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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 25,619 | $2.34M | 0.60% | −70−0.3% | Reduced |
| HighPoint Advisor Group LLC | 25,472 | $2.32M | 0.23% | +118+0.5% | Added |
| Geneos Wealth Management Inc. | 25,202 | $2.32M | 0.09% | −29−0.1% | Reduced |
| Telemus Capital, LLC | 25,322 | $2.31M | 0.17% | −2,100−7.7% | Reduced |
| Naples Global Advisors, LLC | 25,164 | $2.30M | 0.32% | +930+3.8% | Added |
| Clearstead Advisors, LLC | 25,138 | $2.29M | 0.18% | −3,061−10.9% | Reduced |
| TD Private Client Wealth LLC | 25,010 | $2.28M | 0.10% | +3,573+16.7% | Added |
| Dempze Nancy E | 24,846 | $2.27M | 1.91% | −1,635−6.2% | Reduced |
| Advisor Partners LLC | 24,641 | $2.25M | 0.15% | +632+2.6% | Added |
| Huntington National Bank | 24,558 | $2.24M | 0.02% | +7,130+40.9% | Added |
| Perkins Coie Trust Co | 24,385 | $2.23M | 0.68% | +244+1.0% | Added |
| Stephens Inc | 24,165 | $2.21M | 0.03% | +974+4.2% | Added |
| Logan Capital Management Inc | 24,024 | $2.19M | 0.10% | +3,325+16.1% | Added |
| EagleClaw Capital Managment, LLC | 23,910 | $2.18M | 0.56% | +1,925+8.8% | Added |
| Ethic Inc. | 23,865 | $2.18M | 0.26% | +12,675+113.3% | Added |
| Mirador Capital Partners LP | 23,841 | $2.17M | 0.49% | +865+3.8% | Added |
| Fairhaven Wealth Management, LLC | 23,481 | $2.14M | 0.85% | +1,438+6.5% | Added |
| Westwood Holdings Group Inc. | 23,444 | $2.14M | 0.02% | −14,036−37.4% | Reduced |
| Cox Capital Mgt LLC | 23,402 | $2.13M | 1.43% | +1,005+4.5% | Added |
| Telos Capital Management, Inc. | 23,308 | $2.13M | 0.28% | −26,128−52.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 23,276 | $2.12M | 0.54% | +23,276 | New |
| Fca Corp | 23,271 | $2.12M | 0.60% | −111−0.5% | Reduced |
| GWM Advisors LLC | 23,225 | $2.12M | 0.06% | −498−2.1% | Reduced |
| NBT Bank N A | 22,927 | $2.09M | 0.29% | −369−1.6% | Reduced |
| National Asset Management, Inc. | 22,849 | $2.08M | 0.07% | +262+1.2% | Added |
| Trust Co of Toledo NA | 22,474 | $2.05M | 0.35% | −75−0.3% | Reduced |
| MACRO Consulting Group | 22,310 | $2.03M | 1.05% | +2,239+11.2% | Added |
| Palisade Asset Management, LLC | 22,193 | $2.02M | 0.24% | 00.0% | Unchanged |
| Bessemer Group Inc | 22,065 | $2.01M | 0.00% | +803+3.8% | Added |
| Frontier Wealth Management LLC | 21,932 | $2.00M | 0.14% | −376−1.7% | Reduced |
| Court Place Advisors, LLC | 21,825 | $1.99M | 0.58% | −240−1.1% | Reduced |
| Valley National Advisers Inc | 21,678 | $1.98M | 0.36% | −165−0.8% | Reduced |
| Cascade Investment Advisors, Inc. | 21,570 | $1.97M | 1.24% | −70−0.3% | Reduced |
| Twin Tree Management, LP | 21,562 | $1.97M | 0.06% | −46,358−68.3% | Reduced |
| Greenleaf Trust | 21,490 | $1.96M | 0.02% | −1,182−5.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 21,310 | $1.94M | 0.04% | −750−3.4% | Reduced |
| 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 |
| Old National Bancorp | 21,030 | $1.92M | 0.07% | +6,706+46.8% | Added |
| Davy Global Fund Management Ltd | 20,906 | $1.91M | 0.29% | +5,235+33.4% | Added |
| Signaturefd, LLC | 20,741 | $1.89M | 0.08% | +2,046+10.9% | Added |
| Raymond James Trust N.A. | 20,694 | $1.89M | 0.06% | −9,276−31.0% | 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 |
| South State Corp. | 20,587 | $1.88M | 0.16% | −3,140−13.2% | Reduced |
| Ariel Investments, LLC | 20,582 | $1.88M | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 20,484 | $1.87M | 0.03% | −7,321−26.3% | Reduced |
| Kahn Brothers Group Inc | 20,398 | $1.86M | 0.27% | 00.0% | Unchanged |
| 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 |
