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 |
|---|---|---|---|---|---|
| Brandywine Oak Private Wealth LLC | 5,507 | $482.0K | 0.06% | −89−1.6% | Reduced |
| Cannell Peter B & Co Inc | 5,496 | $482.0K | 0.01% | 00.0% | Unchanged |
| Astrantus Ltd | 5,500 | $483.0K | 0.81% | −5,061−47.9% | Reduced |
| Concord Wealth Partners | 5,507 | $483.0K | 0.12% | +95+1.8% | Added |
| St Germain D J Co Inc | 5,514 | $484.0K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 5,533 | $486.0K | 0.06% | −1,625−22.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,550 | $487.0K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,563 | $488.0K | 0.01% | −250−4.3% | Reduced |
| Norway Savings Bank | 5,573 | $489.0K | 0.22% | −405−6.8% | Reduced |
| Woodstock Corp | 5,596 | $491.0K | 0.06% | −1,684−23.1% | Reduced |
| Lincoln National Corp | 5,617 | $493.0K | 0.01% | −327−5.5% | Reduced |
| CFO4Life Group, LLC | 5,632 | $494.0K | 0.10% | −196−3.4% | Reduced |
| Corient Capital Partners, LLC | 5,634 | $494.0K | 0.03% | +1,443+34.4% | Added |
| Fort Sheridan Advisors LLC | 5,647 | $496.0K | 0.15% | −180−3.1% | Reduced |
| V Wealth Advisors LLC | 5,671 | $498.0K | 0.08% | +362+6.8% | Added |
| BDO Wealth Advisors, LLC | 5,692 | $499.0K | 0.05% | −275−4.6% | Reduced |
| Clarius Group, LLC | 5,700 | $499.0K | 0.04% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,704 | $500.0K | 0.17% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 5,707 | $501.0K | 0.10% | −45−0.8% | Reduced |
| CIBC Asset Management Inc | 5,711 | $501.0K | 0.00% | +5,711 | New |
| Davidson Trust Co | 5,762 | $506.0K | 0.38% | −307−5.1% | Reduced |
| Hollow Brook Wealth Management LLC | 5,788 | $508.0K | 0.23% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,788 | $508.0K | 0.02% | +17+0.3% | Added |
| First City Capital Management, Inc. | 5,788 | $508.0K | 0.28% | +151+2.7% | Added |
| Boenning & Scattergood, Inc. | 5,798 | $509.0K | 0.08% | −948−14.1% | Reduced |
| Juncture Wealth Strategies, LLC | 5,800 | $509.0K | 0.24% | +500+9.4% | Added |
| M Holdings Securities, Inc. | 5,806 | $509.0K | 0.04% | +5,806 | New |
| Kingsview Wealth Management, LLC | 5,805 | $509.4K | 0.02% | −1,934−25.0% | Reduced |
| Lindbrook Capital, LLC | 5,845 | $513.0K | 0.08% | −402−6.4% | Reduced |
| Plancorp, LLC | 5,841 | $513.0K | 0.03% | +11+0.2% | Added |
| Hilltop Holdings Inc. | 5,900 | $518.0K | 0.06% | +99+1.7% | Added |
| Guggenheim Capital LLC | 5,931 | $520.0K | 0.00% | −3,527−37.3% | Reduced |
| Sigma Planning Corp | 5,940 | $521.0K | 0.02% | −1,710−22.4% | Reduced |
| Hartford Investment Management Co | 5,965 | $523.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,997 | $526.0K | 0.00% | −9,256−60.7% | Reduced |
| MQS Management LLC | 5,989 | $526.0K | 0.43% | +5,989 | New |
| Cohen Klingenstein LLC | 6,000 | $527.0K | 0.02% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 6,022 | $528.0K | 0.16% | +20+0.3% | Added |
| Schulhoff & Co Inc | 6,042 | $530.0K | 0.22% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 6,050 | $531.0K | 0.17% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 6,052 | $531.0K | 0.06% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 6,074 | $532.0K | 0.15% | +2,983+96.5% | Added |
| American Portfolios Advisors | 6,065 | $532.2K | 0.02% | +75+1.3% | Added |
| J.W. Cole Advisors, Inc. | 6,075 | $533.0K | 0.04% | −43−0.7% | Reduced |
| Altshuler Shaham Ltd | 6,109 | $536.0K | 0.01% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 6,125 | $537.0K | 0.04% | −375−5.8% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 6,160 | $540.0K | 0.19% | +200+3.4% | Added |
| Hutner Capital Management Inc | 6,160 | $541.0K | 0.31% | −384−5.9% | Reduced |
| Ascent Group, LLC | 6,206 | $545.0K | 0.06% | +2,999+93.5% | Added |
| Rossmore Private Capital | 6,220 | $546.0K | 0.09% | +125+2.1% | Added |
