.0% | Reduced |
| Cedar Wealth Management, LLC | 1,000 | $91.0K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $91.0K | 0.05% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $91.0K | 0.04% | 0 | Unchanged |
| Hanson & Doremus Investment Management | 1,076 | $94.0K | 0.03% | −3,727−77.6% | Reduced |
| Barrett Asset Management, LLC | 1,050 | $96.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 1,101 | $100.0K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,118 | $102.0K | 0.02% | −23−2.0% | Reduced |
| Charter Oak Capital Management, LLC | 1,130 | $103.0K | 0.01% | −25−2.2% | Reduced |
| Bollard Group LLC | 1,146 | $105.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,147 | $105.0K | 0.03% | 00.0% | Unchanged |
| Truehand, Inc | 1,161 | $106.0K | 0.06% | 00.0% | Unchanged |
| City Holding Co | 1,192 | $109.0K | 0.02% | −80−6.3% | Reduced |
| Tacita Capital Inc | 1,200 | $109.0K | 0.07% | 00.0% | Unchanged |
| CKW Financial Group | 1,212 | $111.0K | 0.02% | +212+21.2% | Added |
| San Francisco Sentry Investment Group (Ca) | 1,225 | $112.0K | 0.06% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,244 | $114.0K | 0.05% | +12+1.0% | Added |
| Monetary Management Group Inc | 1,259 | $115.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,210 | $115.0K | 0.09% | +1,210 | New |
| Hoese & Co LLP | 1,275 | $116.0K | 0.13% | +825+183.3% | Added |
| Optimum Investment Advisors | 1,290 | $118.0K | 0.04% | −570−30.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,300 | $119.0K | 0.03% | +255+24.4% | Added |
| Vigilant Capital Management, LLC | 1,312 | $120.0K | 0.01% | +35+2.7% | Added |
| Security National Trust Co | 1,350 | $123.0K | 0.03% | −97−6.7% | Reduced |
| CVA Family Office, LLC | 1,346 | $123.0K | 0.04% | +169+14.4% | Added |
| JJJ Advisors Inc. | 1,357 | $124.0K | 0.05% | +69+5.4% | Added |
| First National Bank of South Miami | 1,366 | $125.0K | 0.09% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,429 | $130.0K | 0.11% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,450 | $132.0K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,450 | $132.3K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,459 | $133.0K | 0.02% | +326+28.8% | Added |
| Bedel Financial Consulting, Inc. | 1,498 | $137.0K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,521 | $139.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,526 | $140.0K | 0.01% | −50−3.2% | Reduced |
| Column Capital Advisors, LLC | 1,544 | $141.0K | 0.03% | +105+7.3% | Added |
| Rosenberg Matthew Hamilton | 1,548 | $141.0K | 0.07% | +170+12.3% | Added |
| IFP Advisors, Inc | 1,566 | $143.0K | 0.00% | +196+14.3% | Added |
| AllSquare Wealth Management LLC | 1,579 | $144.0K | 0.08% | −304−16.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,634 | $149.0K | 0.03% | −289−15.0% | Reduced |
| Webster Bank, N. A. | 1,650 | $151.0K | 0.02% | −125−7.0% | Reduced |
| Duncker Streett & Co Inc | 1,733 | $158.0K | 0.03% | −1,525−46.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,776 | $162.0K | 0.03% | +140+8.6% | Added |
| Zions Bancorporation, N.A. | 1,797 | $164.0K | 0.02% | +473+35.7% | Added |
| Harbor Investment Advisory, LLC | 1,813 | $165.0K | 0.02% | +78+4.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,877 | $171.0K | 0.06% | +770+69.6% | Added |
| JFS Wealth Advisors, LLC | 1,891 | $173.0K | 0.03% | +139+7.9% | Added |
| North Star Investment Management Corp. | 1,962 | $179.0K | 0.01% | +54+2.8% | Added |
| Trustcore Financial Services, LLC | 2,003 | $183.0K | 0.02% | −297−12.9% | Reduced |