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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 353 | $29.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 360 | $30.0K | 0.01% | −12−3.2% | Reduced |
| Bourgeon Capital Management LLC | 350 | $30.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 365 | $31.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 370 | $31.0K | 0.01% | +220+146.7% | Added |
| Fairfield Financial Advisors, LTD | 406 | $34.3K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 414 | $35.0K | 0.00% | +260+168.8% | Added |
| Tyler-Stone Wealth Management | 420 | $36.0K | 0.02% | −42−9.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 431 | $36.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 425 | $36.0K | 0.36% | +425 | New |
| Roble, Belko & Company, Inc | 436 | $37.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 450 | $38.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 467 | $39.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 484 | $41.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 483 | $41.0K | 0.02% | +2+0.4% | Added |
| Sageworth Trust Co | 500 | $42.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $42.3K | 0.03% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 511 | $43.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 550 | $46.0K | 0.03% | 00.0% | Unchanged |
| Curi Capital | 547 | $46.0K | 0.01% | +547 | New |
| Accel Wealth Management | 558 | $47.0K | 0.03% | −25−4.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 566 | $48.0K | 0.01% | +64+12.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 592 | $50.0K | 0.01% | −60−9.2% | Reduced |
| Baldrige Asset Management LLC | 605 | $51.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 628 | $53.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 626 | $54.0K | 0.01% | +4+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 650 | $54.9K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 656 | $55.0K | 0.01% | −21−3.1% | Reduced |
| Perkins Coie Trust Co | 665 | $56.0K | 0.02% | −394−37.2% | Reduced |
| Missouri Trust & Investment Co | 659 | $56.0K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 662 | $56.0K | 0.01% | +203+44.2% | Added |
| Sugarloaf Wealth Management, LLC | 686 | $58.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 697 | $58.0K | 0.06% | +697 | New |
| AlphaMark Advisors, LLC | 700 | $59.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 700 | $59.0K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 719 | $61.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 716 | $61.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 768 | $65.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 855 | $72.0K | 0.05% | −35−3.9% | Reduced |
| Dividend Assets Capital, LLC | 857 | $72.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 864 | $73.0K | 0.05% | −40−4.4% | Reduced |
| Hoese & Co LLP | 875 | $74.0K | 0.08% | 00.0% | Unchanged |
| Orion Capital Management LLC | 889 | $75.0K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 884 | $75.0K | 0.00% | +884 | New |
| Lee Financial Co | 900 | $76.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 924 | $78.0K | 0.01% | −2,081−69.3% | Reduced |
| Zullo Investment Group, Inc. | 925 | $78.0K | 0.05% | −19−2.0% | Reduced |
| Citizens National Bank Trust Department | 925 | $78.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 929 | $79.0K | 0.00% | −457−33.0% | Reduced |
| Hanson & Doremus Investment Management | 938 | $79.0K | 0.02% | −34−3.5% | Reduced |
| Eagle Bay Advisors LLC | 936 | $79.1K | 0.05% | +936 | New |
| Focused Wealth Management, Inc | 942 | $80.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 945 | $80.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 952 | $80.5K | 0.03% | +446+88.1% | Added |
| BNP Paribas Arbitrage, SA | 962 | $81.3K | 0.00% | −1,470−60.4% | Reduced |
| Fortis Advisors, LLC | 1,000 | $85.0K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,015 | $86.0K | 0.04% | −111−9.9% | Reduced |
| Charter Oak Capital Management, LLC | 1,042 | $88.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,094 | $92.0K | 0.09% | +225+25.9% | Added |
| Hudock, Inc. | 1,126 | $95.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,128 | $95.0K | 0.02% | +55+5.1% | Added |
| Motco | 1,119 | $95.0K | 0.01% | +752+204.9% | Added |
| Investors Asset Management of Georgia Inc | 1,160 | $98.0K | 0.05% | +1,160 | New |
| Webster Bank, N. A. | 1,175 | $99.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 1,167 | $99.0K | 0.06% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,200 | $101.0K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,233 | $104.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,233 | $104.2K | 0.06% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,244 | $105.0K | 0.04% | 00.0% | Unchanged |
| ACG Wealth | 1,246 | $105.0K | 0.02% | +1,246 | New |
| Monetary Management Group Inc | 1,259 | $106.0K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,262 | $107.0K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,285 | $109.0K | 0.07% | −130−9.2% | Reduced |
| CKW Financial Group | 1,300 | $110.0K | 0.02% | −400−23.5% | Reduced |
| Column Capital Advisors, LLC | 1,329 | $112.0K | 0.02% | −204−13.3% | Reduced |
| First National Bank of South Miami | 1,366 | $115.0K | 0.08% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,370 | $116.0K | 0.02% | +11+0.8% | Added |
| Tevis Investment Management | 1,391 | $117.0K | 0.11% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,389 | $118.0K | 0.01% | −2,139−60.6% | Reduced |
| Kelly Financial Services LLC | 1,396 | $118.0K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,429 | $121.0K | 0.11% | 00.0% | Unchanged |
| Credit Suisse AG | 1,454 | $123.0K | 0.00% | −1,860−56.1% | Reduced |
| AllSquare Wealth Management LLC | 1,479 | $125.0K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,476 | $125.0K | 0.05% | +644+77.4% | Added |
| GHP Investment Advisors, Inc. | 1,501 | $127.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,503 | $127.0K | 0.04% | +501+50.0% | Added |
| CoreCap Advisors, LLC | 1,502 | $127.0K | 0.01% | +1,502 | New |
| HHM Wealth Advisors, LLC | 1,556 | $132.0K | 0.03% | +409+35.7% | Added |
| Barclays PLC | 1,576 | $133.0K | 0.00% | +1,161+279.8% | Added |
| Private Capital Group, LLC | 1,604 | $136.0K | 0.10% | −221−12.1% | Reduced |
| Baldwin Brothers Inc | 1,614 | $136.0K | 0.02% | −45−2.7% | Reduced |
| MCF Advisors LLC | 1,608 | $136.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,664 | $140.0K | 0.13% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 1,685 | $142.0K | 0.48% | +1,685 | New |
| First PREMIER Bank | 1,740 | $147.0K | 0.04% | −125−6.7% | Reduced |
| Hills Bank & Trust Co | 1,829 | $154.0K | 0.03% | −156−7.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,825 | $154.0K | 0.11% | 00.0% | Unchanged |
| Key Financial Inc | 1,859 | $157.0K | 0.09% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,865 | $158.0K | 0.01% | +565+43.5% | Added |
| Evoke Wealth, LLC | 1,892 | $160.0K | 0.01% | +446+30.8% | Added |