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 |
|---|---|---|---|---|---|
| Crew Capital Management, Ltd. | 3,270 | $298.0K | 0.28% | 00.0% | Unchanged |
| Family Legacy, Inc. | 3,250 | $296.0K | 0.13% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,238 | $295.0K | 0.02% | −980−23.2% | Reduced |
| 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 |
| Courier Capital LLC | 3,185 | $291.0K | 0.03% | 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 |
| Investors Research Corp | 3,153 | $288.0K | 0.10% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 3,111 | $287.0K | 0.10% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 3,140 | $286.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| Rehmann Capital Advisory Group | 3,098 | $282.8K | 0.03% | −180−5.5% | Reduced |
| Mitchell Capital Management Co | 3,090 | $282.0K | 0.06% | +283+10.1% | 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 |
| Monticello Wealth Management, LLC | 3,061 | $279.0K | 0.03% | +381+14.2% | 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 |
| 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 |
| Mitchell Sinkler & Starr | 3,005 | $274.0K | 0.25% | −435−12.6% | Reduced |
| HM Payson & Co | 2,999 | $274.0K | 0.01% | −187−5.9% | Reduced |
| Advisory Resource Group | 3,005 | $274.0K | 0.11% | +88+3.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,000 | $274.0K | 0.00% | +3,000 | New |
| Argent Advisors, Inc. | 2,996 | $273.0K | 0.17% | +300+11.1% | Added |
| PDS Planning, Inc | 2,978 | $272.0K | 0.07% | +248+9.1% | Added |
| Optas, LLC | 2,967 | $271.0K | 0.08% | +2,967 | New |
| Hills Bank & Trust Co | 2,923 | $267.0K | 0.04% | −85−2.8% | Reduced |
| Great Lakes Advisors, LLC | 2,931 | $267.0K | 0.00% | +2,931 | New |
| Wealth Alliance Advisory Group, LLC | 2,917 | $266.0K | 0.13% | −5−0.2% | Reduced |
| Pacifica Partners Inc. | 2,867 | $261.0K | 0.20% | +31+1.1% | Added |
| Washington Trust Co | 2,830 | $259.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,812 | $257.0K | 0.03% | −1,006−26.3% | Reduced |
| Allred Capital Management, LLC | 2,821 | $257.0K | 0.13% | −357−11.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,801 | $256.0K | 0.11% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 2,798 | $255.0K | 0.11% | −168−5.7% | Reduced |
| Palladiem, LLC | 2,793 | $255.0K | 0.21% | 00.0% | Unchanged |
| Wintrust Investments LLC | 2,772 | $253.0K | 0.03% | +158+6.0% | Added |
| Brewin Dolphin Ltd | 2,770 | $252.7K | 0.01% | +270+10.8% | Added |
| Bristlecone Advisors, LLC | 2,763 | $252.0K | 0.03% | −18,630−87.1% | Reduced |
| Forte Capital LLC | 2,765 | $252.0K | 0.03% | −147−5.0% | Reduced |
| Nwam LLC | 2,767 | $252.0K | 0.02% | −15−0.5% | Reduced |
| Savant Capital, LLC | 2,753 | $251.0K | 0.01% | −217−7.3% | Reduced |
| Cornerstone Wealth Management, LLC | 2,747 | $251.0K | 0.03% | +121+4.6% | Added |
| Keebeck Alpha, LP | 2,741 | $250.0K | 0.09% | 00.0% | Unchanged |
| 20/20 Capital Management, Inc. | 2,723 | $248.0K | 0.06% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,717 | $247.0K | 0.04% | −432−13.7% | Reduced |
| B. Riley Wealth Management, Inc. | 2,712 | $247.0K | 0.03% | +2+0.1% | Added |
| River Wealth Advisors LLC | 2,706 | $247.0K | 0.04% | +181+7.2% | Added |
| Fullerton Fund Management Co Ltd. | 2,692 | $246.0K | 0.02% | −1,548−36.5% | Reduced |
| Claro Advisors LLC | 2,701 | $246.0K | 0.11% | −10.0% | Reduced |
| Twin Focus Capital Partners, LLC | 2,666 | $243.0K | 0.06% | +250+10.3% | Added |