| Mraz, Amerine & Associates, Inc. | 6,245 | $548.0K | 0.13% | 00.0% | Unchanged |
| Canandaigua National Corp | 6,258 | $549.0K | 0.08% | −66−1.0% | Reduced |
| E&G Advisors, LP | 6,298 | $553.0K | 0.15% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 6,340 | $556.0K | 0.06% | −510−7.4% | Reduced |
| TrinityPoint Wealth, LLC | 6,348 | $557.0K | 0.10% | −326−4.9% | Reduced |
| Vise Technologies, Inc. | 6,357 | $558.0K | 0.21% | +3,845+153.1% | Added |
| Total Clarity Wealth Management, Inc. | 6,377 | $560.0K | 0.31% | −360−5.3% | Reduced |
| Penbrook Management LLC | 6,460 | $567.0K | 0.37% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6,484 | $569.0K | 0.03% | −23−0.4% | Reduced |
| LaFleur & Godfrey LLC | 6,499 | $570.0K | 0.08% | −9,340−59.0% | Reduced |
| Fieldpoint Private Securities, LLC | 6,538 | $574.0K | 0.12% | +643+10.9% | Added |
| Intrust Bank NA | 6,650 | $584.0K | 0.07% | +1,773+36.4% | Added |
| Thomasville National Bank | 6,694 | $587.0K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 6,712 | $589.0K | 0.04% | −5,214−43.7% | Reduced |
| Thornburg Investment Management Inc | 6,722 | $590.0K | 0.01% | −3,873−36.6% | Reduced |
| NTV Asset Management LLC | 6,726 | $590.0K | 0.10% | +23+0.3% | Added |
| Sage Rhino Capital LLC | 6,764 | $594.0K | 0.18% | +750+12.5% | Added |
| Wolverine Trading, LLC | 6,800 | $598.0K | 0.02% | −17,844−72.4% | Reduced |
| Gradient Investments LLC | 6,836 | $600.0K | 0.02% | −327−4.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,847 | $601.0K | 0.01% | −1,753−20.4% | Reduced |
| Cable Hill Partners, LLC | 6,900 | $605.0K | 0.40% | +624+9.9% | Added |
| Radnor Capital Management, LLC | 7,045 | $618.0K | 0.16% | −850−10.8% | Reduced |
| Legacy Financial Advisors, Inc. | 7,078 | $621.0K | 0.14% | +657+10.2% | Added |
| Prospera Financial Services Inc | 7,133 | $627.0K | 0.03% | −4,934−40.9% | Reduced |
| Hall Capital Management Co Inc | 7,186 | $631.0K | 0.37% | −250−3.4% | Reduced |
| Banco de Sabadell, S.A | 7,222 | $631.0K | 0.37% | +536+8.0% | Added |
| Colony Group LLC | 7,352 | $645.0K | 0.01% | +118+1.6% | Added |
| Cetera Advisors LLC | 7,383 | $648.0K | 0.01% | +452+6.5% | Added |
| Mission Wealth Management, LP | 7,392 | $649.0K | 0.03% | −128−1.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 7,424 | $651.0K | 0.52% | +1,739+30.6% | Added |
| Valmark Advisers, Inc. | 7,427 | $652.0K | 0.01% | 00.0% | Unchanged |
| Farmers National Bank | 7,447 | $653.5K | 0.23% | −300−3.9% | Reduced |
| StoneX Group Inc. | 7,451 | $653.8K | 0.05% | +7,451 | New |
| Walter & Keenan Financial Consulting Co | 7,474 | $656.0K | 0.22% | 00.0% | Unchanged |
| Spire Wealth Management | 7,519 | $660.0K | 0.02% | −3,235−30.1% | Reduced |
| MAI Capital Management | 7,528 | $661.0K | 0.01% | +1,023+15.7% | Added |
| First Affirmative Financial Network | 7,650 | $671.0K | 0.64% | +776+11.3% | Added |
| Avidian Wealth Solutions, LLC | 7,702 | $676.0K | 0.04% | −1,828−19.2% | Reduced |
| Gyon Technologies Capital Management, LP | 7,699 | $676.0K | 0.48% | +7,699 | New |
| IFP Advisors, Inc | 10,920 | $678.0K | 0.01% | +8,335+322.4% | Added |
| Lee Danner & Bass Inc | 7,813 | $686.0K | 0.06% | −851−9.8% | Reduced |
| Mill Capital Management, LLC | 7,846 | $688.0K | 0.07% | −400−4.9% | Reduced |
| Wealthsource Partners, LLC | 7,859 | $690.0K | 0.05% | −310−3.8% | Reduced |
| First Foundation Advisors | 7,897 | $693.0K | 0.03% | −491−5.9% | Reduced |
| 1620 Investment Advisors, Inc. | 7,932 | $694.0K | 0.76% | 00.0% | Unchanged |
| Covington Capital Management | 8,071 | $708.0K | 0.03% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 8,082 | $709.0K | 0.28% | +550+7.3% | Added |
| Essex Financial Services, Inc. | 8,092 | $710.0K | 0.07% | −212−2.6% | Reduced |
| Marotta Asset Management | 8,109 | $711.6K | 0.17% | +44+0.5% | Added |
| EP Wealth Advisors, LLC | 8,169 | $717.0K | 0.02% | −315−3.7% | Reduced |