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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 6,182 | $564.0K | 0.08% | +1,017+19.7% | Added |
| Clear Perspective Advisors, LLC | 6,092 | $556.0K | 0.19% | −238−3.8% | Reduced |
| Intellectus Partners, LLC | 6,073 | $554.0K | 0.13% | −7−0.1% | Reduced |
| Argyle Capital Management Inc. | 6,050 | $552.0K | 0.18% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,050 | $552.0K | 0.05% | +543+9.9% | Added |
| Foster & Motley Inc | 6,041 | $551.0K | 0.05% | −318−5.0% | Reduced |
| Schulhoff & Co Inc | 6,042 | $551.0K | 0.24% | +4+0.1% | Added |
| Cohen Klingenstein LLC | 6,000 | $547.0K | 0.02% | 00.0% | Unchanged |
| Canandaigua National Corp | 5,983 | $546.0K | 0.09% | −137−2.2% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 5,960 | $544.0K | 0.20% | 00.0% | Unchanged |
| Hartford Investment Management Co | 5,965 | $544.0K | 0.01% | +1,720+40.5% | Added |
| Paloma Partners Management Co | 5,962 | $544.0K | 0.01% | +5,962 | New |
| Fort Sheridan Advisors LLC | 5,885 | $537.0K | 0.18% | +2,689+84.1% | Added |
| Ellevest, Inc. | 5,880 | $536.0K | 0.05% | +861+17.2% | Added |
| Ropes Wealth Advisors LLC | 5,869 | $535.0K | 0.08% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 5,828 | $532.0K | 0.12% | −24−0.4% | Reduced |
| Plancorp, LLC | 5,830 | $532.0K | 0.04% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,835 | $532.0K | 0.09% | +663+12.8% | Added |
| Venturi Wealth Management, LLC | 5,818 | $531.0K | 0.05% | −1,964−25.2% | Reduced |
| Security Asset Management | 5,814 | $530.0K | 0.21% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,785 | $530.0K | 0.02% | +2,769+91.8% | Added |
| Cullinan Associates Inc | 5,800 | $529.0K | 0.03% | −112−1.9% | Reduced |
| Sage Rhino Capital LLC | 5,794 | $529.0K | 0.16% | +564+10.8% | Added |
| V Wealth Advisors LLC | 5,808 | $528.0K | 0.08% | +2,808+93.6% | Added |
| Ascent Wealth Partners, LLC | 5,792 | $528.0K | 0.10% | +5,792 | New |
| Mark Sheptoff Financial Planning, LLC | 5,766 | $526.0K | 0.28% | −80−1.4% | Reduced |
| Evergreen Capital Management LLC | 5,722 | $522.0K | 0.02% | +1,373+31.6% | Added |
| Independent Advisor Alliance | 5,686 | $519.0K | 0.03% | +959+20.3% | Added |
| Davidson Trust Co | 5,641 | $515.0K | 0.40% | −312−5.2% | Reduced |
| J.W. Cole Advisors, Inc. | 5,612 | $512.0K | 0.04% | +2,114+60.4% | Added |
| O'Brien Greene & Co. Inc | 5,574 | $508.0K | 0.18% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 5,561 | $507.0K | 0.15% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,558 | $507.0K | 0.05% | +169+3.1% | Added |
| HBK Sorce Advisory LLC | 5,546 | $506.0K | 0.03% | −189−3.3% | Reduced |
| Sequoia Financial Advisors, LLC | 5,523 | $504.0K | 0.02% | +84+1.5% | Added |
| St Germain D J Co Inc | 5,514 | $503.0K | 0.03% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 5,492 | $501.0K | 0.30% | −42−0.8% | Reduced |
| Mather Group, LLC. | 5,489 | $501.0K | 0.01% | −18−0.3% | Reduced |
| Boenning & Scattergood, Inc. | 5,496 | $501.0K | 0.09% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,485 | $500.0K | 0.03% | −80−1.4% | Reduced |
| DF Dent & Co Inc | 5,475 | $500.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 5,468 | $499.0K | 0.01% | −3,412−38.4% | Reduced |
| Fieldpoint Private Securities, LLC | 5,397 | $498.0K | 0.11% | +245+4.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,424 | $495.0K | 0.37% | +5,424 | New |
| Tdam USA Inc. | 5,262 | $486.0K | 0.03% | +34+0.7% | Added |
| Jacobs & Co | 5,325 | $485.0K | 0.06% | +600+12.7% | Added |
| Moody Lynn & Lieberson, LLC | 5,251 | $479.0K | 0.04% | +43+0.8% | Added |
| Northwest Capital Management Inc | 5,150 | $476.0K | 0.27% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 5,208 | $475.0K | 0.03% | −1,491−22.3% | Reduced |
| Beck Mack & Oliver LLC | 5,200 | $474.0K | 0.01% | −500−8.8% | Reduced |
