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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 11,831 | $1.00M | 0.17% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11,850 | $1.00M | 0.05% | −1,178−9.0% | Reduced |
| Berkshire Bank | 11,880 | $1.00M | 0.29% | −158−1.3% | Reduced |
| Wedbush Securities Inc | 11,950 | $1.01M | 0.05% | +179+1.5% | Added |
| Venture Visionary Partners LLC | 12,034 | $1.02M | 0.08% | −555−4.4% | Reduced |
| Level Four Advisory Services, LLC | 12,039 | $1.02M | 0.10% | −1,526−11.2% | Reduced |
| Ativo Capital Management LLC | 12,082 | $1.02M | 0.69% | −2,194−15.4% | Reduced |
| Frontier Wealth Management LLC | 12,082 | $1.02M | 0.07% | −337−2.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,130 | $1.02M | 0.05% | +235+2.0% | Added |
| 1832 Asset Management L.P. | 12,262 | $1.04M | 0.00% | −906−6.9% | Reduced |
| Ascent Wealth Partners, LLC | 12,216 | $1.04M | 0.24% | +2,888+31.0% | Added |
| Sequoia Financial Advisors, LLC | 12,402 | $1.05M | 0.03% | +1,406+12.8% | Added |
| Allspring Global Investments Holdings, LLC | 12,573 | $1.06M | 0.00% | −4,418−26.0% | Reduced |
| Legal & General Group Plc | 12,699 | $1.07M | 0.00% | −252−1.9% | Reduced |
| LCNB Corp | 12,746 | $1.08M | 0.56% | −494−3.7% | Reduced |
| McDaniel Terry & Co | 12,761 | $1.08M | 0.13% | −5,861−31.5% | Reduced |
| Transcend Wealth Collective, LLC | 12,765 | $1.08M | 0.11% | −942−6.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,769 | $1.08M | 0.02% | +3,763+41.8% | Added |
| Umb Bank N A | 12,820 | $1.08M | 0.02% | −946−6.9% | Reduced |
| TD Asset Management Inc | 13,129 | $1.11M | 0.00% | +24+0.2% | Added |
| World Equity Group, Inc. | 13,136 | $1.11M | 0.28% | +1,116+9.3% | Added |
| DGS Capital Management, LLC | 13,185 | $1.11M | 0.90% | +1,117+9.3% | Added |
| Aevitas Wealth Management, Inc. | 13,235 | $1.12M | 0.76% | −105−0.8% | Reduced |
| Cambridge Advisors Inc. | 13,275 | $1.12M | 0.31% | −1,000−7.0% | Reduced |
| Stratos Wealth Partners, LTD. | 13,277 | $1.12M | 0.03% | +1,523+13.0% | Added |
| Two Sigma Securities, LLC | 13,440 | $1.14M | 0.20% | +13,440 | New |
| Johnson Investment Counsel Inc | 13,470 | $1.14M | 0.02% | +192+1.4% | Added |
| Welch Group, LLC | 13,557 | $1.15M | 0.07% | −1,384−9.3% | Reduced |
| Kensington Investment Counsel, LLC | 13,585 | $1.15M | 0.98% | −235−1.7% | Reduced |
| CAPROCK Group, Inc. | 13,584 | $1.15M | 0.11% | +1,746+14.7% | Added |
| Archford Capital Strategies, LLC | 13,768 | $1.16M | 0.29% | +13,768 | New |
| West Oak Capital, LLC | 13,858 | $1.17M | 0.61% | −327−2.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 13,875 | $1.17M | 0.99% | −875−5.9% | Reduced |
| Voya Financial Advisors, Inc. | 13,844 | $1.17M | 0.15% | +1,803+15.0% | Added |
| Baker Ellis Asset Management LLC | 13,895 | $1.18M | 0.24% | +26+0.2% | Added |
| Berkeley Capital Partners, LLC | 14,087 | $1.19M | 0.49% | +1,530+12.2% | Added |
| AIMZ Investment Advisors, LLC | 14,170 | $1.20M | 0.57% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 14,183 | $1.20M | 0.53% | −25−0.2% | Reduced |
| Court Place Advisors, LLC | 14,434 | $1.22M | 0.46% | −316−2.1% | Reduced |
| SevenBridge Financial Group, LLC | 14,467 | $1.22M | 0.49% | +12+0.1% | Added |
| Aberdeen Wealth Management LLC | 14,642 | $1.24M | 0.98% | −71−0.5% | Reduced |
| Fred Alger Management, LLC | 14,718 | $1.24M | 0.01% | +1,375+10.3% | Added |
| First Horizon Advisors, Inc. | 14,870 | $1.26M | 0.04% | −230−1.5% | Reduced |
| TD Private Client Wealth LLC | 15,006 | $1.27M | 0.06% | +1,756+13.3% | Added |
| Richard P Slaughter Associates Inc | 15,154 | $1.28M | 0.56% | +1,020+7.2% | Added |
| Patten Group, Inc. | 15,209 | $1.28M | 0.41% | +9+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 15,305 | $1.29M | 0.00% | +427+2.9% | Added |
| Marco Investment Management LLC | 15,329 | $1.30M | 0.15% | +197+1.3% | Added |
| Greenleaf Trust | 15,371 | $1.30M | 0.02% | +883+6.1% | Added |
