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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,000 | $274.0K | 0.00% | +3,000 | New |
| Hurlow Wealth Management Group, Inc. | 3,024 | $276.0K | 0.18% | −40−1.3% | Reduced |
| Kore Private Wealth LLC | 3,030 | $276.0K | 0.03% | +367+13.8% | Added |
| Sargent Bickham Lagudis LLC | 3,045 | $278.0K | 0.02% | +1,194+64.5% | Added |
| Platform Technology Partners | 3,045 | $278.0K | 0.11% | +3,045 | New |
| Monticello Wealth Management, LLC | 3,061 | $279.0K | 0.03% | +381+14.2% | Added |
| Smart Money Group LLC | 3,213 | $281.0K | 0.32% | −78−2.4% | Reduced |
| Dorchester Wealth Management Co | 3,080 | $281.0K | 0.06% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 3,090 | $282.0K | 0.06% | +283+10.1% | Added |
| Rehmann Capital Advisory Group | 3,098 | $282.8K | 0.03% | −180−5.5% | Reduced |
| Level Four Advisory Services, LLC | 3,103 | $283.0K | 0.02% | +72+2.4% | Added |
| Prudent Man Advisors, LLC | 3,098 | $283.0K | 0.11% | +90+3.0% | Added |
| Red Cedar Capital, LLC | 3,140 | $286.0K | 0.18% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 3,111 | $287.0K | 0.10% | 00.0% | Unchanged |
| Investors Research Corp | 3,153 | $288.0K | 0.10% | 00.0% | Unchanged |
| Northstar Group, Inc. | 3,183 | $290.0K | 0.08% | 00.0% | Unchanged |
| Stonnington Group, LLC | 3,145 | $290.0K | 0.06% | +575+22.4% | Added |
| Courier Capital LLC | 3,185 | $291.0K | 0.03% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 3,208 | $293.0K | 0.02% | −177−5.2% | Reduced |
| Philadelphia Trust Co | 3,212 | $293.0K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,238 | $295.0K | 0.02% | −980−23.2% | Reduced |
| Family Legacy, Inc. | 3,250 | $296.0K | 0.13% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,270 | $298.0K | 0.28% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3,280 | $299.0K | 0.11% | +1,189+56.9% | Added |
| Charter Trust Co | 3,278 | $300.0K | 0.03% | −167−4.8% | Reduced |
| Stokes Family Office, LLC | 3,285 | $300.0K | 0.04% | +156+5.0% | Added |
| Meridian Wealth Management, LLC | 3,284 | $300.0K | 0.04% | +450+15.9% | Added |
| 1st Source Bank | 3,298 | $301.0K | 0.02% | −1,547−31.9% | Reduced |
| Private Trust Co NA | 3,295 | $301.0K | 0.05% | −148−4.3% | Reduced |
| Kanawha Capital Management LLC | 3,310 | $302.0K | 0.03% | −43−1.3% | Reduced |
| Plimoth Trust Co LLC | 3,309 | $302.0K | 0.08% | −20−0.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,309 | $302.0K | 0.07% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 3,303 | $302.0K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,311 | $302.1K | 0.03% | +3,311 | New |
| Moneta Group Investment Advisors LLC | 3,321 | $303.0K | 0.01% | +69+2.1% | Added |
| Port Capital LLC | 3,333 | $304.0K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,351 | $306.0K | 0.08% | +3,351 | New |
| Cozad Asset Management Inc | 3,363 | $307.0K | 0.05% | −998−22.9% | Reduced |
| Weatherly Asset Management L. P. | 3,372 | $308.0K | 0.04% | 00.0% | Unchanged |
| Hyman Charles D | 3,374 | $308.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 3,400 | $310.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,399 | $310.0K | 0.02% | +286+9.2% | Added |
| Concord Wealth Partners | 3,403 | $310.0K | 0.09% | +694+25.6% | Added |
| West Coast Financial LLC | 3,424 | $312.0K | 0.05% | −104−2.9% | Reduced |
| Kendall Capital Management | 3,418 | $312.0K | 0.18% | −100−2.8% | Reduced |
| Peoples Financial Services Corp. | 3,426 | $312.0K | 0.13% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,427 | $313.0K | 0.07% | −169−4.7% | Reduced |
| Global Retirement Partners, LLC | 3,433 | $313.0K | 0.03% | +123+3.7% | Added |
| Trustmark National Bank Trust Department | 3,449 | $314.0K | 0.02% | −1,885−35.3% | Reduced |
| Stratos Wealth Advisors, LLC | 3,441 | $314.0K | 0.03% | +3,441 | New |
| Keel Point, LLC | 3,462 | $316.0K | 0.04% | −306−8.1% | Reduced |