| Ategra Capital Management, LLC | 5,184 | $473.0K | 0.24% | +157+3.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,144 | $469.0K | 0.18% | 00.0% | Unchanged |
| Valley Brook Capital Group | 5,151 | $469.0K | 0.45% | 00.0% | Unchanged |
| Balentine LLC | 5,139 | $469.0K | 0.02% | +414+8.8% | Added |
| Mattern Wealth Management LLC | 5,095 | $467.0K | 0.15% | −759−13.0% | Reduced |
| NorthRock Partners, LLC | 5,111 | $466.0K | 0.04% | +222+4.5% | Added |
| Nachman Norwood & Parrott, Inc | 5,093 | $465.0K | 0.05% | −429−7.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,070 | $463.0K | 0.07% | −2,750−35.2% | Reduced |
| Aaron Wealth Advisors | 5,060 | $461.0K | 0.15% | +974+23.8% | Added |
| Institute for Wealth Management, LLC. | 5,039 | $460.0K | 0.08% | −61−1.2% | Reduced |
| Avidian Wealth Solutions, LLC | 5,027 | $459.0K | 0.04% | −129−2.5% | Reduced |
| Alhambra Investment Partners LLC | 5,034 | $459.0K | 0.34% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 5,012 | $457.0K | 0.04% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,969 | $455.0K | 0.06% | +650+15.0% | Added |
| Old Dominion Capital Management Inc | 4,966 | $453.0K | 0.10% | +178+3.7% | Added |
| Juncture Wealth Strategies, LLC | 4,900 | $452.0K | 0.26% | −300−5.8% | Reduced |
| Assetmark, Inc | 4,957 | $452.0K | 0.00% | +45+0.9% | Added |
| Dynamic Advisor Solutions LLC | 4,956 | $452.0K | 0.04% | +38+0.8% | Added |
| Dakota Wealth Management | 4,943 | $451.0K | 0.05% | +332+7.2% | Added |
| Icon Wealth Partners, LLC | 4,927 | $450.0K | 0.05% | +224+4.8% | Added |
| Hoylecohen, LLC | 4,922 | $449.0K | 0.04% | −15−0.3% | Reduced |
| Cypress Capital Group | 4,917 | $448.0K | 0.06% | 00.0% | Unchanged |
| jvl associates llc | 4,895 | $447.0K | 0.31% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 4,909 | $447.0K | 0.04% | +20+0.4% | Added |
| RiverGlades Family Offices LLC | 4,875 | $445.0K | 0.34% | 00.0% | Unchanged |
| Spinnaker Trust | 4,861 | $443.0K | 0.03% | −200−4.0% | Reduced |
| Mercer Capital Advisers, Inc. | 4,850 | $443.0K | 0.22% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,797 | $438.0K | 0.12% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 4,775 | $435.0K | 0.13% | −809−14.5% | Reduced |
| Salem Investment Counselors Inc | 4,771 | $435.0K | 0.02% | −73−1.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,775 | $435.0K | 0.05% | +239+5.3% | Added |
| Financial Perspectives, Inc | 4,761 | $434.4K | 0.21% | −402,209−98.8% | Reduced |
| Busey Wealth Management | 4,756 | $433.0K | 0.02% | −47−1.0% | Reduced |
| Bowen Hanes & Co Inc | 4,745 | $433.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,736 | $432.0K | 0.01% | +30+0.6% | Added |
| Cohen Investment Advisors LLC | 4,736 | $432.0K | 0.34% | +57+1.2% | Added |
| Cable Hill Partners, LLC | 4,699 | $429.0K | 0.10% | −255−5.1% | Reduced |
| Ameritas Investment Company, LLC | 3,410 | $428.0K | 0.02% | −755−18.1% | Reduced |
| BNP Paribas Arbitrage, SA | 4,672 | $426.3K | 0.00% | +4,211+913.4% | Added |
| Mid Atlantic Financial Management Inc | 4,674 | $426.0K | 0.03% | −28−0.6% | Reduced |
| Jacobi Capital Management LLC | 4,667 | $426.0K | 0.06% | +30+0.6% | Added |
| Montecito Bank & Trust | 4,653 | $425.0K | 0.08% | −150−3.1% | Reduced |
| SignalPoint Asset Management, LLC | 2,657 | $424.0K | 0.14% | +26+1.0% | Added |
| Shufro Rose & Co LLC | 4,640 | $423.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,614 | $421.0K | 0.09% | +9+0.2% | Added |
| Davis R M Inc | 4,614 | $421.0K | 0.01% | +325+7.6% | Added |
| Bank of Hawaii | 4,595 | $419.0K | 0.02% | −994−17.8% | Reduced |
| GSB Wealth Management, LLC | 4,564 | $416.0K | 0.13% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,529 | $413.0K | 0.03% | +67+1.5% | Added |
| Oakworth Capital, Inc. | 4,521 | $412.0K | 0.04% | 00.0% | Unchanged |