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, 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 | 1,625 | $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, 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 |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 105,173 | $8.89M | 0.04% | +105,173 | New |
| Jarislowsky, Fraser Ltd | 106,802 | $9.03M | 0.06% | −23,803−18.2% | Reduced |
| Ingalls & Snyder LLC | 108,418 | $9.16M | 0.48% | +3,320+3.2% | Added |
| Clifford Swan Investment Counsel LLC | 108,500 | $9.17M | 0.40% | −370−0.3% | Reduced |
| Greenwood Gearhart Inc | 108,865 | $9.20M | 1.46% | +1,997+1.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 112,192 | $9.48M | 0.42% | +4,013+3.7% | Added |
| Tower Bridge Advisors | 113,643 | $9.61M | 0.78% | −1,526−1.3% | Reduced |
| Bahl & Gaynor Inc | 114,413 | $9.67M | 0.06% | −7,470−6.1% | Reduced |
| Old Mission Capital LLC | 119,399 | $10.1M | 0.32% | −80,092−40.1% | Reduced |
| Liontrust Investment Partners LLP | 121,384 | $10.3M | 0.14% | +121,384 | New |
| Euro Pacific Asset Management, LLC | 123,872 | $10.5M | 2.48% | +2,577+2.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 131,003 | $11.1M | 0.03% | −3,656−2.7% | Reduced |
| Wilkins Investment Counsel Inc | 132,947 | $11.2M | 2.98% | −933−0.7% | Reduced |
| CIBC World Markets Inc. | 135,376 | $11.4M | 0.05% | −1,188−0.9% | Reduced |
| Guyasuta Investment Advisors Inc | 136,114 | $11.5M | 0.90% | −297−0.2% | Reduced |
| Tekla Capital Management LLC | 136,225 | $11.5M | 0.45% | 00.0% | Unchanged |
| National Bank of Canada | 137,209 | $11.6M | 0.06% | +11,526+9.2% | Added |
| Reynders McVeigh Capital Management, LLC | 137,221 | $11.6M | 0.87% | +8,997+7.0% | Added |
| Grandfield & Dodd, LLC | 137,469 | $11.6M | 0.92% | +3,404+2.5% | Added |
| Pacer Advisors, Inc. | 138,235 | $11.7M | 0.09% | +77,785+128.7% | Added |
| Advisor Group Holdings, Inc. | 138,743 | $11.7M | 0.03% | +8,610+6.6% | Added |
| Grimes & Company, Inc. | 141,305 | $11.9M | 0.60% | +2,347+1.7% | Added |
| Richard C. Young & CO., LTD. | 142,130 | $12.0M | 1.56% | +1,724+1.2% | Added |
| Edgemoor Investment Advisors, Inc. | 143,411 | $12.1M | 1.53% | −3,806−2.6% | Reduced |
| Federated Hermes, Inc. | 143,479 | $12.1M | 0.03% | −18,521−11.4% | Reduced |
| Gamble Jones Investment Counsel | 144,715 | $12.2M | 0.90% | −2,229−1.5% | Reduced |
| Optiver Holding B.V. | 148,732 | $12.6M | 0.02% | +148,732 | New |
| Somerville Kurt F | 155,055 | $13.1M | 2.49% | −6,457−4.0% | Reduced |
| DDD Partners, LLC | 157,949 | $13.4M | 2.32% | +1,989+1.3% | Added |
| Exencial Wealth Advisors, LLC | 158,313 | $13.4M | 0.76% | −2,110−1.3% | Reduced |
| Bank of Montreal | 158,278 | $13.4M | 0.01% | −7,643−4.6% | Reduced |
| Mariner, LLC | 160,999 | $13.6M | 0.06% | +4,936+3.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 161,665 | $13.7M | 3.09% | −7,706−4.5% | Reduced |
| Manufacturers Life Insurance Company, The | 165,091 | $14.0M | 0.01% | −44,454−21.2% | Reduced |
| Citigroup Inc | 166,711 | $14.1M | 0.02% | +245+0.1% | Added |
| M&T Bank Corp | 202,614 | $14.2M | 0.07% | +32,998+19.5% | Added |
| Russell Investments Group, Ltd. | 169,958 | $14.4M | 0.03% | +82,167+93.6% | Added |
| Banco Santander, S.A. | 171,266 | $14.5M | 0.19% | +32,166+23.1% | Added |
| Assetmark, Inc | 171,678 | $14.5M | 0.07% | +17,380+11.3% | Added |
| Cookson Peirce & Co Inc | 175,674 | $14.8M | 1.02% | +175,674 | New |
| Segall Bryant & Hamill, LLC | 180,548 | $15.2M | 0.17% | −4,695−2.5% | Reduced |
| Bartlett & Co. LLC | 184,113 | $15.6M | 0.32% | −31,329−14.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 184,113 | $15.6M | 0.32% | −31,329−14.5% | Reduced |
| CORDA Investment Management, LLC. | 184,549 | $15.6M | 1.32% | −2,543−1.4% | Reduced |
| Tocqueville Asset Management L.P. | 184,660 | $15.6M | 0.29% | −192−0.1% | Reduced |
| Qube Research & Technologies Ltd | 185,539 | $15.7M | 0.12% | +141,326+319.6% | 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 |
| First Republic Investment Management, Inc. | 188,242 | $15.9M | 0.04% | +727+0.4% | Added |
