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 |
|---|---|---|---|---|---|
| Abbot Financial Management, Inc. | 25,444 | $2.23M | 1.09% | −399−1.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 25,149 | $2.21M | 0.24% | +3,888+18.3% | Added |
| Connolly Sarah T. | 25,073 | $2.20M | 1.29% | +536+2.2% | Added |
| Forum Financial Management, LP | 24,935 | $2.19M | 0.11% | −14−0.1% | Reduced |
| EagleClaw Capital Managment, LLC | 24,810 | $2.18M | 0.50% | −150−0.6% | Reduced |
| Cresset Asset Management, LLC | 24,670 | $2.17M | 0.02% | +712+3.0% | Added |
| Clearstead Advisors, LLC | 24,414 | $2.14M | 0.15% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 24,186 | $2.12M | 0.33% | −65−0.3% | Reduced |
| Cox Capital Mgt LLC | 23,958 | $2.10M | 1.32% | +14+0.1% | Added |
| Dempze Nancy E | 23,893 | $2.10M | 1.53% | −1,693−6.6% | Reduced |
| Snowden Capital Advisors LLC | 23,669 | $2.08M | 0.08% | +20,307+604.0% | Added |
| Cascade Investment Advisors, Inc. | 23,217 | $2.04M | 1.24% | −223−1.0% | Reduced |
| Signaturefd, LLC | 23,038 | $2.02M | 0.06% | +3,455+17.6% | Added |
| Advisor Partners LLC | 23,034 | $2.02M | 0.13% | +2,933+14.6% | Added |
| Providence Capital Advisors, LLC | 22,817 | $1.99M | 0.53% | +1,835+8.7% | Added |
| Telos Capital Management, Inc. | 22,496 | $1.97M | 0.26% | −220−1.0% | Reduced |
| Kahn Brothers Group Inc | 22,378 | $1.96M | 0.25% | 00.0% | Unchanged |
| Commerce Bank | 22,244 | $1.95M | 0.01% | −629−2.7% | Reduced |
| NBT Bank N A | 22,098 | $1.94M | 0.26% | −467−2.1% | Reduced |
| Palisade Asset Management, LLC | 22,099 | $1.94M | 0.22% | +800+3.8% | Added |
| Synovus Financial Corp | 21,770 | $1.91M | 0.02% | −870−3.8% | Reduced |
| Sandy Spring Bank | 21,666 | $1.90M | 0.10% | −405−1.8% | Reduced |
| Eqis Capital Management, Inc. | 21,534 | $1.89M | 0.17% | +21,534 | New |
| HC Financial Advisors Inc | 21,263 | $1.87M | 1.11% | −610−2.8% | Reduced |
| Fca Corp | 21,191 | $1.86M | 0.65% | +830+4.1% | Added |
| National Asset Management, Inc. | 21,166 | $1.86M | 0.06% | +717+3.5% | Added |
| FineMark National Bank & Trust | 21,164 | $1.86M | 0.07% | −1,435−6.3% | Reduced |
| Valley National Advisers Inc | 21,144 | $1.85M | 0.36% | −65−0.3% | Reduced |
| Cerity Partners LLC | 23,955 | $1.85M | 0.03% | +1,125+4.9% | Added |
| JustInvest LLC | 20,915 | $1.83M | 0.09% | +9,054+76.3% | Added |
| BTC Capital Management, Inc. | 20,748 | $1.83M | 0.18% | +10,065+94.2% | Added |
| Laurel Wealth Advisors, Inc. | 20,769 | $1.82M | 0.15% | +2,023+10.8% | Added |
| Employees Retirement System of Texas | 20,475 | $1.80M | 0.02% | −13,338−39.4% | Reduced |
| Somerset Trust Co | 20,109 | $1.76M | 0.68% | −1,375−6.4% | Reduced |
| Raymond James Trust N.A. | 20,099 | $1.76M | 0.05% | +901+4.7% | Added |
| Horizon Kinetics Asset Management LLC | 20,050 | $1.76M | 0.04% | 00.0% | Unchanged |
| Salem Capital Management Inc | 19,994 | $1.75M | 0.98% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 19,979 | $1.75M | 0.01% | 00.0% | Unchanged |
| Advisors Management Group Inc | 19,781 | $1.74M | 0.59% | −133−0.7% | Reduced |
| Aaron Wealth Advisors | 148,385 | $1.69M | 0.03% | +148,385 | New |
| 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 |
| Lowe Brockenbrough & Co Inc | 18,559 | $1.63M | 0.12% | −1,296−6.5% | Reduced |
| Headinvest, LLC | 18,175 | $1.59M | 0.30% | +209+1.2% | Added |
| Bessemer Group Inc | 18,098 | $1.59M | 0.00% | −2,153−10.6% | Reduced |
| Independent Investors Inc | 17,900 | $1.57M | 0.35% | 00.0% | Unchanged |
| Coastline Trust Co | 17,777 | $1.56M | 0.19% | +92+0.5% | Added |
