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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 8,175 | $691.0K | 0.03% | −2,138−20.7% | Reduced |
| 1620 Investment Advisors, Inc. | 8,196 | $693.0K | 0.96% | +264+3.3% | Added |
| Mission Wealth Management, LP | 8,195 | $693.0K | 0.04% | +803+10.9% | Added |
| Covington Capital Management | 8,221 | $695.0K | 0.03% | +150+1.9% | Added |
| Means Investment Co., Inc. | 8,229 | $696.0K | 0.15% | −100−1.2% | Reduced |
| MAI Capital Management | 8,283 | $700.0K | 0.01% | +755+10.0% | Added |
| Cable Hill Partners, LLC | 8,324 | $704.0K | 0.18% | +1,424+20.6% | Added |
| Continuum Advisory, LLC | 8,327 | $704.0K | 0.13% | +4,534+119.5% | Added |
| Regions Financial Corp | 8,373 | $708.0K | 0.01% | −29,983−78.2% | Reduced |
| Northcape Wealth Management, LLC | 8,372 | $708.0K | 0.27% | −3,271−28.1% | Reduced |
| Cypress Asset Management Inc | 8,383 | $709.0K | 0.25% | −330−3.8% | Reduced |
| Dillon & Associates Inc | 8,449 | $718.0K | 0.16% | 00.0% | Unchanged |
| BSW Wealth Partners | 8,526 | $721.0K | 0.17% | +172+2.1% | Added |
| D.B. Root & Company, LLC | 8,544 | $722.0K | 0.31% | −104−1.2% | Reduced |
| Anchor Investment Management, LLC | 8,584 | $725.6K | 0.11% | 00.0% | Unchanged |
| Holderness Investments Co | 8,592 | $726.0K | 0.30% | −2,229−20.6% | Reduced |
| Summit Financial, LLC | 8,618 | $728.4K | 0.07% | −1,449−14.4% | Reduced |
| Armor Investment Advisors, LLC | 8,670 | $733.0K | 0.48% | −281−3.1% | Reduced |
| Roundview Capital LLC | 8,762 | $741.0K | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,784 | $743.0K | 0.02% | +127+1.5% | Added |
| Lantz Financial LLC | 8,853 | $748.0K | 0.34% | −139−1.5% | Reduced |
| Tiaa, FSB | 8,877 | $750.0K | 0.00% | −1,633−15.5% | Reduced |
| Stephens Inc | 8,925 | $754.0K | 0.02% | −625−6.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,973 | $758.0K | 0.08% | −194−2.1% | Reduced |
| Quadrant Capital Group LLC | 8,980 | $759.0K | 0.10% | −1,168−11.5% | Reduced |
| FourThought Financial, LLC | 8,986 | $760.0K | 0.11% | −5,430−37.7% | Reduced |
| OmniStar Financial Group, Inc. | 9,000 | $760.0K | 0.84% | +163+1.8% | Added |
| Semmax Financial Advisors Inc. | 8,727 | $763.0K | 0.31% | −646−6.9% | Reduced |
| Cetera Advisors LLC | 9,075 | $767.0K | 0.02% | +1,692+22.9% | Added |
| Foresight Wealth Management, LLC | 9,108 | $770.0K | 0.27% | +632+7.5% | Added |
| Clarius Group, LLC | 9,104 | $770.0K | 0.08% | +3,404+59.7% | Added |
| Burns J W & Co Inc | 9,143 | $773.0K | 0.15% | −730−7.4% | Reduced |
| Epoch Investment Partners, Inc. | 9,170 | $775.0K | 0.00% | +754+9.0% | Added |
| Klingenstein Fields & Co LP | 9,242 | $781.0K | 0.04% | +985+11.9% | Added |
| MQS Management LLC | 9,264 | $783.0K | 0.54% | +3,275+54.7% | Added |
| Steel Peak Wealth Management LLC | 9,271 | $784.0K | 0.06% | +9,271 | New |
| Pinnacle Wealth Planning Services, Inc. | 9,320 | $788.0K | 0.14% | −562−5.7% | Reduced |
| West Family Investments, Inc. | 9,325 | $788.0K | 0.31% | +9,325 | New |
| KCM Investment Advisors LLC | 9,361 | $791.0K | 0.03% | −176−1.8% | Reduced |
| Abundance Wealth Counselors | 9,355 | $791.0K | 0.21% | +996+11.9% | Added |
| Associated Banc-Corp | 9,363 | $792.0K | 0.03% | −431−4.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,381 | $793.0K | 0.04% | −211−2.2% | Reduced |
| Heritage Wealth Management, LLC | 9,441 | $798.1K | 0.27% | +1,106+13.3% | Added |
| Prudential Financial Inc | 9,434 | $800.0K | 0.00% | −866−8.4% | Reduced |
| Mystic Asset Management, Inc. | 9,504 | $803.0K | 0.49% | +700+8.0% | Added |
| Seven Eight Capital, LP | 9,499 | $803.0K | 0.32% | +9,499 | New |
| Eagle Asset Management Inc | 9,533 | $805.0K | 0.01% | −649−6.4% | Reduced |
| Beaton Management Co. Inc. | 9,519 | $805.0K | 0.57% | 00.0% | Unchanged |
| Graypoint LLC | 9,574 | $809.0K | 0.10% | −132−1.4% | Reduced |
| Engineers Gate Manager LP | 9,600 | $811.0K | 0.03% | +9,600 | New |
