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 |
|---|---|---|---|---|---|
| B. Riley Wealth Management, Inc. | 5,497 | $465.0K | 0.04% | +1,614+41.6% | Added |
| Virtu Financial LLC | 5,506 | $465.0K | 0.04% | +5,506 | New |
| Cape Cod Five Cents Savings Bank | 5,520 | $466.0K | 0.05% | −820−12.9% | Reduced |
| St Germain D J Co Inc | 5,514 | $466.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5,543 | $469.0K | 0.06% | −149−2.6% | Reduced |
| Fieldpoint Private Securities, LLC | 5,624 | $475.0K | 0.14% | −914−14.0% | Reduced |
| Davidson Trust Co | 5,620 | $475.0K | 0.42% | −142−2.5% | Reduced |
| Beddow Capital Management Inc | 5,615 | $475.0K | 0.28% | +315+5.9% | Added |
| Cadence Bank NA | 5,633 | $476.0K | 0.15% | −3,118−35.6% | Reduced |
| Fort Sheridan Advisors LLC | 5,647 | $477.0K | 0.16% | 00.0% | Unchanged |
| Millennium Management LLC | 5,654 | $478.0K | 0.00% | −308,670−98.2% | Reduced |
| Hilltop Holdings Inc. | 5,652 | $478.0K | 0.06% | −248−4.2% | Reduced |
| Intellectus Partners, LLC | 5,669 | $479.0K | 0.16% | −353−5.9% | Reduced |
| Altfest L J & Co Inc | 5,673 | $480.0K | 0.09% | +2,645+87.4% | Added |
| Lindbrook Capital, LLC | 5,697 | $482.0K | 0.08% | −148−2.5% | Reduced |
| Coldstream Capital Management Inc | 5,702 | $482.0K | 0.02% | +959+20.2% | Added |
| O'Brien Greene & Co. Inc | 5,704 | $483.0K | 0.18% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,810 | $488.0K | 0.02% | −3,110−28.5% | Reduced |
| Canandaigua National Corp | 5,787 | $489.0K | 0.09% | −471−7.5% | Reduced |
| First City Capital Management, Inc. | 5,788 | $489.0K | 0.30% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 5,788 | $489.0K | 0.27% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 5,803 | $491.0K | 0.09% | +5+0.1% | Added |
| Moloney Securities Asset Management, LLC | 5,818 | $492.0K | 0.12% | +111+1.9% | Added |
| American Portfolios Advisors | 5,910 | $499.6K | 0.02% | −155−2.6% | Reduced |
| Twin Tree Management, LP | 5,953 | $503.0K | 0.01% | −317,772−98.2% | Reduced |
| Hartford Investment Management Co | 5,965 | $504.0K | 0.02% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,967 | $504.0K | 0.02% | +760+14.6% | Added |
| ExodusPoint Capital Management, LP | 5,968 | $504.0K | 0.01% | +5,968 | New |
| Cohen Klingenstein LLC | 6,000 | $507.0K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,997 | $507.0K | 0.00% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 6,000 | $507.0K | 0.25% | +200+3.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 5,996 | $507.0K | 0.06% | +572+10.5% | Added |
| J.W. Cole Advisors, Inc. | 6,013 | $508.0K | 0.04% | −62−1.0% | Reduced |
| Keystone Financial Services | 5,975 | $509.0K | 0.28% | +339+6.0% | Added |
| Argyle Capital Management Inc. | 6,050 | $511.0K | 0.18% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,047 | $511.0K | 0.24% | +5+0.1% | Added |
| Capital Investment Advisors, LLC | 6,062 | $512.0K | 0.02% | +274+4.7% | Added |
| Great Diamond Partners, LLC | 6,124 | $517.0K | 0.17% | +50+0.8% | Added |
| Smithfield Trust Co | 6,101 | $518.0K | 0.04% | +1,016+20.0% | Added |
| Mraz, Amerine & Associates, Inc. | 6,145 | $519.0K | 0.13% | −100−1.6% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 6,160 | $520.0K | 0.20% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 6,172 | $522.0K | 0.01% | −550−8.2% | Reduced |
| Rossmore Private Capital | 6,215 | $525.0K | 0.09% | −5−0.1% | Reduced |
| Curated Wealth Partners LLC | 6,219 | $526.0K | 0.15% | +6,219 | New |
| E&G Advisors, LP | 6,298 | $532.0K | 0.18% | 00.0% | Unchanged |
| First Foundation Advisors | 6,308 | $533.0K | 0.02% | −1,589−20.1% | Reduced |
| Qtron Investments LLC | 6,324 | $535.0K | 0.12% | +2,129+50.8% | Added |
| Dakota Wealth Management | 6,370 | $538.0K | 0.05% | +1,501+30.8% | Added |
| Penbrook Management LLC | 6,460 | $546.0K | 0.43% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6,484 | $548.0K | 0.04% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 6,499 | $549.0K | 0.09% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,543 | $553.0K | 0.05% | +6,543 | New |