| Summit Global Investments | 17,585 | $1.54M | 0.11% | −44−0.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 17,463 | $1.53M | 0.98% | +956+5.8% | Added |
| Lester Murray Antman dba SimplyRich | 17,443 | $1.53M | 0.54% | +1,062+6.5% | Added |
| Old National Bancorp | 17,418 | $1.53M | 0.06% | −10−0.1% | Reduced |
| Ritholtz Wealth Management | 17,382 | $1.52M | 0.10% | +7,098+69.0% | Added |
| Fortem Financial Group, LLC | 17,346 | $1.52M | 0.67% | +7,645+78.8% | Added |
| CNB Bank | 17,252 | $1.51M | 0.85% | +679+4.1% | Added |
| Benjamin Edwards Inc | 17,194 | $1.51M | 0.44% | +5,561+47.8% | 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 |
| 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 |
| Davy Global Fund Management Ltd | 16,947 | $1.49M | 0.24% | +2,300+15.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,705 | $1.47M | 0.13% | −2,044−10.9% | Reduced |
| South State Corp. | 16,630 | $1.46M | 0.12% | −1,755−9.5% | Reduced |
| Bayesian Capital Management, LP | 16,617 | $1.46M | 0.22% | +16,617 | New |
| Roberts Glore & Co Inc | 16,570 | $1.45M | 0.42% | +100+0.6% | Added |
| Atria Wealth Solutions, Inc. | 16,559 | $1.45M | 0.02% | +16,559 | New |
| Park Avenue Securities LLC | 16,542 | $1.45M | 0.03% | +2,388+16.9% | Added |
| Wambolt & Associates, LLC | 16,315 | $1.43M | 0.52% | +738+4.7% | Added |
| Rothschild Investment Corp | 16,275 | $1.43M | 0.11% | +250+1.6% | Added |
| True North Advisors, LLC | 16,176 | $1.42M | 0.38% | −1,614−9.1% | Reduced |
| HRT Financial LP | 16,038 | $1.41M | 0.01% | −5,675−26.1% | Reduced |
| Cetera Investment Advisers | 15,894 | $1.40M | 0.02% | −582−3.5% | Reduced |
| 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 |
| Massachusetts Financial Services Co | 15,776 | $1.38M | 0.00% | +1,203+8.3% | Added |
| Checchi Capital Advisers, LLC | 15,766 | $1.38M | 0.14% | +132+0.8% | Added |
| Arnhold LLC | 15,636 | $1.37M | 0.15% | +3,000+23.7% | Added |
| Old Port Advisors | 15,617 | $1.37M | 0.47% | +831+5.6% | Added |
| Mount Yale Investment Advisors, LLC | 15,538 | $1.36M | 0.15% | +3,606+30.2% | Added |
| Albert D Mason Inc | 15,398 | $1.35M | 0.87% | −294−1.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,353 | $1.35M | 0.06% | +1,249+8.9% | Added |
| Patten Group, Inc. | 15,200 | $1.33M | 0.37% | +791+5.5% | Added |
| Marco Investment Management LLC | 15,132 | $1.33M | 0.13% | −785−4.9% | Reduced |
| First Horizon Advisors, Inc. | 15,100 | $1.32M | 0.07% | −1,461−8.8% | Reduced |
| Welch Group, LLC | 14,941 | $1.31M | 0.07% | −1,664−10.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14,878 | $1.31M | 0.00% | −212−1.4% | Reduced |
| 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 |
| Aberdeen Wealth Management LLC | 14,713 | $1.29M | 0.88% | 00.0% | Unchanged |
| Greenleaf Trust | 14,488 | $1.27M | 0.02% | −867−5.6% | Reduced |
| SevenBridge Financial Group, LLC | 14,455 | $1.27M | 0.45% | −362−2.4% | Reduced |
| FourThought Financial, LLC | 14,416 | $1.26M | 0.16% | −72,351−83.4% | Reduced |
| Squarepoint Ops LLC | 14,407 | $1.26M | 0.01% | −27,101−65.3% | Reduced |
| GQG Partners LLC | 14,382 | $1.26M | 0.00% | +1,168+8.8% | Added |
| 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 |
| Physicians Financial Services, Inc. | 14,208 | $1.25M | 0.48% | −325−2.2% | Reduced |
| West Oak Capital, LLC | 14,185 | $1.25M | 0.56% | +985+7.5% | Added |
| AIMZ Investment Advisors, LLC | 14,170 | $1.24M | 0.51% | −276−1.9% | Reduced |
| Richard P Slaughter Associates Inc | 14,134 | $1.24M | 0.46% | +1,536+12.2% | Added |