| Change Path, LLC | 3,481 | $317.0K | 0.02% | −126−3.5% | Reduced |
| Occidental Asset Management, LLC | 3,485 | $318.0K | 0.08% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,459 | $320.0K | 0.08% | +9+0.3% | Added |
| Formidable Asset Management, LLC | 3,503 | $321.0K | 0.07% | −178−4.8% | Reduced |
| Koss-Olinger Consulting, LLC | 3,555 | $324.0K | 0.05% | +302+9.3% | Added |
| Henry James International Management, Inc. | 3,559 | $325.0K | 0.09% | −1,400−28.2% | Reduced |
| Axiom Investment Management LLC | 3,577 | $326.0K | 0.25% | −4,319−54.7% | Reduced |
| Inlet Private Wealth, LLC | 3,576 | $326.0K | 0.09% | −46−1.3% | Reduced |
| Teamwork Financial Advisors, LLC | 3,572 | $326.0K | 0.07% | +166+4.9% | Added |
| Intersect Capital LLC | 3,596 | $328.0K | 0.06% | +708+24.5% | Added |
| Pointe Capital Management LLC | 3,608 | $329.0K | 0.23% | +125+3.6% | Added |
| KMG Fiduciary Partners, LLC | 3,608 | $329.0K | 0.06% | +703+24.2% | Added |
| Latitude Advisors, LLC | 3,618 | $330.0K | 0.24% | +41+1.1% | Added |
| Minot Wealth Management LLC | 3,576 | $331.0K | 0.07% | −2,895−44.7% | Reduced |
| Hotaling Investment Management, LLC | 3,630 | $331.0K | 0.13% | +3,630 | New |
| Round Hill Asset Management | 3,642 | $332.0K | 0.16% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,643 | $332.0K | 0.01% | +30+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 3,652 | $333.0K | 0.03% | +3,652 | New |
| Spotlight Asset Group, Inc. | 3,665 | $334.0K | 0.13% | −94−2.5% | Reduced |
| S.A. Mason LLC | 3,686 | $336.0K | 0.23% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,679 | $336.0K | 0.18% | +179+5.1% | Added |
| Parkside Financial Bank & Trust | 3,709 | $339.0K | 0.10% | +138+3.9% | Added |
| Stock Yards Bank & Trust Co | 3,728 | $340.0K | 0.02% | +777+26.3% | Added |
| Newman Dignan & Sheerar, Inc. | 3,739 | $341.0K | 0.12% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,738 | $341.0K | 0.19% | +13+0.3% | Added |
| Global Trust Asset Management, LLC | 3,747 | $342.0K | 0.16% | −185−4.7% | Reduced |
| Riverview Trust Co | 3,763 | $343.0K | 0.36% | 00.0% | Unchanged |
| Summit Financial Group Inc | 3,769 | $344.0K | 0.13% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,766 | $344.0K | 0.16% | +13+0.3% | Added |
| Murphy Capital Management Inc | 3,788 | $345.0K | 0.04% | −1,050−21.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,808 | $347.0K | 0.20% | −100−2.6% | Reduced |
| Circle Wealth Management, LLC | 3,831 | $350.0K | 0.05% | +640+20.1% | Added |
| Texas Yale Capital Corp. | 3,845 | $351.0K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,841 | $351.0K | 0.01% | +1,347+54.0% | Added |
| Sound View Wealth Advisors Group, LLC | 3,877 | $354.0K | 0.07% | −717−15.6% | Reduced |
| Veritable, L.P. | 3,917 | $357.0K | 0.01% | −144−3.5% | Reduced |
| Fox Run Management, L.L.C. | 3,920 | $358.0K | 0.33% | +3,920 | New |
| Violich Capital Management, Inc. | 3,940 | $359.0K | 0.06% | −800−16.9% | Reduced |
| Merrion Investment Management Co, LLC | 3,938 | $359.0K | 0.27% | −110−2.7% | Reduced |
| Aspiriant, LLC | 3,931 | $359.0K | 0.02% | +1,200+43.9% | Added |
| Carroll Financial Associates, Inc. | 4,018 | $366.0K | 0.02% | −138−3.3% | Reduced |
| PNC Managed Account Solutions, Inc. | 4,010 | $366.0K | 0.07% | +4,010 | New |
| UMA Financial Services, Inc. | 4,041 | $368.0K | 0.11% | −9−0.2% | Reduced |
| NEXT Financial Group, Inc | 4,057 | $370.0K | 0.03% | +290+7.7% | Added |
| Appleton Partners Inc | 4,084 | $373.0K | 0.03% | −709−14.8% | Reduced |
| Prio Wealth Limited Partnership | 4,088 | $373.0K | 0.01% | −299−6.8% | Reduced |
| Brighton Jones LLC | 4,085 | $373.0K | 0.02% | +269+7.0% | Added |
| Essex Investment Management Co LLC | 4,101 | $374.0K | 0.04% | −1,225−23.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 4,110 | $375.0K | 0.04% | −2,350−36.4% | Reduced |