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 |
|---|---|---|---|---|---|
| Boston Financial Mangement LLC | 2,996 | $253.0K | 0.01% | +8+0.3% | Added |
| Paradigm Asset Management Co LLC | 3,013 | $254.7K | 0.08% | 00.0% | Unchanged |
| Platform Technology Partners | 3,020 | $255.0K | 0.14% | −47−1.5% | Reduced |
| Philadelphia Trust Co | 3,012 | $255.0K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 3,023 | $256.0K | 0.04% | −180−5.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,024 | $256.0K | 0.15% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,034 | $256.0K | 0.01% | +196+6.9% | Added |
| Value Partners Investments Inc. | 3,034 | $256.0K | 0.02% | +3,034 | New |
| Icapital Wealth LLC | 3,052 | $258.0K | 0.16% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 3,055 | $258.0K | 0.04% | +64+2.1% | Added |
| Fiera Capital Corp | 3,050 | $258.0K | 0.00% | +500+19.6% | Added |
| Courier Capital LLC | 3,070 | $259.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,078 | $260.0K | 0.15% | −205−6.2% | Reduced |
| Peoples Financial Services Corp. | 3,076 | $260.0K | 0.12% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,083 | $260.0K | 0.05% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 3,105 | $262.0K | 0.08% | −396−11.3% | Reduced |
| Pallas Capital Advisors LLC | 3,055 | $262.0K | 0.04% | −219−6.7% | Reduced |
| High Net Worth Advisory Group LLC | 3,104 | $262.0K | 0.11% | −140−4.3% | Reduced |
| Argent Advisors, Inc. | 3,103 | $262.0K | 0.15% | −23−0.7% | Reduced |
| Enterprise Financial Services Corp | 3,114 | $263.0K | 0.05% | +161+5.5% | Added |
| Peddock Capital Advisors, LLC | 3,124 | $264.0K | 0.10% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,134 | $265.0K | 0.03% | −731−18.9% | Reduced |
| Red Cedar Capital, LLC | 3,140 | $265.0K | 0.18% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 3,142 | $266.0K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,146 | $266.0K | 0.01% | +596+23.4% | Added |
| Investors Research Corp | 3,153 | $267.0K | 0.08% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 3,172 | $268.0K | 0.07% | +3,172 | New |
| Parkside Financial Bank & Trust | 3,185 | $269.0K | 0.08% | +10+0.3% | Added |
| Charter Trust Co | 3,187 | $269.0K | 0.02% | +3,187 | New |
| Latitude Advisors, LLC | 3,207 | $271.0K | 0.25% | −6,418−66.7% | Reduced |
| Keudell/Morrison Wealth Management | 3,206 | $271.0K | 0.10% | −912−22.1% | Reduced |
| H. L. Ormond & Company, LLC | 3,202 | $271.0K | 0.44% | −359−10.1% | Reduced |
| Family Legacy, Inc. | 3,250 | $273.0K | 0.13% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,234 | $273.0K | 0.01% | +202+6.7% | Added |
| Western Wealth Management, LLC | 3,229 | $274.0K | 0.02% | −469−12.7% | Reduced |
| Global Trust Asset Management, LLC | 3,264 | $276.0K | 0.14% | −98−2.9% | Reduced |
| Crew Capital Management, Ltd. | 3,270 | $276.0K | 0.35% | 00.0% | Unchanged |
| Kendall Capital Management | 3,293 | $278.0K | 0.15% | −125−3.7% | Reduced |
| jvl associates llc | 3,300 | $279.0K | 0.19% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,307 | $280.0K | 0.02% | +823+33.1% | Added |
| Principal Street Partners, LLC | 3,313 | $280.0K | 0.07% | +3,313 | New |
| Kanawha Capital Management LLC | 3,323 | $281.0K | 0.03% | +37+1.1% | Added |
| Hyman Charles D | 3,374 | $285.0K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,382 | $285.9K | 0.03% | −102−2.9% | Reduced |
| Heck Capital Advisors, LLC | 3,395 | $287.0K | 0.06% | −415−10.9% | Reduced |
| HM Payson & Co | 3,394 | $287.0K | 0.01% | −245−6.7% | Reduced |
| Glenview Trust Co | 3,397 | $287.0K | 0.01% | −124−3.5% | Reduced |
| Chicago Capital, LLC | 3,390 | $287.0K | 0.02% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,405 | $288.0K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,419 | $289.0K | 0.01% | +1,123+48.9% | Added |