| Thomasville National Bank | 6,579 | $556.0K | 0.06% | −115−1.7% | Reduced |
| Wealthsource Partners, LLC | 6,704 | $567.0K | 0.04% | −1,155−14.7% | Reduced |
| Ascent Group, LLC | 6,613 | $568.0K | 0.07% | +407+6.6% | Added |
| Lincoln National Corp | 6,711 | $568.0K | 0.01% | +1,094+19.5% | Added |
| NTV Asset Management LLC | 6,726 | $569.0K | 0.11% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,740 | $570.0K | 0.02% | −96−1.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,755 | $571.0K | 0.01% | −92−1.3% | Reduced |
| BFT Financial Group, LLC | 6,752 | $571.0K | 0.15% | +3,174+88.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 6,778 | $573.0K | 0.56% | −646−8.7% | Reduced |
| Hall Capital Management Co Inc | 6,896 | $583.0K | 0.38% | −290−4.0% | Reduced |
| Banco de Sabadell, S.A | 7,037 | $593.0K | 0.50% | −185−2.6% | Reduced |
| Radnor Capital Management, LLC | 7,045 | $596.0K | 0.16% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 7,060 | $597.0K | 0.08% | +1,631+30.0% | Added |
| Prospera Financial Services Inc | 7,130 | $604.0K | 0.03% | −30.0% | Reduced |
| Proequities, Inc. | 7,143 | $604.0K | 0.05% | +431+6.4% | Added |
| Atlas Capital Advisors LLC | 7,206 | $609.1K | 0.10% | −4,582−38.9% | Reduced |
| First Affirmative Financial Network | 7,273 | $615.0K | 0.70% | −377−4.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 6,240 | $616.3K | 0.03% | +6,240 | New |
| Squarepoint Ops LLC | 7,312 | $618.0K | 0.01% | −7,095−49.2% | Reduced |
| Valmark Advisers, Inc. | 7,319 | $619.0K | 0.01% | −108−1.5% | Reduced |
| Cary Street Partners Asset Management LLC | 7,355 | $622.0K | 0.15% | −6,173−45.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 7,374 | $623.0K | 0.25% | −100−1.3% | Reduced |
| Fox Run Management, L.L.C. | 7,386 | $624.0K | 0.31% | +7,386 | New |
| Oarsman Capital, Inc. | 7,392 | $625.0K | 0.31% | −690−8.5% | Reduced |
| KB Financial Partners, LLC | 7,413 | $627.0K | 0.22% | +7,004+1,712.5% | Added |
| Farmers National Bank | 7,450 | $629.7K | 0.24% | +30.0% | Added |
| Sage Rhino Capital LLC | 7,529 | $636.0K | 0.24% | +765+11.3% | Added |
| Patton Albertson Miller Group, LLC | 7,548 | $638.0K | 0.13% | −2,305−23.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 7,577 | $640.0K | 0.33% | +1,200+18.8% | Added |
| Intercontinental Wealth Advisors, LLC | 7,605 | $643.0K | 0.17% | +7,605 | New |
| SkyView Investment Advisors, LLC | 7,639 | $646.0K | 0.17% | +7,639 | New |
| Kingsview Wealth Management, LLC | 7,676 | $649.0K | 0.03% | +1,871+32.2% | Added |
| Kestra Private Wealth Services, LLC | 7,724 | $653.0K | 0.04% | −1,212−13.6% | Reduced |
| Legacy Financial Advisors, Inc. | 7,755 | $655.0K | 0.16% | +677+9.6% | Added |
| Avidian Wealth Solutions, LLC | 7,759 | $656.0K | 0.05% | +57+0.7% | Added |
| Aquatic Capital Management LLC | 7,800 | $659.0K | 0.21% | +7,700+7,700.0% | Added |
| Essex Financial Services, Inc. | 7,819 | $661.0K | 0.07% | −273−3.4% | Reduced |
| Mill Capital Management, LLC | 7,846 | $663.0K | 0.07% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 7,873 | $666.0K | 1.29% | −877−10.0% | Reduced |
| Intrust Bank NA | 7,953 | $672.0K | 0.10% | +1,303+19.6% | Added |
| Gladstone Institutional Advisory LLC | 7,956 | $673.0K | 0.05% | −1,294−14.0% | Reduced |
| Ahl Investment Management, Inc. | 8,000 | $676.0K | 0.68% | +8,000 | New |
| Central Trust Co | 8,025 | $678.0K | 0.02% | −500−5.9% | Reduced |
| Clearbridge Investments, LLC | 8,033 | $679.0K | 0.00% | −292−3.5% | Reduced |
| Blueshift Asset Management, LLC | 8,090 | $684.0K | 0.11% | −4,445−35.5% | Reduced |
| Marotta Asset Management | 8,109 | $684.1K | 0.17% | 00.0% | Unchanged |
| Bluestein R H & Co | 8,100 | $685.0K | 0.04% | −2,000−19.8% | Reduced |
| Lee Danner & Bass Inc | 8,113 | $686.0K | 0.07% | +300+3.8% | Added |