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 |
|---|---|---|---|---|---|
| InterOcean Capital Group, LLC | 4,038 | $341.0K | 0.01% | +4,038 | New |
| Shufro Rose & Co LLC | 4,040 | $342.0K | 0.03% | −200−4.7% | Reduced |
| M&R Capital Management Inc | 4,050 | $342.0K | 0.09% | +3,500+636.4% | Added |
| Vicus Capital | 4,061 | $343.0K | 0.04% | −50−1.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,075 | $345.0K | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,086 | $345.0K | 0.05% | +298+7.9% | Added |
| Meridian Wealth Management, LLC | 4,077 | $345.0K | 0.03% | +594+17.1% | Added |
| Altshuler Shaham Ltd | 4,109 | $347.0K | 0.01% | −2,000−32.7% | Reduced |
| Essex Investment Management Co LLC | 4,101 | $347.0K | 0.06% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,111 | $348.0K | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,132 | $349.0K | 0.07% | +256+6.6% | Added |
| S.A. Mason LLC | 4,136 | $350.0K | 0.26% | 00.0% | Unchanged |
| RNC Capital Management LLC | 4,155 | $351.0K | 0.02% | +89+2.2% | Added |
| Bank of Hawaii | 4,152 | $351.0K | 0.02% | +79+1.9% | Added |
| Patriot Investment Management Inc. | 4,167 | $352.0K | 0.03% | −745−15.2% | Reduced |
| Global Retirement Partners, LLC | 4,165 | $352.0K | 0.03% | +179+4.5% | Added |
| Kathmere Capital Management, LLC | 4,182 | $354.0K | 0.07% | +938+28.9% | Added |
| Five Oceans Advisors | 4,204 | $355.0K | 0.26% | +807+23.8% | Added |
| Oakworth Capital, Inc. | 4,221 | $357.0K | 0.04% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 4,236 | $358.0K | 0.05% | −65−1.5% | Reduced |
| Helen Stephens Group, LLC | 4,250 | $359.0K | 0.25% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,244 | $359.0K | 0.27% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,255 | $360.0K | 0.02% | −400−8.6% | Reduced |
| Benchmark Investment Advisors LLC | 4,363 | $369.0K | 0.38% | −500−10.3% | Reduced |
| GSB Wealth Management, LLC | 4,368 | $369.0K | 0.13% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,200 | $369.0K | 0.29% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,375 | $370.0K | 0.03% | −60−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 4,375 | $370.0K | 0.19% | −50−1.1% | Reduced |
| Circle Wealth Management, LLC | 4,381 | $370.0K | 0.06% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 4,390 | $371.0K | 0.04% | −4,353−49.8% | Reduced |
| Montecito Bank & Trust | 4,388 | $371.0K | 0.09% | −175−3.8% | Reduced |
| Modera Wealth Management, LLC | 4,386 | $371.0K | 0.02% | +136+3.2% | Added |
| Sargent Bickham Lagudis LLC | 4,407 | $373.0K | 0.03% | −130−2.9% | Reduced |
| Aspiriant, LLC | 4,430 | $374.0K | 0.02% | −151−3.3% | Reduced |
| Cypress Capital Group | 4,436 | $375.0K | 0.06% | −30−0.7% | Reduced |
| Keebeck Alpha, LP | 4,482 | $379.0K | 0.17% | +371+9.0% | Added |
| Cullinan Associates Inc | 4,500 | $380.0K | 0.02% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 4,505 | $381.0K | 0.13% | +246+5.8% | Added |
| Independent Advisor Alliance | 4,584 | $387.0K | 0.02% | −499−9.8% | Reduced |
| Moneta Group Investment Advisors LLC | 4,602 | $389.0K | 0.01% | +477+11.6% | Added |
| Brighton Jones LLC | 4,618 | $390.0K | 0.02% | −480−9.4% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,654 | $390.0K | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,624 | $391.0K | 0.05% | +28+0.6% | Added |
| Hutner Capital Management Inc | 4,644 | $393.0K | 0.26% | −1,516−24.6% | Reduced |
| Violich Capital Management, Inc. | 4,650 | $393.0K | 0.07% | 00.0% | Unchanged |
| Norway Savings Bank | 4,668 | $394.0K | 0.20% | −905−16.2% | Reduced |
| Spire Wealth Management | 4,699 | $397.0K | 0.02% | −2,820−37.5% | Reduced |
| YHB Investment Advisors, Inc. | 4,693 | $397.0K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,695 | $397.0K | 0.16% | +1,828+63.8% | Added |
