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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 14,054 | $1.23M | 0.08% | +465+3.4% | Added |
| Baker Ellis Asset Management LLC | 13,869 | $1.22M | 0.22% | +100+0.7% | Added |
| Kensington Investment Counsel, LLC | 13,820 | $1.21M | 0.80% | +656+5.0% | Added |
| Umb Bank N A | 13,766 | $1.21M | 0.02% | −41−0.3% | Reduced |
| Transcend Wealth Collective, LLC | 13,707 | $1.20M | 0.11% | +409+3.1% | 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 |
| Cary Street Partners Asset Management LLC | 13,528 | $1.19M | 0.24% | +100+0.7% | 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 |
| Arvest Trust Co N A | 13,296 | $1.17M | 0.06% | +1,920+16.9% | Added |
| Johnson Investment Counsel Inc | 13,278 | $1.17M | 0.01% | −487−3.5% | Reduced |
| TD Private Client Wealth LLC | 13,250 | $1.16M | 0.05% | −3,622−21.5% | Reduced |
| LCNB Corp | 13,240 | $1.16M | 0.55% | +1,285+10.7% | Added |
| Frontier Wealth Management LLC | 12,419 | $1.15M | 0.01% | −650−5.0% | 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 |
| Bryn Mawr Trust Co | 13,028 | $1.14M | 0.04% | −46−0.4% | Reduced |
| 1832 Asset Management L.P. | 13,168 | $1.14M | 0.00% | +189+1.5% | Added |
| Legal & General Group Plc | 12,951 | $1.14M | 0.00% | +12,951 | New |
| Pathstone Family Office, LLC | 12,892 | $1.14M | 0.03% | +975+8.2% | Added |
| Buckingham Strategic Wealth, LLC | 12,854 | $1.13M | 0.02% | −176−1.4% | Reduced |
| Boit C F David | 12,800 | $1.12M | 0.74% | 00.0% | Unchanged |
| XML Financial, LLC | 12,749 | $1.12M | 0.13% | +30.0% | Added |
| Venture Visionary Partners LLC | 12,589 | $1.10M | 0.07% | −432−3.3% | Reduced |
| Berkeley Capital Partners, LLC | 12,557 | $1.10M | 0.44% | +8,713+226.7% | Added |
| Liberty One Investment Management, LLC | 12,543 | $1.10M | 0.17% | −202−1.6% | Reduced |
| Blueshift Asset Management, LLC | 12,535 | $1.10M | 0.10% | −43,112−77.5% | Reduced |
| Trust Co of Oklahoma | 12,481 | $1.10M | 0.42% | +125+1.0% | Added |
| Ballentine Partners, LLC | 12,305 | $1.08M | 0.03% | +3,661+42.4% | Added |
| TownSquare Capital, LLC | 12,249 | $1.07M | 0.03% | +3,600+41.6% | Added |
| Brookstone Capital Management | 11,454 | $1.07M | 0.02% | −489−4.1% | 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 |
| Berkshire Bank | 12,038 | $1.06M | 0.25% | −1,241−9.3% | Reduced |
| World Equity Group, Inc. | 12,020 | $1.05M | 0.23% | +12,020 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,923 | $1.05M | 0.01% | +50+0.4% | Added |
| Carnegie Capital Asset Management, LLC | 11,895 | $1.04M | 0.04% | −21−0.2% | Reduced |
| CAPROCK Group, Inc. | 11,838 | $1.04M | 0.10% | +3,146+36.2% | Added |
| Abbrea Capital, LLC | 11,831 | $1.04M | 0.15% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 11,788 | $1.03M | 0.16% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,771 | $1.03M | 0.05% | −604−4.9% | Reduced |
| Annex Advisory Services, LLC | 11,757 | $1.03M | 0.08% | −2,081−15.0% | Reduced |
| Stratos Wealth Partners, LTD. | 11,754 | $1.03M | 0.02% | −175−1.5% | Reduced |
| Simmons Bank | 11,711 | $1.03M | 0.08% | −212−1.8% | Reduced |
| MUFG Americas Holdings Corp | 11,658 | $1.02M | 0.02% | −1,052−8.3% | Reduced |
| Northcape Wealth Management, LLC | 11,643 | $1.02M | 0.30% | +3,271+39.1% | Added |
| Veriti Management LLC | 11,627 | $1.02M | 0.12% | +3,746+47.5% | Added |
| Avantax Advisory Services, Inc. | 11,478 | $1.01M | 0.01% | +1,364+13.5% | Added |
| Greenwich Wealth Management LLC | 11,476 | $1.01M | 0.10% | −95−0.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 11,429 | $1.00M | 0.30% | −265−2.3% | Reduced |
| Mutual Advisors, LLC | 11,424 | $1.00M | 0.06% | −596−5.0% | Reduced |