| John G Ullman & Associates Inc | 188,714 | $16.0M | 2.56% | +2,295+1.2% | Added |
| Hemenway Trust Co LLC | 189,210 | $16.0M | 1.82% | −14,396−7.1% | Reduced |
| First Manhattan Co | 203,134 | $17.2M | 0.07% | +351+0.2% | Added |
| Oak Associates, Ltd | 207,174 | $17.5M | 1.37% | −1,846−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 214,353 | $18.1M | 0.10% | +13,074+6.5% | Added |
| Brandes Investment Partners, LP | 215,050 | $18.2M | 0.44% | −31,966−12.9% | Reduced |
| Commonwealth Equity Services, LLC | 216,818 | $18.3M | 0.05% | −778−0.4% | Reduced |
| Gofen & Glossberg LLC | 234,446 | $19.8M | 0.53% | −13,373−5.4% | Reduced |
| D. E. Shaw & Co., Inc. | 243,412 | $20.6M | 0.03% | −236,477−49.3% | Reduced |
| HighTower Advisors, LLC | 243,625 | $20.6M | 0.05% | −56,517−18.8% | Reduced |
| American Century Companies Inc | 256,837 | $21.7M | 0.02% | +103,376+67.4% | Added |
| US Bancorp | 258,296 | $21.8M | 0.04% | +21,434+9.0% | Added |
| Nichols & Pratt Advisers LLP | 262,171 | $22.2M | 1.81% | −20,665−7.3% | Reduced |
| Financial Counselors Inc | 269,769 | $22.8M | 0.53% | +7,785+3.0% | Added |
| Boston Common Asset Management, LLC | 279,396 | $23.6M | 1.18% | +46,180+19.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 282,368 | $23.9M | 1.95% | +7,032+2.6% | Added |
| Cambridge Trust Co | 291,222 | $24.6M | 1.08% | +12,158+4.4% | Added |
| Janney Montgomery Scott LLC | 294,796 | $24.9M | 0.11% | +2,235+0.8% | Added |
| Eaton Vance Management | 296,040 | $25.0M | 0.04% | −15,583−5.0% | Reduced |
| Point72 Asset Management, L.P. | 301,200 | $25.5M | 0.12% | +301,200 | New |
| Causeway Capital Management LLC | 312,341 | $26.4M | 0.71% | −79,421−20.3% | Reduced |
| Creative Planning | 312,804 | $26.4M | 0.04% | −29,662−8.7% | Reduced |
| Martin Investment Management, LLC | 321,272 | $27.2M | 7.68% | +2,635+0.8% | Added |
| LPL Financial LLC | 324,820 | $27.5M | 0.03% | +45,658+16.4% | Added |
| Douglas Lane & Associates, LLC | 325,706 | $27.5M | 0.47% | −6,558−2.0% | Reduced |
| Saturna Capital CORP | 325,958 | $27.6M | 0.65% | +220+0.1% | Added |
| Invesco Ltd. | 331,658 | $28.0M | 0.01% | +3,984+1.2% | Added |
| Van Eck Associates Corp | 343,204 | $29.0M | 0.08% | +123,649+56.3% | Added |
| Brown Advisory Inc | 351,959 | $29.8M | 0.06% | +7,402+2.1% | Added |
| The PNC Financial Services Group, Inc. | 352,543 | $29.8M | 0.03% | −14,110−3.8% | Reduced |
| Oppenheimer Asset Management Inc. | 353,685 | $29.9M | 0.50% | −6,401−1.8% | Reduced |
| Jane Street Group, LLC | 358,494 | $30.3M | 0.06% | −234,181−39.5% | Reduced |
| Stifel Financial Corp | 361,916 | $30.6M | 0.05% | −12,349−3.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 381,245 | $32.2M | 0.07% | +10,615+2.9% | Added |
| GW Henssler & Associates Ltd | 382,308 | $32.3M | 2.40% | +156,187+69.1% | Added |
| TCTC Holdings, LLC | 400,067 | $33.8M | 1.49% | −2,299−0.6% | Reduced |
| Fayez Sarofim & Co | 404,331 | $34.2M | 0.12% | −11,025−2.7% | Reduced |
| Managed Asset Portfolios, LLC | 422,262 | $35.7M | 5.67% | +5,079+1.2% | Added |
| CIBC Private Wealth Group, LLC | 422,833 | $35.7M | 0.09% | +35,522+9.2% | Added |
| Morningstar Investment Services LLC | 426,909 | $36.1M | 0.48% | −2,178−0.5% | Reduced |
| D.A. Davidson & Co. | 473,822 | $40.1M | 0.50% | +4,237+0.9% | Added |
| Aristotle Capital Management, LLC | 595,072 | $50.3M | 0.11% | +9,583+1.6% | Added |
| SEI Investments Co | 644,878 | $54.6M | 0.12% | −25,517−3.8% | Reduced |
| JPMorgan Chase & Co | 662,995 | $56.0M | 0.01% | +444,401+203.3% | Added |
| Bristol John W & Co Inc | 689,894 | $58.3M | 1.43% | −18,724−2.6% | Reduced |
| Ameriprise Financial Inc | 710,780 | $60.1M | 0.02% | −766,267−51.9% | Reduced |
| First Trust Advisors LP | 721,189 | $61.0M | 0.08% | +9,893+1.4% | Added |
| Madison Asset Management, LLC | 751,770 | $63.5M | 0.99% | −24,882−3.2% | Reduced |
| Raymond James & Associates | 762,796 | $64.5M | 0.06% | −128,085−14.4% | Reduced |
| Bank of New York Mellon Corp | 764,684 | $64.6M | 0.01% | −11,105−1.4% | Reduced |
| Mondrian Investment Partners LTD | 797,698 | $67.4M | 1.56% | −69,000−8.0% | Reduced |