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 |
|---|---|---|---|---|---|
| First National Bank of Omaha | 2,927 | $257.0K | 0.01% | −3,732−56.0% | Reduced |
| Quantum Private Wealth, LLC | 2,939 | $257.0K | 0.11% | −2,000−40.5% | Reduced |
| EverSource Wealth Advisors, LLC | 2,931 | $257.0K | 0.07% | +274+10.3% | Added |
| Enterprise Financial Services Corp | 2,953 | $259.0K | 0.04% | +228+8.4% | Added |
| Round Rock Advisors, LLC | 2,960 | $260.0K | 0.11% | +2,960 | New |
| Angeles Wealth Management, LLC | 2,978 | $261.0K | 0.05% | +2,978 | New |
| Murphy Capital Management Inc | 2,991 | $262.0K | 0.03% | −97−3.1% | Reduced |
| Boston Financial Mangement LLC | 2,988 | $262.0K | 0.01% | +2,988 | New |
| Plimoth Trust Co LLC | 2,997 | $263.0K | 0.07% | −27−0.9% | Reduced |
| Philadelphia Trust Co | 3,012 | $264.0K | 0.02% | −200−6.2% | Reduced |
| Money Concepts Capital Corp | 3,005 | $264.0K | 0.01% | +3,005 | New |
| Paradigm Asset Management Co LLC | 3,013 | $264.4K | 0.07% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3,024 | $265.0K | 0.16% | −302−9.1% | Reduced |
| Altfest L J & Co Inc | 3,028 | $266.0K | 0.05% | −5,374−64.0% | Reduced |
| HB Wealth Management, LLC | 3,032 | $266.0K | 0.00% | +3,032 | New |
| UMA Financial Services, Inc. | 3,029 | $267.0K | 0.07% | −109−3.5% | Reduced |
| Courier Capital LLC | 3,070 | $269.0K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 3,067 | $269.0K | 0.13% | +10.0% | Added |
| Peoples Financial Services Corp. | 3,076 | $270.0K | 0.12% | −200−6.1% | Reduced |
| Thoroughbred Financial Services, LLC | 3,083 | $270.0K | 0.04% | +3,083 | New |
| Community Bank & Trust, Waco, Texas | 3,108 | $273.0K | 0.08% | +100+3.3% | Added |
| Edmond de Rothschild Holding S.A. | 3,113 | $273.0K | 0.01% | +296+10.5% | Added |
| Argent Advisors, Inc. | 3,126 | $274.0K | 0.15% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 3,124 | $274.0K | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,137 | $275.0K | 0.03% | −104−3.2% | Reduced |
| Weatherly Asset Management L. P. | 3,142 | $276.0K | 0.03% | −230−6.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,148 | $276.0K | 0.17% | −66−2.1% | Reduced |
| Red Cedar Capital, LLC | 3,140 | $276.0K | 0.17% | 00.0% | Unchanged |
| Investors Research Corp | 3,153 | $277.0K | 0.08% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,159 | $278.0K | 0.04% | +560+21.5% | Added |
| Icapital Wealth LLC | 3,052 | $279.0K | 0.12% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,175 | $279.0K | 0.07% | +89+2.9% | Added |
| Aveo Capital Partners, LLC | 3,175 | $279.0K | 0.05% | +156+5.2% | Added |
| Marcum Wealth, LLC | 3,203 | $281.0K | 0.04% | −23−0.7% | Reduced |
| PDS Planning, Inc | 3,203 | $281.0K | 0.05% | +661+26.0% | Added |
| Credential Qtrade Securities Inc. | 3,219 | $282.5K | 0.02% | −10,172−76.0% | Reduced |
| Valeo Financial Advisors, LLC | 3,223 | $283.0K | 0.01% | −4,659−59.1% | Reduced |
| Family Legacy, Inc. | 3,250 | $285.0K | 0.12% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 3,244 | $285.0K | 0.10% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 2,600 | $285.0K | 0.05% | −380−12.8% | Reduced |
| Kathmere Capital Management, LLC | 3,244 | $285.0K | 0.05% | +3,244 | New |
| Crew Capital Management, Ltd. | 3,270 | $287.0K | 0.28% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,283 | $288.0K | 0.14% | −125−3.7% | Reduced |
| Kanawha Capital Management LLC | 3,286 | $288.0K | 0.03% | −58−1.7% | Reduced |
| jvl associates llc | 3,300 | $290.0K | 0.18% | −1,595−32.6% | Reduced |
| Credit Suisse AG | 3,314 | $291.0K | 0.00% | −2,647−44.4% | Reduced |
| Change Path, LLC | 3,316 | $291.0K | 0.02% | −1,710−34.0% | Reduced |
| DF Dent & Co Inc | 3,367 | $295.0K | 0.00% | −12−0.4% | Reduced |
| Global Trust Asset Management, LLC | 3,362 | $295.0K | 0.12% | 00.0% | Unchanged |