| Ballentine Partners, LLC | 9,654 | $816.0K | 0.03% | −2,651−21.5% | Reduced |
| Hamel Associates, Inc. | 9,651 | $816.0K | 0.32% | −840−8.0% | Reduced |
| Delta Financial Advisors LLC | 9,681 | $818.0K | 0.41% | −255−2.6% | Reduced |
| Drexel Morgan & Co. | 9,720 | $822.0K | 0.23% | 00.0% | Unchanged |
| Diversified Trust Co | 9,792 | $828.0K | 0.03% | +188+2.0% | Added |
| Beacon Investment Advisory Services, Inc. | 9,811 | $829.0K | 0.04% | +442+4.7% | Added |
| Choate Investment Advisors | 9,859 | $833.0K | 0.05% | +7,477+313.9% | Added |
| Douglass Winthrop Advisors, LLC | 9,888 | $836.0K | 0.02% | +372+3.9% | Added |
| Vise Technologies, Inc. | 9,904 | $837.0K | 0.32% | +3,547+55.8% | Added |
| Becker Capital Management Inc | 9,920 | $839.0K | 0.04% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 9,932 | $840.0K | 0.08% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 9,947 | $841.0K | 0.48% | −190−1.9% | Reduced |
| Ariel Investments, LLC | 9,989 | $844.0K | 0.01% | −235−2.3% | Reduced |
| CX Institutional | 10,202 | $862.0K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,211 | $863.0K | 0.02% | +7,594+290.2% | Added |
| FRG Family Wealth Advisors LLC | 10,275 | $869.0K | 0.20% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 10,297 | $870.0K | 0.06% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 10,334 | $874.0K | 0.05% | −92−0.9% | Reduced |
| Mayflower Financial Advisors, LLC | 10,356 | $875.0K | 0.13% | −101−1.0% | Reduced |
| Evergreen Capital Management LLC | 10,381 | $877.0K | 0.05% | +1,328+14.7% | Added |
| Covenant Partners, LLC | 10,459 | $884.0K | 0.41% | −3,102−22.9% | Reduced |
| JNBA Financial Advisors | 10,490 | $887.0K | 0.13% | −232−2.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,525 | $889.7K | 0.01% | −166−1.6% | Reduced |
| Scott & Selber, Inc. | 10,542 | $891.0K | 0.41% | −132−1.2% | Reduced |
| BTC Capital Management, Inc. | 10,673 | $901.0K | 0.11% | −10,075−48.6% | Reduced |
| Ar Asset Management Inc | 10,750 | $909.0K | 0.26% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 10,800 | $913.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 10,804 | $913.0K | 0.09% | +1,874+21.0% | Added |
| EP Wealth Advisors, LLC | 10,800 | $913.0K | 0.02% | +2,631+32.2% | Added |
| Simmons Bank | 10,926 | $923.0K | 0.08% | −785−6.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,943 | $925.0K | 0.01% | −980−8.2% | Reduced |
| TD Waterhouse Canada Inc. | 10,449 | $929.5K | 0.01% | +2,114+25.4% | Added |
| Fulton Bank, N.A. | 11,008 | $931.0K | 0.05% | +1,633+17.4% | Added |
| Knowledge Leaders Capital, LLC | 11,029 | $932.0K | 0.90% | +241+2.2% | Added |
| Financial Advocates Investment Management | 11,059 | $935.0K | 0.08% | −64−0.6% | Reduced |
| Sigma Planning Corp | 11,066 | $935.0K | 0.03% | +5,126+86.3% | Added |
| Bangor Savings Bank | 11,068 | $936.0K | 0.10% | +785+7.6% | Added |
| Cutter & CO Brokerage, Inc. | 11,124 | $940.0K | 0.32% | −305−2.7% | Reduced |
| Silvercrest Asset Management Group LLC | 11,188 | $946.0K | 0.01% | −125−1.1% | Reduced |
| Mutual Advisors, LLC | 11,241 | $950.0K | 0.06% | −183−1.6% | Reduced |
| MUFG Americas Holdings Corp | 11,383 | $962.0K | 0.02% | −275−2.4% | Reduced |
| Sittner & Nelson, LLC | 11,387 | $963.0K | 0.63% | +1,250+12.3% | Added |
| Buckingham Strategic Wealth, LLC | 11,432 | $966.0K | 0.02% | −1,422−11.1% | Reduced |
| Greenwich Wealth Management LLC | 11,476 | $970.0K | 0.13% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 11,533 | $974.9K | 0.46% | −948−7.6% | Reduced |
| Fortem Financial Group, LLC | 11,548 | $976.0K | 0.64% | −5,798−33.4% | Reduced |
| Liberty One Investment Management, LLC | 10,704 | $977.0K | 0.17% | −1,839−14.7% | Reduced |
| Lazard Asset Management LLC | 11,583 | $978.0K | 0.00% | −1,108,040−99.0% | Reduced |
| King Luther Capital Management Corp | 11,746 | $993.0K | 0.01% | +2,412+25.8% | Added |
| Americana Partners, LLC | 12,194 | $994.0K | 0.18% | +8,419+223.0% | Added |