| Albert D Mason Inc | 15,415 | $1.30M | 0.97% | +17+0.1% | Added |
| Boston Family Office LLC | 15,485 | $1.31M | 0.11% | −350−2.2% | Reduced |
| Arnhold LLC | 15,636 | $1.32M | 0.16% | 00.0% | Unchanged |
| GQG Partners LLC | 15,660 | $1.32M | 0.00% | +1,278+8.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 15,808 | $1.34M | 0.06% | +455+3.0% | Added |
| Regentatlantic Capital LLC | 15,850 | $1.34M | 0.04% | −1,275−7.4% | Reduced |
| CNB Bank | 15,985 | $1.35M | 0.87% | −1,267−7.3% | Reduced |
| Arvest Trust Co N A | 15,998 | $1.35M | 0.09% | +2,702+20.3% | Added |
| South State Corp. | 16,407 | $1.39M | 0.13% | −223−1.3% | Reduced |
| Old Port Advisors | 16,461 | $1.39M | 0.54% | +844+5.4% | Added |
| Fort Pitt Capital Group, LLC | 16,501 | $1.40M | 0.06% | +5,808+54.3% | Added |
| Salem Capital Management Inc | 16,577 | $1.40M | 1.02% | −3,417−17.1% | Reduced |
| Rothschild Investment Corp | 16,575 | $1.40M | 0.13% | +300+1.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,672 | $1.41M | 0.14% | −33−0.2% | Reduced |
| Roberts Glore & Co Inc | 16,682 | $1.41M | 0.47% | +112+0.7% | Added |
| Cetera Investment Advisers | 16,705 | $1.41M | 0.02% | +811+5.1% | Added |
| TownSquare Capital, LLC | 16,713 | $1.41M | 0.04% | +4,464+36.4% | Added |
| Pathstone Family Office, LLC | 16,715 | $1.41M | 0.03% | +3,823+29.7% | Added |
| Benjamin Edwards Inc | 16,739 | $1.42M | 0.42% | −455−2.6% | Reduced |
| True North Advisors, LLC | 16,813 | $1.42M | 0.44% | +637+3.9% | Added |
| Lowe Brockenbrough & Co Inc | 16,817 | $1.42M | 0.12% | −1,742−9.4% | Reduced |
| Comerica Securities,inc. | 16,831 | $1.42M | 0.11% | +2,777+19.8% | Added |
| Summit Global Investments | 16,849 | $1.42M | 0.13% | −736−4.2% | Reduced |
| Old National Bancorp | 16,846 | $1.42M | 0.05% | −572−3.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 16,943 | $1.43M | 0.19% | −188−1.1% | Reduced |
| Raymond James Trust N.A. | 17,177 | $1.45M | 0.05% | −2,922−14.5% | Reduced |
| Coastline Trust Co | 17,232 | $1.46M | 0.22% | −545−3.1% | Reduced |
| Wambolt & Associates, LLC | 17,219 | $1.46M | 0.59% | +904+5.5% | Added |
| Avantax Advisory Services, Inc. | 17,484 | $1.48M | 0.02% | +6,006+52.3% | Added |
| Telemus Capital, LLC | 17,503 | $1.48M | 0.14% | −1,114−6.0% | Reduced |
| Benedict Financial Advisors Inc | 17,513 | $1.48M | 0.44% | +538+3.2% | Added |
| Somerset Trust Co | 17,672 | $1.49M | 0.65% | −2,437−12.1% | Reduced |
| Beacon Pointe Advisors, LLC | 17,736 | $1.50M | 0.03% | −14,535−45.0% | Reduced |
| Davy Global Fund Management Ltd | 17,801 | $1.50M | 0.30% | +854+5.0% | Added |
| Bessemer Group Inc | 17,837 | $1.51M | 0.00% | −261−1.4% | Reduced |
| Independent Investors Inc | 17,900 | $1.51M | 0.41% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 17,676 | $1.52M | 0.15% | +1,910+12.1% | Added |
| HighPoint Advisor Group LLC | 18,134 | $1.52M | 0.17% | +18,134 | New |
| Boston Private Wealth LLC | 18,033 | $1.52M | 0.02% | +3,748+26.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 18,268 | $1.54M | 1.07% | +805+4.6% | Added |
| Laurel Wealth Advisors, Inc. | 18,297 | $1.55M | 0.16% | −2,472−11.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 18,309 | $1.55M | 0.64% | +866+5.0% | Added |
| Brookstone Capital Management | 18,467 | $1.56M | 0.03% | +7,013+61.2% | Added |
| Headinvest, LLC | 19,310 | $1.63M | 0.36% | +1,135+6.2% | Added |
| Park Avenue Securities LLC | 19,344 | $1.64M | 0.03% | +2,802+16.9% | Added |
| NorthCrest Asset Manangement, LLC | 19,711 | $1.67M | 0.09% | +19,711 | New |
| Balentine LLC | 19,762 | $1.67M | 0.06% | +9,090+85.2% | Added |
| FineMark National Bank & Trust | 19,915 | $1.68M | 0.08% | −1,249−5.9% | Reduced |
| Advisors Management Group Inc | 19,952 | $1.69M | 0.59% | +171+0.9% | Added |
| Diamond Hill Capital Management Inc | 19,979 | $1.69M | 0.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 20,050 | $1.70M | 0.04% | 00.0% | Unchanged |