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, 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 | 1,625 | $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, 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 |
|---|---|---|---|---|---|
| World Equity Group, Inc. | 12,020 | $1.05M | 0.23% | +12,020 | New |
| Berkshire Bank | 12,038 | $1.06M | 0.25% | −1,241−9.3% | Reduced |
| Voya Financial Advisors, Inc. | 12,041 | $1.06M | 0.12% | +1,796+17.5% | Added |
| DGS Capital Management, LLC | 12,068 | $1.06M | 0.65% | +6,581+119.9% | Added |
| Brookstone Capital Management | 11,454 | $1.07M | 0.02% | −489−4.1% | Reduced |
| TownSquare Capital, LLC | 12,249 | $1.07M | 0.03% | +3,600+41.6% | Added |
| Ballentine Partners, LLC | 12,305 | $1.08M | 0.03% | +3,661+42.4% | Added |
| Trust Co of Oklahoma | 12,481 | $1.10M | 0.42% | +125+1.0% | Added |
| Blueshift Asset Management, LLC | 12,535 | $1.10M | 0.10% | −43,112−77.5% | Reduced |
| Liberty One Investment Management, LLC | 12,543 | $1.10M | 0.17% | −202−1.6% | Reduced |
| Berkeley Capital Partners, LLC | 12,557 | $1.10M | 0.44% | +8,713+226.7% | Added |
| Venture Visionary Partners LLC | 12,589 | $1.10M | 0.07% | −432−3.3% | Reduced |
| XML Financial, LLC | 12,749 | $1.12M | 0.13% | +30.0% | Added |
| Boit C F David | 12,800 | $1.12M | 0.74% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 12,854 | $1.13M | 0.02% | −176−1.4% | Reduced |
| Pathstone Family Office, LLC | 12,892 | $1.14M | 0.03% | +975+8.2% | Added |
| Legal & General Group Plc | 12,951 | $1.14M | 0.00% | +12,951 | New |
| 1832 Asset Management L.P. | 13,168 | $1.14M | 0.00% | +189+1.5% | Added |
| Bryn Mawr Trust Co | 13,028 | $1.14M | 0.04% | −46−0.4% | Reduced |
| TD Asset Management Inc | 13,105 | $1.15M | 0.00% | −280−2.1% | Reduced |
| Wade G W & Inc | 13,110 | $1.15M | 0.05% | +129+1.0% | Added |
| Frontier Wealth Management LLC | 12,419 | $1.15M | 0.01% | −650−5.0% | Reduced |
| LCNB Corp | 13,240 | $1.16M | 0.55% | +1,285+10.7% | Added |
| TD Private Client Wealth LLC | 13,250 | $1.16M | 0.05% | −3,622−21.5% | Reduced |
| Johnson Investment Counsel Inc | 13,278 | $1.17M | 0.01% | −487−3.5% | Reduced |
| Arvest Trust Co N A | 13,296 | $1.17M | 0.06% | +1,920+16.9% | Added |
| Aevitas Wealth Management, Inc. | 13,340 | $1.17M | 0.72% | −49−0.4% | Reduced |
| Fred Alger Management, LLC | 13,343 | $1.17M | 0.00% | +842+6.7% | Added |
| Cary Street Partners Asset Management LLC | 13,528 | $1.19M | 0.24% | +100+0.7% | Added |
| Covenant Partners, LLC | 13,561 | $1.19M | 0.47% | +2,455+22.1% | Added |
| Level Four Advisory Services, LLC | 13,565 | $1.19M | 0.09% | +5,103+60.3% | Added |
| Transcend Wealth Collective, LLC | 13,707 | $1.20M | 0.11% | +409+3.1% | Added |
| Umb Bank N A | 13,766 | $1.21M | 0.02% | −41−0.3% | Reduced |
| Kensington Investment Counsel, LLC | 13,820 | $1.21M | 0.80% | +656+5.0% | Added |
| Baker Ellis Asset Management LLC | 13,869 | $1.22M | 0.22% | +100+0.7% | Added |
| Comerica Securities,inc. | 14,054 | $1.23M | 0.08% | +465+3.4% | Added |
| Richard P Slaughter Associates Inc | 14,134 | $1.24M | 0.46% | +1,536+12.2% | Added |
| AIMZ Investment Advisors, LLC | 14,170 | $1.24M | 0.51% | −276−1.9% | Reduced |
| West Oak Capital, LLC | 14,185 | $1.25M | 0.56% | +985+7.5% | Added |
| Physicians Financial Services, Inc. | 14,208 | $1.25M | 0.48% | −325−2.2% | Reduced |
| Cambridge Advisors Inc. | 14,275 | $1.25M | 0.30% | −100−0.7% | Reduced |
| Ativo Capital Management LLC | 14,276 | $1.25M | 0.64% | +38+0.3% | Added |
| Boston Private Wealth LLC | 14,285 | $1.25M | 0.02% | +1,841+14.8% | Added |
| GQG Partners LLC | 14,382 | $1.26M | 0.00% | +1,168+8.8% | Added |
| Squarepoint Ops LLC | 14,407 | $1.26M | 0.01% | −27,101−65.3% | Reduced |
| FourThought Financial, LLC | 14,416 | $1.26M | 0.16% | −72,351−83.4% | Reduced |
| SevenBridge Financial Group, LLC | 14,455 | $1.27M | 0.45% | −362−2.4% | Reduced |
| Greenleaf Trust | 14,488 | $1.27M | 0.02% | −867−5.6% | Reduced |
