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 |
|---|---|---|---|---|---|
| Altium Wealth Management LLC | 13,718 | $1.25M | 0.09% | +3,417+33.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,749 | $1.25M | 0.13% | −1,922−12.3% | Reduced |
| Johnson Investment Counsel Inc | 13,858 | $1.26M | 0.02% | −33−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 14,033 | $1.28M | 0.07% | +12+0.1% | Added |
| Boston Private Wealth LLC | 14,138 | $1.29M | 0.02% | −901−6.0% | Reduced |
| True North Advisors, LLC | 14,180 | $1.29M | 0.27% | +17+0.1% | Added |
| Beacon Pointe Advisors, LLC | 14,167 | $1.29M | 0.05% | +7,596+115.6% | Added |
| MAI Capital Management | 14,180 | $1.29M | 0.03% | +544+4.0% | Added |
| Wedbush Securities Inc | 14,246 | $1.30M | 0.06% | −605−4.1% | Reduced |
| AIMZ Investment Advisors, LLC | 14,246 | $1.30M | 0.58% | 00.0% | Unchanged |
| Krilogy Financial LLC | 14,402 | $1.31M | 0.13% | +597+4.3% | Added |
| Patten Group, Inc. | 14,421 | $1.32M | 0.39% | −1,176−7.5% | Reduced |
| PRW Wealth Management LLC | 14,421 | $1.32M | 0.39% | +14,421 | New |
| Toronto Dominion Bank | 14,464 | $1.32M | 0.00% | −5,304−26.8% | Reduced |
| Baker Ellis Asset Management LLC | 14,508 | $1.32M | 0.26% | −3,301−18.5% | Reduced |
| Venture Visionary Partners LLC | 14,586 | $1.33M | 0.11% | −2,420−14.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 14,658 | $1.34M | 0.03% | −500−3.3% | Reduced |
| Semmax Financial Advisors Inc. | 14,702 | $1.34M | 0.43% | −1,057−6.7% | Reduced |
| CNB Bank | 14,743 | $1.34M | 0.84% | −27−0.2% | Reduced |
| West Oak Capital, LLC | 14,775 | $1.35M | 0.53% | −2,340−13.7% | Reduced |
| MUFG Americas Holdings Corp | 14,822 | $1.35M | 0.02% | −1,588−9.7% | Reduced |
| Cambridge Advisors Inc. | 14,825 | $1.35M | 0.33% | −100−0.7% | Reduced |
| Park Avenue Securities LLC | 14,884 | $1.36M | 0.03% | +398+2.7% | Added |
| Kestra Private Wealth Services, LLC | 14,981 | $1.37M | 0.08% | −1,522−9.2% | Reduced |
| Headinvest, LLC | 15,089 | $1.38M | 0.26% | +199+1.3% | Added |
| Davenport & Co LLC | 15,076 | $1.38M | 0.01% | +591+4.1% | Added |
| Aberdeen Wealth Management LLC | 15,273 | $1.39M | 1.29% | +85+0.6% | Added |
| Physicians Financial Services, Inc. | 15,358 | $1.40M | 0.57% | −585−3.7% | Reduced |
| swisspartners Advisors Ltd | 15,450 | $1.41M | 1.10% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 15,448 | $1.41M | 0.39% | +39+0.3% | Added |
| SG Americas Securities, LLC | 15,453 | $1.41M | 0.01% | +631+4.3% | Added |
| SevenBridge Financial Group, LLC | 15,463 | $1.41M | 0.46% | +69+0.4% | Added |
| Claybrook Capital, LLC | 15,463 | $1.41M | 0.46% | +15,463 | New |
| Kayne Anderson Rudnick Investment Management LLC | 15,506 | $1.42M | 0.00% | −119−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 15,527 | $1.42M | 0.18% | −1,132−6.8% | Reduced |
| Arnhold LLC | 15,636 | $1.43M | 0.16% | 00.0% | Unchanged |
| Connolly Sarah T. | 15,664 | $1.43M | 1.17% | +250+1.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,761 | $1.44M | 0.01% | +197+1.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,787 | $1.44M | 1.03% | +285+1.8% | Added |
| LaFleur & Godfrey LLC | 15,881 | $1.45M | 0.21% | −100−0.6% | Reduced |
| Fulton Bank, N.A. | 15,910 | $1.45M | 0.07% | +2,437+18.1% | Added |
| GQG Partners LLC | 15,966 | $1.46M | 0.00% | 00.0% | Unchanged |
| Rothschild Investment Corp | 16,145 | $1.47M | 0.12% | +24+0.1% | Added |
| Lester Murray Antman dba SimplyRich | 16,603 | $1.51M | 0.70% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 16,663 | $1.52M | 0.06% | +4,162+33.3% | Added |
| Annex Advisory Services, LLC | 16,889 | $1.53M | 0.12% | −172−1.0% | Reduced |
| Roberts Glore & Co Inc | 16,853 | $1.54M | 0.46% | −100−0.6% | Reduced |
| Deutsche Bank AG | 16,875 | $1.54M | 0.00% | −52,026−75.5% | Reduced |
| King Luther Capital Management Corp | 16,909 | $1.54M | 0.01% | +6,478+62.1% | Added |
| Prospera Financial Services Inc | 16,981 | $1.55M | 0.08% | −11,007−39.3% | Reduced |