| Intersect Capital LLC | 4,710 | $398.0K | 0.12% | +450+10.6% | Added |
| Spinnaker Trust | 4,720 | $399.0K | 0.03% | +334+7.6% | Added |
| Ashfield Capital Partners, LLC | 4,727 | $400.0K | 0.03% | −147−3.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,754 | $402.0K | 0.04% | −796−14.3% | Reduced |
| Nwam LLC | 4,767 | $402.0K | 0.04% | +1,351+39.5% | Added |
| First American Trust, FSB | 4,784 | $404.0K | 0.06% | −337−6.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,775 | $404.0K | 0.05% | −314−6.2% | Reduced |
| SG Americas Securities, LLC | 4,774 | $404.0K | 0.01% | +4,774 | New |
| Busey Wealth Management | 4,794 | $405.0K | 0.02% | +18+0.4% | Added |
| Jeppson Wealth Management, LLC | 4,791 | $405.0K | 0.17% | +4,791 | New |
| Canal Capital Management, LLC | 4,839 | $409.0K | 0.12% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 4,846 | $410.0K | 0.35% | −47−1.0% | Reduced |
| Institute for Wealth Management, LLC. | 4,876 | $412.0K | 0.08% | −7−0.1% | Reduced |
| RiverGlades Family Offices LLC | 4,875 | $412.0K | 0.38% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,878 | $412.0K | 0.03% | +67+1.4% | Added |
| Plancorp, LLC | 4,908 | $415.0K | 0.03% | −933−16.0% | Reduced |
| NorthRock Partners, LLC | 4,904 | $415.0K | 0.04% | +6+0.1% | Added |
| Bard Financial Services, Inc. | 6,125 | $418.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,947 | $418.0K | 0.07% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,957 | $419.0K | 0.03% | −6,800−57.8% | Reduced |
| Valley Brook Capital Group | 4,984 | $421.0K | 0.43% | 00.0% | Unchanged |
| Allen Investment Management LLC | 5,000 | $423.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5,016 | $424.0K | 0.24% | 00.0% | Unchanged |
| Community Bank, N.A. | 5,033 | $425.0K | 0.06% | −500−9.0% | Reduced |
| North Star Asset Management Inc | 5,026 | $425.0K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 5,034 | $426.0K | 0.31% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 5,096 | $431.0K | 0.02% | −400−7.3% | Reduced |
| Aveo Capital Partners, LLC | 5,093 | $431.0K | 0.07% | +1,918+60.4% | Added |
| Wesbanco Bank Inc | 5,148 | $435.0K | 0.02% | −266−4.9% | Reduced |
| Northwest Capital Management Inc | 5,150 | $435.0K | 0.23% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 5,158 | $436.0K | 0.09% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 5,160 | $436.0K | 0.27% | +65+1.3% | Added |
| Stokes Family Office, LLC | 5,161 | $436.0K | 0.06% | +1,337+35.0% | Added |
| Caldwell Trust Co | 5,171 | $437.1K | 0.06% | −255−4.7% | Reduced |
| Leuthold Group, LLC | 5,187 | $438.0K | 0.06% | +5,187 | New |
| Beck Mack & Oliver LLC | 5,200 | $440.0K | 0.01% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,264 | $444.0K | 0.06% | −243−4.4% | Reduced |
| Hoylecohen, LLC | 5,259 | $445.0K | 0.05% | −94−1.8% | Reduced |
| Principle Wealth Partners LLC | 5,322 | $450.0K | 0.05% | −730−12.1% | Reduced |
| M Holdings Securities, Inc. | 5,332 | $451.0K | 0.05% | −474−8.2% | Reduced |
| Lido Advisors, LLC | 5,344 | $451.0K | 0.01% | −219−3.9% | Reduced |
| CFO4Life Group, LLC | 5,473 | $453.0K | 0.11% | −159−2.8% | Reduced |
| Corient Capital Partners, LLC | 5,392 | $455.0K | 0.03% | −242−4.3% | Reduced |
| Bellecapital International Ltd. | 5,387 | $455.0K | 0.13% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,382 | $455.0K | 0.02% | +611+12.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,404 | $457.0K | 0.18% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,427 | $458.0K | 0.00% | −504−8.5% | Reduced |
| Woodstock Corp | 5,446 | $460.0K | 0.06% | −150−2.7% | Reduced |
| Security Asset Management | 5,463 | $462.0K | 0.25% | +333+6.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,471 | $462.0K | 0.01% | +5,471 | New |
| Icon Wealth Partners, LLC | 5,477 | $463.0K | 0.06% | +41+0.8% | Added |