| Wealth Alliance | 3,421 | $289.0K | 0.06% | +3,421 | New |
| Wulff, Hansen & Co. | 3,425 | $290.0K | 0.33% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3,420 | $290.0K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,439 | $290.7K | 0.04% | −4,012−53.8% | Reduced |
| Ancora Advisors, LLC | 3,455 | $292.0K | 0.01% | −161−4.5% | Reduced |
| Resources Investment Advisors, LLC. | 3,492 | $295.0K | 0.01% | −875−20.0% | Reduced |
| DF Dent & Co Inc | 3,492 | $295.0K | 0.00% | +125+3.7% | Added |
| Cozad Asset Management Inc | 3,498 | $296.0K | 0.05% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,500 | $296.0K | 0.13% | +540+18.2% | Added |
| Davis R M Inc | 3,514 | $297.0K | 0.01% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,540 | $299.0K | 0.16% | −25−0.7% | Reduced |
| Proficio Capital Partners LLC | 3,542 | $299.0K | 0.06% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,542 | $299.0K | 0.15% | +3,542 | New |
| V Wealth Advisors LLC | 3,550 | $300.0K | 0.06% | −2,121−37.4% | Reduced |
| Henry James International Management, Inc. | 3,551 | $300.0K | 0.15% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,576 | $302.0K | 0.09% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,587 | $303.0K | 0.05% | +384+12.0% | Added |
| Veritable, L.P. | 3,599 | $304.0K | 0.01% | +129+3.7% | Added |
| Perigon Wealth Management, LLC | 3,609 | $305.0K | 0.03% | +1,297+56.1% | Added |
| Paradigm Capital Management, LLC | 3,620 | $306.0K | 0.38% | −500−12.1% | Reduced |
| Hotaling Investment Management, LLC | 3,630 | $307.0K | 0.13% | +1,315+56.8% | Added |
| Advisory Resource Group | 3,640 | $308.0K | 0.10% | −496−12.0% | Reduced |
| Round Hill Asset Management | 3,642 | $308.0K | 0.19% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,672 | $310.0K | 0.13% | 00.0% | Unchanged |
| Summit Financial Group Inc | 3,694 | $312.0K | 0.12% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 3,704 | $313.0K | 0.15% | −1,656−30.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,699 | $313.0K | 0.11% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,715 | $314.0K | 0.03% | −404−9.8% | Reduced |
| CCG Wealth Management, LLC | 3,735 | $316.0K | 0.18% | −59−1.6% | Reduced |
| Merrion Investment Management Co, LLC | 3,750 | $317.0K | 0.31% | −190−4.8% | Reduced |
| Riverview Trust Co | 3,763 | $318.0K | 0.28% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 3,781 | $320.0K | 0.06% | −46−1.2% | Reduced |
| Twin Lakes Capital Management, LLC | 3,789 | $320.0K | 0.23% | −43−1.1% | Reduced |
| MMBG Investment Advisors Co. | 3,796 | $321.0K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,820 | $323.0K | 0.09% | −1,687−30.6% | Reduced |
| Private Trust Co NA | 3,830 | $324.0K | 0.05% | −220−5.4% | Reduced |
| Texas Yale Capital Corp. | 3,845 | $325.0K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,856 | $326.0K | 0.03% | +3,856 | New |
| Venturi Wealth Management, LLC | 3,868 | $327.0K | 0.03% | −1,008−20.7% | Reduced |
| Smart Money Group LLC | 3,874 | $327.0K | 0.23% | +275+7.6% | Added |
| Blueprint Investment Partners LLC | 3,865 | $327.0K | 0.09% | +3,865 | New |
| Robertson Stephens Wealth Management, LLC | 3,882 | $328.0K | 0.03% | −305−7.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,877 | $328.0K | 0.07% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 3,889 | $328.7K | 0.12% | +7+0.2% | Added |
| West Coast Financial LLC | 3,891 | $329.0K | 0.06% | −45−1.1% | Reduced |
| Apollon Wealth Management, LLC | 3,944 | $333.0K | 0.03% | −1,258−24.2% | Reduced |
| Norris Perne & French LLP | 3,935 | $333.0K | 0.03% | −482−10.9% | Reduced |
| First Personal Financial Services | 3,943 | $333.0K | 0.09% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 3,991 | $337.4K | 0.18% | −230−5.4% | Reduced |
| Mattern Wealth Management LLC | 4,029 | $341.0K | 0.13% | 00.0% | Unchanged |