| Silvercrest Asset Management Group LLC | 11,313 | $993.0K | 0.01% | −363−3.1% | Reduced |
| Financial Advocates Investment Management | 11,123 | $976.0K | 0.06% | +337+3.1% | Added |
| Sequoia Financial Advisors, LLC | 10,996 | $965.0K | 0.02% | +3,272+42.4% | Added |
| Greenup Street Wealth Management LLC | 10,854 | $952.0K | 0.53% | −1,223−10.1% | Reduced |
| Holderness Investments Co | 10,821 | $950.0K | 0.32% | +426+4.1% | Added |
| Sit Investment Associates Inc | 10,800 | $948.0K | 0.03% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 10,788 | $947.0K | 0.68% | 00.0% | Unchanged |
| Ar Asset Management Inc | 10,750 | $943.0K | 0.24% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10,722 | $941.0K | 0.12% | −715−6.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,691 | $938.1K | 0.01% | +174+1.7% | Added |
| Fort Pitt Capital Group, LLC | 10,693 | $938.0K | 0.03% | +10,693 | New |
| Scott & Selber, Inc. | 10,674 | $937.0K | 0.36% | +10,674 | New |
| Balentine LLC | 10,672 | $936.0K | 0.03% | +3,538+49.6% | Added |
| Verdence Capital Advisors LLC | 10,629 | $933.0K | 0.11% | +267+2.6% | Added |
| Tiaa, FSB | 10,510 | $922.0K | 0.00% | −703−6.3% | Reduced |
| Hamel Associates, Inc. | 10,491 | $921.0K | 0.33% | −3,798−26.6% | Reduced |
| GFS Advisors, LLC | 10,475 | $919.0K | 0.19% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 10,457 | $918.0K | 0.12% | −61−0.6% | Reduced |
| Chilton Capital Management LLC | 10,426 | $914.0K | 0.05% | +2,265+27.8% | Added |
| Parallel Advisors, LLC | 10,313 | $907.0K | 0.04% | −1,684−14.0% | Reduced |
| Highland Capital Management, LLC | 10,297 | $904.0K | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,300 | $904.0K | 0.00% | +1,500+17.0% | Added |
| FRG Family Wealth Advisors LLC | 10,275 | $902.0K | 0.18% | 00.0% | Unchanged |
| Bangor Savings Bank | 10,283 | $902.0K | 0.09% | +10,283 | New |
| Ariel Investments, LLC | 10,224 | $897.0K | 0.01% | −407−3.8% | Reduced |
| CX Institutional | 10,202 | $895.0K | 0.07% | +1,375+15.6% | Added |
| Eagle Asset Management Inc | 10,182 | $893.0K | 0.00% | −883−8.0% | Reduced |
| Elmwood Wealth Management, Inc. | 10,137 | $890.0K | 0.46% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10,137 | $890.0K | 0.52% | +139+1.4% | Added |
| Quadrant Capital Group LLC | 10,148 | $890.0K | 0.11% | +3,038+42.7% | Added |
| Bluestein R H & Co | 10,100 | $886.0K | 0.04% | 00.0% | Unchanged |
| Summit Financial, LLC | 10,067 | $883.4K | 0.07% | +1,327+15.2% | Added |
| Delta Financial Advisors LLC | 9,936 | $872.0K | 0.37% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 9,932 | $871.0K | 0.06% | 00.0% | Unchanged |
| Becker Capital Management Inc | 9,920 | $870.0K | 0.04% | −2,273−18.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,882 | $867.0K | 0.16% | +2,032+25.9% | Added |
| Burns J W & Co Inc | 9,873 | $866.0K | 0.14% | −884−8.2% | Reduced |
| Financial Architects, Inc | 9,863 | $865.0K | 0.12% | −1,600−14.0% | Reduced |
| Patton Albertson Miller Group, LLC | 9,853 | $865.0K | 0.15% | +13+0.1% | Added |
| Associated Banc-Corp | 9,794 | $859.0K | 0.03% | −424−4.1% | Reduced |
| Drexel Morgan & Co. | 9,720 | $853.0K | 0.25% | 00.0% | Unchanged |
| Graypoint LLC | 9,706 | $852.0K | 0.08% | −45−0.5% | Reduced |
| Latitude Advisors, LLC | 9,625 | $845.0K | 0.19% | +2,776+40.5% | Added |
| Diversified Trust Co | 9,604 | $843.0K | 0.03% | −740−7.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,592 | $842.0K | 0.03% | +90+0.9% | Added |
| Stephens Inc | 9,550 | $838.0K | 0.01% | −2,682−21.9% | Reduced |
| KCM Investment Advisors LLC | 9,537 | $837.0K | 0.03% | +971+11.3% | Added |
| Douglass Winthrop Advisors, LLC | 9,516 | $835.0K | 0.02% | 00.0% | Unchanged |