| Hyman Charles D | 3,374 | $296.0K | 0.02% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3,390 | $297.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 3,400 | $298.0K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,397 | $298.0K | 0.27% | +1,083+46.8% | Added |
| Formidable Asset Management, LLC | 3,396 | $298.0K | 0.06% | +3,396 | New |
| Foster & Motley Inc | 3,405 | $299.0K | 0.02% | −799−19.0% | Reduced |
| Kendall Capital Management | 3,418 | $300.0K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 3,416 | $300.0K | 0.02% | +66+2.0% | Added |
| Toronto Dominion Bank | 3,420 | $300.0K | 0.00% | +1,320+62.9% | Added |
| Wulff, Hansen & Co. | 3,425 | $301.0K | 0.29% | −745−17.9% | Reduced |
| Linscomb & Williams, Inc. | 3,437 | $301.0K | 0.01% | +191+5.9% | Added |
| Pallas Capital Advisors LLC | 3,274 | $303.0K | 0.04% | −1,424−30.3% | Reduced |
| Veritable, L.P. | 3,470 | $304.0K | 0.00% | −158−4.4% | Reduced |
| Rehmann Capital Advisory Group | 3,484 | $305.7K | 0.03% | +91+2.7% | Added |
| Meridian Wealth Management, LLC | 3,483 | $306.0K | 0.03% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,500 | $307.0K | 0.00% | −192,200−98.2% | Reduced |
| Occidental Asset Management, LLC | 3,501 | $307.0K | 0.08% | +7+0.2% | Added |
| Cozad Asset Management Inc | 3,498 | $307.0K | 0.04% | +300+9.4% | Added |
| Davis R M Inc | 3,514 | $308.0K | 0.01% | −500−12.5% | Reduced |
| Glenview Trust Co | 3,521 | $309.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,528 | $309.0K | 0.03% | +655+22.8% | Added |
| Arete Wealth Advisors, LLC | 3,530 | $310.0K | 0.03% | −271−7.1% | Reduced |
| Proficio Capital Partners LLC | 3,542 | $311.0K | 0.05% | +3,542 | New |
| Henry James International Management, Inc. | 3,551 | $312.0K | 0.12% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 3,561 | $313.0K | 0.38% | −26−0.7% | Reduced |
| Veracity Capital LLC | 3,565 | $313.0K | 0.13% | +104+3.0% | Added |
| Inlet Private Wealth, LLC | 3,576 | $314.0K | 0.08% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 3,578 | $314.0K | 0.05% | +3,578 | New |
| Smart Money Group LLC | 3,599 | $316.0K | 0.21% | +88+2.5% | Added |
| Ancora Advisors, LLC | 3,616 | $317.0K | 0.01% | −107−2.9% | Reduced |
| GoalVest Advisory LLC | 3,621 | $318.0K | 0.18% | +3,621 | New |
| HM Payson & Co | 3,639 | $319.0K | 0.01% | +210+6.1% | Added |
| Round Hill Asset Management | 3,642 | $320.0K | 0.17% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,672 | $322.0K | 0.11% | −175−4.5% | Reduced |
| Summit Financial Group Inc | 3,694 | $324.0K | 0.11% | −75−2.0% | Reduced |
| Western Wealth Management, LLC | 3,698 | $324.0K | 0.02% | +3,698 | New |
| Newman Dignan & Sheerar, Inc. | 3,699 | $325.0K | 0.10% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,775 | $328.0K | 0.10% | −11,111−74.6% | Reduced |
| Riverview Trust Co | 3,763 | $330.0K | 0.24% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,788 | $332.0K | 0.04% | +493+15.0% | Added |
| MMBG Investment Advisors Co. | 3,796 | $333.0K | 0.03% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 3,794 | $333.0K | 0.16% | +3,794 | New |
| Continuum Advisory, LLC | 3,793 | $334.0K | 0.06% | +3,793 | New |
| Heck Capital Advisors, LLC | 3,810 | $334.3K | 0.06% | −39−1.0% | Reduced |
| Hendershot Investments Inc. | 3,827 | $336.0K | 0.05% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,832 | $336.0K | 0.19% | +94+2.5% | Added |
| Stokes Family Office, LLC | 3,824 | $336.0K | 0.04% | +1,371+55.9% | Added |
| Texas Yale Capital Corp. | 3,845 | $337.0K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,865 | $339.0K | 0.02% | +728+23.2% | Added |
| Intrua Financial, LLC | 3,876 | $340.0K | 0.06% | −769−16.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,877 | $340.0K | 0.06% | 00.0% | Unchanged |