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, Q2 2022
Institutional positions in Novartis AG as of Jun 30, 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
- 1,142
- +15 vs. Q1 2022
- Shares held
- 199.7M
- −5.53M (−2.7%) vs. Q1 2022
- Total value
- $16.9B
- −$1.12B (−6.2%) vs. Q1 2022
- New holders
- 90
- 348 more added
- Sold out
- 75
- 448 more reduced
10 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 22,552,769 | $1.91B | 1.32% | −5,291,440−19.0% | Reduced |
| Primecap Management Co | 17,604,080 | $1.49B | 1.33% | −180,650−1.0% | Reduced |
| Loomis Sayles & Co L P | 15,485,220 | $1.31B | 2.43% | −1,821,967−10.5% | Reduced |
| Fisher Asset Management, LLC | 11,246,080 | $950.6M | 0.67% | +375,047+3.4% | Added |
| Franklin Resources Inc | 7,488,174 | $633.0M | 0.31% | +258,830+3.6% | Added |
| Bank of America Corp | 7,424,251 | $627.6M | 0.08% | −441,484−5.6% | Reduced |
| Morgan Stanley | 6,398,786 | $540.9M | 0.07% | +3,134,810+96.0% | Added |
| Dimensional Fund Advisors LP | 6,037,514 | $510.4M | 0.19% | +1,680,152+38.6% | Added |
| Wellington Management Group LLP | 4,605,522 | $389.3M | 0.08% | +473,587+11.5% | Added |
| Boston Partners | 4,584,318 | $387.7M | 0.54% | −25,857−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 4,444,251 | $375.7M | 0.13% | +45,038+1.0% | Added |
| Renaissance Technologies LLC | 3,783,370 | $319.8M | 0.38% | +402,200+11.9% | Added |
| Cullen Capital Management LLC | 3,363,332 | $284.3M | 2.86% | +68,061+2.1% | Added |
| Janus Henderson Group PLC | 3,189,284 | $269.6M | 0.19% | −191,601−5.7% | Reduced |
| Northern Trust Corp | 2,767,794 | $234.0M | 0.05% | −75,194−2.6% | Reduced |
| Goldman Sachs Group Inc | 2,635,332 | $222.8M | 0.06% | −146,264−5.3% | Reduced |
| Wells Fargo & Company | 2,628,520 | $222.2M | 0.07% | −456,224−14.8% | Reduced |
| UBS Group AG | 2,606,288 | $220.3M | 0.11% | −570,793−18.0% | Reduced |
| Two Sigma Advisers, LP | 2,573,200 | $217.5M | 0.62% | −363,500−12.4% | Reduced |
| Principal Financial Group Inc | 2,268,376 | $191.7M | 0.14% | −24,731−1.1% | Reduced |
| State Street Corp | 1,969,905 | $166.5M | 0.01% | +7,145+0.4% | Added |
| Manning & Napier Group, LLC | 1,802,933 | $152.4M | 1.76% | −33,047−1.8% | Reduced |
| Two Sigma Investments, LP | 1,607,532 | $135.9M | 0.46% | −324,422−16.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,569,193 | $132.6M | 0.19% | −423,365−21.2% | Reduced |
| BlackRock Inc. | 1,545,282 | $130.6M | 0.00% | −11,257−0.7% | Reduced |
| Natixis Advisors, L.P. | 1,423,580 | $120.3M | 0.53% | −317,146−18.2% | Reduced |
| FMR LLC | 1,412,717 | $119.4M | 0.01% | +70,136+5.2% | Added |
| Scharf Investments, LLC | 1,322,606 | $111.8M | 3.81% | −18,074−1.3% | Reduced |
| Envestnet Asset Management Inc | 1,256,639 | $106.2M | 0.06% | +51,511+4.3% | Added |
| Parnassus Investments | 1,242,128 | $105.0M | 0.25% | 00.0% | Unchanged |
