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, Q1 2022
Institutional positions in Novartis AG as of Mar 31, 2022. 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
- 1,137
- +4 vs. Q4 2021
- Shares held
- 208.2M
- −2.70M (−1.3%) vs. Q4 2021
- Total value
- $18.3B
- −$195.4M (−1.1%) vs. Q4 2021
- New holders
- 93
- 413 more added
- Sold out
- 89
- 414 more reduced
14 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Surevest, LLC | 310 | $27.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 321 | $28.0K | 0.01% | +2+0.6% | Added |
| Arlington Partners LLC | 314 | $28.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 333 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 350 | $31.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 353 | $31.0K | 0.01% | 00.0% | Unchanged |
| Motco | 367 | $32.0K | 0.00% | −105−22.2% | Reduced |
| Marquette Asset Management, LLC | 365 | $32.0K | 0.01% | +65+21.7% | Added |
| Front Row Advisors LLC | 372 | $33.0K | 0.01% | −4−1.1% | Reduced |
| Atwood & Palmer Inc | 375 | $33.0K | 0.00% | +300+400.0% | Added |
| TD Ameritrade Investment Management, LLC | 393 | $34.0K | 0.00% | −90−18.6% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 385 | $34.0K | 0.01% | +18+4.9% | Added |
| DeDora Capital, Inc. | 385 | $34.0K | 0.01% | +385 | New |
| Fairfield Financial Advisors, LTD | 406 | $35.6K | 0.01% | +406 | New |
| Kings Point Capital Management | 415 | $36.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 409 | $36.0K | 0.01% | −8−1.9% | Reduced |
| Barclays PLC | 415 | $36.0K | 0.00% | +10+2.5% | Added |
| Lenox Wealth Advisors, LLC | 394 | $37.0K | 0.00% | +80+25.5% | Added |
| Roble, Belko & Company, Inc | 436 | $38.0K | 0.01% | −5−1.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 431 | $38.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 450 | $39.0K | 0.01% | −520−53.6% | Reduced |
| Crewe Advisors LLC | 459 | $40.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 467 | $41.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 462 | $41.0K | 0.02% | +20+4.5% | Added |
| Country Trust Bank | 484 | $42.0K | 0.00% | −23−4.5% | Reduced |
| PSI Advisors, LLC | 481 | $42.0K | 0.02% | +6+1.3% | Added |
| Herold Advisors, Inc. | 491 | $43.1K | 0.02% | +491 | New |
| Stephens Consulting, LLC | 500 | $43.9K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 502 | $44.0K | 0.01% | −137−21.4% | Reduced |
| Sageworth Trust Co | 500 | $44.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 506 | $44.4K | 0.02% | +453+854.7% | Added |
| Ahrens Investment Partners LLC | 511 | $45.0K | 0.01% | +2+0.4% | Added |
| Pflug Koory, LLC | 550 | $48.0K | 0.02% | −75−12.0% | Reduced |
| M&R Capital Management Inc | 550 | $48.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 561 | $49.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 573 | $50.0K | 0.00% | +75+15.1% | Added |
| Accel Wealth Management | 583 | $51.0K | 0.03% | +2+0.3% | Added |
| Baldrige Asset Management LLC | 605 | $53.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 622 | $54.0K | 0.01% | −194−23.8% | Reduced |
| BerganKDV Wealth Management, LLC | 628 | $55.0K | 0.01% | −1,026−62.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 652 | $57.0K | 0.01% | −1,302−66.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 650 | $57.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 659 | $58.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 677 | $59.0K | 0.01% | −19−2.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 686 | $60.0K | 0.01% | +1+0.1% | Added |
| AlphaMark Advisors, LLC | 700 | $61.0K | 0.02% | −900−56.3% | Reduced |
| Cordasco Financial Network | 700 | $61.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 709 | $62.0K | 0.01% | −176−19.9% | Reduced |
| City Holding Co | 719 | $63.0K | 0.01% | −31−4.1% | Reduced |
| CVA Family Office, LLC | 716 | $63.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 768 | $67.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 832 | $73.0K | 0.03% | +91+12.3% | Added |
| Dividend Assets Capital, LLC | 857 | $75.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 869 | $76.0K | 0.06% | 00.0% | Unchanged |
| Hoese & Co LLP | 875 | $77.0K | 0.08% | −400−31.4% | Reduced |
| Orion Capital Management LLC | 889 | $78.0K | 0.05% | −11−1.2% | Reduced |
| City State Bank | 890 | $78.0K | 0.05% | 00.0% | Unchanged |
| Lee Financial Co | 900 | $79.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 904 | $80.0K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 925 | $81.0K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 945 | $83.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 944 | $83.0K | 0.04% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 942 | $83.0K | 0.01% | +6+0.6% | Added |
| Howe & Rusling Inc | 954 | $84.0K | 0.01% | +70+7.9% | Added |
| Hanson & Doremus Investment Management | 972 | $85.0K | 0.02% | +115+13.4% | Added |
| Fortis Advisors, LLC | 1,000 | $88.0K | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,000 | $88.0K | 0.07% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,002 | $88.0K | 0.02% | +97+10.7% | Added |
| San Luis Wealth Advisors LLC | 1,016 | $89.0K | 0.04% | +1,016 | New |
| Castleview Partners, LLC | 1,027 | $90.0K | 0.06% | +1,027 | New |
| Charter Oak Capital Management, LLC | 1,042 | $91.0K | 0.01% | +7+0.7% | Added |
| Perkins Coie Trust Co | 1,059 | $93.0K | 0.03% | −871−45.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,059 | $93.0K | 0.05% | +13+1.2% | Added |
| Glassman Wealth Services | 1,073 | $94.0K | 0.02% | +82+8.3% | Added |
| AdvisorNet Financial, Inc | 1,069 | $94.0K | 0.01% | +100+10.3% | Added |
| Hudock, Inc. | 1,126 | $98.0K | 0.03% | +25+2.3% | Added |
| Optimum Investment Advisors | 1,126 | $99.0K | 0.04% | +111+10.9% | Added |
| HHM Wealth Advisors, LLC | 1,147 | $101.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 1,167 | $102.0K | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,175 | $103.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 1,175 | $103.0K | 0.00% | +29+2.5% | Added |
| Tacita Capital Inc | 1,200 | $105.0K | 0.06% | 00.0% | Unchanged |
| TCWP LLC | 1,211 | $106.0K | 0.02% | +1,211 | New |
| Duncker Streett & Co Inc | 1,233 | $108.0K | 0.02% | −200−14.0% | Reduced |
| Financial Perspectives, Inc | 1,233 | $108.2K | 0.05% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,244 | $109.0K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,259 | $110.0K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,262 | $111.0K | 0.04% | −420−25.0% | Reduced |
| Heritage Wealth Advisors | 1,300 | $114.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,359 | $119.0K | 0.02% | −270−16.6% | Reduced |
| First National Bank of South Miami | 1,366 | $120.0K | 0.07% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,386 | $122.0K | 0.00% | −561−28.8% | Reduced |
| Tevis Investment Management | 1,391 | $122.0K | 0.11% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,396 | $122.5K | 0.06% | +33+2.4% | Added |
| Addison Advisors LLC | 1,415 | $124.0K | 0.07% | +884+166.5% | Added |
| Piscataqua Savings Bank | 1,429 | $125.0K | 0.09% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,446 | $127.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,479 | $130.0K | 0.08% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,501 | $132.0K | 0.01% | +1,501 | New |
| Column Capital Advisors, LLC | 1,533 | $135.0K | 0.02% | 00.0% | Unchanged |