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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,939 | $164.0K | 0.00% | −842−30.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,946 | $164.0K | 0.01% | −500−20.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,935 | $164.0K | 0.03% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,918 | $165.0K | 0.16% | +1,918 | New |
| North Star Investment Management Corp. | 1,978 | $167.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,075 | $176.0K | 0.13% | 00.0% | Unchanged |
| Cutler Group LP | 2,104 | $177.0K | 0.02% | +2,104 | New |
| JJJ Advisors Inc. | 2,073 | $178.0K | 0.05% | −348−14.4% | Reduced |
| AdvisorNet Financial, Inc | 2,146 | $181.0K | 0.02% | +1,077+100.7% | Added |
| Allworth Financial LP | 2,197 | $186.0K | 0.00% | +192+9.6% | Added |
| SeaCrest Wealth Management, LLC | 2,212 | $187.0K | 0.02% | +2,212 | New |
| Vigilant Capital Management, LLC | 2,277 | $192.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,319 | $196.0K | 0.02% | −284−10.9% | Reduced |
| CoreFirst Bank & Trust | 2,330 | $197.0K | 0.16% | +100+4.5% | Added |
| Ronald Blue Trust, Inc. | 2,244 | $197.0K | 0.00% | +2,244 | New |
| Guardian Wealth Advisors, LLC | 2,368 | $200.0K | 0.04% | +2,368 | New |
| Ashton Thomas Private Wealth, LLC | 2,372 | $200.5K | 0.02% | +2,372 | New |
| Thrivent Financial for Lutherans | 2,375 | $201.0K | 0.00% | −3,041−56.1% | Reduced |
| 9258 Wealth Management, LLC | 2,373 | $201.0K | 0.05% | −382−13.9% | Reduced |
| Whalerock Point Partners, LLC | 2,390 | $202.0K | 0.09% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,395 | $202.0K | 0.05% | +1,686+237.8% | Added |
| Southland Equity Partners LLC | 2,391 | $202.1K | 0.09% | +2,391 | New |
| Shoker Investment Counsel, Inc. | 2,405 | $203.0K | 0.11% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,400 | $203.0K | 0.02% | +64+2.7% | Added |
| Summit X, LLC | 2,396 | $204.0K | 0.06% | +22+0.9% | Added |
| Edmond de Rothschild Holding S.A. | 2,425 | $205.0K | 0.01% | −688−22.1% | Reduced |
| Beck Bode, LLC | 2,441 | $206.0K | 0.04% | −281−10.3% | Reduced |
| Sheets Smith Wealth Management | 2,450 | $207.0K | 0.03% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,453 | $207.0K | 0.04% | +122+5.2% | Added |
| StrongBox Wealth, LLC | 2,446 | $207.0K | 0.13% | +2,446 | New |
| Vident Investment Advisory, LLC | 2,448 | $208.0K | 0.01% | +2,448 | New |
| Good Life Advisors, LLC | 2,473 | $209.0K | 0.03% | +26+1.1% | Added |
| Founders Financial Securities LLC | 2,491 | $211.0K | 0.04% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 2,500 | $211.0K | 0.02% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 2,519 | $212.9K | 0.33% | 00.0% | Unchanged |
| Straight Path Wealth Management | 2,514 | $213.0K | 0.21% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,529 | $214.0K | 0.14% | −234−8.5% | Reduced |
| Buckingham Strategic Partners | 2,527 | $214.0K | 0.02% | +53+2.1% | Added |
| CPWM, LLC | 2,526 | $214.0K | 0.02% | +2,526 | New |
| Eagle Strategies LLC | 2,544 | $215.0K | 0.08% | −30−1.2% | Reduced |
| Northside Capital Management, LLC | 2,546 | $215.0K | 0.07% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,544 | $215.0K | 0.20% | 00.0% | Unchanged |
| Palladiem, LLC | 2,553 | $216.0K | 0.21% | −240−8.6% | Reduced |
| Blue Fin Capital, Inc. | 2,564 | $216.0K | 0.08% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,554 | $216.0K | 0.03% | +1,600+167.7% | Added |
| Brewin Dolphin Ltd | 2,570 | $217.0K | 0.01% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,565 | $217.0K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,571 | $217.0K | 0.04% | +100+4.0% | Added |
| Colony Group LLC | 2,584 | $218.0K | 0.00% | −4,768−64.9% | Reduced |
| Belpointe Asset Management LLC | 2,577 | $218.0K | 0.01% | −96−3.6% | Reduced |