| Advisors Management Group Inc | 19,987 | $1.82M | 0.54% | +70.0% | Added |
| UBS Asset Management Americas Inc | 19,807 | $1.81M | 0.00% | +4,300+27.7% | Added |
| Chelsea Counsel Co | 19,800 | $1.81M | 0.83% | 00.0% | Unchanged |
| FORA Capital, LLC | 19,753 | $1.80M | 0.34% | +15,888+411.1% | Added |
| Somerset Trust Co | 19,656 | $1.79M | 0.73% | +65+0.3% | 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 |
| Lowe Brockenbrough & Co Inc | 19,387 | $1.77M | 0.16% | +152+0.8% | Added |
| McKinley Capital Management LLC /Delaware | 19,320 | $1.76M | 0.12% | −323−1.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 19,314 | $1.76M | 0.21% | +2,192+12.8% | Added |
| Baker Tilly Wealth Management, LLC | 18,914 | $1.73M | 0.28% | +940+5.2% | Added |
| Integrated Wealth Concepts LLC | 18,464 | $1.69M | 0.06% | +205+1.1% | Added |
| Berkshire Bank | 18,391 | $1.68M | 0.41% | −8,764−32.3% | Reduced |
| Providence Capital Advisors, LLC | 18,292 | $1.67M | 0.54% | +1,095+6.4% | Added |
| Aevitas Wealth Management, Inc. | 18,209 | $1.66M | 1.06% | +647+3.7% | Added |
| Independent Investors Inc | 17,900 | $1.63M | 0.40% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 17,839 | $1.63M | 0.21% | −233−1.3% | Reduced |
| Cetera Investment Advisers | 17,545 | $1.60M | 0.03% | +629+3.7% | Added |
| Sit Investment Associates Inc | 17,500 | $1.60M | 0.04% | 00.0% | Unchanged |
| Boston Family Office LLC | 17,344 | $1.58M | 0.11% | −350−2.0% | Reduced |
| Coastline Trust Co | 17,300 | $1.58M | 0.20% | −1,060−5.8% | Reduced |
| Cary Street Partners Asset Management LLC | 17,227 | $1.57M | 0.38% | −102,211−85.6% | Reduced |
| Cadence Bank NA | 17,086 | $1.56M | 0.47% | −891−5.0% | Reduced |
| Prospera Financial Services Inc | 16,981 | $1.55M | 0.08% | −11,007−39.3% | Reduced |
| King Luther Capital Management Corp | 16,909 | $1.54M | 0.01% | +6,478+62.1% | Added |
| Deutsche Bank AG | 16,875 | $1.54M | 0.00% | −52,026−75.5% | Reduced |
| Roberts Glore & Co Inc | 16,853 | $1.54M | 0.46% | −100−0.6% | Reduced |
| Annex Advisory Services, LLC | 16,889 | $1.53M | 0.12% | −172−1.0% | Reduced |
| Hantz Financial Services, Inc. | 16,663 | $1.52M | 0.06% | +4,162+33.3% | Added |
| Lester Murray Antman dba SimplyRich | 16,603 | $1.51M | 0.70% | 00.0% | Unchanged |
| Rothschild Investment Corp | 16,145 | $1.47M | 0.12% | +24+0.1% | Added |
| GQG Partners LLC | 15,966 | $1.46M | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 15,910 | $1.45M | 0.07% | +2,437+18.1% | Added |
| LaFleur & Godfrey LLC | 15,881 | $1.45M | 0.21% | −100−0.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 15,787 | $1.44M | 1.03% | +285+1.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,761 | $1.44M | 0.01% | +197+1.3% | Added |
| Connolly Sarah T. | 15,664 | $1.43M | 1.17% | +250+1.6% | Added |
| Arnhold LLC | 15,636 | $1.43M | 0.16% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 15,527 | $1.42M | 0.18% | −1,132−6.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15,506 | $1.42M | 0.00% | −119−0.8% | Reduced |
| 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 |
| SG Americas Securities, LLC | 15,453 | $1.41M | 0.01% | +631+4.3% | Added |
| Benedict Financial Advisors Inc | 15,448 | $1.41M | 0.39% | +39+0.3% | Added |
| swisspartners Advisors Ltd | 15,450 | $1.41M | 1.10% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 15,358 | $1.40M | 0.57% | −585−3.7% | Reduced |
| Aberdeen Wealth Management LLC | 15,273 | $1.39M | 1.29% | +85+0.6% | Added |
| 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 |
| Kestra Private Wealth Services, LLC | 14,981 | $1.37M | 0.08% | −1,522−9.2% | Reduced |