| Sanders Capital, LLC | 1,133,420 | $95.8M | 0.24% | −3,220−0.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,053,791 | $89.1M | 0.37% | +283,045+36.7% | Added |
| Capital Research Global Investors | 984,751 | $83.2M | 0.03% | −3630.0% | Reduced |
| Truist Financial Corp | 974,284 | $82.4M | 0.15% | −120,349−11.0% | Reduced |
| Royal Bank of Canada | 950,026 | $80.3M | 0.02% | −58,306−5.8% | Reduced |
| Capital World Investors | 948,953 | $80.2M | 0.02% | +431,840+83.5% | Added |
| Marshall Wace, LLP | 917,699 | $77.6M | 0.18% | +239,038+35.2% | Added |
| Voloridge Investment Management, LLC | 888,703 | $75.1M | 0.39% | −178,864−16.8% | Reduced |
| Earnest Partners LLC | 866,934 | $73.3M | 0.49% | −26,592−3.0% | Reduced |
| Neuberger Berman Group LLC | 818,800 | $69.2M | 0.07% | −3,383−0.4% | Reduced |
| Macquarie Group Ltd | 817,646 | $69.1M | 0.08% | −18,139−2.2% | Reduced |
| Mondrian Investment Partners LTD | 797,698 | $67.4M | 1.56% | −69,000−8.0% | Reduced |
| Bank of New York Mellon Corp | 764,684 | $64.6M | 0.01% | −11,105−1.4% | Reduced |
| Raymond James & Associates | 762,796 | $64.5M | 0.06% | −128,085−14.4% | Reduced |
| Madison Asset Management, LLC | 751,770 | $63.5M | 0.99% | −24,882−3.2% | Reduced |
| First Trust Advisors LP | 721,189 | $61.0M | 0.08% | +9,893+1.4% | Added |
| Ameriprise Financial Inc | 710,780 | $60.1M | 0.02% | −766,267−51.9% | Reduced |
| Bristol John W & Co Inc | 689,894 | $58.3M | 1.43% | −18,724−2.6% | Reduced |
| JPMorgan Chase & Co | 662,995 | $56.0M | 0.01% | +444,401+203.3% | Added |
| SEI Investments Co | 644,878 | $54.6M | 0.12% | −25,517−3.8% | Reduced |
| Aristotle Capital Management, LLC | 595,072 | $50.3M | 0.11% | +9,583+1.6% | Added |
| D.A. Davidson & Co. | 473,822 | $40.1M | 0.50% | +4,237+0.9% | Added |
| Morningstar Investment Services LLC | 426,909 | $36.1M | 0.48% | −2,178−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 422,833 | $35.7M | 0.09% | +35,522+9.2% | Added |
| Managed Asset Portfolios, LLC | 422,262 | $35.7M | 5.67% | +5,079+1.2% | Added |
| Fayez Sarofim & Co | 404,331 | $34.2M | 0.12% | −11,025−2.7% | Reduced |
| TCTC Holdings, LLC | 400,067 | $33.8M | 1.49% | −2,299−0.6% | Reduced |
| GW Henssler & Associates Ltd | 382,308 | $32.3M | 2.40% | +156,187+69.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 381,245 | $32.2M | 0.07% | +10,615+2.9% | Added |
| Stifel Financial Corp | 361,916 | $30.6M | 0.05% | −12,349−3.3% | Reduced |
| Jane Street Group, LLC | 358,494 | $30.3M | 0.06% | −234,181−39.5% | Reduced |
| Oppenheimer Asset Management Inc. | 353,685 | $29.9M | 0.50% | −6,401−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 352,543 | $29.8M | 0.03% | −14,110−3.8% | Reduced |
| Brown Advisory Inc | 351,959 | $29.8M | 0.06% | +7,402+2.1% | Added |
| Van Eck Associates Corp | 343,204 | $29.0M | 0.08% | +123,649+56.3% | Added |