| Essex Savings Bank | 2,579 | $218.0K | 0.08% | −2−0.1% | Reduced |
| Change Path, LLC | 2,596 | $219.0K | 0.01% | −720−21.7% | Reduced |
| Optas, LLC | 2,592 | $219.0K | 0.09% | +65+2.6% | Added |
| Meridian Wealth Advisors, LLC | 2,601 | $220.0K | 0.06% | +2,601 | New |
| Coulter & Justus Financial Services, LLC | 2,610 | $221.0K | 0.18% | +2,610 | New |
| RMB Capital Management, LLC | 2,629 | $222.0K | 0.01% | +2,629 | New |
| Ledyard National Bank | 2,638 | $223.0K | 0.03% | −13−0.5% | Reduced |
| Centaurus Financial, Inc. | 2,655 | $224.0K | 0.02% | +2,655 | New |
| Great Lakes Advisors, LLC | 2,663 | $225.0K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,679 | $226.0K | 0.02% | +110+4.3% | Added |
| Fairhaven Wealth Management, LLC | 2,691 | $227.0K | 0.11% | −2,190−44.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,691 | $227.0K | 0.14% | −457−14.5% | Reduced |
| Stiles Financial Services Inc | 2,681 | $227.0K | 0.14% | −19−0.7% | Reduced |
| Appleton Partners Inc | 2,686 | $227.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,694 | $228.0K | 0.04% | −465−14.7% | Reduced |
| LCM Capital Management Inc | 2,712 | $229.0K | 0.23% | −20−0.7% | Reduced |
| First Citizens Bank & Trust Co | 2,708 | $229.0K | 0.01% | +2,708 | New |
| Retirement Planning Co of New England, Inc. | 2,730 | $230.0K | 0.16% | +5+0.2% | Added |
| GFS Advisors, LLC | 2,750 | $232.0K | 0.05% | −7,725−73.7% | Reduced |
| Laidlaw Wealth Management LLC | 2,745 | $232.0K | 0.05% | −40−1.4% | Reduced |
| Washington Trust Co | 2,755 | $233.0K | 0.01% | −79−2.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,751 | $233.0K | 0.10% | 00.0% | Unchanged |
| Laraway Financial Inc | 2,770 | $234.0K | 0.25% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 2,763 | $234.0K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,772 | $234.0K | 0.01% | +46+1.7% | Added |
| Trustcore Financial Services, LLC | 2,788 | $236.0K | 0.02% | +138+5.2% | Added |
| Shelton Capital Management | 2,800 | $237.0K | 0.01% | −600−17.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,801 | $237.0K | 0.11% | −71−2.5% | Reduced |
| Lyell Wealth Management, LP | 2,800 | $237.0K | 0.04% | 00.0% | Unchanged |
| Jacobs & Co | 2,825 | $238.0K | 0.03% | −1,500−34.7% | Reduced |
| Twin Focus Capital Partners, LLC | 2,814 | $238.0K | 0.05% | +19+0.7% | Added |
| Plimoth Trust Co LLC | 2,820 | $239.0K | 0.08% | −177−5.9% | Reduced |
| Allred Capital Management, LLC | 2,844 | $240.0K | 0.15% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,818 | $241.0K | 0.17% | −31−1.1% | Reduced |
| Pitcairn Co | 2,852 | $241.0K | 0.03% | +2,852 | New |
| Harbour Investments, Inc. | 2,846 | $241.0K | 0.02% | +2,846 | New |
| Single Point Partners, LLC | 2,854 | $241.0K | 0.07% | +2,854 | New |
| Northstar Group, Inc. | 2,883 | $243.0K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,874 | $243.0K | 0.03% | −14−0.5% | Reduced |
| Avitas Wealth Management LLC | 2,876 | $243.0K | 0.05% | +2,876 | New |
| Andesa Financial Management Inc. | 2,889 | $244.0K | 0.15% | +41+1.4% | Added |
| Cornerstone Wealth Management, LLC | 2,898 | $245.0K | 0.03% | −239−7.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,898 | $245.0K | 0.08% | −210−6.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,903 | $245.0K | 0.06% | −28−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 2,909 | $246.0K | 0.01% | +2,909 | New |
| UMA Financial Services, Inc. | 2,880 | $247.0K | 0.07% | −149−4.9% | Reduced |
| Valeo Financial Advisors, LLC | 2,936 | $248.0K | 0.02% | −287−8.9% | Reduced |
| Dorchester Wealth Management Co | 2,945 | $249.0K | 0.05% | +345+13.3% | Added |
| Keel Point, LLC | 2,862 | $250.0K | 0.04% | +131+4.8% | Added |
| Stonegate Investment Group, LLC | 2,974 | $251.0K | 0.01% | +2,974 | New |