| Aberdeen Wealth Management LLC | 14,713 | $1.29M | 0.88% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 14,750 | $1.29M | 0.97% | −5,675−27.8% | Reduced |
| Court Place Advisors, LLC | 14,750 | $1.29M | 0.42% | −4,115−21.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14,878 | $1.31M | 0.00% | −212−1.4% | Reduced |
| Welch Group, LLC | 14,941 | $1.31M | 0.07% | −1,664−10.0% | Reduced |
| First Horizon Advisors, Inc. | 15,100 | $1.32M | 0.07% | −1,461−8.8% | Reduced |
| Marco Investment Management LLC | 15,132 | $1.33M | 0.13% | −785−4.9% | Reduced |
| Patten Group, Inc. | 15,200 | $1.33M | 0.37% | +791+5.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 15,353 | $1.35M | 0.06% | +1,249+8.9% | Added |
| Albert D Mason Inc | 15,398 | $1.35M | 0.87% | −294−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 15,538 | $1.36M | 0.15% | +3,606+30.2% | Added |
| Old Port Advisors | 15,617 | $1.37M | 0.47% | +831+5.6% | Added |
| Arnhold LLC | 15,636 | $1.37M | 0.15% | +3,000+23.7% | Added |
| Checchi Capital Advisers, LLC | 15,766 | $1.38M | 0.14% | +132+0.8% | Added |
| Massachusetts Financial Services Co | 15,776 | $1.38M | 0.00% | +1,203+8.3% | Added |
| Boston Family Office LLC | 15,835 | $1.39M | 0.10% | −550−3.4% | Reduced |
| Altium Wealth Management LLC | 15,839 | $1.39M | 0.09% | +6,084+62.4% | Added |
| Cetera Investment Advisers | 15,894 | $1.40M | 0.02% | −582−3.5% | Reduced |
| HRT Financial LP | 16,038 | $1.41M | 0.01% | −5,675−26.1% | Reduced |
| True North Advisors, LLC | 16,176 | $1.42M | 0.38% | −1,614−9.1% | Reduced |
| Rothschild Investment Corp | 16,275 | $1.43M | 0.11% | +250+1.6% | Added |
| Wambolt & Associates, LLC | 16,315 | $1.43M | 0.52% | +738+4.7% | Added |
| Park Avenue Securities LLC | 16,542 | $1.45M | 0.03% | +2,388+16.9% | Added |
| Atria Wealth Solutions, Inc. | 16,559 | $1.45M | 0.02% | +16,559 | New |
| Roberts Glore & Co Inc | 16,570 | $1.45M | 0.42% | +100+0.6% | Added |
| Bayesian Capital Management, LP | 16,617 | $1.46M | 0.22% | +16,617 | New |
| South State Corp. | 16,630 | $1.46M | 0.12% | −1,755−9.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,705 | $1.47M | 0.13% | −2,044−10.9% | Reduced |
| Davy Global Fund Management Ltd | 16,947 | $1.49M | 0.24% | +2,300+15.7% | Added |
| Allspring Global Investments Holdings, LLC | 16,991 | $1.49M | 0.00% | −37,800−69.0% | Reduced |
| Benedict Financial Advisors Inc | 16,975 | $1.49M | 0.40% | +469+2.8% | Added |
| Regentatlantic Capital LLC | 17,125 | $1.50M | 0.04% | −1,434−7.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 17,131 | $1.50M | 0.15% | −821−4.6% | Reduced |
| Benjamin Edwards Inc | 17,194 | $1.51M | 0.44% | +5,561+47.8% | Added |
| CNB Bank | 17,252 | $1.51M | 0.85% | +679+4.1% | Added |
| Fortem Financial Group, LLC | 17,346 | $1.52M | 0.67% | +7,645+78.8% | Added |
| Ritholtz Wealth Management | 17,382 | $1.52M | 0.10% | +7,098+69.0% | Added |
| Old National Bancorp | 17,418 | $1.53M | 0.06% | −10−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 17,443 | $1.53M | 0.54% | +1,062+6.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,463 | $1.53M | 0.98% | +956+5.8% | Added |
| Summit Global Investments | 17,585 | $1.54M | 0.11% | −44−0.2% | Reduced |
| Coastline Trust Co | 17,777 | $1.56M | 0.19% | +92+0.5% | Added |
| Independent Investors Inc | 17,900 | $1.57M | 0.35% | 00.0% | Unchanged |
| Bessemer Group Inc | 18,098 | $1.59M | 0.00% | −2,153−10.6% | Reduced |
| Headinvest, LLC | 18,175 | $1.59M | 0.30% | +209+1.2% | Added |
| Lowe Brockenbrough & Co Inc | 18,559 | $1.63M | 0.12% | −1,296−6.5% | Reduced |
| McDaniel Terry & Co | 18,622 | $1.63M | 0.18% | −150,080−89.0% | Reduced |
| Telemus Capital, LLC | 18,617 | $1.63M | 0.14% | −667−3.5% | Reduced |
| Aaron Wealth Advisors | 148,385 | $1.69M | 0.03% | +148,385 | New |
| Advisors Management Group Inc | 19,781 | $1.74M | 0.59% | −133−0.7% | Reduced |
| Diamond Hill Capital Management Inc | 19,979 | $1.75M | 0.01% | 00.0% | Unchanged |
| Salem Capital Management Inc | 19,994 | $1.75M | 0.98% | 00.0% | Unchanged |