| Invesco Ltd. | 331,658 | $28.0M | 0.01% | +3,984+1.2% | Added |
| Saturna Capital CORP | 325,958 | $27.6M | 0.65% | +220+0.1% | Added |
| Douglas Lane & Associates, LLC | 325,706 | $27.5M | 0.47% | −6,558−2.0% | Reduced |
| LPL Financial LLC | 324,820 | $27.5M | 0.03% | +45,658+16.4% | Added |
| Martin Investment Management, LLC | 321,272 | $27.2M | 7.68% | +2,635+0.8% | Added |
| Creative Planning | 312,804 | $26.4M | 0.04% | −29,662−8.7% | Reduced |
| Causeway Capital Management LLC | 312,341 | $26.4M | 0.71% | −79,421−20.3% | Reduced |
| Point72 Asset Management, L.P. | 301,200 | $25.5M | 0.12% | +301,200 | New |
| Eaton Vance Management | 296,040 | $25.0M | 0.04% | −15,583−5.0% | Reduced |
| Janney Montgomery Scott LLC | 294,796 | $24.9M | 0.11% | +2,235+0.8% | Added |
| Cambridge Trust Co | 291,222 | $24.6M | 1.08% | +12,158+4.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 282,368 | $23.9M | 1.95% | +7,032+2.6% | Added |
| Boston Common Asset Management, LLC | 279,396 | $23.6M | 1.18% | +46,180+19.8% | Added |
| Financial Counselors Inc | 269,769 | $22.8M | 0.53% | +7,785+3.0% | Added |
| Nichols & Pratt Advisers LLP | 262,171 | $22.2M | 1.81% | −20,665−7.3% | Reduced |
| US Bancorp | 258,296 | $21.8M | 0.04% | +21,434+9.0% | Added |
| American Century Companies Inc | 256,837 | $21.7M | 0.02% | +103,376+67.4% | Added |
| HighTower Advisors, LLC | 243,625 | $20.6M | 0.05% | −56,517−18.8% | Reduced |
| D. E. Shaw & Co., Inc. | 243,412 | $20.6M | 0.03% | −236,477−49.3% | Reduced |
| Gofen & Glossberg LLC | 234,446 | $19.8M | 0.53% | −13,373−5.4% | Reduced |
| Commonwealth Equity Services, LLC | 216,818 | $18.3M | 0.05% | −778−0.4% | Reduced |
| Brandes Investment Partners, LP | 215,050 | $18.2M | 0.44% | −31,966−12.9% | Reduced |
| Rockefeller Capital Management L.P. | 214,353 | $18.1M | 0.10% | +13,074+6.5% | Added |
| Oak Associates, Ltd | 207,174 | $17.5M | 1.37% | −1,846−0.9% | Reduced |
| First Manhattan Co | 203,134 | $17.2M | 0.07% | +351+0.2% | Added |
| Hemenway Trust Co LLC | 189,210 | $16.0M | 1.82% | −14,396−7.1% | Reduced |
| John G Ullman & Associates Inc | 188,714 | $16.0M | 2.56% | +2,295+1.2% | Added |
| First Republic Investment Management, Inc. | 188,242 | $15.9M | 0.04% | +727+0.4% | Added |
| Confluence Investment Management LLC | 186,547 | $15.8M | 0.25% | +3,945+2.2% | Added |
| Farmer Steven Patrick | 186,547 | $15.8M | 0.25% | +186,547 | New |
| Qube Research & Technologies Ltd | 185,539 | $15.7M | 0.12% | +141,326+319.6% | Added |
| Tocqueville Asset Management L.P. | 184,660 | $15.6M | 0.29% | −192−0.1% | Reduced |
| CORDA Investment Management, LLC. | 184,549 | $15.6M | 1.32% | −2,543−1.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 184,113 | $15.6M | 0.32% | −31,329−14.5% | Reduced |
| Bartlett & Co. LLC | 184,113 | $15.6M | 0.32% | −31,329−14.5% | Reduced |