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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2022: 1,142 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,605 institutionsQ2 2026: 1,626 institutions
Value heldQ2 2022: $16.9B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,626$21.3B
Q1 20261,605$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2022.

Institutions holding NVS in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BOK Financial Private Wealth, Inc.1$00.00%+1New
Castleview Partners, LLC140$1020.00%−887−86.4%Reduced
Disciplined Investments, LLC10$1.00K0.00%00.0%Unchanged
Corsicana & Co.16$1.00K0.00%00.0%Unchanged
Covestor Ltd6$1.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC22$2.00K0.00%00.0%Unchanged
NewSquare Capital LLC25$2.00K0.00%00.0%Unchanged
Archer Investment Corp24$2.03K0.00%00.0%Unchanged
Tucker Asset Management LLC31$2.62K0.00%00.0%Unchanged
West Bancorporation Inc34$3.00K0.00%00.0%Unchanged
Hartford Financial Management Inc.30$3.00K0.00%00.0%Unchanged
Cribstone Capital Management, LLC38$3.00K0.00%+12+46.2%Added
Global Wealth Management Investment Advisory, Inc.39$3.00K0.00%+39New
Avion Wealth39$3.00K0.00%+39New
Stonebridge Capital Advisors LLC53$4.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.52$4.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC45$4.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC48$4.00K0.00%00.0%Unchanged
O'Dell Group, LLC50$4.00K0.00%00.0%Unchanged
Mach-1 Financial Group, Inc.56$4.00K0.00%00.0%Unchanged
Raleigh Capital Management Inc.50$4.00K0.00%00.0%Unchanged
Karlinski Andrew C45$4.00K0.01%+1+2.3%Added
Castle Wealth Management LLC47$4.00K0.00%+47New
Coston, McIsaac & Partners50$4.00K0.00%+50New
Bell Investment Advisors, Inc56$5.00K0.00%+56New
HighMark Wealth Management LLC75$6.00K0.00%00.0%Unchanged
Central Bank & Trust Co70$6.00K0.00%00.0%Unchanged
Mascoma Wealth Management LLC67$6.00K0.00%00.0%Unchanged
Quent Capital, LLC81$7.00K0.00%−480−85.6%Reduced
Manchester Capital Management LLC79$7.00K0.00%00.0%Unchanged
Solstein Capital, LLC84$7.00K0.01%00.0%Unchanged
PYA Waltman Capital, LLC77$7.00K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC80$7.00K0.01%+80New
Albion Financial Group91$8.00K0.00%−90−49.7%Reduced
Polaris Capital Management, LLC100$8.00K0.00%00.0%Unchanged
First Command Bank100$8.00K0.00%00.0%Unchanged
First Command Financial Services, Inc.100$8.00K0.00%00.0%Unchanged
Princeton Global Asset Management LLC100$8.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC100$8.00K0.00%00.0%Unchanged
TSFG, LLC100$8.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$8.00K0.00%00.0%Unchanged
Cowen Prime Advisors LLC100$8.00K0.00%00.0%Unchanged
Worth Asset Management, LLC100$8.00K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.91$8.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA92$8.00K0.01%+92New
West Paces Advisors Inc.100$8.45K0.00%−31−23.7%Reduced
Migdal Insurance & Financial Holdings Ltd.110$9.00K0.00%00.0%Unchanged
Advanced Research Investment Solutions, LLC109$9.00K0.01%00.0%Unchanged
Steward Financial Group LLC122$10.0K0.01%+122New
Adirondack Trust Co130$11.0K0.01%00.0%Unchanged
Schubert & Co137$12.0K0.01%+25+22.3%Added
American National Bank139$12.0K0.00%+40+40.4%Added
Bank of New Hampshire155$13.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC150$13.0K0.01%00.0%Unchanged
Sawyer & Company, Inc170$14.0K0.01%−30−15.0%Reduced
Oliver Lagore Vanvalin Investment Group180$15.0K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC172$15.0K0.00%00.0%Unchanged
Horan Securities, Inc.179$15.0K0.01%+54+43.2%Added
Raffa Wealth Management, LLC181$15.3K0.01%+15+9.0%Added
Transamerica Financial Advisors, Inc.188$16.0K0.00%+188New
United Community Bank195$16.5K0.02%+30+18.2%Added
Blume Capital Management, Inc.200$17.0K0.01%00.0%Unchanged
Trust Co200$17.0K0.00%00.0%Unchanged
West Branch Capital LLC200$17.0K0.01%00.0%Unchanged
Coastal Capital Group, Inc.200$17.0K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.200$17.0K0.01%00.0%Unchanged
Wolff Wiese Magana LLC203$17.0K0.01%00.0%Unchanged
Asset Dedication, LLC196$17.0K0.00%00.0%Unchanged
Close Asset Management Ltd200$17.0K0.00%00.0%Unchanged
Beacon Capital Management, LLC202$17.0K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC216$18.0K0.00%−177−45.0%Reduced
First Community Trust NA212$18.0K0.02%00.0%Unchanged
Private Ocean, LLC220$18.0K0.00%00.0%Unchanged
Retirement Group, LLC213$18.0K0.01%00.0%Unchanged
TFC Financial Management209$18.0K0.01%00.0%Unchanged
RWM Asset Management, LLC217$18.0K0.00%+75+52.8%Added
Maryland Capital Advisors Inc.216$18.0K0.02%+216New
WR Wealth Planners, LLC219$18.5K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc230$19.0K0.02%00.0%Unchanged
WFA Asset Management Corp233$19.7K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC235$19.9K0.00%00.0%Unchanged
Antonetti Capital Management LLC250$21.0K0.02%00.0%Unchanged
Pacific Center for Financial Services248$21.0K0.01%00.0%Unchanged
Credit Agricole S A243$21.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.243$21.0K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC262$22.0K0.01%00.0%Unchanged
Baystate Wealth Management LLC260$22.0K0.00%00.0%Unchanged
Hallmark Capital Management Inc260$22.0K0.00%+260New
Sterling Investment Advisors, Ltd.273$23.0K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC270$23.0K0.01%+223+474.5%Added
Better Money Decisions, LLC288$24.0K0.02%+288New
Legacy Bridge, LLC292$25.0K0.02%00.0%Unchanged
TCI Wealth Advisors, Inc.300$25.0K0.00%+200+200.0%Added
Surevest, LLC310$26.0K0.01%00.0%Unchanged
Creative Financial Designs Inc309$26.0K0.00%+90+41.1%Added
Arlington Partners LLC314$27.0K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC321$27.0K0.01%00.0%Unchanged
Financial Management Professionals, Inc.320$27.0K0.01%+108+50.9%Added
Meeder Asset Management Inc331$28.0K0.00%−242−42.2%Reduced
Evermay Wealth Management LLC333$28.0K0.01%00.0%Unchanged