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, 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| Drexel Morgan & Co. | 9,720 | $887.0K | 0.26% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 9,674 | $883.0K | 0.12% | +427+4.6% | Added |
| Holderness Investments Co | 9,656 | $881.0K | 0.29% | +1,330+16.0% | Added |
| Highland Capital Management, LLC | 9,629 | $879.0K | 0.05% | −50−0.5% | Reduced |
| Hall Capital Management Co Inc | 9,603 | $876.0K | 0.57% | +9,603 | New |
| Diversified Trust Co | 9,589 | $875.0K | 0.03% | −175−1.8% | Reduced |
| Radnor Capital Management, LLC | 9,525 | $869.0K | 0.29% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,487 | $866.0K | 0.00% | +387+4.3% | Added |
| Beaton Management Co. Inc. | 9,447 | $862.0K | 0.55% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 9,370 | $855.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 9,315 | $850.0K | 0.55% | −1,525−14.1% | Reduced |
| Sittner & Nelson, LLC | 9,215 | $841.0K | 0.59% | +250+2.8% | Added |
| Lake Street Advisors Group, LLC | 9,003 | $836.0K | 0.06% | −293−3.2% | Reduced |
| Guggenheim Capital LLC | 8,989 | $820.0K | 0.00% | −2,920−24.5% | Reduced |
| Arvest Bank Trust Division | 8,983 | $820.0K | 0.05% | +707+8.5% | Added |
| Dorsey & Whitney Trust CO LLC | 8,959 | $817.0K | 0.08% | −3,948−30.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,829 | $806.0K | 0.19% | +35+0.4% | Added |
| Anchor Investment Management, LLC | 8,815 | $804.3K | 0.11% | −300−3.3% | Reduced |
| Centiva Capital, LP | 8,815 | $804.0K | 0.06% | +8,815 | New |
| Thomasville National Bank | 8,789 | $802.0K | 0.08% | +314+3.7% | Added |
| Klingenstein Fields & Co LP | 8,782 | $801.0K | 0.03% | −120−1.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,781 | $801.0K | 0.20% | +454+5.5% | Added |
| First Foundation Advisors | 8,752 | $799.0K | 0.03% | +71+0.8% | Added |
| Salem Capital Management Inc | 8,744 | $798.0K | 0.44% | +300+3.6% | Added |
| Proequities, Inc. | 8,748 | $798.0K | 0.05% | +1,417+19.3% | Added |
| Oarsman Capital, Inc. | 8,732 | $797.0K | 0.32% | −10,319−54.2% | Reduced |
| Lee Danner & Bass Inc | 8,714 | $795.0K | 0.07% | −75−0.9% | Reduced |
| Diamond Hill Capital Management Inc | 8,691 | $793.0K | 0.00% | +1,135+15.0% | Added |
| Central Trust Co | 8,683 | $792.0K | 0.03% | +200+2.4% | Added |
| Cannell Peter B & Co Inc | 8,627 | $787.0K | 0.02% | −1,200−12.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,477 | $773.0K | 0.02% | −390−4.4% | Reduced |
| Rosenbaum Jay D. | 8,462 | $773.0K | 1.28% | +590+7.5% | Added |
| Dillon & Associates Inc | 8,449 | $769.0K | 0.15% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 8,411 | $767.0K | 0.59% | +41+0.5% | Added |
| Colony Group LLC | 8,358 | $763.0K | 0.02% | −2,226−21.0% | Reduced |
| Covington Capital Management | 8,238 | $752.0K | 0.03% | +75+0.9% | Added |
| Valmark Advisers, Inc. | 8,244 | $752.0K | 0.01% | +158+2.0% | Added |
| Ashton Thomas Private Wealth, LLC | 8,195 | $747.7K | 0.11% | +8,195 | New |
| Ballentine Partners, LLC | 8,106 | $740.0K | 0.03% | −10−0.1% | Reduced |
| Gladstone Institutional Advisory LLC | 8,109 | $740.0K | 0.09% | +3,713+84.5% | Added |
| Lantz Financial LLC | 8,087 | $738.0K | 0.38% | −86−1.1% | Reduced |
| Veriti Management LLC | 8,052 | $735.0K | 0.11% | +8,052 | New |
| Ar Asset Management Inc | 8,050 | $734.0K | 0.21% | 00.0% | Unchanged |
| Community Bank, N.A. | 8,006 | $730.0K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,000 | $730.0K | 0.11% | +310+4.0% | Added |
| Cetera Advisors LLC | 7,982 | $728.0K | 0.02% | −51−0.6% | Reduced |
| Wealthsource Partners, LLC | 7,857 | $717.0K | 0.06% | −1,515−16.2% | Reduced |
| Avantax Advisory Services, Inc. | 7,864 | $716.0K | 0.01% | +1,078+15.9% | Added |
| Marotta Asset Management | 7,780 | $713.0K | 0.17% | +1,142+17.2% | Added |
| Total Clarity Wealth Management, Inc. | 7,810 | $713.0K | 0.40% | −200−2.5% | Reduced |