| Laidlaw Wealth Management LLC | 2,653 | $242.0K | 0.06% | +34+1.3% | Added |
| Rockland Trust Co | 2,643 | $241.0K | 0.02% | −128−4.6% | Reduced |
| Chicago Capital, LLC | 2,640 | $241.0K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,630 | $240.0K | 0.04% | −306−10.4% | Reduced |
| Brown Advisory Securities, LLC | 2,631 | $240.0K | 0.04% | +2,631 | New |
| CPWM, LLC | 2,624 | $239.0K | 0.02% | −654−20.0% | Reduced |
| Van Strum & Towne Inc. | 2,612 | $238.0K | 0.11% | +2,612 | New |
| Taurus Asset Management, LLC | 2,600 | $237.0K | 0.02% | −1,150−30.7% | Reduced |
| Vanguard Capital Wealth Advisors | 2,607 | $237.0K | 0.18% | 00.0% | Unchanged |
| South Street Advisors LLC | 2,600 | $237.0K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,594 | $237.0K | 0.01% | −10.0% | Reduced |
| Brown Miller Wealth Management, LLC | 2,590 | $236.0K | 0.15% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,569 | $234.0K | 0.00% | −524−16.9% | Reduced |
| BBR Partners, LLC | 2,565 | $234.0K | 0.02% | −461−15.2% | Reduced |
| Essex Savings Bank | 2,649 | $234.0K | 0.09% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,560 | $234.0K | 0.19% | +34+1.3% | Added |
| BKD Wealth Advisors, LLC | 2,553 | $233.0K | 0.01% | −1,078−29.7% | Reduced |
| Fiera Capital Corp | 2,550 | $233.0K | 0.00% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 2,546 | $232.0K | 0.06% | 00.0% | Unchanged |
| Brooktree Capital Management | 2,542 | $232.0K | 0.15% | 00.0% | Unchanged |
| Mairs & Power Inc | 2,530 | $231.0K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,524 | $230.0K | 0.03% | −1,477−36.9% | Reduced |
| Parsec Financial Management, Inc. | 2,518 | $230.0K | 0.01% | +24+1.0% | Added |
| Cedar Brook Financial Partners, LLC | 2,503 | $228.0K | 0.07% | +2,503 | New |
| Western Wealth Management, LLC | 2,493 | $228.0K | 0.02% | +2,493 | New |
| Shoker Investment Counsel, Inc. | 2,493 | $227.0K | 0.11% | −691−21.7% | Reduced |
| Liberty Wealth Management LLC | 2,486 | $227.0K | 0.09% | +115+4.9% | Added |
| Coastal Investment Advisors, Inc. | 2,476 | $226.0K | 0.05% | −146−5.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,475 | $226.0K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,466 | $225.0K | 0.05% | −398−13.9% | Reduced |
| Sheets Smith Wealth Management | 2,450 | $224.0K | 0.03% | −80−3.2% | Reduced |
| Magnus Financial Group LLC | 2,456 | $224.0K | 0.05% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 2,450 | $224.0K | 0.14% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,456 | $224.0K | 0.05% | +399+19.4% | Added |
| Boothbay Fund Management, LLC | 2,442 | $223.0K | 0.01% | −5,578−69.6% | Reduced |
| Farr Miller & Washington LLC | 2,439 | $223.0K | 0.01% | 00.0% | Unchanged |
| Terry L. Blaker | 2,428 | $222.0K | 0.01% | −591−19.6% | Reduced |
| Focus Financial Network, Inc. | 2,424 | $221.2K | 0.03% | −120−4.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,425 | $221.0K | 0.00% | −250−9.3% | Reduced |
| Tranquilli Financial Advisor LLC | 2,422 | $221.0K | 0.17% | −14−0.6% | Reduced |
| Regal Investment Advisors LLC | 2,424 | $221.0K | 0.02% | +2,424 | New |
| Investment Research & Advisory Group, Inc. | 2,413 | $220.0K | 0.15% | −14,575−85.8% | Reduced |
| Whalerock Point Partners, LLC | 2,390 | $218.1K | 0.08% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 2,392 | $218.0K | 0.28% | −200−7.7% | Reduced |
| CRA Financial Services, LLC | 2,371 | $216.0K | 0.08% | −25−1.0% | Reduced |
| Crawford Investment Counsel Inc | 2,368 | $216.0K | 0.00% | 00.0% | Unchanged |