| Cadence Bank NA | 17,086 | $1.56M | 0.47% | −891−5.0% | Reduced |
| Cary Street Partners Asset Management LLC | 17,227 | $1.57M | 0.38% | −102,211−85.6% | Reduced |
| Coastline Trust Co | 17,300 | $1.58M | 0.20% | −1,060−5.8% | Reduced |
| Boston Family Office LLC | 17,344 | $1.58M | 0.11% | −350−2.0% | Reduced |
| Sit Investment Associates Inc | 17,500 | $1.60M | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,545 | $1.60M | 0.03% | +629+3.7% | Added |
| Laurel Wealth Advisors, Inc. | 17,839 | $1.63M | 0.21% | −233−1.3% | Reduced |
| Independent Investors Inc | 17,900 | $1.63M | 0.40% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 18,209 | $1.66M | 1.06% | +647+3.7% | Added |
| Providence Capital Advisors, LLC | 18,292 | $1.67M | 0.54% | +1,095+6.4% | Added |
| Berkshire Bank | 18,391 | $1.68M | 0.41% | −8,764−32.3% | Reduced |
| Integrated Wealth Concepts LLC | 18,464 | $1.69M | 0.06% | +205+1.1% | Added |
| Baker Tilly Wealth Management, LLC | 18,914 | $1.73M | 0.28% | +940+5.2% | Added |
| Mount Yale Investment Advisors, LLC | 19,314 | $1.76M | 0.21% | +2,192+12.8% | Added |
| McKinley Capital Management LLC /Delaware | 19,320 | $1.76M | 0.12% | −323−1.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 19,387 | $1.77M | 0.16% | +152+0.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 19,400 | $1.77M | 0.00% | +19,400 | New |
| Seven Eight Capital, LP | 19,397 | $1.77M | 0.25% | +19,397 | New |
| Somerset Trust Co | 19,656 | $1.79M | 0.73% | +65+0.3% | Added |
| FORA Capital, LLC | 19,753 | $1.80M | 0.34% | +15,888+411.1% | Added |
| Chelsea Counsel Co | 19,800 | $1.81M | 0.83% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 19,807 | $1.81M | 0.00% | +4,300+27.7% | Added |
| Advisors Management Group Inc | 19,987 | $1.82M | 0.54% | +70.0% | Added |
| NorthCoast Asset Management LLC | 20,210 | $1.85M | 0.07% | −210−1.0% | Reduced |
| HC Financial Advisors Inc | 20,263 | $1.85M | 1.08% | +375+1.9% | Added |
| Kahn Brothers Group Inc | 20,398 | $1.86M | 0.27% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 20,484 | $1.87M | 0.03% | −7,321−26.3% | Reduced |
| Ariel Investments, LLC | 20,582 | $1.88M | 0.02% | 00.0% | Unchanged |
| South State Corp. | 20,587 | $1.88M | 0.16% | −3,140−13.2% | Reduced |
| Regentatlantic Capital LLC | 20,649 | $1.88M | 0.06% | −2,458−10.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 20,650 | $1.88M | 1.61% | −675−3.2% | Reduced |
| Raymond James Trust N.A. | 20,694 | $1.89M | 0.06% | −9,276−31.0% | Reduced |
| Signaturefd, LLC | 20,741 | $1.89M | 0.08% | +2,046+10.9% | Added |
| Davy Global Fund Management Ltd | 20,906 | $1.91M | 0.29% | +5,235+33.4% | Added |
| Old National Bancorp | 21,030 | $1.92M | 0.07% | +6,706+46.8% | Added |
| Strategic Global Advisors, LLC | 21,210 | $1.94M | 0.35% | −28,939−57.7% | Reduced |
| Blueshift Asset Management, LLC | 21,207 | $1.94M | 0.11% | +21,207 | New |
| Horizon Kinetics Asset Management LLC | 21,310 | $1.94M | 0.04% | −750−3.4% | Reduced |
| Greenleaf Trust | 21,490 | $1.96M | 0.02% | −1,182−5.2% | Reduced |
| Twin Tree Management, LP | 21,562 | $1.97M | 0.06% | −46,358−68.3% | Reduced |
| Cascade Investment Advisors, Inc. | 21,570 | $1.97M | 1.24% | −70−0.3% | Reduced |
| Valley National Advisers Inc | 21,678 | $1.98M | 0.36% | −165−0.8% | Reduced |
| Court Place Advisors, LLC | 21,825 | $1.99M | 0.58% | −240−1.1% | Reduced |
| Frontier Wealth Management LLC | 21,932 | $2.00M | 0.14% | −376−1.7% | Reduced |
| Bessemer Group Inc | 22,065 | $2.01M | 0.00% | +803+3.8% | Added |
| Palisade Asset Management, LLC | 22,193 | $2.02M | 0.24% | 00.0% | Unchanged |
| MACRO Consulting Group | 22,310 | $2.03M | 1.05% | +2,239+11.2% | Added |
| Trust Co of Toledo NA | 22,474 | $2.05M | 0.35% | −75−0.3% | Reduced |
| National Asset Management, Inc. | 22,849 | $2.08M | 0.07% | +262+1.2% | Added |
| NBT Bank N A | 22,927 | $2.09M | 0.29% | −369−1.6% | Reduced |