| Mission Wealth Management, LP | 7,803 | $712.0K | 0.04% | −595−7.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,796 | $711.0K | 0.07% | −365−4.5% | Reduced |
| Kingsview Wealth Management, LLC | 7,759 | $711.0K | 0.04% | +840+12.1% | Added |
| Means Investment Co., Inc. | 7,724 | $705.0K | 0.14% | 00.0% | Unchanged |
| Lincoln National Corp | 7,665 | $699.0K | 0.01% | +725+10.4% | Added |
| Woodstock Corp | 7,515 | $686.0K | 0.08% | −25−0.3% | Reduced |
| Alexandria Capital, LLC | 7,509 | $685.0K | 0.06% | −734−8.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 7,474 | $682.0K | 0.24% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 7,473 | $682.0K | 0.22% | +1,490+24.9% | Added |
| KCM Investment Advisors LLC | 7,368 | $672.0K | 0.03% | −6,010−44.9% | Reduced |
| Archford Capital Strategies, LLC | 7,322 | $668.0K | 0.17% | +412+6.0% | Added |
| EP Wealth Advisors, LLC | 7,288 | $665.0K | 0.02% | +826+12.8% | Added |
| BDO Wealth Advisors, LLC | 7,225 | $659.0K | 0.07% | +3,061+73.5% | Added |
| First Horizon Advisors, Inc. | 7,192 | $655.0K | 0.04% | −6,923−49.0% | Reduced |
| Moloney Securities Asset Management, LLC | 7,113 | $649.0K | 0.12% | −730−9.3% | Reduced |
| Redwood Investment Management, LLC | 7,117 | $649.0K | 0.11% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 7,100 | $648.0K | 0.04% | −434−5.8% | Reduced |
| NTV Asset Management LLC | 7,083 | $646.0K | 0.11% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,943 | $633.0K | 0.02% | +84+1.2% | Added |
| First City Capital Management, Inc. | 6,812 | $633.0K | 0.35% | +705+11.5% | Added |
| Chilton Capital Management LLC | 6,922 | $632.0K | 0.04% | −135,564−95.1% | Reduced |
| Wealth Alliance | 6,922 | $632.0K | 0.15% | +670+10.7% | Added |
| Gibraltar Capital Management, Inc. | 6,810 | $629.0K | 0.31% | +57+0.8% | Added |
| TrinityPoint Wealth, LLC | 6,881 | $628.0K | 0.13% | −179−2.5% | Reduced |
| Principle Wealth Partners LLC | 6,806 | $621.0K | 0.07% | −1,200−15.0% | Reduced |
| Inscription Capital, LLC | 6,806 | $621.0K | 0.07% | +6,806 | New |
| Williams Jones Wealth Management, LLC. | 6,790 | $620.0K | 0.01% | +478+7.6% | Added |
| Wesbanco Bank Inc | 6,797 | $620.0K | 0.02% | +871+14.7% | Added |
| Foresight Wealth Management, LLC | 6,712 | $612.0K | 0.26% | +889+15.3% | Added |
| Brandywine Oak Private Wealth LLC | 6,654 | $607.0K | 0.07% | +1,708+34.5% | Added |
| Altfest L J & Co Inc | 6,647 | $606.0K | 0.13% | +570+9.4% | Added |
| Abundance Wealth Counselors | 6,627 | $605.0K | 0.16% | +3,809+135.2% | Added |
| Griffin Asset Management, Inc. | 6,619 | $604.0K | 0.07% | −2,897−30.4% | Reduced |
| Weather Gauge Advisory, LLC | 6,616 | $604.0K | 0.70% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,615 | $603.6K | 0.02% | −377−5.4% | Reduced |
| IHT Wealth Management, LLC | 6,595 | $602.0K | 0.04% | +297+4.7% | Added |
| Lido Advisors, LLC | 6,591 | $601.0K | 0.01% | −880−11.8% | Reduced |
| Bard Financial Services, Inc. | 6,500 | $593.0K | 0.05% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 6,469 | $590.0K | 0.17% | +154+2.4% | Added |
| Penbrook Management LLC | 6,460 | $589.0K | 0.37% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,446 | $588.0K | 0.02% | −1,564−19.5% | Reduced |
| Montag A & Associates Inc | 6,364 | $581.0K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,365 | $581.0K | 0.07% | +26+0.4% | Added |
| Banco de Sabadell, S.A | 6,377 | $577.0K | 0.38% | +431+7.2% | Added |
| Essex Financial Services, Inc. | 6,744 | $576.0K | 0.08% | 00.0% | Unchanged |
| E&G Advisors, LP | 0 | $575.0K | 0.16% | −6,298−100.0% | Reduced |
| CAPROCK Group, Inc. | 6,291 | $574.0K | 0.05% | +2,183+53.1% | Added |
| Capital Investment Advisors, LLC | 6,272 | $572.0K | 0.02% | +101+1.6% | Added |
| Mraz, Amerine & Associates, Inc. | 6,245 | $570.0K | 0.15% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,192 | $565.0K | 0.07% | −230−3.6% | Reduced |